Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024

Td Private Client Wealth LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.48 Trillion distributed in 1281 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 $216B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $154B, Ishares Tr with a value of $147B, and Ishares U.S. Treasury Bond ETF with a value of $128B.

Examining the 13F form we can see an increase of $302B in the current position value, from $3.18T to 3.48T. Also it can be appreciated an additional of 91 stocks purchases and 1 closed positions.

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 $3.48 Trillion
Technology: $258 Billion
Financial Services: $165 Billion
Healthcare: $152 Billion
Industrials: $121 Billion
Communication Services: $88.1 Billion
Consumer Cyclical: $87 Billion
Consumer Defensive: $70.7 Billion
Energy: $53.5 Billion
Other: $113 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.48 Billion 0.24% of portfolio
280,406
Q3 2024 Added 1.14%
$86.2B
$8.41 Billion 0.24% of portfolio
34,615
Q3 2024 Added 4.65%
$0
$8.33 Billion 0.24% of portfolio
110,799
Q3 2024 Added 5.88%
$0
$7.69 Billion 0.22% of portfolio
150,403
Q3 2024 Added 28.18%
$0
$6.63 Billion 0.19% of portfolio
141,532
Q3 2024 Added 1.67%
$0
$6.34 Billion 0.18% of portfolio
46,916
Q3 2024 Added 17.18%
$0
$5.93 Billion 0.17% of portfolio
20,952
Q3 2024 Reduced 3.13%
$0
$5.74 Billion 0.16% of portfolio
155,380
Q3 2024 Added 27.25%
$0
$5.13 Billion 0.15% of portfolio
38,892
Q3 2024 Added 0.34%
$0
$5 Billion 0.14% of portfolio
42,664
Q3 2024 Reduced 4.51%
$0
$4.58 Billion 0.13% of portfolio
57,021
Q3 2024 Reduced 6.95%
$0
$4.6 Billion 0.13% of portfolio
42,314
Q3 2024 Added 30.63%
$0
$3.84 Billion 0.11% of portfolio
43,521
Q3 2024 Reduced 3.37%
$0
$3.67 Billion 0.11% of portfolio
26,337
Q3 2024 Reduced 1.58%
$0
$3.77 Billion 0.11% of portfolio
16,685
Q3 2024 Added 13.53%
$0
$3.59 Billion 0.1% of portfolio
39,043
Q3 2024 Added 20.1%
$0
$3.58 Billion 0.1% of portfolio
52,755
Q3 2024 Added 17.9%
$0
$3.59 Billion 0.1% of portfolio
74,999
Q3 2024 Added 9.62%
$0
$3.57 Billion 0.1% of portfolio
56,694
Q3 2024 Reduced 4.01%
$0
$3.23 Billion 0.09% of portfolio
35,208
Q3 2024 Added 8.87%
$0
$3.05 Billion 0.09% of portfolio
57,790
Q3 2024 Added 7.98%
$0
$2.99 Billion 0.09% of portfolio
35,885
Q3 2024 Added 2.81%
$0
$3.2 Billion 0.09% of portfolio
72,638
Q3 2024 Added 20.43%
$0
$2.85 Billion 0.08% of portfolio
94,117
Q3 2024 Added 13.7%
$0
$2.92 Billion 0.08% of portfolio
29,973
Q3 2024 Reduced 5.51%
$0
$2.61 Billion 0.08% of portfolio
43,271
Q3 2024 Reduced 0.42%
$0
$2.5 Billion 0.07% of portfolio
20,228
Q3 2024 Reduced 7.36%
$0
$2.51 Billion 0.07% of portfolio
9,386
Q3 2024 Added 0.17%
$0
$1.91 Billion 0.06% of portfolio
17,331
Q3 2024 Reduced 14.64%
$0
$2.15 Billion 0.06% of portfolio
3,771
Q3 2024 Reduced 1.39%
$0
$2.18 Billion 0.06% of portfolio
6,770
Q3 2024 Added 6.05%
$0
$1.74 Billion 0.05% of portfolio
13,885
Q3 2024 Added 59.03%
$0
$1.89 Billion 0.05% of portfolio
17,579
Q3 2024 Added 61.28%
$0
$1.79 Billion 0.05% of portfolio
31,095
Q3 2024 Added 5.22%
$0
$1.72 Billion 0.05% of portfolio
6,040
Q3 2024 Reduced 9.8%
$0
$1.71 Billion 0.05% of portfolio
12,930
Q3 2024 Reduced 4.22%
$0
$1.9 Billion 0.05% of portfolio
73,776
Q3 2024 Added 21.54%
$0
$1.91 Billion 0.05% of portfolio
10,004
Q3 2024 Reduced 10.13%
$0
$1.86 Billion 0.05% of portfolio
9,281
Q3 2024 Added 13.46%
$0
$1.55 Billion 0.04% of portfolio
64,037
Q3 2024 Reduced 6.52%
$43.3B
$1.43 Billion 0.04% of portfolio
28,810
Q3 2024 Added 5.13%
$0
$1.26 Billion 0.04% of portfolio
8,000
Q3 2024 Added 125.29%
$0
$1.34 Billion 0.04% of portfolio
53,311
Q3 2024 Added 2.47%
$0
$1.3 Billion 0.04% of portfolio
26,669
Q3 2024 Added 0.61%
$0
$1.25 Billion 0.04% of portfolio
27,349
Q3 2024 Reduced 1.96%
$0
$1.44 Billion 0.04% of portfolio
35,001
Q3 2024 Added 143.42%
$0
$1.5 Billion 0.04% of portfolio
44,400
Q3 2024 Reduced 1.62%
$0
$1.31 Billion 0.04% of portfolio
4,970
Q3 2024 Added 46.52%
$0
$1.35 Billion 0.04% of portfolio
27,278
Q3 2024 Reduced 19.03%

Summary

  • Portfolio
  • No. of Stocks 1,281
  • Current Value $3.48 Trillion
  • Prior Value $3.18 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 91 stocks
  • Additional Purchases 565 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 443 stocks
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