Inman Jager Wealth Management

Inman Jager Wealth Management as of June 30, 2025

Portfolio Holdings for Inman Jager Wealth Management

Inman Jager Wealth Management holds 79 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 15.7 $23M 47k 497.41
Ishares Tr Core S&p500 Etf (IVV) 7.9 $12M 19k 620.90
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 4.8 $7.0M 175k 40.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $5.5M 75k 73.63
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 2.8 $4.1M 43k 95.32
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $4.0M 64k 62.02
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.6 $3.8M 73k 52.34
Ishares Tr Russell 2000 Etf (IWM) 2.6 $3.8M 18k 215.79
Ishares Tr Select Divid Etf (DVY) 2.4 $3.6M 27k 132.81
Ishares Tr Core Msci Eafe (IEFA) 2.4 $3.6M 43k 83.48
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $2.9M 60k 48.24
Ishares Tr Msci Eafe Etf (EFA) 1.9 $2.8M 31k 89.39
Chevron Corporation (CVX) 1.7 $2.6M 18k 143.19
JPMorgan Chase & Co. (JPM) 1.7 $2.5M 8.7k 289.91
International Business Machines (IBM) 1.6 $2.4M 8.1k 294.78
Ishares Tr Core Msci Intl (IDEV) 1.5 $2.2M 30k 76.04
Southern Company (SO) 1.5 $2.2M 24k 91.83
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.5 $2.2M 87k 25.03
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $1.9M 21k 89.06
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.3 $1.9M 22k 85.57
Coca-Cola Company (KO) 1.3 $1.9M 26k 70.75
Apple (AAPL) 1.3 $1.9M 9.1k 205.17
Caterpillar (CAT) 1.2 $1.8M 4.7k 388.21
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 1.2 $1.8M 20k 88.75
Verizon Communications (VZ) 1.2 $1.7M 40k 43.27
Lockheed Martin Corporation (LMT) 1.2 $1.7M 3.7k 463.14
Palantir Technologies Cl A (PLTR) 1.1 $1.6M 12k 136.32
Exxon Mobil Corporation (XOM) 1.1 $1.6M 15k 107.80
Ishares Core Msci Emkt (IEMG) 1.1 $1.6M 27k 60.03
Procter & Gamble Company (PG) 1.1 $1.6M 10k 159.32
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.6M 19k 82.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.6M 2.8k 568.03
3M Company (MMM) 1.1 $1.6M 10k 152.24
Crown Castle Intl (CCI) 1.0 $1.5M 14k 102.73
McDonald's Corporation (MCD) 1.0 $1.5M 5.0k 292.17
Merck & Co (MRK) 0.9 $1.4M 17k 79.16
Entergy Corporation (ETR) 0.9 $1.3M 16k 83.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $1.3M 48k 27.67
Johnson & Johnson (JNJ) 0.8 $1.2M 8.1k 152.75
Home Depot (HD) 0.8 $1.2M 3.2k 366.64
Ishares Tr Intl Sel Div Etf (IDV) 0.8 $1.1M 33k 34.51
Ishares Tr Core Msci Euro (IEUR) 0.7 $1.1M 16k 66.20
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $1.0M 18k 56.56
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.7 $977k 12k 79.76
Pfizer (PFE) 0.7 $972k 40k 24.24
Ishares Tr Core Msci Pac (IPAC) 0.7 $971k 14k 68.70
Dow (DOW) 0.6 $894k 34k 26.48
Broadcom (AVGO) 0.6 $878k 3.2k 275.65
Ishares Tr Core Msci Total (IXUS) 0.6 $849k 11k 77.31
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $832k 7.6k 109.29
NVIDIA Corporation (NVDA) 0.5 $781k 4.9k 157.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $776k 1.4k 551.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $760k 5.6k 135.04
Hancock Holding Company (HWC) 0.5 $730k 13k 57.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $717k 17k 42.74
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $676k 13k 50.27
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $654k 6.6k 99.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $621k 1.3k 485.77
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $616k 2.2k 279.83
Wal-Mart Stores (WMT) 0.4 $520k 5.3k 97.78
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $505k 5.9k 85.21
Tesla Motors (TSLA) 0.3 $419k 1.3k 317.66
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $404k 4.9k 82.86
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $398k 3.6k 109.20
Amazon (AMZN) 0.3 $385k 1.8k 219.39
Raytheon Technologies Corp (RTX) 0.3 $383k 2.6k 146.02
Oracle Corporation (ORCL) 0.2 $362k 1.7k 218.63
salesforce (CRM) 0.2 $341k 1.3k 272.69
Tidal Tr Ii Cambria Chesapea (MFUT) 0.2 $301k 20k 14.71
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $297k 5.6k 53.29
Meta Platforms Cl A (META) 0.2 $292k 395.00 738.09
Alphabet Cap Stk Cl C (GOOG) 0.2 $283k 1.6k 177.39
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $279k 12k 24.38
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $265k 9.9k 26.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $263k 425.00 617.85
Cisco Systems (CSCO) 0.2 $258k 3.7k 69.38
Abbvie (ABBV) 0.2 $246k 1.3k 185.62
Enterprise Products Partners (EPD) 0.2 $223k 7.2k 31.01
Parker-Hannifin Corporation (PH) 0.1 $207k 296.00 698.47