Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INLET PRIVATE WEALTH LLC | 01-26-2024 | 12-31-2023 | 116 | 326,260,657 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $17,271,674 | 89,709 | 0.01 | 0.01 | -37,269 | -29.35 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $14,751,297 | 39,228 | 0.00 | 0.00 | -2,406 | -5.78 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $12,316,896 | 34,534 | 0.00 | 0.00 | -2,842 | -7.60 | 12-31-2023 |
| MCKESSON CORP | COM | 4 | $10,539,740 | 22,765 | 0.00 | 0.00 | -325 | -1.41 | 12-31-2023 |
