Td Private Client Wealth LLC Sells in Q2 2025

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-5.21K
- 42.05%
$274.35 - $599.47 $1.43M - $3.13M
7.19K $2.24B
BMY
Bristol Myers Squibb CO

Healthcare
-61.6K
- 76.03%
$44.12 - $59.6 $2.72M - $3.67M
19.4K $899M
IWM
Ishares Russell 2000 ETF

ETFs
-15.8K
- 27.78%
$174.82 - $215.79 $2.77M - $3.42M
41.2K $8.89B
FISV
Fiserv Inc

Technology
-8.42K
- 41.74%
N/A
11.7K $2.03B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-29.8K
- 12.64%
$77.74 - $78.78 $2.32M - $2.35M
206K $16.2B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-48.1K
- 24.07%
$43.63 - $45.4 $2.1M - $2.19M
152K $6.78B
MRK
Merck & Co., Inc.

Healthcare
-15K
- 19.2%
$73.47 - $87.12 $1.1M - $1.31M
63.2K $5B
CRM
Salesforce, Inc.

Technology
-7.5K
- 23.31%
$236.26 - $291.15 $1.77M - $2.18M
24.7K $6.73B
APO
Apollo Global Management, Inc.

Financial Services
-13.8K
- 83.46%
$108.68 - $145.07 $1.5M - $2M
2.73K $388M
Kenvue Inc Com
-43.2K
- 13.73%
N/A
271K $5.68B
PAYX
Paychex Inc

Industrials
-9.26K
- 23.91%
$137.01 - $159.78 $1.27M - $1.48M
29.5K $4.29B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-21.5K
- 2.34%
$82.21 - $83.12 $1.76M - $1.78M
897K $74.3B
AJG
Arthur J. Gallagher & Co.

Financial Services
-3.61K
- 18.49%
$310.86 - $348.77 $1.12M - $1.26M
15.9K $5.1B
ETR
Entergy Corp

Utilities
-15.1K
- 18.35%
$79.01 - $86.61 $1.19M - $1.31M
67.3K $5.59B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-22.6K
- 17.61%
$320.42 - $421.7 $7.23M - $9.51M
105K $44.8B
LYB
Lyondell Basell Industries N.V.

Basic Materials
-13.1K
- 33.14%
$53.23 - $70.65 $696K - $924K
26.4K $1.53B
CRL
Charles River Laboratories International, Inc.

Healthcare
-8.31K
- 97.41%
$99.75 - $151.89 $829K - $1.26M
221 $33.5M
DHR
Danaher Corp

Healthcare
-5.65K
- 40.78%
$174.64 - $205.16 $986K - $1.16M
8.2K $1.62B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.11K
- 33.85%
$421.16 - $509.5 $887K - $1.07M
4.12K $1.83B
LII
Lennox International Inc

Industrials
-2.17K
- 38.26%
$508.76 - $605.77 $1.1M - $1.32M
3.5K $2.01B
VST
Vistra Corp.

Utilities
-11K
- 86.99%
$98.07 - $195.04 $1.07M - $2.14M
1.64K $317M
IT
Gartner Inc

Technology
-2.7K
- 91.91%
$377.5 - $449.52 $1.02M - $1.22M
238 $96.2M
SHOP
Shopify Inc.

Technology
-12.4K
- 71.25%
$76.89 - $115.35 $953K - $1.43M
5K $577M
Ge Healthcare Technologies Inc Com
-11.6K
- 83.94%
N/A
2.21K $164M
SMG
Scotts Miracle Gro CO

Basic Materials
-17.1K
- 98.58%
$48.21 - $66.48 $824K - $1.14M
247 $16.3M
Sitio Royalties Corp New Com Cl A
-47.1K
- 99.93%
N/A
35 $643K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-13.7K
- 7.92%
$81.46 - $94.63 $1.12M - $1.3M
160K $15.1B
DVA
Davita Inc.

Healthcare
-5.27K
- 92.44%
$133.5 - $155.51 $704K - $820K
431 $61.4M
TER
Teradyne, Inc

Technology
-9.95K
- 79.76%
$67.96 - $91.05 $676K - $906K
2.52K $227M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-9.61K
- 2.64%
$116.93 - $119.39 $1.12M - $1.15M
355K $42.3B
PLD
Prologis, Inc.

Real Estate
-2.11K
- 2.47%
$89.76 - $112.34 $189K - $237K
83.3K $8.76B
VGT
Vanguard Information Technolog

ETFs
-4.66K
- 24.35%
$470.37 - $663.28 $2.19M - $3.09M
14.5K $9.6B
NEE
Nextera Energy Inc

Utilities
-8.9K
- 8.57%
$64.11 - $75.0 $570K - $667K
94.9K $6.59B
HUBS
Hubspot Inc

Technology
-1.34K
- 99.12%
$487.07 - $672.24 $655K - $903K
12 $6.68M
HD
Home Depot, Inc.

Consumer Cyclical
-2.1K
- 10.94%
$335.24 - $380.78 $704K - $800K
17.1K $6.27B
MSCI
Msci Inc.

Financial Services
-1.33K
- 90.87%
$506.56 - $576.74 $676K - $769K
134 $77.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-11.2K
- 6.29%
$75.05 - $77.34 $844K - $870K
167K $12.9B
IWN
Ishares Russell2000 Val ETF

ETFs
-4.94K
- 65.83%
$131.84 - $157.76 $651K - $779K
2.56K $404M
SLB
Schlumberger Limited

Energy
-13.4K
- 42.31%
$31.95 - $42.2 $429K - $567K
18.3K $619M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.06K
- 23.58%
$212.1 - $244.27 $438K - $504K
6.69K $1.46B
BLDR
Builders First Source, Inc.

Industrials
-5.22K
- 93.65%
$105.63 - $131.12 $551K - $684K
354 $41.3M
KO
Coca Cola CO

Consumer Defensive
-7.46K
- 7.4%
$68.37 - $73.9 $510K - $552K
93.3K $6.6B
PHG
Koninklijke Philips Nv

Healthcare
-23.6K
- 98.66%
$21.67 - $25.64 $512K - $606K
322 $7.72M
SBUX
Starbucks Corp

Consumer Cyclical
-4.25K
- 13.42%
$79.69 - $99.41 $338K - $422K
27.4K $2.51B
SHV
Ishares Tr

ETFs
-5.31K
- 8.46%
$110.06 - $110.46 $585K - $587K
57.5K $6.35B
MLI
Mueller Industries Inc

Industrials
-7.73K
- 88.38%
$68.45 - $79.6 $529K - $615K
1.02K $80.7M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-21.8K
- 91.24%
$21.02 - $26.3 $459K - $574K
2.1K $44.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11.6K
- 7.74%
$90.56 - $109.49 $1.05M - $1.27M
139K $15.2B
SO
Southern CO

Utilities
-5.75K
- 20.91%
$84.91 - $92.56 $488K - $532K
21.7K $2B
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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