Bingham Private Wealth, LLC Reduced Holdings in Q2 2025

Bingham Private Wealth, LLC

  • $105 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-403
- 23.43%
$274.35 - $599.47 $111K - $242K
1.32K $411M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.14K
- 11.62%
$91.43 - $91.74 $378K - $380K
31.5K $2.89B
ABBV
Abb Vie Inc.

Healthcare
-608
- 9.43%
$170.16 - $206.27 $103K - $125K
5.84K $1.08B
XOM
Exxon Mobil Corp

Energy
-37
- 0.31%
$99.93 - $119.04 $3.7K - $4.4K
12K $1.29B
PEP
Pepsico Inc

Consumer Defensive
-367
- 8.15%
$128.02 - $151.37 $47K - $55.6K
4.14K $546M
FDX
Fedex Corp

Industrials
-189
- 5.31%
$198.07 - $245.17 $37.4K - $46.3K
3.37K $766M
PGR
Progressive Corp

Financial Services
-241
- 15.97%
$255.27 - $288.74 $61.5K - $69.6K
1.27K $338M
MRK
Merck & Co., Inc.

Healthcare
-458
- 9.78%
$73.47 - $87.12 $33.6K - $39.9K
4.23K $335M
V
Visa Inc.

Financial Services
-293
- 6.48%
$308.27 - $373.31 $90.3K - $109K
4.23K $1.5B
BRBR
Bellring Brands, Inc.

Consumer Defensive
-139
- 3.08%
$57.26 - $78.92 $7.96K - $11K
4.37K $253M
UBER
Uber Technologies, Inc

Technology
-3.21K
- 29.29%
$64.62 - $93.3 $207K - $300K
7.75K $723M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-489
- 18.21%
$107.83 - $119.94 $52.7K - $58.7K
2.2K $237M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 5.19%
$483.48 - $539.8 $24.2K - $27K
914 $444M
ACN
Accenture PLC

Technology
-133
- 6.09%
$279.23 - $323.21 $37.1K - $43K
2.05K $613M
UPS
United Parcel Service Inc

Industrials
-317
- 10.39%
$91.92 - $110.2 $29.1K - $34.9K
2.73K $276M
TGT
Target Corp

Consumer Defensive
-413
- 16.16%
$88.76 - $105.77 $36.7K - $43.7K
2.14K $211M
LOW
Lowes Companies Inc

Consumer Cyclical
-153
- 9.0%
$210.83 - $235.28 $32.3K - $36K
1.55K $343M
MO
Altria Group, Inc.

Consumer Defensive
-626
- 7.17%
$55.56 - $60.91 $34.8K - $38.1K
8.11K $475M
PG
Procter & Gamble CO

Consumer Defensive
-146
- 6.73%
$157.66 - $172.39 $23K - $25.2K
2.03K $323M
AMGN
Amgen Inc

Healthcare
-1
- 0.07%
$262.28 - $309.85 $262 - $310
1.41K $393M
VZ
Verizon Communications Inc

Communication Services
-313
- 2.06%
$41.67 - $45.62 $13K - $14.3K
14.9K $645M
CPRT
Copart Inc

Consumer Cyclical
-3
- 0.05%
$47.72 - $63.84 $143 - $192
5.51K $271M
HSY
Hershey CO

Consumer Defensive
-176
- 10.64%
$151.29 - $173.13 $26.6K - $30.5K
1.48K $245M
WY
Weyerhaeuser CO

Real Estate
-15
- 0.16%
$24.69 - $29.48 $370 - $442
9.16K $235M
KMB
Kimberly Clark Corp

Consumer Defensive
-48
- 2.41%
$126.84 - $145.22 $6.09K - $6.97K
1.95K $251M
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 6.47%
$335.24 - $380.78 $28.5K - $32.4K
1.23K $450M
PFE
Pfizer Inc

Healthcare
-547
- 3.72%
$21.59 - $24.84 $11.8K - $13.6K
14.2K $343M
SHW
Sherwin Williams CO

Basic Materials
-62
- 4.54%
$313.51 - $363.51 $19.4K - $22.5K
1.31K $448M
BBY
Best Buy CO Inc

Consumer Cyclical
-48
- 1.25%
$56.17 - $75.73 $2.7K - $3.64K
3.79K $254M
MET
Metlife Inc

Financial Services
-325
- 5.83%
$68.42 - $82.49 $22.2K - $26.8K
5.25K $422M
AJG
Arthur J. Gallagher & Co.

Financial Services
-13
- 1.73%
$310.86 - $348.77 $4.04K - $4.53K
737 $236M
PRU
Prudential Financial Inc

Financial Services
-42
- 1.04%
$95.12 - $112.71 $4K - $4.73K
3.99K $428M
BAC
Bank Of America Corp

Financial Services
-2.26K
- 14.79%
$34.39 - $47.46 $77.6K - $107K
13K $615M
WEC
Wec Energy Group, Inc.

Utilities
-53
- 1.75%
$102.24 - $109.76 $5.42K - $5.82K
2.97K $309M
DHR
Danaher Corp

Healthcare
-29
- 1.87%
$174.64 - $205.16 $5.06K - $5.95K
1.52K $301M
TFC
Truist Financial Corp

Financial Services
-824
- 8.12%
$34.79 - $42.99 $28.7K - $35.4K
9.32K $401M
Cava Group Inc
-110
- 4.18%
N/A
2.52K $213M
MDT
Medtronic PLC

Healthcare
-66
- 2.66%
$80.68 - $88.86 $5.32K - $5.86K
2.41K $210M
ROP
Roper Technologies Inc

Industrials
-6
- 1.52%
$519.19 - $590.78 $3.12K - $3.54K
388 $220M
AIG
American International Group, Inc.

Financial Services
-26
- 0.46%
$77.56 - $87.72 $2.02K - $2.28K
5.64K $482M
KRP
Kimbell Royalty Partners, LP

Energy
-604
- 4.21%
$11.58 - $14.61 $6.99K - $8.82K
13.7K $192M
ENB
Enbridge Inc

Energy
-391
- 3.61%
$41.09 - $47.16 $16.1K - $18.4K
10.4K $473M
PANW
Palo Alto Networks Inc

Technology
-240
- 18.79%
$152.44 - $204.64 $36.6K - $49.1K
1.04K $212M
WMB
Williams Companies, Inc.

Energy
-665
- 5.45%
$54.33 - $62.87 $36.1K - $41.8K
11.5K $725M
CRBG
Corebridge Financial, Inc.

Financial Services
-1.7K
- 11.75%
$25.41 - $35.83 $43.2K - $60.9K
12.8K $453M
CRM
Salesforce, Inc.

Technology
-47
- 2.06%
$236.26 - $291.15 $11.1K - $13.7K
2.24K $610M
GPC
Genuine Parts CO

Consumer Cyclical
-65
- 2.62%
$105.54 - $129.09 $6.86K - $8.39K
2.41K $293M
IEF
Ishares Barclays

ETFs
-39
- 0.5%
$93.15 - $96.56 $3.63K - $3.77K
7.71K $738M
Linde PLC
-7
- 0.81%
N/A
858 $403M
Activity Summary
Buys All Purchases 70 New Holdings 12 Increased Positions 58 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bingham Private Wealth, LLC Portfolio

Follow Bingham Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bingham Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bingham Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email