Sponsored
The Analysis of BINGHAM PRIVATE WEALTH, LLC's Holdings & P&L
Currently, BINGHAM PRIVATE WEALTH, LLC holds 164 types of securities in its portfolio with a total value $126.0M. In the most recent quarter, they have increased their positions in SPY (+1.3K shares, valued at $852.0K), N/A (+4.0K shares, valued at $782.2K), TSM (+2.1K shares, valued at $696.9K); decreased their positions in MSFT (-5.5K shares, valued at $2.0M), AAPL (-4.6K shares, valued at $1.2M), JNJ (-4.3K shares, valued at $1.1M); initiated new positions in N/A (+4.0K shares, valued at $782.2K), GLD (+1.5K shares, valued at $663.5K), IWD (+2.5K shares, valued at $544.6K).
1M P&L
+3.1M+2.52%
3M P&L
+4.8M+4.04%
HY P&L
+13.2M+11.89%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A19.9M
18.1%
2Semiconductors6.6M
6.0%
3Drug Manufacturers - General6.5M
5.9%
Top Industries by Stock Count
1N/A21 stocks
14.5%
2Drug Manufacturers - General8 stocks
5.5%
3Banks - Diversified6 stocks
4.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
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Sponsored
NVDA
3.21%NVIDIA CORPORATION
Shares26.7K
Event2026-03-31
Filed2026-05-07
AMZN
16.36%AMAZON COM INC
Shares20.5K
Event2026-03-31
Filed2026-05-07
MSFT
-32.32%MICROSOFT CORP
Shares11.5K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
12.66%ALPHABET INC
Shares13.3K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
2.89%BROADCOM INC
Shares11.1K
Event2026-03-31
Filed2026-05-07
SPY
33.93%STATE STR SPDR S&P 500 ETF T
Shares5.2K
Event2026-03-31
Filed2026-05-07
AAPL
-27.39%APPLE INC
Shares12.3K
Event2026-03-31
Filed2026-05-07
BIL
0.59%SPDR SERIES TRUST
Shares31.1K
Event2026-03-31
Filed2026-05-07
EQAL
-0.21%INVESCO EXCH TRADED FD TR II
Shares45.1K
Event2026-03-31
Filed2026-05-07
XOM
14.06%EXXON MOBIL CORP
Shares13.5K
Event2026-03-31
Filed2026-05-07
CSCO
11.43%CISCO SYS INC
Shares26.3K
Event2026-03-31
Filed2026-05-07
IEI
9.98%ISHARES TR
Shares17.0K
Event2026-03-31
Filed2026-05-07
ASML
7.33%ASML HLDG NV
Shares1.4K
Event2026-03-31
Filed2026-05-07
JPM
-1.28%JPMORGAN CHASE & CO
Shares6.2K
Event2026-03-31
Filed2026-05-07
GILD
3.43%GILEAD SCIENCES INC
Shares11.9K
Event2026-03-31
Filed2026-05-07
META
16.46%META PLATFORMS INC
Shares2.7K
Event2026-03-31
Filed2026-05-07
BN
3.21%BROOKFIELD CORP
Shares37.5K
Event2026-03-31
Filed2026-05-07
TSM
85.03%TAIWAN SEMICONDUCTOR MANUFAC
Shares4.5K
Event2026-03-31
Filed2026-05-07
IBM
2.50%INTERNATIONAL BUSINESS MACHS
Shares6.2K
Event2026-03-31
Filed2026-05-07
MBB
-0.30%ISHARES TR
Shares15.9K
Event2026-03-31
Filed2026-05-07
CVX
4.94%CHEVRON CORPORATION
Shares7.3K
Event2026-03-31
Filed2026-05-07
V
9.99%VISA INC
Shares4.8K
Event2026-03-31
Filed2026-05-07
PM
12.84%PHILIP MORRIS INTL INC
Shares8.6K
Event2026-03-31
Filed2026-05-07
WMT
-25.14%WALMART INC
Shares11.2K
Event2026-03-31
Filed2026-05-07
ABBV
27.60%ABBVIE INC
Shares6.4K
Event2026-03-31
Filed2026-05-07
IGSB
9.38%ISHARES TR
Shares26.3K
Event2026-03-31
Filed2026-05-07
PWR
0.16%QUANTA SVCS INC
Shares2.5K
Event2026-03-31
Filed2026-05-07
GEV
12.67%GE VERNOVA INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
COST
86.27%COSTCO WHOLESALE CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-05-07
FDX
2.52%FEDEX CORP
Shares3.2K
Event2026-03-31
Filed2026-05-07
IEF
9.67%ISHARES TR
Shares11.2K
Event2026-03-31
Filed2026-05-07
JNJ
-49.93%JOHNSON & JOHNSON
Shares4.3K
Event2026-03-31
Filed2026-05-07
CRH PLC
-0.56%CRH PLC
Shares10.0K
Event2026-03-31
Filed2026-05-07
TSLA
-8.08%TESLA INC
Shares2.8K
Event2026-03-31
Filed2026-05-07
DELL
2.52%DELL TECHNOLOGIES INC
Shares5.8K
Event2026-03-31
Filed2026-05-07
VZ
34.62%VERIZON COMMUNICATIONS INC
Shares18.4K
Event2026-03-31
Filed2026-05-07
TMUS
17.16%T-MOBILE US INC
Shares4.3K
Event2026-03-31
Filed2026-05-07
LLY
-3.69%ELI LILLY & CO
Shares965
Event2026-03-31
Filed2026-05-07
WMB
6.34%WILLIAMS COS INC
Shares12.2K
Event2026-03-31
Filed2026-05-07
NEE
31.33%NEXTERA ENERGY INC
Shares9.5K
Event2026-03-31
Filed2026-05-07
LNG
7.94%CHENIERE ENERGY INC
Shares3.1K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
182.34%ALPHABET INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
MA
-29.56%MASTERCARD INCORPORATED
Shares1.7K
Event2026-03-31
Filed2026-05-07
CITIGROUP INC
2.71%CITIGROUP INC
Shares7.5K
Event2026-03-31
Filed2026-05-07
BAC
21.76%BANK AMERICA CORP
Shares16.2K
Event2026-03-31
Filed2026-05-07
RTX
-0.86%RTX CORPORATION
Shares4.1K
Event2026-03-31
Filed2026-05-07
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares4.0K
Event2026-03-31
Filed2026-05-07
SLB
48.55%SLB LIMITED
Shares14.8K
Event2026-03-31
Filed2026-05-07
PEP
24.03%PEPSICO INC
Shares4.9K
Event2026-03-31
Filed2026-05-07
COP
82.50%CONOCOPHILLIPS
Shares5.6K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
12.70%MERCK & CO INC
Shares6.0K
Event2026-03-31
Filed2026-05-07
CAT
2.28%CATERPILLAR INC
Shares986
Event2026-03-31
Filed2026-05-07
PLD
2.21%PROLOGIS INC.
Shares5.2K
Event2026-03-31
Filed2026-05-07
KO
-35.03%COCA COLA CO
Shares8.9K
Event2026-03-31
Filed2026-05-07
WFC
19.49%WELLS FARGO & CO
Shares8.5K
Event2026-03-31
Filed2026-05-07
SEAGATE TECHNOLOGY HLDNGS PL
-27.59%SEAGATE TECHNOLOGY HLDNGS PL
Shares1.7K
Event2026-03-31
Filed2026-05-07
ABNB
32.21%AIRBNB INC
Shares5.3K
Event2026-03-31
Filed2026-05-07
IGIB
19.54%ISHARES TR
Shares12.5K
Event2026-03-31
Filed2026-05-07
GLD
NewSPDR GOLD TR
Shares1.5K
Event2026-03-31
Filed2026-05-07
MCK
5.84%MCKESSON CORP
Shares743
Event2026-03-31
Filed2026-05-07
NOC
10.06%NORTHROP GRUMMAN CORP
Shares919
Event2026-03-31
Filed2026-05-07
HLT
-11.55%HILTON WORLDWIDE HLDGS INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
JCI
0.88%JOHNSON CONTROLS INTERNATION
Shares4.7K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
45.54%BERKSHIRE HATHAWAY INC DEL
Shares1.3K
Event2026-03-31
Filed2026-05-07
CB
2.55%CHUBB LTD SWITZ
Shares1.8K
Event2026-03-31
Filed2026-05-07
UBER
2.39%UBER TECHNOLOGIES INC
Shares7.9K
Event2026-03-31
Filed2026-05-07
TLT
40.18%ISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-05-07
NFLX
7.28%NETFLIX INC.
Shares5.8K
Event2026-03-31
Filed2026-05-07
IWD
NewISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-05-07
FCX
0.69%FREEPORT MCMORAN INC
Shares9.2K
Event2026-03-31
Filed2026-05-07
TDG
7.13%TRANSDIGM GROUP INC
Shares466
Event2026-03-31
Filed2026-05-07
SCHW
7.50%SCHWAB CHARLES CORP
Shares5.7K
Event2026-03-31
Filed2026-05-07
AMGN
-1.26%AMGEN INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
SHY
-1.28%ISHARES TR
Shares6.3K
Event2026-03-31
Filed2026-05-07
PFE
35.09%PFIZER INC
Shares18.5K
Event2026-03-31
Filed2026-05-07
TMO
2.40%THERMO FISHER SCIENTIFIC INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
KLAC
49.56%KLA CORP
Shares338
Event2026-03-31
Filed2026-05-07
DASH
0.49%DOORDASH INC
Shares3.3K
Event2026-03-31
Filed2026-05-07
BTI
19.16%BRITISH AMERN TOB PLC
Shares8.4K
Event2026-03-31
Filed2026-05-07
ENB
-14.55%ENBRIDGE INC
Shares9.0K
Event2026-03-31
Filed2026-05-07
MO
6.91%ALTRIA GROUP INC
Shares7.4K
Event2026-03-31
Filed2026-05-07
ALL
NewALLSTATE CORP
Shares2.3K
Event2026-03-31
Filed2026-05-07
GM
12.92%GENERAL MTRS CO
Shares6.4K
Event2026-03-31
Filed2026-05-07
LINDE PLC
23.93%LINDE PLC
Shares953
Event2026-03-31
Filed2026-05-07
COF
-2.39%CAPITAL ONE FINL CORP
Shares2.5K
Event2026-03-31
Filed2026-05-07
LUV
4.25%SOUTHWEST AIRLS CO
Shares11.8K
Event2026-03-31
Filed2026-05-07
TFC
-5.47%TRUIST FINL CORP
Shares9.5K
Event2026-03-31
Filed2026-05-07
GS
0.99%GOLDMAN SACHS GROUP INC
Shares510
Event2026-03-31
Filed2026-05-07
UNH
77.34%UNITEDHEALTH GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
DHR
6.36%DANAHER CORP DEL
Shares2.2K
Event2026-03-31
Filed2026-05-07
HD
-9.10%HOME DEPOT INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
AMAT
0.26%APPLIED MATLS INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
VLO
12.66%VALERO ENERGY CORP
Shares1.6K
Event2026-03-31
Filed2026-05-07
QCOM
2.48%QUALCOMM INC
Shares3.1K
Event2026-03-31
Filed2026-05-07
CRM
-1.42%SALESFORCE INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
PRU
-0.97%PRUDENTIAL FINL INC
Shares4.0K
Event2026-03-31
Filed2026-05-07
APD
NewAIR PRODUCTS AND CHEMICALS I
Shares1.3K
Event2026-03-31
Filed2026-05-07
SCHD
NewSCHWAB STRATEGIC TR
Shares12.4K
Event2026-03-31
Filed2026-05-07
CDNS
-7.15%CADENCE DESIGN SYSTEM INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
LOW
16.08%LOWES COS INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
BLACKROCK INC
-52.91%BLACKROCK INC
Shares388
Event2026-03-31
Filed2026-05-07
PH
1.50%PARKER-HANNIFIN CORP
Shares406
Event2026-03-31
Filed2026-05-07
MET
0.12%METLIFE INC
Shares5.1K
Event2026-03-31
Filed2026-05-07
ABT
-1.40%ABBOTT LABORATORIES
Shares3.5K
Event2026-03-31
Filed2026-05-07
INSM
-19.93%INSMED INC
Shares2.2K
Event2026-03-31
Filed2026-05-07
CTVA
1.29%CORTEVA INC
Shares4.2K
Event2026-03-31
Filed2026-05-07
SHW
2.61%SHERWIN WILLIAMS CO
Shares1.1K
Event2026-03-31
Filed2026-05-07
REGN
8.87%REGENERON PHARMACEUTICALS
Shares454
Event2026-03-31
Filed2026-05-07
KKR & CO INC
13.20%KKR & CO INC
Shares3.8K
Event2026-03-31
Filed2026-05-07
GENERAL DYNAMICS CORP
0.69%GENERAL DYNAMICS CORP
Shares1.0K
Event2026-03-31
Filed2026-05-07
WEC ENERGY GROUP INC
0.91%WEC ENERGY GROUP INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
EMN
NewEASTMAN CHEM CO
Shares4.4K
Event2026-03-31
Filed2026-05-07
APH
2.04%AMPHENOL CORP
Shares2.6K
Event2026-03-31
Filed2026-05-07
URI
28.32%UNITED RENTALS INC
Shares444
Event2026-03-31
Filed2026-05-07
ISRG
-63.51%INTUITIVE SURGICAL INC
Shares701
Event2026-03-31
Filed2026-05-07
PHM
8.88%PULTE GROUP INC
Shares2.7K
Event2026-03-31
Filed2026-05-07
PG
12.95%PROCTER & GAMBLE CO
Shares2.2K
Event2026-03-31
Filed2026-05-07
PPL
2.82%PPL CORP
Shares8.3K
Event2026-03-31
Filed2026-05-07
HSY
3.60%HERSHEY CO
Shares1.5K
Event2026-03-31
Filed2026-05-07
VONV
0.00%VANGUARD SCOTTSDALE FDS
Shares3.3K
Event2026-03-31
Filed2026-05-07
DE
-2.51%DEERE & CO
Shares544
Event2026-03-31
Filed2026-05-07
NRG
-10.31%NRG ENERGY INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
APOLLO GLOBAL MGMT INC
32.74%APOLLO GLOBAL MGMT INC
Shares2.7K
Event2026-03-31
Filed2026-05-07
MS
4.64%MORGAN STANLEY
Shares1.8K
Event2026-03-31
Filed2026-05-07
ORCL
85.99%ORACLE CORP
Shares2.0K
Event2026-03-31
Filed2026-05-07
USB
1.22%US BANCORP
Shares5.7K
Event2026-03-31
Filed2026-05-07
UPS
NewUNITED PARCEL SVCS INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
SNY
NewSANOFI SA
Shares5.9K
Event2026-03-31
Filed2026-05-07
IR
NewINGERSOLL RAND INC
Shares3.5K
Event2026-03-31
Filed2026-05-07
PAYX
NewPAYCHEX INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
MDLZ
NewMONDELEZ INTL INC
Shares4.8K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
6.24%BLACKSTONE INC
Shares2.4K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
NewGE AEROSPACE
Shares961
Event2026-03-31
Filed2026-05-07
GPC
3.17%GENUINE PARTS CO
Shares2.5K
Event2026-03-31
Filed2026-05-07
EMBJ
11.75%EMBRAER S.A.
Shares4.4K
Event2026-03-31
Filed2026-05-07
MUFG
15.42%MITSUBISHI UFJ FINANCIAL GRO
Shares15.2K
Event2026-03-31
Filed2026-05-07
IWV
0.00%ISHARES TR
Shares691
Event2026-03-31
Filed2026-05-07
TGT
NewTARGET CORP
Shares2.1K
Event2026-03-31
Filed2026-05-07
SCHX
NewSCHWAB STRATEGIC TR
Shares9.6K
Event2026-03-31
Filed2026-05-07
WELL
4.81%WELLTOWER INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
EQR
NewEQUITY RESIDENTIAL
Shares4.1K
Event2026-03-31
Filed2026-05-07
TOTALENERGIES SE
NewTOTALENERGIES SE
Shares2.7K
Event2026-03-31
Filed2026-05-07
BBVA
10.79%BANCO BILBAO VIZCAYA ARGENTA
Shares11.1K
Event2026-03-31
Filed2026-05-07
AEM
NewAGNICO EAGLE MINES LTD
Shares1.2K
Event2026-03-31
Filed2026-05-07
GFI
12.40%GOLD FIELDS LTD
Shares5.1K
Event2026-03-31
Filed2026-05-07
BVN
NewCOMPANIA DE MINAS BUENAVENTU
Shares6.3K
Event2026-03-31
Filed2026-05-07
EFA
8.30%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-07
BJ
NewBJS WHSL CLUB HLDGS INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
TIP
0.15%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-07
HDV
NewISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-07
BBY
-3.35%BEST BUY INC
Shares3.4K
Event2026-03-31
Filed2026-05-07
IWB
0.00%ISHARES TR
Shares605
Event2026-03-31
Filed2026-05-07
RYAAY
15.79%RYANAIR HOLDINGS PLC
Shares3.6K
Event2026-03-31
Filed2026-05-07
ALPS ETF TR
NewALPS ETF TR
Shares4.0K
Event2026-03-31
Filed2026-05-07
NVO
NewNOVO-NORDISK A S
Shares5.6K
Event2026-03-31
Filed2026-05-07
VEA
NewVANGUARD TAX-MANAGED FDS
Shares3.2K
Event2026-03-31
Filed2026-05-07
CLX
NewCLOROX CO DEL
Shares1.9K
Event2026-03-31
Filed2026-05-07
HMY
NewHARMONY GOLD MNG LTD
Shares10.9K
Event2026-03-31
Filed2026-05-07
SBSW
12.52%SIBANYE STILLWATER LTD
Shares13.3K
Event2026-03-31
Filed2026-05-07
CX
12.87%CEMEX SA EURO MTN BE 144A
Shares12.3K
Event2026-03-31
Filed2026-05-07
VNET
23.99%VNET GROUP INC
Shares16.8K
Event2026-03-31
Filed2026-05-07
SAN
-3.01%BANCO SANTANDER SA
Shares10.6K
Event2026-03-31
Filed2026-05-07
VLRS
NewCONTROLADORA VUELA COMP DE A
Shares13.8K
Event2026-03-31
Filed2026-05-07
CERS
0.00%CERUS CORP
Shares19.3K
Event2026-03-31
Filed2026-05-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available