Bingham Private Wealth LLC Portfolio
Invests via Bingham Private Wealth LLC | Managed by Wheelock R. Bingham
Invests via Bingham Private Wealth LLC
Managed by Wheelock R. Bingham
Automatically Tracked
Company Profile
Registered wealth advisory focused on high-net-worth clientele, Bingham Private Wealth LLC provides comprehensive financial planning, investment management and fiduciary services. The firm emphasizes personalized asset allocation, tax-aware strategies and retirement planning, often integrating alternative strategies and model portfolios for family offices and entrepreneurs. Capitalization is advisory-fee driven with typical AUM-servicing economics and a regional institutional-client sales focus.
Registered wealth advisory focused on high-net-worth clientele, Bingham Private Wealth LLC provides comprehensive financial planning, investment management and fiduciary services. The firm emphasizes personalized asset allocation, tax-aware strategies and retirement planning, often integrating alternative strategies and model portfolios for family offices and entrepreneurs. Capitalization is advisory-fee driven with typical AUM-servicing economics and a regional institutional-client sales focus.
Investment Philosophy & Strategy
Advisory approach centers on personalized, fiduciary-driven wealth management that prioritizes tax-aware asset allocation, liability-sensitive retirement planning and multi-asset diversification. Portfolios blend core equities and fixed income with select alternatives and model sleeves to address concentrated-wealth, family-office and entrepreneurial balance-sheet needs. Capital deployment favors long-term, risk-managed exposure with systematic rebalancing, cash-flow alignment and scenario stress testing. Decision-making combines quantitative asset allocation frameworks with bespoke planning and ongoing behavioral guidance.
Advisory approach centers on personalized, fiduciary-driven wealth management that prioritizes tax-aware asset allocation, liability-sensitive retirement planning and multi-asset diversification. Portfolios blend core equities and fixed income with select alternatives and model sleeves to address concentrated-wealth, family-office and entrepreneurial balance-sheet needs. Capital deployment favors long-term, risk-managed exposure with systematic rebalancing, cash-flow alignment and scenario stress testing. Decision-making combines quantitative asset allocation frameworks with bespoke planning and ongoing behavioral guidance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
35.21%
Gain -0.63%
Monthly
1.52%
Yearly
19.85%
Drawdown
16.63%
$147.21M
Equity
Holdings
$147.21M
Investment
$121.36M
$31.48M
Profit -$777,668.11
Realized
$5.62M
Unrealized
$25.85M
Dividends
$3.24M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$777,668.11
Win %
70%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$777,668.11
Win %
70%
This Month
Compared to last month
Gain
2.87%
Profit
$4.11M
Win %
70%
This Year
Compared to last year
Gain
2.89%
Profit
$4.14M
Win %
70%
KLAC KLA Corporation
+4.01%
+$24,349.47 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$59,639.52 
ANET Arista Networks, Inc.
+3.31%
+$8,684.76 
MCK McKesson Corporation
+2.49%
+$12,132.6 
COP ConocoPhillips
+2.35%
+$16,449.89 
SBUX Starbucks Corporation
+1.92%
+$4,128.54 
SWK Stanley Black & Decker Inc.
+1.32%
+$3,863.76 
LOW Lowe's Companies Inc.
+1.08%
+$3,555 
ABT Abbott Laboratories
+1.01%
+$3,251.6 
CVX Chevron Corporation
+0.9%
+$12,867.75 
ACN Accenture plc Class A
+0.88%
+$3,088.19 
TFC Truist Financial Corporation
+0.87%
+$4,282.2 
META Meta Platforms Inc Class A
+0.71%
+$7,707.04 
AMCR Amcor plc
+0.62%
+$1,439.85 
TSLA Tesla, Inc.
+0.58%
+$5,295.92 
MDLZ Mondelez International, Inc.
+0.41%
+$942.5 
INTC Intel Corporation
+0.2%
+$346.75 
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$798.6 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$1,599.51 
PM Philip Morris International Inc.
+0.12%
+$1,970.32 
IEI iShares 3-7 Year Treasury Bond ETF
+0.09%
+$1,978.9 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$84.06 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.02 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
+$0.01 
AVGO Broadcom Inc.
0%
+$0.11 
BAC Bank of America Corporation
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BJ BJ's Wholesale Club Holdings, Inc.
0%
$0 
BN Brookfield Corporation
0%
$0 
BTI British American Tobacco p.l.c. ADR
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.02 
CB Chubb Limited
0%
+$0.02 
CDNS Cadence Design Systems, Inc.
0%
$0 
CERS Cerus Corporation
0%
$0 
CLX The Clorox Company
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
+$0.02 
CRH CRH plc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CX Cemex S.A.B. de C.V. Sponsored ADR
0%
$0 
CYD China Yuchai International Ltd
0%
$0 
DASH DoorDash, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
-$0.02 
DHR Danaher Corporation
0%
$0 
DOCN DigitalOcean Holdings Inc.
0%
$0 
EMN Eastman Chemical Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.03 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.04 
GILD Gilead Sciences Inc.
0%
+$0.02 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
+$0.03 
GS The Goldman Sachs Group, Inc.
0%
-$0.01 
HD The Home Depot, Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INSM Insmed Inc.
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
MA Mastercard Incorporated
0%
+$0.04 
MET MetLife Inc.
0%
+$0.01 
MNST Monster Beverage Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.03 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PAYX Paychex Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.02 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
-$0.01 
PLD Prologis Inc.
0%
+$0.05 
PRU Prudential Financial, Inc.
0%
$0 
PWR Quanta Services Inc.
0%
+$0.02 
RACE Ferrari N.V.
0%
+$0.02 
RCL Royal Caribbean Group
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.01 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHW The Sherwin-Williams Company
0%
+$0.01 
SLB Schlumberger Limited
0%
$0 
SO The Southern Company
0%
$0 
SSL Sasol Ltd Sponsored ADR
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
TDG TransDigm Group Inc.
0%
+$0.01 
TGT Target Corporation
0%
-$0.01 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UGP Ultrapar Participacoes S.A. Sponsored ADR
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.02 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.01 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.05 
VIV Telefonica Brasil S.A. ADR
0%
$0 
VLO Valero Energy Corporation
0%
-$0.02 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.04 
VRT Vertiv Holdings Co
0%
-$0.01 
VZ Verizon Communications Inc.
0%
+$0.02 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
+$0.01 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EQAL Invesco Russell 1000 Equal Weight ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
APO Apollo Global Management, Inc.
0%
-$0.01 
GEV GE Vernova Inc.
0%
+$0.03 
NBIS Nebius Group N.V.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$136,898.06 
ORCL Oracle Corporation
-3.69%
-$10,867.08 
AMZN Amazon.com Inc
-2.09%
-$127,452.09 
AZN AstraZeneca PLC American Depositary Shares
-1.95%
-$12,968.64 
IR Ingersoll Rand Inc.
-1.86%
-$6,074.53 
LLY Eli Lilly and Company
-1.37%
-$15,921.66 
FDXF FedEx Freight Holding Company Inc.
-1.3%
-$2,763.7 
AAPL Apple Inc.
-1.09%
-$63,512.65 
MO Altria Group, Inc.
-0.78%
-$3,708.21 
R Ryder System Inc.
-0.6%
-$1,256 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.54%
-$1,968.84 
LIN Linde plc
-0.39%
-$1,897.18 
NOC Northrop Grumman Corporation
-0.38%
-$2,048.21 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$13,283.82 
AON Aon plc
-0.14%
-$350.37 
NVDA NVIDIA Corporation
-0.02%
-$1,232.15 
TTE TotalEnergies SE
-0.01%
-$28.71 Events
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Dividends
Dividend Analysis
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| Trades 918 | Longs Won 589/918 64% | Profit Factor 6.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $129,005.72 |
| Average Win $62,512.81 | Best Trade (Aug 12) $1.95M | Sharpe Ratio -12.61 |
| Average Loss -$16,189.97 | Worst Trade (Mar 31) -$282,202.02 | Z-Score 6.92 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $34,287.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,959 | $4.83M | $5.78M | - | $952,114.92 | 19.72% | -1.087% |
| ABBV AbbVie Inc. | 8,615 | $1.75M | $2.14M | - | $386,784.49 | 22.11% | 0.0 |
| ABNB Airbnb, Inc. | 6,174 | $803,109.63 | $1.14M | - | $337,228.17 | 41.99% | 0.0 |
| ABT Abbott Laboratories | 2,956 | $341,910.57 | $324,332.32 | - | -$17,578.25 | -5.14% | +1.013% |
| ACN Accenture plc Class A | 1,967 | $244,837 | $353,705.94 | - | $108,868.94 | 44.47% | +0.881% |
| AEP American Electric Power Company, Inc. | 2,760 | $377,711 | $339,038.4 | - | -$38,672.6 | -10.24% | 0.0 |
| ALL Allstate Corporation | 2,437 | $508,745.23 | $657,185.79 | - | $148,440.56 | 29.18% | 0.0 |
| AMAT Applied Materials, Inc. | 1,167 | $300,161.42 | $609,314.04 | - | $309,152.62 | 103% | 0.0 |
| AMCR Amcor plc | 4,965 | $215,233 | $235,341 | - | $20,108 | 9.34% | +0.616% |
| AMD Advanced Micro Devices, Inc. | 1,377 | $799,913 | $646,584.12 | - | -$153,328.88 | -19.17% | 0.0 |
| AMGN Amgen Inc. | 1,486 | $409,772.23 | $619,959.2 | - | $210,186.97 | 51.29% | 0.0 |
| AMLP Alerian MLP ETF | 4,000 | $210,560 | $220,200 | - | $9,640 | 4.58% | 0.0 |
| AMZN Amazon.com Inc | 21,899 | $4.8M | $5.96M | - | $1.16M | 24.19% | -2.093% |
| ANET Arista Networks, Inc. | 1,372 | $233,075 | $271,450.2 | - | $38,375.2 | 16.46% | +3.305% |
| AON Aon plc | 687 | $227,871 | $244,888.02 | - | $17,017.02 | 7.47% | -0.143% |
| APD Air Products and Chemicals, Inc. | 1,138 | $330,577.42 | $350,708.84 | - | $20,131.42 | 6.09% | 0.0 |
| APH Amphenol Corporation | 5,816 | $405,337.02 | $487,671.6 | - | $82,334.58 | 20.31% | 0.0 |
| APO Apollo Global Management, Inc. | 2,775 | $418,981.96 | $366,355.5 | - | -$52,626.46 | -12.56% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 905 | $706,399.89 | $1.63M | - | $922,039.01 | 130.53% | +3.802% |
| AVGO Broadcom Inc. | 10,836 | $2.52M | $4.58M | - | $2.06M | 81.79% | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Bingham Private Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: Dell Technologies Inc - $1.25M, Seagate Technology Holdings plc - $968,183.97, Exxon Mobil Corporation - $780,504.36, ASML Holding N.V. New York Registry Shares - $724,136.62, and Alphabet Inc - $565,654.28. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Microsoft Corp - $211,737.16, Accenture plc Class A - $161,763.89, UnitedHealth Group Incorporated - $133,686.76, Tesla, Inc - $126,588, and Copart Inc - $99,951.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bingham Private Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.24M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $184,955.95, iShares MBS ETF - $113,918.54, iShares 3-7 Year Treasury Bond ETF - $97,043.75, iShares 1-5 Year Investment Grade Corporate Bond ETF - $92,925.04, and Verizon Communications Inc - $76,183.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bingham Private Wealth LLC's monthly returns?
Bingham Private Wealth LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Bingham Private Wealth LLC's strategy be considered aggressive or moderate?
Bingham Private Wealth LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Bingham Private Wealth LLC's strategy?
Bingham Private Wealth LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
