Td Private Client Wealth LLC Incresed Positions in Q3 2025

Td Private Client Wealth LLC

  • $4.44 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
17.1K
+ 17.11%
$58.75 - $76.5 $1M - $1.3M
117K $8.8B
AMCR
Amcor PLC

Consumer Cyclical
243K
+ 179.5%
$7.97 - $9.94 $1.93M - $2.41M
378K $3.09B
PLD
Prologis, Inc.

Real Estate
8.84K
+ 10.61%
$104.08 - $115.35 $920K - $1.02M
92.2K $10.6B
SUB
Ishares Short Term National Mu

ETFs
16.3K
+ 18.5%
$106.17 - $107.3 $1.73M - $1.75M
104K $11.1B
SJNK
Spdr Bloomberg Short Term High

ETFs
65.8K
+ 52.17%
$25.28 - $25.63 $1.66M - $1.69M
192K $4.92B
VTI
Vanguard Total Stock Market Et

ETFs
3.72K
+ 19.23%
$303.93 - $329.86 $1.13M - $1.23M
23.1K $7.56B
VB
Vanguard Small Cap ETF

ETFs
3K
+ 5.85%
$237.58 - $259.17 $713K - $778K
54.3K $13.8B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
66.5K
+ 69.58%
$21.89 - $23.17 $1.46M - $1.54M
162K $3.74B
ADSK
Autodesk, Inc.

Technology
4.65K
+ 46.23%
N/A
14.7K $4.67B
T
At&T Inc.

Communication Services
58K
+ 35.11%
$26.94 - $29.62 $1.56M - $1.72M
223K $6.31B
PEP
Pepsico Inc

Consumer Defensive
9.05K
+ 33.31%
$133.81 - $152.16 $1.21M - $1.38M
36.2K $5.08B
TFC
Truist Financial Corp

Financial Services
26.3K
+ 34.37%
$42.83 - $47.07 $1.13M - $1.24M
103K $4.7B
ENB
Enbridge Inc

Energy
15.6K
+ 13.6%
$43.79 - $50.46 $684K - $788K
130K $6.58B
IVE
Ishares S&P 500 Value ETF

ETFs
1.47K
+ 1.55%
$194.44 - $206.51 $285K - $303K
96.1K $19.8B
TRMB
Trimble Inc.

Technology
16.1K
+ 282.98%
$76.46 - $85.24 $1.23M - $1.37M
21.8K $1.78B
BTI
British American Tobacco P.L.C.

Consumer Defensive
13.6K
+ 12.86%
$46.69 - $59.27 $636K - $807K
119K $6.34B
CME
Cme Group Inc.

Financial Services
4.94K
+ 118.25%
$258.83 - $287.1 $1.28M - $1.42M
9.12K $2.46B
FE
Firstenergy Corp

Utilities
18.9K
+ 23.56%
$39.76 - $45.82 $750K - $864K
98.9K $4.53B
BDX
Becton Dickinson & CO

Healthcare
6.42K
+ 88.58%
$172.41 - $199.66 $1.11M - $1.28M
13.7K $2.56B
LMT
Lockheed Martin Corp

Industrials
2.21K
+ 48.63%
$410.74 - $499.21 $909K - $1.11M
6.77K $3.38B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
25.1K
+ 22.86%
$45.07 - $47.56 $1.13M - $1.19M
135K $6.19B
SPSB
Spdr Portfolio Short Term Corp

ETFs
38.9K
+ 27.58%
$30.02 - $30.29 $1.17M - $1.18M
180K $5.44B
DVY
Ishares Tr

ETFs
4.4K
+ 7.32%
$133.88 - $142.57 $589K - $628K
64.6K $9.18B
KMB
Kimberly Clark Corp

Consumer Defensive
9.78K
+ 62.46%
$121.72 - $136.77 $1.19M - $1.34M
25.4K $3.16B
VV
Vanguard Large Cap ETF

ETFs
3.08K
+ 42.38%
$285.05 - $309.14 $877K - $951K
10.3K $3.18B
CW
Curtiss Wright Corp

Industrials
2.03K
+ 3214.29%
$472.43 - $542.94 $957K - $1.1M
2.09K $1.13B
TD
Toronto Dominion Bank

Financial Services
13.4K
+ 1336.29%
$72.55 - $79.95 $972K - $1.07M
14.4K $1.15B
XEL
Xcel Energy Inc

Utilities
4.88K
+ 9.12%
$67.56 - $80.65 $330K - $394K
58.5K $4.71B
MU
Micron Technology Inc

Technology
972
+ 4.88%
$104.88 - $168.89 $102K - $164K
20.9K $3.5B
CDNS
Cadence Design Systems Inc

Technology
1.62K
+ 15.26%
$309.46 - $373.37 $503K - $606K
12.3K $4.31B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.25K
+ 2.26%
$148.97 - $165.88 $186K - $208K
56.7K $9.33B
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.36K
+ 2.62%
$107.66 - $112.36 $577K - $602K
210K $23.4B
AMAT
Applied Materials Inc

Technology
2.83K
+ 15.41%
$156.25 - $204.95 $442K - $580K
21.2K $4.34B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
12.1K
+ 1163.92%
$73.94 - $78.51 $897K - $952K
13.2K $1.02B
WEC
Wec Energy Group, Inc.

Utilities
5.47K
+ 18.05%
$103.66 - $114.59 $567K - $627K
35.8K $4.1B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.54K
+ 11.43%
$89.32 - $107.82 $316K - $382K
34.5K $3.72B
C
Citigroup Inc

Financial Services
1.38K
+ 3.26%
$85.57 - $103.49 $118K - $143K
43.7K $4.43B
EFV
Msci Eafe Value ETF

ETFs
9.67K
+ 24.76%
$62.79 - $68.42 $607K - $661K
48.7K $3.3B
VONV
Vanguard Russell 1000 Value Et

ETFs
7.77K
+ 25.27%
$84.55 - $89.54 $657K - $696K
38.5K $3.44B
XOM
Exxon Mobil Corp

Energy
4.45K
+ 6.96%
$105.83 - $117.22 $471K - $522K
68.4K $7.71B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
8.42K
+ 86.8%
$84.28 - $89.46 $709K - $753K
18.1K $1.61B
DXCM
Dexcom Inc

Healthcare
12K
+ 3715.84%
$66.46 - $89.53 $795K - $1.07M
12.3K $827M
BAC
Bank Of America Corp

Financial Services
2.57K
+ 1.66%
$44.92 - $52.42 $116K - $135K
158K $8.13B
DUK
Duke Energy Corp

Utilities
3.87K
+ 7.51%
$116.31 - $125.93 $450K - $487K
55.3K $6.85B
Gsk PLC Sponsored Adr New
9.17K
+ 11.76%
N/A
87.2K $3.76B
BMO
Bank Of Montreal

Financial Services
2.25K
+ 9.39%
$110.44 - $130.66 $249K - $294K
26.2K $3.42B
HPE
Hewlett Packard Enterprise CO

Technology
21K
+ 35.48%
$19.81 - $25.24 $417K - $531K
80.3K $1.97B
VEA
Vanguard Ftse Developed Market

ETFs
9.07K
+ 13.84%
$56.02 - $60.3 $508K - $547K
74.6K $4.47B
SLV
I Shares Silver Trust

ETFs
5.11K
+ 10.38%
$32.73 - $42.5 $167K - $217K
54.4K $2.3B
Activity Summary
Buys All Purchases 765 New Holdings 174 Increased Positions 591 Sells All Sells 547 Reductions 547 Sold out 0 Options Calls 0 Puts 0
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