Inlet Private Wealth, LLC Portfolio Holdings
Inlet Private Wealth, LLC
- $357 Million
- Q4 2024
Inlet Private Wealth, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.3M, Microsoft Corp with a value of $16.7M, Berkshire Hathaway Inc Class B with a value of $15.6M, Mckesson Corp with a value of $12.6M, and Jpmorgan Chase & CO with a value of $12.5M.
Examining the 13F form we can see an decrease of $19.9M in the current position value, from $377M to 357M.
Below you can find more details about Inlet Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$357 Million
Technology: $90.7 Million
Financial Services: $67.3 Million
Healthcare: $60.7 Million
Industrials: $37.7 Million
Consumer Defensive: $30.7 Million
Consumer Cyclical: $24.2 Million
Communication Services: $17.4 Million
Energy: $10.9 Million
Other: $17.9 Million