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
DT
Dynatrace, Inc.

Technology
-2.98K
- 14.41%
$46.04 - $56.64 $137K - $169K
17.7K $858M
Ralliant Corp Com
-5.64K
- 96.25%
N/A
220 $9.62M
PSA
Public Storage

Real Estate
-909
- 42.66%
$271.94 - $298.09 $247K - $271K
1.22K $353M
CCK
Crown Holdings Inc

Consumer Cyclical
-2.29K
- 31.38%
$92.19 - $108.12 $211K - $247K
5K $483M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-21
- 5.34%
$5364.25 - $5815.92 $113K - $122K
372 $2.01B
MIDD
Middleby Corp

Industrials
-1.34K
- 18.46%
$118.3 - $150.16 $159K - $202K
5.94K $789M
KBR
Kbr, Inc.

Industrials
-5.28K
- 95.69%
$45.52 - $51.61 $241K - $273K
238 $11.3M
CROX
Crocs, Inc.

Consumer Cyclical
-2.48K
- 99.64%
$74.39 - $108.79 $185K - $270K
9 $752K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.81K
- 4.9%
$136.48 - $142.97 $656K - $687K
93.3K $13.1B
DG
Dollar General Corp

Consumer Defensive
-890
- 6.52%
$101.86 - $116.32 $90.7K - $104K
12.8K $1.32B
Cooper Cos Inc Com Par
-2.54K
- 10.12%
N/A
22.6K $1.55B
MKL
Markel Corp

Financial Services
-49
- 2.89%
$1898.34 - $2031.8 $93K - $99.6K
1.65K $3.15B
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.33K
- 13.47%
$109.11 - $111.88 $254K - $260K
15K $1.66B
MNST
Monster Beverage Corp

Consumer Defensive
-4.12K
- 45.99%
$58.65 - $67.31 $242K - $278K
4.84K $326M
VICI
Vici Properties Inc.

Real Estate
-7.18K
- 5.78%
$31.43 - $33.93 $226K - $244K
117K $3.82B
SAP
Sap Se

Technology
-506
- 20.15%
$252.42 - $311.93 $128K - $158K
2.01K $536M
NEE
Nextera Energy Inc

Utilities
-10.6K
- 11.2%
$69.77 - $77.54 $742K - $824K
84.3K $6.36B
ZBRA
Zebra Technologies Corp

Technology
-508
- 7.99%
$296.92 - $341.36 $151K - $173K
5.85K $1.74B
LHX
L3 Harris Technologies, Inc.

Industrials
-2.57K
- 24.85%
$252.18 - $305.41 $648K - $785K
7.77K $2.37B
IRM
Iron Mountain Inc

Real Estate
-2.11K
- 30.78%
$89.46 - $104.46 $189K - $221K
4.76K $485M
CBOE
Cboe Global Markets, Inc.

Financial Services
-939
- 68.74%
$231.35 - $253.24 $217K - $238K
427 $105M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.23K
- 63.8%
$138.59 - $171.12 $170K - $210K
695 $97.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
-6.23K
- 5.52%
$192.76 - $203.86 $1.2M - $1.27M
107K $21.7B
PCG
Pg&E Corp

Utilities
-17.8K
- 35.02%
$13.0 - $15.73 $231K - $280K
33K $498M
WRB
Berkley W R Corp

Financial Services
-4.32K
- 10.7%
$67.78 - $76.62 $293K - $331K
36.1K $2.76B
KKR
Kkr & Co. Inc.

Financial Services
-415
- 0.9%
$129.95 - $152.16 $53.9K - $63.1K
45.8K $5.95B
ONON
On Holding Ag

Consumer Cyclical
-3.67K
- 90.56%
$42.35 - $54.36 $156K - $200K
383 $16.2M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-4.11K
- 33.65%
$48.06 - $50.98 $198K - $210K
8.11K $409M
ABT
Abbott Laboratories

Healthcare
-832
- 2.13%
$120.51 - $136.62 $100K - $114K
38.3K $5.12B
AXON
Axon Enterprise, Inc.

Industrials
-124
- 13.57%
$698.02 - $870.97 $86.6K - $108K
790 $567M
SYK
Stryker Corp

Healthcare
-98
- 1.66%
$368.57 - $403.53 $36.1K - $39.5K
5.8K $2.15B
WAT
Waters Corp

Healthcare
-484
- 56.41%
$277.72 - $357.04 $134K - $173K
374 $112M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-513
- 12.18%
$567.09 - $607.37 $291K - $312K
3.7K $2.2B
EXP
Eagle Materials Inc

Basic Materials
-981
- 63.99%
$209.12 - $242.26 $205K - $238K
552 $129M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-722
- 92.33%
$159.87 - $247.68 $115K - $179K
60 $10.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-20.6K
- 5.71%
$62.09 - $66.51 $1.28M - $1.37M
341K $22.3B
DOW
Dow Inc.

Basic Materials
-5.71K
- 46.27%
$20.87 - $30.37 $119K - $173K
6.63K $152M
SAIC
Science Applications International Corp

Technology
-1.49K
- 74.77%
$97.2 - $120.6 $145K - $180K
503 $50M
ARES
Ares Management Corp

Financial Services
-521
- 7.91%
$159.89 - $192.76 $83.3K - $100K
6.07K $970M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-998
- 8.07%
$123.13 - $140.8 $123K - $141K
11.4K $1.46B
EXEL
Exelixis, Inc.

Healthcare
-3.06K
- 20.8%
$36.22 - $46.25 $111K - $141K
11.6K $480M
Servicetitan Inc Cl A
-983
- 10.12%
N/A
8.73K $880M
MDT
Medtronic PLC

Healthcare
-11.7K
- 9.88%
$87.67 - $95.74 $1.02M - $1.12M
106K $10.1B
STM
St Microelectronics N.V.

Technology
-3.82K
- 16.83%
$24.77 - $33.41 $94.5K - $127K
18.9K $533M
DDOG
Datadog, Inc.

Technology
-1.61K
- 17.04%
$124.52 - $155.15 $201K - $250K
7.85K $1.12B
EXPO
Exponent Inc

Industrials
-1.12K
- 8.4%
$68.33 - $77.6 $76.7K - $87.1K
12.2K $851M
HLNE
Hamilton Lane Inc

Financial Services
-700
- 9.62%
$134.79 - $160.88 $94.4K - $113K
6.58K $887M
ROL
Rollins Inc

Consumer Cyclical
-4.08K
- 9.92%
$55.05 - $58.74 $225K - $240K
37.1K $2.18B
ABNB
Airbnb, Inc.

Consumer Cyclical
-451
- 5.53%
$118.3 - $142.16 $53.4K - $64.1K
7.71K $936M
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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