The Analysis of Inman Jager Wealth Management, LLC's Holdings
Currently, Inman Jager Wealth Management, LLC holds 83 types of securities in its portfolio with a total value $156.6M. In the most recent quarter, they have increased their positions in IDEV (+3.8K shares, valued at $305.9K), INTC (+7.9K shares, valued at $265.9K), SPYV (+4.8K shares, valued at $263.2K); decreased their positions in PLTR (-3.7K shares, valued at $670.9K), TOTL (-8.2K shares, valued at $331.5K), BND (-3.9K shares, valued at $288.6K); initiated new positions in INTC (+7.9K shares, valued at $265.9K), SPMD (+4.1K shares, valued at $234.3K), OKLO (+2.0K shares, valued at $223.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP47.0K shares0.45%2025-09-302025-11-03
IVV ISHARES TR19.0K shares1.19%2025-09-302025-11-03 TOTL SSGA ACTIVE ETF TR167.2K shares-4.66%2025-09-302025-11-03 BND VANGUARD BD INDEX FDS71.0K shares-5.18%2025-09-302025-11-03 SPYG SPDR SERIES TRUST45.1K shares5.45%2025-09-302025-11-03 SPYV SPDR SERIES TRUST77.8K shares6.52%2025-09-302025-11-03 IWM ISHARES TR16.7K shares-4.92%2025-09-302025-11-03 IJH ISHARES TR62.0K shares-3.61%2025-09-302025-11-03 DVY ISHARES TR25.9K shares-5.08%2025-09-302025-11-03 IEFA ISHARES TR40.3K shares-6.76%2025-09-302025-11-03 EEM ISHARES TR55.7K shares-6.89%2025-09-302025-11-03 CVX CHEVRON CORP NEW18.1K shares0.43%2025-09-302025-11-03 EFA ISHARES TR29.8K shares-3.88%2025-09-302025-11-03 IDEV ISHARES TR33.3K shares12.92%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.8.3K shares-3.80%2025-09-302025-11-03 AAPL APPLE INC9.5K shares4.82%2025-09-302025-11-03 SCHR SCHWAB STRATEGIC TR94.2K shares8.89%2025-09-302025-11-03 VIOV VANGUARD ADMIRAL FDS INC23.3K shares6.06%2025-09-302025-11-03 SO SOUTHERN CO23.2K shares-4.06%2025-09-302025-11-03 IBM INTERNATIONAL BUSINESS MACHS7.7K shares-3.98%2025-09-302025-11-03 CAT CATERPILLAR INC4.5K shares-5.65%2025-09-302025-11-03 SLYG SPDR SERIES TRUST20.9K shares5.27%2025-09-302025-11-03 IEMG ISHARES INC29.8K shares10.24%2025-09-302025-11-03 VNQ VANGUARD INDEX FDS20.6K shares-2.93%2025-09-302025-11-03 LMT LOCKHEED MARTIN CORP3.7K shares-0.30%2025-09-302025-11-03 VCIT VANGUARD SCOTTSDALE FDS21.4K shares10.70%2025-09-302025-11-03 VZ VERIZON COMMUNICATIONS INC39.9K shares-1.17%2025-09-302025-11-03 KO COCA COLA CO26.0K shares-1.77%2025-09-302025-11-03 VOO VANGUARD INDEX FDS2.8K shares0.25%2025-09-302025-11-03 XOM EXXON MOBIL CORP15.0K shares-1.27%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO10.1K shares-0.01%2025-09-302025-11-03 PLTR PALANTIR TECHNOLOGIES INC8.4K shares-30.53%2025-09-302025-11-03 MMM 3M CO9.8K shares-4.79%2025-09-302025-11-03 MCD MCDONALDS CORP5.0K shares-1.74%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON8.0K shares-1.53%2025-09-302025-11-03 MRK MERCK & CO INC17.7K shares2.30%2025-09-302025-11-03 ETR ENTERGY CORP NEW15.9K shares-1.77%2025-09-302025-11-03 SCHV SCHWAB STRATEGIC TR48.0K shares0.49%2025-09-302025-11-03 CCI CROWN CASTLE INC14.3K shares-0.48%2025-09-302025-11-03 HD HOME DEPOT INC3.3K shares5.34%2025-09-302025-11-03 IDV ISHARES TR32.3K shares-2.40%2025-09-302025-11-03 SLYV SPDR SERIES TRUST12.4K shares1.10%2025-09-302025-11-03 NVDA NVIDIA CORPORATION5.9K shares18.44%2025-09-302025-11-03 IEUR ISHARES TR16.0K shares-0.32%2025-09-302025-11-03 USRT ISHARES TR18.0K shares1.42%2025-09-302025-11-03 PFE PFIZER INC41.0K shares2.26%2025-09-302025-11-03 IJR ISHARES TR8.8K shares15.09%2025-09-302025-11-03 IPAC ISHARES TR14.1K shares-0.22%2025-09-302025-11-03 AVGO BROADCOM INC3.0K shares-4.43%2025-09-302025-11-03 IXUS ISHARES TR11.0K shares0.36%2025-09-302025-11-03 QQQ INVESCO QQQ TR1.4K shares-0.78%2025-09-302025-11-03 ITOT ISHARES TR5.5K shares-2.54%2025-09-302025-11-03 HWC HANCOCK WHITNEY CORPORATION12.7K shares0.00%2025-09-302025-11-03 SPEM SPDR INDEX SHS FDS16.8K shares0.14%2025-09-302025-11-03 AGG ISHARES TR6.6K shares0.00%2025-09-302025-11-03 VO VANGUARD INDEX FDS2.2K shares-0.41%2025-09-302025-11-03 DOW DOW INC27.4K shares-18.68%2025-09-302025-11-03 TSLA TESLA INC1.3K shares0.00%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-11.88%2025-09-302025-11-03 VTIP VANGUARD MALVERN FDS10.7K shares-20.06%2025-09-302025-11-03 VONV VANGUARD SCOTTSDALE FDS5.9K shares0.00%2025-09-302025-11-03 WMT WALMART INC4.9K shares-7.99%2025-09-302025-11-03 RTX RTX CORPORATION2.6K shares0.00%2025-09-302025-11-03 VONG VANGUARD SCOTTSDALE FDS3.6K shares0.00%2025-09-302025-11-03 SHY ISHARES TR4.9K shares0.00%2025-09-302025-11-03 AMZN AMAZON COM INC1.7K shares-3.53%2025-09-302025-11-03 ABBV ABBVIE INC1.5K shares16.99%2025-09-302025-11-03 GOOG ALPHABET INC1.5K shares-8.29%2025-09-302025-11-03 META META PLATFORMS INC440 shares11.39%2025-09-302025-11-03 PH PARKER-HANNIFIN CORP410 shares38.51%2025-09-302025-11-03 IGIB ISHARES TR5.6K shares0.02%2025-09-302025-11-03 CRM SALESFORCE INC1.2K shares-0.80%2025-09-302025-11-03 SCHO SCHWAB STRATEGIC TR11.5K shares0.52%2025-09-302025-11-03 CSCO CISCO SYS INC4.1K shares9.17%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR414 shares-2.59%2025-09-302025-11-03 SCHP SCHWAB STRATEGIC TR10.1K shares1.32%2025-09-302025-11-03 INTC INTEL CORP7.9K sharesnew addition2025-09-302025-11-03 MFUT TIDAL TRUST II15.8K shares-22.73%2025-09-302025-11-03 SPMD SPDR SERIES TRUST4.1K sharesnew addition2025-09-302025-11-03 EPD ENTERPRISE PRODS PARTNERS L7.2K shares0.00%2025-09-302025-11-03 OKLO OKLO INC2.0K sharesnew addition2025-09-302025-11-03 GE GE AEROSPACE736 sharesnew addition2025-09-302025-11-03 VTWO VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available