Inlet Private Wealth, LLC Incresed Positions in Q4 2024

Inlet Private Wealth, LLC

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
8.73K
+ 55.69%
$143.34 - $165.86 $1.25M - $1.45M
24.4K $3.53M
CCI
Crown Castle International Corp

Real Estate
19.4K
+ 62.16%
$89.78 - $119.11 $1.74M - $2.31M
50.5K $4.59M
RPRX
Royalty Pharma PLC

Healthcare
48.3K
+ 25.62%
$24.28 - $28.39 $1.17M - $1.37M
237K $6.04M
SLB
Schlumberger Limited

Energy
8.9K
+ 82.48%
$36.83 - $45.59 $328K - $406K
19.7K $754K
SSNC
Ss&C Technologies Holdings Inc

Technology
3.25K
+ 22.85%
$69.93 - $77.36 $227K - $251K
17.5K $1.32M
AXP
American Express CO

Financial Services
44
+ 0.45%
$267.35 - $305.57 $11.8K - $13.4K
9.8K $2.91M
SONY
Sony Group Corp

Technology
228K
+ 374.38%
$17.53 - $96.8 $4M - $22.1M
289K $6.11M
TGT
Target Corp

Consumer Defensive
3.66K
+ 26.62%
$121.59 - $160.69 $446K - $589K
17.4K $2.36M
WPP
Wpp PLC

Communication Services
3.6K
+ 20.34%
$49.35 - $56.55 $178K - $204K
21.3K $1.09M
PAYX
Paychex Inc

Industrials
100
+ 0.39%
$135.86 - $148.73 $13.6K - $14.9K
25.5K $3.57M
MKL
Markel Corp

Financial Services
60
+ 31.41%
$1542.01 - $1785.11 $92.5K - $107K
251 $433K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
17K
+ 64.42%
$7.21 - $9.99 $123K - $170K
43.4K $315K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.8K
+ 1.24%
$34.25 - $37.94 $61.7K - $68.3K
147K $5.36M
DEO
Diageo PLC

Consumer Defensive
424
+ 17.91%
$118.0 - $139.88 $50K - $59.3K
2.79K $354K
HPQ
Hp Inc

Technology
6K
+ 11.03%
$32.46 - $39.3 $195K - $236K
60.4K $1.97M
RSP
Invesco S&P 500 Equal Weight E

ETFs
90
+ 3.14%
$174.22 - $187.62 $15.7K - $16.9K
2.96K $518K
Vitesse Energy Inc
400
+ 0.68%
N/A
59.7K $0
Wk Kellogg CO
3.2K
+ 1.0%
N/A
324K $0
PHM
Pultegroup Inc

Consumer Cyclical
3.45K
+ 30.53%
$108.86 - $149.04 $376K - $514K
14.8K $1.61M
NEM
Newmont Corp

Basic Materials
8.6K
+ 27.63%
$37.0 - $58.68 $318K - $505K
39.7K $1.48M
ABBV
Abb Vie Inc.

Healthcare
487
+ 2.96%
$164.99 - $203.87 $80.4K - $99.3K
17K $3.01M
MRK
Merck & Co., Inc.

Healthcare
1.35K
+ 2.62%
$96.31 - $114.76 $130K - $155K
53K $5.27M
CVS
Cvs Health Corp

Healthcare
4.35K
+ 6.81%
$43.78 - $67.46 $190K - $293K
68.2K $3.06M
AMGN
Amgen Inc

Healthcare
401
+ 1.71%
$258.78 - $328.31 $104K - $132K
23.8K $6.21M
PHG
Koninklijke Philips Nv

Healthcare
113
+ 0.05%
$24.71 - $32.66 $2.79K - $3.69K
223K $5.64M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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