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CIK: 0002063211
Total reported value
$145.3M
$145.3M
142 檔
11.2%
The Q4 2024 SEC filing reveals that Bingham Private Wealth, LLC held a total portfolio value of $145.3M, covering 142 public equity positions.
During Q4 2024, Bingham Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | -0.17% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.52% | +1.30% | — | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.51% | -0.10% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | +0.20% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.69% | +0.10% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.43% | +0.09% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | -0.30% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | -0.58% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | -0.04% | — | |
| 10 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.89% | -0.03% | — | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.71% | +0.04% | — | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.60% | -0.03% | — | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.53% | — | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.51% | +0.02% | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.46% | -0.23% | — | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.41% | +0.01% | — | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | +0.38% | — | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.27% | -0.01% | — | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | +0.01% | — | |
| 20 | BN | Brookfield CORP | Stock-Financials | 1.22% | +0.05% | — | |
| 21 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.18% | -0.28% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.52% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -1.82% | EXIT | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.07% | -0.07% | — | |
| 25 | CRH | CRH plc | Stock-Materials | 1.02% | -0.10% | — | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 1.02% | — | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.35% | — | |
| 28 | FDX | Fedex CORP | Stock-Industrials | 0.99% | -0.35% | — | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.98% | +0.22% | — | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.23% | — | |
| 31 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.94% | -0.23% | — | |
| 32 | PWR | Quanta Services Inc | Stock-Industrials | 0.92% | -0.15% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.08% | — | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.83% | +0.17% | NEW | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.81% | -0.28% | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.79% | -0.10% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.04% | — | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.73% | +0.10% | — | |
| 39 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.72% | +0.08% | — | |
| 40 | WMB | Williams Cos Inc | Stock-Energy | 0.68% | -0.01% | — | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | -0.31% | EXIT | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.06% | — | |
| 43 | LNG | Cheniere Energy Inc | Stock-Energy | 0.67% | -0.11% | — | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | +0.02% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | +0.06% | — | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.64% | — | — | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | +0.36% | — | |
| 48 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.62% | -0.13% | — | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.60% | -0.30% | EXIT | |
| 50 | SLB | Slb LTD | Stock-Energy | 0.59% | -0.05% | — |
According to official SEC Form 13F filings, Bingham Private Wealth, LLC reported a total U.S. public equity portfolio value of $145.3M across 142 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BIL) accounted for 11.2% of total reported equity market value during Q4 2024.
During Q4 2024, Bingham Private Wealth, LLC's top holdings by market value included MSFT (4.6%)、AAPL (3.5%)、BIL (3.5%). The largest single position, MSFT, represented 4.6% of total portfolio value.
In Q4 2024, Bingham Private Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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