Bingham Private Wealth, LLC Portfolio Holdings

Bingham Private Wealth, LLC

  • $96.7 Billion
  • Q1 2025

Bingham Private Wealth, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $96.7 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $4.03B, Spdr Bloomberg 1 3 Month T Bil with a value of $3.27B, Amazon Com Inc with a value of $2.55B, Apple Inc. with a value of $2.53B, and Spdr S&P 500 ETF Trust with a value of $2.09B.

Examining the 13F form we can see an increase of $2.76B in the current position value, from $94B to 96.7B. Also it can be appreciated an additional of 13 stocks purchases and 3 closed positions.

Bingham Private Wealth, LLC is based out at San Francisco, CA

Below you can find more details about Bingham Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $96.7 Billion
Technology: $19 Billion
ETFs: $15 Billion
Financial Services: $13.1 Billion
Healthcare: $10.5 Billion
Consumer Cyclical: $7.25 Billion
Consumer Defensive: $6.89 Billion
Industrials: $6.54 Billion
Communication Services: $5.7 Billion
Other: $9.95 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$4.03 Billion 4.16% of portfolio
10,730
Q1 2025 Added 4.05%
$0
$3.27 Billion 3.38% of portfolio
35,603
Q1 2025 Reduced 1.22%
$1.9T
$2.55 Billion 2.63% of portfolio
13,386
Q1 2025 Added 4.34%
$3.2T
$2.53 Billion 2.62% of portfolio
11,396
Q1 2025 Reduced 13.8%
$0
$2.09 Billion 2.16% of portfolio
3,731
Q1 2025 Reduced 4.09%
$284B
$1.94 Billion 2.01% of portfolio
17,938
Q1 2025 Added 13.77%
$81.3B
$1.87 Billion 1.94% of portfolio
11,196
Q1 2025 Added 2.65%
$957B
$1.84 Billion 1.9% of portfolio
11,914
Q1 2025 Added 8.2%
$741B
$1.76 Billion 1.82% of portfolio
7,179
Q1 2025 Reduced 5.14%
$0
$1.71 Billion 1.77% of portfolio
36,184
Q1 2025 Reduced 1.41%
$0
$1.67 Billion 1.73% of portfolio
17,807
Q1 2025 Added 1.48%
$570B
$1.59 Billion 1.64% of portfolio
4,523
Q1 2025 Added 0.47%
$0
$1.46 Billion 1.51% of portfolio
12,381
Q1 2025 Reduced 0.32%
$223B
$1.47 Billion 1.51% of portfolio
5,894
Q1 2025 Reduced 2.38%
$430B
$1.43 Billion 1.47% of portfolio
11,996
Q1 2025 Added 24.98%
$244B
$1.36 Billion 1.41% of portfolio
22,103
Q1 2025 Added 42.68%
$129B
$1.31 Billion 1.35% of portfolio
11,671
Q1 2025 Reduced 2.76%
$270B
$1.29 Billion 1.33% of portfolio
14,691
Q1 2025 Reduced 3.19%
$0
$1.24 Billion 1.28% of portfolio
23,665
Q1 2025 Added 2.79%
$535B
$1.22 Billion 1.26% of portfolio
2,228
Q1 2025 Added 1.32%
$268B
$1.18 Billion 1.21% of portfolio
7,403
Q1 2025 Reduced 6.65%
$309B
$1.14 Billion 1.18% of portfolio
4,273
Q1 2025 Added 6.43%
$1.25T
$1.13 Billion 1.17% of portfolio
1,968
Q1 2025 Added 5.98%
$265B
$1.09 Billion 1.13% of portfolio
6,534
Q1 2025 Added 2.14%
Brookfield Corp
-
$1.1 Billion 1.13% of portfolio
-
Q1 2025 Added 4.84%
$188B
$955 Million 0.99% of portfolio
1,929
Q1 2025 Added 0.05%
$23.9B
$909 Million 0.94% of portfolio
-
Q1 2025 Reduced 0.49%
$379B
$901 Million 0.93% of portfolio
1,720
Q1 2025 Reduced 3.32%
$56.5B
$868 Million 0.9% of portfolio
3,559
Q1 2025 Added 8.14%
$271B
$861 Million 0.89% of portfolio
1,300
Q1 2025 Added 17.75%
$885B
$819 Million 0.85% of portfolio
3,159
Q1 2025 Reduced 15.26%
$781B
$818 Million 0.85% of portfolio
990
Q1 2025 Reduced 7.39%
$169B
$799 Million 0.83% of portfolio
10,962
Q1 2025 Added 21.58%
$49.9B
$737 Million 0.76% of portfolio
6,168
Q1 2025 Added 19.0%
$0
$739 Million 0.76% of portfolio
7,745
Q1 2025 Added 4.14%
$73.3B
$730 Million 0.75% of portfolio
12,212
Q1 2025 Added 3.05%
$165B
$687 Million 0.71% of portfolio
1,380
Q1 2025 Added 59.35%
$183B
$690 Million 0.71% of portfolio
15,221
Q1 2025 Added 14.56%
$46.1B
$691 Million 0.71% of portfolio
2,720
Q1 2025 Reduced 1.02%
$58.8B
$675 Million 0.7% of portfolio
2,918
Q1 2025 Reduced 0.07%
$194B
$681 Million 0.7% of portfolio
2,183
Q1 2025 Reduced 1.67%
$182B
$675 Million 0.7% of portfolio
4,505
Q1 2025 Added 33.68%
$47.9B
$670 Million 0.69% of portfolio
16,033
Q1 2025 Added 10.98%
$505B
$660 Million 0.68% of portfolio
708
Q1 2025 Added 5.83%
$405B
$647 Million 0.67% of portfolio
3,901
Q1 2025 Added 7.23%
Ge Vernova Inc
-
$637 Million 0.66% of portfolio
-
Q1 2025 Added 24.66%
$330B
$637 Million 0.66% of portfolio
15,260
Q1 2025 Added 9.37%
$273B
$613 Million 0.63% of portfolio
2,284
Q1 2025 Added 3.12%
$64.6B
$601 Million 0.62% of portfolio
2,642
Q1 2025 Added 12.04%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $96.7 Billion
  • Prior Value $94 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 81 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 49 stocks
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