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
$6.2B
$4.12 Million 0.0% of portfolio
42
Q1 2024 Reduced 4.76%
$4.46B
$11.3 Million 0.0% of portfolio
241
Q1 2024 Added 21.79%
$1.76B
$3.96 Million 0.0% of portfolio
286
Q1 2024 Added 204.23%
$43.1B
$1.31 Million 0.0% of portfolio
66
Q1 2024 Added 125.57%
$21.5B
$26.4 Million 0.0% of portfolio
249
Q1 2024 Added 25.81%
$19.9B
$12.2 Million 0.0% of portfolio
49
Q1 2024 New
$8.42B
$8.53 Million 0.0% of portfolio
145
Q1 2024 Reduced 98.4%
$17.2B
$44.1 Million 0.0% of portfolio
219
Q1 2024 Added 12.39%
$8.65B
$85.4 Million 0.0% of portfolio
2,810
Q1 2024 Reduced 40.2%
$14.5B
$27.3 Million 0.0% of portfolio
537
Q1 2024 Added 36.91%
$37.6B
$58.7 Million 0.0% of portfolio
582
Q1 2024 Added 67.25%
$9.09B
$20.8 Million 0.0% of portfolio
209
Q1 2024 Added 104.63%
Crane CO New Com
-
$101 Million 0.0% of portfolio
-
Q1 2024 Added 61.81%
$8.66B
$1.69 Million 0.0% of portfolio
6
Q2 2023 Sold Out
$29.8B
$101 Million 0.0% of portfolio
313
Q1 2024 Reduced 52.35%
$4.22B
$2.06 Million 0.0% of portfolio
30
Q4 2022 Reduced 18.92%
$43.2B
$39.9 Million 0.0% of portfolio
206
Q1 2024 Added 52.85%
$61.4B
$123 Million 0.0% of portfolio
1,135
Q1 2024 Added 8.2%
$4.55B
$8 Million 0.0% of portfolio
116
Q2 2024 New
$17.1B
$108 Million 0.0% of portfolio
2,461
Q1 2024 Added 57.53%
-
$7.98 Million 0.0% of portfolio
352
Q1 2024 Added 13.76%
$71.4B
$5.11 Million 0.0% of portfolio
179
Q4 2023 Reduced 90.76%
$51.9B
$2.49 Million 0.0% of portfolio
232
Q1 2024 Added 92.11%
$32.7B
$8.83 Million 0.0% of portfolio
102
Q1 2024 Reduced 35.96%
$15.7B
$8.44 Million 0.0% of portfolio
794
Q1 2024 Reduced 53.58%
$6.52B
$3.6 Million 0.0% of portfolio
98
Q1 2024 Reduced 5.9%
$6.71B
$2.02 Million 0.0% of portfolio
266
Q1 2020 Sold Out
$20.2B
$9.8 Million 0.0% of portfolio
84
Q4 2023 Reduced 56.1%
$27B
$102 Million 0.0% of portfolio
457
Q1 2024 Added 62.03%
$27.5B
$30.7 Million 0.0% of portfolio
532
Q1 2024 Added 6.92%
$9.55B
$66.2 Million 0.0% of portfolio
378
Q1 2024 Reduced 20.43%
$9.17B
$29.4 Million 0.0% of portfolio
140
Q4 2023 Added 97.26%
$2.51B
$7.96 Million 0.0% of portfolio
176
Q3 2023 Reduced 18.18%
$5.34B
$836,000 0.0% of portfolio
193
Q3 2020 Reduced 40.25%
$29.5B
$58.7 Million 0.0% of portfolio
42
Q1 2024 Added 12.28%
$19.7B
$14.5 Million 0.0% of portfolio
195
Q1 2024 Reduced 79.69%
$5.18B
$1.34 Million 0.0% of portfolio
17
Q1 2020 Sold Out
Natwest Group PLC Sponsored Adr Repstg 2 Ord Shs New Isin#Us6390572070
-
$65.1 Million 0.0% of portfolio
-
Q1 2024 Added 101.0%
$9.57B
$10.6 Million 0.0% of portfolio
186
Q3 2022 Sold Out
$0
$39,000 0.0% of portfolio
1
Q2 2024 New
$0
$3.19 Million 0.0% of portfolio
78
Q2 2024 New
$3.15B
$7.63 Million 0.0% of portfolio
25
Q1 2024 Reduced 12.77%
$14.3B
$15.1 Million 0.0% of portfolio
479
Q1 2024 Added 52.55%
$16.6B
$3.63 Million 0.0% of portfolio
119
Q1 2024 Reduced 97.44%
$18B
$11.5 Million 0.0% of portfolio
300
Q1 2024 Reduced 15.38%
Birkenstock Hldg PLC Ord Shs Isin#Je00 Bs44 Bn30
-
$2.29 Million 0.0% of portfolio
-
Q1 2024 Reduced 14.29%
$12.2B
$42.9 Million 0.0% of portfolio
438
Q1 2024 Reduced 71.54%
$57.1B
$4.54 Million 0.0% of portfolio
1,074
Q4 2023 Reduced 21.69%
$13.2B
$3.09 Million 0.0% of portfolio
18
Q1 2024 Reduced 38.89%

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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