Monterey Private Wealth, Inc.

Q2 2022 vs. Q4 2024 13F Holdings

Period
Q2 2022
Q4 2024
Holdings as of
6/30/2022
12/31/2024
Value ($000)
$174,984
$303,295
Num holdings
102
141
Form type
13F-HR
13F-HR
Date filed
7/13/2022
1/16/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q2 2022 Q4 2024 Diff Chg % Q2 2022 Q4 2024 Diff Chg %