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Home > Institutional Investor > Inlet Private Wealth, Llc > Profile

Instuitional Investor - Inlet Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Inlet Private Wealth, Llc
Portfolio Value $384,689,987
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 84,235 $18,711,036 4.86%
2.
Berkshire Hathaway Inc
 BRK.A 33,804 $18,003,449 4.68%
3.
Mckesson Corp
 MCK 22,075 $14,856,538 3.86%
4.
Microsoft Corp
 MSFT 39,495 $14,826,078 3.85%
5.
Jpmorgan Chase & Co
 JPM 50,624 $12,418,154 3.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)