Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025

Td Private Client Wealth LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.07 Trillion distributed in 1404 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 $313B, Ishares Tr with a value of $221B, Spdr S&P 500 ETF Trust with a value of $213B, Vanguard Mortg Backed Sec ETF with a value of $192B, and Ishares U.S. Treasury Bond ETF with a value of $147B.

Examining the 13F form we can see an increase of $440B in the current position value, from $3.63T to 4.07T.

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 $4.07 Trillion
Technology: $281 Billion
Financial Services: $194 Billion
Healthcare: $128 Billion
Industrials: $124 Billion
Communication Services: $102 Billion
Consumer Cyclical: $96.3 Billion
Consumer Defensive: $72.8 Billion
Utilities: $55 Billion
Other: $109 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$233B
$444 Million 0.01% of portfolio
2,578
Q2 2025 Added 2.79%
$85.2B
$211 Million 0.01% of portfolio
139
Q2 2025 Added 17.8%
$20.4B
$432 Million 0.01% of portfolio
5,688
Q2 2025 Added 5.14%
$15.8B
$376 Million 0.01% of portfolio
6,722
Q2 2025 Added 11.05%
$153B
$522 Million 0.01% of portfolio
8,532
Q2 2025 Reduced 18.29%
$29.7B
$454 Million 0.01% of portfolio
5,699
Q2 2025 Reduced 9.21%
$6.64B
$227 Million 0.01% of portfolio
1,447
Q2 2025 Reduced 13.66%
$55.9B
$308 Million 0.01% of portfolio
2,293
Q2 2025 Added 18.2%
$0
$273 Million 0.01% of portfolio
5,993
Q2 2025 Added 16.57%
$0
$438 Million 0.01% of portfolio
1,571
Q2 2025 Added 364.79%
$0
$434 Million 0.01% of portfolio
4,132
Q2 2025 Added 9.4%
$0
$250 Million 0.01% of portfolio
2,919
Q2 2025 Added 1.6%
$0
$373 Million 0.01% of portfolio
1,312
Q2 2025 Reduced 15.46%
$0
$508 Million 0.01% of portfolio
6,561
Q2 2025 Added 941.43%
$0
$463 Million 0.01% of portfolio
5,303
Q2 2025 Added 81.05%
$0
$580 Million 0.01% of portfolio
4,868
Q2 2025 Added 1.93%
$0
$235 Million 0.01% of portfolio
947
Q2 2025 Reduced 9.64%
$0
$307 Million 0.01% of portfolio
1,096
Q2 2025 Reduced 0.45%
$26.8B
$465 Million 0.01% of portfolio
7,362
Q2 2025 Added 903.0%
$78.7B
$317 Million 0.01% of portfolio
1,638
Q2 2025 Reduced 86.99%
$6.13B
$244 Million 0.01% of portfolio
6,610
Q2 2025 Added 15.02%
$35.6B
$522 Million 0.01% of portfolio
2,003
Q2 2025 Added 0.7%
$17.2B
$299 Million 0.01% of portfolio
858
Q2 2025 Reduced 13.86%
$74.6B
$450 Million 0.01% of portfolio
2,924
Q2 2025 Added 51.42%
$10.6B
$370 Million 0.01% of portfolio
1,998
Q2 2025 Added 1.22%
$21.3B
$517 Million 0.01% of portfolio
8,075
Q2 2025 Added 1,544.6%
$42.3B
$371 Million 0.01% of portfolio
2,502
Q2 2025 Added 19.6%
$8.51B
$265 Million 0.01% of portfolio
5,105
Q2 2025 Added 39.86%
$4.04B
$811,000 0.0% of portfolio
11
Q2 2025 Reduced 71.05%
$4.47B
$51.8 Million 0.0% of portfolio
1,156
Q1 2025 Added 45.59%
$1.74B
$65,000 0.0% of portfolio
4
Q1 2025 New
$7.25B
$2 Million 0.0% of portfolio
236
Q2 2025 Reduced 11.28%
$9.58B
$689,000 0.0% of portfolio
6
Q2 2025 Reduced 45.45%
$623M
$998,000 0.0% of portfolio
42
Q1 2024 Added 110.0%
$15.7B
$133 Million 0.0% of portfolio
1,176
Q2 2025 Added 0.77%
$27.6B
$75.1 Million 0.0% of portfolio
642
Q2 2025 Reduced 10.34%
$9.22B
$23.7 Million 0.0% of portfolio
2,255
Q2 2025 Reduced 2.21%
$7.98B
$185 Million 0.0% of portfolio
939
Q2 2025 Added 0.11%
$15B
$7.12 Million 0.0% of portfolio
103
Q2 2025 Reduced 63.73%
$5.17B
$127 Million 0.0% of portfolio
13,781
Q2 2025 Reduced 6.14%
$6.38B
$5.38 Million 0.0% of portfolio
92
Q2 2025 Reduced 53.54%
Airship Ai Hldgs Inc Com
-
$925,000 0.0% of portfolio
-
Q2 2025 Reduced 11.3%
$14.4B
$12.8 Million 0.0% of portfolio
160
Q2 2025 Reduced 53.08%
$6.73B
$8.46 Million 0.0% of portfolio
171
Q2 2025 Added 22.14%
$9.75B
$12 Million 0.0% of portfolio
192
Q2 2025 Reduced 44.35%
Albemarle Corp Dep Shs Repstg 1/20 Th Int Cl A Mand Conv Pfd 7.25 Percent Qtly Cpn Mty 03/01/27
-
$1.16 Million 0.0% of portfolio
-
Q2 2025 Added 227.27%
$11B
$344,000 0.0% of portfolio
16
Q2 2025 New
$321B
$1.7 Million 0.0% of portfolio
15
Q2 2025 Added 275.0%
$15.2B
$19.1 Million 0.0% of portfolio
101
Q2 2025 Reduced 29.37%

Summary

  • Portfolio
  • No. of Stocks 1,404
  • Current Value $4.07 Trillion
  • Prior Value $3.63 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 125 stocks
  • Additional Purchases 563 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 566 stocks
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