Inlet Private Wealth, LLC Portfolio Holdings

Inlet Private Wealth, LLC

  • $385 Million
  • Q2 2025

Inlet Private Wealth, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $385 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.6M, Apple Inc. with a value of $17.3M, Berkshire Hathaway Inc Class B with a value of $16.4M, Mckesson Corp with a value of $16.1M, and Jpmorgan Chase & CO with a value of $14.6M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $364M to 385M.

Below you can find more details about Inlet Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $385 Million
Technology: $105 Million
Financial Services: $72.9 Million
Healthcare: $68.3 Million
Industrials: $40.5 Million
Consumer Defensive: $34.8 Million
Consumer Cyclical: $20.2 Million
Communication Services: $16.9 Million
Energy: $10.7 Million
Other: $16 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.5B
$2.42 Million 0.63% of portfolio
38,872
Q2 2025 Reduced 0.36%
$0
$571,000 0.15% of portfolio
3,147
Q2 2025 Reduced 8.7%
$0
$439,000 0.11% of portfolio
5,265
Q2 2025 Reduced 6.86%
$0
$381,000 0.1% of portfolio
672
Q1 2025 Reduced 0.3%
$0
$338,000 0.09% of portfolio
1,569
Q3 2024 Reduced 4.56%
$0
$259,000 0.07% of portfolio
3,762
Q4 2024 Reduced 0.27%
$0
$214,000 0.06% of portfolio
347
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $385 Million
  • Prior Value $364 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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