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
$2.73B
$338,000 0.0% of portfolio
5
Q1 2025 Reduced 58.33%
$6.15B
$37 Million 0.0% of portfolio
786
Q2 2025 Added 2.08%
$81.2B
$55.8 Million 0.0% of portfolio
3,001
Q2 2025 New
Barrick Mining Corp Registered Shs Isin#Ca06849 F1080
-
$1.1 Million 0.0% of portfolio
-
Q2 2025 New
$6.44B
$134 Million 0.0% of portfolio
4,460
Q2 2025 Added 34.95%
$22B
$131 Million 0.0% of portfolio
5,936
Q2 2025 Reduced 9.18%
$5.57B
$203 Million 0.0% of portfolio
1,751
Q1 2025 Added 22.7%
$5.11B
$117 Million 0.0% of portfolio
2,022
Q2 2025 Added 1,187.9%
$1.19B
$30.3 Million 0.0% of portfolio
1,212
Q1 2025 Added 42.59%
$17.3B
$176 Million 0.0% of portfolio
2,627
Q2 2025 Reduced 8.05%
Beta Bionics Inc Com
-
$961,000 0.0% of portfolio
-
Q2 2025 New
$164M
$1.23 Million 0.0% of portfolio
351
Q2 2025 New
$135B
$105 Million 0.0% of portfolio
2,192
Q2 2025 Reduced 4.86%
$5.38B
$139,000 0.0% of portfolio
3
Q2 2025 New
$20.5B
$42.4 Million 0.0% of portfolio
338
Q2 2025 Added 2,716.67%
$10.3B
$27.7 Million 0.0% of portfolio
504
Q2 2025 Reduced 26.1%
Birkenstock Hldg PLC Ord Shs Isin#Je00 Bs44 Bn30
-
$1.38 Million 0.0% of portfolio
-
Q4 2024 Reduced 33.33%
$3.64B
$55.9 Million 0.0% of portfolio
871
Q1 2025 Reduced 25.81%
$1.87B
$1.3 Million 0.0% of portfolio
30
Q2 2025 New
$8.23B
$188 Million 0.0% of portfolio
9,795
Q2 2025 Reduced 56.39%
Boeing CO Dep Shs Repstg 1/20 Th Int Pfd Mandatory Conv Ser A Percent Exp 12/31/88
-
$3.6 Million 0.0% of portfolio
-
Q2 2025 Added 26.19%
$13.6B
$3.12 Million 0.0% of portfolio
30
Q2 2025 Reduced 67.03%
$10.2B
$139 Million 0.0% of portfolio
4,164
Q2 2025 Added 40.58%
$2.28B
$5.92 Million 0.0% of portfolio
31
Q2 2025 Added 40.91%
$9.12B
$29.1 Million 0.0% of portfolio
372
Q1 2025 Added 2.2%
Brookfield Asset Management LTD Cl A LTD Vtg Shs Isin#Ca1130041058
-
$3.76 Million 0.0% of portfolio
-
Q2 2025 New
Brookfield Corp Vtg Shs Cl A Isin#Ca11271 J1075
-
$22.4 Million 0.0% of portfolio
-
Q2 2025 Added 7,140.0%
$0
$12,000 0.0% of portfolio
1
Q1 2025 New
$26.4B
$48.3 Million 0.0% of portfolio
436
Q2 2025 Added 39.3%
-
$28.8 Million 0.0% of portfolio
-
Q2 2025 Added 334.55%
$4.62B
$14.5 Million 0.0% of portfolio
353
Q2 2025 Reduced 78.87%
$4.86B
$17.8 Million 0.0% of portfolio
323
Q2 2025 Added 154.33%
$21.9B
$41.3 Million 0.0% of portfolio
354
Q2 2025 Reduced 93.65%
Bunge Global Sa Act Nom Isin#Ch1300646267
-
$17.4 Million 0.0% of portfolio
-
Q2 2025 Added 1,450.0%
$18.5B
$2.79 Million 0.0% of portfolio
12
Q2 2025 Reduced 55.56%
$14.8B
$5.47 Million 0.0% of portfolio
38
Q2 2025 Reduced 51.28%
$11.3B
$48.4 Million 0.0% of portfolio
717
Q2 2025 Added 4.67%
$1.65B
$811,000 0.0% of portfolio
33
Q2 2025 Reduced 61.18%
$4.53B
$2.4 Million 0.0% of portfolio
32
Q1 2025 Added 60.0%
$10.1B
$133 Million 0.0% of portfolio
279
Q2 2025 Reduced 8.52%
$6.8B
$199 Million 0.0% of portfolio
6,209
Q2 2025 Reduced 1.57%
$5.44B
$6.7 Million 0.0% of portfolio
236
Q2 2025 Added 49.37%
$11.9B
$164 Million 0.0% of portfolio
1,452
Q2 2025 Reduced 1.76%
$33.5B
$109 Million 0.0% of portfolio
1,462
Q2 2025 Reduced 43.79%
$10.1B
$9.01 Million 0.0% of portfolio
294
Q2 2025 Added 20.0%
$62.6B
$65.4 Million 0.0% of portfolio
629
Q2 2025 Reduced 10.65%
Canadian Pacific Kansas City LTD Isin# Ca13646 K1084
-
$185 Million 0.0% of portfolio
-
Q2 2025 Reduced 11.47%
$2.95B
$1.38 Million 0.0% of portfolio
78
Q2 2025 Reduced 17.89%
$19.8B
$6.72 Million 0.0% of portfolio
18
Q1 2025 Reduced 73.91%

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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