Bingham Private Wealth, LLC Top Holdings and 13F Report (2025)

About Bingham Private Wealth, LLC

Investment Activity

Bingham Private Wealth, LLC has $96.75 million in total holdings as of March 31, 2025.
Bingham Private Wealth, LLC owns shares of 152 different stocks, but just 82 companies or ETFs make up 80% of its holdings.
Approximately 9.40% of the portfolio was purchased this quarter.
About 4.37% of the portfolio was sold this quarter.
This quarter, Bingham Private Wealth, LLC has purchased 142 new stocks and bought additional shares in 81 stocks.
Bingham Private Wealth, LLC sold shares of 49 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft: $4,027,935
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $3,265,863
Amazon.com: $2,546,820
Apple: $2,531,574
SPDR S&P 500 ETF Trust: $2,087,488

Largest New Holdings this Quarter

24703L202 - Dell Technologies: $511,625 Holding
20825C104 - ConocoPhillips: $367,885 Holding
80105N105 - Sanofi: $337,640 Holding
427866108 - Hershey: $282,884 Holding
G7997R103 - Seagate Technology: $271,670 Holding

Largest Purchases this Quarter

Dell Technologies: 5,613 shares (about $511.63K)
Cisco Systems: 6,612 shares (about $408.03K)
ConocoPhillips: 3,503 shares (about $367.89K)
Sanofi: 6,088 shares (about $337.64K)
Exxon Mobil: 2,398 shares (about $285.19K)

Largest Sales this Quarter

Apple: 1,825 shares (about $405.42K)
Berkshire Hathaway: 659 shares (about $350.97K)
Intuit: 567 shares (about $348.13K)
QUALCOMM: 1,936 shares (about $297.39K)
Tesla: 569 shares (about $147.46K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$4,027,935	$156,913 ▲	4.1%	10,730	4.2%	Computer and Technology
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$3,265,863	$40,178 ▼	-1.2%	35,603	3.4%	ETF
AMZN Amazon.com	$2,546,820	$105,975 ▲	4.3%	13,386	2.6%	Retail/Wholesale
AAPL Apple	$2,531,574	$405,416 ▼	-13.8%	11,396	2.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,087,488	$88,960 ▼	-4.1%	3,731	2.2%	Finance
NVDA NVIDIA	$1,944,120	$235,293 ▲	13.8%	17,938	2.0%	Computer and Technology
AVGO Broadcom	$1,874,546	$48,387 ▲	2.6%	11,196	1.9%	Computer and Technology
GOOGL Alphabet	$1,842,381	$139,640 ▲	8.2%	11,914	1.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,761,009	$95,422 ▼	-5.1%	7,179	1.8%	Finance
EQAL Invesco Russell 1000 Equal Weight ETF	$1,710,056	$24,481 ▼	-1.4%	36,184	1.8%	ETF
MBB iShares MBS ETF	$1,669,940	$24,383 ▲	1.5%	17,807	1.7%	ETF
V Visa	$1,585,131	$7,360 ▲	0.5%	4,523	1.6%	Business Services
IBM International Business Machines	$1,465,602	$35,807 ▼	-2.4%	5,894	1.5%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$1,462,630	$4,725 ▼	-0.3%	12,381	1.5%	ETF
XOM Exxon Mobil	$1,426,684	$285,194 ▲	25.0%	11,996	1.5%	Energy
CSCO Cisco Systems	$1,363,976	$408,026 ▲	42.7%	22,103	1.4%	Computer and Technology
ABBV AbbVie	$1,350,985	$114,188 ▼	-7.8%	6,448	1.4%	Medical
GILD Gilead Sciences	$1,307,736	$37,089 ▼	-2.8%	11,671	1.4%	Medical
WMT Walmart	$1,289,723	$42,490 ▼	-3.2%	14,691	1.3%	Retail/Wholesale
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,239,336	$33,674 ▲	2.8%	23,665	1.3%	Manufacturing
MA Mastercard	$1,221,211	$15,895 ▲	1.3%	2,228	1.3%	Business Services
PM Philip Morris International	$1,175,078	$83,651 ▼	-6.6%	7,403	1.2%	Consumer Staples
TMUS T-Mobile US	$1,139,652	$68,811 ▲	6.4%	4,273	1.2%	Computer and Technology
META Meta Platforms	$1,134,276	$63,976 ▲	6.0%	1,968	1.2%	Computer and Technology
BN Brookfield	$1,095,421	$50,523 ▲	4.8%	20,901	1.1%	Finance
CVX Chevron	$1,093,073	$22,919 ▲	2.1%	6,534	1.1%	Energy
ISRG Intuitive Surgical	$955,376	$495 ▲	0.1%	1,929	1.0%	Medical
CRH PLC	$908,994	$4,486 ▼	-0.5%	10,333	0.9%	ORD
UNH UnitedHealth Group	$900,850	$30,901 ▼	-3.3%	1,720	0.9%	Medical
FDX FedEx	$867,613	$65,333 ▲	8.1%	3,559	0.9%	Transportation
ASML ASML	$861,419	$129,875 ▲	17.8%	1,300	0.9%	Computer and Technology
TSLA Tesla	$818,686	$147,462 ▼	-15.3%	3,159	0.8%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$817,651	$65,247 ▼	-7.4%	990	0.8%	Medical
UBER Uber Technologies	$798,691	$141,786 ▲	21.6%	10,962	0.8%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$738,641	$29,374 ▲	4.1%	7,745	0.8%	ETF
ABNB Airbnb	$736,829	$117,668 ▲	19.0%	6,168	0.8%	Consumer Discretionary
WMB Williams Companies	$729,789	$21,633 ▲	3.1%	12,212	0.8%	Energy
PWR Quanta Services	$691,370	$7,117 ▼	-1.0%	2,720	0.7%	Construction
VZ Verizon Communications	$690,425	$87,772 ▲	14.6%	15,221	0.7%	Computer and Technology
TMO Thermo Fisher Scientific	$686,688	$255,766 ▲	59.4%	1,380	0.7%	Medical
ACN Accenture	$681,183	$11,545 ▼	-1.7%	2,183	0.7%	Computer and Technology
PEP PepsiCo	$675,480	$170,182 ▲	33.7%	4,505	0.7%	Consumer Staples
CHENIERE ENERGY INC	$675,225	$463 ▼	-0.1%	2,918	0.7%	COM NEW
SLB Schlumberger	$670,179	$66,295 ▲	11.0%	16,033	0.7%	Energy
NFLX Netflix	$660,465	$36,382 ▲	5.8%	708	0.7%	Consumer Discretionary
JNJ Johnson & Johnson	$647,049	$43,623 ▲	7.2%	3,901	0.7%	Medical
GE VERNOVA INC	$637,425	$126,081 ▲	24.7%	2,088	0.7%	COM
BAC Bank of America	$636,800	$54,541 ▲	9.4%	15,260	0.7%	Finance
CRM Salesforce	$612,934	$18,517 ▲	3.1%	2,284	0.6%	Computer and Technology
HLT Hilton Worldwide	$601,187	$64,624 ▲	12.0%	2,642	0.6%	Consumer Discretionary
KO Coca-Cola	$566,801	$153,410 ▲	37.1%	7,914	0.6%	Consumer Staples
COST Costco Wholesale	$556,287	$946 ▼	-0.2%	588	0.6%	Retail/Wholesale
SCHW Charles Schwab	$544,985	$54,326 ▲	11.1%	6,962	0.6%	Finance
RTX RTX	$544,940	$43,977 ▲	8.8%	4,114	0.6%	Aerospace
C Citigroup	$543,428	$75,178 ▲	16.1%	7,655	0.6%	Finance
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$541,114	$5,147 ▼	-0.9%	10,303	0.6%	Manufacturing
MO Altria Group	$524,215	$13,204 ▲	2.6%	8,734	0.5%	Consumer Staples
SHY iShares 1-3 Year Treasury Bond ETF	$521,695	$2,316 ▼	-0.4%	6,306	0.5%	Manufacturing
BLACKROCK INC	$513,939	$6,625 ▼	-1.3%	543	0.5%	COM
BRK.B Berkshire Hathaway	$513,407	$350,970 ▼	-40.6%	964	0.5%	Finance
DELL Dell Technologies	$511,625	$511,625 ▲	New Holding	5,613	0.5%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$505,945	$56,439 ▲	12.6%	5,558	0.5%	ETF
TDG TransDigm Group	$495,218	$44,265 ▲	9.8%	358	0.5%	Aerospace
WFC Wells Fargo & Company	$494,274	$30,008 ▲	6.5%	6,885	0.5%	Finance
AIG American International Group	$492,167	$204,222 ▲	70.9%	5,661	0.5%	Finance
COF Capital One Financial	$485,006	$69,210 ▲	16.6%	2,705	0.5%	Finance
HD Home Depot	$481,201	$112,879 ▼	-19.0%	1,313	0.5%	Retail/Wholesale
ENB Enbridge	$480,143	$4,298 ▼	-0.9%	10,836	0.5%	Energy
SHW Sherwin-Williams	$477,343	$21,650 ▲	4.8%	1,367	0.5%	Basic Materials
NOC Northrop Grumman	$459,785	$236,549 ▲	106.0%	898	0.5%	Aerospace
CRBG Corebridge Financial	$456,565		0.0%	14,462	0.5%	Finance
PRU Prudential Financial	$449,847	$49,809 ▼	-10.0%	4,028	0.5%	Finance
MET MetLife	$447,376	$8,350 ▼	-1.8%	5,572	0.5%	Finance
AMGN Amgen	$438,662	$95,023 ▲	27.7%	1,408	0.5%	Medical
PGR Progressive	$427,062	$32,829 ▲	8.3%	1,509	0.4%	Finance
NEE NextEra Energy	$423,142	$134,124 ▲	46.4%	5,969	0.4%	Utilities
MRK Merck & Co., Inc.	$420,526	$131,858 ▼	-23.9%	4,685	0.4%	Medical
ABT Abbott Laboratories	$418,113	$21,224 ▲	5.3%	3,152	0.4%	Medical
TFC Truist Financial	$417,549	$118,512 ▲	39.6%	10,147	0.4%	Finance
AZN AstraZeneca	$416,451	$135,755 ▲	48.4%	5,666	0.4%	Medical
KKR KKR & Co. Inc.	$413,075	$9,249 ▼	-2.2%	3,573	0.4%	Finance
LINDE PLC	$402,779	$30,732 ▲	8.3%	865	0.4%	SHS
LOW Lowe's Companies	$396,491	$9,329 ▲	2.4%	1,700	0.4%	Retail/Wholesale
MCK McKesson	$387,642	$39,706 ▲	11.4%	576	0.4%	Medical
PFE Pfizer	$372,473	$116,361 ▲	45.4%	14,699	0.4%	Medical
PG Procter & Gamble	$369,982	$21,814 ▼	-5.6%	2,171	0.4%	Consumer Staples
COP ConocoPhillips	$367,885	$367,885 ▲	New Holding	3,503	0.4%	Energy
GS The Goldman Sachs Group	$365,468	$51,898 ▲	16.6%	669	0.4%	Finance
JCI Johnson Controls International	$358,252	$30,041 ▲	9.2%	4,472	0.4%	Construction
TSM Taiwan Semiconductor Manufacturing	$356,734	$25,730 ▲	7.8%	2,149	0.4%	Computer and Technology
LUV Southwest Airlines	$352,355	$50,135 ▲	16.6%	10,493	0.4%	Transportation
SNY Sanofi	$337,640	$337,640 ▲	New Holding	6,088	0.3%	Medical
BRBR BellRing Brands	$335,591		0.0%	4,507	0.3%	Medical
UPS United Parcel Service	$335,470	$73,253 ▲	27.9%	3,050	0.3%	Transportation
QCOM QUALCOMM	$335,331	$297,389 ▼	-47.0%	2,183	0.3%	Computer and Technology
WEC WEC Energy Group	$329,229	$5,885 ▼	-1.8%	3,021	0.3%	Utilities
VONV Vanguard Russell 1000 Value	$319,430		0.0%	3,870	0.3%	ETF
DHR Danaher	$318,160	$9,225 ▲	3.0%	1,552	0.3%	Medical
TT Trane Technologies	$318,052	$9,771 ▲	3.2%	944	0.3%	Construction
CPRT Copart	$312,150	$44,593 ▲	16.7%	5,516	0.3%	Business Services

Showing largest 100 holdings. View all holdings.

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Bingham Private Wealth, LLC Top Holdings and 13F Report (2025)

About Bingham Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Bingham Private Wealth, LLC Top Holdings and 13F Report (2025)

About Bingham Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBingham Private Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools