Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025

Td Private Client Wealth LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.07 Trillion distributed in 1404 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $313B, Ishares Tr with a value of $221B, Spdr S&P 500 ETF Trust with a value of $213B, Vanguard Mortg Backed Sec ETF with a value of $192B, and Ishares U.S. Treasury Bond ETF with a value of $147B.

Examining the 13F form we can see an increase of $440B in the current position value, from $3.63T to 4.07T.

Td Private Client Wealth LLC is based out at New York, NY

Below you can find more details about Td Private Client Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.07 Trillion
Technology: $281 Billion
Financial Services: $194 Billion
Healthcare: $128 Billion
Industrials: $124 Billion
Communication Services: $102 Billion
Consumer Cyclical: $96.3 Billion
Consumer Defensive: $72.8 Billion
Utilities: $55 Billion
Other: $109 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72T
$61 Billion 1.5% of portfolio
122,537
Q2 2025 Reduced 1.7%
$426B
$39 Billion 0.96% of portfolio
246,732
Q2 2025 Added 0.86%
$2.43T
$35.6 Billion 0.87% of portfolio
162,271
Q2 2025 Added 2.84%
$1.72T
$30.2 Billion 0.74% of portfolio
40,884
Q2 2025 Reduced 4.44%
$874B
$28.1 Billion 0.69% of portfolio
97,085
Q2 2025 Added 1.69%
$3.77T
$24.4 Billion 0.6% of portfolio
118,933
Q2 2025 Added 1.09%
$136B
$19.2 Billion 0.47% of portfolio
69,800
Q2 2025 Added 11.55%
$255B
$18.7 Billion 0.46% of portfolio
102,878
Q2 2025 Reduced 9.78%
$372B
$14.9 Billion 0.37% of portfolio
80,146
Q2 2025 Added 1.51%
$1.43T
$14.9 Billion 0.37% of portfolio
84,501
Q2 2025 Reduced 14.19%
$183B
$11.9 Billion 0.29% of portfolio
274,719
Q2 2025 Added 2.03%
$303B
$11.4 Billion 0.28% of portfolio
79,358
Q2 2025 Added 1.78%
$557B
$11.6 Billion 0.28% of portfolio
20,556
Q2 2025 Added 6.02%
$562B
$10.6 Billion 0.26% of portfolio
7,915
Q2 2025 Added 0.29%
$562B
$10.5 Billion 0.26% of portfolio
29,490
Q2 2025 Added 7.25%
$125B
$10.3 Billion 0.25% of portfolio
117,926
Q2 2025 Added 19.81%
$103B
$8.76 Billion 0.22% of portfolio
83,327
Q2 2025 Reduced 2.47%
$73.4B
$9.1 Billion 0.22% of portfolio
201,114
Q2 2025 Reduced 1.26%
$278B
$8.72 Billion 0.21% of portfolio
89,167
Q2 2025 Added 8.28%
$55.7B
$8.15 Billion 0.2% of portfolio
78,517
Q2 2025 Added 5.34%
$637B
$8.21 Billion 0.2% of portfolio
16,903
Q2 2025 Added 12.32%
$139B
$7.98 Billion 0.2% of portfolio
10,398
Q2 2025 Added 5.05%
$150B
$7.15 Billion 0.18% of portfolio
25,608
Q2 2025 Added 6.2%
$404B
$7.33 Billion 0.18% of portfolio
155,003
Q2 2025 Added 4.58%
$81B
$7.26 Billion 0.18% of portfolio
38,950
Q2 2025 Added 23.75%
$69.5B
$6.86 Billion 0.17% of portfolio
69,489
Q2 2025 Added 17.63%
$276B
$7.12 Billion 0.17% of portfolio
102,647
Q2 2025 Reduced 1.11%
$94.2B
$6.88 Billion 0.17% of portfolio
99,674
Q2 2025 Added 26.31%
$461B
$6.89 Billion 0.17% of portfolio
63,946
Q2 2025 Added 22.97%
$223B
$7.02 Billion 0.17% of portfolio
48,108
Q2 2025 New
$252B
$6.73 Billion 0.17% of portfolio
24,679
Q2 2025 Reduced 23.31%
$293B
$6.6 Billion 0.16% of portfolio
93,331
Q2 2025 Reduced 7.4%
$138B
$6.59 Billion 0.16% of portfolio
94,947
Q2 2025 Reduced 8.57%
$55.7B
$6.02 Billion 0.15% of portfolio
18,389
Q2 2025 Added 6.5%
$92.7B
$6.07 Billion 0.15% of portfolio
51,460
Q2 2025 Reduced 0.33%
$425B
$6.27 Billion 0.15% of portfolio
17,102
Q2 2025 Reduced 10.94%
$118B
$6.14 Billion 0.15% of portfolio
46,185
Q2 2025 Added 10.47%
$1.3T
$6.04 Billion 0.15% of portfolio
26,672
Q2 2025 Added 26.44%
$307B
$6.08 Billion 0.15% of portfolio
75,877
Q2 2025 Added 2.48%
$78.1B
$5.84 Billion 0.14% of portfolio
43,835
Q2 2025 Added 1.87%
$17.7B
$5.59 Billion 0.14% of portfolio
67,258
Q2 2025 Reduced 18.35%
$51.5B
$5.69 Billion 0.14% of portfolio
76,410
Q2 2025 Added 11.98%
$231B
$5.32 Billion 0.13% of portfolio
39,082
Q2 2025 Reduced 7.32%
$1.46T
$5.49 Billion 0.13% of portfolio
30,941
Q2 2025 Reduced 19.61%
$128B
$5.2 Billion 0.13% of portfolio
21,861
Q2 2025 Added 9.56%
$97.9B
$5.19 Billion 0.13% of portfolio
114,764
Q2 2025 Added 2.9%
$62.8B
$5.1 Billion 0.13% of portfolio
15,934
Q2 2025 Reduced 18.49%
$27.1B
$5.34 Billion 0.13% of portfolio
14,234
Q2 2025 Added 17.97%
$63.2B
$5.49 Billion 0.13% of portfolio
68,219
Q2 2025 Added 7.62%

Summary

  • Portfolio
  • No. of Stocks 1,404
  • Current Value $4.07 Trillion
  • Prior Value $3.63 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 125 stocks
  • Additional Purchases 563 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 566 stocks
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