0001606587-20-001059.txt : 20201016
0001606587-20-001059.hdr.sgml : 20201016
20201016125343
ACCESSION NUMBER: 0001606587-20-001059
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201016
DATE AS OF CHANGE: 20201016
EFFECTIVENESS DATE: 20201016
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Inlet Private Wealth, LLC
CENTRAL INDEX KEY: 0001759751
IRS NUMBER: 831074260
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18980
FILM NUMBER: 201243498
BUSINESS ADDRESS:
STREET 1: 1061 E. INDIANTOWN ROAD
STREET 2: SUITE 206
CITY: JUPITER
STATE: FL
ZIP: 33477
BUSINESS PHONE: 561-781-0400
MAIL ADDRESS:
STREET 1: 1061 E. INDIANTOWN ROAD
STREET 2: SUITE 206
CITY: JUPITER
STATE: FL
ZIP: 33477
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001759751
XXXXXXXX
09-30-2020
09-30-2020
false
Inlet Private Wealth, LLC
1061 E. INDIANTOWN ROAD
SUITE 206
JUPITER
FL
33477
13F HOLDINGS REPORT
028-18980
N
Ted E. Furniss
Chairman & Chief Investment Officer
561-781-0400
Ted Furniss
Jupiter
FL
10-15-2020
0
125
256583
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
502
3132
SH
SOLE
NONE
0
0
3132
ABBOTT LABS
COM
002824100
594
5455
SH
SOLE
NONE
0
0
5455
ABBVIE INC
COM
00287Y109
2179
24876
SH
SOLE
NONE
0
0
24876
AFLAC INC
COM
001055102
324
8900
SH
SOLE
NONE
0
0
8900
AIR PRODS & CHEMS INC
COM
009158106
282
947
SH
SOLE
NONE
0
0
947
ALPHABET INC
CAP STK CL A
02079K305
1129
770
SH
SOLE
NONE
0
0
770
ALPHABET INC
CAP STK CL C
02079K107
3185
2167
SH
SOLE
NONE
0
0
2167
ALTRIA GROUP INC
COM
02209S103
5688
147195
SH
SOLE
NONE
0
0
147195
AMAZON COM INC
COM
023135106
693
220
SH
SOLE
NONE
0
0
220
AMC NETWORKS INC
CL A
00164V103
325
13150
SH
SOLE
NONE
0
0
13150
AMERICAN EXPRESS CO
COM
025816109
1043
10400
SH
SOLE
NONE
0
0
10400
AMERICAN INTL GROUP INC
COM NEW
026874784
2205
80100
SH
SOLE
NONE
0
0
80100
AMERICAN INTL GROUP INC
*W EXP 01/19/202
026874156
2
10000
SH
SOLE
NONE
0
0
10000
AMGEN INC
COM
031162100
6500
25573
SH
SOLE
NONE
0
0
25573
APPLE INC
COM
037833100
16282
140596
SH
SOLE
NONE
0
0
140596
ARCOS DORADOS HOLDINGS INC
SHS CLASS -A -
G0457F107
593
144596
SH
SOLE
NONE
0
0
144596
AT&T INC
COM
00206R102
2721
95451
SH
SOLE
NONE
0
0
95451
AUTOMATIC DATA PROCESSING IN
COM
053015103
531
3808
SH
SOLE
NONE
0
0
3808
B & G FOODS INC NEW
COM
05508R106
693
24950
SH
SOLE
NONE
0
0
24950
BANK NEW YORK MELLON CORP
COM
064058100
501
14600
SH
SOLE
NONE
0
0
14600
BECTON DICKINSON & CO
COM
075887109
459
1972
SH
SOLE
NONE
0
0
1972
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
7390
34703
SH
SOLE
NONE
0
0
34703
BK OF AMERICA CORP
COM
060505104
3726
154690
SH
SOLE
NONE
0
0
154690
BLACKROCK INC
COM
09247X101
950
1685
SH
SOLE
NONE
0
0
1685
BRISTOL-MYERS SQUIBB CO
COM
110122108
3268
54212
SH
SOLE
NONE
0
0
54212
BROADCOM INC
COM
11135F101
419
1149
SH
SOLE
NONE
0
0
1149
CANADIAN PAC RY LTD
COM
13645T100
226
741
SH
SOLE
NONE
0
0
741
CARDINAL HEALTH INC
COM
14149Y108
3565
75925
SH
SOLE
NONE
0
0
75925
CHEVRON CORP NEW
COM
166764100
2832
39338
SH
SOLE
NONE
0
0
39338
CISCO SYS INC
COM
17275R102
6664
169185
SH
SOLE
NONE
0
0
169185
CITIGROUP INC
COM NEW
172967424
3484
80818
SH
SOLE
NONE
0
0
80818
COCA COLA CO
COM
191216100
584
11826
SH
SOLE
NONE
0
0
11826
COMCAST CORP NEW
CL A
20030N101
1578
34122
SH
SOLE
NONE
0
0
34122
COMMSCOPE HLDG CO INC
COM
20337X109
597
66300
SH
SOLE
NONE
0
0
66300
COSTCO WHSL CORP NEW
COM
22160K105
2087
5880
SH
SOLE
NONE
0
0
5880
CUMMINS INC
COM
231021106
891
4220
SH
SOLE
NONE
0
0
4220
CVS HEALTH CORP
COM
126650100
2495
42725
SH
SOLE
NONE
0
0
42725
DANAHER CORPORATION
COM
235851102
679
3153
SH
SOLE
NONE
0
0
3153
DAVITA INC
COM
23918K108
1609
18785
SH
SOLE
NONE
0
0
18785
DELTA AIR LINES INC DEL
COM NEW
247361702
2762
90312
SH
SOLE
NONE
0
0
90312
DIAGEO PLC
SPON ADR NEW
25243Q205
349
2537
SH
SOLE
NONE
0
0
2537
DISNEY WALT CO
COM DISNEY
254687106
854
6884
SH
SOLE
NONE
0
0
6884
EATON CORP PLC
SHS
G29183103
418
4100
SH
SOLE
NONE
0
0
4100
EBAY INC.
COM
278642103
1473
28275
SH
SOLE
NONE
0
0
28275
EMERSON ELEC CO
COM
291011104
2014
30714
SH
SOLE
NONE
0
0
30714
EXXON MOBIL CORP
COM
30231G102
15939
464294
SH
SOLE
NONE
0
0
464294
F5 NETWORKS INC
COM
315616102
2299
18730
SH
SOLE
NONE
0
0
18730
FACEBOOK INC
CL A
30303M102
394
1505
SH
SOLE
NONE
0
0
1505
FEDERATED HERMES INC
CL B
314211103
581
27033
SH
SOLE
NONE
0
0
27033
FOX CORP
CL B COM
35137L204
3531
126225
SH
SOLE
NONE
0
0
126225
GENERAL ELECTRIC CO
COM
369604103
2254
361750
SH
SOLE
NONE
0
0
361750
GOLDMAN SACHS GROUP INC
COM
38141G104
1213
6035
SH
SOLE
NONE
0
0
6035
GRAINGER W W INC
COM
384802104
357
1000
SH
SOLE
NONE
0
0
1000
HANESBRANDS INC
COM
410345102
2459
156100
SH
SOLE
NONE
0
0
156100
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
328
35000
SH
SOLE
NONE
0
0
35000
HP INC
COM
40434L105
1041
54816
SH
SOLE
NONE
0
0
54816
HUBBELL INC
COM
443510607
848
6200
SH
SOLE
NONE
0
0
6200
ILLINOIS TOOL WKS INC
COM
452308109
444
2300
SH
SOLE
NONE
0
0
2300
INTEL CORP
COM
458140100
2743
52965
SH
SOLE
NONE
0
0
52965
INTERNATIONAL BUSINESS MACHS
COM
459200101
871
7158
SH
SOLE
NONE
0
0
7158
INTERNATIONAL PAPER CO
COM
460146103
272
6700
SH
SOLE
NONE
0
0
6700
INTUIT
COM
461202103
1274
3904
SH
SOLE
NONE
0
0
3904
INVESCO LTD
SHS
G491BT108
1874
164200
SH
SOLE
NONE
0
0
164200
ISHARES GOLD TRUST
ISHARES
464285105
297
16500
SH
SOLE
NONE
0
0
16500
ISHARES INC
CORE MSCI EMKT
46434G103
393
7434
SH
SOLE
NONE
0
0
7434
ISHARES TR
CORE S&P500 ETF
464287200
568
1690
SH
SOLE
NONE
0
0
1690
ISHARES TR
MSCI EAFE ETF
464287465
216
3390
SH
SOLE
NONE
0
0
3390
ISHARES TR
CORE MSCI EAFE
46432F842
362
6000
SH
SOLE
NONE
0
0
6000
JOHNSON & JOHNSON
COM
478160104
2777
18654
SH
SOLE
NONE
0
0
18654
JPMORGAN CHASE & CO
COM
46625H100
5766
59891
SH
SOLE
NONE
0
0
59891
KIMBERLY CLARK CORP
COM
494368103
295
2000
SH
SOLE
NONE
0
0
2000
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
3225
17130
SH
SOLE
NONE
0
0
17130
LAS VEGAS SANDS CORP
COM
517834107
791
16950
SH
SOLE
NONE
0
0
16950
LKQ CORP
COM
501889208
1816
65500
SH
SOLE
NONE
0
0
65500
LOCKHEED MARTIN CORP
COM
539830109
220
575
SH
SOLE
NONE
0
0
575
LOWES COS INC
COM
548661107
616
3712
SH
SOLE
NONE
0
0
3712
M D C HLDGS INC
COM
552676108
1426
30275
SH
SOLE
NONE
0
0
30275
MASTERCARD INCORPORATED
CL A
57636Q104
1912
5655
SH
SOLE
NONE
0
0
5655
MCDONALDS CORP
COM
580135101
264
1203
SH
SOLE
NONE
0
0
1203
MCKESSON CORP
COM
58155Q103
4869
32690
SH
SOLE
NONE
0
0
32690
MERCK & CO. INC
COM
58933Y105
2074
25000
SH
SOLE
NONE
0
0
25000
MICROSOFT CORP
COM
594918104
9691
46076
SH
SOLE
NONE
0
0
46076
NETAPP INC
COM
64110D104
254
5800
SH
SOLE
NONE
0
0
5800
NEXTERA ENERGY INC
COM
65339F101
239
860
SH
SOLE
NONE
0
0
860
NORFOLK SOUTHN CORP
COM
655844108
1712
8000
SH
SOLE
NONE
0
0
8000
NOVARTIS AG
SPONSORED ADR
66987V109
315
3622
SH
SOLE
NONE
0
0
3622
OLD REP INTL CORP
COM
680223104
236
16000
SH
SOLE
NONE
0
0
16000
OMNICOM GROUP INC
COM
681919106
2059
41600
SH
SOLE
NONE
0
0
41600
ORACLE CORP
COM
68389X105
1663
27852
SH
SOLE
NONE
0
0
27852
PATTERSON COS INC
COM
703395103
577
23950
SH
SOLE
NONE
0
0
23950
PAYPAL HLDGS INC
COM
70450Y103
2673
13565
SH
SOLE
NONE
0
0
13565
PEPSICO INC
COM
713448108
1975
14252
SH
SOLE
NONE
0
0
14252
PETMED EXPRESS INC
COM
716382106
2460
77800
SH
SOLE
NONE
0
0
77800
PFIZER INC
COM
717081103
2849
77622
SH
SOLE
NONE
0
0
77622
PHILIP MORRIS INTL INC
COM
718172109
390
5200
SH
SOLE
NONE
0
0
5200
PNC FINL SVCS GROUP INC
COM
693475105
250
2274
SH
SOLE
NONE
0
0
2274
PRICE T ROWE GROUP INC
COM
74144T108
3218
25100
SH
SOLE
NONE
0
0
25100
PROCTER AND GAMBLE CO
COM
742718109
2131
15331
SH
SOLE
NONE
0
0
15331
PROGRESSIVE CORP
COM
743315103
407
4300
SH
SOLE
NONE
0
0
4300
QUALCOMM INC
COM
747525103
8006
68030
SH
SOLE
NONE
0
0
68030
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
203
8075
SH
SOLE
NONE
0
0
8075
SCHLUMBERGER LTD
COM
806857108
210
13500
SH
SOLE
NONE
0
0
13500
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
6005
121885
SH
SOLE
NONE
0
0
121885
SENSATA TECHNOLOGIES HLDNG P
SHS
G8060N102
3742
86750
SH
SOLE
NONE
0
0
86750
SONY CORP
SPONSORED ADR
835699307
5135
66900
SH
SOLE
NONE
0
0
66900
SPDR GOLD TR
GOLD SHS
78463V107
2047
11558
SH
SOLE
NONE
0
0
11558
STORE CAP CORP
COM
862121100
3303
120425
SH
SOLE
NONE
0
0
120425
SUNCOR ENERGY INC NEW
COM
867224107
583
47659
SH
SOLE
NONE
0
0
47659
TANGER FACTORY OUTLET CTRS I
COM
875465106
134
22200
SH
SOLE
NONE
0
0
22200
TARGET CORP
COM
87612E106
2443
15516
SH
SOLE
NONE
0
0
15516
TJX COS INC NEW
COM
872540109
227
4076
SH
SOLE
NONE
0
0
4076
TRAVELERS COMPANIES INC
COM
89417E109
379
3500
SH
SOLE
NONE
0
0
3500
UNILEVER N V
N Y SHS NEW
904784709
1159
19182
SH
SOLE
NONE
0
0
19182
UNILEVER PLC
SPON ADR NEW
904767704
760
12325
SH
SOLE
NONE
0
0
12325
UNION PAC CORP
COM
907818108
3738
18988
SH
SOLE
NONE
0
0
18988
UNITED PARCEL SERVICE INC
CL B
911312106
3724
22350
SH
SOLE
NONE
0
0
22350
US BANCORP DEL
COM NEW
902973304
1609
44890
SH
SOLE
NONE
0
0
44890
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1066
3465
SH
SOLE
NONE
0
0
3465
VERIZON COMMUNICATIONS INC
COM
92343V104
2844
47801
SH
SOLE
NONE
0
0
47801
WALGREENS BOOTS ALLIANCE INC
COM
931427108
888
24719
SH
SOLE
NONE
0
0
24719
WALMART INC
COM
931142103
1014
7250
SH
SOLE
NONE
0
0
7250
WASTE MGMT INC DEL
COM
94106L109
5051
44632
SH
SOLE
NONE
0
0
44632
XPERI HOLDING CORP
COM
98390M103
2708
235700
SH
SOLE
NONE
0
0
235700
XPO LOGISTICS INC
COM
983793100
2174
25675
SH
SOLE
NONE
0
0
25675
ZOETIS INC
CL A
98978V103
378
2285
SH
SOLE
NONE
0
0
2285