0001839826-21-000003.txt : 20210224 0001839826-21-000003.hdr.sgml : 20210224 20210223214253 ACCESSION NUMBER: 0001839826-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20210224 DATE AS OF CHANGE: 20210223 EFFECTIVENESS DATE: 20210224 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Monterey Private Wealth, Inc. CENTRAL INDEX KEY: 0001839826 IRS NUMBER: 770576759 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20667 FILM NUMBER: 21668284 BUSINESS ADDRESS: STREET 1: 2340 GARDEN ROAD, STE 202 CITY: MONTEREY STATE: CA ZIP: 93940 BUSINESS PHONE: 831.372.3426 MAIL ADDRESS: STREET 1: 2340 GARDEN ROAD, STE 202 CITY: MONTEREY STATE: CA ZIP: 93940 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001839826 XXXXXXXX 12-31-2019 12-31-2019 Monterey Private Wealth, Inc.

2340 GARDEN ROAD, STE 202 MONTEREY CA 93940

13F HOLDINGS REPORT 028-20667 N Steven C. Merrell 831.372.3426 Steven C. Merrell Monterey CA 02-23-2021 0 81 124621 false INFORMATION TABLE 2 mont4q2019.xml ABBOTT LABS COM 002824100 379 4361 SH SOLE 0 0 4361 ABBVIE INC COM 00287Y109 276 3112 SH SOLE 0 0 3112 ALPHABET INC CAP STK CL A 02079K305 706 527 SH SOLE 0 0 527 ALPHABET INC CAP STK CL C 02079K107 595 445 SH SOLE 0 0 445 AMAZON COM INC COM 023135106 798 432 SH SOLE 0 0 432 APPLE INC COM 037833100 6099 20770 SH SOLE 0 0 20770 AT&T INC COM 00206R102 422 10803 SH SOLE 0 0 10803 BANK AMER CORP COM 060505104 996 28285 SH SOLE 0 0 28285 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6574 29023 SH SOLE 0 0 29023 BOEING CO COM 097023105 575 1765 SH SOLE 0 0 1765 BRISTOL MYERS SQUIBB CO COM 110122108 294 4582 SH SOLE 0 0 4582 CHEVRON CORP NEW COM 166764100 718 5962 SH SOLE 0 0 5962 CISCO SYS INC COM 17275R102 598 12469 SH SOLE 0 0 12469 CITIGROUP GLOBAL MKTS HLDGS VLCTYSHS 3X LNG 17325E291 161 11381 SH SOLE 0 0 11381 COHEN & STEERS INFRASTRUCTUR COM 19248A109 765 29183 SH SOLE 0 0 29183 COMCAST CORP NEW CL A 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