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Home > Institutional Investor > Inman Jager Wealth Management, Llc > Profile

Instuitional Investor - Inman Jager Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Inman Jager Wealth Management, Llc
Portfolio Value $187,913,730
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 25,197 $18,869,904 10.04%
2.
Microsoft Corp
 MSFT 46,223 $17,242,103 9.18%
3.
Ssga Active Etf Tr - ST STR TOTAL ETF
 180,465 $7,122,954 3.79%
4.
Spdr Series Trust
 KRE 55,240 $6,573,022 3.5%
5.
Spdr Series Trust
 KRE 99,177 $6,028,951 3.21%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.