Principal

0001839826-23-000004.txt : 20230711 0001839826-23-000004.hdr.sgml : 20230711 20230711130123 ACCESSION NUMBER: 0001839826-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230711 DATE AS OF CHANGE: 20230711 EFFECTIVENESS DATE: 20230711 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: 231081733 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 X0202 13F-HR LIVE false false false 0001839826 XXXXXXXX 06-30-2023 06-30-2023 Monterey Private Wealth, Inc.

2340 GARDEN ROAD, STE 202 MONTEREY CA 93940

13F HOLDINGS REPORT 028-20667 000114572 801-61605 N Steven C. Merrell Principal 831.372.3426 Steven C. Merrell Monterey CA 07-11-2023 0 105 206406891 false INFORMATION TABLE 2 monterey2q23.xml ABBOTT LABS COM 002824100 311522 2857 SH SOLE 0 0 2857 ABBVIE INC COM 00287Y109 227805 1691 SH SOLE 0 0 1691 ALPHABET INC CAP STK CL C 02079K107 1256878 10390 SH SOLE 0 0 10390 ALPHABET INC CAP STK CL A 02079K305 1999948 16708 SH SOLE 0 0 16708 AMAZON COM INC COM 023135106 1385596 10629 SH SOLE 0 0 10629 APPLE INC COM 037833100 14859813 76609 SH SOLE 0 0 76609 APPLIED MATLS INC COM 038222105 203607 1409 SH SOLE 0 0 1409 AT&T INC COM 00206R102 224719 14089 SH SOLE 0 0 14089 BANK AMERICA CORP COM 060505104 821104 28620 SH SOLE 0 0 28620 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15670655 45955 SH SOLE 0 0 45955 BLOCK INC CL A 852234103 268943 4040 SH SOLE 0 0 4040 BRISTOL-MYERS SQUIBB CO COM 110122108 293928 4596 SH SOLE 0 0 4596 BUTTERFLY NETWORK INC COM CL A 124155102 40464 17593 SH SOLE 0 0 17593 CARRIER GLOBAL CORPORATION COM 14448C104 454710 9147 SH SOLE 0 0 9147 CATERPILLAR INC COM 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