Td Private Client Wealth LLC Sells in Q3 2024

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-303K
- 97.43%
$100.75 - $111.62 $30.5M - $33.8M
7.98K $873M
IVV
Ishares Core S&P 500 ETF

ETFs
-48K
- 43.95%
$520.18 - $576.82 $25M - $27.7M
61.2K $35.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-170K
- 15.29%
$81.31 - $83.29 $13.8M - $14.1M
940K $78.1B
NVDA
Nvidia Corp

Technology
-28.9K
- 10.82%
$98.91 - $134.91 $2.86M - $3.9M
238K $28.9B
GOOGL
Alphabet Inc.

Communication Services
-6.71K
- 5.67%
$148.65 - $191.18 $997K - $1.28M
112K $18.5B
KLAC
Kla Corp

Technology
-3.2K
- 47.91%
$696.17 - $892.35 $2.23M - $2.86M
3.48K $2.69B
LRCX
Lam Research Corp

Technology
-1.95K
- 42.55%
$731.56 - $1127.3 $1.42M - $2.19M
2.63K $2.14B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-49.4K
- 7.16%
$76.94 - $79.54 $3.8M - $3.93M
641K $50.9B
AMAT
Applied Materials Inc

Technology
-7.45K
- 33.17%
$174.88 - $254.97 $1.3M - $1.9M
15K $3.03B
CAG
Conagra Brands Inc.

Consumer Defensive
-80.1K
- 97.16%
$28.13 - $32.83 $2.25M - $2.63M
2.34K $76.2M
SCHO
Schwab Short Term Us Treasury

ETFs
-42.2K
- 99.09%
$47.93 - $49.06 $2.02M - $2.07M
388 $19M
IEF
Ishares Barclays

ETFs
-26.9K
- 16.03%
$92.67 - $99.14 $2.49M - $2.66M
141K $13.8B
CVX
Chevron Corp

Energy
-7.13K
- 8.88%
$137.88 - $161.97 $983K - $1.15M
73.1K $10.8B
EW
Edwards Lifesciences Corp

Healthcare
-17.8K
- 84.16%
$59.7 - $93.78 $1.06M - $1.67M
3.35K $221M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-36.1K
- 66.16%
$48.4 - $50.91 $1.75M - $1.84M
18.5K $934M
DLB
Dolby Laboratories, Inc.

Industrials
-21.2K
- 98.88%
$66.75 - $81.27 $1.42M - $1.72M
241 $18.4M
WFC
Wells Fargo & Company

Financial Services
-24.5K
- 24.21%
$51.58 - $60.97 $1.26M - $1.49M
76.8K $4.34B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-32.8K
- 16.06%
$87.56 - $95.49 $2.88M - $3.14M
172K $16.4B
V
Visa Inc.

Financial Services
-7.33K
- 17.11%
$253.74 - $291.56 $1.86M - $2.14M
35.5K $9.76B
MRK
Merck & Co., Inc.

Healthcare
-3.69K
- 4.25%
$111.15 - $128.97 $410K - $476K
83K $9.43B
WMB
Williams Companies, Inc.

Energy
-35K
- 34.0%
$41.24 - $46.22 $1.44M - $1.62M
67.8K $3.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.32K
- 8.23%
$475.2 - $527.7 $3M - $3.34M
70.4K $37.2B
OXY
Occidental Petroleum Corp

Energy
-18.8K
- 88.34%
$49.91 - $63.73 $939K - $1.2M
2.48K $128M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.58K
- 23.45%
$405.19 - $478.57 $1.86M - $2.19M
15K $6.89B
KMB
Kimberly Clark Corp

Consumer Defensive
-7.61K
- 58.44%
$135.05 - $148.35 $1.03M - $1.13M
5.41K $770M
SNPS
Synopsys Inc

Technology
-1.38K
- 42.77%
$463.97 - $621.3 $641K - $858K
1.85K $936M
VMC
Vulcan Materials CO

Basic Materials
-4.01K
- 27.33%
$231.83 - $274.51 $930K - $1.1M
10.7K $2.67B
Atlassian Corp Cl A
-5.01K
- 97.95%
N/A
105 $16.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
-2.16K
- 96.78%
$354.52 - $391.16 $767K - $846K
72 $27.1M
Jacobs Solutions Inc Com
-5K
- 47.27%
N/A
5.58K $730M
INTU
Intuit Inc

Technology
-663
- 7.39%
$602.97 - $670.49 $400K - $445K
8.31K $5.16B
D
Dominion Energy, Inc

Utilities
-20K
- 39.07%
$48.01 - $58.53 $960K - $1.17M
31.2K $1.8B
BX
Blackstone Inc.

Financial Services
-6.48K
- 65.66%
$120.77 - $159.66 $782K - $1.03M
3.39K $519M
MU
Micron Technology Inc

Technology
-773
- 3.5%
$86.27 - $136.82 $66.7K - $106K
21.3K $2.21B
DUK
Duke Energy Corp

Utilities
-13.7K
- 23.14%
$99.35 - $117.71 $1.36M - $1.61M
45.5K $5.25B
CRL
Charles River Laboratories International, Inc.

Healthcare
-2.88K
- 23.58%
$187.96 - $245.29 $542K - $707K
9.34K $1.84B
IT
Gartner Inc

Technology
-2.11K
- 31.56%
$441.32 - $516.47 $932K - $1.09M
4.58K $2.32B
ADBE
Adobe Inc.

Technology
-991
- 23.22%
$508.13 - $586.55 $504K - $581K
3.28K $1.7B
SO
Southern CO

Utilities
-12.6K
- 31.93%
$77.0 - $90.52 $971K - $1.14M
26.9K $2.42B
CE
Celanese Corp

Basic Materials
-4.55K
- 90.23%
$119.16 - $147.51 $542K - $671K
492 $66.9M
GOOG
Alphabet Inc.

Communication Services
-60
- 0.17%
$149.54 - $192.66 $8.97K - $11.6K
35.2K $5.88B
SHEL
Shell PLC

Energy
-5.73K
- 18.63%
$65.65 - $73.28 $376K - $420K
25K $1.65B
UL
Unilever PLC

Consumer Defensive
-13.3K
- 44.31%
$54.7 - $65.59 $728K - $873K
16.7K $1.09B
AMGN
Amgen Inc

Healthcare
-2.37K
- 9.86%
$309.38 - $337.38 $732K - $799K
21.6K $6.97B
PSX
Phillips 66

Energy
-1.78K
- 6.09%
$125.0 - $147.17 $222K - $262K
27.4K $3.6B
TPR
Tapestry, Inc.

Consumer Cyclical
-12.3K
- 84.79%
$36.29 - $47.94 $445K - $588K
2.2K $103M
SCHW
Schwab Charles Corp

Financial Services
-5.73K
- 50.55%
$61.74 - $76.08 $354K - $436K
5.6K $363M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-12.1K
- 4.9%
$76.38 - $78.87 $925K - $955K
235K $18.5B
GS
Goldman Sachs Group Inc

Financial Services
-1.48K
- 22.91%
$459.02 - $510.25 $678K - $753K
4.97K $2.46B
Activity Summary
Buys All Purchases 656 New Holdings 91 Increased Positions 565 Sells All Sells 444 Reductions 443 Sold out 1 Options Calls 0 Puts 0
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