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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 $378,106,925
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 85,085 $21,306,888 5.63%
2.
Microsoft Corp
 MSFT 39,670 $16,720,960 4.42%
3.
Berkshire Hathaway Inc
 BRK.A 34,332 $15,562,104 4.11%
4.
Mckesson Corp
 MCK 22,110 $12,600,944 3.33%
5.
Jpmorgan Chase & Co
 JPM 52,349 $12,548,663 3.31%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)