Td Private Client Wealth LLC Reduced Holdings in Q3 2025

Td Private Client Wealth LLC

  • $4.44 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-207K
- 20.57%
$26.38 - $27.95 $5.45M - $5.77M
798K $21.8B
Kenvue Inc Com
-219K
- 80.83%
N/A
52K $844M
CRM
Salesforce, Inc.

Technology
-14.7K
- 59.72%
$231.66 - $273.65 $3.41M - $4.03M
9.94K $2.36B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-42.5K
- 26.64%
$94.17 - $99.95 $4.01M - $4.25M
117K $11.7B
ACN
Accenture PLC

Technology
-10.7K
- 74.31%
$232.56 - $304.78 $2.49M - $3.27M
3.71K $914M
Lazard Inc Com
-67.8K
- 87.06%
N/A
10.1K $532M
PM
Philip Morris International Inc.

Consumer Defensive
-6.4K
- 6.22%
$157.77 - $183.27 $1.01M - $1.17M
96.5K $15.6B
MRK
Merck & Co., Inc.

Healthcare
-38.7K
- 61.24%
$77.6 - $87.37 $3M - $3.38M
24.5K $2.05B
KO
Coca Cola CO

Consumer Defensive
-36.8K
- 39.43%
$65.67 - $71.67 $2.42M - $2.64M
56.5K $3.75B
SPOT
Spotify Technology S.A.

Communication Services
-3.02K
- 29.04%
$620.01 - $738.53 $1.87M - $2.23M
7.38K $5.15B
V
Visa Inc.

Financial Services
-6.46K
- 21.91%
$332.09 - $358.86 $2.15M - $2.32M
23K $7.86B
Linde PLC New Shs Isin#Ie000 S9 Ys762
-5.4K
- 37.28%
N/A
9.08K $4.31B
VRSK
Verisk Analytics, Inc.

Industrials
-6.97K
- 57.81%
$242.3 - $312.95 $1.69M - $2.18M
5.09K $1.28B
MUB
Ishares National Muni Bond ETF

ETFs
-23.9K
- 28.72%
$103.24 - $106.68 $2.47M - $2.55M
59.4K $6.33B
USB
Us Bancorp \De\

Financial Services
-59.4K
- 29.54%
$43.94 - $50.41 $2.61M - $3M
142K $6.85B
VZ
Verizon Communications Inc

Communication Services
-53.4K
- 19.43%
$40.84 - $45.06 $2.18M - $2.41M
221K $9.73B
CI
Cigna Corp

Healthcare
-6.06K
- 71.17%
$262.23 - $334.39 $1.59M - $2.03M
2.45K $707M
WMT
Walmart Inc.

Consumer Defensive
-24.5K
- 27.47%
$94.4 - $104.27 $2.31M - $2.55M
64.7K $6.67B
MSM
Msc Industrial Direct CO Inc

Industrials
-23.6K
- 77.3%
$84.9 - $92.9 $2M - $2.19M
6.92K $638M
NOW
Service Now, Inc.

Technology
-1.65K
- 44.84%
$850.86 - $1044.69 $1.41M - $1.73M
2.04K $1.87B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-12.2K
- 31.38%
$185.88 - $207.44 $2.27M - $2.54M
26.7K $5.37B
FISV
Fiserv Inc

Technology
-10.4K
- 88.53%
N/A
1.35K $174M
Atlassian Corp Cl A
-7.23K
- 46.31%
N/A
8.38K $1.34B
NFLX
Netflix Inc

Communication Services
-538
- 6.8%
$1147.87 - $1297.18 $618K - $698K
7.38K $8.84B
ISRG
Intuitive Surgical Inc

Healthcare
-2.41K
- 36.19%
$433.66 - $544.47 $1.05M - $1.31M
4.25K $1.9B
UNP
Union Pacific Corp

Industrials
-7.68K
- 33.96%
$214.91 - $237.16 $1.65M - $1.82M
14.9K $3.53B
NI
Nisource Inc.

Utilities
-34.9K
- 84.24%
$39.0 - $43.33 $1.36M - $1.51M
6.54K $283M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-23.7K
- 15.82%
N/A
126K $8.45B
JPM
Jpmorgan Chase & CO

Financial Services
-12.1K
- 12.44%
$282.78 - $316.06 $3.42M - $3.82M
85K $26.8B
CM
Canadian Imperial Bank Of Commerce

Financial Services
-18.5K
- 98.97%
$71.11 - $81.68 $1.31M - $1.51M
193 $15.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.33K
- 56.51%
$366.54 - $479.53 $853K - $1.12M
1.79K $701M
PGR
Progressive Corp

Financial Services
-3.62K
- 32.06%
$238.61 - $264.3 $864K - $957K
7.67K $1.89B
AMP
Ameriprise Financial Inc

Financial Services
-1.56K
- 19.12%
$486.13 - $544.55 $759K - $850K
6.61K $3.24B
AMZN
Amazon Com Inc

Consumer Cyclical
-5.2K
- 3.2%
$211.65 - $238.24 $1.1M - $1.24M
157K $34.5B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-15.7K
- 9.36%
$76.16 - $78.59 $1.19M - $1.23M
152K $11.9B
LNG
Cheniere Energy, Inc.

Energy
-3.96K
- 24.8%
$222.68 - $244.28 $882K - $968K
12K $2.82B
MS
Morgan Stanley

Financial Services
-11K
- 28.76%
$139.09 - $161.16 $1.53M - $1.77M
27.2K $4.32B
PAYX
Paychex Inc

Industrials
-3.39K
- 11.51%
$126.69 - $147.99 $430K - $502K
26.1K $3.31B
TRU
Trans Union

Industrials
-11K
- 97.03%
$83.78 - $99.22 $923K - $1.09M
337 $28.2M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-779
- 5.47%
$332.69 - $399.0 $259K - $311K
13.5K $4.48B
AVGO
Broadcom Inc.

Technology
-14.1K
- 20.15%
$264.74 - $369.57 $3.72M - $5.2M
55.7K $18.4B
ASML
Asml Holding Nv

Technology
-1.3K
- 51.79%
$689.63 - $968.09 $897K - $1.26M
1.21K $1.17B
IVW
Ishares S&P 500 Growth ETF

ETFs
-31.1K
- 11.27%
$108.97 - $121.65 $3.39M - $3.79M
245K $29.6B
SBUX
Starbucks Corp

Consumer Cyclical
-7.3K
- 26.66%
$81.9 - $96.86 $598K - $707K
20.1K $1.7B
CAH
Cardinal Health Inc

Healthcare
-3.97K
- 26.74%
$146.04 - $167.63 $580K - $666K
10.9K $1.71B
Ge Vernova Inc Com
-2.84K
- 25.39%
N/A
8.34K $5.13B
PSX
Phillips 66

Energy
-8.3K
- 37.08%
$118.37 - $139.46 $983K - $1.16M
14.1K $1.92B
SRE
Sempra Energy

Utilities
-10.3K
- 83.34%
$74.14 - $89.98 $761K - $923K
2.05K $185M
SONY
Sony Group Corp

Technology
-30.2K
- 50.59%
$23.92 - $30.07 $722K - $908K
29.5K $849M
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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