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CIK: 0002063211
Total reported value
$145.3M
$145.3M
152 檔
10.0%
In Q1 2025, Bingham Private Wealth, LLC's U.S. equity holdings reached a combined market value of $145.3M, distributed across 152 disclosed stock positions.
In Q1 2025, Bingham Private Wealth, LLC displayed an active expansion posture, initiating 11 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.17% | +4.05% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.38% | -0.10% | -1.22% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | +0.20% | +4.34% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.62% | +1.30% | -13.80% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.16% | +0.09% | -4.09% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | -0.30% | +13.77% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.94% | +0.10% | +2.65% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | -0.58% | +8.20% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | -0.04% | -5.14% | |
| 10 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.77% | -0.03% | -1.41% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.73% | +0.04% | +1.48% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | +0.02% | +0.47% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.51% | +0.01% | -2.38% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.51% | — | -0.32% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -1.82% | EXIT | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.41% | +0.22% | +42.68% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.40% | +0.38% | -7.79% | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.35% | -0.28% | -2.76% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | -0.23% | -3.19% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.28% | -0.01% | +2.79% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | +0.01% | +1.32% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.21% | — | -6.65% | |
| 23 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.18% | -0.23% | +6.43% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.52% | +5.98% | |
| 25 | BN | Brookfield CORP | Stock-Financials | 1.13% | +0.05% | +4.84% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.35% | +2.14% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.99% | -0.07% | +0.05% | |
| 28 | CRH | CRH plc | Stock-Materials | 0.94% | -0.10% | -0.49% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.93% | +0.23% | -3.32% | |
| 30 | FDX | Fedex CORP | Stock-Industrials | 0.90% | -0.35% | +8.14% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.89% | -0.28% | +17.75% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | -0.03% | -15.26% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.08% | -7.39% | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.83% | +0.29% | +21.58% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.76% | +0.10% | +4.14% | |
| 36 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.76% | +0.08% | +19.00% | |
| 37 | WMB | Williams Cos Inc | Stock-Energy | 0.75% | -0.01% | +3.05% | |
| 38 | PWR | Quanta Services Inc | Stock-Industrials | 0.71% | -0.15% | -1.02% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.71% | -0.15% | +14.56% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | -0.02% | +59.35% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.70% | +0.17% | NEW | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.13% | +33.68% | |
| 43 | LNG | Cheniere Energy Inc | Stock-Energy | 0.70% | -0.11% | -0.07% | |
| 44 | SLB | Slb LTD | Stock-Energy | 0.69% | -0.05% | +10.98% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | +0.36% | +5.83% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.08% | +7.23% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.66% | +0.20% | +24.66% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | +0.02% | +9.37% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.10% | +3.12% | |
| 50 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.62% | -0.13% | +12.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +0.4% | +42.68% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +24.98% | Add |
| 3 | NOC | Northrop Grumman CORP | +0.3% | +105.96% | Add |
| 4 | UBER | Uber Technologies Inc | +0.3% | +21.58% | Add |
| 5 | AIG | American International Group | +0.3% | +70.92% | Add |
| 6 | TMUS | T-mobile US Inc | +0.2% | +6.43% | Add |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | +59.35% | Add |
| 8 | KO | Coca-cola Co/the | +0.2% | +37.11% | Add |
| 9 | PM | Philip Morris International | +0.2% | -6.65% | Trim |
| 10 | GILD | Gilead Sciences Inc | +0.2% | -2.76% | Trim |
| 11 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | +48.36% | Add |
| 12 | PEP | Pepsico Inc | +0.2% | +33.68% | Add |
| 13 | CVX | Chevron CORP | +0.1% | +2.14% | Add |
| 14 | VZ | Verizon Communications Inc | +0.1% | +14.56% | Add |
| 15 | AMGN | Amgen Inc | +0.1% | +27.65% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.47% | Add |
| 17 | NEE | Nextera Energy Inc | +0.1% | +46.41% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +7.23% | Add |
| 19 | IBM | Intl Business Machines CORP | +0.1% | -2.38% | Trim |
| 20 | KKR | Kkr & Co Inc | -0.1% | -2.19% | Trim |
| 21 | CRM | Salesforce Inc | -0.2% | +3.12% | Add |
| 22 | HD | Home Depot Inc | -0.2% | -19.00% | Trim |
| 23 | PWR | Quanta Services Inc | -0.2% | -1.02% | Trim |
| 24 | MRK | Merck & Co. Inc. | -0.2% | -23.87% | Trim |
| 25 | NVDA | Nvidia CORP | -0.2% | +13.77% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -40.60% | Trim |
| 27 | ORCL | Oracle CORP | -0.3% | -31.63% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -4.09% | Trim |
| 29 | QCOM | Qualcomm Inc | -0.3% | -47.00% | Trim |
| 30 | GOOGL | Alphabet Inc-cl A | -0.3% | +8.20% | Add |
| 31 | AMZN | Amazon.com Inc | -0.4% | +4.34% | Add |
| 32 | INTU | Intuit Inc | -0.4% | -59.31% | Trim |
| 33 | MSFT | Microsoft CORP | -0.5% | +4.05% | Add |
| 34 | TSLA | Tesla Inc | -0.8% | -15.26% | Trim |
| 35 | AVGO | Broadcom Inc | -0.8% | +2.65% | Add |
| 36 | AAPL | Apple Inc | -0.9% | -13.80% | Trim |
| 37 | TEL | TE Connectivity plc | — | EXIT | Sold out |
| 38 | DELL | Dell Technologies -c | — | NEW | New buy |
| 39 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 40 | COP | Conocophillips | — | NEW | New buy |
| 41 | SNY | Sanofi-adr | — | NEW | New buy |
| 42 | HSY | Hershey Co/the | — | NEW | New buy |
| 43 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 44 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 45 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 46 | PHM | Pultegroup Inc | — | NEW | New buy |
| 47 | IRM | Iron Mountain Inc | — | EXIT | Sold out |
| 48 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 49 | MDT | Medtronic plc | — | NEW | New buy |
| 50 | ZTS | Zoetis Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bingham Private Wealth, LLC reported a total U.S. public equity portfolio value of $145.3M across 152 disclosed positions in Q1 2025.
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, BIL, AMZN) accounted for 10.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
DELL
市值: $511.6K
Top Position Liquidated / Trimmed
TEL
前期市值: $519.3K
During Q1 2025, Bingham Private Wealth, LLC's top holdings by market value included MSFT (4.2%)、BIL (3.4%)、AMZN (2.6%). The largest single position, MSFT, represented 4.2% of total portfolio value.
In Q1 2025, Bingham Private Wealth, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 22 positions, trimming 14 holdings, and fully liquidating 3 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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