0001606587-20-000915.txt : 20200810
0001606587-20-000915.hdr.sgml : 20200810
20200810134429
ACCESSION NUMBER: 0001606587-20-000915
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200810
DATE AS OF CHANGE: 20200810
EFFECTIVENESS DATE: 20200810
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: 201088567
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
06-30-2020
06-30-2020
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
08-07-2020
0
127
250475
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
411
2632
SH
SOLE
NONE
0
0
2632
ABB LTD
SPONSORED ADR
000375204
738
32700
SH
SOLE
NONE
0
0
32700
ABBOTT LABS
COM
002824100
499
5455
SH
SOLE
NONE
0
0
5455
ABBVIE INC
COM
00287Y109
2442
24876
SH
SOLE
NONE
0
0
24876
AFLAC INC
COM
001055102
321
8900
SH
SOLE
NONE
0
0
8900
AIR PRODS & CHEMS INC
COM
009158106
229
947
SH
SOLE
NONE
0
0
947
ALPHABET INC
CAP STK CL A
02079K305
1092
770
SH
SOLE
NONE
0
0
770
ALPHABET INC
CAP STK CL C
02079K107
3063
2167
SH
SOLE
NONE
0
0
2167
ALTRIA GROUP INC
COM
02209S103
5381
137095
SH
SOLE
NONE
0
0
137095
AMAZON COM INC
COM
023135106
607
220
SH
SOLE
NONE
0
0
220
AMC NETWORKS INC
CL A
00164V103
308
13150
SH
SOLE
NONE
0
0
13150
AMERICAN EXPRESS CO
COM
025816109
990
10400
SH
SOLE
NONE
0
0
10400
AMERICAN INTL GROUP INC
*W EXP 01/19/202
026874156
28
20000
SH
SOLE
NONE
0
0
20000
AMERICAN INTL GROUP INC
COM NEW
026874784
2756
88400
SH
SOLE
NONE
0
0
88400
AMGEN INC
COM
031162100
6165
26138
SH
SOLE
NONE
0
0
26138
APPLE INC
COM
037833100
13407
36752
SH
SOLE
NONE
0
0
36752
ARCOS DORADOS HOLDINGS INC
SHS CLASS -A -
G0457F107
598
142700
SH
SOLE
NONE
0
0
142700
AT&T INC
COM
00206R102
2876
95151
SH
SOLE
NONE
0
0
95151
AUTOMATIC DATA PROCESSING IN
COM
053015103
567
3808
SH
SOLE
NONE
0
0
3808
B & G FOODS INC NEW
COM
05508R106
535
21950
SH
SOLE
NONE
0
0
21950
BANK NEW YORK MELLON CORP
COM
064058100
564
14600
SH
SOLE
NONE
0
0
14600
BECTON DICKINSON & CO
COM
075887109
472
1972
SH
SOLE
NONE
0
0
1972
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
5722
32053
SH
SOLE
NONE
0
0
32053
BK OF AMERICA CORP
COM
060505104
3278
138020
SH
SOLE
NONE
0
0
138020
BLACKROCK INC
COM
09247X101
1196
2199
SH
SOLE
NONE
0
0
2199
BP PLC
SPONSORED ADR
055622104
207
8897
SH
SOLE
NONE
0
0
8897
BRISTOL-MYERS SQUIBB CO
COM
110122108
3052
51912
SH
SOLE
NONE
0
0
51912
BROADCOM INC
COM
11135F101
205
649
SH
SOLE
NONE
0
0
649
CARDINAL HEALTH INC
COM
14149Y108
3989
76425
SH
SOLE
NONE
0
0
76425
CARNIVAL CORP
UNIT 99/99/9999
143658300
358
21800
SH
SOLE
NONE
0
0
21800
CHEVRON CORP NEW
COM
166764100
3570
40004
SH
SOLE
NONE
0
0
40004
CISCO SYS INC
COM
17275R102
7596
162860
SH
SOLE
NONE
0
0
162860
CITIGROUP INC
COM NEW
172967424
4285
83848
SH
SOLE
NONE
0
0
83848
COCA COLA CO
COM
191216100
528
11826
SH
SOLE
NONE
0
0
11826
COMCAST CORP NEW
CL A
20030N101
1330
34122
SH
SOLE
NONE
0
0
34122
COMMSCOPE HLDG CO INC
COM
20337X109
885
106300
SH
SOLE
NONE
0
0
106300
COSTCO WHSL CORP NEW
COM
22160K105
1783
5880
SH
SOLE
NONE
0
0
5880
CUMMINS INC
COM
231021106
731
4220
SH
SOLE
NONE
0
0
4220
CVS HEALTH CORP
COM
126650100
1338
20600
SH
SOLE
NONE
0
0
20600
DANAHER CORPORATION
COM
235851102
558
3153
SH
SOLE
NONE
0
0
3153
DELTA AIR LINES INC DEL
COM NEW
247361702
3293
117412
SH
SOLE
NONE
0
0
117412
DIAGEO P L C
SPON ADR NEW
25243Q205
341
2537
SH
SOLE
NONE
0
0
2537
DISNEY WALT CO
COM DISNEY
254687106
772
6923
SH
SOLE
NONE
0
0
6923
EATON CORP PLC
SHS
G29183103
359
4100
SH
SOLE
NONE
0
0
4100
EBAY INC.
COM
278642103
1483
28275
SH
SOLE
NONE
0
0
28275
EMERSON ELEC CO
COM
291011104
1874
30214
SH
SOLE
NONE
0
0
30214
EXXON MOBIL CORP
COM
30231G102
20797
465060
SH
SOLE
NONE
0
0
465060
F5 NETWORKS INC
COM
315616102
2612
18730
SH
SOLE
NONE
0
0
18730
FACEBOOK INC
CL A
30303M102
342
1505
SH
SOLE
NONE
0
0
1505
FEDERATED HERMES INC
CL B
314211103
641
27033
SH
SOLE
NONE
0
0
27033
FOX CORP
CL B COM
35137L204
3388
126225
SH
SOLE
NONE
0
0
126225
GENERAL ELECTRIC CO
COM
369604103
2471
361750
SH
SOLE
NONE
0
0
361750
GOLDMAN SACHS GROUP INC
COM
38141G104
2719
13760
SH
SOLE
NONE
0
0
13760
GRAINGER W W INC
COM
384802104
314
1000
SH
SOLE
NONE
0
0
1000
HANESBRANDS INC
COM
410345102
2078
184100
SH
SOLE
NONE
0
0
184100
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
341
35000
SH
SOLE
NONE
0
0
35000
HP INC
COM
40434L105
955
54816
SH
SOLE
NONE
0
0
54816
HUBBELL INC
COM
443510607
777
6200
SH
SOLE
NONE
0
0
6200
ILLINOIS TOOL WKS INC
COM
452308109
402
2300
SH
SOLE
NONE
0
0
2300
INTEL CORP
COM
458140100
3169
52965
SH
SOLE
NONE
0
0
52965
INTERNATIONAL BUSINESS MACHS
COM
459200101
864
7158
SH
SOLE
NONE
0
0
7158
INTL PAPER CO
COM
460146103
236
6700
SH
SOLE
NONE
0
0
6700
INTUIT
COM
461202103
1156
3904
SH
SOLE
NONE
0
0
3904
INVESCO LTD
SHS
G491BT108
1799
167200
SH
SOLE
NONE
0
0
167200
ISHARES INC
CORE MSCI EMKT
46434G103
354
7434
SH
SOLE
NONE
0
0
7434
ISHARES TR
CORE MSCI EAFE
46432F842
343
6000
SH
SOLE
NONE
0
0
6000
ISHARES TR
MSCI EAFE ETF
464287465
206
3390
SH
SOLE
NONE
0
0
3390
ISHARES TR
CORE S&P500 ETF
464287200
523
1690
SH
SOLE
NONE
0
0
1690
JOHNSON & JOHNSON
COM
478160104
2637
18753
SH
SOLE
NONE
0
0
18753
JPMORGAN CHASE & CO
COM
46625H100
5443
57871
SH
SOLE
NONE
0
0
57871
KIMBERLY CLARK CORP
COM
494368103
283
2000
SH
SOLE
NONE
0
0
2000
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
2857
17200
SH
SOLE
NONE
0
0
17200
LAS VEGAS SANDS CORP
COM
517834107
1214
26650
SH
SOLE
NONE
0
0
26650
LOCKHEED MARTIN CORP
COM
539830109
269
736
SH
SOLE
NONE
0
0
736
LOWES COS INC
COM
548661107
502
3712
SH
SOLE
NONE
0
0
3712
MASTERCARD INCORPORATED
CL A
57636Q104
1672
5655
SH
SOLE
NONE
0
0
5655
MCDONALDS CORP
COM
580135101
222
1203
SH
SOLE
NONE
0
0
1203
MCKESSON CORP
COM
58155Q103
5138
33490
SH
SOLE
NONE
0
0
33490
MERCK & CO. INC
COM
58933Y105
1829
23652
SH
SOLE
NONE
0
0
23652
MICROSOFT CORP
COM
594918104
9544
46897
SH
SOLE
NONE
0
0
46897
NEXTERA ENERGY INC
COM
65339F101
207
860
SH
SOLE
NONE
0
0
860
NORFOLK SOUTHERN CORP
COM
655844108
1405
8000
SH
SOLE
NONE
0
0
8000
NORTONLIFELOCK INC
COM
668771108
2927
147600
SH
SOLE
NONE
0
0
147600
NOVARTIS AG
SPONSORED ADR
66987V109
316
3622
SH
SOLE
NONE
0
0
3622
OLD REP INTL CORP
COM
680223104
261
16000
SH
SOLE
NONE
0
0
16000
OMNICOM GROUP INC
COM
681919106
2271
41600
SH
SOLE
NONE
0
0
41600
ORACLE CORP
COM
68389X105
1539
27852
SH
SOLE
NONE
0
0
27852
PATTERSON COS INC
COM
703395103
527
23950
SH
SOLE
NONE
0
0
23950
PAYPAL HLDGS INC
COM
70450Y103
2381
13665
SH
SOLE
NONE
0
0
13665
PEPSICO INC
COM
713448108
1885
14252
SH
SOLE
NONE
0
0
14252
PETMED EXPRESS INC
COM
716382106
2379
66750
SH
SOLE
NONE
0
0
66750
PFIZER INC
COM
717081103
2538
77622
SH
SOLE
NONE
0
0
77622
PHILIP MORRIS INTL INC
COM
718172109
364
5200
SH
SOLE
NONE
0
0
5200
PNC FINL SVCS GROUP INC
COM
693475105
243
2311
SH
SOLE
NONE
0
0
2311
PRICE T ROWE GROUP INC
COM
74144T108
3100
25100
SH
SOLE
NONE
0
0
25100
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
241
5800
SH
SOLE
NONE
0
0
5800
PROCTER AND GAMBLE CO
COM
742718109
1833
15331
SH
SOLE
NONE
0
0
15331
PROGRESSIVE CORP OHIO
COM
743315103
344
4300
SH
SOLE
NONE
0
0
4300
QUALCOMM INC
COM
747525103
6463
70854
SH
SOLE
NONE
0
0
70854
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
297
9075
SH
SOLE
NONE
0
0
9075
SCHLUMBERGER LTD
COM
806857108
248
13500
SH
SOLE
NONE
0
0
13500
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
5484
113285
SH
SOLE
NONE
0
0
113285
SENSATA TECHNOLOGIES HLDNG P
SHS
G8060N102
3259
87550
SH
SOLE
NONE
0
0
87550
SIGNET JEWELERS LIMITED
SHS
G81276100
211
20500
SH
SOLE
NONE
0
0
20500
SONY CORP
SPONSORED ADR
835699307
4777
69100
SH
SOLE
NONE
0
0
69100
SPDR GOLD TR
GOLD SHS
78463V107
1893
11308
SH
SOLE
NONE
0
0
11308
SUNCOR ENERGY INC NEW
COM
867224107
804
47659
SH
SOLE
NONE
0
0
47659
TANGER FACTORY OUTLET CTRS I
COM
875465106
144
20200
SH
SOLE
NONE
0
0
20200
TARGET CORP
COM
87612E106
1861
15516
SH
SOLE
NONE
0
0
15516
TJX COS INC NEW
COM
872540109
206
4076
SH
SOLE
NONE
0
0
4076
TRAVELERS COMPANIES INC
COM
89417E109
445
3900
SH
SOLE
NONE
0
0
3900
TRUIST FINL CORP
COM
89832Q109
751
20000
SH
SOLE
NONE
0
0
20000
UNILEVER N V
N Y SHS NEW
904784709
1022
19182
SH
SOLE
NONE
0
0
19182
UNILEVER PLC
SPON ADR NEW
904767704
616
11227
SH
SOLE
NONE
0
0
11227
UNION PAC CORP
COM
907818108
3210
18988
SH
SOLE
NONE
0
0
18988
UNITED PARCEL SERVICE INC
CL B
911312106
2563
23050
SH
SOLE
NONE
0
0
23050
US BANCORP DEL
COM NEW
902973304
1506
40890
SH
SOLE
NONE
0
0
40890
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1195
4215
SH
SOLE
NONE
0
0
4215
VERIZON COMMUNICATIONS INC
COM
92343V104
2635
47801
SH
SOLE
NONE
0
0
47801
WALGREENS BOOTS ALLIANCE INC
COM
931427108
1048
24719
SH
SOLE
NONE
0
0
24719
WALMART INC
COM
931142103
868
7250
SH
SOLE
NONE
0
0
7250
WASTE MGMT INC DEL
COM
94106L109
4727
44632
SH
SOLE
NONE
0
0
44632
WELLS FARGO CO NEW
COM
949746101
340
13263
SH
SOLE
NONE
0
0
13263
WESTROCK CO
COM
96145D105
682
24150
SH
SOLE
NONE
0
0
24150
XPERI HOLDING CORP
COM
98390M103
3553
240700
SH
SOLE
NONE
0
0
240700
XPO LOGISTICS INC
COM
983793100
3714
48075
SH
SOLE
NONE
0
0
48075
ZOETIS INC
CL A
98978V103
313
2285
SH
SOLE
NONE
0
0
2285