Inman Jager Wealth Management, LLC Portfolio Holdings

Inman Jager Wealth Management, LLC

  • $133 Billion
  • Q1 2025

Inman Jager Wealth Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.6B, Ishares Core S&P 500 ETF with a value of $10.8B, Ssga Active ETF Tr Spdr Doblel with a value of $7.18B, Vanguard Bd Index Fd Inc Total with a value of $5.58B, and Ishares Core S&P Mid Cap ETF with a value of $3.81B.

Examining the 13F form we can see an increase of $5.17B in the current position value, from $128B to 133B.

Inman Jager Wealth Management, LLC is based out at Hattiesburg, MS

Below you can find more details about Inman Jager Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $75.4 Billion
Technology: $24.8 Billion
Energy: $4.91 Billion
Industrials: $4.89 Billion
Consumer Defensive: $4.21 Billion
Healthcare: $3.85 Billion
Utilities: $3.51 Billion
Consumer Cyclical: $3.49 Billion
Other: $8.11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$17.6 Billion 13.17% of portfolio
46,827
Q1 2025 Added 0.08%
$0
$10.8 Billion 8.13% of portfolio
19,301
Q1 2025 Reduced 5.88%
$0
$7.18 Billion 5.38% of portfolio
178,215
Q1 2025 Added 13.69%
$0
$5.58 Billion 4.18% of portfolio
75,910
Q1 2025 Added 15.01%
$0
$3.81 Billion 2.86% of portfolio
65,351
Q1 2025 Reduced 3.34%
$0
$3.79 Billion 2.84% of portfolio
28,239
Q1 2025 Reduced 3.86%
$0
$3.55 Billion 2.66% of portfolio
17,795
Q1 2025 Reduced 2.55%
$0
$3.36 Billion 2.51% of portfolio
44,367
Q1 2025 Added 0.37%
$0
$3.05 Billion 2.29% of portfolio
59,805
Q1 2025 Added 32.31%
$268B
$2.91 Billion 2.18% of portfolio
17,394
Q1 2025 Added 4.01%
$0
$2.89 Billion 2.17% of portfolio
36,005
Q1 2025 Added 28.69%
$0
$2.69 Billion 2.02% of portfolio
61,623
Q1 2025 Added 0.5%
$0
$2.59 Billion 1.94% of portfolio
31,742
Q1 2025 Added 1.31%
$98B
$2.18 Billion 1.63% of portfolio
23,686
Q1 2025 Reduced 0.95%
$774B
$2.1 Billion 1.58% of portfolio
8,574
Q1 2025 Reduced 9.23%
$232B
$2.01 Billion 1.51% of portfolio
8,100
Q1 2025 Reduced 6.26%
$0
$1.96 Billion 1.47% of portfolio
21,686
Q1 2025 Added 2.22%
$312B
$1.86 Billion 1.39% of portfolio
25,977
Q1 2025 Added 5.01%
$185B
$1.78 Billion 1.33% of portfolio
39,247
Q1 2025 Added 7.42%
$426B
$1.76 Billion 1.32% of portfolio
14,784
Q1 2025 Added 3.91%
$0
$1.67 Billion 1.25% of portfolio
24,211
Q1 2025 Added 40.66%
$403B
$1.65 Billion 1.24% of portfolio
9,683
Q1 2025 Added 0.01%
$126B
$1.58 Billion 1.19% of portfolio
3,541
Q1 2025 Added 11.35%
$231B
$1.53 Billion 1.15% of portfolio
4,908
Q1 2025 Added 2.76%
$0
$1.5 Billion 1.13% of portfolio
60,454
Q1 2025 Added 19.78%
$184B
$1.49 Billion 1.11% of portfolio
4,508
Q1 2025 Reduced 3.26%
$82B
$1.47 Billion 1.1% of portfolio
10,010
Q1 2025 Reduced 3.42%
$43.5B
$1.45 Billion 1.09% of portfolio
13,952
Q1 2025 Added 114.02%
$0
$1.43 Billion 1.07% of portfolio
2,779
Q1 2025 Reduced 3.51%
$0
$1.41 Billion 1.06% of portfolio
16,799
Q1 2025 Added 40.45%
$195B
$1.39 Billion 1.04% of portfolio
15,461
Q1 2025 Added 12.31%
$16.9B
$1.33 Billion 0.99% of portfolio
15,529
Q1 2025 Added 2.68%
$406B
$1.29 Billion 0.97% of portfolio
7,767
Q1 2025 Added 30.67%
$0
$1.29 Billion 0.97% of portfolio
48,528
Q1 2025 Added 0.36%
$0
$1.26 Billion 0.94% of portfolio
15,191
Q1 2025 Added 40.14%
$0
$1.2 Billion 0.9% of portfolio
22,230
Q1 2025 Added 39.92%
$377B
$1.11 Billion 0.83% of portfolio
3,020
Q1 2025 Added 6.86%
$0
$1.05 Billion 0.79% of portfolio
33,858
Q1 2025 Added 9.29%
$0
$1.05 Billion 0.79% of portfolio
18,292
Q1 2025 Added 4.2%
$0
$1.03 Billion 0.77% of portfolio
17,087
Q1 2025 Reduced 1.03%
$337B
$1.01 Billion 0.76% of portfolio
9,335
Q1 2025 Added 10.03%
$0
$1.01 Billion 0.76% of portfolio
12,377
Q1 2025 Added 25.32%
$19.5B
$954 Million 0.71% of portfolio
27,311
Q1 2025 Added 106.76%
$0
$937 Million 0.7% of portfolio
11,950
Q1 2025 Added 1.56%
$0
$915 Million 0.69% of portfolio
14,705
Q1 2025 Added 0.11%
$132B
$886 Million 0.66% of portfolio
34,960
Q1 2025 Added 52.9%
$259B
$852 Million 0.64% of portfolio
10,100
Q1 2025 Reduced 16.36%
$0
$844 Million 0.63% of portfolio
12,095
Q1 2025 Added 1.55%
$0
$782 Million 0.59% of portfolio
7,477
Q1 2025 Reduced 2.26%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $133 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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