Td Private Client Wealth LLC Purchases in Q2 2025

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
289K
+ 7.18%
$58.41 - $72.69 $16.9M - $21M
4.31M $313B
QQQ
Invesco Qqq Trust, Series 1

ETFs
77.9K
New
$416.06 - $551.64 $32.4M - $43M
77.9K $43B
IEFA
Ishares Tr

ETFs
155K
+ 6.21%
$67.83 - $84.09 $10.5M - $13M
2.65M $221B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
23.1K
+ 12.59%
$299.15 - $396.54 $6.9M - $9.14M
206K $81.7B
DGRO
Ishares Core Dividend Growth E

ETFs
184K
+ 16.38%
$55.22 - $63.94 $10.2M - $11.8M
1.31M $83.5B
VXF
Vanguard Extended Market ETF

ETFs
23K
+ 5.78%
$150.43 - $192.71 $3.46M - $4.43M
420K $81B
NVDA
Nvidia Corp

Technology
2.09K
+ 0.86%
$94.31 - $157.99 $197K - $331K
247K $39B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
218K
+ 5.55%
$45.2 - $46.6 $9.85M - $10.2M
4.14M $192B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
159K
+ 12.31%
$51.1 - $53.29 $8.12M - $8.46M
1.45M $77.2B
AVGO
Broadcom Inc.

Technology
7.23K
+ 11.55%
$146.29 - $275.65 $1.06M - $1.99M
69.8K $19.2B
RTX
Raytheon Technologies Corp

Industrials
48.1K
New
$113.75 - $148.48 $5.47M - $7.14M
48.1K $7.02B
IEMG
Ishares Inc

ETFs
34.9K
+ 4.52%
N/A
808K $48.5B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
286K
+ 4.68%
$22.54 - $23.17 $6.44M - $6.62M
6.39M $147B
IVW
Ishares S&P 500 Growth ETF

ETFs
18.6K
+ 7.2%
$82.96 - $110.1 $1.54M - $2.04M
276K $30.4B
VIG
Vanguard Dividend Appreciation

ETFs
6.12K
+ 1.34%
N/A
462K $94.6B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
52.9K
New
$82.32 - $112.47 $4.36M - $5.95M
52.9K $5.95B
AMZN
Amazon Com Inc

Consumer Cyclical
4.48K
+ 2.84%
$167.32 - $223.3 $750K - $1M
162K $35.6B
IVV
Ishares Core S&P 500 ETF

ETFs
2.83K
+ 4.41%
$498.8 - $620.9 $1.41M - $1.75M
66.9K $41.5B
TTE
Total Energies Se

Energy
81.8K
New
N/A
81.8K $5.02B
UBER
Uber Technologies, Inc

Technology
53.8K
New
$64.62 - $93.3 $3.47M - $5.02M
53.8K $5.02B
JPM
Jpmorgan Chase & CO

Financial Services
1.61K
+ 1.69%
$210.28 - $289.91 $339K - $468K
97.1K $28.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
488
+ 0.65%
$456.74 - $568.03 $223K - $277K
75.3K $42.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
49K
+ 7.69%
$22.27 - $29.21 $1.09M - $1.43M
686K $20B
COF
Capital One Financial Corp

Financial Services
18.9K
+ 1241.22%
$150.57 - $212.76 $2.84M - $4.02M
20.4K $4.34B
VGSH
Vanguard

ETFs
66.3K
+ 4.92%
$58.32 - $58.95 $3.87M - $3.91M
1.41M $83B
MUB
Ishares National Muni Bond ETF

ETFs
37.5K
+ 81.55%
$102.31 - $105.8 $3.83M - $3.96M
83.4K $8.71B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
39.6K
+ 6.75%
$77.94 - $79.5 $3.08M - $3.15M
626K $49.7B
IDV
Ishares Tr

ETFs
74.8K
+ 31.89%
$27.79 - $34.84 $2.08M - $2.61M
309K $10.7B
BTI
British American Tobacco P.L.C.

Consumer Defensive
65.6K
+ 163.31%
$39.43 - $49.34 $2.59M - $3.24M
106K $5.01B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
58.1K
+ 10.62%
$51.68 - $52.76 $3M - $3.06M
605K $31.9B
NFLX
Netflix Inc

Communication Services
23
+ 0.29%
$855.86 - $1339.13 $19.7K - $30.8K
7.92K $10.6B
Ge Vernova Inc Com
1.63K
+ 17.08%
N/A
11.2K $5.91B
APH
Amphenol Corp

Technology
10.4K
+ 17.63%
$59.09 - $98.75 $615K - $1.03M
69.5K $6.86B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
151K
+ 17.63%
$24.32 - $27.87 $3.66M - $4.19M
1M $26.6B
GLD
Spdr Gold Trust

ETFs
6.54K
+ 14.63%
$273.71 - $316.29 $1.79M - $2.07M
51.2K $15.6B
Gsk PLC Sponsored Adr New
70.9K
+ 997.47%
N/A
78K $3B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
30.8K
+ 21718.31%
$87.84 - $1441.89 $2.71M - $44.5M
31K $2.79B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.58K
+ 26.44%
$141.37 - $228.57 $789K - $1.27M
26.7K $6.04B
SPOT
Spotify Technology S.A.

Communication Services
500
+ 5.05%
$503.3 - $775.9 $252K - $388K
10.4K $7.98B
GE
General Electric CO

Industrials
7.06K
+ 81.49%
$166.81 - $257.39 $1.18M - $1.82M
15.7K $4.04B
VCIT
Vanguard Intermediate Term Cor

ETFs
24K
+ 9.76%
$79.56 - $82.92 $1.91M - $1.99M
269K $22.3B
SUB
Ishares Short Term National Mu

ETFs
20.2K
+ 29.79%
$104.77 - $106.34 $2.12M - $2.15M
88K $9.36B
XLU
Utilities Sector Spdr

ETFs
25.1K
+ 2205.46%
$73.09 - $82.77 $1.83M - $2.07M
26.2K $2.14B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.9K
+ 11.91%
$113.67 - $150.4 $671K - $888K
55.5K $8.34B
KMB
Kimberly Clark Corp

Consumer Defensive
15.3K
+ 4462.97%
$126.84 - $145.22 $1.94M - $2.22M
15.7K $2.02B
VO
Vanguard Mid Cap ETF

ETFs
2.73K
+ 4.97%
$228.54 - $279.83 $623K - $763K
57.6K $16.1B
VTV
Vanguard Value ETF

ETFs
6.28K
+ 3.41%
$153.67 - $176.74 $964K - $1.11M
190K $33.7B
SCHW
Schwab Charles Corp

Financial Services
17.2K
+ 87.05%
$69.06 - $91.24 $1.19M - $1.57M
37.1K $3.38B
TRV
Travelers Companies, Inc.

Financial Services
6.53K
New
$233.83 - $276.34 $1.53M - $1.81M
6.53K $1.75B
Activity Summary
Buys All Purchases 688 New Holdings 125 Increased Positions 563 Sells All Sells 566 Reductions 566 Sold out 0 Options Calls 0 Puts 0
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