Top 50 Bingham Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.69% | 26.7K | $4.6M | +3.21%(+829) | $148.72(+31.01%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.39% | 20.5K | $4.3M | +16.36%(+2.88K) | $207.39(+17.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.38% | 11.5K | $4.3M | -32.32%(-5.50K) | $435.15(-10.26%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.03% | 13.3K | $3.8M | +12.66%(+1.49K) | $192.62(+86.85%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.72% | 11.1K | $3.4M | +2.89%(+311) | $205.62(+75.30%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.67% | 5.2K | $3.4M | +33.93%(+1.31K) | $603.64(+23.38%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.48% | 12.3K | $3.1M | -27.39%(-4.64K) | $229.55(+34.45%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.26% | 31.1K | $2.8M | +0.59%(+181) | $91.62(-0.20%) | 2026-03-31 | |
| EQAL | INVESCO EXCH TRADED FD TR II | 1.97% | 45.1K | $2.5M | -0.21%(-93) | $48.46(+22.76%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.82% | 13.5K | $2.3M | +14.06%(+1.66K) | $116.56(+17.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.34% | -3.96% |
| Top 20 Holdings Unweighted | +2.46% | +7.57% |
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