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:
1.11%
Gain
Monthly
0.06%
Yearly
0.72%
Drawdown
23.55%
$137.33M
Equity
Holdings
$137.33M
Investment
$111.12M
$27.25M
Profit -$442,040.18
Realized
$1.05M
Unrealized
$26.2M
Dividends
$3.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$442,040.18
Win %
70%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$356,294.23
Win %
70%
This Month
Compared to last month
Gain
0.06%
Profit
$78,632.53
Win %
70%
This Year
Compared to last year
Gain
10.75%
Profit
$13.33M
Win %
70%
GE General Electric Company
+3.1%
+$10,311.53 
STX Seagate Technology Holdings plc
+3.09%
+$39,597.15 
ALL Allstate Corporation
+2.6%
+$14,594.72 
NOC Northrop Grumman Corporation
+2.45%
+$11,694.26 
CB Chubb Limited
+2.43%
+$15,138.55 
TTE TotalEnergies SE
+2.38%
+$5,004.56 
GEV GE Vernova Inc.
+2.37%
+$36,966.19 
CSCO Cisco Systems, Inc.
+2.31%
+$66,652.85 
ORCL Oracle Corporation
+2.29%
+$5,714.25 
ABT Abbott Laboratories
+1.93%
+$6,604.78 
UNH UnitedHealth Group Incorporated
+1.89%
+$12,591.88 
MO Altria Group, Inc.
+1.86%
+$10,021.84 
JNJ Johnson & Johnson
+1.64%
+$17,751.09 
CAT Caterpillar Inc.
+1.58%
+$13,685.68 
RTX RTX Corporation
+1.53%
+$12,046.32 
ABBV AbbVie Inc.
+1.51%
+$24,591.36 
DELL Dell Technologies Inc.
+1.47%
+$33,252.25 
XOM Exxon Mobil Corporation
+1.36%
+$26,708.09 
PM Philip Morris International Inc.
+1.32%
+$21,490.62 
WELL Welltower Inc.
+1.29%
+$3,875.04 
INSM Insmed Inc.
+1.22%
+$2,842.7 
MRK Merck & Co., Inc.
+1.19%
+$9,106.32 
CVX Chevron Corporation
+1.17%
+$15,626.2 
MCK McKesson Corporation
+0.98%
+$6,144.61 
GLD SPDR Gold Shares
+0.97%
+$5,458.68 
VLO Valero Energy Corporation
+0.96%
+$4,613.76 
PH Parker-Hannifin Corporation
+0.96%
+$3,720.99 
LLY Eli Lilly and Company
+0.95%
+$10,692.2 
PWR Quanta Services Inc.
+0.94%
+$14,773.6 
PRU Prudential Financial, Inc.
+0.9%
+$4,210.32 
JCI Johnson Controls International plc
+0.83%
+$5,487.3 
GD General Dynamics Corporation
+0.82%
+$3,070.2 
VZ Verizon Communications Inc.
+0.81%
+$6,536.61 
APD Air Products and Chemicals, Inc.
+0.8%
+$3,171.52 
COP ConocoPhillips
+0.8%
+$5,029.2 
GILD Gilead Sciences Inc.
+0.76%
+$12,282.75 
MET MetLife Inc.
+0.75%
+$3,565.8 
FCX Freeport-McMoRan Inc.
+0.72%
+$3,876.6 
CTVA Corteva Inc.
+0.69%
+$2,540.4 
TDG TransDigm Group Inc.
+0.66%
+$3,809.59 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.64%
+$1,820.81 
JPM JPMorgan Chase & Co.
+0.62%
+$13,144.23 
TGT Target Corporation
+0.62%
+$1,805.25 
GFI Gold Fields Ltd. Sponsored ADR
+0.61%
+$1,004.05 
DE Deere & Company
+0.55%
+$1,784.36 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+0.53%
+$1,013.76 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$3,177.68 
TLT iShares 20+ Year Treasury Bond ETF
+0.5%
+$2,728.11 
NEE NextEra Energy, Inc.
+0.4%
+$3,419.28 
AMLP Alerian MLP ETF
+0.38%
+$820 
HDV iShares Core High Dividend ETF
+0.35%
+$807 
EMN Eastman Chemical Company
+0.33%
+$1,000.8 
BJ BJ's Wholesale Club Holdings, Inc.
+0.3%
+$637.84 
AEM Agnico Eagle Mines Limited
+0.26%
+$419.4 
TIP iShares TIPS Bond ETF
+0.26%
+$553.58 
LNG Cheniere Energy Inc.
+0.23%
+$1,834.2 
BAC Bank of America Corporation
+0.23%
+$2,269.82 
TMUS T-Mobile US, Inc.
+0.23%
+$1,886.72 
IEF iShares 7-10 Year Treasury Bond ETF
+0.21%
+$2,184 
WMT Walmart Inc.
+0.18%
+$2,354.94 
WFC Wells Fargo & Company
+0.18%
+$1,361.44 
PFE Pfizer Inc.
+0.14%
+$646.8 
MBB iShares MBS ETF
+0.13%
+$1,981.87 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.1%
+$686.29 
MDLZ Mondelez International, Inc.
+0.1%
+$288.9 
IEI iShares 3-7 Year Treasury Bond ETF
+0.09%
+$1,788.15 
APH Amphenol Corporation
+0.07%
+$259.73 
REGN Regeneron Pharmaceuticals, Inc.
+0.07%
+$199.76 
PG Procter & Gamble Co
+0.06%
+$188.28 
SNY Sanofi American Depositary Receipt
+0.06%
+$147.34 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$656.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.04%
+$186.16 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$157.6 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$777.42 
AZN AstraZeneca PLC American Depositary Shares
+0.02%
+$119.02 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.46%
-$35,141.13 
CDNS Cadence Design Systems, Inc.
-9.54%
-$47,450.16 
NFLX Netflix, Inc.
-7.45%
-$32,087.68 
META Meta Platforms Inc Class A
-4.76%
-$85,757.95 
VNET VNET Group Inc. American Depositary Receipt
-3.95%
-$5,112.41 
RYAAY Ryanair Holdings plc American Depositary Receipt
-3.46%
-$8,362.98 
IBM International Business Machines Corporation
-3.33%
-$45,508.2 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.87%
-$9,639.3 
APO Apollo Global Management, Inc.
-2.81%
-$9,342 
AMAT Applied Materials, Inc.
-2.53%
-$16,613.1 
KO The Coca-Cola Company
-2.51%
-$19,099.71 
CERS Cerus Corporation
-2.34%
-$1,443.75 
UBER Uber Technologies, Inc.
-2.24%
-$13,035.98 
LUV Southwest Airlines Co.
-2.21%
-$12,903.42 
MSFT Microsoft Corp.
-2.11%
-$97,350.99 
TSLA Tesla, Inc.
-2.07%
-$22,457.84 
GOOG Alphabet Inc
-1.95%
-$20,784.48 
GOOGL Alphabet Inc
-1.92%
-$90,576.55 
KKR KKR & Co. Inc.
-1.87%
-$7,276.8 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.81%
-$5,153.13 
V Visa Inc. Class A
-1.8%
-$31,559.51 
DASH DoorDash, Inc.
-1.76%
-$10,833.97 
NVO Novo Nordisk A/S Sponsored ADR
-1.75%
-$5,058.9 
PAYX Paychex Inc.
-1.73%
-$6,000.65 
MA Mastercard Incorporated
-1.64%
-$15,585.37 
COF Capital One Financial Corporation
-1.55%
-$8,076.95 
KLAC KLA Corporation
-1.5%
-$11,086.4 
ABNB Airbnb, Inc.
-1.46%
-$11,410.1 
GS The Goldman Sachs Group, Inc.
-1.41%
-$7,884.6 
TMO Thermo Fisher Scientific Inc.
-1.39%
-$7,736.06 
IR Ingersoll Rand Inc.
-1.38%
-$4,090.32 
WMB The Williams Companies, Inc.
-1.37%
-$12,478.35 
LOW Lowe's Companies Inc.
-1.29%
-$4,456.34 
BX Blackstone Inc.
-1.26%
-$3,915.54 
CRH CRH plc
-1.24%
-$13,047.6 
CRM Salesforce Inc
-1.22%
-$4,370.1 
BLK BlackRock, Inc.
-1.19%
-$5,028.49 
URI United Rentals, Inc.
-1.14%
-$5,434.56 
NVDA NVIDIA Corporation
-1.09%
-$60,113.79 
BN Brookfield Corporation
-1.04%
-$17,242.18 
C Citigroup Inc.
-1.02%
-$9,992.38 
PHM PulteGroup Inc.
-1%
-$3,528.15 
HSY The Hershey Company
-0.95%
-$2,485.02 
CLX The Clorox Company
-0.89%
-$1,708.08 
PEP PepsiCo, Inc.
-0.88%
-$6,036.84 
SCHW Charles Schwab Corporation
-0.84%
-$4,871.04 
SLB Schlumberger Limited
-0.83%
-$5,791.11 
NRG NRG Energy, Inc.
-0.81%
-$2,206.34 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.8%
-$1,296.12 
HD The Home Depot, Inc.
-0.79%
-$3,383.15 
SAN Banco Santander S.A. Sponsored ADR
-0.77%
-$1,109.01 
QCOM QUALCOMM Incorporated
-0.77%
-$4,004.67 
VLRS Controladora Vuela Compañía de Aviación, S.A.B. de C.V. ADR
-0.76%
-$825.84 
DHR Danaher Corporation
-0.73%
-$3,263.1 
BTI British American Tobacco p.l.c. ADR
-0.71%
-$3,777.75 
EQR Equity Residential
-0.59%
-$1,680.18 
AMGN Amgen Inc.
-0.58%
-$3,222.69 
SCHX Schwab U.S. Large-Cap ETF
-0.57%
-$1,632.79 
COST Costco Wholesale Corporation
-0.55%
-$6,459.05 
AVGO Broadcom Inc.
-0.52%
-$21,471.81 
IWV ISHARES RUSSELL 3000 ETF
-0.52%
-$1,527.11 
IWB iShares Russell 1000 ETF
-0.51%
-$1,276.55 
GM General Motors Company
-0.49%
-$2,424.4 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$18,951.77 
AMZN Amazon.com Inc
-0.48%
-$24,584.4 
TFC Truist Financial Corporation
-0.44%
-$2,235.32 
LIN Linde plc
-0.41%
-$2,058.46 
PPL PPL Corporation
-0.41%
-$1,246.05 
FDX FedEx Corporation
-0.4%
-$4,064.45 
HLT Hilton Worldwide Holdings Inc.
-0.39%
-$2,557.83 
SHW The Sherwin-Williams Company
-0.36%
-$1,338.93 
AAPL Apple Inc.
-0.31%
-$12,551.22 
EFA iShares MSCI EAFE ETF
-0.29%
-$696.6 
MS Morgan Stanley
-0.28%
-$1,131.5 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
-0.27%
-$435.24 
BBY Best Buy Co., Inc.
-0.25%
-$715.26 
UPS United Parcel Service, Inc.
-0.22%
-$771.42 
GPC Genuine Parts Company
-0.21%
-$660.4 
USB U.S. Bancorp
-0.2%
-$707.12 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.19%
-$5,189.37 
SBSW Sibanye Stillwater Ltd - ADR
-0.18%
-$199.84 
IWD iShares Russell 1000 Value ETF
-0.17%
-$1,096.07 
VONV Vanguard Russell 1000 Value Index Fund
-0.17%
-$596.34 
ASML ASML Holding N.V. New York Registry Shares
-0.16%
-$4,151.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.11%
-$257.36 
PLD Prologis Inc.
-0.07%
-$518.6 
WEC WEC Energy Group Inc.
-0.02%
-$59.92 Events
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Dividends
Dividend Analysis
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| Trades 748 | Longs Won 476/748 63% | Profit Factor 6.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,548.63 |
| Average Win $68,408.01 | Best Trade (Jul 15) $2.05M | Sharpe Ratio -12.34 |
| Average Loss -$19,514.58 | Worst Trade (Jul 10) -$543,883.55 | Z-Score 5.09 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $36,436.16 |
| 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 | 7,042 | 6,338 | 5,634 | 4,930 | 4,225 | 3,521 | 2,817 | 2,113 | 1,408 | 704 |
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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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