CCO & COO

0001085146-24-000671.txt : 20240202 0001085146-24-000671.hdr.sgml : 20240202 20240202132744 ACCESSION NUMBER: 0001085146-24-000671 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240202 DATE AS OF CHANGE: 20240202 EFFECTIVENESS DATE: 20240202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Private Wealth Partners, LLC CENTRAL INDEX KEY: 0001335851 ORGANIZATION NAME: IRS NUMBER: 202154638 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11462 FILM NUMBER: 24589994 BUSINESS ADDRESS: STREET 1: 591 REDWOOD HIGHWAY STREET 2: SUITE 3210 CITY: MILL VALLEY STATE: CA ZIP: 94941 BUSINESS PHONE: 415-464-2122 MAIL ADDRESS: STREET 1: 591 REDWOOD HIGHWAY STREET 2: SUITE 3210 CITY: MILL VALLEY STATE: CA ZIP: 94941 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001335851 XXXXXXXX 12-31-2023 12-31-2023 false Private Wealth Partners, LLC

591 REDWOOD HIGHWAY SUITE 3210 MILL VALLEY CA 94941

13F HOLDINGS REPORT 028-11462 000133802 801-63808 N Michael B. Yongue CCO & COO 415-464-2110 /s/Michael B. Yongue Mill Valley CA 02-02-2024 0 170 1183127729 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 1131790 10353 SH SOLE 10353 0 0 ABBOTT LABS COM 002824100 BBG001S5N9M6 2621977 23821 SH SOLE 23821 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 24012199 154947 SH SOLE 154947 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 1182567 3370 SH SOLE 3370 0 0 ADOBE INC COM 00724F101 BBG001S5NCQ5 37078690 62150 SH SOLE 62150 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 17054305 115693 SH SOLE 115693 0 0 ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 1427633 62071 SH SOLE 62071 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 505288 6519 SH SOLE 6519 0 0 ALIGN TECHNOLOGY INC COM 016255101 BBG001SCF1B9 1627560 5940 SH SOLE 5940 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 62110644 444632 SH SOLE 444632 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 31553100 223892 SH SOLE 223892 0 0 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 327964 8130 SH SOLE 8130 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 56228436 370070 SH SOLE 370070 0 0 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 2100643 11213 SH SOLE 11213 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 2150777 16295 SH SOLE 16295 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 980708 3405 SH SOLE 3405 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 5595222 28179 SH SOLE 28179 0 0 APPLE INC COM 037833100 BBG001S5N8V8 128250882 666135 SH SOLE 666135 0 0 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 417559 1773 SH SOLE 1773 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 294442 389 SH SOLE 389 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 220221 13124 SH SOLE 13124 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 262091 1125 SH SOLE 1125 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 444781 13210 SH SOLE 13210 0 0 BANK MARIN BANCORP COM 063425102 BBG001S7WFM8 814366 36983 SH SOLE 36983 0 0 BECTON 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