Td Private Client Wealth LLC Incresed Positions in Q3 2024

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
425K
+ 2205.0%
$89.91 - $101.33 $38.2M - $43.1M
444K $43.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
377K
+ 13.32%
$60.84 - $67.51 $22.9M - $25.4M
3.21M $216B
IEFA
Ishares Tr

ETFs
255K
+ 15.69%
$70.09 - $78.74 $17.9M - $20.1M
1.88M $147B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
377K
+ 13.09%
$44.9 - $47.55 $16.9M - $17.9M
3.26M $154B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
610K
+ 12.54%
$22.38 - $23.66 $13.6M - $14.4M
5.47M $128B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
159K
+ 165.99%
$96.25 - $101.98 $15.3M - $16.3M
255K $25.9B
VXF
Vanguard Extended Market ETF

ETFs
44K
+ 15.47%
$163.98 - $182.92 $7.21M - $8.05M
328K $59.8B
DGRO
Ishares Core Dividend Growth E

ETFs
95.2K
+ 13.21%
$57.47 - $62.76 $5.47M - $5.97M
816K $51.1B
VGSH
Vanguard

ETFs
125K
+ 12.16%
$57.74 - $59.13 $7.2M - $7.37M
1.15M $67.9B
VIG
Vanguard Dividend Appreciation

ETFs
8.06K
+ 1.93%
$182.15 - $182.15 $1.47M - $1.47M
426K $84.5B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13.2K
+ 10.88%
$305.34 - $350.41 $4.04M - $4.64M
135K $46.6B
EFA
Ishares Tr Msci Eafe ETF

ETFs
36.5K
+ 9.05%
$75.32 - $84.37 $2.75M - $3.08M
440K $36.8B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
79.9K
+ 24.89%
$51.02 - $52.74 $4.08M - $4.21M
401K $21.1B
VTV
Vanguard Value ETF

ETFs
7.46K
+ 3.99%
$159.75 - $174.57 $1.19M - $1.3M
195K $34B
AAPL
Apple Inc.

Technology
6.54K
+ 6.52%
$207.23 - $234.82 $1.36M - $1.54M
107K $24.9B
IEMG
Ishares Inc

ETFs
16.1K
+ 2.5%
$53.64 - $53.64 $864K - $864K
661K $38B
META
Meta Platforms, Inc.

Communication Services
1.2K
+ 2.97%
$453.41 - $572.44 $542K - $684K
41.4K $23.7B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
30.9K
+ 23.86%
$74.26 - $78.84 $2.29M - $2.44M
160K $12.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
18.8K
+ 5.97%
$84.77 - $97.13 $1.59M - $1.82M
333K $31.9B
PLD
Prologis, Inc.

Real Estate
16K
+ 30.52%
$111.95 - $132.43 $1.8M - $2.12M
68.6K $8.66B
VONG
Vanguard Russell 1000 Growth E

ETFs
25.5K
+ 24.07%
$85.48 - $98.39 $2.18M - $2.51M
132K $12.7B
PM
Philip Morris International Inc.

Consumer Defensive
2.91K
+ 2.56%
$101.25 - $127.45 $294K - $370K
116K $14.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.84K
+ 4.6%
$434.77 - $502.96 $1.67M - $1.93M
87.3K $42.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.1K
+ 2.34%
$332.02 - $382.76 $1.03M - $1.19M
136K $51B
CRM
Salesforce, Inc.

Technology
8.95K
+ 112.79%
$238.42 - $276.53 $2.13M - $2.47M
16.9K $4.62B
DEO
Diageo PLC

Consumer Defensive
16.6K
+ 534.8%
$120.02 - $140.77 $2M - $2.34M
19.7K $2.77B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.88K
+ 2.25%
$77.02 - $85.06 $453K - $500K
267K $22.6B
VCIT
Vanguard Intermediate Term Cor

ETFs
16.8K
+ 8.33%
$79.29 - $84.02 $1.33M - $1.41M
219K $18.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.9K
+ 2.45%
$57.32 - $62.65 $568K - $620K
415K $25.8B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
22.6K
+ 15.08%
$62.4 - $62.4 $1.41M - $1.41M
173K $11.5B
JNJ
Johnson & Johnson

Healthcare
9.67K
+ 41.32%
$145.48 - $167.38 $1.41M - $1.62M
33.1K $5.36B
MA
Mastercard Inc

Financial Services
1.91K
+ 10.49%
$429.6 - $500.99 $819K - $955K
20.1K $9.92B
VB
Vanguard Small Cap ETF

ETFs
5.38K
+ 16.66%
$214.77 - $237.72 $1.16M - $1.28M
37.7K $8.94B
PAYX
Paychex Inc

Industrials
10.5K
+ 34.73%
$116.17 - $135.19 $1.22M - $1.42M
40.7K $5.47B
MS
Morgan Stanley

Financial Services
16.9K
+ 96.59%
$92.07 - $106.96 $1.55M - $1.8M
34.3K $3.58B
HD
Home Depot, Inc.

Consumer Cyclical
2.15K
+ 13.1%
$333.64 - $405.2 $717K - $871K
18.6K $7.52B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
33.1K
+ 28.18%
$49.93 - $51.15 $1.65M - $1.69M
150K $7.69B
USB
Us Bancorp \De\

Financial Services
13.6K
+ 7.26%
$39.04 - $47.23 $530K - $641K
201K $9.18B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
15K
+ 13.68%
$92.1 - $95.52 $1.38M - $1.43M
125K $11.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.2K
+ 15.54%
$92.63 - $105.69 $1.22M - $1.4M
98.1K $10.2B
LNG
Cheniere Energy, Inc.

Energy
8.91K
+ 315.54%
$172.24 - $186.09 $1.54M - $1.66M
11.7K $2.11B
WEC
Wec Energy Group, Inc.

Utilities
13.8K
+ 85.38%
$77.68 - $96.19 $1.07M - $1.33M
30K $2.88B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.49K
+ 34.28%
$460.0 - $505.78 $1.61M - $1.77M
13.7K $6.37B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
543
+ 0.15%
$114.73 - $120.23 $62.3K - $65.3K
362K $43.3B
GE
General Electric CO

Industrials
5.76K
+ 38.86%
$156.66 - $189.66 $902K - $1.09M
20.6K $3.88B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
12.6K
+ 5113.41%
$111.59 - $129.08 $1.4M - $1.62M
12.8K $1.52B
DVY
Ishares Tr

ETFs
6.88K
+ 17.18%
$119.99 - $135.74 $825K - $934K
46.9K $6.34B
NEE
Nextera Energy Inc

Utilities
1.93K
+ 2.01%
$69.9 - $84.97 $135K - $164K
98.3K $8.31B
PEP
Pepsico Inc

Consumer Defensive
7.65K
+ 30.32%
$161.9 - $179.3 $1.24M - $1.37M
32.9K $5.59B
Activity Summary
Buys All Purchases 656 New Holdings 91 Increased Positions 565 Sells All Sells 444 Reductions 443 Sold out 1 Options Calls 0 Puts 0
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