Inman Jager Wealth Management, LLC Incresed Positions in Q1 2025

Inman Jager Wealth Management, LLC

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
21.5K
+ 13.69%
$38.99 - $40.37 $836K - $866K
178K $7.18B
CCI
Crown Castle International Corp

Real Estate
7.43K
+ 114.02%
$84.33 - $106.39 $627K - $791K
14K $1.45B
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.91K
+ 15.01%
$71.17 - $73.66 $705K - $730K
75.9K $5.58B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.6K
+ 32.31%
$49.78 - $53.19 $727K - $777K
59.8K $3.05B
IDEV
Ishares Core Msci Intl Develop

ETFs
7K
+ 40.66%
$63.77 - $71.36 $446K - $499K
24.2K $1.67B
CVX
Chevron Corp

Energy
671
+ 4.01%
$146.71 - $167.97 $98.4K - $113K
17.4K $2.91B
SPYG
Spdr Portfolio

ETFs
8.03K
+ 28.69%
$80.05 - $92.39 $643K - $742K
36K $2.89B
JNJ
Johnson & Johnson

Healthcare
1.82K
+ 30.67%
$142.06 - $167.7 $259K - $306K
7.77K $1.29B
DOW
Dow Inc.

Basic Materials
14.1K
+ 106.76%
$34.36 - $41.92 $485K - $591K
27.3K $954M
IEMG
Ishares Inc

ETFs
6.34K
+ 39.92%
N/A
22.2K $1.2B
VZ
Verizon Communications Inc

Communication Services
2.71K
+ 7.42%
$37.81 - $46.49 $102K - $126K
39.2K $1.78B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
4.84K
+ 40.45%
$82.81 - $96.53 $401K - $467K
16.8K $1.41B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.35K
+ 40.14%
$80.73 - $94.96 $351K - $413K
15.2K $1.26B
PFE
Pfizer Inc

Healthcare
12.1K
+ 52.9%
$25.01 - $27.13 $302K - $328K
35K $886M
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.98K
+ 19.78%
$24.05 - $24.86 $240K - $248K
60.5K $1.5B
IEFA
Ishares Tr

ETFs
165
+ 0.37%
$69.57 - $78.65 $11.5K - $13K
44.4K $3.36B
XOM
Exxon Mobil Corp

Energy
556
+ 3.91%
$105.44 - $118.93 $58.6K - $66.1K
14.8K $1.76B
EFA
Ishares Tr Msci Eafe ETF

ETFs
411
+ 1.31%
$74.85 - $84.89 $30.8K - $34.9K
31.7K $2.59B
VCIT
Vanguard Intermediate Term Cor

ETFs
2.5K
+ 25.32%
$79.17 - $82.04 $198K - $205K
12.4K $1.01B
IDV
Ishares Tr

ETFs
2.88K
+ 9.29%
$27.0 - $31.7 $77.7K - $91.2K
33.9K $1.05B
ETR
Entergy Corp

Utilities
406
+ 2.68%
$75.26 - $87.89 $30.6K - $35.7K
15.5K $1.33B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.89K
+ 29.27%
$48.43 - $49.9 $140K - $144K
12.7K $636M
MCD
Mcdonalds Corp

Consumer Cyclical
132
+ 2.76%
$279.74 - $321.29 $36.9K - $42.4K
4.91K $1.53B
EEM
Ishares Msci Emerging Markets

ETFs
307
+ 0.5%
$40.81 - $45.34 $12.5K - $13.9K
61.6K $2.69B
VNQ
Vanguard Specialized Funds Van

ETFs
470
+ 2.22%
$85.55 - $94.34 $40.2K - $44.3K
21.7K $1.96B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
477
+ 7.64%
$95.85 - $99.25 $45.7K - $47.3K
6.72K $665M
IXUS
Ishares Tr

ETFs
185
+ 1.55%
$65.06 - $72.31 $12K - $13.4K
12.1K $844M
USRT
Ishares Core U.S. Reit ETF

ETFs
737
+ 4.2%
$55.14 - $60.29 $40.6K - $44.4K
18.3K $1.05B
LMT
Lockheed Martin Corp

Industrials
361
+ 11.35%
$423.19 - $506.29 $153K - $183K
3.54K $1.58B
SCHV
Schwab Strategic Tr Us Large C

ETFs
176
+ 0.36%
$25.77 - $27.6 $4.54K - $4.86K
48.5K $1.29B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
306
+ 6.7%
$81.83 - $82.73 $25K - $25.3K
4.87K $403M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.01%
$158.56 - $176.26 $159 - $176
9.68K $1.65B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
415
+ 9.66%
$50.82 - $52.7 $21.1K - $21.9K
4.71K $247M
SCHP
Schwab Strategic Us Tips ETF

ETFs
663
+ 8.47%
$25.69 - $26.89 $17K - $17.8K
8.49K $228M
SCHO
Schwab Short Term Us Treasury

ETFs
897
+ 10.05%
$24.1 - $24.34 $21.6K - $21.8K
9.82K $239M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
90
+ 0.53%
$37.07 - $40.63 $3.34K - $3.66K
17K $668M
MRK
Merck & Co., Inc.

Healthcare
1.7K
+ 12.31%
$83.01 - $101.02 $141K - $171K
15.5K $1.39B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
16
+ 0.11%
$59.63 - $64.37 $954 - $1.03K
14.7K $915M
HD
Home Depot, Inc.

Consumer Cyclical
194
+ 6.86%
$347.25 - $424.87 $67.4K - $82.4K
3.02K $1.11B
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 2.66%
$551.42 - $612.93 $6.07K - $6.74K
425 $238M
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.45%
$251.87 - $277.95 $2.52K - $2.78K
2.22K $573M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
184
+ 1.56%
$77.33 - $90.16 $14.2K - $16.6K
12K $937M
TSLA
Tesla, Inc.

Consumer Cyclical
168
+ 14.79%
$222.15 - $428.22 $37.3K - $71.9K
1.3K $338M
NVDA
Nvidia Corp

Technology
851
+ 10.03%
$106.98 - $149.43 $91K - $127K
9.34K $1.01B
MSFT
Microsoft Corp

Technology
36
+ 0.08%
$375.39 - $447.2 $13.5K - $16.1K
46.8K $17.6B
Activity Summary
Buys All Purchases 51 New Holdings 5 Increased Positions 46 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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