Td Private Client Wealth LLC Reduced Holdings in Q4 2024

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-517
- 3.8%
$48.5 - $53.31 $25.1K - $27.6K
13.1K $636M
WM
Waste Management Inc

Industrials
-180
- 2.03%
$201.79 - $228.46 $36.3K - $41.1K
8.68K $1.75B
FNF
Fidelity National Financial, Inc.

Financial Services
-168
- 1.28%
$55.19 - $63.83 $9.27K - $10.7K
12.9K $725M
IBM
International Business Machines Corp

Technology
-289
- 1.61%
$204.9 - $238.04 $59.2K - $68.8K
17.6K $3.88B
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.48K
- 19.19%
N/A
10.4K $211M
PWR
Quanta Services, Inc.

Industrials
-383
- 17.62%
$296.05 - $346.6 $113K - $133K
1.79K $566M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-95
- 0.67%
$31.24 - $37.15 $2.97K - $3.53K
14.1K $453M
OPCH
Option Care Health, Inc.

Healthcare
-1.34K
- 23.45%
$21.74 - $31.64 $29.2K - $42.5K
4.38K $102M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.07K
- 3.92%
$48.33 - $49.08 $51.6K - $52.4K
26.2K $1.27B
F
Ford Motor CO

Consumer Cyclical
-6.84K
- 55.51%
$9.69 - $11.4 $66.2K - $77.9K
5.48K $54.3M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-495
- 2.94%
$27.09 - $32.06 $13.4K - $15.9K
16.4K $459M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-797
- 3.94%
$121.89 - $135.52 $97.1K - $108K
19.4K $2.43B
EXC
Exelon Corp

Utilities
-384
- 1.95%
$36.22 - $40.97 $13.9K - $15.7K
19.3K $725M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-322
- 5.33%
$278.19 - $315.36 $89.6K - $102K
5.72K $1.65B
ALC
Alcon Inc

Healthcare
-16
- 0.36%
$83.87 - $99.15 $1.34K - $1.59K
4.45K $378M
TTEK
Tetra Tech Inc

Industrials
-877
- 19.26%
$39.8 - $50.52 $34.9K - $44.3K
3.68K $146M
AZO
Autozone Inc

Consumer Cyclical
-26
- 8.87%
$2981.19 - $3370.27 $77.5K - $87.6K
267 $855M
HES
Hess Corp

Energy
-355
- 4.79%
$127.66 - $148.65 $45.3K - $52.8K
7.06K $939M
SEE
Sealed Air Corp

Consumer Cyclical
-320
- 1.41%
$33.59 - $37.3 $10.7K - $11.9K
22.4K $757M
BIIB
Biogen Inc.

Healthcare
-333
- 86.49%
$146.47 - $191.55 $48.8K - $63.8K
52 $7.95M
IWR
Ishares Russell Mid Cap ETF

ETFs
-869
- 2.0%
$87.25 - $95.52 $75.8K - $83K
42.7K $3.77B
VEEV
Veeva Systems Inc

Healthcare
-320
- 4.05%
$201.81 - $250.45 $64.6K - $80.1K
7.58K $1.59B
TXT
Textron Inc

Industrials
-4
- 0.08%
$75.82 - $90.32 $303 - $361
5.23K $400M
MS
Morgan Stanley

Financial Services
-6.37K
- 18.55%
$104.42 - $134.99 $665K - $859K
28K $3.52B
Lazard Inc Com
-2.72K
- 3.89%
N/A
67K $3.45B
EW
Edwards Lifesciences Corp

Healthcare
-1.21K
- 36.13%
$64.54 - $75.92 $78K - $91.8K
2.14K $158M
PH
Parker Hannifin Corp

Industrials
-107
- 7.04%
$621.74 - $709.46 $66.5K - $75.9K
1.41K $899M
CMC
Commercial Metals CO

Basic Materials
-596
- 10.09%
$49.22 - $63.32 $29.3K - $37.7K
5.31K $263M
VOT
Vanguard Mid Cap Growth Index

ETFs
-354
- 12.54%
$241.48 - $274.89 $85.5K - $97.3K
2.47K $627M
XLI
Industrial Sector Spdr

ETFs
-364
- 11.07%
$131.76 - $143.99 $48K - $52.4K
2.92K $385M
CRUS
Cirrus Logic, Inc.

Technology
-51
- 2.3%
$99.58 - $125.3 $5.08K - $6.39K
2.17K $216M
VT
Vanguard Total World Stk Index

ETFs
-397
- 6.78%
$117.09 - $123.07 $46.5K - $48.9K
5.46K $641M
SIG
Signet Jewelers LTD

Consumer Cyclical
-476
- 53.85%
$79.42 - $104.13 $37.8K - $49.6K
408 $32.9M
LEA
Lear Corp

Consumer Cyclical
-90
- 2.63%
$92.95 - $108.96 $8.37K - $9.81K
3.34K $316M
CAG
Conagra Brands Inc.

Consumer Defensive
-1.68K
- 71.84%
$26.48 - $32.72 $44.6K - $55.1K
660 $18.3M
IQV
Iqvia Holdings Inc.

Healthcare
-80
- 7.76%
$190.97 - $236.63 $15.3K - $18.9K
951 $187M
JKHY
Henry Jack & Associates Inc

Technology
-241
- 2.0%
$171.12 - $186.18 $41.2K - $44.9K
11.8K $2.07B
BBY
Best Buy CO Inc

Consumer Cyclical
-75
- 2.6%
$85.2 - $101.35 $6.39K - $7.6K
2.82K $242M
Canadian Pacific Kansas City LTD Isin# Ca13646 K1084
-212
- 6.81%
N/A
2.9K $210M
AES
Aes Corp

Utilities
-1.71K
- 37.05%
$12.44 - $20.24 $21.2K - $34.6K
2.9K $37.3M
NOC
Northrop Grumman Corp

Industrials
-6
- 0.68%
$466.52 - $543.88 $2.8K - $3.26K
877 $412M
SF
Stifel Financial Corp

Financial Services
-826
- 30.5%
$93.4 - $117.72 $77.1K - $97.2K
1.88K $200M
IWN
Ishares Russell2000 Val ETF

ETFs
-194
- 2.67%
$162.69 - $181.35 $31.6K - $35.2K
7.08K $1.16B
HIG
Hartford Financial Services Group, Inc.

Financial Services
-114
- 2.45%
$107.06 - $123.74 $12.2K - $14.1K
4.53K $496M
GMAB
Genmab A/S

Healthcare
-268
- 2.27%
$20.02 - $24.15 $5.37K - $6.47K
11.5K $241M
LRN
Stride, Inc.

Consumer Defensive
-794
- 40.47%
$64.04 - $110.79 $50.8K - $88K
1.17K $121M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.62K
- 10.67%
$12.61 - $15.33 $20.5K - $24.9K
13.6K $175M
STM
St Microelectronics N.V.

Technology
-1.46K
- 93.83%
$24.48 - $28.92 $35.7K - $42.2K
96 $2.4M
CE
Celanese Corp

Basic Materials
-150
- 30.49%
$67.03 - $136.68 $10.1K - $20.5K
342 $23.7M
Activity Summary
Buys All Purchases 607 New Holdings 90 Increased Positions 517 Sells All Sells 550 Reductions 550 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email