Bingham Private Wealth
Latest statistics and disclosures from Bingham Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AMZN, AVGO, BIL, NVDA, and represent 16.53% of Bingham Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: MSFT, AAPL, AMZN, CB, EQAL, JNJ, CTVA, PLD, BLK, VRNA.
- Started 12 new stock positions in CTVA, SBUX, BTI, RELX, REGN, VRNA, STT, ERJ, ERIC, NOK. CB, CARR.
- Reduced shares in these 10 stocks: BIL, GEV, UBER, , GLPI, NFLX, , MMC, , ITOT.
- Sold out of its positions in CMCSA, GLPI, ITOT, MMC, ORCL, ZTS.
- Bingham Private Wealth was a net buyer of stock by $3.3M.
- Bingham Private Wealth has $105M in assets under management (AUM), dropping by 8.44%.
- Central Index Key (CIK): 0002063211
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Portfolio Holdings for Bingham Private Wealth
Bingham Private Wealth holds 158 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $5.2M | +44% | 16k | 337.70 |
|
| Amazon (AMZN) | 3.4 | $3.5M | +19% | 16k | 219.39 |
|
| Broadcom (AVGO) | 2.9 | $3.0M | -2% | 11k | 275.65 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 2.8 | $2.9M | -11% | 32k | 91.73 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $2.7M | -5% | 17k | 157.99 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $2.3M | 3.8k | 617.85 |
|
|
| Apple (AAPL) | 2.1 | $2.2M | +39% | 16k | 140.77 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 2.1 | $2.2M | +23% | 45k | 49.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.0M | -2% | 12k | 176.23 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $2.0M | -4% | 6.9k | 289.91 |
|
| Ishares Tr Mbs Etf (MBB) | 1.7 | $1.8M | +8% | 19k | 93.89 |
|
| International Business Machines (IBM) | 1.7 | $1.8M | 6.0k | 294.78 |
|
|
| Meta Platforms Cl A (META) | 1.6 | $1.6M | +12% | 2.2k | 738.09 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.5 | $1.6M | +5% | 13k | 119.09 |
|
| Cisco Systems (CSCO) | 1.5 | $1.5M | 22k | 69.38 |
|
|
| Visa Com Cl A (V) | 1.4 | $1.5M | -6% | 4.2k | 355.05 |
|
| Wal-Mart Stores (WMT) | 1.4 | $1.5M | +2% | 15k | 97.78 |
|
| Philip Morris International (PM) | 1.3 | $1.3M | -2% | 7.2k | 182.13 |
|
| Gilead Sciences (GILD) | 1.2 | $1.3M | 12k | 110.87 |
|
|
| Exxon Mobil Corporation (XOM) | 1.2 | $1.3M | 12k | 107.80 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.2 | $1.3M | 21k | 61.85 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.2 | $1.3M | +2% | 2.3k | 561.94 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.2 | $1.3M | 24k | 52.76 |
|
|
| Metropcs Communications (TMUS) | 1.0 | $1.1M | +6% | 4.6k | 238.26 |
|
| Abbvie (ABBV) | 1.0 | $1.1M | -9% | 5.8k | 185.62 |
|
| Intuitive Surgical Com New (ISRG) | 1.0 | $1.0M | 1.9k | 543.41 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $1.0M | 1.3k | 801.39 |
|
|
| Chevron Corporation (CVX) | 0.9 | $994k | +6% | 6.9k | 143.19 |
|
| Quanta Services (PWR) | 0.9 | $951k | -7% | 2.5k | 378.08 |
|
| CRH Ord (CRH) | 0.9 | $919k | -3% | 10k | 91.80 |
|
| Tesla Motors (TSLA) | 0.8 | $867k | -13% | 2.7k | 317.66 |
|
| Blackrock (BLK) | 0.8 | $827k | +45% | 788.00 | 1049.25 |
|
| Airbnb Com Cl A (ABNB) | 0.8 | $824k | 6.2k | 132.34 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $778k | 998.00 | 779.53 |
|
|
| FedEx Corporation (FDX) | 0.7 | $766k | -5% | 3.4k | 227.31 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $738k | 7.7k | 95.77 |
|
|
| Ge Vernova (GEV) | 0.7 | $726k | -34% | 1.4k | 529.15 |
|
| Williams Companies (WMB) | 0.7 | $725k | -5% | 12k | 62.81 |
|
| Hilton Worldwide Holdings (HLT) | 0.7 | $724k | +2% | 2.7k | 266.34 |
|
| Uber Technologies (UBER) | 0.7 | $723k | -29% | 7.8k | 93.30 |
|
| Cheniere Energy Com New (LNG) | 0.7 | $707k | 2.9k | 243.52 |
|
|
| Netflix (NFLX) | 0.7 | $705k | -25% | 526.00 | 1339.77 |
|
| Dell Technologies CL C (DELL) | 0.7 | $686k | 5.6k | 122.60 |
|
|
| Citigroup Com New (C) | 0.6 | $676k | +3% | 7.9k | 85.12 |
|
| Verizon Communications (VZ) | 0.6 | $645k | -2% | 15k | 43.27 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $626k | +4% | 4.3k | 146.02 |
|
| Bank of America Corporation (BAC) | 0.6 | $615k | -14% | 13k | 47.32 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $613k | -6% | 2.1k | 298.89 |
|
| salesforce (CRM) | 0.6 | $610k | -2% | 2.2k | 272.69 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $606k | -4% | 6.6k | 91.24 |
|
| Wells Fargo & Company (WFC) | 0.6 | $593k | +7% | 7.4k | 80.12 |
|
| Johnson & Johnson (JNJ) | 0.5 | $575k | +123% | 8.7k | 65.82 |
|
| Coca-Cola Company (KO) | 0.5 | $573k | +64% | 13k | 43.98 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $564k | -3% | 570.00 | 989.94 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $562k | 1.4k | 405.46 |
|
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $551k | 10k | 53.29 |
|
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| Pepsi (PEP) | 0.5 | $546k | -8% | 4.1k | 132.04 |
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| Schlumberger Com Stk (SLB) | 0.5 | $543k | 16k | 33.80 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $524k | 6.3k | 82.86 |
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| Prologis (PLD) | 0.5 | $524k | +122% | 5.0k | 105.12 |
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| Capital One Financial (COF) | 0.5 | $517k | -10% | 2.4k | 212.76 |
|
| TransDigm Group Incorporated (TDG) | 0.5 | $516k | -5% | 339.00 | 1520.64 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $494k | 5.6k | 88.25 |
|
|
| Chubb (CB) | 0.5 | $493k | NEW | 1.7k | 289.72 |
|
| McKesson Corporation (MCK) | 0.5 | $483k | +14% | 659.00 | 732.78 |
|
| American Intl Group Com New (AIG) | 0.5 | $482k | 5.6k | 85.59 |
|
|
| Nextera Energy (NEE) | 0.5 | $482k | +16% | 6.9k | 69.42 |
|
| Kkr & Co (KKR) | 0.5 | $476k | 3.6k | 133.03 |
|
|
| Altria (MO) | 0.5 | $475k | -7% | 8.1k | 58.63 |
|
| Johnson Ctls Intl SHS (JCI) | 0.5 | $475k | 4.5k | 105.62 |
|
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| Enbridge (ENB) | 0.5 | $473k | -3% | 10k | 45.32 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $469k | 3.2k | 144.33 |
|
|
| Northrop Grumman Corporation (NOC) | 0.4 | $469k | +4% | 937.00 | 499.98 |
|
| Corebridge Finl (CRBG) | 0.4 | $453k | -11% | 13k | 35.50 |
|
| Qualcomm (QCOM) | 0.4 | $453k | +30% | 2.8k | 159.26 |
|
| Home Depot (HD) | 0.4 | $450k | -6% | 1.2k | 366.64 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $448k | -4% | 1.3k | 343.36 |
|
| Goldman Sachs (GS) | 0.4 | $448k | -5% | 633.00 | 707.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $444k | -5% | 914.00 | 485.77 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $433k | -11% | 1.9k | 226.49 |
|
| Abbott Laboratories (ABT) | 0.4 | $430k | 3.2k | 136.01 |
|
|
| Prudential Financial (PRU) | 0.4 | $428k | 4.0k | 107.44 |
|
|
| MetLife (MET) | 0.4 | $422k | -5% | 5.2k | 80.42 |
|
| UnitedHealth (UNH) | 0.4 | $411k | -23% | 1.3k | 311.97 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.4 | $403k | 5.8k | 69.88 |
|
|
| Linde SHS (LIN) | 0.4 | $403k | 858.00 | 469.18 |
|
|
| Truist Financial Corp equities (TFC) | 0.4 | $401k | -8% | 9.3k | 42.99 |
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| Amgen (AMGN) | 0.4 | $393k | 1.4k | 279.21 |
|
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| Trane Technologies SHS (TT) | 0.4 | $392k | -5% | 895.00 | 437.41 |
|
| Freeport-mcmoran CL B (FCX) | 0.4 | $381k | +26% | 8.8k | 43.35 |
|
| Nrg Energy Com New (NRG) | 0.3 | $363k | -29% | 2.3k | 160.58 |
|
| Southwest Airlines (LUV) | 0.3 | $353k | +3% | 11k | 32.44 |
|
| Caterpillar (CAT) | 0.3 | $352k | -2% | 907.00 | 388.21 |
|
| Lowe's Companies (LOW) | 0.3 | $343k | -9% | 1.5k | 221.87 |
|
| Pfizer (PFE) | 0.3 | $343k | -3% | 14k | 24.24 |
|
| Progressive Corporation (PGR) | 0.3 | $338k | -15% | 1.3k | 266.86 |
|
| Merck & Co (MRK) | 0.3 | $335k | -9% | 4.2k | 79.16 |
|
| ConocoPhillips (COP) | 0.3 | $333k | +5% | 3.7k | 89.74 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $330k | 3.9k | 85.21 |
|
|
| Parker-Hannifin Corporation (PH) | 0.3 | $330k | +3% | 472.00 | 698.47 |
|
| Cadence Design Systems (CDNS) | 0.3 | $327k | 1.1k | 308.15 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $327k | +26% | 4.8k | 67.44 |
|
| Procter & Gamble Company (PG) | 0.3 | $323k | -6% | 2.0k | 159.32 |
|
| Insmed Com Par $.01 (INSM) | 0.3 | $322k | -2% | 3.2k | 100.64 |
|
| Apollo Global Mgmt (APO) | 0.3 | $319k | 2.2k | 141.87 |
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| Wec Energy Group (WEC) | 0.3 | $309k | 3.0k | 104.20 |
|
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| Sanofi Sponsored Adr (SNY) | 0.3 | $309k | +4% | 6.4k | 48.31 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $307k | 2.1k | 149.58 |
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| Danaher Corporation (DHR) | 0.3 | $301k | 1.5k | 197.54 |
|
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| Corteva (CTVA) | 0.3 | $296k | NEW | 4.0k | 74.53 |
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| General Dynamics Corporation (GD) | 0.3 | $296k | +2% | 1.0k | 291.66 |
|
| Genuine Parts Company (GPC) | 0.3 | $293k | -2% | 2.4k | 121.31 |
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| Intuit (INTU) | 0.3 | $291k | -4% | 370.00 | 787.63 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $288k | 819.00 | 351.00 |
|
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| Xcel Energy (XEL) | 0.3 | $283k | 4.2k | 68.10 |
|
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| United Rentals (URI) | 0.3 | $282k | 374.00 | 753.40 |
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| Sap Se Spon Adr (SAP) | 0.3 | $279k | -9% | 917.00 | 304.10 |
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| Deere & Company (DE) | 0.3 | $278k | 546.00 | 508.49 |
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| United Parcel Service CL B (UPS) | 0.3 | $276k | -10% | 2.7k | 100.94 |
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| Ingersoll Rand (IR) | 0.3 | $271k | +6% | 3.3k | 83.18 |
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| Copart (CPRT) | 0.3 | $271k | 5.5k | 49.07 |
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| Pulte (PHM) | 0.3 | $269k | +3% | 2.6k | 105.46 |
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| Air Products & Chemicals (APD) | 0.3 | $268k | +26% | 949.00 | 282.06 |
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| PPL Corporation (PPL) | 0.3 | $264k | +3% | 7.8k | 33.89 |
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| General Motors Company (GM) | 0.2 | $260k | -3% | 5.3k | 49.21 |
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| Best Buy (BBY) | 0.2 | $255k | 3.8k | 67.13 |
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| Bellring Brands Common Stock (BRBR) | 0.2 | $253k | -3% | 4.4k | 57.93 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $251k | -2% | 1.9k | 128.92 |
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| Us Bancorp Del Com New (USB) | 0.2 | $250k | 5.5k | 45.25 |
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| Hershey Company (HSY) | 0.2 | $245k | -10% | 1.5k | 165.95 |
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| Morgan Stanley Com New (MS) | 0.2 | $245k | -6% | 1.7k | 140.86 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $244k | 719.00 | 339.57 |
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| Verona Pharma Sponsored Ads (VRNA) | 0.2 | $240k | NEW | 2.5k | 94.58 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $237k | -18% | 2.2k | 107.83 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $236k | 737.00 | 320.12 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $235k | 9.2k | 25.69 |
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| T. Rowe Price (TROW) | 0.2 | $232k | 2.4k | 96.50 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $229k | NEW | 4.8k | 47.33 |
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| O'reilly Automotive (ORLY) | 0.2 | $227k | +1246% | 2.5k | 90.13 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $224k | NEW | 427.00 | 525.00 |
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| Relx Sponsored Adr (RELX) | 0.2 | $220k | NEW | 4.1k | 54.34 |
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| Roper Industries (ROP) | 0.2 | $220k | 388.00 | 566.84 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $218k | 2.0k | 110.04 |
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| Cava Group Ord (CAVA) | 0.2 | $213k | -4% | 2.5k | 84.23 |
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| Palo Alto Networks (PANW) | 0.2 | $212k | -18% | 1.0k | 204.64 |
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| Target Corporation (TGT) | 0.2 | $211k | -16% | 2.1k | 98.65 |
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| Automatic Data Processing (ADP) | 0.2 | $211k | -27% | 685.00 | 308.40 |
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| Medtronic SHS (MDT) | 0.2 | $210k | -2% | 2.4k | 87.17 |
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| State Street Corporation (STT) | 0.2 | $209k | NEW | 2.0k | 106.34 |
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| Starbucks Corporation (SBUX) | 0.2 | $208k | NEW | 2.3k | 91.63 |
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| Carrier Global Corporation (CARR) | 0.2 | $206k | NEW | 2.8k | 73.19 |
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| Embraer Sponsored Ads (ERJ) | 0.2 | $200k | NEW | 3.5k | 56.91 |
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| Kimbell Rty Partners Unit (KRP) | 0.2 | $192k | -4% | 14k | 13.96 |
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| Up Fintech Hldg Sponsored Ads (TIGR) | 0.1 | $123k | +21% | 13k | 9.65 |
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| Vnet Group Sponsored Ads A (VNET) | 0.1 | $90k | +24% | 13k | 6.90 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $85k | NEW | 10k | 8.48 |
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| Nokia Corp Sponsored Adr (NOK) | 0.1 | $82k | NEW | 16k | 5.18 |
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| Cerus Corporation (CERS) | 0.0 | $27k | 19k | 1.41 |
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Past Filings by Bingham Private Wealth
SEC 13F filings are viewable for Bingham Private Wealth going back to 2025
- Bingham Private Wealth 2025 Q2 filed July 23, 2025
- Bingham Private Wealth 2024 Q4 filed May 5, 2025
- Bingham Private Wealth 2025 Q1 filed May 5, 2025