Bingham Private Wealth, LLC Reduced Holdings in Q1 2025

Bingham Private Wealth, LLC

  • $96.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.83K
- 13.8%
$209.68 - $247.1 $383K - $451K
11.4K $2.53B
TSLA
Tesla, Inc.

Consumer Cyclical
-569
- 15.26%
$222.15 - $428.22 $126K - $244K
3.16K $819M
INTU
Intuit Inc

Technology
-567
- 59.31%
$555.63 - $630.23 $315K - $357K
389 $239M
QCOM
Qualcomm Inc

Technology
-1.94K
- 47.0%
$151.94 - $175.86 $294K - $340K
2.18K $335M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-659
- 40.6%
$442.66 - $534.52 $292K - $352K
964 $513M
ORCL
Oracle Corp

Technology
-973
- 31.63%
$139.81 - $186.47 $136K - $181K
2.1K $294M
SPY
Spdr S&P 500 ETF Trust

ETFs
-159
- 4.09%
$551.42 - $612.93 $87.7K - $97.5K
3.73K $2.09B
MRK
Merck & Co., Inc.

Healthcare
-1.47K
- 23.87%
$83.01 - $101.02 $122K - $148K
4.69K $421M
PWR
Quanta Services, Inc.

Industrials
-28
- 1.02%
$236.71 - $358.03 $6.63K - $10K
2.72K $691M
HD
Home Depot, Inc.

Consumer Cyclical
-308
- 19.0%
$347.25 - $424.87 $107K - $131K
1.31K $481M
CMCSA
Comcast Corp

Communication Services
-2.97K
- 31.74%
$33.19 - $38.23 $98.7K - $114K
6.4K $236M
APO
Apollo Global Management, Inc.

Financial Services
-232
- 9.52%
$126.01 - $172.06 $29.2K - $39.9K
2.21K $302M
ACN
Accenture PLC

Technology
-37
- 1.67%
$300.91 - $398.25 $11.1K - $14.7K
2.18K $681M
BX
Blackstone Inc.

Financial Services
-183
- 8.19%
$136.53 - $186.74 $25K - $34.2K
2.05K $287M
WMT
Walmart Inc.

Consumer Defensive
-484
- 3.19%
$84.5 - $105.05 $40.9K - $50.8K
14.7K $1.29B
PRU
Prudential Financial Inc

Financial Services
-446
- 9.97%
$105.04 - $122.33 $46.8K - $54.6K
4.03K $450M
EQAL
Invesco ETF

ETFs
-518
- 1.41%
$46.28 - $50.51 $24K - $26.2K
36.2K $1.71B
TROW
Price T Rowe Group Inc

Financial Services
-19
- 0.77%
$91.57 - $116.93 $1.74K - $2.22K
2.45K $225M
JPM
Jpmorgan Chase & CO

Financial Services
-389
- 5.14%
$225.19 - $279.95 $87.6K - $109K
7.18K $1.76B
CRH.L
Crh PLC

Basic Materials
-51
- 0.49%
N/A
10.3K $909M
Blackrock Inc
-7
- 1.27%
N/A
543 $514M
BBY
Best Buy CO Inc

Consumer Cyclical
-5
- 0.13%
$70.3 - $91.1 $352 - $456
3.84K $283M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-224
- 11.95%
$120.29 - $134.6 $26.9K - $30.2K
1.65K $201M
GD
General Dynamics Corp

Industrials
-169
- 14.62%
$241.94 - $272.58 $40.9K - $46.1K
987 $269M
CAT
Caterpillar Inc

Industrials
-8
- 0.85%
$326.75 - $407.63 $2.61K - $3.26K
930 $307M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-438
- 1.22%
$91.45 - $91.75 $40.1K - $40.2K
35.6K $3.27B
MET
Metlife Inc

Financial Services
-104
- 1.83%
$77.7 - $87.0 $8.08K - $9.05K
5.57K $447M
PG
Procter & Gamble CO

Consumer Defensive
-128
- 5.57%
$158.56 - $176.26 $20.3K - $22.6K
2.17K $370M
PANW
Palo Alto Networks Inc

Technology
-5
- 0.39%
$167.82 - $208.28 $839 - $1.04K
1.28K $218M
APD
Air Products & Chemicals, Inc.

Basic Materials
-39
- 4.92%
$283.24 - $338.07 $11K - $13.2K
753 $222M
LLY
Eli Lilly & CO

Healthcare
-79
- 7.39%
$725.72 - $929.72 $57.3K - $73.4K
990 $818M
ADP
Automatic Data Processing Inc

Industrials
-60
- 5.98%
$286.85 - $318.64 $17.2K - $19.1K
943 $288M
UNH
Unitedhealth Group Inc

Healthcare
-59
- 3.32%
$461.52 - $548.18 $27.2K - $32.3K
1.72K $901M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-28
- 0.44%
$81.83 - $82.73 $2.29K - $2.32K
6.31K $522M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-98
- 0.94%
$50.82 - $52.7 $4.98K - $5.16K
10.3K $541M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-362
- 8.66%
$56.12 - $68.15 $20.3K - $24.7K
3.82K $259M
XEL
Xcel Energy Inc

Utilities
-29
- 0.69%
$63.37 - $72.1 $1.84K - $2.09K
4.15K $294M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-65
- 6.73%
$208.48 - $244.03 $13.6K - $15.9K
901 $220M
ENB
Enbridge Inc

Energy
-97
- 0.89%
$41.54 - $45.45 $4.03K - $4.41K
10.8K $480M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.17%
$890.62 - $1076.86 $891 - $1.08K
588 $556M
KMB
Kimberly Clark Corp

Consumer Defensive
-9
- 0.45%
$124.46 - $147.4 $1.12K - $1.33K
1.99K $283M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-40
- 0.32%
$114.57 - $118.14 $4.58K - $4.73K
12.4K $1.46B
WEC
Wec Energy Group, Inc.

Utilities
-54
- 1.76%
$92.12 - $108.98 $4.97K - $5.88K
3.02K $329M
LNG
Cheniere Energy, Inc.

Energy
-2
- 0.07%
$209.32 - $253.66 $419 - $507
2.92K $675M
ABBV
Abb Vie Inc.

Healthcare
-545
- 7.79%
$169.2 - $216.66 $92.2K - $118K
6.45K $1.35B
IBM
International Business Machines Corp

Technology
-144
- 2.38%
$217.4 - $264.74 $31.3K - $38.1K
5.89K $1.47B
GILD
Gilead Sciences, Inc.

Healthcare
-331
- 2.76%
$89.14 - $117.41 $29.5K - $38.9K
11.7K $1.31B
PM
Philip Morris International Inc.

Consumer Defensive
-527
- 6.65%
$117.15 - $158.79 $61.7K - $83.7K
7.4K $1.18B
Activity Summary
Buys All Purchases 94 New Holdings 13 Increased Positions 81 Sells All Sells 52 Reductions 49 Sold out 3 Options Calls 0 Puts 0
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