StockDriftsStockDriftsTop 50 Inman Jager Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 9.87% | 45.6K | $16.9M | +0.49%(+221) | $426.25(-4.94%) | 2026-03-31 | |
| IVV | ISHARES TR | 9.51% | 24.9K | $16.3M | +16.46%(+3.52K) | $604.43(+23.38%) | 2026-03-31 | |
| TOTL | SSGA ACTIVE ETF TR | 3.91% | 168.2K | $6.7M | -0.30%(-509) | $40.33(-2.25%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.18% | 96.1K | $5.4M | +11.64%(+10.02K) | $52.73(+14.14%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.12% | 54.6K | $5.3M | +11.78%(+5.75K) | $89.30(+33.06%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.07% | 71.5K | $5.3M | -2.11%(-1.54K) | $73.42(-0.33%) | 2026-03-31 | |
| IDEV | ISHARES TR | 2.43% | 49.8K | $4.2M | +24.83%(+9.90K) | $73.71(+21.48%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.42% | 61.3K | $4.1M | -1.32%(-819) | $62.32(+17.34%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.36% | 16.3K | $4.0M | -1.89%(-314) | $220.93(+27.95%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.35% | 19.4K | $4.0M | +1.93%(+368) | $147.71(+25.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.22% | +19.86% |
| Top 20 Holdings Unweighted | +11.80% | +39.74% |
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