Inman Jager Wealth Management

Inman Jager Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Inman Jager Wealth Management

Inman Jager Wealth Management holds 80 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 15.4 $20M 47k 421.50
Ishares Tr Core S&p500 Etf (IVV) 9.4 $12M 21k 588.68
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 4.8 $6.2M 157k 39.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $4.7M 66k 71.91
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $4.2M 68k 62.31
Ishares Tr Russell 2000 Etf (IWM) 3.1 $4.0M 18k 220.96
Ishares Tr Select Divid Etf (DVY) 3.0 $3.9M 29k 131.29
Ishares Tr Core Msci Eafe (IEFA) 2.4 $3.1M 44k 70.28
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $2.6M 61k 41.82
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.9 $2.5M 28k 87.90
Chevron Corporation (CVX) 1.9 $2.4M 17k 144.84
Ishares Tr Msci Eafe Etf (EFA) 1.8 $2.4M 31k 75.61
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.8 $2.3M 45k 51.14
Apple (AAPL) 1.8 $2.3M 9.1k 250.42
JPMorgan Chase & Co. (JPM) 1.8 $2.3M 9.4k 239.71
Southern Company (SO) 1.5 $2.0M 24k 82.32
International Business Machines (IBM) 1.5 $1.9M 8.6k 219.83
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $1.9M 21k 89.08
Caterpillar (CAT) 1.3 $1.7M 4.7k 362.76
Procter & Gamble Company (PG) 1.3 $1.6M 9.7k 167.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.6M 2.9k 538.81
Lockheed Martin Corporation (LMT) 1.2 $1.5M 3.2k 485.94
Coca-Cola Company (KO) 1.2 $1.5M 25k 62.26
Exxon Mobil Corporation (XOM) 1.2 $1.5M 14k 107.57
Verizon Communications (VZ) 1.1 $1.5M 37k 39.99
McDonald's Corporation (MCD) 1.1 $1.4M 4.8k 289.89
Merck & Co (MRK) 1.1 $1.4M 14k 99.48
3M Company (MMM) 1.0 $1.3M 10k 129.09
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $1.3M 48k 26.07
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.0 $1.2M 51k 24.29
Entergy Corporation (ETR) 0.9 $1.1M 15k 75.82
NVIDIA Corporation (NVDA) 0.9 $1.1M 8.5k 134.29
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.9 $1.1M 12k 93.33
Ishares Tr Core Msci Intl (IDEV) 0.9 $1.1M 17k 64.47
Home Depot (HD) 0.9 $1.1M 2.8k 388.99
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.8 $1.0M 12k 87.25
Ishares Tr Cre U S Reit Etf (USRT) 0.8 $1.0M 18k 57.31
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.8 $979k 11k 90.35
Ishares Tr Core Msci Euro (IEUR) 0.7 $932k 17k 53.98
Palantir Technologies Cl A (PLTR) 0.7 $913k 12k 75.63
Ishares Tr Core Msci Pac (IPAC) 0.7 $898k 15k 61.10
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $881k 7.7k 115.22
Johnson & Johnson (JNJ) 0.7 $860k 5.9k 144.62
Ishares Tr Intl Sel Div Etf (IDV) 0.7 $848k 31k 27.38
Ishares Core Msci Emkt (IEMG) 0.6 $830k 16k 52.22
Broadcom (AVGO) 0.6 $799k 3.4k 231.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $793k 9.9k 80.27
Ishares Tr Core Msci Total (IXUS) 0.6 $788k 12k 66.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $747k 5.8k 128.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $742k 1.5k 511.23
Hancock Holding Company (HWC) 0.5 $696k 13k 54.72
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $648k 17k 38.37
Amazon (AMZN) 0.5 $619k 2.8k 219.39
Pfizer (PFE) 0.5 $607k 23k 26.53
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $605k 6.2k 96.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $597k 1.3k 453.28
Crown Castle Intl (CCI) 0.5 $592k 6.5k 90.76
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $582k 2.2k 264.13
Dow (DOW) 0.4 $530k 13k 40.13
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $484k 6.0k 81.25
Wal-Mart Stores (WMT) 0.4 $484k 5.4k 90.35
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $477k 9.9k 48.42
Tesla Motors (TSLA) 0.4 $459k 1.1k 403.84
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $445k 4.3k 103.30
salesforce (CRM) 0.3 $415k 1.2k 334.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $374k 4.6k 81.98
Alphabet Cap Stk Cl C (GOOG) 0.3 $324k 1.7k 190.44
Raytheon Technologies Corp (RTX) 0.2 $304k 2.6k 115.72
Oracle Corporation (ORCL) 0.2 $279k 1.7k 166.64
Meta Platforms Cl A (META) 0.2 $253k 432.00 585.51
Abbvie (ABBV) 0.2 $246k 1.4k 177.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $243k 414.00 586.08
Cisco Systems (CSCO) 0.2 $234k 4.0k 59.20
Enterprise Products Partners (EPD) 0.2 $226k 7.2k 31.36
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $221k 4.3k 51.51
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $215k 8.9k 24.06
Parker-Hannifin Corporation (PH) 0.2 $212k 334.00 636.03
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $202k 7.8k 25.83
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $202k 2.3k 89.33
Amarin Corp Spons Adr New 0.0 $7.3k 15k 0.48