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
$16.1B
$33.7 Million 0.0% of portfolio
557
Q2 2025 Added 6.91%
$12.4B
$1.29 Million 0.0% of portfolio
33
Q1 2025 New
$57.7B
$326,000 0.0% of portfolio
1
Q1 2025 New
$2.46B
$15.5 Million 0.0% of portfolio
138
Q4 2024 Added 31.43%
$10.5B
$11.9 Million 0.0% of portfolio
130
Q2 2025 Added 10.17%
Amentum Hldgs Inc Com
-
$3.92 Million 0.0% of portfolio
-
Q2 2025 Reduced 8.29%
Amer Sports Incorporation Registered Shs Isin#Kyg0260 P1028
-
$2.17 Million 0.0% of portfolio
-
Q2 2025 Reduced 28.21%
American Healthcare Reit Inc Com
-
$1.21 Million 0.0% of portfolio
-
Q4 2024 New
$25.2B
$32.6 Million 0.0% of portfolio
234
Q2 2025 Added 11.96%
$6.07B
$273,000 0.0% of portfolio
13
Q1 2025 New
$1.44B
$38.9 Million 0.0% of portfolio
1,695
Q2 2025 Reduced 1.85%
$119B
$2.68 Million 0.0% of portfolio
39
Q2 2025 Reduced 40.91%
Annaly Cap Mgmt Inc Com New
-
$6 Million 0.0% of portfolio
-
Q1 2025 New
$32.6B
$25.6 Million 0.0% of portfolio
73
Q2 2025 Reduced 9.88%
$9.66B
$282,000 0.0% of portfolio
7
Q1 2025 New
$7.07B
$34.1 Million 0.0% of portfolio
1,866
Q2 2025 Added 144.88%
Apollo Global Mgmt Inc New Ser A Mndtry Conv Pfd Stk Ser A 6.75 Percent Qtly Cpn Mty 12/31/2049
-
$1.35 Million 0.0% of portfolio
-
Q2 2025 Added 100.0%
$5.64B
$1.38 Million 0.0% of portfolio
6
Q2 2025 New
$2.89B
$144 Million 0.0% of portfolio
12,341
Q2 2025 Reduced 5.22%
$8.95B
$5.94 Million 0.0% of portfolio
38
Q2 2025 Added 100.0%
$29.1B
$2.43 Million 0.0% of portfolio
77
Q2 2025 Added 40.0%
$33.5B
$31 Million 0.0% of portfolio
341
Q2 2025 Added 29.17%
$33.7B
$32.9 Million 0.0% of portfolio
624
Q2 2025 Reduced 5.31%
$0
$2.31 Million 0.0% of portfolio
105
Q3 2024 Reduced 10.26%
Ares Mgmt Corp Mandatory Pfd Conv Ser B 6.75 Percent Qtly Cpn Mty 10/01/27
-
$1.17 Million 0.0% of portfolio
-
Q4 2024 New
$42.2B
$5.51 Million 0.0% of portfolio
10
Q2 2025 Added 233.33%
Arm Hldgs PLC Spons Adr New Isin#Us0420682058
-
$647,000 0.0% of portfolio
-
Q1 2025 New
$8.1B
$510,000 0.0% of portfolio
4
Q2 2025 Reduced 85.71%
$11.3B
$345,000 0.0% of portfolio
2
Q1 2025 New
$2.89B
$3.02 Million 0.0% of portfolio
60
Q2 2025 Reduced 70.87%
$11.2B
$107 Million 0.0% of portfolio
543
Q2 2025 Added 28.98%
Astera Labs Inc Com
-
$105 Million 0.0% of portfolio
-
Q2 2025 Reduced 52.67%
$2.41B
$19 Million 0.0% of portfolio
269
Q2 2025 Reduced 0.37%
Atlas Energy Solutions Inc New Cl A
-
$2.05 Million 0.0% of portfolio
-
Q1 2025 New
$23B
$22.7 Million 0.0% of portfolio
147
Q2 2025 Added 0.68%
$314M
$4.24 Million 0.0% of portfolio
431
Q2 2025 Added 7.21%
$3.69B
$24,000 0.0% of portfolio
1
Q4 2024 Reduced 99.51%
$26.9B
$57.8 Million 0.0% of portfolio
284
Q2 2025 Reduced 1.39%
$8.5B
$98.5 Million 0.0% of portfolio
7,315
Q2 2025 Reduced 11.1%
$13.6B
$136 Million 0.0% of portfolio
775
Q2 2025 Reduced 22.96%
$3.36B
$22 Million 0.0% of portfolio
680
Q4 2024 Added 4.13%
$4.95B
$32 Million 0.0% of portfolio
602
Q2 2025 Reduced 26.41%
$5.25B
$2.17 Million 0.0% of portfolio
9
Q3 2024 Added 800.0%
$47B
$42.7 Million 0.0% of portfolio
1,115
Q2 2025 Reduced 25.62%
$15.8B
$19.9 Million 0.0% of portfolio
355
Q2 2025 Added 0.57%
$4.4B
$49.6 Million 0.0% of portfolio
401
Q4 2024 Added 1.52%
$33.3B
$13.9 Million 0.0% of portfolio
4,512
Q2 2025 Added 123.48%
$167B
$43.2 Million 0.0% of portfolio
5,203
Q2 2025 Added 478.75%
Bank Amer Corp Non Cumulative Perpetual Conv Pfd Ser L
-
$2.43 Million 0.0% of portfolio
-
Q2 2025 Added 100.0%

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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