13F-HR filed by BINGHAM PRIVATE WEALTH, LLC
BINGHAM PRIVATE WEALTH, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-05, with 152 holding rows worth $96,747,707.
- Accession
- 0001951757-25-000508
- 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 Q1 2025
A holdings report, 152 entries on the cover page, a total value of $96,747,707 stated on the cover page (in dollars after the unit check, H1), rows summing to $96,747,707 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 managerCapital Group
- included managerClearbridge
- included managerColumbia
- included managerDorseyWright
- included managerEquityCompass
- included managerJPMorgan
- included managerKayneAnderson
- included managerMadison
- included managerPrincipal
- included managerPutnam
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 | 10,730 | $4,027,935 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 35,603 | $3,265,863 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,386 | $2,546,820 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,396 | $2,531,574 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,731 | $2,087,488 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 17,938 | $1,944,120 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 11,196 | $1,874,546 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 11,914 | $1,842,381 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 7,179 | $1,761,009 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E420 | CMN | 36,184 | $1,710,056 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 17,807 | $1,669,940 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,523 | $1,585,131 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 5,894 | $1,465,602 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 12,381 | $1,462,630 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 11,996 | $1,426,684 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 22,103 | $1,363,976 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 6,448 | $1,350,985 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 11,671 | $1,307,736 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 14,691 | $1,289,723 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 23,665 | $1,239,336 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,228 | $1,221,211 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 7,403 | $1,175,078 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 4,273 | $1,139,652 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,968 | $1,134,276 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 20,901 | $1,095,421 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 6,534 | $1,093,073 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,929 | $955,376 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 10,333 | $908,994 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,720 | $900,850 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 3,559 | $867,613 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,300 | $861,419 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,159 | $818,686 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 990 | $817,651 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 10,962 | $798,691 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 7,745 | $738,641 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 6,168 | $736,829 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 12,212 | $729,789 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 2,720 | $691,370 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 15,221 | $690,425 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,380 | $686,688 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,183 | $681,183 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 4,505 | $675,480 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 2,918 | $675,225 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 16,033 | $670,179 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 708 | $660,465 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,901 | $647,049 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 2,088 | $637,425 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 15,260 | $636,800 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,284 | $612,934 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 2,642 | $601,187 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 7,914 | $566,801 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 588 | $556,287 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 6,962 | $544,985 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 4,114 | $544,940 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 7,655 | $543,428 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 10,303 | $541,114 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 8,734 | $524,215 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 6,306 | $521,695 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 543 | $513,939 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 964 | $513,407 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 5,613 | $511,625 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 5,558 | $505,945 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 358 | $495,218 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 6,885 | $494,274 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 5,661 | $492,167 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 2,705 | $485,006 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,313 | $481,201 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 10,836 | $480,143 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,367 | $477,343 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 898 | $459,785 | dollars as filed | |
| COREBRIDGE FINL INC COM | 21871X109 | Stock | 14,462 | $456,565 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 4,028 | $449,847 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 5,572 | $447,376 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,408 | $438,662 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,509 | $427,062 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 5,969 | $423,142 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,685 | $420,526 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 3,152 | $418,113 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 10,147 | $417,549 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 5,666 | $416,451 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 3,573 | $413,075 | dollars as filed | |
| Linde plc | G54950103 | COM | 865 | $402,779 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,700 | $396,491 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 576 | $387,642 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 14,699 | $372,473 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,171 | $369,982 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 3,503 | $367,885 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 669 | $365,468 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 4,472 | $358,252 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,149 | $356,734 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 10,493 | $352,355 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 6,088 | $337,640 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 4,507 | $335,591 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,050 | $335,470 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,183 | $335,331 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 3,021 | $329,229 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 3,870 | $319,430 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,552 | $318,160 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 944 | $318,052 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 5,516 | $312,150 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 930 | $306,714 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 2,686 | $306,473 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 3,203 | $305,758 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 2,206 | $302,090 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 2,478 | $295,229 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,103 | $294,020 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 4,153 | $293,991 | dollars as filed | |
| GAMING & LEISURE P COM | 36467J108 | REIT | 5,667 | $288,450 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 943 | $288,115 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 2,051 | $286,689 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 1,993 | $283,444 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,654 | $282,884 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 3,839 | $282,589 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 457 | $277,787 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 1,017 | $273,003 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 3,198 | $271,670 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 7,519 | $271,511 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 987 | $269,036 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 9,175 | $268,644 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 187 | $267,892 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 2,556 | $266,744 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,046 | $266,029 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 6,942 | $262,824 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 819 | $260,147 | dollars as filed | |
| Deere & Company | 244199105 | COM | 552 | $259,081 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 3,818 | $259,051 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 750 | $258,930 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 5,469 | $257,207 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 2,472 | $254,122 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 2,244 | $250,857 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 3,270 | $249,468 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 3,046 | $243,771 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 389 | $238,842 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 6,395 | $235,976 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 376 | $235,639 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 5,551 | $234,363 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 394 | $232,295 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 2,634 | $227,604 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 2,446 | $224,714 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 2,477 | $222,583 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 753 | $222,075 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 719 | $220,546 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 901 | $219,871 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 1,972 | $219,069 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,277 | $217,907 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,867 | $217,823 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 1,229 | $202,355 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 1,651 | $201,439 | dollars as filed | |
| KIMBELL RTY PARTNERS LP | 49435R102 | UNIT | 14,345 | $200,830 | dollars as filed | |
| Up Fintech Holding Ltd | 91531W106 | COM | 10,533 | $90,478 | dollars as filed | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 10,503 | $86,125 | dollars as filed | |
| CERUS CORP | 157085101 | COM | 19,250 | $26,758 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000508 | this filing | 2025-05-05 | acceptance time not in the bulk data set |