Bingham Private Wealth, LLC
- SEC CIK
- 0002063211
- Latest filing
- Aug 11, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed May 5, 2025. Long positions only.
- Positions
- 142
- No filing for Q3 2024
- Portfolio value
- $94.0M
- No filing for Q3 2024
Bingham Private Wealth, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 10,312 | $4.35M | 4.6% | – | – | History |
| AAPLApple Inc. | Stock | 13,221 | $3.31M | 3.5% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 36,041 | $3.30M | 3.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 12,829 | $2.81M | 3.0% | – | – | History |
| AVGOBroadcom Inc. | Stock | 10,907 | $2.53M | 2.7% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,890 | $2.28M | 2.4% | – | – | History |
| NVDANVIDIA Corp | Stock | 15,767 | $2.12M | 2.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 11,011 | $2.08M | 2.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 7,568 | $1.81M | 1.9% | – | – | History |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 36,702 | $1.77M | 1.9% | – | – | – |
| iShares Tr464288588 | MBS ETF | 17,547 | $1.61M | 1.7% | – | – | – |
| TSLATesla, Inc. | Stock | 3,728 | $1.51M | 1.6% | – | – | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 12,421 | $1.44M | 1.5% | – | – | – |
| VVisa Inc. | Stock | 4,502 | $1.42M | 1.5% | – | – | History |
| WMTWalmart Inc. | Stock | 15,175 | $1.37M | 1.5% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 6,038 | $1.33M | 1.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 6,993 | $1.24M | 1.3% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 23,022 | $1.19M | 1.3% | – | – | – |
| MAMastercard Inc | Stock | 2,199 | $1.16M | 1.2% | – | – | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 19,937 | $1.15M | 1.2% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 12,002 | $1.11M | 1.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,857 | $1.09M | 1.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 9,598 | $1.03M | 1.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,928 | $1.01M | 1.1% | – | – | History |
| CRHCRH Public Ltd Co | ORD | 10,384 | $960.7K | 1.0% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 7,930 | $954.4K | 1.0% | – | – | History |
| CVXChevron Corp | Stock | 6,397 | $926.5K | 1.0% | – | – | History |
| FDXFedEx Corp | Stock | 3,291 | $925.9K | 1.0% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 15,491 | $917.1K | 1.0% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,779 | $899.9K | 1.0% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 4,015 | $886.2K | 0.9% | – | – | History |
| PWRQuanta Services, Inc. | COM | 2,748 | $868.5K | 0.9% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,069 | $825.3K | 0.9% | – | – | History |
| ACNAccenture plc | Stock | 2,220 | $781.0K | 0.8% | – | – | History |
| ASMLASML Holding NV | ADR | 1,104 | $765.2K | 0.8% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,215 | $740.5K | 0.8% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,623 | $735.7K | 0.8% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 7,437 | $687.6K | 0.7% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 5,183 | $681.1K | 0.7% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 11,850 | $641.3K | 0.7% | – | – | History |
| QCOMQualcomm Inc | Stock | 4,119 | $632.8K | 0.7% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,621 | $630.6K | 0.7% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 2,920 | $627.4K | 0.7% | – | – | History |
| BACBank of America Corp | Stock | 13,953 | $613.2K | 0.7% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 6,154 | $612.2K | 0.7% | – | – | History |
| INTUIntuit Inc. | Stock | 956 | $600.8K | 0.6% | – | – | History |
| NFLXNetflix Inc | Stock | 669 | $596.3K | 0.6% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 2,358 | $582.8K | 0.6% | – | – | History |
| BLKBlackRock, Inc. | Stock | 550 | $563.8K | 0.6% | – | – | History |
| SLBSLB Limited | Stock | 14,447 | $553.9K | 0.6% | – | – | History |
| GEVGE Vernova Inc. | Stock | 1,675 | $551.0K | 0.6% | – | – | History |
| UBERUber Technologies, Inc | Stock | 9,016 | $543.8K | 0.6% | – | – | History |
| KKRKKR & Co. Inc. | COM | 3,653 | $540.3K | 0.6% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 589 | $539.7K | 0.6% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,401 | $535.8K | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 13,286 | $531.3K | 0.6% | – | – | History |
| PRUPrudential Financial Inc | Stock | 4,474 | $530.3K | 0.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 3,638 | $526.1K | 0.6% | – | – | History |
| TELTE Connectivity plc | Stock | 3,632 | $519.3K | 0.6% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,334 | $519.3K | 0.6% | – | – | – |
| ORCLOracle Corp | Stock | 3,076 | $512.6K | 0.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 3,370 | $512.4K | 0.5% | – | – | History |
| METMetlife Inc | Stock | 5,676 | $464.8K | 0.5% | – | – | History |
| CCitigroup Inc | Stock | 6,596 | $464.3K | 0.5% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 6,268 | $463.9K | 0.5% | – | – | History |
| ENBEnbridge Inc | Stock | 10,933 | $463.9K | 0.5% | – | – | History |
| WFCWells Fargo & Company | Stock | 6,467 | $454.2K | 0.5% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 866 | $450.5K | 0.5% | – | – | History |
| MOAltria Group, Inc. | Stock | 8,514 | $445.2K | 0.5% | – | – | History |
| SHWSherwin Williams Co | COM | 1,305 | $443.6K | 0.5% | – | – | History |
| RTXRTX Corp | Stock | 3,782 | $437.7K | 0.5% | – | – | History |
| CRBGCorebridge Financial, Inc. | COM | 14,462 | $432.8K | 0.5% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,938 | $431.2K | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 792 | $426.7K | 0.5% | – | – | – |
| COFCapital One Financial Corp | Stock | 2,319 | $413.5K | 0.4% | – | – | History |
| TDGTransDigm Group INC | COM | 326 | $413.1K | 0.4% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,660 | $409.7K | 0.4% | – | – | History |
| APOApollo Global Management, Inc. | COM | 2,438 | $402.7K | 0.4% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,994 | $393.8K | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,299 | $385.4K | 0.4% | – | – | History |
| BXBlackstone Inc. | COM | 2,234 | $385.2K | 0.4% | – | – | History |
| KOCoca Cola Co | Stock | 5,772 | $359.4K | 0.4% | – | – | History |
| CMCSAComcast Corp | Stock | 9,369 | $351.6K | 0.4% | – | – | History |
| DHRDanaher Corp | Stock | 1,507 | $345.9K | 0.4% | – | – | History |
| CATCaterpillar Inc | Stock | 938 | $340.3K | 0.4% | – | – | History |
| BRBRBellring Brands, Inc. | Stock | 4,507 | $339.6K | 0.4% | – | – | History |
| ABTAbbott Laboratories | Stock | 2,992 | $338.4K | 0.4% | – | – | History |
| TTTrane Technologies plc | SHS | 915 | $338.0K | 0.4% | – | – | History |
| LINLinde PLC | Stock | 799 | $334.5K | 0.4% | – | – | History |
| PGRProgressive Corp | Stock | 1,393 | $333.8K | 0.4% | – | – | History |
| BBYBest Buy Co Inc | Stock | 3,844 | $329.8K | 0.4% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 574 | $328.7K | 0.3% | – | – | History |
| JCIJohnson Controls International plc | Stock | 4,097 | $323.4K | 0.3% | – | – | History |
| TFCTruist Financial Corp | COM | 7,267 | $315.2K | 0.3% | – | – | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,870 | $314.4K | 0.3% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 1,156 | $304.6K | 0.3% | – | – | History |
| LUVSouthwest Airlines Co | COM | 9,000 | $302.6K | 0.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 2,384 | $300.6K | 0.3% | – | – | History |
| MCKMcKesson Corp | Stock | 517 | $294.6K | 0.3% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 1,003 | $293.6K | 0.3% | – | – | History |