0001172661-25-000346.txt : 20250124
0001172661-25-000346.hdr.sgml : 20250124
20250124101938
ACCESSION NUMBER: 0001172661-25-000346
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20241231
FILED AS OF DATE: 20250124
DATE AS OF CHANGE: 20250124
EFFECTIVENESS DATE: 20250124
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Inlet Private Wealth, LLC
CENTRAL INDEX KEY: 0001759751
ORGANIZATION NAME:
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: 25552290
BUSINESS ADDRESS:
STREET 1: 116 INTRACOASTAL POINTE DR.
STREET 2: SUITE 400
CITY: JUPITER
STATE: FL
ZIP: 33477
BUSINESS PHONE: 561-781-0400
MAIL ADDRESS:
STREET 1: 116 INTRACOASTAL POINTE DR.
STREET 2: SUITE 400
CITY: JUPITER
STATE: FL
ZIP: 33477
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001759751
XXXXXXXX
12-31-2024
12-31-2024
false
Inlet Private Wealth, LLC
116 Intracoastal Pointe Dr.
Suite 400
Jupiter
FL
33477
13F HOLDINGS REPORT
028-18980
000297154
801-113455
N
Ted E. Furniss
Chief Compliance Officer
561-781-0400
/s/ Ted E. Furniss
Jupiter
FL
01-24-2025
0
125
378106925
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
290240
2566
SH
SOLE
2566
0
0
ABBVIE INC
COM
00287Y109
3012726
16954
SH
SOLE
16954
0
0
AFLAC INC
COM
001055102
920616
8900
SH
SOLE
8900
0
0
AIR PRODS & CHEMS INC
COM
009158106
309473
1067
SH
SOLE
1067
0
0
ALPHABET INC
CAP STK CL A
02079K305
4703815
24848
SH
SOLE
24848
0
0
ALPHABET INC
CAP STK CL C
02079K107
8874135
46598
SH
SOLE
46598
0
0
ALTRIA GROUP INC
COM
02209S103
6792429
129899
SH
SOLE
129899
0
0
AMAZON COM INC
COM
023135106
1722037
7849
SH
SOLE
7849
0
0
AMERICAN EXPRESS CO
COM
025816109
2907058
9795
SH
SOLE
9795
0
0
AMGEN INC
COM
031162100
6211649
23832
SH
SOLE
23832
0
0
APPLE HOSPITALITY REIT INC
COM NEW
03784Y200
3065011
199675
SH
SOLE
199675
0
0
APPLE INC
COM
037833100
21306888
85085
SH
SOLE
85085
0
0
ARCOS DORADOS HOLDINGS INC
SHS CLASS -A -
G0457F107
315865
43388
SH
SOLE
43388
0
0
AT&T INC
COM
00206R102
1077021
47300
SH
SOLE
47300
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
888854
3036
SH
SOLE
3036
0
0
BANK AMERICA CORP
COM
060505104
5894287
134113
SH
SOLE
134113
0
0
BANK NEW YORK MELLON CORP
COM
064058100
2262644
29450
SH
SOLE
29450
0
0
BECTON DICKINSON & CO
COM
075887109
317618
1400
SH
SOLE
1400
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
15562104
34332
SH
SOLE
34332
0
0
BLACKROCK INC
COM
09290D101
3699622
3609
SH
SOLE
3609
0
0
BLACKSTONE SECD LENDING FD
COMMON STOCK
09261X102
804519
24900
SH
SOLE
24900
0
0
BOOKING HOLDINGS INC
COM
09857L108
694605
140
SH
SOLE
140
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
2714201
47988
SH
SOLE
47988
0
0
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
5356401
147478
SH
SOLE
147478
0
0
BROADCOM INC
COM
11135F101
1116657
4817
SH
SOLE
4817
0
0
CAPRI HOLDINGS LIMITED
SHS
G1890L107
1298244
61645
SH
SOLE
61645
0
0
CARMAX INC
COM
143130102
4409317
53930
SH
SOLE
53930
0
0
CHEVRON CORP NEW
COM
166764100
2194036
15148
SH
SOLE
15148
0
0
CISCO SYS INC
COM
17275R102
9019346
152354
SH
SOLE
152354
0
0
CITIGROUP INC
COM NEW
172967424
7027034
99830
SH
SOLE
99830
0
0
CME GROUP INC
COM
12572Q105
7335150
31586
SH
SOLE
31586
0
0
COCA COLA CO
COM
191216100
488958
7853
SH
SOLE
7853
0
0
CONOCOPHILLIPS
COM
20825C104
208852
2106
SH
SOLE
2106
0
0
COSTCO WHSL CORP NEW
COM
22160K105
4920445
5370
SH
SOLE
5370
0
0
CROWN CASTLE INC
COM
22822V101
4586417
50533
SH
SOLE
50533
0
0
CUMMINS INC
COM
231021106
618068
1773
SH
SOLE
1773
0
0
CVS HEALTH CORP
COM
126650100
3063544
68246
SH
SOLE
68246
0
0
D R HORTON INC
COM
23331A109
6551965
46860
SH
SOLE
46860
0
0
DANAHER CORPORATION
COM
235851102
614299
2676
SH
SOLE
2676
0
0
DARDEN RESTAURANTS INC
COM
237194105
240270
1287
SH
SOLE
1287
0
0
DAVITA INC
COM
23918K108
5973027
39940
SH
SOLE
39940
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
2537975
41950
SH
SOLE
41950
0
0
DIAGEO PLC
SPON ADR NEW
25243Q205
354766
2791
SH
SOLE
2791
0
0
DISCOVER FINL SVCS
COM
254709108
378508
2185
SH
SOLE
2185
0
0
DISNEY WALT CO
COM
254687106
217748
1956
SH
SOLE
1956
0
0
DYADIC INTL INC DEL
COM
26745T101
52500
30000
SH
SOLE
30000
0
0
EATON CORP PLC
SHS
G29183103
229518
692
SH
SOLE
692
0
0
EBAY INC.
COM
278642103
2603449
42025
SH
SOLE
42025
0
0
EMERSON ELEC CO
COM
291011104
2466083
19899
SH
SOLE
19899
0
0
EXXON MOBIL CORP
COM
30231G102
2116056
19671
SH
SOLE
19671
0
0
FEDERATED HERMES INC
CL B
314211103
3233302
78650
SH
SOLE
78650
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
6802853
84225
SH
SOLE
84225
0
0
FLUTTER ENTMT PLC
SHS
G3643J108
5426091
20910
SH
SOLE
20910
0
0
GE AEROSPACE
COM NEW
369604301
5426846
32537
SH
SOLE
32537
0
0
GE VERNOVA INC
COM
36828A101
762131
2317
SH
SOLE
2317
0
0
GRAINGER W W INC
COM
384802104
1054050
1000
SH
SOLE
1000
0
0
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
345977
16205
SH
SOLE
16205
0
0
HP INC
COM
40434L105
1970852
60400
SH
SOLE
60400
0
0
ILLINOIS TOOL WKS INC
COM
452308109
583188
2300
SH
SOLE
2300
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1916258
8717
SH
SOLE
8717
0
0
INTUIT
COM
461202103
2400870
3820
SH
SOLE
3820
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
518161
2957
SH
SOLE
2957
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
1921830
38817
SH
SOLE
38817
0
0
ISHARES TR
FLTG RATE NT ETF
46429B655
251856
4950
SH
SOLE
4950
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
346686
1569
SH
SOLE
1569
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
204013
1102
SH
SOLE
1102
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
368548
5244
SH
SOLE
5244
0
0
ITURAN LOCATION AND CONTROL
SHS
M6158M104
4231728
135850
SH
SOLE
135850
0
0
JOHNSON & JOHNSON
COM
478160104
3528637
24399
SH
SOLE
24399
0
0
JPMORGAN CHASE & CO.
COM
46625H100
12548663
52349
SH
SOLE
52349
0
0
KINDER MORGAN INC DEL
COM
49456B101
1778260
64900
SH
SOLE
64900
0
0
KONINKLIJKE PHILIPS N V
NY REGIS SHS NEW
500472303
5636004
222591
SH
SOLE
222591
0
0
LABCORP HOLDINGS INC
COM SHS
504922105
3425353
14937
SH
SOLE
14937
0
0
LKQ CORP
COM
501889208
3126506
85075
SH
SOLE
85075
0
0
LOCKHEED MARTIN CORP
COM
539830109
1347998
2774
SH
SOLE
2774
0
0
LOWES COS INC
COM
548661107
991477
4017
SH
SOLE
4017
0
0
MARKEL GROUP INC
COM
570535104
433284
251
SH
SOLE
251
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
2840492
5394
SH
SOLE
5394
0
0
MCKESSON CORP
COM
58155Q103
12600944
22110
SH
SOLE
22110
0
0
MEDTRONIC PLC
SHS
G5960L103
1286148
16101
SH
SOLE
16101
0
0
MERCK & CO INC
COM
58933Y105
5269157
52967
SH
SOLE
52967
0
0
META PLATFORMS INC
CL A
30303M102
828234
1415
SH
SOLE
1415
0
0
MICROSOFT CORP
COM
594918104
16720960
39670
SH
SOLE
39670
0
0
MOLSON COORS BEVERAGE CO
CL B
60871R209
2574814
44920
SH
SOLE
44920
0
0
NEWMONT CORP
COM
651639106
1478378
39720
SH
SOLE
39720
0
0
NORFOLK SOUTHN CORP
COM
655844108
1807190
7700
SH
SOLE
7700
0
0
ORACLE CORP
COM
68389X105
4361125
26171
SH
SOLE
26171
0
0
PAYCHEX INC
COM
704326107
3569300
25455
SH
SOLE
25455
0
0
PAYPAL HLDGS INC
COM
70450Y103
1112537
13035
SH
SOLE
13035
0
0
PEPSICO INC
COM
713448108
1863647
12256
SH
SOLE
12256
0
0
PFIZER INC
COM
717081103
957945
36108
SH
SOLE
36108
0
0
PHILIP MORRIS INTL INC
COM
718172109
416170
3458
SH
SOLE
3458
0
0
PRICE T ROWE GROUP INC
COM
74144T108
2405085
21267
SH
SOLE
21267
0
0
PROCTER AND GAMBLE CO
COM
742718109
1859772
11093
SH
SOLE
11093
0
0
PROGRESSIVE CORP
COM
743315103
1040626
4343
SH
SOLE
4343
0
0
PULTE GROUP INC
COM
745867101
1606275
14750
SH
SOLE
14750
0
0
QUALCOMM INC
COM
747525103
7582376
49358
SH
SOLE
49358
0
0
ROYALTY PHARMA PLC
SHS CLASS A
G7709Q104
6039237
236740
SH
SOLE
236740
0
0
RTX CORPORATION
COM
75513E101
304344
2630
SH
SOLE
2630
0
0
SCHLUMBERGER LTD
COM STK
806857108
754915
19690
SH
SOLE
19690
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
5446161
63100
SH
SOLE
63100
0
0
SONY GROUP CORP
SPONSORED ADR
835699307
6113124
288900
SH
SOLE
288900
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
203370
347
SH
SOLE
347
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
1324256
17475
SH
SOLE
17475
0
0
STARBUCKS CORP
COM
855244109
611375
6700
SH
SOLE
6700
0
0
SUNCOR ENERGY INC NEW
COM
867224107
3812586
106855
SH
SOLE
106855
0
0
TANGER INC
COM
875465106
2187733
64100
SH
SOLE
64100
0
0
TARGET CORP
COM
87612E106
2356187
17430
SH
SOLE
17430
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
213405
410
SH
SOLE
410
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
444697
1204
SH
SOLE
1204
0
0
TRAVELERS COMPANIES INC
COM
89417E109
623961
2590
SH
SOLE
2590
0
0
UNILEVER PLC
SPON ADR NEW
904767704
1717727
30295
SH
SOLE
30295
0
0
UNION PAC CORP
COM
907818108
3868927
16966
SH
SOLE
16966
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
4432793
35153
SH
SOLE
35153
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
363158
674
SH
SOLE
674
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
221695
3762
SH
SOLE
3762
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
635601
15894
SH
SOLE
15894
0
0
VITESSE ENERGY INC
COMMON STOCK
92852X103
1491275
59651
SH
SOLE
59651
0
0
WALMART INC
COM
931142103
1978665
21900
SH
SOLE
21900
0
0
WASTE MGMT INC DEL
COM
94106L109
8108124
40181
SH
SOLE
40181
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
1910473
33970
SH
SOLE
33970
0
0
WK KELLOGG CO
COM SHS
92942W107
5829480
324040
SH
SOLE
324040
0
0
WPP PLC NEW
ADR
92937A102
1094820
21300
SH
SOLE
21300
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
2658179
25165
SH
SOLE
25165
0
0
ZOETIS INC
CL A
98978V103
272010
1669
SH
SOLE
1669
0
0