Inman Jager Wealth Management, LLC Portfolio Holdings
Q3 2025•83 long positions•$156.6M portfolio value
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Holding84 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $24.3M 15.55% | +$108.3K Bought | 0.001% 47.0K shares | 46.8K → 47.0K +$108.3K | +0.45% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $12.7M 8.14% | +$149.9K Bought | — 19.0K shares | 18.8K → 19.0K +$149.9K | +1.19% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.8M 4.33% | -$331.5K Sold | — 167.2K shares | 175.4K → 167.2K −$331.5K | -4.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.3M 3.37% | -$288.6K Sold | — 71.0K shares | 74.9K → 71.0K −$288.6K | -5.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.7M 3.01% | +$243.4K Bought | — 45.1K shares | 42.7K → 45.1K +$243.4K | +5.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 2.75% | +$263.2K Bought | — 77.8K shares | 73.0K → 77.8K +$263.2K | +6.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.58% | -$209.5K Sold | — 16.7K shares | 17.6K → 16.7K −$209.5K | -4.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.58% | -$151.7K Sold | — 62.0K shares | 64.3K → 62.0K −$151.7K | -3.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 2.35% | -$196.8K Sold | — 25.9K shares | 27.3K → 25.9K −$196.8K | -5.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.24% | -$254.9K Sold | — 40.3K shares | 43.2K → 40.3K −$254.9K | -6.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.9% | -$219.8K Sold | — 55.7K shares | 59.8K → 55.7K −$219.8K | -6.89% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $2.8M 1.8% | +$12.0K Bought | 0.001% 18.1K shares | 18.1K → 18.1K +$12.0K | +0.43% | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.78% | -$112.4K Sold | — 29.8K shares | 31.0K → 29.8K −$112.4K | -3.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 1.71% | +$305.9K Bought | — 33.3K shares | 29.5K → 33.3K +$305.9K | +12.92% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.6M 1.68% | -$103.8K Sold | 0.0% 8.3K shares | 8.7K → 8.3K −$103.8K | -3.8% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.4M 1.55% | +$111.5K Bought | 0.0% 9.5K shares | 9.1K → 9.5K +$111.5K | +4.82% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.51% | +$193.4K Bought | — 94.2K shares | 86.5K → 94.2K +$193.4K | +8.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.42% | +$126.8K Bought | — 23.3K shares | 22.0K → 23.3K +$126.8K | +6.06% | — — | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $2.2M 1.4% | -$93.1K Sold | 0.002% 23.2K shares | 24.2K → 23.2K −$93.1K | -4.06% | $104.25B Large Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $2.2M 1.39% | -$90.6K Sold | 0.001% 7.7K shares | 8.1K → 7.7K −$90.6K | -3.98% | $262.84B Mega Cap | Q4 2024 Held for 11 months | |
Agricultural - Machinery Industrials | $2.1M 1.36% | -$127.4K Sold | 0.001% 4.5K shares | 4.7K → 4.5K −$127.4K | -5.65% | $223.53B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.26% | +$98.5K Bought | — 20.9K shares | 19.8K → 20.9K +$98.5K | +5.27% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.25% | +$182.4K Bought | — 29.8K shares | 27.0K → 29.8K +$182.4K | +10.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.2% | -$57.0K Sold | — 20.6K shares | 21.2K → 20.6K −$57.0K | -2.93% | — — | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $1.8M 1.17% | -$5.5K Sold | 0.002% 3.7K shares | 3.7K → 3.7K −$5.5K | -0.3% | $116.55B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.15% | +$173.9K Bought | — 21.4K shares | 19.3K → 21.4K +$173.9K | +10.7% | — — | Q4 2024 Held for 11 months | |
Telecommunications Services Communication Services | $1.8M 1.12% | -$20.7K Sold | 0.001% 39.9K shares | 40.3K → 39.9K −$20.7K | -1.17% | $185.31B Large Cap | Q4 2024 Held for 11 months | |
Beverages - Non-Alcoholic Consumer Defensive | $1.7M 1.1% | -$31.1K Sold | 0.001% 26.0K shares | 26.4K → 26.0K −$31.1K | -1.77% | $285.42B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.09% | +$4.3K Bought | — 2.8K shares | 2.8K → 2.8K +$4.3K | +0.25% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $1.7M 1.08% | -$21.6K Sold | 0.0% 15.0K shares | 15.2K → 15.0K −$21.6K | -1.27% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $1.5M 0.987% | -$153.7 Sold | 0.0% 10.1K shares | 10.1K → 10.1K −$153.7 | -0.01% | $359.62B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.5M 0.975% | -$670.9K Sold | 0.0% 8.4K shares | 12.0K → 8.4K −$670.9K | -30.53% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
Conglomerates Industrials | $1.5M 0.971% | -$76.5K Sold | 0.002% 9.8K shares | 10.3K → 9.8K −$76.5K | -4.79% | $82.7B Large Cap | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $1.5M 0.961% | -$26.7K Sold | 0.001% 5.0K shares | 5.0K → 5.0K −$26.7K | -1.74% | $216.86B Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.5M 0.947% | -$23.0K Sold | 0.0% 8.0K shares | 8.1K → 8.0K −$23.0K | -1.53% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.5M 0.947% | +$33.4K Bought | 0.001% 17.7K shares | 17.3K → 17.7K +$33.4K | +2.3% | $209.64B Mega Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $1.5M 0.947% | -$26.7K Sold | 0.004% 15.9K shares | 16.2K → 15.9K −$26.7K | -1.77% | $41.6B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.893% | +$6.8K Bought | — 48.0K shares | 47.8K → 48.0K +$6.8K | +0.49% | — — | Q4 2024 Held for 11 months | |
REIT - Specialty Real Estate | $1.4M 0.882% | -$6.7K Sold | 0.003% 14.3K shares | 14.4K → 14.3K −$6.7K | -0.48% | $42.0B Large Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $1.3M 0.862% | +$68.5K Bought | 0.0% 3.3K shares | 3.2K → 3.3K +$68.5K | +5.34% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.754% | -$29.0K Sold | — 32.3K shares | 33.1K → 32.3K −$29.0K | -2.4% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.701% | +$12.0K Bought | — 12.4K shares | 12.3K → 12.4K +$12.0K | +1.1% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.1M 0.698% | +$170.2K Bought | 0.0% 5.9K shares | 4.9K → 5.9K +$170.2K | +18.44% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.697% | -$3.5K Sold | — 16.0K shares | 16.1K → 16.0K −$3.5K | -0.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.675% | +$14.8K Bought | — 18.0K shares | 17.7K → 18.0K +$14.8K | +1.42% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.0M 0.667% | +$23.1K Bought | 0.001% 41.0K shares | 40.1K → 41.0K +$23.1K | +2.26% | $144.87B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.665% | +$136.5K Bought | — 8.8K shares | 7.6K → 8.8K +$136.5K | +15.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.661% | -$2.3K Sold | — 14.1K shares | 14.1K → 14.1K −$2.3K | -0.22% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.0M 0.641% | -$46.5K Sold | 0.0% 3.0K shares | 3.2K → 3.0K −$46.5K | -4.43% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $910.4K 0.581% | +$3.2K Bought | — 11.0K shares | 11.0K → 11.0K +$3.2K | +0.36% | — — | Q4 2024 Held for 11 months |
