Inman-Jager-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ABBV",
  "VONG",
  null,
  "AMRN",
  "CAT",
  "AVGO",
  "CCI",
  null,
  "HD",
  "MCD",
  "META",
  null,
  "IJH",
  null,
  "MSFT",
  null,
  "IJR",
  "ORCL",
  "EEM",
  "IEMG",
  "IVV",
  null,
  "DOW",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "IEFA",
  null,
  "RTX",
  null,
  "SPYG",
  "IBM",
  "VNQ",
  "VO",
  "PPC",
  null,
  "VCIT",
  null,
  "ETR",
  "HWC",
  "AMZN",
  null,
  null,
  null,
  "VBK",
  "BND",
  "VBR",
  "VOO",
  "WMT",
  null,
  "DVY",
  null,
  "SO",
  "CRM",
  null,
  "IXUS",
  null,
  "SPYV",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  null,
  "EFA",
  "QQQ",
  "IWM",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 83
Total Value: 133479058
Accession Number: 0001951757-25-000436
Form Type: 13F-HR
CIK: inman-jager-wealth-management
Manager Name: Inman-Jager-Wealth-Management

Data Enrichment

75% identified

62 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $133.5M total value

83 positions • $133.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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EXXON MOBIL CORP

Shares:14.8K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$133.5M)

46435G326

Shares:24.2K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$133.5M)

PROCTER & GAMBLE Co

Shares:9.7K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$133.5M)

LOCKHEED MARTIN CORP

Shares:3.5K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$133.5M)

MCDONALDS CORP

Shares:4.9K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$133.5M)

808524854

Shares:60.5K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$133.5M)

CATERPILLAR INC

Shares:4.5K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$133.5M)

3M CO

Shares:10.0K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$133.5M)

CROWN CASTLE INC.

Shares:14.0K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$133.5M)

922908363

Shares:2.8K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$133.5M)

921932778

Shares:16.8K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$133.5M)

Merck & Co., Inc.

Shares:15.5K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$133.5M)

ENTERGY CORP /DE/

Shares:15.5K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$133.5M)

808524409

Shares:48.5K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$133.5M)

JOHNSON & JOHNSON

Shares:7.8K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$133.5M)

78464A201

Shares:15.2K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$133.5M)

46434G103

Shares:22.2K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$133.5M)

HOME DEPOT, INC.

Shares:3.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.5M)

464288521

Shares:18.3K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.5M)

464288448

Shares:33.9K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	14.8K	QoQ +3.90% (+556) YoY-	All Managers (Combined)	$1.8M	1.3% ($1.8M/$133.5M)	QoQ +14.88% (+$227.8K) YoY-
(cusip46435G326)✕	24.2K	QoQ +40.65% (+7.0K) YoY-	All Managers (Combined)	$1.7M	1.2% ($1.7M/$133.5M)	QoQ +50.29% (+$558.2K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	9.7K	QoQ +0.01% (+1) YoY-	All Managers (Combined)	$1.7M	1.2% ($1.7M/$133.5M)	QoQ +1.66% (+$27.0K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.5K	QoQ +11.35% (+361) YoY-	All Managers (Combined)	$1.6M	1.2% ($1.6M/$133.5M)	QoQ +2.36% (+$36.5K) YoY-
MCDONALDS CORP(MCDcusip580135101)	4.9K	QoQ +2.76% (+132) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$133.5M)	QoQ +10.73% (+$148.6K) YoY-
(cusip808524854)✕	60.5K	QoQ +19.77% (+10.0K) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$133.5M)	QoQ +22.58% (+$276.9K) YoY-
CATERPILLAR INC(CATcusip149123101)	4.5K	QoQ -3.26% (-152) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$133.5M)	QoQ -12.05% (-$203.7K) YoY-
3M CO(MMMcusip88579Y101)	10.0K	QoQ -3.42% (-355) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$133.5M)	QoQ +9.86% (-$132.1K) YoY-
CROWN CASTLE INC.(CCIcusip22822V101)	14.0K	QoQ +114.02% (+7.4K) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$133.5M)	QoQ +145.78% (+$862.6K) YoY-
(VOOcusip922908363)	2.8K	QoQ -3.50% (-101) YoY-	All Managers (Combined)	$1.4M	1.1% ($1.4M/$133.5M)	QoQ -7.96% (-$123.6K) YoY-
(cusip921932778)✕	16.8K	QoQ +40.44% (+4.8K) YoY-	All Managers (Combined)	$1.4M	1.1% ($1.4M/$133.5M)	QoQ +26.28% (+$293.4K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	15.5K	QoQ +12.31% (+1.7K) YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$133.5M)	QoQ +1.33% (+$18.3K) YoY-
ENTERGY CORP /DE/(ETRcusip29364G103)	15.5K	QoQ +2.68% (+406) YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$133.5M)	QoQ +15.78% (+$180.9K) YoY-
(cusip808524409)✕	48.5K	QoQ +0.36% (+176) YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$133.5M)	QoQ +2.32% (+$29.3K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	7.8K	QoQ +30.66% (+1.8K) YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$133.5M)	QoQ +49.84% (+$428.5K) YoY-
(cusip78464A201)✕	15.2K	QoQ +40.13% (+4.4K) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$133.5M)	QoQ +28.73% (+$281.5K) YoY-
(IEMGcusip46434G103)	22.2K	QoQ +39.91% (+6.3K) YoY-	All Managers (Combined)	$1.2M	0.9% ($1.2M/$133.5M)	QoQ +44.60% (+$370.1K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	3.0K	QoQ +6.86% (+194) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.5M)	QoQ +0.68% (+$7.5K) YoY-
(cusip464288521)✕	18.3K	QoQ +4.19% (+737) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.5M)	QoQ +4.72% (+$47.5K) YoY-
(cusip464288448)✕	33.9K	QoQ +9.28% (+2.9K) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.5M)	QoQ +23.81% (+$202.0K) YoY-