Inlet Private Wealth, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $377 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.9M, Microsoft Corp with a value of $17.2M, Berkshire Hathaway Inc Class B with a value of $16.1M, Jpmorgan Chase & CO with a value of $11.3M, and Mckesson Corp with a value of $11.1M.
Examining the 13F form we can see an increase of $26.2M in the current position value, from $351M to 377M.
Below you can find more details about Inlet Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$377 Million
Technology: $93.2 Million
Financial Services: $71.5 Million
Healthcare: $63.1 Million
Industrials: $41.2 Million
Consumer Defensive: $31.6 Million
Consumer Cyclical: $31.4 Million
Communication Services: $16 Million
Energy: $11.2 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
