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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$196 Billion 6.18% of portfolio
360,509
Q1 2024 Reduced 1.03%
$0
$181 Billion 5.7% of portfolio
2,828,695
Q1 2024 Added 11.4%
$0
$131 Billion 4.12% of portfolio
2,883,266
Q1 2024 Added 14.98%
$0
$118 Billion 3.71% of portfolio
1,622,902
Q1 2024 Added 12.35%
$0
$110 Billion 3.46% of portfolio
4,863,834
Q1 2024 Added 15.45%
$0
$90.6 Billion 2.85% of portfolio
1,109,202
Q1 2024 Added 4.75%
$0
$76.4 Billion 2.4% of portfolio
418,383
Q1 2024 Added 6.95%
$0
$59.8 Billion 1.88% of portfolio
109,231
Q1 2024 Added 4.8%
$0
$59.5 Billion 1.87% of portfolio
1,025,736
Q1 2024 Added 14.27%
$3.15T
$53.7 Billion 1.69% of portfolio
119,782
Q1 2024 Reduced 5.59%
$0
$53.3 Billion 1.68% of portfolio
690,127
Q1 2024 Added 1.83%
$0
$48.4 Billion 1.52% of portfolio
132,825
Q1 2024 Reduced 9.53%
$0
$48 Billion 1.51% of portfolio
284,418
Q1 2024 Added 13.57%
$0
$41.5 Billion 1.31% of portfolio
720,456
Q1 2024 Added 10.18%
$0
$41.7 Billion 1.31% of portfolio
361,324
Q1 2024 Added 9.64%
$0
$40.6 Billion 1.28% of portfolio
121,612
Q1 2024 Added 14.44%
$0
$38.4 Billion 1.21% of portfolio
76,770
Q1 2024 Added 7.14%
$0
$36.7 Billion 1.16% of portfolio
716,337
Q1 2024 Added 25.83%
$0
$34.5 Billion 1.09% of portfolio
645,325
Q1 2024 Added 13.51%
$368B
$33 Billion 1.04% of portfolio
267,143
Q1 2024 Reduced 4.52%
$0
$32 Billion 1.01% of portfolio
311,180
Q1 2024 Added 15.15%
$0
$31.6 Billion 1.0% of portfolio
403,783
Q1 2024 Added 4.16%
$0
$30.1 Billion 0.95% of portfolio
80,471
Q1 2024 Reduced 4.12%
$0
$30 Billion 0.95% of portfolio
187,125
Q1 2024 Added 5.44%
$0
$29.1 Billion 0.92% of portfolio
314,656
Q1 2024 Reduced 6.31%
$2.12T
$26.4 Billion 0.83% of portfolio
136,506
Q1 2024 Added 5.01%
$0
$23.7 Billion 0.75% of portfolio
404,759
Q1 2024 Added 395.58%
$1.07T
$21.6 Billion 0.68% of portfolio
118,414
Q1 2024 Reduced 5.85%
$3.65T
$21.1 Billion 0.67% of portfolio
100,346
Q1 2024 Reduced 7.2%
$0
$20.8 Billion 0.65% of portfolio
119,214
Q1 2024 Reduced 19.24%
$1.33T
$20.3 Billion 0.64% of portfolio
40,197
Q1 2024 Added 4.41%
$0
$20.3 Billion 0.64% of portfolio
261,243
Q1 2024 Reduced 0.22%
$0
$19 Billion 0.6% of portfolio
247,230
Q1 2024 Reduced 4.78%
$695B
$18.8 Billion 0.59% of portfolio
92,708
Q1 2024 Added 0.19%
$0
$18.7 Billion 0.59% of portfolio
174,682
Q1 2024 Added 10.04%
$0
$18.6 Billion 0.59% of portfolio
102,174
Q1 2024 Reduced 5.46%
$0
$18 Billion 0.57% of portfolio
204,445
Q1 2024 Added 24.9%
$0
$16.7 Billion 0.53% of portfolio
131,207
Q1 2024 Reduced 6.49%
$0
$16.5 Billion 0.52% of portfolio
321,101
Q1 2024 Added 15.68%
$0
$16.1 Billion 0.51% of portfolio
201,851
Q1 2024 Added 56.0%
$0
$16.4 Billion 0.51% of portfolio
153,320
Q1 2024 Added 4.43%
$0
$15.7 Billion 0.49% of portfolio
167,495
Q1 2024 Added 9.47%
$307B
$12.6 Billion 0.4% of portfolio
80,274
Q1 2024 Added 14.39%
$0
$12.5 Billion 0.39% of portfolio
61,613
Q1 2024 Reduced 10.86%
$353B
$12.1 Billion 0.38% of portfolio
70,723
Q1 2024 Reduced 11.28%
$0
$12.1 Billion 0.38% of portfolio
49,943
Q1 2024 Added 2.95%
$196B
$11.5 Billion 0.36% of portfolio
113,511
Q1 2024 Reduced 7.56%
$503B
$11.2 Billion 0.35% of portfolio
42,817
Q1 2024 Reduced 1.27%
$0
$11 Billion 0.35% of portfolio
19,108
Q1 2024 Reduced 2.15%

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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