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:
33.8%
Gain +0.36%
Monthly
1.36%
Yearly
17.64%
Drawdown
16.58%
$145.95M
Equity
Holdings
$145.95M
Investment
$121.36M
$30.23M
Profit +$408,010.14
Realized
$5.64M
Unrealized
$24.59M
Dividends
$3.64M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$408,010.14
Win %
63%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$296,404.86
Win %
63%
This Month
Compared to last month
Gain
1.89%
Profit
$2.7M
Win %
63%
This Year
Compared to last year
Gain
2.02%
Profit
$2.89M
Win %
64%
FDXF FedEx Freight Holding Company Inc.
+2.81%
+$4,671.22 
C Citigroup Inc.
+2.76%
+$22,598.99 
GE General Electric Company
+2.7%
+$33,730.52 
RTX RTX Corporation
+2.59%
+$20,248.75 
BTI British American Tobacco p.l.c. ADR
+2.55%
+$13,137.96 
TTE TotalEnergies SE
+2.28%
+$5,799.42 
FCX Freeport-McMoRan Inc.
+2.24%
+$14,904.03 
PM Philip Morris International Inc.
+2.22%
+$39,764.73 
SLB Schlumberger Limited
+2.19%
+$18,516.08 
NOC Northrop Grumman Corporation
+2.15%
+$9,994.28 
JPM JPMorgan Chase & Co.
+2.13%
+$44,451.05 
USB U.S. Bancorp
+2.08%
+$7,299.06 
GM General Motors Company
+2.02%
+$11,351.73 
APO Apollo Global Management, Inc.
+1.99%
+$6,188.25 
COF Capital One Financial Corporation
+1.93%
+$9,398.82 
CRH CRH plc
+1.92%
+$15,736.8 
GD General Dynamics Corporation
+1.9%
+$6,465.35 
TFC Truist Financial Corporation
+1.89%
+$8,374.08 
HLT Hilton Worldwide Holdings Inc.
+1.89%
+$10,345.51 
LNG Cheniere Energy Inc.
+1.87%
+$18,500.53 
CX Cemex S.A.B. de C.V. Sponsored ADR
+1.84%
+$2,478.63 
WFC Wells Fargo & Company
+1.82%
+$12,485.48 
BCS Barclays PLC Sponsored ADR
+1.71%
+$3,382.86 
RCL Royal Caribbean Group
+1.62%
+$3,853.84 
COP ConocoPhillips
+1.58%
+$12,750.08 
ACN Accenture plc Class A
+1.57%
+$6,953.35 
AEP American Electric Power Company, Inc.
+1.54%
+$5,299.2 
UPS United Parcel Service, Inc.
+1.53%
+$5,072.53 
NRG NRG Energy, Inc.
+1.52%
+$5,070 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.51%
+$5,412.67 
MET MetLife Inc.
+1.45%
+$7,386.3 
SSL Sasol Ltd Sponsored ADR
+1.45%
+$2,644.77 
LIN Linde plc
+1.42%
+$6,905.57 
TDG TransDigm Group Inc.
+1.39%
+$7,790.38 
ALL Allstate Corporation
+1.36%
+$7,956.78 
BAC Bank of America Corporation
+1.33%
+$11,518.17 
MDLZ Mondelez International, Inc.
+1.31%
+$3,110.25 
GEV GE Vernova Inc.
+1.25%
+$17,663.68 
PEP PepsiCo, Inc.
+1.21%
+$8,045.52 
JNJ Johnson & Johnson
+1.17%
+$12,864.16 
LLY Eli Lilly and Company
+1.17%
+$13,762.13 
APD Air Products and Chemicals, Inc.
+1.14%
+$3,829.36 
IRM Iron Mountain Inc.
+1.12%
+$2,280.8 
PG Procter & Gamble Co
+1.12%
+$3,731.2 
MO Altria Group, Inc.
+1.12%
+$5,998.57 
WMB The Williams Companies, Inc.
+1.11%
+$10,351.11 
KO The Coca-Cola Company
+1.11%
+$9,691.02 
WEC WEC Energy Group Inc.
+1.06%
+$3,721.5 
TMUS T-Mobile US, Inc.
+1.06%
+$6,908.09 
GS The Goldman Sachs Group, Inc.
+1.03%
+$4,812.88 
NEE NextEra Energy, Inc.
+1.03%
+$7,912.08 
LOW Lowe's Companies Inc.
+1.01%
+$2,955 
SO The Southern Company
+1%
+$2,008.73 
CVX Chevron Corporation
+0.98%
+$15,735.35 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$6,452.88 
HD The Home Depot, Inc.
+0.96%
+$3,237.31 
AMCR Amcor plc
+0.96%
+$2,085.3 
AAPL Apple Inc.
+0.94%
+$61,237.57 
PH Parker-Hannifin Corporation
+0.94%
+$3,622.02 
HDV iShares Core High Dividend ETF
+0.93%
+$2,219.25 
BBY Best Buy Co., Inc.
+0.91%
+$3,151.04 
ASML ASML Holding N.V. New York Registry Shares
+0.9%
+$13,475.5 
KKR KKR & Co. Inc.
+0.86%
+$3,412.5 
FDX FedEx Corporation
+0.85%
+$6,564.97 
MS Morgan Stanley
+0.84%
+$2,428.11 
HSY The Hershey Company
+0.82%
+$2,196.22 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$3,336.68 
EFA iShares MSCI EAFE ETF
+0.79%
+$1,794.16 
ISRG Intuitive Surgical, Inc.
+0.77%
+$2,263.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.76%
+$1,642.47 
AON Aon plc
+0.74%
+$1,449.58 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.73%
+$2,272.4 
VZ Verizon Communications Inc.
+0.73%
+$6,428.82 
JCI Johnson Controls International plc
+0.72%
+$1,845.64 
ABNB Airbnb, Inc.
+0.7%
+$7,532.28 
MRK Merck & Co., Inc.
+0.68%
+$7,033.95 
V Visa Inc. Class A
+0.68%
+$13,419 
PHM PulteGroup Inc.
+0.66%
+$2,145 
TSLA Tesla, Inc.
+0.63%
+$6,270.04 
CYD China Yuchai International Ltd
+0.61%
+$846.08 
COST Costco Wholesale Corporation
+0.6%
+$7,517.51 
VLO Valero Energy Corporation
+0.6%
+$4,450.18 
SWK Stanley Black & Decker Inc.
+0.57%
+$1,505.73 
AMLP Alerian MLP ETF
+0.56%
+$1,160 
CLX The Clorox Company
+0.56%
+$1,037.28 
NVDA NVIDIA Corporation
+0.55%
+$29,448.38 
MNST Monster Beverage Corporation
+0.51%
+$1,169.78 
CAT Caterpillar Inc.
+0.47%
+$3,511.63 
LUV Southwest Airlines Co.
+0.44%
+$2,163.06 
VONV Vanguard Russell 1000 Value Index Fund
+0.43%
+$1,590.24 
RACE Ferrari N.V.
+0.42%
+$4,043.19 
WMT Walmart Inc.
+0.38%
+$5,099.4 
ABBV AbbVie Inc.
+0.37%
+$9,045.84 
R Ryder System Inc.
+0.37%
+$704 
CTVA Corteva Inc.
+0.35%
+$198.31 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.31%
+$8,584.92 
URI United Rentals, Inc.
+0.29%
+$1,587.02 
MCK McKesson Corporation
+0.28%
+$1,567.81 
AMGN Amgen Inc.
+0.27%
+$1,753.48 
GLD SPDR Gold Shares
+0.27%
+$1,608.88 
CB Chubb Limited
+0.24%
+$2,008.42 
MA Mastercard Incorporated
+0.24%
+$2,841.14 
VIV Telefonica Brasil S.A. ADR
+0.2%
+$263.77 
GPC Genuine Parts Company
+0.2%
+$721.2 
DASH DoorDash, Inc.
+0.2%
+$1,399.91 
BN Brookfield Corporation
+0.19%
+$2,978.78 
TROW T. Rowe Price Group, Inc.
+0.18%
+$423.36 
TIP iShares TIPS Bond ETF
+0.14%
+$307.69 
PLD Prologis Inc.
+0.11%
+$756.84 
SHW The Sherwin-Williams Company
+0.1%
+$388.95 
IWB iShares Russell 1000 ETF
+0.09%
+$223.85 
MBB iShares MBS ETF
+0.09%
+$1,516.24 
PFE Pfizer Inc.
+0.09%
+$470.05 
AMZN Amazon.com Inc
+0.08%
+$4,599.01 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$462.33 
IEI iShares 3-7 Year Treasury Bond ETF
+0.07%
+$1,484.17 
WELL Welltower Inc.
+0.06%
+$208.22 
ABT Abbott Laboratories
+0.06%
+$177.36 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$758.42 
SCHX Schwab U.S. Large-Cap ETF
+0.05%
+$144.42 
VRTX Vertex Pharmaceuticals Incorporated
+0.05%
+$316.54 
IWV ISHARES RUSSELL 3000 ETF
+0.05%
+$145.11 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$1,774.85 
TLT iShares 20+ Year Treasury Bond ETF
+0.04%
+$184.29 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$665.96 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.01%
+$65.33 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UGP Ultrapar Participacoes S.A. Sponsored ADR
0%
$0 
DOCN DigitalOcean Holdings Inc.
-6.37%
-$9,221.31 
NBIS Nebius Group N.V.
-6.33%
-$14,936.36 
STX Seagate Technology Holdings plc
-4.45%
-$32,241.82 
PANW Palo Alto Networks, Inc.
-3.79%
-$12,697.14 
EQR Equity Residential
-3.5%
-$10,032.33 
AMD Advanced Micro Devices, Inc.
-2.79%
-$21,632.67 
MU Micron Technology, Inc.
-2.79%
-$6,778.17 
LRCX Lam Research Corporation
-2.69%
-$4,422.23 
INTC Intel Corporation
-2.27%
-$3,960.25 
CRM Salesforce Inc
-2.04%
-$9,984.69 
UNH UnitedHealth Group Incorporated
-2.02%
-$16,353.01 
ORCL Oracle Corporation
-2.02%
-$5,306.72 
INSM Insmed Inc.
-1.99%
-$3,886.81 
NFLX Netflix, Inc.
-1.98%
-$23,489.51 
KLAC KLA Corporation
-1.94%
-$10,647.03 
META Meta Platforms Inc Class A
-1.62%
-$21,928.19 
AVGO Broadcom Inc.
-1.59%
-$59,272.81 
AMAT Applied Materials, Inc.
-1.58%
-$7,923.94 
CERS Cerus Corporation
-1.55%
-$673.75 
ANET Arista Networks, Inc.
-1.43%
-$3,635.8 
BJ BJ's Wholesale Club Holdings, Inc.
-1.39%
-$3,389.1 
EMN Eastman Chemical Company
-1.19%
-$3,606.2 
TMO Thermo Fisher Scientific Inc.
-1.06%
-$8,126.83 
DELL Dell Technologies Inc.
-1.02%
-$10,346.33 
VRT Vertiv Holdings Co
-1.01%
-$1,481.76 
GILD Gilead Sciences Inc.
-0.89%
-$16,724.4 
DHR Danaher Corporation
-0.87%
-$4,528.53 
CSCO Cisco Systems, Inc.
-0.86%
-$21,654.3 
NOK Nokia Corporation Sponsored ADR
-0.84%
-$1,312.56 
SCHW Charles Schwab Corporation
-0.75%
-$5,690.65 
PWR Quanta Services Inc.
-0.75%
-$9,072.18 
GOOGL Alphabet Inc
-0.6%
-$20,854.02 
APH Amphenol Corporation
-0.54%
-$5,118.08 
DE Deere & Company
-0.53%
-$2,280.94 
GOOG Alphabet Inc
-0.51%
-$5,260.64 
BX Blackstone Inc.
-0.45%
-$1,284.78 
REGN Regeneron Pharmaceuticals, Inc.
-0.42%
-$1,541.29 
MSFT Microsoft Corp.
-0.39%
-$26,516.96 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.37%
-$481.2 
AZN AstraZeneca PLC American Depositary Shares
-0.37%
-$2,544.44 
CDNS Cadence Design Systems, Inc.
-0.31%
-$984 
PAYX Paychex Inc.
-0.28%
-$937.44 
IBM International Business Machines Corporation
-0.27%
-$3,951.99 
PRU Prudential Financial, Inc.
-0.24%
-$1,146.04 
UBER Uber Technologies, Inc.
-0.1%
-$1,122.9 
TGT Target Corporation
-0.09%
-$308.84 
SBUX Starbucks Corporation
-0.03%
-$51.35 
IEF iShares 7-10 Year Treasury Bond ETF
-0.01%
-$72.7 Events
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Dividends
Dividend Analysis
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| Trades 918 | Longs Won 548/918 59% | Profit Factor 5.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $130,397.82 |
| Average Win $67,377.14 | Best Trade (Jun 30) $1.24M | Sharpe Ratio -12.61 |
| Average Loss -$18,086.88 | Worst Trade (Mar 31) -$282,202.02 | Z-Score 2.25 (97.54%) |
| Commissions $0 | Avg. Trade Length 10m 2w 3d | Expectancy $32,930.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,959 | $4.83M | $6.55M | - | $1.72M | 35.55% | +0.944% |
| ABBV AbbVie Inc. | 8,615 | $1.75M | $2.45M | - | $701,059.69 | 40.07% | +0.371% |
| ABNB Airbnb, Inc. | 6,174 | $803,109.63 | $1.08M | - | $280,427.37 | 34.92% | +0.7% |
| ABT Abbott Laboratories | 2,956 | $341,910.57 | $309,611.44 | - | -$32,299.13 | -9.45% | +0.057% |
| ACN Accenture plc Class A | 1,967 | $244,837 | $449,370.98 | - | $204,533.98 | 83.54% | +1.572% |
| AEP American Electric Power Company, Inc. | 2,760 | $377,711 | $348,339.6 | - | -$29,371.4 | -7.78% | +1.545% |
| ALL Allstate Corporation | 2,437 | $508,745.23 | $591,862 | - | $83,116.77 | 16.34% | +1.363% |
| AMAT Applied Materials, Inc. | 1,167 | $300,161.42 | $493,897.74 | - | $193,736.32 | 64.54% | -1.579% |
| AMCR Amcor plc | 4,965 | $215,233 | $219,254.4 | - | $4,021.4 | 1.87% | +0.96% |
| AMD Advanced Micro Devices, Inc. | 1,377 | $799,913 | $752,558.04 | - | -$47,354.96 | -5.92% | -2.794% |
| AMGN Amgen Inc. | 1,486 | $409,772.23 | $646,722.06 | - | $236,949.83 | 57.82% | +0.272% |
| AMLP Alerian MLP ETF | 4,000 | $210,560 | $208,800 | - | -$1,760 | -0.84% | +0.559% |
| AMZN Amazon.com Inc | 21,899 | $4.8M | $5.58M | - | $782,616.91 | 16.3% | +0.082% |
| ANET Arista Networks, Inc. | 1,372 | $233,075 | $250,979.96 | - | $17,904.96 | 7.68% | -1.428% |
| AON Aon plc | 687 | $227,871 | $198,481.17 | - | -$29,389.83 | -12.9% | +0.736% |
| APD Air Products and Chemicals, Inc. | 1,138 | $330,577.42 | $341,360.17 | - | $10,782.75 | 3.26% | +1.135% |
| APH Amphenol Corporation | 11,632 | $405,337.12 | $942,773.6 | - | $537,436.48 | 132.59% | -0.54% |
| APO Apollo Global Management, Inc. | 2,775 | $418,981.96 | $316,627.5 | - | -$102,354.46 | -24.43% | +1.993% |
| ASML ASML Holding N.V. New York Registry Shares | 905 | $706,399.89 | $1.51M | - | $807,058.76 | 114.25% | +0.898% |
| AVGO Broadcom Inc. | 10,836 | $2.52M | $3.67M | - | $1.15M | 45.84% | -1.589% |
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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 - $968,959.49, Exxon Mobil Corporation - $780,504.36, ASML Holding N.V. New York Registry Shares - $724,136.62, and Alphabet Inc - $567,849.44. 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 - $200,354.88, Accenture plc Class A - $158,400.32, UnitedHealth Group Incorporated - $129,076.92, 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 $3.64M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $194,559.89, iShares MBS ETF - $120,340.57, iShares 3-7 Year Treasury Bond ETF - $104,392.2, iShares 1-5 Year Investment Grade Corporate Bond ETF - $99,054.33, and AbbVie Inc - $90,768.13. 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.
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