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

About Bingham Private Wealth, LLC

Investment Activity

Bingham Private Wealth, LLC has $104.91 million in total holdings as of June 30, 2025.
Bingham Private Wealth, LLC owns shares of 158 different stocks, but just 82 companies or ETFs make up 80% of its holdings.
Approximately 8.24% of the portfolio was purchased this quarter.
About 5.12% of the portfolio was sold this quarter.
This quarter, Bingham Private Wealth, LLC has purchased 152 new stocks and bought additional shares in 58 stocks.
Bingham Private Wealth, LLC sold shares of 84 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Microsoft: $5,248,199
Amazon.com: $3,516,383
Broadcom: $3,020,848
SPDR Bloomberg 1-3 Month T-Bill ETF: $2,886,284
NVIDIA: $2,665,449

Largest New Holdings this Quarter

H1467J104 - Chubb: $493,393 Holding
22052L104 - Corteva: $296,406 Holding
925050106 - Verona Pharma PLC American Depositary Share: $239,855 Holding
110448107 - British American Tobacco: $229,030 Holding
75886F107 - Regeneron Pharmaceuticals: $224,175 Holding

Largest Purchases this Quarter

Microsoft: 4,811 shares (about $1.62M)
Apple: 4,456 shares (about $627.28K)
Amazon.com: 2,642 shares (about $579.63K)
Chubb: 1,703 shares (about $493.39K)
Invesco Russell 1000 Equal Weight ETF: 8,568 shares (about $421.89K)

Largest Sales this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 4,138 shares (about $379.58K)
GE VERNOVA INC: 717 shares (about $379.40K)
Uber Technologies: 3,211 shares (about $299.59K)
Netflix: 182 shares (about $243.84K)
NVIDIA: 1,067 shares (about $168.58K)

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	$5,248,199	$1,624,676 ▲	44.8%	15,541	5.0%	Computer and Technology
AMZN Amazon.com	$3,516,383	$579,628 ▲	19.7%	16,028	3.4%	Retail/Wholesale
AVGO Broadcom	$3,020,848	$65,329 ▼	-2.1%	10,959	2.9%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$2,886,284	$379,579 ▼	-11.6%	31,465	2.8%	ETF
NVDA NVIDIA	$2,665,449	$168,575 ▼	-5.9%	16,871	2.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,323,116	$17,918 ▲	0.8%	3,760	2.2%	Finance
AAPL Apple	$2,231,505	$627,276 ▲	39.1%	15,852	2.1%	Computer and Technology
EQAL Invesco Russell 1000 Equal Weight ETF	$2,203,588	$421,888 ▲	23.7%	44,752	2.1%	ETF
GOOGL Alphabet	$2,039,686	$59,918 ▼	-2.9%	11,574	1.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,995,161	$86,103 ▼	-4.1%	6,882	1.9%	Finance
MBB iShares MBS ETF	$1,811,326	$139,427 ▲	8.3%	19,292	1.7%	ETF
IBM International Business Machines	$1,760,721	$23,288 ▲	1.3%	5,973	1.7%	Computer and Technology
META Meta Platforms	$1,638,560	$185,999 ▲	12.8%	2,220	1.6%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$1,551,743	$77,289 ▲	5.2%	13,030	1.5%	ETF
CSCO Cisco Systems	$1,523,515	$9,991 ▼	-0.7%	21,959	1.5%	Computer and Technology
V Visa	$1,501,862	$104,030 ▼	-6.5%	4,230	1.4%	Business Services
WMT Walmart	$1,470,416	$33,930 ▲	2.4%	15,038	1.4%	Retail/Wholesale
PM Philip Morris International	$1,313,704	$34,605 ▼	-2.6%	7,213	1.3%	Consumer Staples
GILD Gilead Sciences	$1,295,849	$1,885 ▲	0.1%	11,688	1.2%	Medical
XOM Exxon Mobil	$1,289,180	$3,989 ▼	-0.3%	11,959	1.2%	Energy
BN Brookfield	$1,284,377	$8,350 ▼	-0.6%	20,766	1.2%	Finance
MA Mastercard	$1,280,099	$28,097 ▲	2.2%	2,278	1.2%	Business Services
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,253,683	$5,118 ▲	0.4%	23,762	1.2%	Manufacturing
TMUS T-Mobile US	$1,084,798	$66,713 ▲	6.6%	4,553	1.0%	Computer and Technology
ABBV AbbVie	$1,084,021	$112,857 ▼	-9.4%	5,840	1.0%	Medical
ISRG Intuitive Surgical	$1,038,457	$9,781 ▼	-0.9%	1,911	1.0%	Medical
ASML ASML	$1,032,992	$8,815 ▼	-0.8%	1,289	1.0%	Computer and Technology
CVX Chevron	$994,168	$58,565 ▲	6.3%	6,943	0.9%	Energy
PWR Quanta Services	$951,249	$77,128 ▼	-7.5%	2,516	0.9%	Construction
CRH PLC	$918,918	$29,651 ▼	-3.1%	10,010	0.9%	ORD
TSLA Tesla	$867,212	$136,276 ▼	-13.6%	2,730	0.8%	Auto/Tires/Trucks
BLACKROCK INC	$826,809	$257,066 ▲	45.1%	788	0.8%	COM
ABNB Airbnb	$823,816	$7,543 ▲	0.9%	6,225	0.8%	Consumer Discretionary
LLY Eli Lilly and Company	$777,971	$6,236 ▲	0.8%	998	0.7%	Medical
FDX FedEx	$766,035	$42,962 ▼	-5.3%	3,370	0.7%	Transportation
IEF iShares 7-10 Year Treasury Bond ETF	$738,004	$3,735 ▼	-0.5%	7,706	0.7%	ETF
GE VERNOVA INC	$725,465	$379,401 ▼	-34.3%	1,371	0.7%	COM
WMB Williams Companies	$725,267	$41,769 ▼	-5.4%	11,547	0.7%	Energy
HLT Hilton Worldwide	$724,178	$20,508 ▲	2.9%	2,719	0.7%	Consumer Discretionary
UBER Uber Technologies	$723,168	$299,586 ▼	-29.3%	7,751	0.7%	Computer and Technology
CHENIERE ENERGY INC	$706,695	$3,896 ▼	-0.5%	2,902	0.7%	COM NEW
NFLX Netflix	$704,718	$243,838 ▼	-25.7%	526	0.7%	Consumer Discretionary
DELL Dell Technologies	$686,192	$1,962 ▼	-0.3%	5,597	0.7%	Computer and Technology
C Citigroup	$676,108	$24,515 ▲	3.8%	7,943	0.6%	Financial Services
VZ Verizon Communications	$645,069	$13,544 ▼	-2.1%	14,908	0.6%	Computer and Technology
RTX RTX	$625,550	$24,823 ▲	4.1%	4,284	0.6%	Aerospace
BAC Bank of America	$615,302	$106,801 ▼	-14.8%	13,003	0.6%	Finance
ACN Accenture	$612,724	$39,752 ▼	-6.1%	2,050	0.6%	Computer and Technology
CRM Salesforce	$610,008	$12,816 ▼	-2.1%	2,237	0.6%	Computer and Technology
SCHW Charles Schwab	$605,651	$29,562 ▼	-4.7%	6,638	0.6%	Finance
WFC Wells Fargo & Company	$593,369	$41,743 ▲	7.6%	7,406	0.6%	Finance
JNJ Johnson & Johnson	$574,452	$317,699 ▲	123.7%	8,728	0.5%	Medical
KO CocaCola	$573,122	$225,026 ▲	64.6%	13,030	0.5%	Consumer Staples
COST Costco Wholesale	$564,266	$17,819 ▼	-3.1%	570	0.5%	Retail/Wholesale
TMO Thermo Fisher Scientific	$561,968	$2,433 ▲	0.4%	1,386	0.5%	Medical
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$551,232	$2,185 ▲	0.4%	10,344	0.5%	Manufacturing
PEP PepsiCo	$546,382	$48,459 ▼	-8.1%	4,138	0.5%	Consumer Staples
SLB Schlumberger	$542,659	$744 ▲	0.1%	16,055	0.5%	Energy
SHY iShares 1-3 Year Treasury Bond ETF	$524,421	$1,906 ▲	0.4%	6,329	0.5%	Manufacturing
PLD Prologis	$523,813	$287,924 ▲	122.1%	4,983	0.5%	Finance
COF Capital One Financial	$517,432	$58,083 ▼	-10.1%	2,432	0.5%	Finance
TDG Transdigm Group	$515,497	$28,892 ▼	-5.3%	339	0.5%	Aerospace
TLT iShares 20+ Year Treasury Bond ETF	$493,494	$3,001 ▲	0.6%	5,592	0.5%	ETF
CB Chubb	$493,393	$493,393 ▲	New Holding	1,703	0.5%	Finance
MCK McKesson	$482,902	$60,821 ▲	14.4%	659	0.5%	Medical
AIG American International Group	$482,300	$2,225 ▼	-0.5%	5,635	0.5%	Finance
NEE NextEra Energy	$482,191	$67,823 ▲	16.4%	6,946	0.5%	Utilities
KKR KKR & Co. Inc.	$476,114	$798 ▲	0.2%	3,579	0.5%	Finance
MO Altria Group	$475,372	$36,702 ▼	-7.2%	8,108	0.5%	Consumer Staples
JCI Johnson Controls International	$475,290	$2,957 ▲	0.6%	4,500	0.5%	Construction
ENB Enbridge	$473,367	$17,720 ▼	-3.6%	10,445	0.5%	Energy
STX Seagate Technology	$468,928	$7,361 ▲	1.6%	3,249	0.4%	Computer and Technology
NOC Northrop Grumman	$468,481	$19,499 ▲	4.3%	937	0.4%	Aerospace
CRBG Corebridge Financial	$453,086	$60,314 ▼	-11.7%	12,763	0.4%	Finance
QCOM QUALCOMM	$452,617	$104,952 ▲	30.2%	2,842	0.4%	Computer and Technology
HD Home Depot	$450,234	$31,164 ▼	-6.5%	1,228	0.4%	Retail/Wholesale
SHW Sherwin-Williams	$448,085	$21,288 ▼	-4.5%	1,305	0.4%	Basic Materials
GS The Goldman Sachs Group	$448,006	$25,479 ▼	-5.4%	633	0.4%	Finance
BRK.B Berkshire Hathaway	$443,994	$24,289 ▼	-5.2%	914	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$432,822	$53,905 ▼	-11.1%	1,911	0.4%	Computer and Technology
ABT Abbott Laboratories	$430,064	$1,360 ▲	0.3%	3,162	0.4%	Medical
PRU Prudential Financial	$428,256	$4,512 ▼	-1.0%	3,986	0.4%	Finance
MET MetLife	$421,964	$26,137 ▼	-5.8%	5,247	0.4%	Finance
UNH UnitedHealth Group	$410,864	$125,724 ▼	-23.4%	1,317	0.4%	Medical
AZN AstraZeneca	$403,347	$7,407 ▲	1.9%	5,772	0.4%	Medical
LINDE PLC	$402,556	$3,284 ▼	-0.8%	858	0.4%	SHS
TFC Truist Financial	$400,796	$35,424 ▼	-8.1%	9,323	0.4%	Finance
AMGN Amgen	$392,848	$279 ▼	-0.1%	1,407	0.4%	Medical
TT Trane Technologies	$391,482	$21,433 ▼	-5.2%	895	0.4%	Construction
FCX Freeport-McMoRan	$381,133	$80,197 ▲	26.6%	8,792	0.4%	Basic Materials
NRG NRG Energy	$363,232	$151,106 ▼	-29.4%	2,262	0.3%	Utilities
LUV Southwest Airlines	$352,947	$12,554 ▲	3.7%	10,880	0.3%	Transportation
CAT Caterpillar	$352,106	$8,929 ▼	-2.5%	907	0.3%	Industrials
LOW Lowe's Companies	$343,233	$33,946 ▼	-9.0%	1,547	0.3%	Retail/Wholesale
PFE Pfizer	$343,044	$13,259 ▼	-3.7%	14,152	0.3%	Medical
PGR Progressive	$338,378	$64,313 ▼	-16.0%	1,268	0.3%	Finance
MRK Merck & Co., Inc.	$334,609	$36,255 ▼	-9.8%	4,227	0.3%	Medical
COP ConocoPhillips	$332,756	$18,397 ▲	5.9%	3,708	0.3%	Energy
VONV Vanguard Russell 1000 Value ETF	$329,763		0.0%	3,870	0.3%	ETF
PH Parker-Hannifin	$329,678	$10,477 ▲	3.3%	472	0.3%	Industrials

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