Bingham Private Wealth as of March 31, 2025
Portfolio Holdings for Bingham Private Wealth
Bingham Private Wealth holds 152 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.2 | $4.0M | 11k | 375.39 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 3.4 | $3.3M | 36k | 91.73 | |
| Amazon (AMZN) | 2.6 | $2.5M | 13k | 190.26 | |
| Apple (AAPL) | 2.6 | $2.5M | 11k | 222.15 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $2.1M | 3.7k | 559.50 | |
| NVIDIA Corporation (NVDA) | 2.0 | $1.9M | 18k | 108.38 | |
| Broadcom (AVGO) | 1.9 | $1.9M | 11k | 167.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $1.8M | 12k | 154.64 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $1.8M | 7.2k | 245.30 | |
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 1.8 | $1.7M | 36k | 47.26 | |
| Ishares Tr Mbs Etf (MBB) | 1.7 | $1.7M | 18k | 93.78 | |
| Visa Com Cl A (V) | 1.6 | $1.6M | 4.5k | 350.46 | |
| International Business Machines (IBM) | 1.5 | $1.5M | 5.9k | 248.66 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.5 | $1.5M | 12k | 118.14 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $1.4M | 12k | 118.93 | |
| Cisco Systems (CSCO) | 1.4 | $1.4M | 22k | 61.71 | |
| Abbvie (ABBV) | 1.4 | $1.4M | 6.4k | 209.52 | |
| Gilead Sciences (GILD) | 1.4 | $1.3M | 12k | 112.05 | |
| Wal-Mart Stores (WMT) | 1.3 | $1.3M | 15k | 87.79 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $1.2M | 24k | 52.37 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $1.2M | 2.2k | 548.12 | |
| Philip Morris International (PM) | 1.2 | $1.2M | 7.4k | 158.73 | |
| Metropcs Communications (TMUS) | 1.2 | $1.1M | 4.3k | 266.71 | |
| Meta Platforms Cl A (META) | 1.2 | $1.1M | 2.0k | 576.36 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.1 | $1.1M | 21k | 52.41 | |
| Chevron Corporation (CVX) | 1.1 | $1.1M | 6.5k | 167.29 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $955k | 1.9k | 495.27 | |
| CRH Ord (CRH) | 0.9 | $909k | 10k | 87.97 | |
| UnitedHealth (UNH) | 0.9 | $901k | 1.7k | 523.75 | |
| FedEx Corporation (FDX) | 0.9 | $868k | 3.6k | 243.78 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $861k | 1.3k | 662.63 | |
| Tesla Motors (TSLA) | 0.8 | $819k | 3.2k | 259.16 | |
| Eli Lilly & Co. (LLY) | 0.8 | $818k | 990.00 | 825.91 | |
| Uber Technologies (UBER) | 0.8 | $799k | 11k | 72.86 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.8 | $739k | 7.7k | 95.37 | |
| Airbnb Com Cl A (ABNB) | 0.8 | $737k | 6.2k | 119.46 | |
| Williams Companies (WMB) | 0.8 | $730k | 12k | 59.76 | |
| Quanta Services (PWR) | 0.7 | $691k | 2.7k | 254.18 | |
| Verizon Communications (VZ) | 0.7 | $690k | 15k | 45.36 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $687k | 1.4k | 497.60 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $681k | 2.2k | 312.04 | |
| Pepsi (PEP) | 0.7 | $676k | 4.5k | 149.94 | |
| Cheniere Energy Com New (LNG) | 0.7 | $675k | 2.9k | 231.40 | |
| Schlumberger Com Stk (SLB) | 0.7 | $670k | 16k | 41.80 | |
| Netflix (NFLX) | 0.7 | $661k | 708.00 | 932.86 | |
| Johnson & Johnson (JNJ) | 0.7 | $647k | 3.9k | 165.87 | |
| Ge Vernova (GEV) | 0.7 | $637k | 2.1k | 305.28 | |
| Bank of America Corporation (BAC) | 0.7 | $637k | 15k | 41.73 | |
| salesforce (CRM) | 0.6 | $613k | 2.3k | 268.36 | |
| Hilton Worldwide Holdings (HLT) | 0.6 | $601k | 2.6k | 227.55 | |
| Coca-Cola Company (KO) | 0.6 | $567k | 7.9k | 71.62 | |
| Costco Wholesale Corporation (COST) | 0.6 | $556k | 588.00 | 946.07 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $545k | 7.0k | 78.28 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $545k | 4.1k | 132.46 | |
| Citigroup Com New (C) | 0.6 | $543k | 7.7k | 70.99 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $541k | 10k | 52.52 | |
| Altria (MO) | 0.5 | $524k | 8.7k | 60.02 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $522k | 6.3k | 82.73 | |
| Blackrock (BLK) | 0.5 | $514k | 543.00 | 946.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $513k | 964.00 | 532.58 | |
| Dell Technologies CL C (DELL) | 0.5 | $512k | 5.6k | 91.15 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $506k | 5.6k | 91.03 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $495k | 358.00 | 1383.29 | |
| Wells Fargo & Company (WFC) | 0.5 | $494k | 6.9k | 71.79 | |
| American Intl Group Com New (AIG) | 0.5 | $492k | 5.7k | 86.94 | |
| Capital One Financial (COF) | 0.5 | $485k | 2.7k | 179.30 | |
| Home Depot (HD) | 0.5 | $481k | 1.3k | 366.49 | |
| Enbridge (ENB) | 0.5 | $480k | 11k | 44.31 | |
| Sherwin-Williams Company (SHW) | 0.5 | $477k | 1.4k | 349.19 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $460k | 898.00 | 512.01 | |
| Corebridge Finl (CRBG) | 0.5 | $457k | 15k | 31.57 | |
| Prudential Financial (PRU) | 0.5 | $450k | 4.0k | 111.68 | |
| MetLife (MET) | 0.5 | $447k | 5.6k | 80.29 | |
| Amgen (AMGN) | 0.5 | $439k | 1.4k | 311.55 | |
| Progressive Corporation (PGR) | 0.4 | $427k | 1.5k | 283.01 | |
| Nextera Energy (NEE) | 0.4 | $423k | 6.0k | 70.89 | |
| Merck & Co (MRK) | 0.4 | $421k | 4.7k | 89.76 | |
| Abbott Laboratories (ABT) | 0.4 | $418k | 3.2k | 132.65 | |
| Truist Financial Corp equities (TFC) | 0.4 | $418k | 10k | 41.15 | |
| Astrazeneca Sponsored Adr | 0.4 | $417k | 5.7k | 73.50 | |
| Kkr & Co (KKR) | 0.4 | $413k | 3.6k | 115.61 | |
| Linde SHS (LIN) | 0.4 | $403k | 865.00 | 465.64 | |
| Lowe's Companies (LOW) | 0.4 | $397k | 1.7k | 233.23 | |
| McKesson Corporation (MCK) | 0.4 | $388k | 576.00 | 672.99 | |
| Pfizer (PFE) | 0.4 | $373k | 15k | 25.34 | |
| Procter & Gamble Company (PG) | 0.4 | $370k | 2.2k | 170.42 | |
| ConocoPhillips (COP) | 0.4 | $368k | 3.5k | 105.02 | |
| Goldman Sachs (GS) | 0.4 | $366k | 669.00 | 546.29 | |
| Johnson Ctls Intl SHS (JCI) | 0.4 | $358k | 4.5k | 80.11 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $357k | 2.1k | 166.00 | |
| Southwest Airlines (LUV) | 0.4 | $352k | 11k | 33.58 | |
| Sanofi Sponsored Adr (SNY) | 0.3 | $338k | 6.1k | 55.46 | |
| Bellring Brands Common Stock (BRBR) | 0.3 | $336k | 4.5k | 74.46 | |
| United Parcel Service CL B (UPS) | 0.3 | $336k | 3.1k | 109.99 | |
| Qualcomm (QCOM) | 0.3 | $335k | 2.2k | 153.61 | |
| Wec Energy Group (WEC) | 0.3 | $329k | 3.0k | 108.98 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $319k | 3.9k | 82.54 | |
| Danaher Corporation (DHR) | 0.3 | $318k | 1.6k | 205.00 | |
| Trane Technologies SHS (TT) | 0.3 | $318k | 944.00 | 336.92 | |
| Copart (CPRT) | 0.3 | $312k | 5.5k | 56.59 | |
| Caterpillar (CAT) | 0.3 | $307k | 930.00 | 329.80 | |
| Bj's Wholesale Club Holdings (BJ) | 0.3 | $307k | 2.7k | 114.10 | |
| Nrg Energy Com New (NRG) | 0.3 | $306k | 3.2k | 95.46 | |
| Apollo Global Mgmt (APO) | 0.3 | $302k | 2.2k | 136.94 | |
| Genuine Parts Company (GPC) | 0.3 | $295k | 2.5k | 119.14 | |
| Oracle Corporation (ORCL) | 0.3 | $294k | 2.1k | 139.81 | |
| Xcel Energy (XEL) | 0.3 | $294k | 4.2k | 70.79 | |
| Gaming & Leisure Pptys (GLPI) | 0.3 | $288k | 5.7k | 50.90 | |
| Automatic Data Processing (ADP) | 0.3 | $288k | 943.00 | 305.53 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $287k | 2.1k | 139.78 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $283k | 2.0k | 142.22 | |
| Hershey Company (HSY) | 0.3 | $283k | 1.7k | 171.03 | |
| Best Buy (BBY) | 0.3 | $283k | 3.8k | 73.61 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $278k | 457.00 | 607.85 | |
| Sap Se Spon Adr (SAP) | 0.3 | $273k | 1.0k | 268.44 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $272k | 3.2k | 84.95 | |
| PPL Corporation (PPL) | 0.3 | $272k | 7.5k | 36.11 | |
| General Dynamics Corporation (GD) | 0.3 | $269k | 987.00 | 272.58 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $269k | 9.2k | 29.28 | |
| O'reilly Automotive (ORLY) | 0.3 | $268k | 187.00 | 1432.58 | |
| Target Corporation (TGT) | 0.3 | $267k | 2.6k | 104.36 | |
| Cadence Design Systems (CDNS) | 0.3 | $266k | 1.0k | 254.33 | |
| Freeport-mcmoran CL B (FCX) | 0.3 | $263k | 6.9k | 37.86 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $260k | 819.00 | 317.64 | |
| Deere & Company (DE) | 0.3 | $259k | 552.00 | 469.35 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $259k | 3.8k | 67.85 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $259k | 750.00 | 345.24 | |
| General Motors Company (GM) | 0.3 | $257k | 5.5k | 47.03 | |
| Pulte (PHM) | 0.3 | $254k | 2.5k | 102.80 | |
| Prologis (PLD) | 0.3 | $251k | 2.2k | 111.79 | |
| Insmed Com Par $.01 (INSM) | 0.3 | $250k | 3.3k | 76.29 | |
| Ingersoll Rand (IR) | 0.3 | $244k | 3.0k | 80.03 | |
| Intuit (INTU) | 0.2 | $239k | 389.00 | 613.99 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $236k | 6.4k | 36.90 | |
| United Rentals (URI) | 0.2 | $236k | 376.00 | 626.70 | |
| Us Bancorp Del Com New (USB) | 0.2 | $234k | 5.6k | 42.22 | |
| Roper Industries (ROP) | 0.2 | $232k | 394.00 | 589.58 | |
| Cava Group Ord (CAVA) | 0.2 | $228k | 2.6k | 86.41 | |
| T. Rowe Price (TROW) | 0.2 | $225k | 2.4k | 91.87 | |
| Medtronic SHS (MDT) | 0.2 | $223k | 2.5k | 89.86 | |
| Air Products & Chemicals (APD) | 0.2 | $222k | 753.00 | 294.92 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $221k | 719.00 | 306.74 | |
| Marsh & McLennan Companies | 0.2 | $220k | 901.00 | 244.03 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $219k | 2.0k | 111.09 | |
| Palo Alto Networks (PANW) | 0.2 | $218k | 1.3k | 170.64 | |
| Morgan Stanley Com New (MS) | 0.2 | $218k | 1.9k | 116.67 | |
| Zoetis Cl A (ZTS) | 0.2 | $202k | 1.2k | 164.65 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $201k | 1.7k | 122.01 | |
| Kimbell Rty Partners Unit (KRP) | 0.2 | $201k | 14k | 14.00 | |
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.1 | $91k | 11k | 8.59 | |
| Vnet Group Sponsored Ads A (VNET) | 0.1 | $86k | 11k | 8.20 | |
| Cerus Corporation (CERS) | 0.0 | $27k | 19k | 1.39 |
