Sponsored

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

Currently, Inman Jager Wealth Management, LLC holds 84 types of securities in its portfolio with a total value $171.1M. In the most recent quarter, they have increased their positions in IVV (+3.5K shares, valued at $2.3M), SCHR (+37.0K shares, valued at $922.4K), VCIT (+11.1K shares, valued at $916.1K); decreased their positions in RTX (-1.3K shares, valued at $251.2K), EEM (-2.2K shares, valued at $122.2K), IEFA (-1.3K shares, valued at $116.4K); initiated new positions in RF (+8.4K shares, valued at $220.6K), VBR (+939 shares, valued at $204.0K), SCHM (+6.6K shares, valued at $203.6K).

1M P&L

+4.2M+2.49%

3M P&L

+3.4M+1.99%

HY P&L

+11.4M+6.94%

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/A97.8M

59.9%

2Software - Infrastructure18.4M

11.3%

3Oil & Gas Integrated6.8M

4.1%

Top Industries by Stock Count

1N/A42 stocks

55.3%

2Drug Manufacturers - General3 stocks

3.9%

3Oil & Gas Integrated2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP45.6K shares0.49%2026-03-312026-04-23

IVV ISHARES TR24.9K shares16.46%2026-03-312026-04-23

TOTL SSGA ACTIVE ETF TR168.2K shares-0.30%2026-03-312026-04-23

SPYV SPDR SERIES TRUST96.1K shares11.64%2026-03-312026-04-23

SPYG SPDR SERIES TRUST54.6K shares11.78%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS71.5K shares-2.11%2026-03-312026-04-23

IDEV ISHARES TR49.8K shares24.83%2026-03-312026-04-23

IJH ISHARES TR61.3K shares-1.32%2026-03-312026-04-23

Sponsored

IWM ISHARES TR16.3K shares-1.89%2026-03-312026-04-23

CVX CHEVRON CORPORATION19.4K shares1.93%2026-03-312026-04-23

DVY ISHARES TR25.1K shares-2.27%2026-03-312026-04-23

SCHR SCHWAB STRATEGIC TR149.6K shares32.89%2026-03-312026-04-23

IEFA ISHARES TR38.8K shares-3.21%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS37.4K shares42.01%2026-03-312026-04-23

CAT CATERPILLAR INC4.3K shares-1.92%2026-03-312026-04-23

EEM ISHARES TR52.7K shares-3.92%2026-03-312026-04-23

Sponsored

EFA ISHARES TR29.0K shares-2.07%2026-03-312026-04-23

IEMG ISHARES INC39.3K shares15.66%2026-03-312026-04-23

XOM EXXON MOBIL CORP16.2K shares2.45%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO8.7K shares3.39%2026-03-312026-04-23

SO SOUTHERN CO26.4K shares5.66%2026-03-312026-04-23

VIOV VANGUARD ADMIRAL FDS INC24.5K shares-0.75%2026-03-312026-04-23

AAPL APPLE INC9.8K shares2.37%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP4.0K shares1.45%2026-03-312026-04-23

Sponsored

MERCK & CO INC MERCK & CO INC19.3K shares2.46%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC45.3K shares2.04%2026-03-312026-04-23

DOW DOW HLDGS INC54.5K shares6.54%2026-03-312026-04-23

KO COCA COLA CO28.4K shares3.71%2026-03-312026-04-23

SLYG SPDR SERIES TRUST22.2K shares1.05%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON8.4K shares1.78%2026-03-312026-04-23

ETR ENTERGY CORP NEW17.5K shares4.49%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS8.0K shares5.76%2026-03-312026-04-23

Sponsored

VNQ VANGUARD INDEX FDS21.2K shares0.38%2026-03-312026-04-23

PG PROCTER & GAMBLE CO12.1K shares8.27%2026-03-312026-04-23

MCD MCDONALDS CORP5.6K shares4.70%2026-03-312026-04-23

IJR ISHARES TR13.8K shares31.02%2026-03-312026-04-23

MMM 3M CO10.9K shares6.41%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares4.36%2026-03-312026-04-23

NVDA NVIDIA CORPORATION8.6K shares0.46%2026-03-312026-04-23

SPMD SPDR SERIES TRUST24.7K shares91.42%2026-03-312026-04-23

Sponsored

CROWN CASTLE INC CROWN CASTLE INC17.9K shares11.09%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC10.0K shares15.53%2026-03-312026-04-23

PFE PFIZER INC49.0K shares7.19%2026-03-312026-04-23

HD HOME DEPOT INC4.0K shares8.24%2026-03-312026-04-23

IDV ISHARES TR30.7K shares-3.19%2026-03-312026-04-23

SCHV SCHWAB STRATEGIC TR42.5K shares-0.71%2026-03-312026-04-23

SLYV SPDR SERIES TRUST11.2K shares0.36%2026-03-312026-04-23

IEUR ISHARES TR14.2K shares0.15%2026-03-312026-04-23

Sponsored

USRT ISHARES TR16.8K shares-2.74%2026-03-312026-04-23

IXUS ISHARES TR11.0K shares1.42%2026-03-312026-04-23

IPAC ISHARES TR12.5K shares-0.74%2026-03-312026-04-23

HWC HANCOCK WHITNEY CORPORATION12.7K shares-0.39%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-0.36%2026-03-312026-04-23

ITOT ISHARES TR5.5K shares0.00%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS16.6K shares0.42%2026-03-312026-04-23

TSLA TESLA INC2.1K shares43.89%2026-03-312026-04-23

Sponsored

BROADCOM INC BROADCOM INC2.4K shares0.00%2026-03-312026-04-23

AGG ISHARES TR7.1K shares7.75%2026-03-312026-04-23

WMT WALMART INC5.4K shares10.22%2026-03-312026-04-23

VONV VANGUARD SCOTTSDALE FDS5.9K shares0.00%2026-03-312026-04-23

VO VANGUARD INDEX FDS1.9K shares1.48%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS10.8K shares0.82%2026-03-312026-04-23

ALPHABET INC ALPHABET INC1.5K shares-19.99%2026-03-312026-04-23

Sponsored

SHY ISHARES TR4.9K shares0.00%2026-03-312026-04-23

VONG VANGUARD SCOTTSDALE FDS3.6K shares0.00%2026-03-312026-04-23

INTC INTEL CORP8.1K shares2.52%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP393 shares-3.44%2026-03-312026-04-23

AMZN AMAZON COM INC1.7K shares-18.00%2026-03-312026-04-23

ABBV ABBVIE INC1.5K shares0.00%2026-03-312026-04-23

RTX RTX CORPORATION1.7K shares-43.46%2026-03-312026-04-23

CSCO CISCO SYS INC4.0K shares0.02%2026-03-312026-04-23

Sponsored

IGIB ISHARES TR5.7K shares0.00%2026-03-312026-04-23

SCHO SCHWAB STRATEGIC TR11.9K shares0.00%2026-03-312026-04-23

SCHP SCHWAB STRATEGIC TR10.8K shares0.00%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L7.2K shares0.00%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T414 shares0.00%2026-03-312026-04-23

META META PLATFORMS INC432 shares0.00%2026-03-312026-04-23

CRM SALESFORCE INC1.3K shares1.37%2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW8.4K sharesnew addition2026-03-312026-04-23

Sponsored

VTWO VANGUARD SCOTTSDALE FDS2.1K shares0.00%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE736 shares0.00%2026-03-312026-04-23

VBR VANGUARD INDEX FDS939 sharesnew addition2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR6.6K sharesnew addition2026-03-312026-04-23

MSFT

MICROSOFT CORP

0.49%

Shares45.6K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

16.46%

Shares24.9K

Event2026-03-31

Filed2026-04-23

TOTL

SSGA ACTIVE ETF TR

-0.30%

Shares168.2K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

11.64%

Shares96.1K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

11.78%

Shares54.6K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

-2.11%

Shares71.5K

Event2026-03-31

Filed2026-04-23

IDEV

ISHARES TR

24.83%

Shares49.8K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-1.32%

Shares61.3K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

-1.89%

Shares16.3K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

1.93%

Shares19.4K

Event2026-03-31

Filed2026-04-23

DVY

ISHARES TR

-2.27%

Shares25.1K

Event2026-03-31

Filed2026-04-23

SCHR

SCHWAB STRATEGIC TR

32.89%

Shares149.6K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

-3.21%

Shares38.8K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

42.01%

Shares37.4K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-1.92%

Shares4.3K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

-3.92%

Shares52.7K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

-2.07%

Shares29.0K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

15.66%

Shares39.3K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

2.45%

Shares16.2K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

3.39%

Shares8.7K

Event2026-03-31

Filed2026-04-23

SOUTHERN CO

5.66%

Shares26.4K

Event2026-03-31

Filed2026-04-23

VIOV

VANGUARD ADMIRAL FDS INC

-0.75%

Shares24.5K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

2.37%

Shares9.8K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

1.45%

Shares4.0K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

2.46%

Shares19.3K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

2.04%

Shares45.3K

Event2026-03-31

Filed2026-04-23

DOW

DOW HLDGS INC

6.54%

Shares54.5K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

3.71%

Shares28.4K

Event2026-03-31

Filed2026-04-23

SLYG

SPDR SERIES TRUST

1.05%

Shares22.2K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

1.78%

Shares8.4K

Event2026-03-31

Filed2026-04-23

ETR

ENTERGY CORP NEW

4.49%

Shares17.5K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

5.76%

Shares8.0K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

0.38%

Shares21.2K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

8.27%

Shares12.1K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

4.70%

Shares5.6K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

31.02%

Shares13.8K

Event2026-03-31

Filed2026-04-23

MMM

3M CO

6.41%

Shares10.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

4.36%

Shares2.5K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

0.46%

Shares8.6K

Event2026-03-31

Filed2026-04-23

SPMD

SPDR SERIES TRUST

91.42%

Shares24.7K

Event2026-03-31

Filed2026-04-23

CROWN CASTLE INC

11.09%

Shares17.9K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

15.53%

Shares10.0K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

7.19%

Shares49.0K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

8.24%

Shares4.0K

Event2026-03-31

Filed2026-04-23

IDV

ISHARES TR

-3.19%

Shares30.7K

Event2026-03-31

Filed2026-04-23

SCHV

SCHWAB STRATEGIC TR

-0.71%

Shares42.5K

Event2026-03-31

Filed2026-04-23

SLYV

SPDR SERIES TRUST

0.36%

Shares11.2K

Event2026-03-31

Filed2026-04-23

IEUR

ISHARES TR

0.15%

Shares14.2K

Event2026-03-31

Filed2026-04-23

USRT

ISHARES TR

-2.74%

Shares16.8K

Event2026-03-31

Filed2026-04-23

IXUS

ISHARES TR

1.42%

Shares11.0K

Event2026-03-31

Filed2026-04-23

IPAC

ISHARES TR

-0.74%

Shares12.5K

Event2026-03-31

Filed2026-04-23

HWC

HANCOCK WHITNEY CORPORATION

-0.39%

Shares12.7K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-0.36%

Shares1.4K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-23

SPEM

SPDR INDEX SHS FDS

0.42%

Shares16.6K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

43.89%

Shares2.1K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

7.75%

Shares7.1K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

10.22%

Shares5.4K

Event2026-03-31

Filed2026-04-23

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

1.48%

Shares1.9K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

VTIP

VANGUARD MALVERN FDS

0.82%

Shares10.8K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-19.99%

Shares1.5K

Event2026-03-31

Filed2026-04-23

SHY

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-23

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

2.52%

Shares8.1K

Event2026-03-31

Filed2026-04-23

PARKER-HANNIFIN CORP

-3.44%

Shares393

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-18.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

-43.46%

Shares1.7K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

0.02%

Shares4.0K

Event2026-03-31

Filed2026-04-23

IGIB

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-23

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-23

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-23

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares414

Event2026-03-31

Filed2026-04-23