Inman Jager Wealth Management

Inman Jager Wealth Management as of March 31, 2025

Portfolio Holdings for Inman Jager Wealth Management

Inman Jager Wealth Management holds 83 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 13.2 $18M 47k 375.39
Ishares Tr Core S&p500 Etf (IVV) 8.1 $11M 19k 561.90
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 5.4 $7.2M 178k 40.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.2 $5.6M 76k 73.45
Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $3.8M 65k 58.35
Ishares Tr Select Divid Etf (DVY) 2.8 $3.8M 28k 134.29
Ishares Tr Russell 2000 Etf (IWM) 2.7 $3.5M 18k 199.49
Ishares Tr Core Msci Eafe (IEFA) 2.5 $3.4M 44k 75.65
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.3 $3.1M 60k 51.07
Chevron Corporation (CVX) 2.2 $2.9M 17k 167.29
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.2 $2.9M 36k 80.37
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $2.7M 62k 43.70
Ishares Tr Msci Eafe Etf (EFA) 1.9 $2.6M 32k 81.73
Southern Company (SO) 1.6 $2.2M 24k 91.95
JPMorgan Chase & Co. (JPM) 1.6 $2.1M 8.6k 245.30
International Business Machines (IBM) 1.5 $2.0M 8.1k 248.66
Apple (AAPL) 1.5 $2.0M 8.9k 222.13
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $2.0M 22k 90.54
Coca-Cola Company (KO) 1.4 $1.9M 26k 71.62
Verizon Communications (VZ) 1.3 $1.8M 39k 45.36
Exxon Mobil Corporation (XOM) 1.3 $1.8M 15k 118.93
Ishares Tr Core Msci Intl (IDEV) 1.2 $1.7M 24k 68.89
Procter & Gamble Company (PG) 1.2 $1.7M 9.7k 170.42
Lockheed Martin Corporation (LMT) 1.2 $1.6M 3.5k 446.71
McDonald's Corporation (MCD) 1.1 $1.5M 4.9k 312.37
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.1 $1.5M 61k 24.86
Caterpillar (CAT) 1.1 $1.5M 4.5k 329.80
3M Company (MMM) 1.1 $1.5M 10k 146.86
Crown Castle Intl (CCI) 1.1 $1.5M 14k 104.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.4M 2.8k 513.91
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.1 $1.4M 17k 83.91
Merck & Co (MRK) 1.0 $1.4M 16k 89.76
Entergy Corporation (ETR) 1.0 $1.3M 16k 85.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $1.3M 49k 26.58
Johnson & Johnson (JNJ) 1.0 $1.3M 7.8k 165.84
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.9 $1.3M 15k 83.00
Ishares Core Msci Emkt (IEMG) 0.9 $1.2M 22k 53.97
Home Depot (HD) 0.8 $1.1M 3.0k 366.49
Ishares Tr Cre U S Reit Etf (USRT) 0.8 $1.1M 18k 57.60
Ishares Tr Intl Sel Div Etf (IDV) 0.8 $1.1M 34k 31.02
Ishares Tr Core Msci Euro (IEUR) 0.8 $1.0M 17k 60.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.0M 12k 81.76
NVIDIA Corporation (NVDA) 0.8 $1.0M 9.3k 108.38
Dow (DOW) 0.7 $954k 27k 34.92
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.7 $937k 12k 78.40
Ishares Tr Core Msci Pac (IPAC) 0.7 $915k 15k 62.24
Pfizer (PFE) 0.7 $886k 35k 25.34
Palantir Technologies Cl A (PLTR) 0.6 $852k 10k 84.40
Ishares Tr Core Msci Total (IXUS) 0.6 $844k 12k 69.81
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $782k 7.5k 104.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $699k 5.7k 122.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $681k 1.3k 532.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $668k 17k 39.37
Hancock Holding Company (HWC) 0.5 $667k 13k 52.45
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $665k 6.7k 98.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $648k 1.4k 468.92
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $636k 13k 49.90
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $573k 2.2k 258.62
Broadcom (AVGO) 0.4 $535k 3.2k 167.43
Amazon (AMZN) 0.4 $516k 2.7k 190.26
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $489k 5.9k 82.54
Wal-Mart Stores (WMT) 0.3 $467k 5.3k 87.79
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $403k 4.9k 82.73
Tidal Tr Ii Cambria Chesapea (MFUT) 0.3 $390k 25k 15.58
Raytheon Technologies Corp (RTX) 0.3 $348k 2.6k 132.46
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $338k 3.6k 92.79
Tesla Motors (TSLA) 0.3 $338k 1.3k 259.16
salesforce (CRM) 0.2 $333k 1.2k 268.36
Abbvie (ABBV) 0.2 $278k 1.3k 209.52
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $247k 4.7k 52.52
Alphabet Cap Stk Cl C (GOOG) 0.2 $247k 1.6k 156.23
Enterprise Products Partners (EPD) 0.2 $246k 7.2k 34.14
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $239k 9.8k 24.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $238k 425.00 559.39
Cisco Systems (CSCO) 0.2 $233k 3.8k 61.71
Oracle Corporation (ORCL) 0.2 $231k 1.7k 139.81
Pilgrim's Pride Corporation (PPC) 0.2 $229k 4.2k 54.51
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $228k 8.5k 26.89
Meta Platforms Cl A (META) 0.2 $223k 386.00 576.36
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $204k 1.1k 186.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $202k 7.7k 26.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $200k 796.00 251.77
Amarin Corp Spons Adr New 0.0 $6.7k 15k 0.45