| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 23 | Q2 2024 | 26.2% |
| APPLE INC | 23 | Q2 2024 | 6.3% |
| MICROSOFT CORP | 23 | Q2 2024 | 4.9% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 4.0% |
| CISCO SYS INC | 23 | Q2 2024 | 3.0% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 3.0% |
| MCKESSON CORP | 23 | Q2 2024 | 3.6% |
| QUALCOMM INC | 23 | Q2 2024 | 3.1% |
| ALTRIA GROUP INC | 23 | Q2 2024 | 2.7% |
| WASTE MGMT INC DEL | 23 | Q2 2024 | 2.4% |
View Inlet Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-13 |
View Inlet Private Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.