The Analysis of Inman Jager Wealth Management, LLC's Holdings
Currently, Inman Jager Wealth Management, LLC holds 81 types of securities in its portfolio with a total value $163.3M. In the most recent quarter, they have increased their positions in IVV (+2.4K shares, valued at $1.6M), DOW (+23.7K shares, valued at $554.2K), IDEV (+6.5K shares, valued at $537.6K); decreased their positions in MSFT (-1.6K shares, valued at $765.1K), N/A (-682 shares, valued at $236.0K), N/A (-352 shares, valued at $220.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP45.4K shares-3.37%2025-12-312026-01-26
IVV ISHARES TR21.4K shares12.37%2025-12-312026-01-26 TOTL SSGA ACTIVE ETF TR168.7K shares0.91%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS73.0K shares2.76%2025-12-312026-01-26 SPYG SPDR SERIES TRUST48.8K shares8.35%2025-12-312026-01-26 SPYV SPDR SERIES TRUST86.1K shares10.70%2025-12-312026-01-26 IJH ISHARES TR62.1K shares0.21%2025-12-312026-01-26 IWM ISHARES TR16.6K shares-0.69%2025-12-312026-01-26 DVY ISHARES TR25.7K shares-0.83%2025-12-312026-01-26 IEFA ISHARES TR40.1K shares-0.34%2025-12-312026-01-26 IDEV ISHARES TR39.9K shares19.54%2025-12-312026-01-26 EEM ISHARES TR54.9K shares-1.43%2025-12-312026-01-26 CVX CHEVRON CORP NEW19.0K shares4.99%2025-12-312026-01-26 EFA ISHARES TR29.6K shares-0.79%2025-12-312026-01-26 SCHR SCHWAB STRATEGIC TR112.6K shares19.51%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.8.4K shares0.53%2025-12-312026-01-26 AAPL APPLE INC9.6K shares0.48%2025-12-312026-01-26 CAT CATERPILLAR INC4.4K shares-0.74%2025-12-312026-01-26 VIOV VANGUARD ADMIRAL FDS INC24.7K shares5.81%2025-12-312026-01-26 IEMG ISHARES INC34.0K shares14.23%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS7.6K shares-1.78%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS26.4K shares23.20%2025-12-312026-01-26 SO SOUTHERN CO25.0K shares7.67%2025-12-312026-01-26 SLYG SPDR SERIES TRUST22.0K shares5.46%2025-12-312026-01-26 KO COCA COLA CO27.4K shares5.44%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP3.9K shares7.29%2025-12-312026-01-26 XOM EXXON MOBIL CORP15.8K shares5.47%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS21.2K shares2.62%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC44.4K shares11.33%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON8.2K shares3.00%2025-12-312026-01-26 MMM 3M CO10.3K shares4.97%2025-12-312026-01-26 MCD MCDONALDS CORP5.3K shares7.35%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO11.1K shares10.64%2025-12-312026-01-26 NVDA NVIDIA CORPORATION8.5K shares45.64%2025-12-312026-01-26 ETR ENTERGY CORP NEW16.8K shares5.29%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC8.6K shares2.93%2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR42.8K shares-10.87%2025-12-312026-01-26 HD HOME DEPOT INC3.7K shares10.45%2025-12-312026-01-26 IJR ISHARES TR10.5K shares20.16%2025-12-312026-01-26 IDV ISHARES TR31.7K shares-1.75%2025-12-312026-01-26 DOW DOW INC51.1K shares86.39%2025-12-312026-01-26 PFE PFIZER INC45.7K shares11.45%2025-12-312026-01-26 SLYV SPDR SERIES TRUST11.2K shares-9.51%2025-12-312026-01-26 IEUR ISHARES TR14.2K shares-11.60%2025-12-312026-01-26 USRT ISHARES TR17.2K shares-4.15%2025-12-312026-01-26 IXUS ISHARES TR10.9K shares-1.36%2025-12-312026-01-26 IPAC ISHARES TR12.6K shares-10.99%2025-12-312026-01-26 BROADCOM INC BROADCOM INC2.4K shares-22.41%2025-12-312026-01-26 ITOT ISHARES TR5.5K shares0.00%2025-12-312026-01-26 HWC HANCOCK WHITNEY CORPORATION12.7K shares0.00%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS16.5K shares-1.80%2025-12-312026-01-26 SPMD SPDR SERIES TRUST12.9K shares214.94%2025-12-312026-01-26 AGG ISHARES TR6.6K shares0.00%2025-12-312026-01-26 TSLA TESLA INC1.4K shares9.17%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.9K shares30.12%2025-12-312026-01-26 RTX RTX CORPORATION3.0K shares14.09%2025-12-312026-01-26 VO VANGUARD INDEX FDS1.9K shares-13.87%2025-12-312026-01-26 VONV VANGUARD SCOTTSDALE FDS5.9K shares0.00%2025-12-312026-01-26 WMT WALMART INC4.9K shares0.00%2025-12-312026-01-26 VTIP VANGUARD MALVERN FDS10.7K shares-0.15%2025-12-312026-01-26 AMZN AMAZON COM INC2.0K shares19.43%2025-12-312026-01-26 VONG VANGUARD SCOTTSDALE FDS3.6K shares0.00%2025-12-312026-01-26 SHY ISHARES TR4.9K shares0.00%2025-12-312026-01-26 PH PARKER-HANNIFIN CORP407 shares-0.73%2025-12-312026-01-26 ABBV ABBVIE INC1.5K shares0.00%2025-12-312026-01-26 CRM SALESFORCE INC1.2K shares0.00%2025-12-312026-01-26 CSCO CISCO SYS INC4.0K shares-1.11%2025-12-312026-01-26 IGIB ISHARES TR5.7K shares2.35%2025-12-312026-01-26 INTC INTEL CORP7.9K shares0.00%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR11.9K shares3.46%2025-12-312026-01-26 SCHP SCHWAB STRATEGIC TR10.8K shares7.50%2025-12-312026-01-26 META META PLATFORMS INC432 shares-1.82%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR414 shares0.00%2025-12-312026-01-26 EPD ENTERPRISE PRODS PARTNERS L7.2K shares0.00%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE736 shares0.00%2025-12-312026-01-26 VTWO VANGUARD SCOTTSDALE FDS2.1K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available