Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2025) About Inman Jager Wealth Management, LLCInvestment ActivityInman Jager Wealth Management, LLC has $133.48 million in total holdings as of March 31, 2025.Inman Jager Wealth Management, LLC owns shares of 83 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 7.26% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, Inman Jager Wealth Management, LLC has purchased 80 new stocks and bought additional shares in 46 stocks.Inman Jager Wealth Management, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $17,578,388iShares Core S&P 500 ETF $10,845,232SPDR Doubleline Total Return Tactical ETF $7,180,282Vanguard Total Bond Market ETF $5,575,590iShares Core S&P Mid-Cap ETF $3,813,231 Largest New Holdings this Quarter 88636J337 - TIDAL TR II $389,481 Holding72147K108 - Pilgrim's Pride $228,942 Holding922908611 - Vanguard Small-Cap Value ETF $203,615 Holding808524508 - Schwab U.S. Mid-Cap ETF $201,530 Holding922908595 - Vanguard Small-Cap Growth ETF $200,409 Holding Largest Purchases this Quarter SPDR Doubleline Total Return Tactical ETF 21,454 shares (about $864.38K)Crown Castle 7,433 shares (about $774.74K)SPDR Portfolio S&P 500 Value ETF 14,603 shares (about $745.78K)Vanguard Total Bond Market ETF 9,908 shares (about $727.74K)SPDR Portfolio S&P 500 Growth ETF 8,027 shares (about $645.13K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,206 shares (about $677.65K)JPMorgan Chase & Co. 872 shares (about $213.90K)PALANTIR TECHNOLOGIES INC 1,975 shares (about $166.69K)iShares Select Dividend ETF 1,135 shares (about $152.42K)International Business Machines 541 shares (about $134.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInman Jager Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$17,578,388$13,514 ▲0.1%46,82713.2%Computer and TechnologyIVViShares Core S&P 500 ETF$10,845,232$677,651 ▼-5.9%19,3018.1%ETFTOTLSPDR Doubleline Total Return Tactical ETF$7,180,282$864,382 ▲13.7%178,2155.4%ETFBNDVanguard Total Bond Market ETF$5,575,590$727,743 ▲15.0%75,9104.2%ETFIJHiShares Core S&P Mid-Cap ETF$3,813,231$131,813 ▼-3.3%65,3512.9%ETFDVYiShares Select Dividend ETF$3,792,215$152,419 ▼-3.9%28,2392.8%ETFIWMiShares Russell 2000 ETF$3,549,925$92,763 ▼-2.5%17,7952.7%FinanceIEFAiShares Core MSCI EAFE ETF$3,356,364$12,482 ▲0.4%44,3672.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,054,241$745,775 ▲32.3%59,8052.3%ETFCVXChevron$2,909,842$112,252 ▲4.0%17,3942.2%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$2,893,722$645,130 ▲28.7%36,0052.2%ETFEEMiShares MSCI Emerging Markets ETF$2,692,925$13,416 ▲0.5%61,6232.0%FinanceEFAiShares MSCI EAFE ETF$2,594,274$33,591 ▲1.3%31,7421.9%FinanceSOSouthern$2,177,928$20,965 ▼-1.0%23,6861.6%UtilitiesJPMJPMorgan Chase & Co.$2,103,202$213,902 ▼-9.2%8,5741.6%FinanceIBMInternational Business Machines$2,014,146$134,525 ▼-6.3%8,1001.5%Computer and TechnologyAAPLApple$1,969,627$54,644 ▼-2.7%8,8671.5%Computer and TechnologyVNQVanguard Real Estate ETF$1,963,450$42,554 ▲2.2%21,6861.5%ETFKOCoca-Cola$1,860,473$88,737 ▲5.0%25,9771.4%Consumer StaplesVZVerizon Communications$1,780,244$122,926 ▲7.4%39,2471.3%Computer and TechnologyXOMExxon Mobil$1,758,261$66,125 ▲3.9%14,7841.3%EnergyIDEViShares Core MSCI International Developed Markets ETF$1,667,896$482,092 ▲40.7%24,2111.2%ETFPGProcter & Gamble$1,650,177$170 ▲0.0%9,6831.2%Consumer StaplesLMTLockheed Martin$1,581,800$161,262 ▲11.4%3,5411.2%AerospaceMCDMcDonald's$1,533,112$41,233 ▲2.8%4,9081.1%Retail/WholesaleSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,502,886$248,152 ▲19.8%60,4541.1%ETFCATCaterpillar$1,486,738$50,130 ▼-3.3%4,5081.1%IndustrialsMMM3M$1,470,069$52,135 ▼-3.4%10,0101.1%Multi-Sector ConglomeratesCCICrown Castle$1,454,217$774,742 ▲114.0%13,9521.1%FinanceVOOVanguard S&P 500 ETF$1,428,156$51,905 ▼-3.5%2,7791.1%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$1,409,685$405,980 ▲40.4%16,7991.1%ETFMRKMerck & Co., Inc.$1,387,779$152,143 ▲12.3%15,4611.0%MedicalETREntergy$1,327,574$34,709 ▲2.7%15,5291.0%UtilitiesSCHVSchwab U.S. Large-Cap Value ETF$1,289,874$4,678 ▲0.4%48,5281.0%ETFJNJJohnson & Johnson$1,288,079$302,326 ▲30.7%7,7671.0%MedicalSLYGSPDR S&P 600 Small Cap Growth ETF$1,260,853$361,133 ▲40.1%15,1910.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,199,753$342,278 ▲39.9%22,2300.9%ETFHDHome Depot$1,106,800$71,099 ▲6.9%3,0200.8%Retail/WholesaleUSRTiShares Core U.S. REIT ETF$1,053,619$42,451 ▲4.2%18,2920.8%ETFIDViShares International Select Dividend ETF$1,050,275$89,276 ▲9.3%33,8580.8%ETFIEURiShares Core MSCI Europe ETF$1,027,783$10,707 ▼-1.0%17,0870.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,011,944$204,482 ▲25.3%12,3770.8%ETFNVDANVIDIA$1,011,727$92,231 ▲10.0%9,3350.8%Computer and TechnologyDOWDOW$953,700$492,442 ▲106.8%27,3110.7%Basic MaterialsSLYVSPDR S&P 600 Small Cap Value ETF$936,880$14,426 ▲1.6%11,9500.7%ETFIPACiShares Core MSCI Pacific ETF$915,239$996 ▲0.1%14,7050.7%ETFPFEPfizer$885,886$306,487 ▲52.9%34,9600.7%MedicalPALANTIR TECHNOLOGIES INC$852,440$166,690 ▼-16.4%10,1000.6%CL AIXUSiShares Core MSCI Total International Stock ETF$844,352$12,915 ▲1.6%12,0950.6%ManufacturingIJRiShares Core S&P Small-Cap ETF$781,870$18,091 ▼-2.3%7,4770.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$698,751$10,127 ▼-1.4%5,7270.5%ETFBRK.BBerkshire Hathaway$681,170$20,771 ▼-3.0%1,2790.5%FinanceSPEMSPDR Portfolio Emerging Markets ETF$668,345$3,543 ▲0.5%16,9760.5%ETFHWCHancock Whitney$667,3740.0%12,7240.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$665,039$47,185 ▲7.6%6,7230.5%FinanceQQQInvesco QQQ$648,047$32,355 ▼-4.8%1,3820.5%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$635,726$143,962 ▲29.3%12,7400.5%ManufacturingVOVanguard Mid-Cap ETF$572,843$2,586 ▲0.5%2,2150.4%ETFAVGOBroadcom$535,274$41,690 ▼-7.2%3,1970.4%Computer and TechnologyAMZNAmazon.com$515,985$20,548 ▼-3.8%2,7120.4%Retail/WholesaleVONVVanguard Russell 1000 Value$488,967$2,641 ▼-0.5%5,9240.4%ETFWMTWalmart$466,779$3,160 ▼-0.7%5,3170.3%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$402,978$25,315 ▲6.7%4,8710.3%ManufacturingTIDAL TR II$389,481$389,481 ▲New Holding24,9970.3%CAMBRIA CHESAPEARTXRTX$347,8400.0%2,6260.3%AerospaceVONGVanguard Russell 1000 Growth ETF$338,127$61,798 ▼-15.5%3,6440.3%ETFTSLATesla$337,945$43,539 ▲14.8%1,3040.3%Auto/Tires/TrucksCRMSalesforce$332,7660.0%1,2400.2%Computer and TechnologyABBVAbbVie$277,614$12,362 ▼-4.3%1,3250.2%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$247,317$21,796 ▲9.7%4,7090.2%ManufacturingGOOGAlphabet$247,312$18,435 ▼-6.9%1,5830.2%Computer and TechnologyEPDEnterprise Products Partners$245,5010.0%7,1910.2%EnergySCHOSchwab Short-Term U.S. Treasury ETF$239,019$21,833 ▲10.1%9,8200.2%ETFSPYSPDR S&P 500 ETF Trust$237,741$6,153 ▲2.7%4250.2%FinanceCSCOCisco Systems$233,017$11,231 ▼-4.6%3,7760.2%Computer and TechnologyORCLOracle$231,386$2,796 ▼-1.2%1,6550.2%Computer and TechnologyPPCPilgrim's Pride$228,942$228,942 ▲New Holding4,2000.2%Consumer StaplesSCHPSchwab U.S. TIPS ETF$228,296$17,828 ▲8.5%8,4900.2%ETFMETAMeta Platforms$222,475$26,513 ▼-10.6%3860.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$203,615$203,615 ▲New Holding1,0930.2%ETFSCHMSchwab U.S. Mid-Cap ETF$201,530$201,530 ▲New Holding7,6920.2%ETFVBKVanguard Small-Cap Growth ETF$200,409$200,409 ▲New Holding7960.2%ETFAMRNAmarin$6,7220.0%15,0000.0%MedicalPHParker-Hannifin$0$212,434 ▼-100.0%00.0%IndustrialsVTWOVanguard Russell 2000 ETF$0$201,886 ▼-100.0%00.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
