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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Inman-Jager-Wealth-Management
Data Enrichment
75% identified62 identified21 unidentified
Holdings
83 positions • $133.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip808524508)✕ | 7.7K | QoQ NEW(+7.7K) YoY- | All Managers (Combined) | $201.5K | 0.2% ($201.5K/$133.5M) | QoQ NEW(+$201.5K) YoY- |
796 | QoQ NEW(+796) YoY- | All Managers (Combined) | $200.4K | 0.2% ($200.4K/$133.5M) | QoQ NEW(+$200.4K) YoY- | |
15.0K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $6.7K | 0.0% ($6.7K/$133.5M) | YoY- |