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  Name: Monterey Private Wealth Inc.
  City: MONTEREY
  State: CA
  Zip: 93940
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $249,105,000
  Total Value Change : $27,587,000
  Securities Held Change : 7
   
All Securities Held : 112
  New Positions : 13
  Closed Positions : 6
  Increased Positions : 58
  Unchanged Positions : 9
  Decreased Positions : 32

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 11 New $0.00 $6,207,000 107,821 2.49% 6,207,000 107,821 0.012    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 47 New $53.97 $658,000 12,756 0.26% 658,000 12,756 0    N/A
   (USXF)1 Year Chart         USXF Ishares Esg Advanced Msci U... 82 New $0.00 $306,000 6,780 0.12% 306,000 6,780 0.005    N/A
   (PGR)1 Year Chart         PGR Progressive Corp 92 New $213.67 $248,000 1,197 0.1% 248,000 1,197 0    Property & Casualty I...
   (IBM)1 Year Chart         IBM International Business Mach... 96 New $167.36 $233,000 1,218 0.09% 233,000 1,218 0    Diversified Computer ...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 97 New $231.58 $229,000 901 0.09% 229,000 901 0    Home Improvement Stores
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 100 New $151.95 $222,000 1,631 0.09% 222,000 1,631 0    Semiconductor - Integ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 101 New $60.24 $221,000 3,671 0.09% 221,000 3,671 0    Discount, Variety Stores
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 103 New $188.97 $219,000 1,294 0.09% 219,000 1,294 0    Communication Equipment
   (FNY)1 Year Chart         FNY First Trust Mid Cap Growth ... 102 New $74.36 $219,000 2,903 0.09% 219,000 2,903 0.041    N/A
   (ROST)1 Year Chart         ROST Ross Stores Inc 107 New $132.86 $212,000 1,444 0.09% 212,000 1,444 0    Apparel Stores
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 108 New $245.50 $208,000 831 0.08% 208,000 831 0    Business Software & S...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 110 New $82.76 $206,000 2,452 0.08% 206,000 2,452 0.001    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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