Inlet Private Wealth, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $364 Million distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.7M, Berkshire Hathaway Inc Class B with a value of $18M, Mckesson Corp with a value of $14.9M, Microsoft Corp with a value of $14.8M, and Jpmorgan Chase & CO with a value of $12.4M.
Examining the 13F form we can see an increase of $6.98M in the current position value, from $357M to 364M.
Below you can find more details about Inlet Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$364 Million
Technology: $89.6 Million
Healthcare: $70.7 Million
Financial Services: $69.2 Million
Industrials: $38.8 Million
Consumer Defensive: $32.6 Million
Consumer Cyclical: $17.3 Million
Communication Services: $15.2 Million
Energy: $11.8 Million
Other: $19.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
