Inlet Private Wealth, LLC Sells in Q1 2025

Inlet Private Wealth, LLC

  • $364 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMX
Carmax Inc

Consumer Cyclical
-50.5K
- 93.7%
$69.25 - $89.19 $3.5M - $4.51M
3.4K $264K
AAPL
Apple Inc.

Technology
-850
- 1.0%
$209.68 - $247.1 $178K - $210K
84.2K $18.7M
LKQ
Lkq Corp

Consumer Cyclical
-69.6K
- 81.78%
$36.24 - $44.05 $2.52M - $3.06M
15.5K $659K
MSFT
Microsoft Corp

Technology
-175
- 0.44%
$375.39 - $447.2 $65.7K - $78.3K
39.5K $14.8M
ORCL
Oracle Corp

Technology
-100
- 0.38%
$139.81 - $186.47 $14K - $18.6K
26.1K $3.64M
TROW
Price T Rowe Group Inc

Financial Services
-167
- 0.79%
$91.57 - $116.93 $15.3K - $19.5K
21.1K $1.94M
PFE
Pfizer Inc

Healthcare
-16.5K
- 45.64%
$25.01 - $27.13 $412K - $447K
19.6K $497K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-11K
- 17.16%
$31.75 - $36.0 $349K - $396K
53.1K $1.79M
STX
Seagate Technology Holdings PLC

Technology
-3.25K
- 5.15%
$84.92 - $108.42 $276K - $352K
59.9K $5.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-568
- 4.36%
$65.15 - $91.81 $37K - $52.1K
12.5K $813K
MDT
Medtronic PLC

Healthcare
-3.4K
- 21.12%
$79.84 - $94.5 $272K - $321K
12.7K $1.14M
JPM
Jpmorgan Chase & CO

Financial Services
-1.73K
- 3.3%
$225.19 - $279.95 $388K - $483K
50.6K $12.4M
PEP
Pepsico Inc

Consumer Defensive
-500
- 4.08%
$142.64 - $156.42 $71.3K - $78.2K
11.8K $1.76M
CPRI
Capri Holdings LTD

Consumer Cyclical
-850
- 1.38%
$19.02 - $25.84 $16.2K - $22K
60.8K $1.2M
DFS
Discover Financial Services

Financial Services
-275
- 12.59%
$152.99 - $203.25 $42.1K - $55.9K
1.91K $326K
PHG
Koninklijke Philips Nv

Healthcare
-1.78K
- 0.8%
$24.92 - $28.61 $44.2K - $50.8K
221K $5.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.3%
$507.05 - $563.67 $1.01K - $1.13K
672 $345K
MA
Mastercard Inc

Financial Services
-225
- 4.17%
$504.67 - $576.31 $114K - $130K
5.17K $2.83M
Vitesse Energy Inc
-800
- 1.34%
N/A
58.9K $0
Wk Kellogg CO
-3.5K
- 1.08%
N/A
321K $0
Ge Vernova Inc
-144
- 6.21%
N/A
2.17K $0
SBUX
Starbucks Corp

Consumer Cyclical
-100
- 1.49%
$91.75 - $115.81 $9.18K - $11.6K
6.6K $647K
KMI
Kinder Morgan, Inc.

Energy
-700
- 1.08%
$26.1 - $31.22 $18.3K - $21.9K
64.2K $1.83M
VZ
Verizon Communications Inc

Communication Services
-100
- 0.63%
$37.81 - $46.49 $3.78K - $4.65K
15.8K $716K
BK
Bank Of New York Mellon Corp

Financial Services
-1.5K
- 5.09%
$75.42 - $88.95 $113K - $133K
28K $2.34M
COST
Costco Wholesale Corp

Consumer Defensive
-75
- 1.4%
$890.62 - $1076.86 $66.8K - $80.8K
5.3K $5.01M
PM
Philip Morris International Inc.

Consumer Defensive
-105
- 3.04%
$117.15 - $158.79 $12.3K - $16.7K
3.35K $532K
XOM
Exxon Mobil Corp

Energy
-750
- 3.81%
$105.44 - $118.93 $79.1K - $89.2K
18.9K $2.25M
TAP
Molson Coors Beverage CO

Consumer Defensive
-200
- 0.45%
$52.44 - $62.91 $10.5K - $12.6K
44.7K $2.72M
IBM
International Business Machines Corp

Technology
-50
- 0.57%
$217.4 - $264.74 $10.9K - $13.2K
8.67K $2.16M
T
At&T Inc.

Communication Services
-200
- 0.42%
$21.56 - $28.28 $4.31K - $5.66K
47.1K $1.33M
CVX
Chevron Corp

Energy
-200
- 1.32%
$146.71 - $167.97 $29.3K - $33.6K
14.9K $2.5M
PAYX
Paychex Inc

Industrials
-300
- 1.18%
$136.06 - $154.52 $40.8K - $46.4K
25.2K $3.88M
ITRN
Ituran Location & Control Ltd.

Technology
-1.5K
- 1.1%
$31.47 - $43.91 $47.2K - $65.9K
134K $4.86M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-350
- 0.24%
$35.35 - $42.74 $12.4K - $15K
147K $6.09M
AMGN
Amgen Inc

Healthcare
-5
- 0.02%
$258.59 - $327.36 $1.29K - $1.64K
23.8K $7.42M
RPRX
Royalty Pharma PLC

Healthcare
-2K
- 0.84%
$25.75 - $33.86 $51.5K - $67.7K
235K $7.31M
MCK
Mckesson Corp

Healthcare
-35
- 0.16%
$566.21 - $672.99 $19.8K - $23.6K
22.1K $14.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-528
- 1.54%
$442.66 - $534.52 $234K - $282K
33.8K $18M
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
Track This Portfolio

Track Inlet Private Wealth, LLC Portfolio

Follow Inlet Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inlet Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inlet Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email