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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.36 Billion 0.23% of portfolio
104,650
Q1 2024 Added 17.43%
$0
$7.04 Billion 0.22% of portfolio
32,288
Q1 2024 Added 16.48%
$85.6B
$7.11 Billion 0.22% of portfolio
33,076
Q1 2024 Added 0.28%
$0
$6.37 Billion 0.2% of portfolio
139,212
Q1 2024 Added 3.51%
$0
$5.88 Billion 0.19% of portfolio
117,338
Q1 2024 Added 47.93%
$0
$5.79 Billion 0.18% of portfolio
21,628
Q1 2024 Reduced 4.28%
$0
$4.94 Billion 0.16% of portfolio
38,759
Q1 2024 Added 16.16%
$0
$4.93 Billion 0.16% of portfolio
44,680
Q1 2024 Reduced 8.52%
$0
$4.73 Billion 0.15% of portfolio
61,282
Q1 2024 Added 2.58%
$0
$4.84 Billion 0.15% of portfolio
40,038
Q1 2024 Added 4.52%
$0
$4.33 Billion 0.14% of portfolio
122,102
Q1 2024 Added 21.47%
$0
$3.44 Billion 0.11% of portfolio
26,761
Q1 2024 Reduced 1.39%
$0
$3.46 Billion 0.11% of portfolio
59,063
Q1 2024 Reduced 11.48%
$0
$3.65 Billion 0.11% of portfolio
45,041
Q1 2024 Reduced 8.87%
$0
$3.45 Billion 0.11% of portfolio
32,392
Q1 2024 Added 19.64%
$0
$3.32 Billion 0.1% of portfolio
14,696
Q1 2024 Added 14.94%
$0
$2.97 Billion 0.09% of portfolio
32,339
Q1 2024 Reduced 15.61%
$0
$2.99 Billion 0.09% of portfolio
68,415
Q1 2024 Reduced 18.3%
$0
$2.86 Billion 0.09% of portfolio
32,510
Q1 2024 Added 10.19%
$0
$2.87 Billion 0.09% of portfolio
44,744
Q1 2024 Added 22.98%
$0
$2.66 Billion 0.08% of portfolio
31,720
Q1 2024 Added 2.64%
$0
$2.61 Billion 0.08% of portfolio
60,318
Q1 2024 Added 11.14%
$0
$2.65 Billion 0.08% of portfolio
53,521
Q1 2024 Added 2.02%
$0
$2.67 Billion 0.08% of portfolio
34,904
Q1 2024 Added 133.47%
$0
$2.48 Billion 0.08% of portfolio
21,835
Q1 2024 Reduced 0.64%
$0
$2.46 Billion 0.08% of portfolio
82,778
Q1 2024 Added 17.07%
$0
$2.53 Billion 0.08% of portfolio
43,452
Q1 2024 Added 18.52%
$0
$2.66 Billion 0.08% of portfolio
54,559
Q1 2024 Added 2.12%
$0
$2.34 Billion 0.07% of portfolio
9,370
Q1 2024 Added 5.89%
$0
$2.17 Billion 0.07% of portfolio
20,303
Q1 2024 Reduced 21.69%
$0
$2.05 Billion 0.06% of portfolio
3,824
Q1 2024 Added 17.64%
$0
$1.77 Billion 0.06% of portfolio
19,278
Q1 2024 Added 92.0%
$0
$1.76 Billion 0.06% of portfolio
6,696
Q1 2024 Reduced 37.93%
$0
$2.01 Billion 0.06% of portfolio
6,384
Q1 2024 Added 48.85%
$0
$1.96 Billion 0.06% of portfolio
11,132
Q1 2024 Added 16.05%
$0
$2.05 Billion 0.06% of portfolio
42,570
Q1 2024 Added 3.45%
$0
$1.6 Billion 0.05% of portfolio
6,506
Q1 2024 Added 15.85%
$0
$1.62 Billion 0.05% of portfolio
68,502
Q1 2024 Added 9.5%
$0
$1.49 Billion 0.05% of portfolio
8,180
Q1 2024 Added 9.38%
$0
$1.63 Billion 0.05% of portfolio
13,499
Q1 2024 Added 2.25%
$0
$1.57 Billion 0.05% of portfolio
29,552
Q1 2024 Added 7.87%
$0
$1.64 Billion 0.05% of portfolio
33,689
Q1 2024 Added 17.99%
$0
$1.47 Billion 0.05% of portfolio
45,130
Q1 2024 Added 8.3%
$0
$1.52 Billion 0.05% of portfolio
60,702
Q1 2024 Reduced 0.17%
$43B
$1.2 Billion 0.04% of portfolio
27,403
Q1 2024 Added 4.24%
$0
$1.32 Billion 0.04% of portfolio
14,534
Q1 2024 Reduced 5.15%
$0
$1.19 Billion 0.04% of portfolio
27,895
Q1 2024 Added 61.33%
$0
$1.29 Billion 0.04% of portfolio
13,301
Q1 2024 Reduced 4.9%
$0
$1.12 Billion 0.04% of portfolio
10,900
Q1 2024 Reduced 37.67%

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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