Inman Jager Wealth Management, LLC Purchases in Q2 2025

Inman Jager Wealth Management, LLC

  • $148 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
6.73K
+ 18.7%
$71.83 - $95.32 $484K - $642K
42.7K $4.07B
PLTR
Palantir Technologies Inc.

Technology
1.95K
+ 19.29%
$74.01 - $144.25 $144K - $281K
12K $1.64B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.2K
+ 22.07%
$45.11 - $52.34 $595K - $691K
73K $3.82B
SCHR
Schwab Intermediate Term Us Tr

ETFs
26.1K
+ 43.11%
$24.54 - $25.07 $639K - $653K
86.5K $2.17B
VCIT
Vanguard Intermediate Term Cor

ETFs
6.95K
+ 56.11%
$79.56 - $82.92 $553K - $576K
19.3K $1.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
5.32K
+ 21.98%
$61.79 - $76.67 $329K - $408K
29.5K $2.25B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.62K
+ 30.38%
$72.61 - $88.75 $335K - $410K
19.8K $1.76B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
5.18K
+ 30.84%
$71.94 - $86.02 $373K - $446K
22K $1.88B
IEMG
Ishares Inc

ETFs
4.78K
+ 21.52%
N/A
27K $1.62B
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 1.11%
$210.28 - $289.91 $20K - $27.5K
8.67K $2.51B
PH
Parker Hannifin Corp

Industrials
296
New
$517.23 - $700.54 $153K - $207K
296 $207M
QQQ
Invesco Qqq Trust, Series 1

ETFs
24
+ 1.74%
$416.06 - $551.64 $9.99K - $13.2K
1.41K $776M
LMT
Lockheed Martin Corp

Industrials
133
+ 3.76%
$430.82 - $486.45 $57.3K - $64.7K
3.67K $1.7B
MMM
3 M CO

Industrials
285
+ 2.85%
$126.09 - $154.15 $35.9K - $43.9K
10.3K $1.57B
PFE
Pfizer Inc

Healthcare
5.12K
+ 14.66%
$21.59 - $24.84 $111K - $127K
40.1K $972M
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 1.15%
$221.86 - $362.89 $3.33K - $5.44K
1.32K $419M
META
Meta Platforms, Inc.

Communication Services
9
+ 2.33%
$484.66 - $738.09 $4.36K - $6.64K
395 $292M
HD
Home Depot, Inc.

Consumer Cyclical
142
+ 4.7%
$335.24 - $380.78 $47.6K - $54.1K
3.16K $1.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
138
+ 1.85%
$90.56 - $109.49 $12.5K - $15.1K
7.62K $832M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
871
+ 18.5%
$51.1 - $53.29 $44.5K - $46.4K
5.58K $297M
SO
Southern CO

Utilities
485
+ 2.05%
$84.91 - $92.56 $41.2K - $44.9K
24.2K $2.22B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
302
+ 2.53%
$67.03 - $80.35 $20.2K - $24.3K
12.3K $977M
SCHO
Schwab Short Term Us Treasury

ETFs
1.64K
+ 16.66%
$24.19 - $24.45 $39.6K - $40K
11.5K $279M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
697
+ 5.47%
$49.57 - $50.27 $34.6K - $35K
13.4K $675M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.43K
+ 16.87%
$26.18 - $26.93 $37.5K - $38.6K
9.92K $265M
GOOG
Alphabet Inc.

Communication Services
10
+ 0.63%
$146.58 - $180.01 $1.47K - $1.8K
1.59K $283M
CCI
Crown Castle International Corp

Real Estate
426
+ 3.05%
$94.83 - $107.06 $40.4K - $45.6K
14.4K $1.48B
ETR
Entergy Corp

Utilities
666
+ 4.29%
$79.01 - $86.61 $52.6K - $57.7K
16.2K $1.35B
KO
Coca Cola CO

Consumer Defensive
452
+ 1.74%
$68.37 - $73.9 $30.9K - $33.4K
26.4K $1.87B
CRM
Salesforce, Inc.

Technology
10
+ 0.81%
$236.26 - $291.15 $2.36K - $2.91K
1.25K $341M
MRK
Merck & Co., Inc.

Healthcare
1.81K
+ 11.71%
$73.47 - $87.12 $133K - $158K
17.3K $1.37B
VZ
Verizon Communications Inc

Communication Services
1.1K
+ 2.8%
$41.67 - $45.62 $45.7K - $50K
40.3K $1.75B
JNJ
Johnson & Johnson

Healthcare
359
+ 4.62%
$146.36 - $159.82 $52.5K - $57.4K
8.13K $1.24B
PG
Procter & Gamble CO

Consumer Defensive
378
+ 3.9%
$157.66 - $172.39 $59.6K - $65.2K
10.1K $1.6B
MCD
Mcdonalds Corp

Consumer Cyclical
135
+ 2.75%
$285.55 - $321.23 $38.5K - $43.4K
5.04K $1.47B
DOW
Dow Inc.

Basic Materials
6.43K
+ 23.55%
$25.81 - $34.89 $166K - $224K
33.7K $893M
AAPL
Apple Inc.

Technology
227
+ 2.56%
$172.42 - $223.89 $39.1K - $50.8K
9.09K $1.87B
XOM
Exxon Mobil Corp

Energy
368
+ 2.49%
$99.93 - $119.04 $36.8K - $43.8K
15.2K $1.63B
CVX
Chevron Corp

Energy
672
+ 3.86%
$133.73 - $168.51 $89.9K - $113K
18.1K $2.59B
Activity Summary
Buys All Purchases 40 New Holdings 1 Increased Positions 39 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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