Inlet Private Wealth, LLC

Q2 2025 13F Holdings

  • Location
    jupiter, FL
  • Num holdings

    127

  • Value ($000)

    $406,900

  • Date Filed
    08/05/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$19.58M
5 %

39,365

AAPL
AAPL

APPLE INC

COM
037833100
$17.27M
4 %

84,185

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$16.40M
4 %

33,754

MCK
MCK

MCKESSON CORP

COM
58155Q103
$16.14M
4 %

22,025

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$14.63M
4 %

50,464

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$10.57M
3 %

152,354

WM
WM

WASTE MGMT INC DEL

COM
94106L109
$9.13M
2 %

39,881

CME
CME

CME GROUP INC

COM
12572Q105
$8.73M
2 %

31,660

STX
STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
G7997R103
$8.61M
2 %

59,650

C
C

CITIGROUP INC

COM NEW
172967424
$8.48M
2 %

99,630

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