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
$242B
$702 Million 0.02% of portfolio
4,916
Q1 2024 Reduced 46.08%
$18.9B
$698 Million 0.02% of portfolio
2,443
Q1 2024 Added 3.76%
$33B
$524 Million 0.02% of portfolio
2,864
Q1 2024 Added 6.88%
$7.56B
$672 Million 0.02% of portfolio
5,482
Q1 2024 Added 2,394.9%
$15B
$679 Million 0.02% of portfolio
12,818
Q1 2024 Added 5.66%
$31.1B
$766 Million 0.02% of portfolio
38,958
Q1 2024 Added 18.91%
$18.2B
$752 Million 0.02% of portfolio
25,490
Q1 2024 Added 125.32%
$39.4B
$556 Million 0.02% of portfolio
15,627
Q1 2024 Reduced 9.99%
$83.9B
$161 Million 0.01% of portfolio
213
Q1 2024 Added 8.8%
$11.2B
$219 Million 0.01% of portfolio
2,940
Q1 2024 Added 1.9%
$12.3B
$374 Million 0.01% of portfolio
3,434
Q1 2024 Added 377.79%
$34B
$265 Million 0.01% of portfolio
4,924
Q1 2024 Added 26.67%
$49.6B
$376 Million 0.01% of portfolio
2,502
Q1 2024 Added 1.34%
$20.1B
$250 Million 0.01% of portfolio
2,967
Q1 2024 Reduced 0.9%
$34.8B
$199 Million 0.01% of portfolio
2,230
Q1 2024 Reduced 4.44%
$43.7B
$195 Million 0.01% of portfolio
2,186
Q1 2024 Reduced 51.09%
$10.4B
$176 Million 0.01% of portfolio
2,302
Q1 2024 Reduced 3.64%
$20.6B
$302 Million 0.01% of portfolio
1,997
Q1 2024 Reduced 37.55%
$60.4B
$427 Million 0.01% of portfolio
21,494
Q1 2024 Reduced 3.72%
$29.6B
$446 Million 0.01% of portfolio
2,871
Q1 2024 Added 3.75%
$72.6B
$254 Million 0.01% of portfolio
4,212
Q1 2024 Reduced 46.28%
$23.9B
$303 Million 0.01% of portfolio
15,136
Q1 2024 Added 2.72%
$58.7B
$230 Million 0.01% of portfolio
1,635
Q1 2024 Reduced 46.8%
$53.1B
$174 Million 0.01% of portfolio
704
Q1 2024 Reduced 21.34%
$23B
$245 Million 0.01% of portfolio
846
Q1 2024 Reduced 1.41%
$28.4B
$401 Million 0.01% of portfolio
18,949
Q1 2024 Reduced 3.61%
$11.6B
$355 Million 0.01% of portfolio
12,189
Q1 2024 Reduced 5.34%
$90.4B
$273 Million 0.01% of portfolio
1,500
Q1 2024 Reduced 23.91%
$95.1B
$309 Million 0.01% of portfolio
940
Q1 2024 Reduced 11.16%
$40.8B
$319 Million 0.01% of portfolio
1,958
Q1 2024 Reduced 1.59%
$71.1B
$189 Million 0.01% of portfolio
1,367
Q1 2024 Added 134.21%
$19.1B
$306 Million 0.01% of portfolio
9,866
Q1 2024 Reduced 1.62%
$74.5B
$357 Million 0.01% of portfolio
1,189
Q1 2024 Added 53.02%
$45.4B
$391 Million 0.01% of portfolio
4,383
Q1 2024 Added 7.93%
$42.2B
$442 Million 0.01% of portfolio
5,496
Q1 2024 Reduced 5.98%
$18.5B
$459 Million 0.01% of portfolio
5,351
Q1 2024 Added 1.06%
$96.9B
$276 Million 0.01% of portfolio
6,050
Q1 2024 Reduced 5.53%
$52.7B
$251 Million 0.01% of portfolio
1,600
Q1 2024 Added 4.56%
$30.5B
$321 Million 0.01% of portfolio
4,684
Q1 2024 Added 7.4%
$38.6B
$445 Million 0.01% of portfolio
821
Q1 2024 Reduced 18.65%
$278B
$383 Million 0.01% of portfolio
1,901
Q1 2024 Reduced 39.57%
$81.4B
$371 Million 0.01% of portfolio
851
Q1 2024 Reduced 9.1%
$43.3B
$162 Million 0.01% of portfolio
12,908
Q1 2024 Reduced 1.54%
$140B
$274 Million 0.01% of portfolio
4,807
Q1 2024 Reduced 3.18%
$81.1B
$417 Million 0.01% of portfolio
2,120
Q1 2024 Added 5.82%
$60.8B
$206 Million 0.01% of portfolio
228
Q1 2024 Added 5.96%
$34.7B
$207 Million 0.01% of portfolio
1,921
Q1 2024 Added 7.92%
$32B
$370 Million 0.01% of portfolio
1,370
Q1 2024 Added 16.18%
$34.8B
$161 Million 0.01% of portfolio
2,176
Q1 2024 Reduced 0.46%

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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