Inlet Private Wealth, LLC Incresed Positions in Q1 2025

Inlet Private Wealth, LLC

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
16.1K
+ 64.0%
$98.98 - $113.18 $1.59M - $1.82M
41.3K $4.67M
CVS
Cvs Health Corp

Healthcare
320
+ 0.47%
$44.22 - $68.64 $14.2K - $22K
68.6K $4.65M
MO
Altria Group, Inc.

Consumer Defensive
2.71K
+ 2.09%
$50.81 - $60.02 $138K - $163K
133K $7.96M
CME
Cme Group Inc.

Financial Services
74
+ 0.23%
$225.82 - $266.54 $16.7K - $19.7K
31.7K $8.4M
MRK
Merck & Co., Inc.

Healthcare
14.6K
+ 27.48%
$83.01 - $101.02 $1.21M - $1.47M
67.5K $6.06M
CCI
Crown Castle International Corp

Real Estate
870
+ 1.72%
$84.33 - $106.39 $73.4K - $92.6K
51.4K $5.36M
JNJ
Johnson & Johnson

Healthcare
175
+ 0.72%
$142.06 - $167.7 $24.9K - $29.3K
24.6K $4.08M
NEM
Newmont Corp

Basic Materials
1.55K
+ 3.9%
$37.79 - $48.39 $58.6K - $75K
41.3K $1.99M
IAU
Ishares Gold Trust

ETFs
195
+ 0.5%
$49.74 - $58.96 $9.7K - $11.5K
39K $2.3M
DVA
Davita Inc.

Healthcare
400
+ 1.0%
$140.0 - $177.35 $56K - $70.9K
40.3K $6.17M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
6K
+ 13.83%
$7.15 - $8.48 $42.9K - $50.9K
49.4K $398K
RSP
Invesco S&P 500 Equal Weight E

ETFs
490
+ 16.57%
$169.43 - $182.84 $83K - $89.6K
3.45K $597K
C
Citigroup Inc

Financial Services
100
+ 0.1%
$67.23 - $84.63 $6.72K - $8.46K
99.9K $7.09M
IEFA
Ishares Tr

ETFs
409
+ 7.8%
$69.57 - $78.65 $28.5K - $32.2K
5.65K $427K
Flutter Entmt PLC
10
+ 0.05%
N/A
20.9K $0
WPP
Wpp PLC

Communication Services
6.6K
+ 30.99%
$37.96 - $51.07 $251K - $337K
27.9K $1.06M
DEO
Diageo PLC

Consumer Defensive
150
+ 5.37%
$104.79 - $126.12 $15.7K - $18.9K
2.94K $308K
PHM
Pultegroup Inc

Consumer Cyclical
385
+ 2.61%
$101.09 - $118.51 $38.9K - $45.6K
15.1K $1.56M
AMZN
Amazon Com Inc

Consumer Cyclical
840
+ 10.7%
$190.26 - $242.06 $160K - $203K
8.69K $1.65M
HPQ
Hp Inc

Technology
1K
+ 1.66%
$27.69 - $34.72 $27.7K - $34.7K
61.4K $1.7M
TGT
Target Corp

Consumer Defensive
2.45K
+ 14.06%
$103.65 - $142.5 $254K - $349K
19.9K $2.07M
APLE
Apple Hospitality Reit, Inc.

Real Estate
4.6K
+ 2.3%
$12.87 - $15.85 $59.2K - $72.9K
204K $2.64M
FIS
Fidelity National Information Services, Inc.

Technology
800
+ 0.95%
$68.12 - $83.42 $54.5K - $66.7K
85K $6.35M
UPS
United Parcel Service Inc

Industrials
950
+ 2.7%
$109.66 - $136.26 $104K - $129K
36.1K $3.97M
DHI
Horton D R Inc

Consumer Cyclical
500
+ 1.07%
$125.29 - $147.65 $62.6K - $73.8K
47.4K $6.02M
GOOGL
Alphabet Inc.

Communication Services
980
+ 3.94%
$154.33 - $206.19 $151K - $202K
25.8K $3.99M
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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