13F-HR filed by Inman Jager Wealth Management, LLC
Inman Jager Wealth Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-27, with 80 holding rows worth $128,312,848.
- Accession
- 0001951757-25-000139
- Filer
- CIK 2052044
- Filed
- 2025-01-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 80 entries on the cover page, a total value of $128,312,848 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,312,848 with VALUE read as dollars as filed, 13F file number 028-24623. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 46,791 | $19,722,406 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 20,507 | $12,072,061 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 156,761 | $6,174,816 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 66,002 | $4,746,204 | dollars as filed | |
| IJH | 464287507 | COM | 67,610 | $4,212,779 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 18,260 | $4,034,730 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 29,374 | $3,856,512 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 44,202 | $3,106,517 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 61,316 | $2,564,235 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 27,978 | $2,459,266 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 16,723 | $2,422,159 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 31,331 | $2,368,937 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 45,202 | $2,311,630 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,113 | $2,282,077 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,446 | $2,264,301 | dollars as filed | |
| Southern Company | 842587107 | COM | 23,914 | $1,968,600 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 8,641 | $1,899,551 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 21,216 | $1,889,921 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 4,660 | $1,690,462 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 9,682 | $1,623,187 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,880 | $1,551,773 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 3,180 | $1,545,289 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 24,738 | $1,540,188 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 14,228 | $1,530,506 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 36,537 | $1,461,115 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 4,776 | $1,384,515 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 13,766 | $1,369,442 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 10,365 | $1,338,018 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 48,352 | $1,260,537 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 50,472 | $1,225,965 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 15,123 | $1,146,626 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 8,484 | $1,139,316 | dollars as filed | |
| Vanguard S&P Small-Cap 600 Value ETF | 921932778 | SHS | 11,961 | $1,116,294 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 17,213 | $1,109,722 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,826 | $1,099,286 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 11,766 | $1,026,584 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 17,555 | $1,006,077 | dollars as filed | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 10,840 | $979,394 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 17,265 | $931,965 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 12,075 | $913,232 | dollars as filed | |
| ISHARES TR | 46434V696 | CORE MSCI PAC | 14,689 | $897,498 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 7,650 | $881,433 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,944 | $859,621 | dollars as filed | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 30,980 | $848,232 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 15,888 | $829,671 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,446 | $798,921 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 9,876 | $792,747 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 11,910 | $787,727 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 5,810 | $747,282 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,451 | $741,795 | dollars as filed | |
| HANCOCK WHITNEY CORPORATION | 410120109 | COM | 12,724 | $696,257 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 16,886 | $647,916 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,820 | $618,680 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 22,865 | $606,608 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 6,246 | $605,237 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,318 | $597,423 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 6,519 | $591,664 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,205 | $582,407 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 13,209 | $530,077 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 5,956 | $483,925 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,353 | $483,644 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 9,855 | $477,179 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,136 | $458,762 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 4,310 | $445,223 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,240 | $414,569 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 4,565 | $374,239 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,701 | $323,938 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,626 | $303,881 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,675 | $279,122 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 432 | $252,940 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,384 | $245,937 | dollars as filed | |
| SPY | 78462F103 | SHS | 414 | $242,637 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,958 | $234,314 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 7,191 | $225,510 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 4,294 | $221,184 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 8,923 | $214,687 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 334 | $212,434 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 7,827 | $202,171 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 2,260 | $201,886 | dollars as filed | |
| AMARIN CORP PLC | 023111206 | SPONS ADR NEW | 15,000 | $7,275 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000139 | this filing | 2025-01-27 | acceptance time not in the bulk data set |