Inman Jager Wealth Management, LLC Reduced Holdings in Q3 2025

Inman Jager Wealth Management, LLC

  • $157 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
-6.3K
- 18.68%
$20.87 - $30.37 $132K - $191K
27.4K $629M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-8.17K
- 4.66%
$39.58 - $40.74 $323K - $333K
167K $6.78B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.88K
- 5.18%
$72.57 - $74.72 $282K - $290K
71K $5.28B
IBM
International Business Machines Corp

Technology
-321
- 3.98%
$234.77 - $292.47 $75.4K - $93.9K
7.74K $2.18B
KO
Coca Cola CO

Consumer Defensive
-469
- 1.77%
$65.67 - $71.67 $30.8K - $33.6K
26K $1.72B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.7K
- 20.06%
$49.78 - $50.75 $134K - $137K
10.7K $544M
PLTR
Palantir Technologies Inc.

Technology
-3.68K
- 30.53%
$130.68 - $186.97 $481K - $688K
8.37K $1.53B
CCI
Crown Castle International Corp

Real Estate
-69
- 0.48%
$92.96 - $113.91 $6.41K - $7.86K
14.3K $1.38B
IEFA
Ishares Tr

ETFs
-2.92K
- 6.76%
$81.7 - $87.53 $238K - $256K
40.3K $3.51B
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.01%
$150.47 - $161.22 $150 - $161
10.1K $1.55B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-152
- 11.88%
$459.11 - $506.91 $69.8K - $77.1K
1.13K $567M
CRM
Salesforce, Inc.

Technology
-10
- 0.8%
$231.66 - $273.65 $2.32K - $2.74K
1.24K $294M
MMM
3 M CO

Industrials
-493
- 4.79%
$144.41 - $160.2 $71.2K - $79K
9.8K $1.52B
SO
Southern CO

Utilities
-982
- 4.06%
$90.83 - $96.0 $89.2K - $94.3K
23.2K $2.2B
WMT
Walmart Inc.

Consumer Defensive
-425
- 7.99%
$94.4 - $104.27 $40.1K - $44.3K
4.89K $504M
AMZN
Amazon Com Inc

Consumer Cyclical
-62
- 3.53%
$211.65 - $238.24 $13.1K - $14.8K
1.69K $372M
VNQ
Vanguard Specialized Funds Van

ETFs
-623
- 2.93%
$88.47 - $93.24 $55.1K - $58.1K
20.6K $1.88B
VZ
Verizon Communications Inc

Communication Services
-472
- 1.17%
$40.84 - $45.06 $19.3K - $21.3K
39.9K $1.75B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.2K
- 3.88%
$87.29 - $93.61 $105K - $113K
29.8K $2.78B
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 2.59%
$617.65 - $666.84 $6.79K - $7.34K
414 $276M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-51
- 0.32%
$64.17 - $68.19 $3.27K - $3.48K
16K $1.09B
VO
Vanguard Mid Cap ETF

ETFs
-9
- 0.41%
$279.83 - $293.74 $2.52K - $2.64K
2.19K $644M
MCD
Mcdonalds Corp

Consumer Cyclical
-88
- 1.74%
$291.67 - $316.99 $25.7K - $27.9K
4.96K $1.51B
IDV
Ishares Tr

ETFs
-794
- 2.4%
$34.54 - $37.28 $27.4K - $29.6K
32.3K $1.18B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-143
- 2.54%
$135.0 - $146.02 $19.3K - $20.9K
5.48K $798M
XOM
Exxon Mobil Corp

Energy
-192
- 1.27%
$105.83 - $117.22 $20.3K - $22.5K
15K $1.69B
DVY
Ishares Tr

ETFs
-1.39K
- 5.08%
$133.88 - $142.57 $185K - $197K
25.9K $3.68B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.32K
- 3.61%
$62.09 - $66.51 $144K - $155K
62K $4.05B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11
- 0.78%
$546.99 - $602.2 $6.02K - $6.62K
1.4K $838M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-31
- 0.22%
$66.81 - $74.64 $2.07K - $2.31K
14.1K $1.04B
GOOG
Alphabet Inc.

Communication Services
-132
- 8.29%
$175.16 - $255.24 $23.1K - $33.7K
1.46K $356M
EEM
Ishares Msci Emerging Markets

ETFs
-4.12K
- 6.89%
$48.07 - $53.4 $198K - $220K
55.7K $2.97B
JPM
Jpmorgan Chase & CO

Financial Services
-329
- 3.8%
$282.78 - $316.06 $93K - $104K
8.34K $2.63B
AVGO
Broadcom Inc.

Technology
-141
- 4.43%
$264.74 - $369.57 $37.3K - $52.1K
3.04K $1B
LMT
Lockheed Martin Corp

Industrials
-11
- 0.3%
$410.74 - $499.21 $4.52K - $5.49K
3.66K $1.83B
ETR
Entergy Corp

Utilities
-286
- 1.77%
$80.93 - $93.55 $23.1K - $26.8K
15.9K $1.48B
JNJ
Johnson & Johnson

Healthcare
-124
- 1.53%
$155.17 - $185.42 $19.2K - $23K
8K $1.48B
IWM
Ishares Russell 2000 ETF

ETFs
-866
- 4.92%
$214.92 - $244.84 $186K - $212K
16.7K $4.05B
CAT
Caterpillar Inc

Industrials
-267
- 5.65%
$390.92 - $477.15 $104K - $127K
4.46K $2.13B
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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