IJ

Inman Jager Wealth Management, LLC

13F
Inman Jager Wealth Management, LLC
Last update 2025-04-23 83 Stocks (5 new)
Value $133.00 Mil Turnover 7 %
Countries:
Top Holdings: MSFT(13.17%)IVV(8.13%)TOTL(5.38%)BND(4.18%)IJH(2.86%)
Summary Stock Picks Current Portfolio
Inman Jager Wealth Management,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
46,827
17,578.4
+0.08%
13.170
+0.01%
0.000
+38.94%
+21.47%
3,790,969.0
Software
IVV
iShares Core S&P 500 ETF
19,301
10,845.2
-5.88%
8.130
-0.55%
0.000
+19.67%
+7.80%
634,518.9
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
178,215
7,180.3
+13.69%
5.380
+0.65%
0.200
+1.12%
+3.32%
3,795.4
 
BND
Vanguard Total Bond Market ETF
75,910
5,575.6
+15.01%
4.180
+0.55%
0.000
+1.26%
+3.27%
127,496.0
 
IJH
iShares Core S&P Mid-Cap ETF
65,351
3,813.2
-3.34%
2.860
-0.11%
0.000
+16.06%
+2.45%
97,230.9
 
DVY
iShares Select Dividend ETF
28,239
3,792.2
-3.86%
2.840
-0.12%
0.020
+8.78%
+5.10%
20,057.6
 
IWM
iShares Russell 2000 ETF
17,795
3,549.9
-2.55%
2.660
-0.08%
0.010
+19.55%
+1.12%
66,553.7
 
IEFA
iShares Core MSCI EAFE ETF
44,367
3,356.4
+0.37%
2.510
+0.01%
0.000
+11.52%
+19.59%
141,328.0
 
SPYV
SPDR Portfolio S&P 500 Value ETF
59,805
3,054.2
+32.31%
2.290
+0.56%
0.010
+11.76%
+4.26%
26,844.9
 
CVX
Chevron Corp
17,394
2,909.8
+4.01%
2.180
+0.08%
0.000
+10.15%
+6.01%
259,903.2
Oil & Gas

Inman Jager Wealth Management, LLC's Historical Top Holdings Breakdowns

Inman Jager Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
2025-03-31
Add
Add
+0.65%
●
38.99 ($39.77) 40.37
$39.68
-0.23%
Add 13.69%
178,215
21,454
CCI
Crown Castle Inc
2025-03-31
Add
Add
+0.58%
●
84.33 ($93.37) 106.39
$105.14
12.61%
Add 114.02%
13,952
7,433
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.56%
●
49.78 ($51.86) 53.19
$52.87
1.95%
Add 32.31%
59,805
14,603
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.55%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Reduce -5.88%
19,301
-1,206
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.55%
●
71.17 ($72.57) 73.66
$72.85
0.39%
Add 15.01%
75,910
9,908
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.48%
●
80.05 ($87.3) 92.39
$97.27
11.42%
Add 28.69%
36,005
8,027
DOW
Dow Inc
2025-03-31
Add
Add
+0.37%
●
34.36 ($38.4) 41.92
$28.34
-26.20%
Add 106.76%
27,311
14,102
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
2025-03-31
Add
Add
+0.36%
●
63.77 ($68.2) 71.36
$75.46
10.65%
Add 40.66%
24,211
6,998
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
2025-03-31
Add
Add
+0.31%
●
82.81 ($90.71) 96.53
$88.07
-2.91%
Add 40.45%
16,799
4,838
MFUT
Cambria Chesapeake Pure Trend ETF
2025-03-31
New Buy
New Buy
+0.29%
●
15.28 ($16.1) 16.76
$14.74
-8.42%
New holding
24,997
24,997

Inman Jager Wealth Management, LLC Total Holding History ($B)

To

Inman Jager Wealth Management, LLC's Asset Allocation

To

Inman Jager Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Inman Jager Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Inman Jager Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Inman Jager Wealth Management, LLC's Holdings Heat Map

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Inman Jager Wealth Management, LLC's Holdings Bubble Chart

Inman Jager Wealth Management, LLC News

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