Inman Jager Wealth Management, LLC
Q1 2025 13F Holdings
- Locationhattiesburg, MS
- Num holdings
83
- Value ($000)
$133,479
- Date Filed04/23/2025
- Form type13F-HR
- CIK0002052044
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $17.58M | 13 % | 46,827 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.85M | 8 % | 19,301 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $7.18M | 5 % | 178,215 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.58M | 4 % | 75,910 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.81M | 3 % | 65,351 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $3.79M | 3 % | 28,239 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.55M | 3 % | 17,795 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.36M | 3 % | 44,367 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $3.05M | 2 % | 59,805 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $2.91M | 2 % | 17,394 |
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