BPW
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:
25.37%
Gain -0.74%
Monthly
1.33%
Yearly
17.23%
Drawdown
16.38%
$131.61M
Equity
Holdings
$131.61M
Investment
$102.86M
$29.19M
Profit -$1.09M
Realized
$444,970.09
Unrealized
$28.75M
Dividends
$2.7M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.74%
Profit
-$1.09M
Win %
66%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$764,472.43
Win %
66%
This Month
Compared to last month
Gain
-0.58%
Profit
-$764,472.43
Win %
66%
This Year
Compared to last year
Gain
8.76%
Profit
$10.6M
Win %
66%
URI United Rentals, Inc.
+6.27%
+$21,593.86 
MDT Medtronic plc
+5.8%
+$9,052.2 
META Meta Platforms Inc Class A
+4.24%
+$58,989.45 
KLAC KLA Corporation
+3.91%
+$18,082.26 
QCOM QUALCOMM Incorporated
+3.81%
+$27,354.11 
JCI Johnson Controls International plc
+3.53%
+$23,241.39 
WMT Walmart Inc.
+3.43%
+$58,118.52 
AMGN Amgen Inc.
+3.03%
+$15,049.56 
REGN Regeneron Pharmaceuticals, Inc.
+2.66%
+$6,684.51 
LIN Linde plc
+2.35%
+$8,966.54 
WELL Welltower Inc.
+2.27%
+$5,243.62 
AMAT Applied Materials, Inc.
+2.19%
+$12,531.68 
XOM Exxon Mobil Corporation
+2.11%
+$37,252.02 
COP ConocoPhillips
+1.92%
+$6,858.88 
CAT Caterpillar Inc.
+1.83%
+$16,089.16 
LLY Eli Lilly and Company
+1.76%
+$18,757.44 
PH Parker-Hannifin Corporation
+1.73%
+$5,784 
MO Altria Group, Inc.
+1.68%
+$7,995.88 
DE Deere & Company
+1.65%
+$5,317.74 
TT Trane Technologies plc
+1.52%
+$6,853 
STX Seagate Technology Holdings plc
+1.52%
+$33,425.92 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.44%
+$3,616.8 
PM Philip Morris International Inc.
+1.43%
+$18,818.24 
PWR Quanta Services Inc.
+1.4%
+$24,700 
VLO Valero Energy Corporation
+1.31%
+$4,827.69 
ISRG Intuitive Surgical, Inc.
+1.24%
+$9,585.79 
SHW The Sherwin-Williams Company
+1.23%
+$3,877.14 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$28,336.5 
CVX Chevron Corporation
+1.19%
+$15,514.17 
DHR Danaher Corporation
+1.16%
+$4,220.95 
GILD Gilead Sciences Inc.
+1.11%
+$16,372.6 
PLD Prologis Inc.
+1.07%
+$7,661.74 
MNST Monster Beverage Corporation
+0.91%
+$2,110.4 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$3,633.23 
COST Costco Wholesale Corporation
+0.79%
+$5,012.28 
ABBV AbbVie Inc.
+0.78%
+$8,381.78 
PPL PPL Corporation
+0.53%
+$1,494.62 
WMB The Williams Companies, Inc.
+0.52%
+$4,235.76 
SLB Schlumberger Limited
+0.51%
+$2,898.84 
LOW Lowe's Companies Inc.
+0.5%
+$1,436.23 
HD The Home Depot, Inc.
+0.48%
+$2,026.49 
KO The Coca-Cola Company
+0.48%
+$5,163.37 
MCK McKesson Corporation
+0.43%
+$2,225.34 
PEP PepsiCo, Inc.
+0.38%
+$2,136.78 
CTVA Corteva Inc.
+0.35%
+$1,128.6 
JNJ Johnson & Johnson
+0.31%
+$6,038.2 
CB Chubb Limited
+0.17%
+$954.72 
NRG NRG Energy, Inc.
+0.17%
+$528.77 
INSM Insmed Inc.
+0.12%
+$352.3 
UBER Uber Technologies, Inc.
+0.1%
+$536.9 
ABT Abbott Laboratories
+0.06%
+$192.88 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$618.32 
TSLA Tesla, Inc.
0%
+$48.32 
AZN
0%
$0 
ERJ Embraer S.A. Sponsored ADR
0%
$0 
GM General Motors Company
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
IBM International Business Machines Corporation
-7.1%
-$142,197.16 
SBSW Sibanye Stillwater Ltd - ADR
-6.29%
-$8,821.55 
TIGR UP Fintech Holding Ltd
-6.04%
-$3,797.7 
ORCL Oracle Corporation
-5.76%
-$15,178.24 
CRM Salesforce Inc
-5.04%
-$21,384.43 
ACN Accenture plc Class A
-4.71%
-$9,693.12 
VNET VNET Group Inc. American Depositary Receipt
-4.17%
-$6,083.55 
KKR KKR & Co. Inc.
-4.13%
-$13,057.2 
CRBG Corebridge Financial Inc.
-4.08%
-$14,103.11 
BX Blackstone Inc.
-4.01%
-$10,487.75 
TMUS T-Mobile US, Inc.
-3.89%
-$26,864.4 
BN Brookfield Corporation
-3.74%
-$61,920.49 
NVDA NVIDIA Corporation
-3.55%
-$204,565.68 
LUV Southwest Airlines Co.
-3.47%
-$16,691.85 
APO Apollo Global Management, Inc.
-3.42%
-$8,949.6 
COF Capital One Financial Corporation
-3.35%
-$15,492.43 
INTU Intuit Inc.
-3.32%
-$3,488.2 
DELL Dell Technologies Inc.
-3.24%
-$79,650.92 
MSFT Microsoft Corp.
-3.11%
-$233,404.64 
BTI British American Tobacco p.l.c. ADR
-3.01%
-$12,821.9 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-2.85%
-$6,651.99 
TDG TransDigm Group Inc.
-2.83%
-$15,351.15 
BLK BlackRock, Inc.
-2.74%
-$23,039.04 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.67%
-$4,940.79 
USB U.S. Bancorp
-2.66%
-$8,104.05 
VZ Verizon Communications Inc.
-2.54%
-$16,618.77 
AMZN Amazon.com Inc
-2.53%
-$114,445.5 
MS Morgan Stanley
-2.23%
-$8,378.18 
MET MetLife Inc.
-2.22%
-$9,336.48 
NFLX Netflix, Inc.
-2.17%
-$9,772.19 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$23,255.75 
AEG Aegon N.V.
-2.07%
-$1,967.17 
CDNS Cadence Design Systems, Inc.
-2.02%
-$12,324.91 
SAN Banco Santander S.A. Sponsored ADR
-2.02%
-$2,722.5 
NOC Northrop Grumman Corporation
-1.93%
-$8,667.3 
GS The Goldman Sachs Group, Inc.
-1.93%
-$10,372.68 
PRU Prudential Financial, Inc.
-1.84%
-$7,580.79 
AIG American International Group Inc.
-1.69%
-$7,874.62 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$8,036.04 
GFI Gold Fields Ltd. Sponsored ADR
-1.66%
-$2,931.84 
CPRT Copart Inc.
-1.65%
-$2,637.21 
AAPL Apple Inc.
-1.57%
-$83,713.24 
DASH DoorDash, Inc.
-1.51%
-$7,766.49 
CERS Cerus Corporation
-1.48%
-$770 
FCX Freeport-McMoRan Inc.
-1.46%
-$9,625.35 
BBY Best Buy Co., Inc.
-1.44%
-$3,700.2 
TFC Truist Financial Corporation
-1.43%
-$6,942.78 
FDX FedEx Corporation
-1.32%
-$13,601.56 
NEE NextEra Energy, Inc.
-1.24%
-$7,702.08 
MA Mastercard Incorporated
-1.2%
-$13,998.48 
CSCO Cisco Systems, Inc.
-1.17%
-$35,464.5 
STT State Street Corp
-1.16%
-$3,863.22 
V Visa Inc. Class A
-1.16%
-$16,022.72 
CX Cemex S.A.B. de C.V. Sponsored ADR
-1.15%
-$1,640.4 
SCHW Charles Schwab Corporation
-1.12%
-$5,163.62 
GEV GE Vernova Inc.
-1.04%
-$13,406.7 
GPC Genuine Parts Company
-1.01%
-$2,462 
C Citigroup Inc.
-0.97%
-$9,220.2 
WFC Wells Fargo & Company
-0.94%
-$5,305.15 
RTX RTX Corporation
-0.91%
-$6,463.82 
ENB Enbridge Inc.
-0.91%
-$5,369.28 
EFA iShares MSCI EAFE ETF
-0.84%
-$1,897.44 
GOOGL Alphabet Inc
-0.79%
-$33,716.54 
PFE Pfizer Inc.
-0.76%
-$2,667.6 
GOOG Alphabet Inc
-0.76%
-$2,899.7 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.75%
-$20,122.01 
MRK Merck & Co., Inc.
-0.73%
-$4,518.6 
IWV ISHARES RUSSELL 3000 ETF
-0.73%
-$2,162.83 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$21,003.84 
IWB iShares Russell 1000 ETF
-0.69%
-$1,742.4 
XEL Xcel Energy Inc.
-0.62%
-$2,064.96 
CRH CRH plc
-0.58%
-$6,209.92 
ABNB Airbnb, Inc.
-0.57%
-$3,050.64 
HSY The Hershey Company
-0.52%
-$1,372.75 
AVGO Broadcom Inc.
-0.49%
-$25,171.38 
PHM PulteGroup Inc.
-0.48%
-$1,431.84 
APH Amphenol Corporation
-0.47%
-$1,756.02 
HLT Hilton Worldwide Holdings Inc.
-0.42%
-$3,218.69 
TLT iShares 20+ Year Treasury Bond ETF
-0.4%
-$1,565.36 
TROW T. Rowe Price Group, Inc.
-0.29%
-$669 
LNG Cheniere Energy Inc.
-0.26%
-$1,755.84 
PG Procter & Gamble Co
-0.26%
-$725.57 
IEF iShares 7-10 Year Treasury Bond ETF
-0.26%
-$2,450.88 
UNH UnitedHealth Group Incorporated
-0.25%
-$842.65 
MBB iShares MBS ETF
-0.23%
-$3,498.66 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.19%
-$1,043.8 
TIP iShares TIPS Bond ETF
-0.17%
-$381.9 
WEC WEC Energy Group Inc.
-0.14%
-$445.35 
GD General Dynamics Corporation
-0.13%
-$445.72 
IEI iShares 3-7 Year Treasury Bond ETF
-0.13%
-$2,322.6 
BAC Bank of America Corporation
-0.11%
-$798.9 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$720.54 
SHY iShares 1-3 Year Treasury Bond ETF
-0.05%
-$255.44 Events
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Dividends
Dividend Analysis
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| Trades 588 | Longs Won 356/588 60% | Profit Factor 7.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $215,644.46 |
| Average Win $94,535 | Best Trade (Jun 03) $2.69M | Sharpe Ratio -9.8 |
| Average Loss -$19,227.18 | Worst Trade (May 14) -$346,190.52 | Z-Score 4.46 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $49,649.24 |
| 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 | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
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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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