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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 $326,260,657
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 89,709 $17,271,674 5.29%
2.
Microsoft Corp
 MSFT 39,228 $14,751,297 4.52%
3.
Berkshire Hathaway Inc
 BRK.A 34,534 $12,316,896 3.77%
4.
Mckesson Corp
 MCK 22,765 $10,539,740 3.23%
5.
Jpmorgan Chase & Co
 JPM 55,596 $9,456,880 2.89%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)