Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $4.44 Trillion
  • Q3 2025

Td Private Client Wealth LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.44 Trillion distributed in 1535 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 $357B, Ishares Tr with a value of $249B, Spdr S&P 500 ETF Trust with a value of $215B, Vanguard Mortg Backed Sec ETF with a value of $210B, and Ishares U.S. Treasury Bond ETF with a value of $155B.

Examining the 13F form we can see an increase of $369B in the current position value, from $4.07T to 4.44T.

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 $4.44 Trillion
Technology: $300 Billion
Financial Services: $195 Billion
Healthcare: $135 Billion
Industrials: $122 Billion
Communication Services: $108 Billion
Consumer Cyclical: $98.4 Billion
Consumer Defensive: $73.8 Billion
Utilities: $61.5 Billion
Other: $118 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$344B
$1.43 Billion 0.03% of portfolio
7,831
Q3 2025 Added 3.08%
$384B
$1.1 Billion 0.02% of portfolio
6,815
Q3 2025 Added 1.93%
$202B
$273 Million 0.01% of portfolio
1,856
Q3 2025 Added 0.43%
$297B
$536 Million 0.01% of portfolio
2,005
Q3 2025 Reduced 20.15%
$278B
$528 Million 0.01% of portfolio
2,762
Q3 2025 Added 7.14%
$444B
$16.1 Million 0.0% of portfolio
90
Q3 2025 Added 500.0%
$288B
$102 Million 0.0% of portfolio
1,441
Q3 2025 Added 210.56%

Summary

  • Portfolio
  • No. of Stocks 1,535
  • Current Value $4.44 Trillion
  • Prior Value $4.07 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 174 stocks
  • Additional Purchases 591 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 547 stocks
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