Bingham-Private-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INSM",
  "TROW",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "APD",
  null,
  "GOOGL",
  "AIG",
  "ASML",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "COF",
  "KRP",
  "TIGR",
  null,
  "FCX",
  "GD",
  "GILD",
  "HLT",
  "HD",
  "AZN",
  "INTU",
  "QCOM",
  "GLPI",
  "ISRG",
  "META",
  null,
  null,
  "LIN",
  null,
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "GPC",
  null,
  "ORLY",
  "BX",
  "HSY",
  "KKR",
  "ORCL",
  "NOC",
  "PANW",
  "PEP",
  "PGR",
  null,
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "SHW",
  "SLB",
  "ROP",
  "RTX",
  "STX",
  "SAP",
  null,
  "IBM",
  "TGT",
  "TMO",
  "TDG",
  "TFC",
  "UBER",
  "UPS",
  "MET",
  "SCHW",
  "IWV",
  "WY",
  "SNY",
  "IEF",
  "TSM",
  "BN.TO",
  "TT",
  "VNET",
  "GM",
  "WEC",
  "AJG",
  "IR",
  "AMZN",
  "LUV",
  "USB",
  "V",
  "WMT",
  "WFC",
  "WMB",
  "XEL",
  "JCI",
  "PPL",
  "CRM",
  "GEV",
  "MCK",
  "NRG",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BRBR",
  "BJ",
  "BBY",
  "CDNS",
  "CAVA",
  "CERS",
  "CVX",
  "LNG",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "CPRT",
  "CRBG",
  "COST",
  "CRH",
  "DHR",
  "DELL",
  "DE",
  "IWB",
  "NEE",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "ITOT",
  "URI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 152
Total Value: 96747707
Accession Number: 0001951757-25-000508
Form Type: 13F-HR
CIK: bingham-private-wealth
Manager Name: Bingham-Private-Wealth

Data Enrichment

93% identified

142 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

152 positions • $96.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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MICROSOFT CORP

MSFT|594918104

Shares:10.7K

Value:$4.0M

% of Portfolio:4.2% ($4.0M/$96.7M)

78468R663

Shares:35.6K

Value:$3.3M

% of Portfolio:3.4% ($3.3M/$96.7M)

AMAZON COM INC

AMZN|023135106

Shares:13.4K

Value:$2.5M

% of Portfolio:2.6% ($2.5M/$96.7M)

Apple Inc.

AAPL|037833100

Shares:11.4K

Value:$2.5M

% of Portfolio:2.6% ($2.5M/$96.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.7K

Value:$2.1M

% of Portfolio:2.2% ($2.1M/$96.7M)

NVIDIA CORP

NVDA|67066G104

Shares:17.9K

Value:$1.9M

% of Portfolio:2.0% ($1.9M/$96.7M)

Broadcom Inc.

AVGO|11135F101

Shares:11.2K

Value:$1.9M

% of Portfolio:1.9% ($1.9M/$96.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:11.9K

Value:$1.8M

% of Portfolio:1.9% ($1.8M/$96.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.2K

Value:$1.8M

% of Portfolio:1.8% ($1.8M/$96.7M)

46138E420

Shares:36.2K

Value:$1.7M

% of Portfolio:1.8% ($1.7M/$96.7M)

464288588

Shares:17.8K

Value:$1.7M

% of Portfolio:1.7% ($1.7M/$96.7M)

VISA INC.

V|92826C839

Shares:4.5K

Value:$1.6M

% of Portfolio:1.6% ($1.6M/$96.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:5.9K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$96.7M)

464288661

Shares:12.4K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$96.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:12.0K

Value:$1.4M

% of Portfolio:1.5% ($1.4M/$96.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:22.1K

Value:$1.4M

% of Portfolio:1.4% ($1.4M/$96.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:6.4K

Value:$1.4M

% of Portfolio:1.4% ($1.4M/$96.7M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:11.7K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$96.7M)

Walmart Inc.

WMT|931142103

Shares:14.7K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$96.7M)

464288646

Shares:23.7K

Value:$1.2M

% of Portfolio:1.3% ($1.2M/$96.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	10.7K	QoQ +4.05% (-418) YoY-	All Managers (Combined)	$4.0M	4.2% ($4.0M/$96.7M)	QoQ -7.32% (-$318.6K) YoY-
(cusip78468R663)✕	35.6K	QoQ -1.21% (-438) YoY-	All Managers (Combined)	$3.3M	3.4% ($3.3M/$96.7M)	QoQ -0.89% (-$29.4K) YoY-
AMAZON COM INC(AMZNcusip023135106)	13.4K	QoQ +4.34% (-557) YoY-	All Managers (Combined)	$2.5M	2.6% ($2.5M/$96.7M)	QoQ -9.51% (-$267.7K) YoY-
Apple Inc.(AAPLcusip037833100)	11.4K	QoQ -13.80% (-1.8K) YoY-	All Managers (Combined)	$2.5M	2.6% ($2.5M/$96.7M)	QoQ -23.53% (-$779.4K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.7K	QoQ -4.08% (-159) YoY-	All Managers (Combined)	$2.1M	2.2% ($2.1M/$96.7M)	QoQ -8.43% (-$192.4K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	17.9K	QoQ +13.76% (-2.2K) YoY-	All Managers (Combined)	$1.9M	2.0% ($1.9M/$96.7M)	QoQ -8.18% (-$173.2K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	11.2K	QoQ +2.64% (-289) YoY-	All Managers (Combined)	$1.9M	1.9% ($1.9M/$96.7M)	QoQ -25.86% (-$654.1K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	11.9K	QoQ +8.20% (-903) YoY-	All Managers (Combined)	$1.8M	1.9% ($1.8M/$96.7M)	QoQ -11.61% (-$242.0K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.2K	QoQ -5.14% (-389) YoY-	All Managers (Combined)	$1.8M	1.8% ($1.8M/$96.7M)	QoQ -2.92% (-$53.1K) YoY-
(cusip46138E420)✕	36.2K	QoQ -1.41% (-518) YoY-	All Managers (Combined)	$1.7M	1.8% ($1.7M/$96.7M)	QoQ -3.53% (-$62.7K) YoY-
(cusip464288588)✕	17.8K	QoQ +1.48% (+260) YoY-	All Managers (Combined)	$1.7M	1.7% ($1.7M/$96.7M)	QoQ +3.80% (+$61.2K) YoY-
VISA INC.(Vcusip92826C839)	4.5K	QoQ +0.46% (+21) YoY-	All Managers (Combined)	$1.6M	1.6% ($1.6M/$96.7M)	QoQ +11.40% (+$162.3K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	5.9K	QoQ -2.38% (-144) YoY-	All Managers (Combined)	$1.5M	1.5% ($1.5M/$96.7M)	QoQ +10.41% (-$138.3K) YoY-
(cusip464288661)✕	12.4K	QoQ -0.32% (-40) YoY-	All Managers (Combined)	$1.5M	1.5% ($1.5M/$96.7M)	QoQ +1.90% (-$27.4K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	12.0K	QoQ +24.98% (+2.4K) YoY-	All Managers (Combined)	$1.4M	1.5% ($1.4M/$96.7M)	QoQ +38.18% (+$394.2K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	22.1K	QoQ +42.68% (+6.6K) YoY-	All Managers (Combined)	$1.4M	1.4% ($1.4M/$96.7M)	QoQ +48.73% (+$446.9K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	6.4K	QoQ -7.79% (-545) YoY-	All Managers (Combined)	$1.4M	1.4% ($1.4M/$96.7M)	QoQ +8.71% (-$108.3K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	11.7K	QoQ -2.75% (-331) YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$96.7M)	QoQ +17.96% (-$199.1K) YoY-
Walmart Inc.(WMTcusip931142103)	14.7K	QoQ -3.18% (-484) YoY-	All Managers (Combined)	$1.3M	1.3% ($1.3M/$96.7M)	QoQ -5.93% (-$81.3K) YoY-
(cusip464288646)✕	23.7K	QoQ +2.79% (+643) YoY-	All Managers (Combined)	$1.2M	1.3% ($1.2M/$96.7M)	QoQ +4.12% (+$49.1K) YoY-