Inlet Private Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Jupiter, FL
CIK
0001759751
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 128 365,460 AAPL, MSFT, BRK-B, MCK 13F-HR 7/23/2024 000117266124002874
Q1 2024 124 358,037 MSFT, AAPL, BRK-B, MCK 13F-HR 4/25/2024 000117266124001940
Q4 2023 116 326,260 AAPL, MSFT, BRK-B, MCK 13F-HR 1/26/2024 000117266124000347
Q3 2023 119 304,104 AAPL, MSFT, BRK-B, MCK 13F-HR 10/30/2023 000117266123003545
Q2 2023 132 396,331 XOM, AAPL, MSFT, BRK-B 13F-HR 7/27/2023 000117266123002647
Q1 2023 129 384,536 XOM, AAPL, MSFT, BRK-B 13F-HR 5/3/2023 000117266123001802
Q4 2022 127 389,279 XOM, AAPL, BRK-B, XOM puts 13F-HR 1/23/2023 000117266123000265
Q3 2022 127 335,561 XOM, AAPL, MSFT, BRK-B 13F-HR 10/19/2022 000160658722001922
Q2 2022 132 350,189 XOM, AAPL, MSFT, MCK 13F-HR 7/13/2022 000160658722001304
Q1 2022 136 400,196 XOM, AAPL, MSFT, BRK-B 13F-HR 4/29/2022 000160658722000814
Q4 2021 134 412,381 XOM, AAPL, MSFT, STX 13F-HR 1/31/2022 000160658722000187
Q3 2021 131 373,029 XOM, AAPL, MSFT, STX RESTATEMENT 11/12/2021 000160658721001605
Q2 2021 131 381,355 XOM, AAPL, MSFT, STX 13F-HR 8/4/2021 000160658721001017
Q1 2021 124 349,412 XOM, AAPL, MSFT, STX 13F-HR 5/5/2021 000160658721000589
Q4 2020 125 305,769 XOM, AAPL, MSFT, QCOM 13F-HR 2/11/2021 000160658721000295
Q3 2020 125 256,583 AAPL, XOM, MSFT, QCOM 13F-HR 10/16/2020 000160658720001059
Q2 2020 127 250,475 XOM, AAPL, MSFT, CSCO 13F-HR 8/10/2020 000160658720000915
Q1 2020 125 215,654 XOM, AAPL, MSFT, CSCO 13F-HR 4/28/2020 000160658720000489
Q4 2019 144 302,049 XOM, AAPL, JPM, CSCO 13F-HR 1/17/2020 000160658720000061
Q3 2019 142 270,080 XOM, AAPL, JPM, CSCO 13F-HR 10/17/2019 000160658719000877
Q2 2019 146 278,185 XOM, CSCO, AAPL, MSFT 13F-HR 7/22/2019 000160658719000645
Q1 2019 139 248,835 XOM, CSCO, AAPL, NLOK 13F-HR 4/26/2019 000122107319000047
Q4 2018 119 185,854 XOM, CVX, CSCO, BRK-B 13F-HR 1/28/2019 000122107319000007
Additional filings from Inlet Private Wealth, LLC that have since been restated