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%
Stock Holdings
NVDA
NVIDIA CORPORATION
3.21%
Shares26.7K
Event2026-03-31
Filed2026-05-07
AMZN
AMAZON COM INC
16.36%
Shares20.5K
Event2026-03-31
Filed2026-05-07
MSFT
MICROSOFT CORP
-32.32%
Shares11.5K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
ALPHABET INC
12.66%
Shares13.3K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
BROADCOM INC
2.89%
Shares11.1K
Event2026-03-31
Filed2026-05-07
SPY
STATE STR SPDR S&P 500 ETF T
33.93%
Shares5.2K
Event2026-03-31
Filed2026-05-07
AAPL
APPLE INC
-27.39%
Shares12.3K
Event2026-03-31
Filed2026-05-07
BIL
SPDR SERIES TRUST
0.59%
Shares31.1K
Event2026-03-31
Filed2026-05-07
EQAL
INVESCO EXCH TRADED FD TR II
-0.21%
Shares45.1K
Event2026-03-31
Filed2026-05-07
XOM
EXXON MOBIL CORP
14.06%
Shares13.5K
Event2026-03-31
Filed2026-05-07
CSCO
CISCO SYS INC
11.43%
Shares26.3K
Event2026-03-31
Filed2026-05-07
IEI
ISHARES TR
9.98%
Shares17.0K
Event2026-03-31
Filed2026-05-07
ASML
ASML HLDG NV
7.33%
Shares1.4K
Event2026-03-31
Filed2026-05-07
JPM
JPMORGAN CHASE & CO
-1.28%
Shares6.2K
Event2026-03-31
Filed2026-05-07
GILD
GILEAD SCIENCES INC
3.43%
Shares11.9K
Event2026-03-31
Filed2026-05-07
META
META PLATFORMS INC
16.46%
Shares2.7K
Event2026-03-31
Filed2026-05-07
BN
BROOKFIELD CORP
3.21%
Shares37.5K
Event2026-03-31
Filed2026-05-07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
85.03%
Shares4.5K
Event2026-03-31
Filed2026-05-07
IBM
INTERNATIONAL BUSINESS MACHS
2.50%
Shares6.2K
Event2026-03-31
Filed2026-05-07
MBB
ISHARES TR
-0.30%
Shares15.9K
Event2026-03-31
Filed2026-05-07
CVX
CHEVRON CORPORATION
4.94%
Shares7.3K
Event2026-03-31
Filed2026-05-07
V
VISA INC
9.99%
Shares4.8K
Event2026-03-31
Filed2026-05-07
PM
PHILIP MORRIS INTL INC
12.84%
Shares8.6K
Event2026-03-31
Filed2026-05-07
WMT
WALMART INC
-25.14%
Shares11.2K
Event2026-03-31
Filed2026-05-07
ABBV
ABBVIE INC
27.60%
Shares6.4K
Event2026-03-31
Filed2026-05-07
IGSB
ISHARES TR
9.38%
Shares26.3K
Event2026-03-31
Filed2026-05-07
PWR
QUANTA SVCS INC
0.16%
Shares2.5K
Event2026-03-31
Filed2026-05-07
GEV
GE VERNOVA INC
12.67%
Shares1.5K
Event2026-03-31
Filed2026-05-07
COST
COSTCO WHOLESALE CORPORATION
86.27%
Shares1.2K
Event2026-03-31
Filed2026-05-07
FDX
FEDEX CORP
2.52%
Shares3.2K
Event2026-03-31
Filed2026-05-07
IEF
ISHARES TR
9.67%
Shares11.2K
Event2026-03-31
Filed2026-05-07
JNJ
JOHNSON & JOHNSON
-49.93%
Shares4.3K
Event2026-03-31
Filed2026-05-07
CRH PLC
CRH PLC
-0.56%
Shares10.0K
Event2026-03-31
Filed2026-05-07
TSLA
TESLA INC
-8.08%
Shares2.8K
Event2026-03-31
Filed2026-05-07
DELL
DELL TECHNOLOGIES INC
2.52%
Shares5.8K
Event2026-03-31
Filed2026-05-07
VZ
VERIZON COMMUNICATIONS INC
34.62%
Shares18.4K
Event2026-03-31
Filed2026-05-07
TMUS
T-MOBILE US INC
17.16%
Shares4.3K
Event2026-03-31
Filed2026-05-07
LLY
ELI LILLY & CO
-3.69%
Shares965
Event2026-03-31
Filed2026-05-07
WMB
WILLIAMS COS INC
6.34%
Shares12.2K
Event2026-03-31
Filed2026-05-07
NEE
NEXTERA ENERGY INC
31.33%
Shares9.5K
Event2026-03-31
Filed2026-05-07
LNG
CHENIERE ENERGY INC
7.94%
Shares3.1K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
ALPHABET INC
182.34%
Shares3.0K
Event2026-03-31
Filed2026-05-07
MA
MASTERCARD INCORPORATED
-29.56%
Shares1.7K
Event2026-03-31
Filed2026-05-07
CITIGROUP INC
CITIGROUP INC
2.71%
Shares7.5K
Event2026-03-31
Filed2026-05-07
BAC
BANK AMERICA CORP
21.76%
Shares16.2K
Event2026-03-31
Filed2026-05-07
RTX
RTX CORPORATION
-0.86%
Shares4.1K
Event2026-03-31
Filed2026-05-07
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares4.0K
Event2026-03-31
Filed2026-05-07
SLB
SLB LIMITED
48.55%
Shares14.8K
Event2026-03-31
Filed2026-05-07
PEP
PEPSICO INC
24.03%
Shares4.9K
Event2026-03-31
Filed2026-05-07
COP
CONOCOPHILLIPS
82.50%
Shares5.6K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
MERCK & CO INC
12.70%
Shares6.0K
Event2026-03-31
Filed2026-05-07
CAT
CATERPILLAR INC
2.28%
Shares986
Event2026-03-31
Filed2026-05-07
PLD
PROLOGIS INC.
2.21%
Shares5.2K
Event2026-03-31
Filed2026-05-07
KO
COCA COLA CO
-35.03%
Shares8.9K
Event2026-03-31
Filed2026-05-07
WFC
WELLS FARGO & CO
19.49%
Shares8.5K
Event2026-03-31
Filed2026-05-07
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-27.59%
Shares1.7K
Event2026-03-31
Filed2026-05-07
ABNB
AIRBNB INC
32.21%
Shares5.3K
Event2026-03-31
Filed2026-05-07
IGIB
ISHARES TR
19.54%
Shares12.5K
Event2026-03-31
Filed2026-05-07
GLD
SPDR GOLD TR
New
Shares1.5K
Event2026-03-31
Filed2026-05-07
MCK
MCKESSON CORP
5.84%
Shares743
Event2026-03-31
Filed2026-05-07
NOC
NORTHROP GRUMMAN CORP
10.06%
Shares919
Event2026-03-31
Filed2026-05-07
HLT
HILTON WORLDWIDE HLDGS INC
-11.55%
Shares2.0K
Event2026-03-31
Filed2026-05-07
JCI
JOHNSON CONTROLS INTERNATION
0.88%
Shares4.7K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
45.54%
Shares1.3K
Event2026-03-31
Filed2026-05-07
CB
CHUBB LTD SWITZ
2.55%
Shares1.8K
Event2026-03-31
Filed2026-05-07
UBER
UBER TECHNOLOGIES INC
2.39%
Shares7.9K
Event2026-03-31
Filed2026-05-07
TLT
ISHARES TR
40.18%
Shares6.5K
Event2026-03-31
Filed2026-05-07
NFLX
NETFLIX INC.
7.28%
Shares5.8K
Event2026-03-31
Filed2026-05-07
IWD
ISHARES TR
New
Shares2.5K
Event2026-03-31
Filed2026-05-07
FCX
FREEPORT MCMORAN INC
0.69%
Shares9.2K
Event2026-03-31
Filed2026-05-07
TDG
TRANSDIGM GROUP INC
7.13%
Shares466
Event2026-03-31
Filed2026-05-07
SCHW
SCHWAB CHARLES CORP
7.50%
Shares5.7K
Event2026-03-31
Filed2026-05-07
AMGN
AMGEN INC
-1.26%
Shares1.5K
Event2026-03-31
Filed2026-05-07
SHY
ISHARES TR
-1.28%
Shares6.3K
Event2026-03-31
Filed2026-05-07
PFE
PFIZER INC
35.09%
Shares18.5K
Event2026-03-31
Filed2026-05-07
TMO
THERMO FISHER SCIENTIFIC INC
2.40%
Shares1.0K
Event2026-03-31
Filed2026-05-07
KLAC
KLA CORP
49.56%
Shares338
Event2026-03-31
Filed2026-05-07
DASH
DOORDASH INC
0.49%
Shares3.3K
Event2026-03-31
Filed2026-05-07
BTI
BRITISH AMERN TOB PLC
19.16%
Shares8.4K
Event2026-03-31
Filed2026-05-07
ENB
ENBRIDGE INC
-14.55%
Shares9.0K
Event2026-03-31
Filed2026-05-07
MO
ALTRIA GROUP INC
6.91%
Shares7.4K
Event2026-03-31
Filed2026-05-07
ALL
ALLSTATE CORP
New
Shares2.3K
Event2026-03-31
Filed2026-05-07
GM
GENERAL MTRS CO
12.92%
Shares6.4K
Event2026-03-31
Filed2026-05-07
LINDE PLC
LINDE PLC
23.93%
Shares953
Event2026-03-31
Filed2026-05-07
COF
CAPITAL ONE FINL CORP
-2.39%
Shares2.5K
Event2026-03-31
Filed2026-05-07
LUV
SOUTHWEST AIRLS CO
4.25%
Shares11.8K
Event2026-03-31
Filed2026-05-07
TFC
TRUIST FINL CORP
-5.47%
Shares9.5K
Event2026-03-31
Filed2026-05-07
GS
GOLDMAN SACHS GROUP INC
0.99%
Shares510
Event2026-03-31
Filed2026-05-07
UNH
UNITEDHEALTH GROUP INC
77.34%
Shares1.6K
Event2026-03-31
Filed2026-05-07
DHR
DANAHER CORP DEL
6.36%
Shares2.2K
Event2026-03-31
Filed2026-05-07
HD
HOME DEPOT INC
-9.10%
Shares1.2K
Event2026-03-31
Filed2026-05-07
AMAT
APPLIED MATLS INC
0.26%
Shares1.2K
Event2026-03-31
Filed2026-05-07
VLO
VALERO ENERGY CORP
12.66%
Shares1.6K
Event2026-03-31
Filed2026-05-07
QCOM
QUALCOMM INC
2.48%
Shares3.1K
Event2026-03-31
Filed2026-05-07
CRM
SALESFORCE INC
-1.42%
Shares2.1K
Event2026-03-31
Filed2026-05-07
PRU
PRUDENTIAL FINL INC
-0.97%
Shares4.0K
Event2026-03-31
Filed2026-05-07
APD
AIR PRODUCTS AND CHEMICALS I
New
Shares1.3K
Event2026-03-31
Filed2026-05-07
SCHD
SCHWAB STRATEGIC TR
New
Shares12.4K
Event2026-03-31
Filed2026-05-07
CDNS
CADENCE DESIGN SYSTEM INC
-7.15%
Shares1.4K
Event2026-03-31
Filed2026-05-07
LOW
LOWES COS INC
16.08%
Shares1.6K
Event2026-03-31
Filed2026-05-07
BLACKROCK INC
BLACKROCK INC
-52.91%
Shares388
Event2026-03-31
Filed2026-05-07
PH
PARKER-HANNIFIN CORP
1.50%
Shares406
Event2026-03-31
Filed2026-05-07
MET
METLIFE INC
0.12%
Shares5.1K
Event2026-03-31
Filed2026-05-07
ABT
ABBOTT LABORATORIES
-1.40%
Shares3.5K
Event2026-03-31
Filed2026-05-07
INSM
INSMED INC
-19.93%
Shares2.2K
Event2026-03-31
Filed2026-05-07
CTVA
CORTEVA INC
1.29%
Shares4.2K
Event2026-03-31
Filed2026-05-07
SHW
SHERWIN WILLIAMS CO
2.61%
Shares1.1K
Event2026-03-31
Filed2026-05-07
REGN
REGENERON PHARMACEUTICALS
8.87%
Shares454
Event2026-03-31
Filed2026-05-07
KKR & CO INC
KKR & CO INC
13.20%
Shares3.8K
Event2026-03-31
Filed2026-05-07
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.69%
Shares1.0K
Event2026-03-31
Filed2026-05-07
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.91%
Shares3.0K
Event2026-03-31
Filed2026-05-07
EMN
EASTMAN CHEM CO
New
Shares4.4K
Event2026-03-31
Filed2026-05-07
APH
AMPHENOL CORP
2.04%
Shares2.6K
Event2026-03-31
Filed2026-05-07
URI
UNITED RENTALS INC
28.32%
Shares444
Event2026-03-31
Filed2026-05-07
ISRG
INTUITIVE SURGICAL INC
-63.51%
Shares701
Event2026-03-31
Filed2026-05-07
PHM
PULTE GROUP INC
8.88%
Shares2.7K
Event2026-03-31
Filed2026-05-07
PG
PROCTER & GAMBLE CO
12.95%
Shares2.2K
Event2026-03-31
Filed2026-05-07
PPL
PPL CORP
2.82%
Shares8.3K
Event2026-03-31
Filed2026-05-07
HSY
HERSHEY CO
3.60%
Shares1.5K
Event2026-03-31
Filed2026-05-07
VONV
VANGUARD SCOTTSDALE FDS
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-07
DE
DEERE & CO
-2.51%
Shares544
Event2026-03-31
Filed2026-05-07
NRG
NRG ENERGY INC
-10.31%
Shares2.1K
Event2026-03-31
Filed2026-05-07
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
32.74%
Shares2.7K
Event2026-03-31
Filed2026-05-07
MS
MORGAN STANLEY
4.64%
Shares1.8K
Event2026-03-31
Filed2026-05-07
ORCL
ORACLE CORP
85.99%
Shares2.0K
Event2026-03-31
Filed2026-05-07
USB
US BANCORP
1.22%
Shares5.7K
Event2026-03-31
Filed2026-05-07
UPS
UNITED PARCEL SVCS INC
New
Shares3.0K
Event2026-03-31
Filed2026-05-07
SNY
SANOFI SA
New
Shares5.9K
Event2026-03-31
Filed2026-05-07
IR
INGERSOLL RAND INC
New
Shares3.5K
Event2026-03-31
Filed2026-05-07
PAYX
PAYCHEX INC
New
Shares3.0K
Event2026-03-31
Filed2026-05-07
MDLZ
MONDELEZ INTL INC
New
Shares4.8K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
BLACKSTONE INC
6.24%
Shares2.4K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
GE AEROSPACE
New
Shares961
Event2026-03-31
Filed2026-05-07
GPC
GENUINE PARTS CO
3.17%
Shares2.5K
Event2026-03-31
Filed2026-05-07
EMBJ
EMBRAER S.A.
11.75%
Shares4.4K
Event2026-03-31
Filed2026-05-07
MUFG
MITSUBISHI UFJ FINANCIAL GRO
15.42%
Shares15.2K
Event2026-03-31
Filed2026-05-07
IWV
ISHARES TR
0.00%
Shares691
Event2026-03-31
Filed2026-05-07
TGT
TARGET CORP
New
Shares2.1K
Event2026-03-31
Filed2026-05-07
SCHX
SCHWAB STRATEGIC TR
New
Shares9.6K
Event2026-03-31
Filed2026-05-07
WELL
WELLTOWER INC
4.81%
Shares1.2K
Event2026-03-31
Filed2026-05-07
EQR
EQUITY RESIDENTIAL
New
Shares4.1K
Event2026-03-31
Filed2026-05-07
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares2.7K
Event2026-03-31
Filed2026-05-07
BBVA
BANCO BILBAO VIZCAYA ARGENTA
10.79%
Shares11.1K
Event2026-03-31
Filed2026-05-07
AEM
AGNICO EAGLE MINES LTD
New
Shares1.2K
Event2026-03-31
Filed2026-05-07
GFI
GOLD FIELDS LTD
12.40%
Shares5.1K
Event2026-03-31
Filed2026-05-07
BVN
COMPANIA DE MINAS BUENAVENTU
New
Shares6.3K
Event2026-03-31
Filed2026-05-07
EFA
ISHARES TR
8.30%
Shares2.3K
Event2026-03-31
Filed2026-05-07
BJ
BJS WHSL CLUB HLDGS INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-07
TIP
ISHARES TR
0.15%
Shares2.0K
Event2026-03-31
Filed2026-05-07
HDV
ISHARES TR
New
Shares1.6K
Event2026-03-31
Filed2026-05-07
BBY
BEST BUY INC
-3.35%
Shares3.4K
Event2026-03-31
Filed2026-05-07
IWB
ISHARES TR
0.00%
Shares605
Event2026-03-31
Filed2026-05-07
RYAAY
RYANAIR HOLDINGS PLC
15.79%
Shares3.6K
Event2026-03-31
Filed2026-05-07
ALPS ETF TR
ALPS ETF TR
New
Shares4.0K
Event2026-03-31
Filed2026-05-07
NVO
NOVO-NORDISK A S
New
Shares5.6K
Event2026-03-31
Filed2026-05-07
VEA
VANGUARD TAX-MANAGED FDS
New
Shares3.2K
Event2026-03-31
Filed2026-05-07
CLX
CLOROX CO DEL
New
Shares1.9K
Event2026-03-31
Filed2026-05-07
HMY
HARMONY GOLD MNG LTD
New
Shares10.9K
Event2026-03-31
Filed2026-05-07
SBSW
SIBANYE STILLWATER LTD
12.52%
Shares13.3K
Event2026-03-31
Filed2026-05-07
CX
CEMEX SA EURO MTN BE 144A
12.87%
Shares12.3K
Event2026-03-31
Filed2026-05-07
VNET
VNET GROUP INC
23.99%
Shares16.8K
Event2026-03-31
Filed2026-05-07
SAN
BANCO SANTANDER SA
-3.01%
Shares10.6K
Event2026-03-31
Filed2026-05-07
VLRS
CONTROLADORA VUELA COMP DE A
New
Shares13.8K
Event2026-03-31
Filed2026-05-07
CERS
CERUS CORP
0.00%
Shares19.3K
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available