IP
| |
Inlet Private Wealth, LLC13F | |
| Inlet Private Wealth, LLC | |
| Last update 2025-05-07 | 127 Stocks (8 new) |
| Value $385.00 Mil | Turnover 2 % |
Inlet Private Wealth, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 84,235 | 18,711.0 | -1.00% | 4.860 | -0.06% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 33,804 | 18,003.5 | -1.54% | 4.680 | -0.06% | 0.000 | -8.74% | +3.98% | 1,017,162.4 | Insurance | |
MCK | McKesson Corp | 22,075 | 14,856.5 | -0.16% | 3.860 | -0.01% | 0.020 | +3.13% | +25.85% | 89,398.6 | Medical Distribution | |
MSFT | Microsoft Corp | 39,495 | 14,826.1 | -0.44% | 3.850 | -0.02% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
JPM | JPMorgan Chase & Co | 50,624 | 12,418.1 | -3.30% | 3.230 | -0.11% | 0.000 | +25.08% | +21.17% | 785,911.8 | Banks | |
CSCO | Cisco Systems Inc | 152,354 | 9,401.8 | 0% | 2.440 | 0% | 0.000 | +21.55% | +16.03% | 266,785.1 | Hardware | |
WM | Waste Management Inc | 40,181 | 9,302.3 | 0% | 2.420 | 0% | 0.010 | -1.27% | +12.73% | 90,887.9 | Waste Management | |
CME | CME Group Inc | 31,660 | 8,399.1 | +0.23% | 2.180 | +0.01% | 0.010 | +6.66% | +20.65% | 100,010.5 | Capital Markets | |
MO | Altria Group Inc | 132,612 | 7,959.4 | +2.09% | 2.070 | +0.04% | 0.010 | +4.56% | +16.58% | 99,146.8 | Tobacco Products | |
QCOM | Qualcomm Inc | 49,358 | 7,581.9 | 0% | 1.970 | 0% | 0.000 | +14.19% | +1.44% | 169,168.9 | Semiconductors |
Inlet Private Wealth, LLC's Historical Top Holdings Breakdowns
Inlet Private Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
KMX | CarMax Inc | 2025-03-31 | Reduce Reduce | -1.10% | 69.25 ($80.17) 89.19 | $62.39 | -22.18% | Reduce -93.7% | 3,400 | -50,530 | |
LKQ | LKQ Corp | 2025-03-31 | Reduce Reduce | -0.68% | 36.24 ($39.66) 44.05 | $37.35 | -5.82% | Reduce -81.78% | 15,500 | -69,575 | |
FLEX | Flex Ltd | 2025-03-31 | New Buy New Buy | +0.56% | 32.92 ($39.18) 44.46 | $51.85 | 32.34% | New holding | 65,070 | 65,070 | |
ZBH | Zimmer Biomet Holdings Inc | 2025-03-31 | Add Add | +0.47% | 98.98 ($106.98) 113.18 | $94.22 | -11.93% | Add 64% | 41,270 | 16,105 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.34% | 83.01 ($93.37) 101.02 | $82.43 | -11.72% | Add 27.48% | 67,520 | 14,553 | |
FN | Fabrinet | 2025-03-31 | New Buy New Buy | +0.24% | 183.66 ($218.21) 267.24 | $297.45 | 36.31% | New holding | 4,595 | 4,595 | |
BXSL | Blackstone Secured Lending Fund | 2025-03-31 | Sold Out Sold Out | -0.21% | 31.3 ($32.97) 34.5 | $32.43 | -1.64% | Sold Out | 0 | -24,900 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.11% | 225.19 ($254.94) 279.95 | $285.82 | 12.11% | Reduce -3.3% | 50,624 | -1,725 | |
PFE | Pfizer Inc | 2025-03-31 | Reduce Reduce | -0.11% | 25.01 ($26.17) 27.13 | $24.61 | -5.96% | Reduce -45.64% | 19,630 | -16,478 | |
SKT | Tanger Inc | 2025-03-31 | Reduce Reduce | -0.10% | 31.75 ($33.58) 36 | $31.71 | -5.57% | Reduce -17.16% | 53,100 | -11,000 |
Inlet Private Wealth, LLC Total Holding History ($B)
Inlet Private Wealth, LLC's Asset Allocation
Inlet Private Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Inlet Private Wealth, LLC's Hypothetical Growth since 2025-03-31
Inlet Private Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Inlet Private Wealth, LLC's Holdings Heat Map
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Inlet Private Wealth, LLC's Holdings Bubble Chart
Inlet Private Wealth, LLC News
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