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
$241B
$5.37 Billion 0.13% of portfolio
38,145
Q2 2025 Added 7.06%
$126B
$5.35 Billion 0.13% of portfolio
110,641
Q2 2025 Added 1.96%
$136B
$5.2 Billion 0.13% of portfolio
22,618
Q2 2025 Added 0.33%
$199B
$4.78 Billion 0.12% of portfolio
165,286
Q2 2025 Added 26.53%
$117B
$5.01 Billion 0.12% of portfolio
105,819
Q2 2025 Added 163.31%
$156B
$4.68 Billion 0.12% of portfolio
131,196
Q2 2025 Added 5.79%
$138B
$4.95 Billion 0.12% of portfolio
44,656
Q2 2025 Reduced 1.26%
$10.7B
$4.92 Billion 0.12% of portfolio
66,708
Q2 2025 Added 11.47%
$234B
$4.85 Billion 0.12% of portfolio
16,445
Q2 2025 Added 2.2%
$220B
$4.8 Billion 0.12% of portfolio
6,097
Q2 2025 Reduced 0.31%
$213B
$5 Billion 0.12% of portfolio
63,164
Q2 2025 Reduced 19.2%
$376B
$4.93 Billion 0.12% of portfolio
30,975
Q2 2025 Added 2.68%
$173B
$5.02 Billion 0.12% of portfolio
81,768
Q2 2025 New
$182B
$5.02 Billion 0.12% of portfolio
53,765
Q2 2025 New
$177B
$4.31 Billion 0.11% of portfolio
14,422
Q2 2025 Reduced 6.08%
$227B
$4.49 Billion 0.11% of portfolio
14,090
Q2 2025 Added 1.94%
$81.1B
$4.34 Billion 0.11% of portfolio
20,400
Q2 2025 Added 1,241.22%
$765B
$4.62 Billion 0.11% of portfolio
5,922
Q2 2025 Added 5.62%
$52.1B
$4.29 Billion 0.11% of portfolio
29,476
Q2 2025 Reduced 23.91%
$964B
$4.62 Billion 0.11% of portfolio
14,541
Q2 2025 Added 13.98%
$148B
$4.24 Billion 0.1% of portfolio
39,472
Q2 2025 Reduced 3.2%
$55.6B
$3.89 Billion 0.1% of portfolio
15,974
Q2 2025 Added 6.26%
$222B
$3.89 Billion 0.1% of portfolio
31,376
Q2 2025 Added 11.06%
$283B
$4.04 Billion 0.1% of portfolio
15,715
Q2 2025 Added 81.49%
$151B
$3.88 Billion 0.1% of portfolio
16,671
Q2 2025 Reduced 5.22%
$217B
$3.9 Billion 0.1% of portfolio
13,362
Q2 2025 Added 12.49%
$32.2B
$4.05 Billion 0.1% of portfolio
124,250
Q2 2025 Added 9.19%
$182B
$3.6 Billion 0.09% of portfolio
42,313
Q2 2025 Added 3.85%
$148B
$3.83 Billion 0.09% of portfolio
10,727
Q2 2025 Reduced 6.32%
$24B
$3.59 Billion 0.09% of portfolio
214,457
Q2 2025 Reduced 1.53%
$181B
$3.62 Billion 0.09% of portfolio
6,665
Q2 2025 Reduced 2.44%
$126B
$3.62 Billion 0.09% of portfolio
4,036
Q2 2025 Added 32.63%
$199B
$3.59 Billion 0.09% of portfolio
27,156
Q2 2025 Added 1.15%
$142B
$3.71 Billion 0.09% of portfolio
153,109
Q2 2025 Added 19.94%
$194B
$3.79 Billion 0.09% of portfolio
3,689
Q2 2025 Reduced 9.41%
$104B
$3.69 Billion 0.09% of portfolio
8,437
Q2 2025 Added 6.97%
$46.8B
$3.76 Billion 0.09% of portfolio
12,057
Q2 2025 Reduced 8.73%
$40B
$3.65 Billion 0.09% of portfolio
53,571
Q2 2025 Added 0.44%
$13.4B
$3.07 Billion 0.08% of portfolio
21,320
Q2 2025 Added 42.34%
$161B
$3.36 Billion 0.08% of portfolio
18,366
Q2 2025 Reduced 8.53%
$53.1B
$3.11 Billion 0.08% of portfolio
10,049
Q2 2025 Added 28.0%
$87.7B
$3.28 Billion 0.08% of portfolio
10,640
Q2 2025 Reduced 10.98%
$23.8B
$3.22 Billion 0.08% of portfolio
80,048
Q2 2025 Added 70.95%
$76.2B
$3.22 Billion 0.08% of portfolio
17,307
Q2 2025 Reduced 0.4%
$5.65B
$3.33 Billion 0.08% of portfolio
60,116
Q2 2025 Added 217.79%
$101B
$3.26 Billion 0.08% of portfolio
17,788
Q2 2025 Reduced 8.14%
$27.4B
$3.39 Billion 0.08% of portfolio
1,695
Q2 2025 Added 3.35%
$32.4B
$3.23 Billion 0.08% of portfolio
55,486
Q2 2025 Added 9.63%
$655B
$3.3 Billion 0.08% of portfolio
15,109
Q2 2025 Reduced 4.26%

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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