Sponsored

The Analysis of Inman Jager Wealth Management, LLC's Holdings & P&L

Currently, Inman Jager Wealth Management, LLC holds 90 types of securities in its portfolio with a total value $187.9M. In the most recent quarter, they have increased their positions in BND (+7.3K shares, valued at $533.8K), VO (+6.3K shares, valued at $503.7K), TOTL (+12.2K shares, valued at $483.1K); decreased their positions in CAT (-924 shares, valued at $984.0K), EEM (-1.3K shares, valued at $90.5K), PH (-71 shares, valued at $69.4K); initiated new positions in AMD (+506 shares, valued at $293.9K), N/A (+5.0K shares, valued at $267.7K), N/A (+350 shares, valued at $267.1K).

1M P&L

+865.6K+0.55%

3M P&L

+7.4M+4.97%

HY P&L

+11.0M+7.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A88.8M

59.3%

2Software - Infrastructure17.2M

11.5%

3Drug Manufacturers - General6.1M

4.1%

Top Industries by Stock Count

1N/A40 stocks

54.8%

2Semiconductors3 stocks

4.1%

3Drug Manufacturers - General3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR25.2K shares1.12%2026-06-302026-08-07

MSFT MICROSOFT CORP46.2K shares1.27%2026-06-302026-08-07

TOTL SSGA ACTIVE ETF TR180.5K shares7.28%2026-06-302026-08-07

SPYG SPDR SERIES TRUST55.2K shares1.21%2026-06-302026-08-07

SPYV SPDR SERIES TRUST99.2K shares3.21%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS78.7K shares10.18%2026-06-302026-08-07

IWM ISHARES TR16.1K shares-1.40%2026-06-302026-08-07

IJH ISHARES TR61.2K shares-0.12%2026-06-302026-08-07

Sponsored

IDEV ISHARES TR51.4K shares3.21%2026-06-302026-08-07

DVY ISHARES TR25.2K shares0.29%2026-06-302026-08-07

SCHR SCHWAB STRATEGIC TR158.1K shares5.70%2026-06-302026-08-07

ISHARES TR ISHARES TR39.4K shares1.41%2026-06-302026-08-07

CAT CATERPILLAR INC3.4K shares-21.31%2026-06-302026-08-07

EEM ISHARES TR51.4K shares-2.51%2026-06-302026-08-07

IEMG ISHARES INC40.1K shares1.82%2026-06-302026-08-07

VCIT VANGUARD SCOTTSDALE FDS39.7K shares6.22%2026-06-302026-08-07

Sponsored

CVX CHEVRON CORPORATION19.6K shares1.11%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO9.5K shares9.04%2026-06-302026-08-07

EFA ISHARES TR29.0K shares0.09%2026-06-302026-08-07

AAPL APPLE INC10.4K shares6.00%2026-06-302026-08-07

VIOV VANGUARD ADMIRAL FDS INC24.5K shares0.04%2026-06-302026-08-07

SLYG SPDR SERIES TRUST22.2K shares-0.08%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO27.5K shares4.36%2026-06-302026-08-07

MRK MERCK & CO INC20.3K shares4.98%2026-06-302026-08-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS8.4K shares4.86%2026-06-302026-08-07

KO COCA COLA CO29.1K shares2.65%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP16.5K shares1.93%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON8.6K shares1.99%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP4.2K shares5.89%2026-06-302026-08-07

IJR ISHARES TR14.3K shares3.54%2026-06-302026-08-07

VNQ VANGUARD INDEX FDS21.5K shares1.27%2026-06-302026-08-07

ETR ENTERGY CORP NEW17.5K shares-0.09%2026-06-302026-08-07

Sponsored

VZ VERIZON COMMUNICATIONS INC46.0K shares1.65%2026-06-302026-08-07

PG PROCTER & GAMBLE CO13.2K shares9.34%2026-06-302026-08-07

3M CO 3M CO11.5K shares5.22%2026-06-302026-08-07

SPMD SPDR SERIES TRUST26.3K shares6.59%2026-06-302026-08-07

VOO VANGUARD INDEX FDS2.6K shares1.18%2026-06-302026-08-07

NVDA NVIDIA CORPORATION8.6K shares0.54%2026-06-302026-08-07

MCD MCDONALDS CORP6.3K shares13.16%2026-06-302026-08-07

HD HOME DEPOT INC4.6K shares15.90%2026-06-302026-08-07

Sponsored

DOW DOW HLDGS INC54.6K shares0.14%2026-06-302026-08-07

SCHV SCHWAB STRATEGIC TR42.5K shares0.00%2026-06-302026-08-07

CCI CROWN CASTLE INC18.9K shares5.61%2026-06-302026-08-07

PFE PFIZER INC54.4K shares11.10%2026-06-302026-08-07

IDV ISHARES TR30.1K shares-1.93%2026-06-302026-08-07

SLYV SPDR SERIES TRUST11.2K shares-0.17%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.8K shares-2.01%2026-06-302026-08-07

INTC INTEL CORP8.1K shares0.30%2026-06-302026-08-07

Sponsored

USRT ISHARES TR16.9K shares0.51%2026-06-302026-08-07

IEUR ISHARES TR14.2K shares0.28%2026-06-302026-08-07

IXUS ISHARES TR11.2K shares1.37%2026-06-302026-08-07

IPAC ISHARES TR12.5K shares0.00%2026-06-302026-08-07

QQQ INVESCO QQQ TR1.4K shares-1.08%2026-06-302026-08-07

HWC HANCOCK WHITNEY CORPORATION12.7K shares0.00%2026-06-302026-08-07

BROADCOM INC BROADCOM INC2.5K shares5.68%2026-06-302026-08-07

ITOT ISHARES TR5.5K shares0.02%2026-06-302026-08-07

Sponsored

SPEM SPDR INDEX SHS FDS16.6K shares0.02%2026-06-302026-08-07

TSLA TESLA INC2.0K shares-2.22%2026-06-302026-08-07

ISHARES TR ISHARES TR7.7K shares8.48%2026-06-302026-08-07

VO VANGUARD INDEX FDS8.2K shares326.30%2026-06-302026-08-07

VONV VANGUARD SCOTTSDALE FDS6.1K shares3.00%2026-06-302026-08-07

WMT WALMART INC5.4K shares0.19%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.53%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC4.5K shares13.03%2026-06-302026-08-07

Sponsored

GOOG ALPHABET INC1.4K shares-6.51%2026-06-302026-08-07

VONG VANGUARD SCOTTSDALE FDS3.8K shares4.01%2026-06-302026-08-07

ABBVIE INC ABBVIE INC1.7K shares10.39%2026-06-302026-08-07

AMZN AMAZON COM INC1.8K shares7.84%2026-06-302026-08-07

SHY ISHARES TR4.9K shares0.00%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION1.8K shares6.91%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP322 shares-18.07%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T414 shares0.00%2026-06-302026-08-07

Sponsored

IGIB ISHARES TR5.7K shares0.00%2026-06-302026-08-07

SCHO SCHWAB STRATEGIC TR12.5K shares5.22%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC506 sharesnew addition2026-06-302026-08-07

SCHP SCHWAB STRATEGIC TR10.8K shares0.00%2026-06-302026-08-07

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS2.2K shares4.17%2026-06-302026-08-07

IONQ INC IONQ INC5.0K sharesnew addition2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC350 sharesnew addition2026-06-302026-08-07

EPD ENTERPRISE PRODS PARTNERS L7.2K shares0.00%2026-06-302026-08-07

Sponsored

GE GE AEROSPACE686 shares-6.79%2026-06-302026-08-07

RF REGIONS FINANCIAL CORP NEW8.4K shares0.00%2026-06-302026-08-07

SCHM SCHWAB STRATEGIC TR6.6K shares0.00%2026-06-302026-08-07

VBK VANGUARD INDEX FDS658 sharesnew addition2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC227 sharesnew addition2026-06-302026-08-07

VBR VANGUARD INDEX FDS939 shares0.00%2026-06-302026-08-07

ASML ASML HLDG NV112 sharesnew addition2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC379 shares-12.27%2026-06-302026-08-07

Sponsored

VWO VANGUARD INTL EQUITY INDEX F3.4K sharesnew addition2026-06-302026-08-07

GEV GE VERNOVA INC172 sharesnew addition2026-06-302026-08-07

ISHARES TR

1.12%

Shares25.2K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

1.27%

Shares46.2K

Event2026-06-30

Filed2026-08-07

TOTL

SSGA ACTIVE ETF TR

7.28%

Shares180.5K

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

1.21%

Shares55.2K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

3.21%

Shares99.2K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

10.18%

Shares78.7K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-1.40%

Shares16.1K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-0.12%

Shares61.2K

Event2026-06-30

Filed2026-08-07

IDEV

ISHARES TR

3.21%

Shares51.4K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

0.29%

Shares25.2K

Event2026-06-30

Filed2026-08-07

SCHR

SCHWAB STRATEGIC TR

5.70%

Shares158.1K

Event2026-06-30

Filed2026-08-07

ISHARES TR

1.41%

Shares39.4K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-21.31%

Shares3.4K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES TR

-2.51%

Shares51.4K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

1.82%

Shares40.1K

Event2026-06-30

Filed2026-08-07

VCIT

VANGUARD SCOTTSDALE FDS

6.22%

Shares39.7K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

1.11%

Shares19.6K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

9.04%

Shares9.5K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

0.09%

Shares29.0K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

6.00%

Shares10.4K

Event2026-06-30

Filed2026-08-07

VIOV

VANGUARD ADMIRAL FDS INC

0.04%

Shares24.5K

Event2026-06-30

Filed2026-08-07

SLYG

SPDR SERIES TRUST

-0.08%

Shares22.2K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

4.36%

Shares27.5K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

4.98%

Shares20.3K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

4.86%

Shares8.4K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

2.65%

Shares29.1K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

1.93%

Shares16.5K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

1.99%

Shares8.6K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

5.89%

Shares4.2K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

3.54%

Shares14.3K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

1.27%

Shares21.5K

Event2026-06-30

Filed2026-08-07

ETR

ENTERGY CORP NEW

-0.09%

Shares17.5K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

1.65%

Shares46.0K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

9.34%

Shares13.2K

Event2026-06-30

Filed2026-08-07

3M CO

5.22%

Shares11.5K

Event2026-06-30

Filed2026-08-07

SPMD

SPDR SERIES TRUST

6.59%

Shares26.3K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

1.18%

Shares2.6K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

0.54%

Shares8.6K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

13.16%

Shares6.3K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

15.90%

Shares4.6K

Event2026-06-30

Filed2026-08-07

DOW

DOW HLDGS INC

0.14%

Shares54.6K

Event2026-06-30

Filed2026-08-07

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares42.5K

Event2026-06-30

Filed2026-08-07

CCI

CROWN CASTLE INC

5.61%

Shares18.9K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

11.10%

Shares54.4K

Event2026-06-30

Filed2026-08-07

IDV

ISHARES TR

-1.93%

Shares30.1K

Event2026-06-30

Filed2026-08-07

SLYV

SPDR SERIES TRUST

-0.17%

Shares11.2K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-2.01%

Shares9.8K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

0.30%

Shares8.1K

Event2026-06-30

Filed2026-08-07

USRT

ISHARES TR

0.51%

Shares16.9K

Event2026-06-30

Filed2026-08-07

IEUR

ISHARES TR

0.28%

Shares14.2K

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES TR

1.37%

Shares11.2K

Event2026-06-30

Filed2026-08-07

IPAC

ISHARES TR

0.00%

Shares12.5K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-1.08%

Shares1.4K

Event2026-06-30

Filed2026-08-07

HWC

HANCOCK WHITNEY CORPORATION

0.00%

Shares12.7K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

5.68%

Shares2.5K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

0.02%

Shares5.5K

Event2026-06-30

Filed2026-08-07

SPEM

SPDR INDEX SHS FDS

0.02%

Shares16.6K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-2.22%

Shares2.0K

Event2026-06-30

Filed2026-08-07

ISHARES TR

8.48%

Shares7.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

326.30%

Shares8.2K

Event2026-06-30

Filed2026-08-07

VONV

VANGUARD SCOTTSDALE FDS

3.00%

Shares6.1K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

0.19%

Shares5.4K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.53%

Shares1.1K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

13.03%

Shares4.5K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-6.51%

Shares1.4K

Event2026-06-30

Filed2026-08-07

VONG

VANGUARD SCOTTSDALE FDS

4.01%

Shares3.8K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

10.39%

Shares1.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

7.84%

Shares1.8K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

6.91%

Shares1.8K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

-18.07%

Shares322

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.00%

Shares414

Event2026-06-30

Filed2026-08-07

IGIB

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-07

SCHO

SCHWAB STRATEGIC TR

5.22%

Shares12.5K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

New

Shares506

Event2026-06-30

Filed2026-08-07

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-07

VANGUARD SCOTTSDALE FDS

4.17%

Shares2.2K

Event2026-06-30

Filed2026-08-07

IONQ INC

New

Shares5.0K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

New

Shares350

Event2026-06-30

Filed2026-08-07

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-6.79%

Shares686

Event2026-06-30

Filed2026-08-07

REGIONS FINANCIAL CORP NEW

0.00%

Shares8.4K

Event2026-06-30

Filed2026-08-07

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD INDEX FDS

New

Shares658

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

New

Shares227

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD INDEX FDS

0.00%

Shares939

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

New

Shares112

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-12.27%

Shares379

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares3.4K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

New

Shares172

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available