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
NKE
Nike, Inc.

Consumer Cyclical
-3.51K
- 48.89%
$53.27 - $72.04 $187K - $253K
3.67K $261M
FANG
Diamondback Energy, Inc.

Energy
-320
- 4.75%
$119.25 - $161.49 $38.2K - $51.7K
6.41K $881M
KMI
Kinder Morgan, Inc.

Energy
-7.23K
- 30.24%
$25.21 - $29.4 $182K - $213K
16.7K $490M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.16K
- 24.75%
$224.16 - $285.86 $260K - $332K
3.53K $1.01B
PGR
Progressive Corp

Financial Services
-9
- 0.08%
$255.27 - $288.74 $2.3K - $2.6K
11.3K $3.01B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.61K
- 6.3%
$79.79 - $91.42 $128K - $147K
23.9K $2.13B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-605
- 3.3%
$107.83 - $119.94 $65.2K - $72.6K
17.7K $1.91B
VRSK
Verisk Analytics, Inc.

Industrials
-1.15K
- 8.73%
$277.03 - $321.33 $319K - $370K
12.1K $3.76B
A
Agilent Technologies, Inc.

Healthcare
-1.5K
- 37.59%
$99.29 - $120.52 $149K - $181K
2.49K $294M
WY
Weyerhaeuser CO

Real Estate
-5.8K
- 94.41%
$24.69 - $29.48 $143K - $171K
343 $8.81M
WDAY
Workday, Inc.

Technology
-787
- 16.9%
$210.47 - $274.71 $166K - $216K
3.87K $929M
CRWD
Crowd Strike Holdings, Inc.

Technology
-584
- 65.03%
$321.63 - $509.31 $188K - $297K
314 $160M
EXPO
Exponent Inc

Industrials
-872
- 6.13%
$72.88 - $81.75 $63.6K - $71.3K
13.4K $998M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.17K
- 1.18%
$121.58 - $136.74 $142K - $160K
98.1K $13.3B
PEAK
Healthpeak Properties, Inc.

Real Estate
-6.01K
- 34.44%
N/A
11.4K $200M
AON
Aon PLC

Financial Services
-92
- 3.29%
$335.85 - $398.81 $30.9K - $36.7K
2.7K $965M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.04K
- 27.92%
$22.92 - $28.05 $161K - $198K
18.2K $510M
SYY
Sysco Corp

Consumer Defensive
-1.9K
- 13.48%
$68.0 - $75.91 $129K - $144K
12.2K $923M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-670
- 4.88%
$110.23 - $131.5 $73.9K - $88.1K
13.1K $1.61B
UTHR
United Therapeutics Corp

Healthcare
-90
- 1.89%
$276.47 - $328.4 $24.9K - $29.6K
4.67K $1.34B
LSTR
Landstar System Inc

Industrials
-834
- 97.77%
$131.55 - $151.93 $110K - $127K
19 $2.64M
JKHY
Henry Jack & Associates Inc

Technology
-546
- 4.97%
$163.54 - $186.02 $89.3K - $102K
10.4K $1.88B
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-7.41K
- 24.23%
$17.5 - $18.46 $130K - $137K
23.2K $428M
MIDD
Middleby Corp

Industrials
-429
- 5.56%
$124.01 - $154.76 $53.2K - $66.4K
7.28K $1.05B
GILD
Gilead Sciences, Inc.

Healthcare
-569
- 1.26%
$96.91 - $113.0 $55.1K - $64.3K
44.7K $4.95B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.28K
- 36.41%
$97.68 - $121.38 $125K - $156K
2.24K $272M
ITW
Illinois Tool Works Inc

Industrials
-450
- 8.02%
$218.41 - $252.43 $98.3K - $114K
5.16K $1.28B
ITGR
Integer Holdings Corp

Healthcare
-992
- 65.09%
$106.73 - $126.93 $106K - $126K
532 $65.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.69K
- 13.86%
$108.12 - $135.04 $291K - $363K
16.7K $2.25B
ISCG
Ishares Morningstar Small Cap

ETFs
-2.86K
- 40.78%
$39.44 - $49.76 $113K - $142K
4.16K $207M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-129
- 14.68%
$388.56 - $520.27 $50.1K - $67.1K
750 $305M
DEO
Diageo PLC

Consumer Defensive
-296
- 1.54%
$99.86 - $115.75 $29.6K - $34.3K
18.9K $1.9B
POST
Post Holdings, Inc.

Consumer Defensive
-47
- 0.35%
$107.47 - $118.46 $5.05K - $5.57K
13.2K $1.44B
ONON
On Holding Ag

Consumer Cyclical
-3.03K
- 42.75%
$37.65 - $60.68 $114K - $184K
4.06K $211M
UL
Unilever PLC

Consumer Defensive
-1.91K
- 18.29%
$57.9 - $65.43 $111K - $125K
8.53K $522M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.58K
- 27.21%
$26.18 - $26.93 $93.8K - $96.5K
9.59K $256M
LEN
Lennar Corp

Consumer Cyclical
-778
- 27.84%
$102.76 - $115.66 $79.9K - $90K
2.02K $223M
COIN
Coinbase Global, Inc.

Technology
-576
- 94.27%
$151.47 - $375.07 $87.2K - $216K
35 $12.3M
Reddit Inc Cl A
-1.09K
- 68.32%
N/A
505 $76M
IYG
Ishares Tr

ETFs
-1.23K
- 59.96%
$68.9 - $85.6 $85K - $106K
824 $70.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.1K
- 35.81%
$122.57 - $173.27 $135K - $190K
1.97K $341M
SF
Stifel Financial Corp

Financial Services
-1.07K
- 45.11%
$76.49 - $103.78 $81.9K - $111K
1.3K $135M
APD
Air Products & Chemicals, Inc.

Basic Materials
-131
- 3.27%
$248.61 - $294.96 $32.6K - $38.6K
3.88K $1.09B
WTW
Willis Towers Watson PLC

Financial Services
-4
- 0.15%
$295.96 - $337.43 $1.18K - $1.35K
2.74K $841M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.02K
- 1.22%
$47.02 - $47.83 $142K - $145K
246K $11.7B
TXT
Textron Inc

Industrials
-1.63K
- 29.35%
$60.72 - $80.34 $98.8K - $131K
3.92K $314M
TXN
Texas Instruments Inc

Technology
-1.86K
- 17.2%
N/A
8.96K $1.86B
HEI
Heico Corp

Industrials
-334
- 72.93%
$236.44 - $328.0 $79K - $110K
124 $40.7M
AMCR
Amcor PLC

Consumer Cyclical
-1.13K
- 0.83%
$8.57 - $9.81 $9.72K - $11.1K
135K $1.24B
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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