Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025

Td Private Client Wealth LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.07 Trillion distributed in 1404 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 $313B, Ishares Tr with a value of $221B, Spdr S&P 500 ETF Trust with a value of $213B, Vanguard Mortg Backed Sec ETF with a value of $192B, and Ishares U.S. Treasury Bond ETF with a value of $147B.

Examining the 13F form we can see an increase of $440B in the current position value, from $3.63T to 4.07T.

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 $4.07 Trillion
Technology: $281 Billion
Financial Services: $194 Billion
Healthcare: $128 Billion
Industrials: $124 Billion
Communication Services: $102 Billion
Consumer Cyclical: $96.3 Billion
Consumer Defensive: $72.8 Billion
Utilities: $55 Billion
Other: $109 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$313 Billion 7.7% of portfolio
4,312,251
Q2 2025 Added 7.18%
$0
$221 Billion 5.43% of portfolio
2,649,344
Q2 2025 Added 6.21%
$0
$213 Billion 5.23% of portfolio
344,699
Q2 2025 Reduced 1.18%
$0
$192 Billion 4.71% of portfolio
4,141,363
Q2 2025 Added 5.55%
$0
$147 Billion 3.61% of portfolio
6,389,947
Q2 2025 Added 4.68%
$0
$94.6 Billion 2.32% of portfolio
461,990
Q2 2025 Added 1.34%
$0
$83.5 Billion 2.05% of portfolio
1,306,563
Q2 2025 Added 16.38%
$0
$83 Billion 2.04% of portfolio
1,412,670
Q2 2025 Added 4.92%
$0
$81.7 Billion 2.01% of portfolio
206,087
Q2 2025 Added 12.59%
$0
$81 Billion 1.99% of portfolio
420,323
Q2 2025 Added 5.78%
$0
$77.2 Billion 1.9% of portfolio
1,449,210
Q2 2025 Added 12.31%
$0
$74.3 Billion 1.83% of portfolio
897,233
Q2 2025 Reduced 2.34%
$3.77T
$61 Billion 1.5% of portfolio
122,537
Q2 2025 Reduced 1.7%
$0
$49.7 Billion 1.22% of portfolio
625,749
Q2 2025 Added 6.75%
$0
$49.4 Billion 1.21% of portfolio
559,551
Q2 2025 Added 5.36%
$0
$48.5 Billion 1.19% of portfolio
807,749
Q2 2025 Added 4.52%
$0
$43 Billion 1.06% of portfolio
77,871
Q2 2025 New
$0
$42.8 Billion 1.05% of portfolio
75,271
Q2 2025 Added 0.65%
$0
$42.3 Billion 1.04% of portfolio
354,984
Q2 2025 Reduced 2.64%
$0
$42.3 Billion 1.04% of portfolio
473,318
Q2 2025 Reduced 1.92%
$0
$41.5 Billion 1.02% of portfolio
66,907
Q2 2025 Added 4.41%
$0
$41.1 Billion 1.01% of portfolio
414,305
Q2 2025 Added 3.32%
$416B
$39 Billion 0.96% of portfolio
246,732
Q2 2025 Added 0.86%
$2.32T
$35.6 Billion 0.87% of portfolio
162,271
Q2 2025 Added 2.84%
$0
$33.7 Billion 0.83% of portfolio
190,457
Q2 2025 Added 3.41%
$0
$31.9 Billion 0.78% of portfolio
604,521
Q2 2025 Added 10.62%
$0
$31.8 Billion 0.78% of portfolio
72,532
Q2 2025 Reduced 3.63%
$0
$30.4 Billion 0.75% of portfolio
276,164
Q2 2025 Added 7.2%
$1.58T
$30.2 Billion 0.74% of portfolio
40,884
Q2 2025 Reduced 4.44%
$855B
$28.1 Billion 0.69% of portfolio
97,085
Q2 2025 Added 1.69%
$0
$26.6 Billion 0.65% of portfolio
1,004,274
Q2 2025 Added 17.63%
$3.45T
$24.4 Billion 0.6% of portfolio
118,933
Q2 2025 Added 1.09%
$0
$23.9 Billion 0.59% of portfolio
218,607
Q2 2025 Added 22.29%
$0
$22.4 Billion 0.55% of portfolio
361,893
Q2 2025 Reduced 3.59%
$0
$22.5 Billion 0.55% of portfolio
204,954
Q2 2025 Added 3.74%
$0
$22.3 Billion 0.55% of portfolio
269,337
Q2 2025 Added 9.76%
$0
$21.9 Billion 0.54% of portfolio
112,827
Q2 2025 Added 3.26%
$0
$20 Billion 0.49% of portfolio
686,148
Q2 2025 Added 7.69%
$113B
$19.2 Billion 0.47% of portfolio
69,800
Q2 2025 Added 11.55%
$256B
$18.7 Billion 0.46% of portfolio
102,878
Q2 2025 Reduced 9.78%
$0
$18.5 Billion 0.45% of portfolio
94,595
Q2 2025 Reduced 4.71%
$0
$16.2 Billion 0.4% of portfolio
206,203
Q2 2025 Reduced 12.64%
$0
$16.1 Billion 0.4% of portfolio
57,567
Q2 2025 Added 4.97%
$109B
$15.6 Billion 0.38% of portfolio
51,235
Q2 2025 Added 14.63%
$331B
$14.9 Billion 0.37% of portfolio
80,146
Q2 2025 Added 1.51%
$1.14T
$14.9 Billion 0.37% of portfolio
84,501
Q2 2025 Reduced 14.19%
$0
$15.2 Billion 0.37% of portfolio
138,647
Q2 2025 Reduced 7.74%
$0
$15.1 Billion 0.37% of portfolio
159,729
Q2 2025 Reduced 7.92%
$0
$15.1 Billion 0.37% of portfolio
158,694
Q2 2025 Added 4.73%

Summary

  • Portfolio
  • No. of Stocks 1,404
  • Current Value $4.07 Trillion
  • Prior Value $3.63 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 125 stocks
  • Additional Purchases 563 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 566 stocks
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