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
VB
Vanguard Small Cap ETF

ETFs
4.33K
+ 9.21%
$193.73 - $237.37 $838K - $1.03M
51.3K $12.2B
PNC
Pnc Financial Services Group, Inc.

Financial Services
7.47K
+ 23.75%
$149.76 - $186.42 $1.12M - $1.39M
39K $7.26B
ABC
Amerisourcebergen Corp

Healthcare
5.55K
New
N/A
5.55K $1.66B
KLAC
Kla Corp

Technology
993
+ 32.63%
$576.53 - $902.94 $572K - $897K
4.04K $3.62B
CVS
Cvs Health Corp

Healthcare
20.8K
+ 26.31%
$60.04 - $70.18 $1.25M - $1.46M
99.7K $6.88B
WMT
Walmart Inc.

Consumer Defensive
6.82K
+ 8.28%
$81.79 - $99.98 $557K - $681K
89.2K $8.72B
HYLB
Xtrackers Usd High Yield Corp

ETFs
34.9K
+ 15.96%
$34.72 - $36.92 $1.21M - $1.29M
253K $9.35B
MDT
Medtronic PLC

Healthcare
19.5K
+ 19.81%
$80.68 - $88.86 $1.57M - $1.73M
118K $10.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.3K
+ 3.32%
$96.84 - $99.46 $1.29M - $1.32M
414K $41.1B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
5.33K
New
$201.28 - $266.34 $1.07M - $1.42M
5.33K $1.42B
IWD
Ishares Russell 1000 Val ETF

ETFs
3.57K
+ 3.26%
$166.82 - $194.23 $595K - $692K
113K $21.9B
CI
Cigna Corp

Healthcare
4.04K
+ 90.36%
$301.89 - $340.04 $1.22M - $1.37M
8.51K $2.81B
FE
Firstenergy Corp

Utilities
33.2K
+ 70.95%
$38.31 - $43.17 $1.27M - $1.43M
80K $3.22B
TSLA
Tesla, Inc.

Consumer Cyclical
1.78K
+ 13.98%
$221.86 - $362.89 $396K - $647K
14.5K $4.62B
KKR
Kkr & Co. Inc.

Financial Services
4.38K
+ 10.47%
$92.79 - $134.29 $406K - $588K
46.2K $6.14B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
25.7K
+ 106.08%
$49.57 - $50.27 $1.27M - $1.29M
50K $2.51B
DELL
Dell Technologies Inc.

Technology
10.6K
New
$71.63 - $125.98 $760K - $1.34M
10.6K $1.3B
HAS
Hasbro, Inc.

Consumer Cyclical
6.86K
+ 11.47%
$50.71 - $73.82 $348K - $507K
66.7K $4.92B
MS
Morgan Stanley

Financial Services
2.52K
+ 7.06%
$99.83 - $140.86 $251K - $354K
38.1K $5.37B
NGG
National Grid PLC

Utilities
8.17K
+ 11.98%
$62.74 - $74.79 $513K - $611K
76.4K $5.69B
ADI
Analog Devices Inc

Technology
1.91K
+ 9.56%
$164.6 - $238.02 $314K - $454K
21.9K $5.2B
BAC
Bank Of America Corp

Financial Services
6.8K
+ 4.58%
$34.39 - $47.46 $234K - $322K
155K $7.33B
SLV
I Shares Silver Trust

ETFs
33.5K
+ 212.52%
$27.08 - $33.74 $908K - $1.13M
49.3K $1.62B
EMR
Emerson Electric CO

Industrials
805
+ 1.87%
$94.15 - $133.33 $75.8K - $107K
43.8K $5.84B
ALLE
Allegion PLC

Industrials
6.34K
+ 42.34%
$118.52 - $145.64 $752K - $924K
21.3K $3.07B
DIS
Walt Disney CO

Communication Services
3.12K
+ 11.06%
$81.72 - $124.01 $255K - $387K
31.4K $3.89B
T
At&T Inc.

Communication Services
34.7K
+ 26.53%
$26.33 - $28.94 $912K - $1M
165K $4.78B
ASML
Asml Holding Nv

Technology
1.1K
+ 78.01%
$595.37 - $815.24 $655K - $897K
2.51K $2.01B
ADSK
Autodesk, Inc.

Technology
2.2K
+ 28.0%
N/A
10K $3.11B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
21.9K
+ 249.54%
$45.07 - $52.57 $987K - $1.15M
30.7K $1.5B
Servicetitan Inc Cl A
9.71K
New
N/A
9.71K $1.04B
TLT
Ishares Barclays 20+ Year Trea

ETFs
28.5K
+ 5.36%
$83.97 - $92.85 $2.39M - $2.64M
560K $49.4B
IGOV
Ishares 1 3 International Trea

ETFs
24K
New
$39.53 - $43.1 $949K - $1.03M
24K $1.03B
TT
Trane Technologies PLC

Industrials
550
+ 6.97%
$315.21 - $437.41 $173K - $241K
8.44K $3.69B
HLNE
Hamilton Lane Inc

Financial Services
7.24K
+ 19575.68%
$126.65 - $175.49 $917K - $1.27M
7.28K $1.03B
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.39K
+ 3.74%
$105.23 - $109.61 $777K - $810K
205K $22.5B
BKF
Ishares Mcsi Bic ETF

ETFs
23.3K
+ 231.44%
$34.82 - $41.58 $811K - $968K
33.3K $1.38B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.58K
+ 59.73%
$468.22 - $566.51 $737K - $892K
4.21K $2.39B
DVY
Ishares Tr

ETFs
7.88K
+ 15.08%
$118.37 - $134.86 $933K - $1.06M
60.2K $7.99B
MA
Mastercard Inc

Financial Services
1.17K
+ 6.02%
$479.92 - $590.74 $561K - $690K
20.6K $11.6B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
7.17K
+ 4.73%
$89.58 - $95.01 $643K - $682K
159K $15.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.8K
+ 11.4%
$19.6 - $24.44 $368K - $459K
184K $4.49B
IBM
International Business Machines Corp

Technology
354
+ 2.2%
$221.03 - $294.78 $78.2K - $104K
16.4K $4.85B
V
Visa Inc.

Financial Services
1.99K
+ 7.25%
$308.27 - $373.31 $614K - $744K
29.5K $10.5B
AXP
American Express CO

Financial Services
268
+ 1.94%
$231.39 - $318.98 $62K - $85.5K
14.1K $4.49B
WFC
Wells Fargo & Company

Financial Services
1.84K
+ 2.48%
$60.98 - $80.12 $112K - $147K
75.9K $6.08B
ROP
Roper Technologies Inc

Industrials
1.34K
+ 968.84%
$519.19 - $590.78 $694K - $790K
1.48K $836M
VGIT
Vanguard Intermediate Term Tre

ETFs
12.1K
+ 26.16%
$58.63 - $59.9 $707K - $722K
58.1K $3.48B
NTR
Nutrien Ltd.

Basic Materials
4.87K
+ 9.63%
$46.88 - $62.89 $228K - $306K
55.5K $3.23B
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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