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
UBS
Ubs Group Ag

Financial Services
-29
- 2.97%
$33.77 - $42.38 $979 - $1.23K
949 $38.9M
FITB
Fifth Third Bancorp

Financial Services
-5
- 0.25%
$40.91 - $46.28 $205 - $231
1.96K $87.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-618
- 7.68%
$39.06 - $43.42 $24.1K - $26.8K
7.43K $322M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-156
- 3.77%
$42.26 - $47.16 $6.59K - $7.36K
3.98K $184M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-10
- 0.22%
$16.23 - $20.39 $162 - $204
4.51K $84.9M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-3
- 0.14%
$20.98 - $26.94 $62.9 - $80.8
2.11K $52.1M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-195
- 10.85%
$54.83 - $84.09 $10.7K - $16.4K
1.6K $128M
JEF
Jefferies Financial Group Inc.

Financial Services
-102
- 6.82%
$54.67 - $70.36 $5.58K - $7.18K
1.39K $91.2M
VFH
Vanguard Financial ETF

ETFs
-25
- 0.77%
$125.23 - $132.78 $3.13K - $3.32K
3.23K $423M
Veralto Corp Com
-489
- 4.46%
N/A
10.5K $1.12B
TPR
Tapestry, Inc.

Consumer Cyclical
-222
- 15.81%
$86.48 - $116.14 $19.2K - $25.8K
1.18K $134M
APA
Apa Corp

Energy
-8
- 0.43%
$18.06 - $24.69 $144 - $198
1.86K $45.1M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-107
- 4.45%
$210.88 - $226.87 $22.6K - $24.3K
2.3K $521M
STT
State Street Corp

Financial Services
-39
- 2.06%
$102.01 - $117.25 $3.98K - $4.57K
1.86K $216M
TXT
Textron Inc

Industrials
-28
- 0.71%
$77.02 - $87.21 $2.16K - $2.44K
3.89K $329M
WST
West Pharmaceutical Services Inc

Healthcare
-783
- 15.36%
$210.08 - $279.1 $164K - $219K
4.32K $1.13B
CADE
Cadence Bank

Financial Services
-427
- 6.88%
$33.44 - $38.12 $14.3K - $16.3K
5.78K $217M
CFG
Citizens Financial Group Inc

Financial Services
-6
- 0.25%
$46.1 - $53.65 $277 - $322
2.4K $128M
LYG
Lloyds Banking Group PLC

Financial Services
-1.08K
- 1.23%
$4.03 - $4.63 $4.34K - $4.98K
86.6K $393M
STRL
Sterling Construction CO Inc

Industrials
-784
- 29.75%
$222.54 - $371.84 $174K - $292K
1.85K $629M
SPYG
Spdr Portfolio

ETFs
-22
- 0.84%
$94.33 - $105.31 $2.08K - $2.32K
2.59K $271M
VOE
Vanguard Mid Cap Value Index F

ETFs
-115
- 2.7%
$164.63 - $174.58 $18.9K - $20.1K
4.15K $724M
MEDP
Medpace Holdings, Inc.

Healthcare
-56
- 21.13%
$308.88 - $514.16 $17.3K - $28.8K
209 $107M
VT
Vanguard Total World Stk Index

ETFs
-191
- 3.49%
$128.41 - $138.03 $24.5K - $26.4K
5.28K $728M
FHI
Federated Hermes, Inc.

Financial Services
-258
- 5.09%
$44.78 - $54.1 $11.6K - $14K
4.81K $250M
AMG
Affiliated Managers Group, Inc.

Financial Services
-50
- 5.32%
$198.72 - $244.34 $9.94K - $12.2K
889 $212M
FOXA
Fox Corp

Communication Services
-220
- 3.56%
$53.87 - $63.06 $11.9K - $13.9K
5.95K $375M
ABC
Amerisourcebergen Corp

Healthcare
-130
- 2.34%
N/A
5.42K $1.69B
PWR
Quanta Services, Inc.

Industrials
-30
- 2.47%
$372.29 - $421.68 $11.2K - $12.7K
1.18K $490M
ETR
Entergy Corp

Utilities
-6.92K
- 10.29%
$80.93 - $93.55 $560K - $648K
60.3K $5.62B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-270
- 2.27%
$91.28 - $97.59 $24.6K - $26.3K
11.6K $1.11B
VONE
Vanguard Russell 1000 ETF

ETFs
-276
- 5.12%
$280.68 - $303.97 $77.5K - $83.9K
5.12K $1.55B
EXC
Exelon Corp

Utilities
-106
- 0.43%
$42.73 - $45.54 $4.53K - $4.83K
24.5K $1.1B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-657
- 6.8%
$98.99 - $112.2 $65K - $73.7K
9K $996M
VTR
Ventas, Inc.

Real Estate
-218
- 2.96%
$62.76 - $69.99 $13.7K - $15.3K
7.14K $500M
AWI
Armstrong World Industries Inc

Industrials
-184
- 8.67%
$163.99 - $199.13 $30.2K - $36.6K
1.94K $380M
DCI
Donaldson CO Inc

Industrials
-18
- 0.61%
$69.82 - $82.14 $1.26K - $1.48K
2.91K $239M
TDY
Teledyne Technologies Inc

Technology
-465
- 11.14%
$509.51 - $586.04 $237K - $273K
3.71K $2.17B
CASY
Caseys General Stores Inc

Consumer Cyclical
-13
- 1.63%
$494.52 - $565.32 $6.43K - $7.35K
786 $444M
ALL
Allstate Corp

Financial Services
-38
- 1.08%
$192.0 - $214.65 $7.3K - $8.16K
3.47K $745M
NVR
Nvr Inc

Consumer Cyclical
-6
- 4.32%
$7301.0 - $8543.0 $43.8K - $51.3K
133 $1.07B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-53
- 1.09%
$134.94 - $145.86 $7.15K - $7.73K
4.83K $703M
CMC
Commercial Metals CO

Basic Materials
-330
- 4.45%
$50.28 - $59.79 $16.6K - $19.7K
7.09K $406M
KEYS
Keysight Technologies, Inc.

Technology
-14
- 0.33%
$158.51 - $178.15 $2.22K - $2.49K
4.17K $730M
IDCC
Inter Digital, Inc.

Communication Services
-118
- 16.37%
$221.35 - $349.23 $26.1K - $41.2K
603 $208M
KLAC
Kla Corp

Technology
-639
- 15.83%
$843.9 - $1078.6 $539K - $689K
3.4K $3.66B
AEP
American Electric Power CO Inc

Utilities
-5.67K
- 7.22%
$103.26 - $115.0 $585K - $652K
72.9K $8.2B
THO
Thor Industries Inc

Consumer Cyclical
-1.3K
- 10.37%
$88.76 - $112.33 $115K - $146K
11.2K $1.16B
TRV
Travelers Companies, Inc.

Financial Services
-71
- 1.09%
$250.62 - $279.43 $17.8K - $19.8K
6.46K $1.8B
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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