Td Private Client Wealth LLC Sells in Q1 2025

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-64K
- 19.9%
$92.45 - $106.69 $5.92M - $6.83M
258K $23.9B
TSLA
Tesla, Inc.

Consumer Cyclical
-12.4K
- 49.35%
$222.15 - $428.22 $2.76M - $5.32M
12.8K $3.31B
IWD
Ishares Russell 1000 Val ETF

ETFs
-38.7K
- 26.14%
$182.82 - $196.21 $7.07M - $7.59M
109K $20.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.66K
- 2.78%
$360.07 - $417.26 $1.32M - $1.53M
128K $46.2B
GOOGL
Alphabet Inc.

Communication Services
-3.43K
- 3.37%
$154.33 - $206.19 $529K - $707K
98.5K $15.2B
VUG
Vanguard Growth ETF

ETFs
-1.06K
- 1.39%
$369.1 - $427.61 $392K - $454K
75.3K $27.9B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-47K
- 4.87%
$81.83 - $82.73 $3.85M - $3.89M
919K $76B
UNH
Unitedhealth Group Inc

Healthcare
-6.56K
- 34.6%
$461.52 - $548.18 $3.03M - $3.6M
12.4K $6.49B
ITM
Vaneck Intermediate Muni ETF

ETFs
-59.6K
- 92.06%
$45.21 - $46.67 $2.69M - $2.78M
5.14K $234M
MTN
Vail Resorts Inc

Consumer Cyclical
-12.5K
- 88.2%
$153.58 - $184.72 $1.92M - $2.31M
1.68K $268M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.3K
- 3.18%
$57.21 - $65.8 $705K - $811K
375K $21.9B
LMT
Lockheed Martin Corp

Industrials
-3.92K
- 40.77%
$423.19 - $506.29 $1.66M - $1.98M
5.69K $2.54B
MRVL
Marvell Technology, Inc.

Technology
-8.56K
- 26.87%
$61.57 - $126.06 $527K - $1.08M
23.3K $1.43B
IWM
Ishares Russell 2000 ETF

ETFs
-3.82K
- 6.28%
$198.1 - $229.79 $757K - $878K
57K $11.4B
SHV
Ishares Tr

ETFs
-18.7K
- 22.98%
$110.11 - $110.51 $2.06M - $2.07M
62.8K $6.94B
VBK
Vanguard Small Cap Growth ETF

ETFs
-6.58K
- 70.8%
$247.97 - $296.33 $1.63M - $1.95M
2.71K $683M
NOW
Service Now, Inc.

Technology
-749
- 15.54%
$783.83 - $1170.39 $587K - $877K
4.07K $3.24B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-18.9K
- 50.24%
$81.62 - $96.63 $1.55M - $1.83M
18.7K $1.56B
GS
Goldman Sachs Group Inc

Financial Services
-3.07K
- 47.13%
$524.81 - $672.19 $1.61M - $2.06M
3.44K $1.88B
MSCI
Msci Inc.

Financial Services
-2.84K
- 65.92%
$541.46 - $628.34 $1.54M - $1.78M
1.47K $830M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-15.8K
- 13.74%
$128.74 - $138.67 $2.04M - $2.19M
99.3K $13.5B
DFS
Discover Financial Services

Financial Services
-9.68K
- 35.0%
$152.99 - $203.25 $1.48M - $1.97M
18K $3.07B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-28.6K
- 66.37%
$56.12 - $68.15 $1.61M - $1.95M
14.5K $985M
GE
General Electric CO

Industrials
-11.1K
- 56.19%
$168.59 - $212.13 $1.87M - $2.36M
8.66K $1.73B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-26.9K
- 4.39%
$77.7 - $78.94 $2.09M - $2.13M
586K $46.3B
INTU
Intuit Inc

Technology
-2.06K
- 25.2%
$555.63 - $630.23 $1.14M - $1.3M
6.12K $3.76B
IVE
Ishares S&P 500 Value ETF

ETFs
-6.87K
- 6.47%
$185.78 - $198.58 $1.28M - $1.36M
99.3K $18.9B
GDDY
Go Daddy Inc.

Technology
-6.11K
- 70.77%
$172.13 - $214.35 $1.05M - $1.31M
2.52K $454M
ASML
Asml Holding Nv

Technology
-1.59K
- 53.03%
$662.63 - $776.99 $1.05M - $1.24M
1.41K $934M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-6.77K
- 24.39%
$121.0 - $142.28 $819K - $963K
21K $2.61B
JCI
Johnson Controls International PLC

Industrials
-12.6K
- 43.74%
$76.12 - $90.6 $956K - $1.14M
16.2K $1.29B
SRE
Sempra Energy

Utilities
-9.67K
- 56.99%
$67.85 - $87.67 $656K - $848K
7.3K $521M
DHR
Danaher Corp

Healthcare
-2.61K
- 15.86%
$201.62 - $250.59 $526K - $654K
13.8K $2.84B
APH
Amphenol Corp

Technology
-9.68K
- 14.08%
$61.62 - $78.55 $596K - $760K
59.1K $3.87B
CDNS
Cadence Design Systems Inc

Technology
-1.14K
- 8.69%
$233.96 - $324.52 $266K - $369K
12K $3.04B
ORCL
Oracle Corp

Technology
-2.7K
- 14.62%
$139.81 - $186.47 $378K - $504K
15.8K $2.21B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-8.86K
- 4.86%
$90.0 - $96.32 $797K - $853K
173K $16B
ACN
Accenture PLC

Technology
-547
- 3.44%
$300.91 - $398.25 $165K - $218K
15.4K $4.79B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.2K
- 31.27%
$522.96 - $601.18 $628K - $721K
2.64K $1.41B
ZBRA
Zebra Technologies Corp

Technology
-301
- 4.52%
$271.72 - $421.11 $81.8K - $127K
6.37K $1.8B
HWM
Howmet Aerospace Inc.

Industrials
-10.1K
- 36.68%
$110.79 - $139.39 $1.12M - $1.4M
17.4K $2.25B
MCHP
Microchip Technology Inc

Technology
-9.83K
- 34.31%
$48.41 - $64.3 $476K - $632K
18.8K $912M
CCI
Crown Castle International Corp

Real Estate
-9.07K
- 46.7%
$84.33 - $106.39 $765K - $965K
10.4K $1.08B
HPE
Hewlett Packard Enterprise CO

Technology
-19.4K
- 31.54%
$14.77 - $24.42 $287K - $475K
42.2K $651M
Brookfield Renewable Corporation Registered Shs A Isin#Ca11285 B1085
-23.9K
- 97.57%
N/A
595 $16.6M
SU
Suncor Energy Inc

Energy
-17.3K
- 94.84%
$34.27 - $40.63 $593K - $703K
940 $36.4M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-7.83K
- 74.37%
$69.69 - $79.99 $546K - $626K
2.7K $193M
KMB
Kimberly Clark Corp

Consumer Defensive
-4.61K
- 93.07%
$124.46 - $147.4 $573K - $679K
343 $48.8M
ADBE
Adobe Inc.

Technology
-1.03K
- 32.8%
$377.84 - $464.11 $390K - $479K
2.11K $811M
Activity Summary
Buys All Purchases 846 New Holdings 184 Increased Positions 662 Sells All Sells 424 Reductions 424 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