Inlet Private Wealth, LLC

Q4 2024 13F Holdings

  • Location
    jupiter, FL
  • Num holdings

    125

  • Value ($000)

    $378,107

  • Date Filed
    01/24/2025
  • Form type
    13F-HR
  • CIK
    0001759751
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$21.31M
6 %

85,085

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$16.72M
4 %

39,670

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$15.56M
4 %

34,332

MCK
MCK

MCKESSON CORP

COM
58155Q103
$12.60M
3 %

22,110

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$12.55M
3 %

52,349

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$9.02M
2 %

152,354

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$8.87M
2 %

46,598

WM
WM

WASTE MGMT INC DEL

COM
94106L109
$8.11M
2 %

40,181

QCOM
QCOM

QUALCOMM INC

COM
747525103
$7.58M
2 %

49,358

CME
CME

CME GROUP INC

COM
12572Q105
$7.34M
2 %

31,586

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