Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.18 Trillion
  • Q2 2024

Td Private Client Wealth LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.18 Trillion distributed in 1216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $196B, Spdr Portfolio S&P 500 ETF (Ma with a value of $181B, Vanguard Mortg Backed Sec ETF with a value of $131B, Ishares Tr with a value of $118B, and Ishares U.S. Treasury Bond ETF with a value of $110B.

Examining the 13F form we can see an increase of $3.18T in the current position value.

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 $3.18 Trillion
Technology: $256 Billion
Financial Services: $149 Billion
Healthcare: $136 Billion
Industrials: $107 Billion
Communication Services: $84.6 Billion
Consumer Cyclical: $78.8 Billion
Consumer Defensive: $63.3 Billion
Energy: $55.5 Billion
Other: $96.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$229B
$942 Million 0.03% of portfolio
8,850
Q1 2024 Reduced 8.6%
$27.8B
$1.07 Billion 0.03% of portfolio
7,658
Q1 2024 Added 5.91%
$24.7B
$828 Million 0.03% of portfolio
9,743
Q1 2024 Added 7.46%
$29.5B
$902 Million 0.03% of portfolio
7,165
Q1 2024 Added 1.58%
$8.1B
$841 Million 0.03% of portfolio
3,413
Q1 2024 Added 5.76%
$15.4B
$853 Million 0.03% of portfolio
2,235
Q1 2024 Added 1.5%
$23.6B
$893 Million 0.03% of portfolio
35,453
Q1 2024 Added 4.32%
$59B
$839 Million 0.03% of portfolio
283
Q1 2024 Reduced 7.9%
$12.1B
$877 Million 0.03% of portfolio
4,208
Q1 2024 Added 9.53%
$18.7B
$1.06 Billion 0.03% of portfolio
3,330
Q1 2024 Added 4.26%
$15.2B
$980 Million 0.03% of portfolio
21,895
Q1 2024 Added 1.8%
$51.6B
$794 Million 0.03% of portfolio
3,553
Q1 2024 Added 145,200.0%
$79.4B
$531 Million 0.02% of portfolio
1,809
Q1 2024 Added 35.41%
$21.3B
$715 Million 0.02% of portfolio
7,969
Q1 2024 Added 2.22%
$79.5B
$478 Million 0.02% of portfolio
3,206
Q1 2024 Added 7.73%
$68.4B
$612 Million 0.02% of portfolio
6,854
Q1 2024 Reduced 2.17%
$13.6B
$751 Million 0.02% of portfolio
21,863
Q1 2024 Added 2.0%
$60B
$695 Million 0.02% of portfolio
26,101
Q1 2024 Added 2.82%
$34.2B
$702 Million 0.02% of portfolio
2,678
Q1 2024 Added 6.39%
$119B
$712 Million 0.02% of portfolio
1,905
Q1 2024 Reduced 1.57%
$41.7B
$767 Million 0.02% of portfolio
7,969
Q1 2024 Reduced 9.0%
$32.7B
$521 Million 0.02% of portfolio
9,828
Q1 2024 Added 0.47%
$37.9B
$517 Million 0.02% of portfolio
14,940
Q1 2024 Added 5.92%
$69.4B
$733 Million 0.02% of portfolio
2,839
Q1 2024 Reduced 29.47%
$66.3B
$632 Million 0.02% of portfolio
13,010
Q1 2024 Added 33.07%
$64.1B
$549 Million 0.02% of portfolio
8,707
Q1 2024 Reduced 2.42%
$12.6B
$619 Million 0.02% of portfolio
14,467
Q1 2024 Added 473.2%
$36.5B
$477 Million 0.02% of portfolio
1,277
Q1 2024 Added 5.47%
$16.6B
$643 Million 0.02% of portfolio
13,002
Q1 2024 Added 7.76%
$89.4B
$781 Million 0.02% of portfolio
1,544
Q1 2024 Reduced 7.07%
$34.8B
$556 Million 0.02% of portfolio
2,824
Q1 2024 Reduced 18.39%
$9.19B
$680 Million 0.02% of portfolio
5,038
Q1 2024 Added 13.94%
$14.4B
$532 Million 0.02% of portfolio
11,964
Q1 2024 Reduced 0.8%
$11.5B
$704 Million 0.02% of portfolio
3,239
Q1 2024 Added 488.81%
$5.14B
$783 Million 0.02% of portfolio
22,513
Q1 2024 Reduced 0.22%
$47.3B
$574 Million 0.02% of portfolio
2,261
Q1 2024 Reduced 6.77%
$78.6B
$696 Million 0.02% of portfolio
5,527
Q1 2024 Reduced 3.3%
$34.1B
$579 Million 0.02% of portfolio
8,728
Q1 2024 Reduced 4.81%
$61.4B
$619 Million 0.02% of portfolio
2,301
Q1 2024 Added 22.83%
$18.3B
$569 Million 0.02% of portfolio
8,536
Q1 2024 Reduced 28.57%
$53.4B
$692 Million 0.02% of portfolio
18,159
Q1 2024 Added 34.51%
$23.9B
$639 Million 0.02% of portfolio
-
Q1 2024 Reduced 14.93%
$14.8B
$627 Million 0.02% of portfolio
2,314
Q1 2024 New
$5.39B
$640 Million 0.02% of portfolio
22,537
Q1 2024 Reduced 92.73%
$11B
$555 Million 0.02% of portfolio
12,296
Q1 2024 Added 6.6%
$29.6B
$516 Million 0.02% of portfolio
3,770
Q1 2024 Added 3.79%
$51.4B
$494 Million 0.02% of portfolio
2,825
Q1 2024 Added 24.53%
$15.2B
$512 Million 0.02% of portfolio
24,135
Q1 2024 Reduced 0.98%
$70.9B
$556 Million 0.02% of portfolio
1,450
Q1 2024 Reduced 0.87%

Summary

  • Portfolio
  • No. of Stocks 1,216
  • Current Value $3.18 Trillion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1,216 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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