Inlet Private Wealth, LLC Incresed Positions in Q3 2025

Inlet Private Wealth, LLC

  • $425 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
404
+ 0.48%
$202.38 - $256.87 $81.8K - $104K
84.6K $21.5M
CB
Chubb LTD

Financial Services
12.5K
+ 1751.19%
$265.99 - $289.59 $3.33M - $3.63M
13.2K $3.74M
GOOG
Alphabet Inc.

Communication Services
84
+ 0.18%
$175.16 - $255.24 $14.7K - $21.4K
46.7K $11.4M
GOOGL
Alphabet Inc.

Communication Services
313
+ 1.21%
$174.36 - $254.72 $54.6K - $79.7K
26.2K $6.36M
GE
General Electric CO

Industrials
412
+ 1.27%
$244.75 - $305.63 $101K - $126K
32.9K $9.91M
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 0.05%
$282.78 - $316.06 $7.35K - $8.22K
50.5K $15.9M
MO
Altria Group, Inc.

Consumer Defensive
333
+ 0.25%
$57.75 - $67.68 $19.2K - $22.5K
133K $8.78M
MSFT
Microsoft Corp

Technology
225
+ 0.57%
$491.09 - $535.64 $110K - $121K
39.6K $20.5M
PHG
Koninklijke Philips Nv

Healthcare
6K
+ 2.71%
$23.84 - $28.62 $143K - $172K
228K $6.21M
SONY
Sony Group Corp

Technology
2.97K
+ 1.03%
$23.92 - $30.07 $71.1K - $89.4K
292K $8.4M
CPB
Campbell Soup CO

Consumer Defensive
25.4K
+ 36.74%
$30.41 - $34.03 $773K - $865K
94.7K $2.99M
ABBV
Abb Vie Inc.

Healthcare
47
+ 0.28%
$184.85 - $231.54 $8.69K - $10.9K
17K $3.94M
TGT
Target Corp

Consumer Defensive
10K
+ 60.33%
$86.56 - $107.43 $866K - $1.07M
26.6K $2.38M
BAC
Bank Of America Corp

Financial Services
536
+ 0.4%
$44.92 - $52.42 $24.1K - $28.1K
135K $6.94M
BK
Bank Of New York Mellon Corp

Financial Services
23
+ 0.08%
$90.65 - $109.75 $2.08K - $2.52K
27.9K $3.04M
IAU
Ishares Gold Trust

ETFs
157
+ 0.4%
$61.62 - $72.77 $9.67K - $11.4K
39K $2.84M
PHM
Pultegroup Inc

Consumer Cyclical
2
+ 0.01%
$108.0 - $141.42 $216 - $283
15.2K $2.01M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
500
+ 1.12%
$90.62 - $107.71 $45.3K - $53.9K
45.2K $4.45M
MRK
Merck & Co., Inc.

Healthcare
146
+ 0.2%
$77.6 - $87.37 $11.3K - $12.8K
74.5K $6.25M
QCOM
Qualcomm Inc

Technology
64
+ 0.13%
$145.84 - $173.55 $9.33K - $11.1K
49.4K $8.22M
AVGO
Broadcom Inc.

Technology
101
+ 2.1%
$264.74 - $369.57 $26.7K - $37.3K
4.92K $1.62M
DAL
Delta Air Lines, Inc.

Industrials
14
+ 0.04%
$49.0 - $61.97 $686 - $868
37K $2.1M
HPQ
Hp Inc

Technology
818
+ 0.98%
$24.45 - $29.35 $20K - $24K
84.2K $2.29M
XOM
Exxon Mobil Corp

Energy
1.08K
+ 5.69%
$105.83 - $117.22 $114K - $126K
20K $2.25M
WMT
Walmart Inc.

Consumer Defensive
792
+ 3.62%
$94.4 - $104.27 $74.8K - $82.6K
22.7K $2.34M
CVX
Chevron Corp

Energy
8
+ 0.05%
$145.57 - $161.83 $1.16K - $1.29K
14.9K $2.31M
CMI
Cummins Inc

Industrials
5
+ 0.28%
$327.85 - $426.39 $1.64K - $2.13K
1.78K $750K
AXP
American Express CO

Financial Services
50
+ 0.51%
$294.27 - $342.31 $14.7K - $17.1K
9.85K $3.27M
LOW
Lowes Companies Inc

Consumer Cyclical
105
+ 2.61%
$215.01 - $273.02 $22.6K - $28.7K
4.12K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
591
+ 6.8%
$211.65 - $238.24 $125K - $141K
9.28K $2.04M
SJM
J M Smucker CO

Consumer Defensive
50
+ 0.42%
$102.24 - $113.2 $5.11K - $5.66K
11.8K $1.29M
MDT
Medtronic PLC

Healthcare
190
+ 1.5%
$87.67 - $95.74 $16.7K - $18.2K
12.9K $1.23M
UNP
Union Pacific Corp

Industrials
9
+ 0.05%
$214.91 - $237.16 $1.93K - $2.13K
17K $4.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
424
+ 13.47%
$181.56 - $190.33 $77K - $80.7K
3.57K $677K
IEFA
Ishares Tr

ETFs
569
+ 10.81%
$81.7 - $87.53 $46.5K - $49.8K
5.83K $509K
RTX
Raytheon Technologies Corp

Industrials
41
+ 1.6%
$144.19 - $167.33 $5.91K - $6.86K
2.61K $436K
IWM
Ishares Russell 2000 ETF

ETFs
80
+ 5.1%
$214.92 - $244.84 $17.2K - $19.6K
1.65K $398K
TXT
Textron Inc

Industrials
525
+ 17.36%
$77.02 - $87.21 $40.4K - $45.8K
3.55K $299K
TRV
Travelers Companies, Inc.

Financial Services
61
+ 2.36%
$250.62 - $279.43 $15.3K - $17K
2.65K $740K
MA
Mastercard Inc

Financial Services
15
+ 0.29%
$550.18 - $598.96 $8.25K - $8.98K
5.18K $2.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 2.98%
$567.77 - $614.76 $11.4K - $12.3K
692 $423K
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 8.65%
$617.65 - $666.84 $18.5K - $20K
377 $251K
META
Meta Platforms, Inc.

Communication Services
55
+ 3.89%
$695.21 - $791.73 $38.2K - $43.5K
1.47K $1.08M
TT
Trane Technologies PLC

Industrials
102
+ 8.46%
$398.96 - $472.54 $40.7K - $48.2K
1.31K $551K
COF
Capital One Financial Corp

Financial Services
87
+ 4.48%
$207.29 - $229.74 $18K - $20K
2.03K $431K
ETN
Eaton Corp PLC

Industrials
13
+ 1.88%
$342.99 - $392.76 $4.46K - $5.11K
705 $263K
KO
Coca Cola CO

Consumer Defensive
697
+ 8.88%
$65.67 - $71.67 $45.8K - $50K
8.55K $567K
SBUX
Starbucks Corp

Consumer Cyclical
650
+ 9.85%
$81.9 - $96.86 $53.2K - $63K
7.25K $613K
DHR
Danaher Corp

Healthcare
22
+ 0.82%
$181.46 - $212.2 $3.99K - $4.67K
2.7K $534K
Activity Summary
Buys All Purchases 82 New Holdings 10 Increased Positions 72 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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