Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025

Td Private Client Wealth LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.63 Trillion distributed in 1415 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $265B, Spdr S&P 500 ETF Trust with a value of $195B, Ishares Tr with a value of $189B, Vanguard Mortg Backed Sec ETF with a value of $182B, and Ishares U.S. Treasury Bond ETF with a value of $140B.

Examining the 13F form we can see an increase of $55.1B in the current position value, from $3.58T to 3.63T.

Td Private Client Wealth LLC is based out at New York, NY

Below you can find more details about Td Private Client Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.63 Trillion
Technology: $224 Billion
Financial Services: $174 Billion
Healthcare: $142 Billion
Industrials: $107 Billion
Communication Services: $89 Billion
Consumer Cyclical: $84.8 Billion
Consumer Defensive: $65.5 Billion
Utilities: $56.7 Billion
Other: $104 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$265 Billion 7.29% of portfolio
4,023,317
Q1 2025 Added 11.33%
$0
$195 Billion 5.37% of portfolio
348,814
Q1 2025 Added 2.33%
$0
$189 Billion 5.2% of portfolio
2,494,414
Q1 2025 Added 12.33%
$0
$182 Billion 5.0% of portfolio
3,923,459
Q1 2025 Added 8.45%
$0
$140 Billion 3.86% of portfolio
6,104,423
Q1 2025 Added 7.27%
$0
$88.4 Billion 2.44% of portfolio
455,868
Q1 2025 Added 2.2%
$0
$79 Billion 2.18% of portfolio
1,346,379
Q1 2025 Added 6.87%
$0
$76 Billion 2.09% of portfolio
918,698
Q1 2025 Reduced 4.87%
$0
$69.4 Billion 1.91% of portfolio
1,122,671
Q1 2025 Added 15.05%
$0
$68.4 Billion 1.89% of portfolio
397,338
Q1 2025 Added 8.69%
$0
$67.8 Billion 1.87% of portfolio
1,290,398
Q1 2025 Added 15.44%
$0
$61.2 Billion 1.69% of portfolio
183,036
Q1 2025 Added 17.13%
$0
$48.3 Billion 1.33% of portfolio
531,083
Q1 2025 Added 7.64%
$2.94T
$46.8 Billion 1.29% of portfolio
124,650
Q1 2025 Added 4.98%
$0
$46.2 Billion 1.27% of portfolio
128,041
Q1 2025 Reduced 2.78%
$0
$46.3 Billion 1.27% of portfolio
586,168
Q1 2025 Reduced 4.39%
$0
$41.7 Billion 1.15% of portfolio
772,819
Q1 2025 Added 8.08%
$0
$39.7 Billion 1.09% of portfolio
400,985
Q1 2025 Added 5.91%
$0
$39.4 Billion 1.09% of portfolio
482,566
Q1 2025 Added 4.51%
$0
$38.4 Billion 1.06% of portfolio
74,783
Q1 2025 Added 4.36%
$0
$36 Billion 0.99% of portfolio
64,081
Q1 2025 Added 7.14%
$0
$31.8 Billion 0.88% of portfolio
184,182
Q1 2025 Reduced 0.77%
$1.91T
$30 Billion 0.83% of portfolio
157,789
Q1 2025 Added 9.76%
$0
$28.6 Billion 0.79% of portfolio
546,464
Q1 2025 Added 23.52%
$0
$27.9 Billion 0.77% of portfolio
75,267
Q1 2025 Reduced 1.39%
$272B
$26.5 Billion 0.73% of portfolio
244,638
Q1 2025 Added 2.75%
$3.39T
$26.1 Billion 0.72% of portfolio
117,650
Q1 2025 Added 2.38%
$1.25T
$24.7 Billion 0.68% of portfolio
42,782
Q1 2025 Added 5.29%
$0
$23.9 Billion 0.66% of portfolio
257,609
Q1 2025 Reduced 19.9%
$0
$23.9 Billion 0.66% of portfolio
853,767
Q1 2025 Added 4.53%
$718B
$23.4 Billion 0.65% of portfolio
95,472
Q1 2025 Added 1.15%
$0
$21.9 Billion 0.6% of portfolio
375,378
Q1 2025 Reduced 3.18%
$0
$21.5 Billion 0.59% of portfolio
197,568
Q1 2025 Added 6.95%
$0
$20.6 Billion 0.57% of portfolio
109,262
Q1 2025 Reduced 26.14%
$0
$20.1 Billion 0.55% of portfolio
245,377
Q1 2025 Added 0.18%
$0
$18.9 Billion 0.52% of portfolio
99,272
Q1 2025 Reduced 6.47%
$0
$18.5 Billion 0.51% of portfolio
236,042
Q1 2025 Added 0.44%
$264B
$18.1 Billion 0.5% of portfolio
114,036
Q1 2025 Added 1.67%
$342B
$16.5 Billion 0.46% of portfolio
78,953
Q1 2025 Added 15.52%
$0
$16.6 Billion 0.46% of portfolio
178,755
Q1 2025 Added 22.28%
$0
$16 Billion 0.44% of portfolio
173,466
Q1 2025 Reduced 4.86%
$0
$16 Billion 0.44% of portfolio
637,150
Q1 2025 Added 38.05%
$0
$15.7 Billion 0.43% of portfolio
150,279
Q1 2025 Added 0.64%
$957B
$15.2 Billion 0.42% of portfolio
98,471
Q1 2025 Reduced 3.37%
$0
$14.2 Billion 0.39% of portfolio
151,520
Q1 2025 Added 8.57%
$0
$14.2 Billion 0.39% of portfolio
54,842
Q1 2025 Added 13.88%
$0
$13.7 Billion 0.38% of portfolio
178,677
Q1 2025 Reduced 1.27%
$0
$13.5 Billion 0.37% of portfolio
99,275
Q1 2025 Reduced 13.74%
$273B
$13 Billion 0.36% of portfolio
77,968
Q1 2025 Added 5.63%

Summary

  • Portfolio
  • No. of Stocks 1,415
  • Current Value $3.63 Trillion
  • Prior Value $3.58 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 184 stocks
  • Additional Purchases 662 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 424 stocks
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