Holdings
Inman Jager Wealth Management, LLC
As of Jun 30, 2026, Inman Jager Wealth Management, LLC reported 45 positions worth US$75.1M. Largest: Microsoft Corp., Caterpillar, Inc. and Chevron Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 46,223 | US$17.2M | +578 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,413 | US$3.63M | −924 | Jun 30, 2026 |
| Chevron Corporation | 19,632 | US$3.25M | +215 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 9,452 | US$3.09M | +784 | Jun 30, 2026 |
| Apple Inc | 10,393 | US$3.01M | +588 | Jun 30, 2026 |
| Southern Company (the) | 27,530 | US$2.63M | +1,151 | Jun 30, 2026 |
| Merck & Company, Inc. | 20,279 | US$2.61M | +962 | Jun 30, 2026 |
| International Business Machines Corporation | 8,433 | US$2.37M | +391 | Jun 30, 2026 |
| Coca-cola Company (the) | 29,140 | US$2.37M | +753 | Jun 30, 2026 |
| Exxon Mobil Corporation | 16,478 | US$2.25M | +312 | Jun 30, 2026 |