Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2025) About Inman Jager Wealth Management, LLCInvestment ActivityInman Jager Wealth Management, LLC has $128.31 million in total holdings as of December 31, 2024.Inman Jager Wealth Management, LLC owns shares of 80 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Largest Holdings Microsoft $19,722,406iShares Core S&P 500 ETF $12,072,061SPDR Doubleline Total Return Tactical ETF $6,174,816Vanguard Total Bond Market ETF $4,746,204iShares Core S&P Mid-Cap ETF $4,212,779 Sector AllocationMap of 500 Largest Holdings ofInman Jager Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMSFTMicrosoft$19,722,40646,79115.4%Computer and TechnologyIVViShares Core S&P 500 ETF$12,072,06120,5079.4%ETFTOTLSPDR Doubleline Total Return Tactical ETF$6,174,816156,7614.8%ETFBNDVanguard Total Bond Market ETF$4,746,20466,0023.7%ETFIJHiShares Core S&P Mid-Cap ETF$4,212,77967,6103.3%ETFIWMiShares Russell 2000 ETF$4,034,73018,2603.1%FinanceDVYiShares Select Dividend ETF$3,856,51229,3743.0%ETFIEFAiShares Core MSCI EAFE ETF$3,106,51744,2022.4%ETFEEMiShares MSCI Emerging Markets ETF$2,564,23561,3162.0%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$2,459,26627,9781.9%ETFCVXChevron$2,422,15916,7231.9%EnergyEFAiShares MSCI EAFE ETF$2,368,93731,3311.8%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$2,311,63045,2021.8%ETFAAPLApple$2,282,0779,1131.8%Computer and TechnologyJPMJPMorgan Chase & Co.$2,264,3019,4461.8%FinanceSOSouthern$1,968,60023,9141.5%UtilitiesIBMInternational Business Machines$1,899,5518,6411.5%Computer and TechnologyVNQVanguard Real Estate ETF$1,889,92121,2161.5%ETFCATCaterpillar$1,690,4624,6601.3%IndustrialsPGProcter & Gamble$1,623,1879,6821.3%Consumer StaplesVOOVanguard S&P 500 ETF$1,551,7732,8801.2%ETFLMTLockheed Martin$1,545,2893,1801.2%AerospaceKOCoca-Cola$1,540,18824,7381.2%Consumer StaplesXOMExxon Mobil$1,530,50614,2281.2%EnergyVZVerizon Communications$1,461,11536,5371.1%Computer and TechnologyMCDMcDonald's$1,384,5154,7761.1%Retail/WholesaleMRKMerck & Co., Inc.$1,369,44213,7661.1%MedicalMMM3M$1,338,01810,3651.0%Multi-Sector ConglomeratesSCHVSchwab U.S. Large-Cap Value ETF$1,260,53748,3521.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,225,96550,4721.0%ETFETREntergy$1,146,62615,1230.9%UtilitiesNVDANVIDIA$1,139,3168,4840.9%Computer and TechnologyVIOVVanguard S&P Small-Cap 600 Value ETF$1,116,29411,9610.9%ETFIDEViShares Core MSCI International Developed Markets ETF$1,109,72217,2130.9%ETFHDHome Depot$1,099,2862,8260.9%Retail/WholesaleSLYVSPDR S&P 600 Small CapValue ETF$1,026,58411,7660.8%ETFUSRTiShares Core U.S. REIT ETF$1,006,07717,5550.8%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$979,39410,8400.8%ETFIEURiShares Core MSCI Europe ETF$931,96517,2650.7%ETFPALANTIR TECHNOLOGIES INC$913,23212,0750.7%CL AIPACiShares Core MSCI Pacific ETF$897,49814,6890.7%ETFIJRiShares Core S&P Small-Cap ETF$881,4337,6500.7%ETFJNJJohnson & Johnson$859,6215,9440.7%MedicalIDViShares International Select Dividend ETF$848,23230,9800.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$829,67115,8880.6%ETFAVGOBroadcom$798,9213,4460.6%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$792,7479,8760.6%ETFIXUSiShares Core MSCI Total International Stock ETF$787,72711,9100.6%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$747,2825,8100.6%ETFQQQInvesco QQQ$741,7951,4510.6%FinanceHWCHancock Whitney$696,25712,7240.5%FinanceSPEMSPDR Portfolio Emerging Markets ETF$647,91616,8860.5%ETFAMZNAmazon.com$618,6802,8200.5%Retail/WholesalePFEPfizer$606,60822,8650.5%MedicalAGGiShares Core U.S. Aggregate Bond ETF$605,2376,2460.5%FinanceBRK.BBerkshire Hathaway$597,4231,3180.5%FinanceCCICrown Castle$591,6646,5190.5%FinanceVOVanguard Mid-Cap ETF$582,4072,2050.5%ETFDOWDOW$530,07713,2090.4%Basic MaterialsVONVVanguard Russell 1000 Value$483,9255,9560.4%ETFWMTWalmart$483,6445,3530.4%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$477,1799,8550.4%ManufacturingTSLATesla$458,7621,1360.4%Auto/Tires/TrucksVONGVanguard Russell 1000 Growth ETF$445,2234,3100.3%ETFCRMSalesforce$414,5691,2400.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$374,2394,5650.3%ManufacturingGOOGAlphabet$323,9381,7010.3%Computer and TechnologyRTXRTX$303,8812,6260.2%AerospaceORCLOracle$279,1221,6750.2%Computer and TechnologyMETAMeta Platforms$252,9404320.2%Computer and TechnologyABBVAbbVie$245,9371,3840.2%MedicalSPYSPDR S&P 500 ETF Trust$242,6374140.2%FinanceCSCOCisco Systems$234,3143,9580.2%Computer and TechnologyEPDEnterprise Products Partners$225,5107,1910.2%EnergyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$221,1844,2940.2%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$214,6878,9230.2%ETFPHParker-Hannifin$212,4343340.2%IndustrialsSCHPSchwab U.S. TIPS ETF$202,1717,8270.2%ETFVTWOVanguard Russell 2000 ETF$201,8862,2600.2%ETFAMRNAmarin$7,27515,0000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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