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
SNOW
Snowflake Inc.

Technology
-642
- 77.16%
$130.53 - $223.77 $83.8K - $144K
190 $42.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.58K
- 8.14%
$151.62 - $183.47 $239K - $289K
17.8K $3.26B
ICLR
Icon PLC

Healthcare
-424
- 98.83%
$126.62 - $168.7 $53.7K - $71.5K
5 $727K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-1.1K
- 65.57%
$65.42 - $80.7 $71.8K - $88.5K
576 $46.5M
BR
Broadridge Financial Solutions, Inc.

Technology
-305
- 10.47%
$217.22 - $246.25 $66.3K - $75.1K
2.61K $634M
TREX
Trex CO Inc

Industrials
-1.09K
- 39.57%
$50.52 - $61.77 $55.3K - $67.6K
1.67K $90.9M
ALL
Allstate Corp

Financial Services
-232
- 6.2%
$180.53 - $212.64 $41.9K - $49.3K
3.51K $706M
EA
Electronic Arts Inc.

Communication Services
-1.29K
- 14.21%
$132.53 - $159.7 $171K - $206K
7.79K $1.24B
WAT
Waters Corp

Healthcare
-138
- 13.86%
$307.71 - $366.67 $42.5K - $50.6K
858 $299M
SPGI
S&P Global Inc.

Financial Services
-183
- 12.01%
$438.31 - $527.29 $80.2K - $96.5K
1.34K $707M
Corpay Inc Com
-74
- 3.24%
N/A
2.21K $732M
IQV
Iqvia Holdings Inc.

Healthcare
-340
- 71.43%
$137.0 - $174.37 $46.6K - $59.3K
136 $21.4M
Masterbrand Inc Com
-4.77K
- 99.81%
N/A
9 $98K
IAU
Ishares Gold Trust

ETFs
-2.66K
- 8.67%
$56.1 - $64.74 $149K - $172K
28K $1.75B
CEG
Constellation Energy Corp

Utilities
-655
- 52.87%
$170.96 - $322.76 $112K - $211K
584 $188M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.26K
- 35.46%
$33.78 - $43.68 $76.2K - $98.5K
4.11K $179M
CNP
Centerpoint Energy Inc

Utilities
-1.91K
- 9.99%
$35.5 - $39.05 $67.9K - $74.7K
17.2K $633M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-379
- 33.42%
$153.99 - $182.0 $58.4K - $69K
755 $136M
EOG
Eog Resources Inc

Energy
-5
- 0.08%
$104.61 - $129.97 $523 - $650
6.57K $786M
BRKR
Bruker Corp

Healthcare
-1.32K
- 78.87%
$35.5 - $42.18 $46.8K - $55.6K
353 $14.5M
SITE
Site One Landscape Supply, Inc.

Industrials
-415
- 4.39%
$104.79 - $127.3 $43.5K - $52.8K
9.03K $1.09B
MTD
Mettler Toledo International Inc

Healthcare
-45
- 21.03%
$970.15 - $1216.57 $43.7K - $54.7K
169 $199M
MANH
Manhattan Associates Inc

Technology
-380
- 44.39%
$143.9 - $197.47 $54.7K - $75K
476 $94M
HDUS
Lattice Strategies Tr Hartford
-1.06K
- 60.6%
N/A
688 $40.9M
IEF
Ishares Barclays

ETFs
-1.1K
- 0.83%
$93.15 - $96.56 $102K - $106K
131K $12.5B
SXI
Standex International Corp

Industrials
-308
- 93.33%
$130.91 - $162.93 $40.3K - $50.2K
22 $3.44M
Fortrea Hldgs Inc Com
-6.52K
- 98.97%
N/A
68 $336K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-697
- 6.73%
$83.54 - $100.04 $58.2K - $69.7K
9.66K $961M
LRN
Stride, Inc.

Consumer Defensive
-475
- 43.06%
$124.45 - $160.72 $59.1K - $76.3K
628 $91.2M
IWS
Ishares Russell Midcap Value E

ETFs
-834
- 8.22%
$110.58 - $132.14 $92.2K - $110K
9.32K $1.23B
WST
West Pharmaceutical Services Inc

Healthcare
-92
- 1.77%
$190.39 - $227.7 $17.5K - $20.9K
5.1K $1.12B
RACE
Ferrari N.V.

Consumer Cyclical
-147
- 37.03%
$397.86 - $499.02 $58.5K - $73.4K
250 $122M
FOXA
Fox Corp

Communication Services
-741
- 10.72%
$47.21 - $57.04 $35K - $42.3K
6.17K $346M
CTSH
Cognizant Technology Solutions Corp

Technology
-942
- 5.04%
$66.47 - $81.81 $62.6K - $77.1K
17.7K $1.38B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.24K
- 21.76%
$30.87 - $39.17 $69.1K - $87.6K
8.04K $315M
AVY
Avery Dennison Corp

Industrials
-231
- 22.96%
$159.58 - $183.97 $36.9K - $42.5K
775 $136M
RWR
Spdr Dow Jones Reit ETF

ETFs
-411
- 39.83%
$86.33 - $99.71 $35.5K - $41K
621 $59.9M
VHT
Vanguard Health Care ETF

ETFs
-101
- 9.64%
$236.71 - $261.92 $23.9K - $26.5K
947 $235M
Astera Labs Inc Com
-1.29K
- 52.67%
N/A
1.16K $105M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-167
- 1.6%
$28.49 - $33.82 $4.76K - $5.65K
10.3K $305M
CHRD
Oasis Petroleum Inc.

Energy
-237
- 20.83%
$82.03 - $113.54 $19.4K - $26.9K
901 $87.3M
MTN
Vail Resorts Inc

Consumer Cyclical
-229
- 13.66%
$131.42 - $164.64 $30.1K - $37.7K
1.45K $227M
ENTG
Entegris Inc

Technology
-423
- 46.13%
$62.92 - $86.2 $26.6K - $36.5K
494 $39.8M
CAT
Caterpillar Inc

Industrials
-557
- 18.44%
$273.94 - $388.21 $153K - $216K
2.46K $956M
SON
Sonoco Products CO

Consumer Cyclical
-475
- 11.54%
$40.6 - $47.93 $19.3K - $22.8K
3.64K $159M
CNC
Centene Corp

Healthcare
-198
- 5.1%
$53.4 - $64.29 $10.6K - $12.7K
3.68K $200M
WTFC
Wintrust Financial Corp

Financial Services
-438
- 26.23%
$95.17 - $124.21 $41.7K - $54.4K
1.23K $153M
SHW
Sherwin Williams CO

Basic Materials
-26
- 0.58%
$313.51 - $363.51 $8.15K - $9.45K
4.44K $1.52B
AVTR
Avantor, Inc.

Basic Materials
-913
- 11.1%
$11.94 - $16.29 $10.9K - $14.9K
7.32K $98.5M
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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