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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46434V738

Shares:17.1K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$133.5M)

92206C870

VCIT|92206C870

Shares:12.4K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$133.5M)

NVIDIA CORP

NVDA|67066G104

Shares:9.3K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$133.5M)

DOW INC.

DOW|260557103

Shares:27.3K

Value:$953.7K

% of Portfolio:0.7% ($953.7K/$133.5M)

78464A300

Shares:11.9K

Value:$936.9K

% of Portfolio:0.7% ($936.9K/$133.5M)

46434V696

Shares:14.7K

Value:$915.2K

% of Portfolio:0.7% ($915.2K/$133.5M)

PFIZER INC

PFE|717081103

Shares:35.0K

Value:$885.9K

% of Portfolio:0.7% ($885.9K/$133.5M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:10.1K

Value:$852.4K

% of Portfolio:0.6% ($852.4K/$133.5M)

46432F834

IXUS|46432F834

Shares:12.1K

Value:$844.4K

% of Portfolio:0.6% ($844.4K/$133.5M)

464287804

IJR|464287804

Shares:7.5K

Value:$781.9K

% of Portfolio:0.6% ($781.9K/$133.5M)

464287150

ITOT|464287150

Shares:5.7K

Value:$698.8K

% of Portfolio:0.5% ($698.8K/$133.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.3K

Value:$681.2K

% of Portfolio:0.5% ($681.2K/$133.5M)

78463X509

Shares:17.0K

Value:$668.3K

% of Portfolio:0.5% ($668.3K/$133.5M)

HANCOCK WHITNEY CORP

HWC|410120109

Shares:12.7K

Value:$667.4K

% of Portfolio:0.5% ($667.4K/$133.5M)

464287226

Shares:6.7K

Value:$665.0K

% of Portfolio:0.5% ($665.0K/$133.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.4K

Value:$648.0K

% of Portfolio:0.5% ($648.0K/$133.5M)

922020805

Shares:12.7K

Value:$635.7K

% of Portfolio:0.5% ($635.7K/$133.5M)

922908629

VO|922908629

Shares:2.2K

Value:$572.8K

% of Portfolio:0.4% ($572.8K/$133.5M)

Broadcom Inc.

AVGO|11135F101

Shares:3.2K

Value:$535.3K

% of Portfolio:0.4% ($535.3K/$133.5M)

AMAZON COM INC

AMZN|023135106

Shares:2.7K

Value:$516.0K

% of Portfolio:0.4% ($516.0K/$133.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V738)✕	17.1K	QoQ -1.03% (-178) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$133.5M)	QoQ +10.28% (-$95.8K) YoY-
(VCITcusip92206C870)	12.4K	QoQ +25.32% (+2.5K) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$133.5M)	QoQ +27.65% (+$219.2K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	9.3K	QoQ +10.03% (-851) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$133.5M)	QoQ -11.19% (-$127.6K) YoY-
DOW INC.(DOWcusip260557103)	27.3K	QoQ +106.76% (+14.1K) YoY-	All Managers (Combined)	$953.7K	0.7% ($953.7K/$133.5M)	QoQ +79.91% (+$423.6K) YoY-
(cusip78464A300)✕	11.9K	QoQ +1.56% (-184) YoY-	All Managers (Combined)	$936.9K	0.7% ($936.9K/$133.5M)	QoQ -8.73% (-$89.7K) YoY-
(cusip46434V696)✕	14.7K	QoQ +0.10% (+16) YoY-	All Managers (Combined)	$915.2K	0.7% ($915.2K/$133.5M)	QoQ +1.97% (+$17.7K) YoY-
PFIZER INC(PFEcusip717081103)	35.0K	QoQ +52.89% (+12.1K) YoY-	All Managers (Combined)	$885.9K	0.7% ($885.9K/$133.5M)	QoQ +46.03% (+$279.3K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	10.1K	QoQ -16.35% (-2.0K) YoY-	All Managers (Combined)	$852.4K	0.6% ($852.4K/$133.5M)	QoQ -6.65% (-$60.8K) YoY-
(IXUScusip46432F834)	12.1K	QoQ +1.55% (+185) YoY-	All Managers (Combined)	$844.4K	0.6% ($844.4K/$133.5M)	QoQ +7.18% (+$56.6K) YoY-
(IJRcusip464287804)	7.5K	QoQ -2.26% (-173) YoY-	All Managers (Combined)	$781.9K	0.6% ($781.9K/$133.5M)	QoQ -11.29% (-$99.6K) YoY-
(ITOTcusip464287150)	5.7K	QoQ -1.42% (-83) YoY-	All Managers (Combined)	$698.8K	0.5% ($698.8K/$133.5M)	QoQ -6.49% (-$48.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.3K	QoQ -2.95% (-39) YoY-	All Managers (Combined)	$681.2K	0.5% ($681.2K/$133.5M)	QoQ +14.01% (-$83.7K) YoY-
(cusip78463X509)✕	17.0K	QoQ +0.53% (+90) YoY-	All Managers (Combined)	$668.3K	0.5% ($668.3K/$133.5M)	QoQ +3.15% (+$20.4K) YoY-
HANCOCK WHITNEY CORP(HWCcusip410120109)	12.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$667.4K	0.5% ($667.4K/$133.5M)	QoQ -4.14% (-$28.9K) YoY-
(cusip464287226)✕	6.7K	QoQ +7.63% (+477) YoY-	All Managers (Combined)	$665.0K	0.5% ($665.0K/$133.5M)	QoQ +9.88% (+$59.8K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.4K	QoQ -4.75% (-69) YoY-	All Managers (Combined)	$648.0K	0.5% ($648.0K/$133.5M)	QoQ -12.63% (-$93.7K) YoY-
(cusip922020805)✕	12.7K	QoQ +29.27% (+2.9K) YoY-	All Managers (Combined)	$635.7K	0.5% ($635.7K/$133.5M)	QoQ +33.22% (+$158.5K) YoY-
(VOcusip922908629)	2.2K	QoQ +0.45% (-10) YoY-	All Managers (Combined)	$572.8K	0.4% ($572.8K/$133.5M)	QoQ -1.64% (-$9.6K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	3.2K	QoQ -7.22% (-249) YoY-	All Managers (Combined)	$535.3K	0.4% ($535.3K/$133.5M)	QoQ -33.00% (-$263.6K) YoY-
AMAZON COM INC(AMZNcusip023135106)	2.7K	QoQ -3.82% (-108) YoY-	All Managers (Combined)	$516.0K	0.4% ($516.0K/$133.5M)	QoQ -16.59% (-$102.7K) YoY-