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
PPG
Ppg Industries Inc

Basic Materials
1.74K
+ 27.72%
$91.66 - $115.04 $159K - $200K
8K $910M
DGX
Quest Diagnostics Inc

Healthcare
1.09K
+ 43.97%
N/A
3.57K $641M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
4.1K
+ 35.27%
$53.27 - $54.27 $218K - $222K
15.7K $845M
Viper Energy Inc Cl A
10K
+ 41.83%
N/A
34.1K $1.3B
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.8K
+ 12.16%
$32.62 - $33.58 $189K - $195K
53.5K $1.8B
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.3K
+ 210.68%
$146.74 - $176.07 $191K - $229K
1.92K $312M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.74K
+ 10.3%
$71.96 - $83.42 $197K - $228K
29.3K $2.43B
SJNK
Spdr Bloomberg Short Term High

ETFs
6.54K
+ 5.47%
$24.12 - $25.48 $158K - $167K
126K $3.22B
SHEL
Shell PLC

Energy
3.95K
+ 14.9%
$59.75 - $73.05 $236K - $288K
30.4K $2.14B
IBKR
Interactive Brokers Group, Inc.

Financial Services
41.2K
+ 217.79%
$50.53 - $212.53 $2.08M - $8.76M
60.1K $3.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.85K
+ 12.32%
$483.48 - $539.8 $896K - $1M
16.9K $8.21B
MCD
Mcdonalds Corp

Consumer Cyclical
1.48K
+ 12.49%
$285.55 - $321.23 $424K - $477K
13.4K $3.9B
DASH
Door Dash, Inc.

Communication Services
481
+ 41.86%
$163.16 - $246.51 $78.5K - $119K
1.63K $402M
TJX
Tjx Companies Inc

Consumer Cyclical
1.34K
+ 9.06%
$119.13 - $135.03 $160K - $181K
16.1K $1.99B
IRM
Iron Mountain Inc

Real Estate
869
+ 14.48%
$76.93 - $105.25 $66.9K - $91.5K
6.87K $705M
ON
On Semiconductor Corp

Technology
3.58K
New
$31.95 - $54.21 $114K - $194K
3.58K $187M
HOOD
Robinhood Markets, Inc.

Technology
966
+ 52.82%
$34.17 - $93.63 $33K - $90.4K
2.8K $262M
Labcorp Hldgs Inc Com
134
+ 2.67%
N/A
5.15K $1.35B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.98K
+ 5.81%
$91.43 - $91.74 $181K - $182K
36.1K $3.31B
BX
Blackstone Inc.

Financial Services
994
+ 30.42%
$120.07 - $151.11 $119K - $150K
4.26K $638M
EXEL
Exelixis, Inc.

Healthcare
1.74K
+ 13.47%
$34.13 - $46.26 $59.5K - $80.6K
14.7K $647M
VONE
Vanguard Russell 1000 ETF

ETFs
91
+ 1.72%
$225.48 - $279.48 $20.5K - $25.4K
5.39K $1.51B
EW
Edwards Lifesciences Corp

Healthcare
2.16K
New
$67.07 - $78.22 $145K - $169K
2.16K $169M
MPC
Marathon Petroleum Corp

Energy
239
+ 3.96%
$118.55 - $170.08 $28.3K - $40.6K
6.27K $1.04B
Jacobs Solutions Inc Com
675
+ 10.12%
N/A
7.35K $966M
PRIM
Primoris Services Corp

Industrials
1.2K
+ 40.55%
$52.66 - $80.05 $63.2K - $96.1K
4.16K $324M
WELL
Welltower Inc.

Real Estate
993
+ 51.42%
$136.49 - $155.22 $136K - $154K
2.92K $450M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.77K
+ 13.88%
$24.54 - $25.07 $141K - $145K
47.3K $1.18B
LYG
Lloyds Banking Group PLC

Financial Services
29.5K
+ 50.59%
$3.32 - $4.29 $97.8K - $126K
87.7K $373M
SPG
Simon Property Group Inc

Real Estate
992
+ 52.35%
$140.37 - $171.44 $139K - $170K
2.89K $464M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.54K
+ 41.22%
$90.85 - $102.31 $140K - $157K
5.27K $531M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.25K
+ 108.43%
$49.48 - $61.22 $111K - $138K
4.33K $264M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.7K
+ 69.18%
$86.97 - $102.82 $148K - $175K
4.16K $399M
CBRE
Cbre Group, Inc.

Real Estate
169
+ 1.33%
$113.94 - $140.12 $19.3K - $23.7K
12.9K $1.81B
BK
Bank Of New York Mellon Corp

Financial Services
1.28K
+ 36.41%
$73.31 - $91.62 $93.8K - $117K
4.8K $437M
NI
Nisource Inc.

Utilities
3.21K
+ 8.38%
$37.11 - $40.64 $119K - $130K
41.5K $1.67B
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
4.85K
+ 6380.26%
$22.56 - $29.85 $109K - $145K
4.93K $141M
ASX
Ase Technology Holding Co., Ltd.

Technology
8.45K
+ 25.99%
$7.42 - $10.65 $62.7K - $90K
41K $423M
VRT
Vertiv Holdings CO

Industrials
853
+ 167.25%
N/A
1.36K $175M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.6K
New
$45.11 - $52.34 $117K - $136K
2.6K $136M
DLR
Digital Realty Trust, Inc.

Real Estate
533
+ 38.29%
$136.11 - $177.69 $72.5K - $94.7K
1.93K $336M
NET
Cloudflare, Inc.

Technology
414
+ 65.71%
$97.08 - $195.83 $40.2K - $81.1K
1.04K $204M
FCX
Freeport Mcmoran Inc

Basic Materials
1.37K
+ 10.65%
$29.15 - $44.46 $40K - $61K
14.2K $617M
FCNCA
First Citizens Bancshares Inc

Financial Services
13
+ 1.29%
$1561.69 - $1966.55 $20.3K - $25.6K
1.02K $2B
SE
Sea LTD

Consumer Cyclical
445
+ 26.5%
$105.57 - $170.4 $47K - $75.8K
2.12K $340M
KEYS
Keysight Technologies, Inc.

Technology
409
+ 10.82%
$127.02 - $165.4 $52K - $67.6K
4.19K $686M
ERIC
Ericsson Lm Telephone CO

Technology
11.7K
+ 40.27%
$6.77 - $8.86 $79.2K - $104K
40.8K $346M
EBAY
Ebay Inc

Consumer Cyclical
969
+ 14.09%
$59.52 - $79.36 $57.7K - $76.9K
7.85K $584M
CCL
Carnival Corp

Consumer Cyclical
2.53K
+ 47.47%
$16.43 - $28.12 $41.6K - $71.1K
7.86K $221M
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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