Principal

0001839826-24-000003.txt : 20240409 0001839826-24-000003.hdr.sgml : 20240409 20240409143647 ACCESSION NUMBER: 0001839826-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240409 DATE AS OF CHANGE: 20240409 EFFECTIVENESS DATE: 20240409 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Monterey Private Wealth, Inc. CENTRAL INDEX KEY: 0001839826 ORGANIZATION NAME: 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: 24832202 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 03-31-2024 03-31-2024 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 04-08-2024 0 112 249107213 false INFORMATION TABLE 2 monterey1q24.xml ABBOTT LABS COM 002824100 331856 2920 SH SOLE 0 0 2920 ABBVIE INC COM 00287Y109 299568 1645 SH SOLE 0 0 1645 ALPHABET INC CAP STK CL C 02079K107 1609845 10573 SH SOLE 0 0 10573 ALPHABET INC CAP STK CL A 02079K305 2538794 16821 SH SOLE 0 0 16821 AMAZON COM INC COM 023135106 2080323 11533 SH SOLE 0 0 11533 APPLE INC COM 037833100 13436460 78356 SH SOLE 0 0 78356 APPLIED MATLS INC COM 038222105 292418 1418 SH SOLE 0 0 1418 AUTOMATIC DATA PROCESSING IN COM 053015103 207652 831 SH SOLE 0 0 831 BANK AMERICA CORP COM 060505104 1207469 31843 SH SOLE 0 0 31843 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19053341 45309 SH SOLE 0 0 45309 BLOCK INC CL A 852234103 342042 4044 SH SOLE 0 0 4044 CARRIER GLOBAL CORPORATION COM 14448C104 526596 9059 SH SOLE 0 0 9059 CATERPILLAR INC COM 149123101 342229 934 SH SOLE 0 0 934 CHEVRON CORP NEW COM 166764100 697114 4419 SH SOLE 0 0 4419 CISCO SYS INC COM 17275R102 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JPMORGAN CHASE & CO COM 46625H100 1510483 7541 SH SOLE 0 0 7541 LAM RESEARCH CORP COM 512807108 252085 259 SH SOLE 0 0 259 LOWES COS INC COM 548661107 229427 901 SH SOLE 0 0 901 MACERICH CO COM 554382101 490021 28440 SH SOLE 0 0 28440 MCDONALDS CORP COM 580135101 347820 1234 SH SOLE 0 0 1234 MERCK & CO INC COM 58933Y105 874320 6626 SH SOLE 0 0 6626 META PLATFORMS INC CL A 30303M102 669781 1379 SH SOLE 0 0 1379 MICROSOFT CORP COM 594918104 5599989 13310 SH SOLE 0 0 13310 MONDELEZ INTL INC CL A 609207105 262292 3747 SH SOLE 0 0 3747 MORGAN STANLEY COM NEW 617446448 207815 2207 SH SOLE 0 0 2207 NORFOLK SOUTHN CORP COM 655844108 243618 956 SH SOLE 0 0 956 NOVO-NORDISK A S ADR 670100205 381091 2968 SH SOLE 0 0 2968 NVIDIA CORPORATION COM 67066G104 1554626 1721 SH SOLE 0 0 1721 OTIS WORLDWIDE CORP COM 68902V107 490680 4943 SH SOLE 0 0 4943 PEPSICO INC COM 713448108 1339686 7655 SH SOLE 0 0 7655 PROCTER AND GAMBLE CO COM 742718109 505229 3114 SH SOLE 0 0 3114 PROGRESSIVE CORP COM 743315103 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