Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024

Td Private Client Wealth LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.58 Trillion distributed in 1313 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 $249B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $164B, Ishares Tr with a value of $156B, and Ishares U.S. Treasury Bond ETF with a value of $131B.

Examining the 13F form we can see an increase of $98B in the current position value, from $3.48T to 3.58T.

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 $3.58 Trillion
Technology: $254 Billion
Financial Services: $174 Billion
Healthcare: $121 Billion
Industrials: $117 Billion
Consumer Cyclical: $94 Billion
Communication Services: $87.2 Billion
Consumer Defensive: $61.3 Billion
Energy: $47.3 Billion
Other: $93.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Birkenstock Hldg PLC Ord Shs Isin#Je00 Bs44 Bn30
-
$1.59 Million 0.0% of portfolio
-
Q4 2024 Reduced 33.33%
$4.24B
$86.8 Million 0.0% of portfolio
1,174
Q3 2024 Added 41.96%
$0
$246,000 0.0% of portfolio
600
Q2 2024 New
Boeing CO Dep Shs Repstg 1/20 Th Int Pfd Mandatory Conv Ser A Percent Exp 12/31/88
-
$1.22 Million 0.0% of portfolio
-
Q4 2024 New
$15.6B
$37.8 Million 0.0% of portfolio
294
Q4 2024 Added 2.44%
$7.08B
$75.6 Million 0.0% of portfolio
2,377
Q4 2024 Added 126.17%
$2.37B
$6.3 Million 0.0% of portfolio
21
Q4 2024 Reduced 16.0%
$8.39B
$26.4 Million 0.0% of portfolio
364
Q4 2024 Added 4.0%
$3.79B
$21.9 Million 0.0% of portfolio
5,383
Q4 2024 Reduced 14.39%
Brookfield Corp Vtg Shs Cl A Isin#Ca11271 J1075
-
$287,000 0.0% of portfolio
-
Q3 2024 New
$31.2B
$31.7 Million 0.0% of portfolio
311
Q4 2024 Reduced 5.76%
-
$42.5 Million 0.0% of portfolio
-
Q4 2024 Reduced 27.15%
$7.41B
$148 Million 0.0% of portfolio
2,531
Q4 2024 Reduced 27.14%
$4.88B
$7.5 Million 0.0% of portfolio
116
Q4 2024 Reduced 40.21%
Bunge Global Sa Act Nom Isin#Ch1300646267
-
$933,000 0.0% of portfolio
-
Q4 2024 Reduced 53.85%
$16.1B
$3.42 Million 0.0% of portfolio
12
Q3 2024 Added 140.0%
$11.1B
$50.3 Million 0.0% of portfolio
677
Q4 2024 Reduced 3.97%
$12.3B
$28.1 Million 0.0% of portfolio
272
Q4 2024 Reduced 17.33%
$1.73B
$12 Million 0.0% of portfolio
33
Q4 2024 Reduced 10.81%
$4.88B
$1.83 Million 0.0% of portfolio
20
Q4 2024 Added 185.71%
$10.1B
$102 Million 0.0% of portfolio
252
Q3 2024 Added 49.11%
$6.29B
$167 Million 0.0% of portfolio
4,836
Q4 2024 Reduced 2.38%
$8.53B
$15.1 Million 0.0% of portfolio
451
Q4 2024 Reduced 9.8%
$2.61B
$6.8 Million 0.0% of portfolio
195
Q4 2024 Added 400.0%
$12.7B
$142 Million 0.0% of portfolio
1,226
Q4 2024 Added 3.03%
$11.6B
$12 Million 0.0% of portfolio
287
Q4 2024 Reduced 19.15%
$68.9B
$77.9 Million 0.0% of portfolio
767
Q4 2024 Reduced 13.24%
$1.59B
$13 Million 0.0% of portfolio
655
Q4 2024 Reduced 9.41%
$3.1B
$4.02 Million 0.0% of portfolio
191
Q1 2023 Reduced 8.17%
$18.5B
$25.5 Million 0.0% of portfolio
69
Q4 2024 Added 475.0%
$18.7B
$22.5 Million 0.0% of portfolio
446
Q4 2024 Added 82.04%
$14B
$21.3 Million 0.0% of portfolio
261
Q4 2024 Reduced 57.07%
$29.2B
$67.6 Million 0.0% of portfolio
2,712
Q4 2024 Reduced 3.11%
$30.8B
$608,000 0.0% of portfolio
27
Q4 2020 Sold Out
$2.02B
$47.8 Million 0.0% of portfolio
882
Q4 2024 Added 5.88%
$5.64B
$32.4 Million 0.0% of portfolio
306
Q4 2024 Reduced 7.27%
$16.1B
$22.6 Million 0.0% of portfolio
57
Q4 2024 Reduced 20.83%
$6.67B
$31.3 Million 0.0% of portfolio
2,666
Q4 2024 New
$25.6B
$41.4 Million 0.0% of portfolio
238
Q4 2024 Reduced 14.39%
$7.37B
$23.7 Million 0.0% of portfolio
342
Q4 2024 Reduced 30.49%
$1.69B
$98.6 Million 0.0% of portfolio
3,743
Q4 2024 Added 13.98%
$32.2B
$45.6 Million 0.0% of portfolio
753
Q4 2024 Reduced 91.84%
$2.27B
$2.28 Million 0.0% of portfolio
214
Q4 2024 Reduced 25.17%
$16.4B
$43.3 Million 0.0% of portfolio
507
Q3 2024 Reduced 0.39%
$5.87B
$1.9 Million 0.0% of portfolio
70
Q4 2024 Added 6.06%
Chart Inds Inc Dep Shs Repstg 1/20 Th Prf Conv Ser B 6.750 Percent Qtly Cpn Mty 12/15/2025
-
$705,000 0.0% of portfolio
-
Q4 2024 New
$57.9B
$40.8 Million 0.0% of portfolio
119
Q4 2024 Reduced 9.85%
$2.79B
$142,000 0.0% of portfolio
3
Q3 2024 New
$2.54B
$2.87 Million 0.0% of portfolio
170
Q1 2022 Reduced 10.53%

Summary

  • Portfolio
  • No. of Stocks 1,313
  • Current Value $3.58 Trillion
  • Prior Value $3.48 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 90 stocks
  • Additional Purchases 517 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 550 stocks
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