Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2025)

About Inman Jager Wealth Management, LLC

Investment Activity

Inman Jager Wealth Management, LLC has $147.90 million in total holdings as of June 30, 2025.
Inman Jager Wealth Management, LLC owns shares of 79 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 4.10% of the portfolio was purchased this quarter.
About 2.14% of the portfolio was sold this quarter.
This quarter, Inman Jager Wealth Management, LLC has purchased 83 new stocks and bought additional shares in 39 stocks.
Inman Jager Wealth Management, LLC sold shares of 29 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Microsoft: $23,277,296
iShares Core S&P 500 ETF: $11,684,096
SPDR Doubleline Total Return Tactical ETF: $7,034,412
Vanguard Total Bond Market ETF: $5,515,771
SPDR Portfolio S&P 500 Growth ETF: $4,073,691

Largest New Holdings this Quarter

701094104 - Parker-Hannifin: $206,747 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Value ETF: 13,197 shares (about $690.73K)
Schwab Intermediate-Term U.S. Treasury ETF: 26,059 shares (about $652.26K)
SPDR Portfolio S&P 500 Growth ETF: 6,732 shares (about $641.69K)
Vanguard Intermediate-Term Corporate Bond ETF: 6,945 shares (about $575.88K)
Vanguard S&P Small-Cap 600 Value ETF: 5,180 shares (about $443.25K)

Largest Sales this Quarter

NVIDIA: 4,390 shares (about $693.58K)
iShares Core S&P 500 ETF: 483 shares (about $299.89K)
Amazon.com: 957 shares (about $209.96K)
iShares Select Dividend ETF: 966 shares (about $128.29K)
SPDR Doubleline Total Return Tactical ETF: 2,837 shares (about $113.79K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$23,277,296	$14,922 ▼	-0.1%	46,797	15.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$11,684,096	$299,895 ▼	-2.5%	18,818	7.9%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$7,034,412	$113,792 ▼	-1.6%	175,378	4.8%	ETF
BND Vanguard Total Bond Market ETF	$5,515,771	$73,483 ▼	-1.3%	74,912	3.7%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$4,073,691	$641,694 ▲	18.7%	42,737	2.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$3,989,623	$63,446 ▼	-1.6%	64,328	2.7%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$3,820,925	$690,731 ▲	22.1%	73,002	2.6%	ETF
IWM iShares Russell 2000 ETF	$3,797,041	$42,942 ▼	-1.1%	17,596	2.6%	Finance
DVY iShares Select Dividend ETF	$3,622,127	$128,294 ▼	-3.4%	27,273	2.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,604,082	$99,675 ▼	-2.7%	43,173	2.4%	ETF
EEM iShares MSCI Emerging Markets ETF	$2,884,173	$88,520 ▼	-3.0%	59,788	2.0%	Finance
EFA iShares MSCI EAFE ETF	$2,773,414	$64,003 ▼	-2.3%	31,026	1.9%	Finance
CVX Chevron	$2,586,871	$96,224 ▲	3.9%	18,066	1.7%	Energy
JPM JPMorgan Chase & Co.	$2,513,230	$27,541 ▲	1.1%	8,669	1.7%	Finance
IBM International Business Machines	$2,376,811	$10,907 ▼	-0.5%	8,063	1.6%	Computer and Technology
IDEV iShares Core MSCI International Developed Markets ETF	$2,245,689	$404,685 ▲	22.0%	29,533	1.5%	ETF
SO Southern	$2,219,623	$44,538 ▲	2.0%	24,171	1.5%	Utilities
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$2,165,420	$652,257 ▲	43.1%	86,513	1.5%	ETF
VNQ Vanguard Real Estate ETF	$1,891,634	$39,721 ▼	-2.1%	21,240	1.3%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$1,880,743	$443,253 ▲	30.8%	21,979	1.3%	ETF
KO CocaCola	$1,869,852	$31,979 ▲	1.7%	26,429	1.3%	Consumer Staples
AAPL Apple	$1,865,816	$46,574 ▲	2.6%	9,094	1.3%	Computer and Technology
CAT Caterpillar	$1,833,128	$83,077 ▲	4.7%	4,722	1.2%	Industrials
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,757,782	$409,581 ▲	30.4%	19,806	1.2%	ETF
VZ Verizon Communications	$1,745,685	$47,467 ▲	2.8%	40,344	1.2%	Computer and Technology
LMT Lockheed Martin	$1,701,576	$61,598 ▲	3.8%	3,674	1.2%	Aerospace
PALANTIR TECHNOLOGIES INC	$1,642,383	$265,551 ▲	19.3%	12,048	1.1%	CL A
XOM Exxon Mobil	$1,633,386	$39,670 ▲	2.5%	15,152	1.1%	Energy
IEMG iShares Core MSCI Emerging Markets ETF	$1,621,650	$287,183 ▲	21.5%	27,014	1.1%	ETF
PG Procter & Gamble	$1,602,919	$60,223 ▲	3.9%	10,061	1.1%	Consumer Staples
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,602,180	$575,879 ▲	56.1%	19,322	1.1%	ETF
VOO Vanguard S&P 500 ETF	$1,576,283	$2,272 ▼	-0.1%	2,775	1.1%	ETF
MMM 3M	$1,567,311	$43,388 ▲	2.8%	10,295	1.1%	Multi-Sector Conglomerates
CCI Crown Castle	$1,477,052	$43,763 ▲	3.1%	14,378	1.0%	Finance
MCD McDonald's	$1,473,413	$39,443 ▲	2.8%	5,043	1.0%	Retail/Wholesale
MRK Merck & Co., Inc.	$1,367,252	$143,359 ▲	11.7%	17,272	0.9%	Medical
ETR Entergy	$1,346,128	$55,358 ▲	4.3%	16,195	0.9%	Utilities
SCHV Schwab U.S. Large-Cap Value ETF	$1,322,764	$20,005 ▼	-1.5%	47,805	0.9%	ETF
JNJ Johnson & Johnson	$1,241,246	$54,837 ▲	4.6%	8,126	0.8%	Medical
HD Home Depot	$1,159,316	$52,063 ▲	4.7%	3,162	0.8%	Retail/Wholesale
IDV iShares International Select Dividend ETF	$1,142,385	$26,055 ▼	-2.2%	33,103	0.8%	ETF
IEUR iShares Core MSCI Europe ETF	$1,063,702	$67,458 ▼	-6.0%	16,068	0.7%	ETF
USRT iShares Core U.S. REIT ETF	$1,003,431	$31,165 ▼	-3.0%	17,741	0.7%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$977,220	$24,088 ▲	2.5%	12,252	0.7%	ETF
PFE Pfizer	$971,636	$124,206 ▲	14.7%	40,084	0.7%	Medical
IPAC iShares Core MSCI Pacific ETF	$971,349	$38,884 ▼	-3.8%	14,139	0.7%	ETF
DOW DOW	$893,488	$170,293 ▲	23.5%	33,742	0.6%	Basic Materials
AVGO Broadcom	$877,670	$3,583 ▼	-0.4%	3,184	0.6%	Computer and Technology
IXUS iShares Core MSCI Total International Stock ETF	$849,250	$85,814 ▼	-9.2%	10,985	0.6%	Manufacturing
IJR iShares Core S&P Small-Cap ETF	$832,243	$15,082 ▲	1.8%	7,615	0.6%	ETF
NVDA NVIDIA	$781,261	$693,576 ▼	-47.0%	4,945	0.5%	Computer and Technology
QQQ Invesco QQQ	$775,606	$13,239 ▲	1.7%	1,406	0.5%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$759,465	$13,909 ▼	-1.8%	5,624	0.5%	ETF
HWC Hancock Whitney	$730,358		0.0%	12,724	0.5%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$716,750	$8,804 ▼	-1.2%	16,770	0.5%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$675,478	$35,038 ▲	5.5%	13,437	0.5%	Manufacturing
AGG iShares Core U.S. Aggregate Bond ETF	$653,827	$13,094 ▼	-2.0%	6,591	0.4%	Finance
BRK.B Berkshire Hathaway	$621,300		0.0%	1,279	0.4%	Finance
VO Vanguard Mid-Cap ETF	$615,906	$3,918 ▼	-0.6%	2,201	0.4%	ETF
WMT Walmart	$519,896		0.0%	5,317	0.4%	Retail/Wholesale
VONV Vanguard Russell 1000 Value ETF	$504,784		0.0%	5,924	0.3%	ETF
TSLA Tesla	$418,994	$4,765 ▲	1.2%	1,319	0.3%	Auto/Tires/Trucks
SHY iShares 1-3 Year Treasury Bond ETF	$403,611		0.0%	4,871	0.3%	Manufacturing
VONG Vanguard Russell 1000 Growth ETF	$397,925		0.0%	3,644	0.3%	ETF
AMZN Amazon.com	$385,029	$209,956 ▼	-35.3%	1,755	0.3%	Retail/Wholesale
RTX RTX	$383,449		0.0%	2,626	0.3%	Aerospace
ORCL Oracle	$361,833		0.0%	1,655	0.2%	Computer and Technology
CRM Salesforce	$340,862	$2,727 ▲	0.8%	1,250	0.2%	Computer and Technology
TIDAL TR II	$300,501	$67,085 ▼	-18.3%	20,435	0.2%	CAMBRIA CHESAPEA
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$297,358	$46,416 ▲	18.5%	5,580	0.2%	Manufacturing
META Meta Platforms	$291,546	$6,643 ▲	2.3%	395	0.2%	Computer and Technology
GOOG Alphabet	$282,582	$1,774 ▲	0.6%	1,593	0.2%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$279,297	$39,886 ▲	16.7%	11,456	0.2%	ETF
SCHP Schwab U.S. TIPS ETF	$264,719	$38,206 ▲	16.9%	9,922	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$262,586		0.0%	425	0.2%	Finance
CSCO Cisco Systems	$257,955	$4,024 ▼	-1.5%	3,718	0.2%	Computer and Technology
ABBV AbbVie	$245,761	$186 ▼	-0.1%	1,324	0.2%	Medical
EPD Enterprise Products Partners	$222,993		0.0%	7,191	0.2%	Energy
PH Parker-Hannifin	$206,747	$206,747 ▲	New Holding	296	0.1%	Industrials
PPC Pilgrim's Pride	$0	$228,942 ▼	-100.0%	0	0.0%	Consumer Staples
VBR Vanguard Small-Cap Value ETF	$0	$203,615 ▼	-100.0%	0	0.0%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$0	$201,530 ▼	-100.0%	0	0.0%	ETF
VBK Vanguard Small-Cap Growth ETF	$0	$200,409 ▼	-100.0%	0	0.0%	ETF
AMRN Amarin	$0	$6,722 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2025)

About Inman Jager Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Inman Jager Wealth Management, LLC Top Holdings and 13F Report (2025)

About Inman Jager Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInman Jager Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools