Inlet Private Wealth, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $350 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.4M, Apple Inc. with a value of $15.4M, Berkshire Hathaway Inc Class B with a value of $14.4M, Mckesson Corp with a value of $12.2M, and Jpmorgan Chase & CO with a value of $10.9M.

Examining the 13F form we can see an increase of $29M in the current position value, from $321M to 350M.

Below you can find more details about Inlet Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $350 Million
Technology: $84.2 Million
Financial Services: $68.1 Million
Healthcare: $60.5 Million
Industrials: $38.6 Million
Consumer Cyclical: $31.5 Million
Consumer Defensive: $28.4 Million
Communication Services: $14.2 Million
Energy: $10.2 Million
Other: $14.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $350 Million
  • Prior Value $321 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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