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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$0
$1.96 Billion 1.47% of portfolio
21,686
Q1 2025 Added 2.22%
$0
$1.67 Billion 1.25% of portfolio
24,211
Q1 2025 Added 40.66%
$0
$1.5 Billion 1.13% of portfolio
60,454
Q1 2025 Added 19.78%
$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%
$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%
$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%
$0
$1.01 Billion 0.76% of portfolio
12,377
Q1 2025 Added 25.32%
$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%
$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%
$0
$699 Million 0.52% of portfolio
5,727
Q1 2025 Reduced 1.43%
$0
$665 Million 0.5% of portfolio
6,723
Q1 2025 Added 7.64%
$0
$668 Million 0.5% of portfolio
16,976
Q1 2025 Added 0.53%
$0
$648 Million 0.49% of portfolio
1,382
Q1 2025 Reduced 4.76%
$0
$636 Million 0.48% of portfolio
12,740
Q1 2025 Added 29.27%
$0
$573 Million 0.43% of portfolio
2,215
Q1 2025 Added 0.45%
$0
$489 Million 0.37% of portfolio
5,924
Q1 2025 Reduced 0.54%
$0
$403 Million 0.3% of portfolio
4,871
Q1 2025 Added 6.7%
$0
$338 Million 0.25% of portfolio
3,644
Q1 2025 Reduced 15.45%
$0
$247 Million 0.19% of portfolio
4,709
Q1 2025 Added 9.66%
$0
$239 Million 0.18% of portfolio
9,820
Q1 2025 Added 10.05%
$0
$238 Million 0.18% of portfolio
425
Q1 2025 Added 2.66%
$0
$228 Million 0.17% of portfolio
8,490
Q1 2025 Added 8.47%
$0
$204 Million 0.15% of portfolio
1,093
Q1 2025 New
$0
$202 Million 0.15% of portfolio
7,692
Q1 2025 New
$0
$200 Million 0.15% of portfolio
796
Q1 2025 New

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
Track This Portfolio

Track Inman Jager Wealth Management, LLC Portfolio

Follow Inman Jager Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inman Jager Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inman Jager Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email