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BPW
Bingham Private Wealth Portfolio holdings
AUM
$126M
This Fund
S&P 500
This Quarter
Est. Return
+3.86%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$94M
AUM Growth
–
Cap. Flow
+$94.3M
Cap. Flow
% of AUM
100.29%
Top 10 Holdings %
Top 10 Hldgs %
28.05%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$4.39M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.3M |
| 3 |
Apple
AAPL
|
+$3.12M |
| 4 |
Amazon
AMZN
|
+$2.62M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.29M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.43% |
| 2 | Financials | 15.07% |
| 3 | Healthcare | 9.27% |
| 4 | Consumer Discretionary | 8.39% |
| 5 | Industrials | 6.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$2.91T
| $4.35M | 4.62% |
+10,312
| New | +$4.39M |
|
|
2
Apple
AAPL
$4.97T
| $3.31M | 3.52% |
+13,221
| New | +$3.12M |
|
|
3
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
| $3.3M | 3.51% |
+36,041
| New | +$3.3M |
|
|
4
Amazon
AMZN
$2.5T
| $2.81M | 2.99% |
+12,829
| New | +$2.62M |
|
5
Broadcom
AVGO
$1.8T
| $2.53M | 2.69% |
+10,907
| New | +$2.02M |
|
|
6
State Street SPDR S&P 500 ETF Trust
SPY
$780B
| $2.28M | 2.43% |
+3,890
| New | +$2.29M |
|
7
NVIDIA
NVDA
$4.77T
| $2.12M | 2.25% |
+15,767
| New | +$2.17M |
|
8
Alphabet (Google) Class A
GOOGL
$4.01T
| $2.08M | 2.22% |
+11,011
| New | +$1.93M |
|
9
JPMorgan Chase
JPM
$942B
| $1.81M | 1.93% |
+7,568
| New | +$1.76M |
|
10
Invesco Russell 1000 Equal Weight ETF
EQAL
$815M
| $1.77M | 1.89% |
+36,702
| New | +$1.82M |
|
11
iShares MBS ETF
MBB
$39.1B
| $1.61M | 1.71% |
+17,547
| New | +$1.63M |
|
12
Tesla
TSLA
$1.22T
| $1.51M | 1.6% |
+3,728
| New | +$1.2M |
|
13
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
| $1.44M | 1.53% |
+12,421
| New | +$1.45M |
|
14
Visa
V
$690B
| $1.42M | 1.51% |
+4,502
| New | +$1.35M |
|
15
Walmart Inc
WMT
$892B
| $1.37M | 1.46% |
+15,175
| New | +$1.32M |
|
16
IBM
IBM
$204B
| $1.33M | 1.41% |
+6,038
| New | +$1.34M |
|
17
AbbVie
ABBV
$461B
| $1.24M | 1.32% |
+6,993
| New | +$1.29M |
|
18
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
| $1.19M | 1.27% |
+23,022
| New | +$1.2M |
|
19
Mastercard
MA
$488B
| $1.16M | 1.23% |
+2,199
| New | +$1.14M |
|
20
Brookfield
BN
$103B
| $1.15M | 1.22% |
+29,906
| New | +$1.13M |
|
21
Gilead Sciences
GILD
$164B
| $1.11M | 1.18% |
+12,002
| New | +$1.08M |
|
22
Meta Platforms (Facebook)
META
$1.53T
| $1.09M | 1.16% |
+1,857
| New | +$1.09M |
|
23
ExxonMobil
XOM
$641B
| $1.03M | 1.1% |
+9,598
| New | +$1.12M |
|
24
Intuitive Surgical
ISRG
$128B
| $1.01M | 1.07% |
+1,928
| New | +$1M |
|
25
CRH
CRH
$67.7B
| $961K | 1.02% |
+10,384
| New | +$999K |
|
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Bingham Private Wealth's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Bingham Private Wealth, which disclosed 142 positions worth $94M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Microsoft: 10,312 shares worth $4.35M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Financials and Healthcare.
- Bingham Private Wealth's largest Q4 2024 buy was Microsoft: 10,312 shares worth $4.35M.
- Bingham Private Wealth's ten largest holdings make up 28% of its $94M portfolio in Q4 2024.
- Bingham Private Wealth disclosed 142 positions in Q4 2024, its first 13F filing on record.
Based on Bingham Private Wealth's 13F filing for Q4 2024, filed 5 May 2025.