Inlet Private Wealth, LLC Reduced Holdings in Q2 2025

Inlet Private Wealth, LLC

  • $385 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-44.4K
- 86.38%
$94.83 - $107.06 $4.21M - $4.75M
7K $719K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 0.15%
$483.48 - $539.8 $24.2K - $27K
33.8K $16.4M
AAPL
Apple Inc.

Technology
-50
- 0.06%
$172.42 - $223.89 $8.62K - $11.2K
84.2K $17.3M
BMY
Bristol Myers Squibb CO

Healthcare
-10K
- 20.87%
$44.12 - $59.6 $442K - $597K
38K $1.76M
AMGN
Amgen Inc

Healthcare
-100
- 0.42%
$262.28 - $309.85 $26.2K - $31K
23.7K $6.62M
UPS
United Parcel Service Inc

Industrials
-4.15K
- 11.49%
$91.92 - $110.2 $381K - $457K
32K $3.23M
TAP
Molson Coors Beverage CO

Consumer Defensive
-300
- 0.67%
$47.24 - $62.46 $14.2K - $18.7K
44.4K $2.14M
UL
Unilever PLC

Consumer Defensive
-9.2K
- 30.35%
$57.9 - $65.43 $532K - $602K
21.1K $1.29M
TGT
Target Corp

Consumer Defensive
-3.31K
- 16.62%
$88.76 - $105.77 $293K - $350K
16.6K $1.64M
PEP
Pepsico Inc

Consumer Defensive
-1.54K
- 13.07%
$128.02 - $151.37 $197K - $233K
10.2K $1.35M
WPP
Wpp PLC

Communication Services
-5.5K
- 19.71%
$32.03 - $40.64 $176K - $224K
22.4K $784K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-725
- 0.35%
$10.66 - $12.92 $7.73K - $9.37K
204K $2.38M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-2.5K
- 4.71%
$28.81 - $34.65 $72K - $86.6K
50.6K $1.55M
CPRI
Capri Holdings LTD

Consumer Cyclical
-5.25K
- 8.64%
$12.48 - $19.63 $65.5K - $103K
55.5K $983K
PM
Philip Morris International Inc.

Consumer Defensive
-1.5K
- 44.74%
$149.23 - $184.95 $224K - $277K
1.85K $337K
MO
Altria Group, Inc.

Consumer Defensive
-100
- 0.08%
$55.56 - $60.91 $5.56K - $6.09K
133K $7.77M
WM
Waste Management Inc

Industrials
-300
- 0.75%
$216.47 - $242.1 $64.9K - $72.6K
39.9K $9.13M
SLB
Schlumberger Limited

Energy
-150
- 0.76%
$31.95 - $42.2 $4.79K - $6.33K
19.5K $660K
FHI
Federated Hermes, Inc.

Financial Services
-9.3K
- 12.38%
$35.85 - $44.32 $333K - $412K
65.9K $2.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-300
- 8.7%
$152.93 - $181.74 $45.9K - $54.5K
3.15K $571K
PFE
Pfizer Inc

Healthcare
-100
- 0.51%
$21.59 - $24.84 $2.16K - $2.48K
19.5K $473K
DAL
Delta Air Lines, Inc.

Industrials
-5K
- 11.92%
$35.88 - $52.99 $179K - $265K
37K $1.82M
Vitesse Energy Inc
-1.65K
- 2.8%
N/A
57.2K $0
T
At&T Inc.

Communication Services
-1K
- 2.12%
$26.33 - $28.94 $26.3K - $28.9K
46.1K $1.33M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.44K
- 11.51%
$57.41 - $74.81 $82.4K - $107K
11K $819K
IEFA
Ishares Tr

ETFs
-388
- 6.86%
$67.83 - $84.09 $26.3K - $32.6K
5.27K $439K
RTX
Raytheon Technologies Corp

Industrials
-60
- 2.28%
$113.75 - $148.48 $6.83K - $8.91K
2.57K $375K
IAU
Ishares Gold Trust

ETFs
-140
- 0.36%
$56.1 - $64.74 $7.85K - $9.06K
38.9K $2.42M
SONY
Sony Group Corp

Technology
-250
- 0.09%
$21.24 - $26.88 $5.31K - $6.72K
289K $7.51M
BK
Bank Of New York Mellon Corp

Financial Services
-50
- 0.18%
$73.31 - $91.62 $3.67K - $4.58K
27.9K $2.54M
BAC
Bank Of America Corp

Financial Services
-100
- 0.07%
$34.39 - $47.46 $3.44K - $4.75K
134K $6.34M
MCK
Mckesson Corp

Healthcare
-50
- 0.23%
$652.83 - $732.78 $32.6K - $36.6K
22K $16.1M
C
Citigroup Inc

Financial Services
-300
- 0.3%
$58.13 - $85.12 $17.4K - $25.5K
99.6K $8.48M
ORCL
Oracle Corp

Technology
-500
- 1.92%
$122.82 - $218.63 $61.4K - $109K
25.6K $5.59M
JPM
Jpmorgan Chase & CO

Financial Services
-160
- 0.32%
$210.28 - $289.91 $33.6K - $46.4K
50.5K $14.6M
STX
Seagate Technology Holdings PLC

Technology
-200
- 0.33%
$66.54 - $144.33 $13.3K - $28.9K
59.7K $8.61M
MSFT
Microsoft Corp

Technology
-130
- 0.33%
$354.56 - $497.45 $46.1K - $64.7K
39.4K $19.6M
Activity Summary
Buys All Purchases 24 New Holdings 8 Increased Positions 16 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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