0001803189-23-000005.txt : 20230807 0001803189-23-000005.hdr.sgml : 20230807 20230807113441 ACCESSION NUMBER: 0001803189-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Private Wealth Strategies, L.L.C. CENTRAL INDEX KEY: 0001803189 IRS NUMBER: 831574678 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20084 FILM NUMBER: 231146264 BUSINESS ADDRESS: STREET 1: 300 WEST WILSON BRIDGE ROAD STREET 2: SUITE #310 CITY: WORTHINGTON STATE: OH ZIP: 43085 BUSINESS PHONE: 6148882117 MAIL ADDRESS: STREET 1: 300 WEST WILSON BRIDGE ROAD STREET 2: SUITE #310 CITY: WORTHINGTON STATE: OH ZIP: 43085 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001803189 XXXXXXXX 06-30-2023 06-30-2023 false Private Wealth Strategies, L.L.C.

300 West Wilson Bridge Road Suite #310 Worthington OH 43085

13F HOLDINGS REPORT 028-20084 000298682 801-114104 N Adam Christopher Osterling 614-888-2117 /s/ Adam Christopher Osterling WORTHINGTON OH 08-07-2023 0 75 416009357 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 200180 2000 SH SOLE 0 0 2000 ALLIANCEBERNSTEIN NATL MUN I COM 01864U106 7846011 731222 SH SOLE 0 0 731222 ALPHABET INC CAP STK CL A 02079K305 317923 2656 SH SOLE 0 0 2656 ALPHABET INC CAP STK CL C 02079K107 214964 1777 SH SOLE 0 0 1777 AMAZON COM INC COM 023135106 2815124 21595 SH SOLE 0 0 21595 APPLE INC COM 037833100 7995697 41221 SH SOLE 0 0 41221 APPLIED MATLS INC COM 038222105 722700 5000 SH SOLE 0 0 5000 BATH & BODY WORKS INC COM 070830104 5395643 143884 SH SOLE 0 0 143884 BNY MELLON MUN BD INFRASTRUC COM SHS 09662W109 395393 36712 SH SOLE 0 0 36712 BNY MELLON MUN INCOME INC COM 05589T104 2817182 447883 SH SOLE 0 0 447883 CARDINAL HEALTH INC COM 14149Y108 698872 7390 SH SOLE 0 0 7390 COCA COLA CO COM 191216100 216306 3592 SH SOLE 0 0 3592 EXXON MOBIL CORP COM 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