Td Private Client Wealth LLC Reduced Holdings in Q2 2025

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-7.55K
- 19.61%
$146.58 - $180.01 $1.11M - $1.36M
30.9K $5.49B
Smurfit Westrock Limited Registered Shs Isin#Ie00028 Fxn24
-11.5K
- 82.8%
N/A
2.38K $103M
HUM
Humana Inc

Healthcare
-1.93K
- 90.96%
$224.93 - $295.04 $435K - $570K
192 $46.9M
HES
Hess Corp

Energy
-2.51K
- 32.78%
$126.32 - $161.29 $317K - $405K
5.15K $714M
VEEV
Veeva Systems Inc

Healthcare
-3.29K
- 41.52%
$209.39 - $289.94 $689K - $954K
4.63K $1.33B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-6.88K
- 36.67%
$73.7 - $90.98 $507K - $626K
11.9K $1.08B
ACN
Accenture PLC

Technology
-934
- 6.08%
$279.23 - $323.21 $261K - $302K
14.4K $4.31B
VONV
Vanguard Russell 1000 Value Et

ETFs
-6.81K
- 18.13%
$73.19 - $85.21 $499K - $580K
30.8K $2.62B
Arista Networks Inc Com New
-9.37K
- 47.71%
N/A
10.3K $1.05B
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.42K
- 70.34%
$160.0 - $195.62 $387K - $473K
1.02K $166M
COP
Conocophillips

Energy
-1.15K
- 5.17%
$82.66 - $106.1 $94.7K - $122K
21K $1.89B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-4.12K
- 22.9%
$103.88 - $123.68 $428K - $509K
13.9K $1.71B
NSC
Norfolk Southern Corp

Industrials
-2.18K
- 34.63%
$206.34 - $257.46 $449K - $560K
4.11K $1.05B
IVE
Ishares S&P 500 Value ETF

ETFs
-4.68K
- 4.71%
$168.34 - $195.42 $787K - $914K
94.6K $18.5B
LMT
Lockheed Martin Corp

Industrials
-1.14K
- 20.0%
$430.82 - $486.45 $490K - $554K
4.55K $2.11B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-10
- 0.05%
$67.83 - $92.33 $678 - $923
21.7K $1.58B
Cooper Cos Inc Com Par
-758
- 2.93%
N/A
25.1K $1.79B
AIG
American International Group, Inc.

Financial Services
-4.26K
- 21.41%
$77.56 - $87.72 $331K - $374K
15.6K $1.34B
SNA
Snap On Inc

Industrials
-292
- 2.56%
$292.36 - $342.2 $85.4K - $99.9K
11.1K $3.45B
ELV
Elevance Health, Inc.

Healthcare
-487
- 12.07%
$372.27 - $452.69 $181K - $220K
3.55K $1.38B
PSX
Phillips 66

Energy
-2.28K
- 9.22%
$92.87 - $125.73 $211K - $286K
22.4K $2.67B
CHE
Chemed Corp

Healthcare
-16
- 0.58%
$486.93 - $619.21 $7.79K - $9.91K
2.76K $1.34B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.85K
- 37.37%
$57.41 - $74.81 $393K - $513K
11.5K $853M
GOOGL
Alphabet Inc.

Communication Services
-14K
- 14.19%
$144.7 - $178.6 $2.02M - $2.5M
84.5K $14.9B
TSCO
Tractor Supply CO

Consumer Cyclical
-5.9K
- 61.55%
$47.86 - $55.77 $282K - $329K
3.68K $194M
EVR
Evercore Inc.

Financial Services
-1.9K
- 70.94%
$163.77 - $271.5 $312K - $517K
780 $211M
WMB
Williams Companies, Inc.

Energy
-6.69K
- 20.15%
$54.33 - $62.87 $363K - $420K
26.5K $1.66B
SONY
Sony Group Corp

Technology
-13.7K
- 18.69%
$21.24 - $26.88 $291K - $369K
59.7K $1.55B
ZTS
Zoetis Inc.

Healthcare
-1.52K
- 18.49%
$144.41 - $170.3 $220K - $259K
6.7K $1.04B
POOL
Pool Corp

Industrials
-419
- 6.14%
$285.0 - $325.66 $119K - $136K
6.4K $1.87B
OTIS
Otis Worldwide Corp

Industrials
-2.72K
- 35.76%
$90.88 - $104.3 $247K - $284K
4.89K $484M
OMC
Omnicom Group Inc.

Communication Services
-2.55K
- 24.31%
$69.22 - $79.77 $176K - $203K
7.92K $570M
WEC
Wec Energy Group, Inc.

Utilities
-1.23K
- 3.89%
$102.24 - $109.76 $126K - $135K
30.3K $3.16B
ABT
Abbott Laboratories

Healthcare
-3.09K
- 7.32%
$123.95 - $138.08 $383K - $426K
39.1K $5.32B
OWL
Blue Owl Capital Inc.

Financial Services
-12.7K
- 56.39%
$15.9 - $21.16 $201K - $268K
9.8K $188M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-754
- 49.09%
$225.56 - $335.19 $170K - $253K
782 $186M
SNPS
Synopsys Inc

Technology
-862
- 36.77%
$380.9 - $517.66 $328K - $446K
1.48K $760M
GM
General Motors CO

Consumer Cyclical
-6.09K
- 21.6%
$42.48 - $50.46 $259K - $307K
22.1K $1.09B
MSI
Motorola Solutions, Inc.

Technology
-481
- 24.06%
$394.72 - $440.39 $190K - $212K
1.52K $638M
CPRT
Copart Inc

Consumer Cyclical
-1.91K
- 10.48%
$47.72 - $63.84 $91.3K - $122K
16.3K $802M
AYI
Acuity Brands Inc

Industrials
-1.02K
- 47.86%
$223.31 - $304.18 $227K - $309K
1.11K $331M
WM
Waste Management Inc

Industrials
-913
- 12.82%
$216.47 - $242.1 $198K - $221K
6.21K $1.42B
DUK
Duke Energy Corp

Utilities
-169
- 0.33%
$112.46 - $124.05 $19K - $21K
51.5K $6.07B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.95K
- 22.95%
$97.29 - $105.63 $190K - $206K
6.56K $666M
PPL
Ppl Corp

Utilities
-1.39K
- 1.84%
$33.45 - $36.5 $46.3K - $50.6K
74.1K $2.51B
NRG
Nrg Energy, Inc.

Utilities
-2.96K
- 73.23%
$83.61 - $162.67 $248K - $482K
1.08K $174M
CBOE
Cboe Global Markets, Inc.

Financial Services
-974
- 41.62%
$205.81 - $234.23 $200K - $228K
1.37K $319M
FDX
Fedex Corp

Industrials
-794
- 49.29%
$198.07 - $245.17 $157K - $195K
817 $186M
KHC
Kraft Heinz CO

Consumer Defensive
-248
- 0.6%
$25.61 - $30.81 $6.35K - $7.64K
41.2K $1.06B
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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