Bingham Private Wealth, LLC
- SEC CIK
- 0002063211
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 5, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 152
- +10 vs. Q4 2024
- Portfolio value
- $96.7M
- +$2.76M (+2.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 10,730 | $4.03M | 4.2% | +418+4.1% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 35,603 | $3.27M | 3.4% | −438−1.2% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 13,386 | $2.55M | 2.6% | +557+4.3% | Added | History |
| AAPLApple Inc. | Stock | 11,396 | $2.53M | 2.6% | −1,825−13.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,731 | $2.09M | 2.2% | −159−4.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 17,938 | $1.94M | 2.0% | +2,171+13.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 11,196 | $1.87M | 1.9% | +289+2.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 11,914 | $1.84M | 1.9% | +903+8.2% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 7,179 | $1.76M | 1.8% | −389−5.1% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 36,184 | $1.71M | 1.8% | −518−1.4% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 17,807 | $1.67M | 1.7% | +260+1.5% | Added | – |
| VVisa Inc. | Stock | 4,523 | $1.59M | 1.6% | +21+0.5% | Added | History |
| IBMInternational Business Machines Corp | Stock | 5,894 | $1.47M | 1.5% | −144−2.4% | Reduced | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 12,381 | $1.46M | 1.5% | −40−0.3% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 11,996 | $1.43M | 1.5% | +2,398+25.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 22,103 | $1.36M | 1.4% | +6,612+42.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 6,448 | $1.35M | 1.4% | −545−7.8% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 11,671 | $1.31M | 1.4% | −331−2.8% | Reduced | History |
| WMTWalmart Inc. | Stock | 14,691 | $1.29M | 1.3% | −484−3.2% | Reduced | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 23,665 | $1.24M | 1.3% | +643+2.8% | Added | – |
| MAMastercard Inc | Stock | 2,228 | $1.22M | 1.3% | +29+1.3% | Added | History |
| PMPhilip Morris International Inc. | Stock | 7,403 | $1.18M | 1.2% | −527−6.6% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 4,273 | $1.14M | 1.2% | +258+6.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,968 | $1.13M | 1.2% | +111+6.0% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 20,901 | $1.10M | 1.1% | +964+4.8% | Added | History |
| CVXChevron Corp | Stock | 6,534 | $1.09M | 1.1% | +137+2.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,929 | $955.4K | 1.0% | +1+0.1% | Added | History |
| CRHCRH Public Ltd Co | ORD | 10,333 | $909.0K | 0.9% | −51−0.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,720 | $900.9K | 0.9% | −59−3.3% | Reduced | History |
| FDXFedEx Corp | Stock | 3,559 | $867.6K | 0.9% | +268+8.1% | Added | History |
| ASMLASML Holding NV | ADR | 1,300 | $861.4K | 0.9% | +196+17.8% | Added | History |
| TSLATesla, Inc. | Stock | 3,159 | $818.7K | 0.8% | −569−15.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 990 | $817.7K | 0.8% | −79−7.4% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 10,962 | $798.7K | 0.8% | +1,946+21.6% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 7,745 | $738.6K | 0.8% | +308+4.1% | Added | – |
| ABNBAirbnb, Inc. | Stock | 6,168 | $736.8K | 0.8% | +985+19.0% | Added | History |
| WMBWilliams Companies, Inc. | COM | 12,212 | $729.8K | 0.8% | +362+3.1% | Added | History |
| PWRQuanta Services, Inc. | COM | 2,720 | $691.4K | 0.7% | −28−1.0% | Reduced | History |
| VZVerizon Communications Inc | Stock | 15,221 | $690.4K | 0.7% | +1,935+14.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,380 | $686.7K | 0.7% | +514+59.4% | Added | History |
| ACNAccenture plc | Stock | 2,183 | $681.2K | 0.7% | −37−1.7% | Reduced | History |
| PEPPepsiCo Inc | Stock | 4,505 | $675.5K | 0.7% | +1,135+33.7% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 2,918 | $675.2K | 0.7% | −2−0.1% | Reduced | History |
| SLBSLB Limited | Stock | 16,033 | $670.2K | 0.7% | +1,586+11.0% | Added | History |
| NFLXNetflix Inc | Stock | 708 | $660.5K | 0.7% | +39+5.8% | Added | History |
| JNJJohnson & Johnson | Stock | 3,901 | $647.0K | 0.7% | +263+7.2% | Added | History |
| GEVGE Vernova Inc. | Stock | 2,088 | $637.4K | 0.7% | +413+24.7% | Added | History |
| BACBank of America Corp | Stock | 15,260 | $636.8K | 0.7% | +1,307+9.4% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,284 | $612.9K | 0.6% | +69+3.1% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 2,642 | $601.2K | 0.6% | +284+12.0% | Added | History |
| KOCoca Cola Co | Stock | 7,914 | $566.8K | 0.6% | +2,142+37.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 588 | $556.3K | 0.6% | −1−0.2% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 6,962 | $545.0K | 0.6% | +694+11.1% | Added | History |
| RTXRTX Corp | Stock | 4,114 | $544.9K | 0.6% | +332+8.8% | Added | History |
| CCitigroup Inc | Stock | 7,655 | $543.4K | 0.6% | +1,059+16.1% | Added | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,303 | $541.1K | 0.6% | −98−0.9% | Reduced | – |
| MOAltria Group, Inc. | Stock | 8,734 | $524.2K | 0.5% | +220+2.6% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,306 | $521.7K | 0.5% | −28−0.4% | Reduced | – |
| BLKBlackRock, Inc. | Stock | 543 | $513.9K | 0.5% | −7−1.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 964 | $513.4K | 0.5% | −659−40.6% | Reduced | History |
| DELLDell Technologies Inc. | Stock | 5,613 | $511.6K | 0.5% | +5,613 | New | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,558 | $505.9K | 0.5% | +620+12.6% | Added | – |
| TDGTransDigm Group INC | COM | 358 | $495.2K | 0.5% | +32+9.8% | Added | History |
| WFCWells Fargo & Company | Stock | 6,885 | $494.3K | 0.5% | +418+6.5% | Added | History |
| AIGAmerican International Group, Inc. | Stock | 5,661 | $492.2K | 0.5% | +2,349+70.9% | Added | History |
| COFCapital One Financial Corp | Stock | 2,705 | $485.0K | 0.5% | +386+16.6% | Added | History |
| HDHome Depot, Inc. | Stock | 1,313 | $481.2K | 0.5% | −308−19.0% | Reduced | History |
| ENBEnbridge Inc | Stock | 10,836 | $480.1K | 0.5% | −97−0.9% | Reduced | History |
| SHWSherwin Williams Co | COM | 1,367 | $477.3K | 0.5% | +62+4.8% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 898 | $459.8K | 0.5% | +462+106.0% | Added | History |
| CRBGCorebridge Financial, Inc. | COM | 14,462 | $456.6K | 0.5% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 4,028 | $449.8K | 0.5% | −446−10.0% | Reduced | History |
| METMetlife Inc | Stock | 5,572 | $447.4K | 0.5% | −104−1.8% | Reduced | History |
| AMGNAmgen Inc | Stock | 1,408 | $438.7K | 0.5% | +305+27.7% | Added | History |
| PGRProgressive Corp | Stock | 1,509 | $427.1K | 0.4% | +116+8.3% | Added | History |
| NEENextera Energy Inc | Stock | 5,969 | $423.1K | 0.4% | +1,892+46.4% | Added | History |
| MRKMerck & Co., Inc. | Stock | 4,685 | $420.5K | 0.4% | −1,469−23.9% | Reduced | History |
| ABTAbbott Laboratories | Stock | 3,152 | $418.1K | 0.4% | +160+5.3% | Added | History |
| TFCTruist Financial Corp | COM | 10,147 | $417.5K | 0.4% | +2,880+39.6% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,666 | $416.5K | 0.4% | +1,847+48.4% | Added | History |
| KKRKKR & Co. Inc. | COM | 3,573 | $413.1K | 0.4% | −80−2.2% | Reduced | History |
| LINLinde PLC | Stock | 865 | $402.8K | 0.4% | +66+8.3% | Added | History |
| LOWLowes Companies Inc | Stock | 1,700 | $396.5K | 0.4% | +40+2.4% | Added | History |
| MCKMcKesson Corp | Stock | 576 | $387.6K | 0.4% | +59+11.4% | Added | History |
| PFEPfizer Inc | Stock | 14,699 | $372.5K | 0.4% | +4,592+45.4% | Added | History |
| PGProcter & Gamble Co | Stock | 2,171 | $370.0K | 0.4% | −128−5.6% | Reduced | History |
| COPConocoPhillips | Stock | 3,503 | $367.9K | 0.4% | +3,503 | New | History |
| GSGoldman Sachs Group Inc | Stock | 669 | $365.5K | 0.4% | +95+16.6% | Added | History |
| JCIJohnson Controls International plc | Stock | 4,472 | $358.3K | 0.4% | +375+9.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,149 | $356.7K | 0.4% | +155+7.8% | Added | History |
| LUVSouthwest Airlines Co | COM | 10,493 | $352.4K | 0.4% | +1,493+16.6% | Added | History |
| SNYSanofi | SPONSORED ADR | 6,088 | $337.6K | 0.3% | +6,088 | New | History |
| BRBRBellring Brands, Inc. | Stock | 4,507 | $335.6K | 0.3% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 3,050 | $335.5K | 0.3% | +666+27.9% | Added | History |
| QCOMQualcomm Inc | Stock | 2,183 | $335.3K | 0.3% | −1,936−47.0% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 3,021 | $329.2K | 0.3% | −54−1.8% | Reduced | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,870 | $319.4K | 0.3% | 00.0% | Unchanged | – |
| DHRDanaher Corp | Stock | 1,552 | $318.2K | 0.3% | +45+3.0% | Added | History |
| TTTrane Technologies plc | SHS | 944 | $318.1K | 0.3% | +29+3.2% | Added | History |
| CPRTCopart Inc | COM | 5,516 | $312.1K | 0.3% | +788+16.7% | Added | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.