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 Market Cap. of $10 Billions to $200 Billions
