Inlet Private Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IP Inlet Private Wealth, LLC | Institutional Filer | ▼ 9.18% | $391.6M | 128 |
Current Portfolio Holdings
Showing all 128 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 73K | $18.6M | 4.76% |
| 2 | MCK | McKesson Corporation | Healthcare | 18K | $15.3M | 3.90% |
| 3 | MSFT | Microsoft Corporation | Technology | 38K | $14.2M | 3.62% |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 28K | $13.6M | 3.46% |
| 5 | JPM | JPMorgan Chase & Co. | Financial Services | 43K | $12.8M | 3.26% |
| 6 | GOOG | Alphabet Inc. | Technology | 38K | $11.0M | 2.81% |
| 7 | RPRX | Royalty Pharma plc | Healthcare | 216K | $10.4M | 2.65% |
| 8 | CSCO | Cisco Systems, Inc. | Technology | 129K | $10.0M | 2.56% |
| 9 | C | Citigroup Inc. | Financial Services | 85K | $9.6M | 2.45% |
| 10 | CME | CME Group Inc. | Financial Services | 29K | $8.4M | 2.16% |
| 11 | WM | Waste Management, Inc. | Industrials | 35K | $8.1M | 2.07% |
| 12 | GE | GE Aerospace | Industrials | 28K | $7.9M | 2.03% |
| 13 | BTI | British American Tobacco p.l.c. | Consumer Defensive | 134K | $7.8M | 2.00% |
| 14 | MO | Altria Group, Inc. | Consumer Defensive | 118K | $7.8M | 1.99% |
| 15 | AMGN | Amgen Inc. | Healthcare | 20K | $7.2M | 1.83% |
Showing 1 to 15 of 128 holdings