Inman Jager Wealth Management, LLC Reduced Holdings in Q1 2025

Inman Jager Wealth Management, LLC

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.21K
- 5.88%
$554.06 - $615.85 $668K - $743K
19.3K $10.8B
IWM
Ishares Russell 2000 ETF

ETFs
-465
- 2.55%
$198.1 - $229.79 $92.1K - $107K
17.8K $3.55B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.26K
- 3.34%
$57.21 - $65.8 $129K - $149K
65.4K $3.81B
AAPL
Apple Inc.

Technology
-246
- 2.7%
$209.68 - $247.1 $51.6K - $60.8K
8.87K $1.97B
AVGO
Broadcom Inc.

Technology
-249
- 7.23%
$167.43 - $244.7 $41.7K - $60.9K
3.2K $535M
CAT
Caterpillar Inc

Industrials
-152
- 3.26%
$326.75 - $407.63 $49.7K - $62K
4.51K $1.49B
JPM
Jpmorgan Chase & CO

Financial Services
-872
- 9.23%
$225.19 - $279.95 $196K - $244K
8.57K $2.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-101
- 3.51%
$507.05 - $563.67 $51.2K - $56.9K
2.78K $1.43B
VONG
Vanguard Russell 1000 Growth E

ETFs
-666
- 15.45%
$92.71 - $107.38 $61.7K - $71.5K
3.64K $338M
AMZN
Amazon Com Inc

Consumer Cyclical
-108
- 3.83%
$190.26 - $242.06 $20.5K - $26.1K
2.71K $516M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-69
- 4.76%
$468.34 - $539.52 $32.3K - $37.2K
1.38K $648M
GOOG
Alphabet Inc.

Communication Services
-118
- 6.94%
$156.06 - $207.71 $18.4K - $24.5K
1.58K $247M
DVY
Ishares Tr

ETFs
-1.14K
- 3.86%
$128.58 - $138.1 $146K - $157K
28.2K $3.79B
PLTR
Palantir Technologies Inc.

Technology
-1.98K
- 16.36%
$64.98 - $124.62 $128K - $246K
10.1K $852M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-83
- 1.43%
$120.29 - $134.6 $9.98K - $11.2K
5.73K $699M
ORCL
Oracle Corp

Technology
-20
- 1.19%
$139.81 - $186.47 $2.8K - $3.73K
1.66K $231M
META
Meta Platforms, Inc.

Communication Services
-46
- 10.65%
$576.36 - $736.67 $26.5K - $33.9K
386 $222M
WMT
Walmart Inc.

Consumer Defensive
-36
- 0.67%
$84.5 - $105.05 $3.04K - $3.78K
5.32K $467M
CSCO
Cisco Systems, Inc.

Technology
-182
- 4.6%
$58.74 - $64.87 $10.7K - $11.8K
3.78K $233M
VONV
Vanguard Russell 1000 Value Et

ETFs
-32
- 0.54%
$80.21 - $86.14 $2.57K - $2.76K
5.92K $489M
ABBV
Abb Vie Inc.

Healthcare
-59
- 4.26%
$169.2 - $216.66 $9.98K - $12.8K
1.33K $278M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-39
- 2.96%
$442.66 - $534.52 $17.3K - $20.8K
1.28K $681M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-178
- 1.03%
$53.69 - $62.68 $9.56K - $11.2K
17.1K $1.03B
IBM
International Business Machines Corp

Technology
-541
- 6.26%
$217.4 - $264.74 $118K - $143K
8.1K $2.01B
MMM
3 M CO

Industrials
-355
- 3.42%
$129.7 - $155.12 $46K - $55.1K
10K $1.47B
SO
Southern CO

Utilities
-228
- 0.95%
$80.96 - $92.96 $18.5K - $21.2K
23.7K $2.18B
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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