Inlet Private Wealth, LLC

Q1 2025 13F Holdings

  • Location
    jupiter, FL
  • Num holdings

    127

  • Value ($000)

    $384,690

  • Date Filed
    05/07/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$18.71M
5 %

84,235

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$18.00M
5 %

33,804

MCK
MCK

MCKESSON CORP

COM
58155Q103
$14.86M
4 %

22,075

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$14.83M
4 %

39,495

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$12.42M
3 %

50,624

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$9.40M
2 %

152,354

WM
WM

WASTE MGMT INC DEL

COM
94106L109
$9.30M
2 %

40,181

CME
CME

CME GROUP INC

COM
12572Q105
$8.40M
2 %

31,660

MO
MO

ALTRIA GROUP INC

COM
02209S103
$7.96M
2 %

132,612

QCOM
QCOM

QUALCOMM INC

COM
747525103
$7.58M
2 %

49,358

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