13F-HR filed by BINGHAM PRIVATE WEALTH, LLC
BINGHAM PRIVATE WEALTH, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-05-05, with 142 holding rows worth $93,983,881.
- Accession
- 0001951757-25-000507
- Filer
- CIK 2063211
- Filed
- 2025-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 142 entries on the cover page, a total value of $93,983,881 stated on the cover page (in dollars after the unit check, H1), rows summing to $93,983,881 with VALUE read as dollars as filed, 13F file number 028-25532. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerColumbia
- included managerJPMorgan
- included managerCapital Group
- included managerClearbridge
- included managerPrincipal
- included managerEquityCompass
- included managerPutnam
- included managerDorseyWright
- included managerMadison
- included managerKayneAnderson
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 10,312 | $4,346,508 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,221 | $3,310,947 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 36,041 | $3,295,229 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 12,829 | $2,814,554 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 10,907 | $2,528,679 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,890 | $2,279,851 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 15,767 | $2,117,350 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 11,011 | $2,084,382 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 7,568 | $1,814,125 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E420 | CMN | 36,702 | $1,772,707 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 17,547 | $1,608,709 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,728 | $1,505,516 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 12,421 | $1,435,247 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,502 | $1,422,812 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 15,175 | $1,371,061 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 6,038 | $1,327,334 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 6,993 | $1,242,656 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 23,022 | $1,190,237 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,199 | $1,157,927 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 19,937 | $1,145,381 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 12,002 | $1,108,625 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,857 | $1,087,292 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,598 | $1,032,457 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,928 | $1,006,339 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 10,384 | $960,728 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 7,930 | $954,376 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 6,397 | $926,541 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 3,291 | $925,857 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 15,491 | $917,067 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,779 | $899,925 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 4,015 | $886,231 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 2,748 | $868,505 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,069 | $825,268 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,220 | $780,974 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,104 | $765,160 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,215 | $740,541 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,623 | $735,673 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 7,437 | $687,551 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 5,183 | $681,098 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 11,850 | $641,322 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 4,119 | $632,761 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,621 | $630,553 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 2,920 | $627,420 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 13,953 | $613,234 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,154 | $612,200 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 956 | $600,846 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 669 | $596,293 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 2,358 | $582,803 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 550 | $563,810 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 14,447 | $553,898 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,675 | $550,958 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 9,016 | $543,845 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 3,653 | $540,315 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 589 | $539,683 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 10,401 | $535,756 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 13,286 | $531,307 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 4,474 | $530,303 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,638 | $526,128 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 3,632 | $519,267 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 6,334 | $519,261 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 3,076 | $512,585 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,370 | $512,442 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 5,676 | $464,751 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 6,596 | $464,292 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 6,268 | $463,895 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 10,933 | $463,887 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 6,467 | $454,242 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 866 | $450,519 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 8,514 | $445,197 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,305 | $443,609 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,782 | $437,653 | dollars as filed | |
| COREBRIDGE FINL INC COM | 21871X109 | Stock | 14,462 | $432,848 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 4,938 | $431,236 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 792 | $426,738 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 2,319 | $413,524 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 326 | $413,133 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,660 | $409,688 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 2,438 | $402,660 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,994 | $393,795 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,299 | $385,427 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 2,234 | $385,186 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 5,772 | $359,365 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 9,369 | $351,619 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,507 | $345,932 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 938 | $340,269 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 4,507 | $339,557 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,992 | $338,425 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 915 | $337,955 | dollars as filed | |
| Linde plc | G54950103 | COM | 799 | $334,517 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,393 | $333,777 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 3,844 | $329,815 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 574 | $328,684 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 4,097 | $323,376 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 7,267 | $315,242 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 3,870 | $314,438 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,156 | $304,594 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 9,000 | $302,580 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,384 | $300,622 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 517 | $294,643 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,003 | $293,608 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,077 | $292,280 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 3,075 | $289,173 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 2,550 | $287,640 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,103 | $287,486 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 4,182 | $282,369 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 2,465 | $278,767 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 819 | $273,751 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 2,010 | $271,806 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 4,728 | $271,340 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 903 | $271,315 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 10,107 | $268,139 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,002 | $262,342 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 9,175 | $258,276 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 402 | $255,684 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 2,808 | $253,338 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 3,819 | $250,221 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 4,180 | $249,671 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 1,875 | $241,162 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 3,312 | $241,114 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 977 | $240,547 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 2,237 | $236,451 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 2,241 | $235,552 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 4,901 | $234,415 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,282 | $233,273 | dollars as filed | |
| KIMBELL RTY PARTNERS LP | 49435R102 | UNIT | 14,345 | $232,819 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 719 | $231,633 | dollars as filed | |
| Deere & Company | 244199105 | COM | 544 | $230,493 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 792 | $229,712 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 326 | $229,647 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 2,515 | $227,507 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 3,270 | $225,761 | dollars as filed | |
| GAMING & LEISURE P COM | 36467J108 | REIT | 4,669 | $224,859 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 4,165 | $221,870 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,761 | $221,393 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 1,860 | $217,174 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 6,492 | $210,730 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 1,971 | $210,010 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 176 | $208,701 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 2,309 | $206,309 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 966 | $205,188 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 436 | $204,610 | dollars as filed | |
| CERUS CORP | 157085101 | COM | 19,250 | $29,645 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000507 | this filing | 2025-05-05 | acceptance time not in the bulk data set |