Inlet Private Wealth, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $351 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.9M, Microsoft Corp with a value of $17.9M, Berkshire Hathaway Inc Class B with a value of $14.2M, Mckesson Corp with a value of $13.2M, and Jpmorgan Chase & CO with a value of $10.9M.
Examining the 13F form we can see an increase of $1.41M in the current position value, from $350M to 351M.
Below you can find more details about Inlet Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$351 Million
Technology: $91 Million
Financial Services: $66.2 Million
Healthcare: $59.6 Million
Industrials: $37 Million
Consumer Defensive: $28.5 Million
Consumer Cyclical: $26 Million
Communication Services: $16.5 Million
Energy: $10.6 Million
Other: $15.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions