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
$97.2B
$106 Million 0.0% of portfolio
899
Q1 2024 Reduced 47.84%
$7.48B
$2.85 Million 0.0% of portfolio
22
Q1 2024 Reduced 19.35%
$2.28B
$25,000 0.0% of portfolio
1
Q1 2024 Reduced 96.88%
$4.3B
$10.4 Million 0.0% of portfolio
645
Q2 2024 New
$25.7B
$36.6 Million 0.0% of portfolio
4,122
Q3 2023 Added 62.16%
$18.4B
$42.1 Million 0.0% of portfolio
295
Q1 2024 Reduced 29.89%
$60.3B
$121 Million 0.0% of portfolio
7,083
Q1 2024 Reduced 4.48%
$17.6B
$40.4 Million 0.0% of portfolio
6,998
Q4 2022 Added 87.32%
$8.62B
$8.22 Million 0.0% of portfolio
120
Q4 2021 Sold Out
$12.8B
$13.1 Million 0.0% of portfolio
500
Q1 2024 Added 2.64%
$6.8B
$4.88 Million 0.0% of portfolio
26
Q1 2024 New
$116B
$3.08 Million 0.0% of portfolio
53
Q4 2021 Reduced 42.22%
$9.59B
$7.97 Million 0.0% of portfolio
89
Q1 2024 Reduced 31.82%
$12.8B
$23.3 Million 0.0% of portfolio
241
Q3 2023 Added 21.05%
$52.6B
$32.2 Million 0.0% of portfolio
451
Q1 2024 Sold Out
$38.7B
$77.8 Million 0.0% of portfolio
576
Q1 2024 Added 22.84%
$12B
$1.91 Million 0.0% of portfolio
7
Q1 2024 Added 4,650.0%
$13.9B
$8.92 Million 0.0% of portfolio
136
Q4 2023 Reduced 97.22%
$3.36B
$2.89 Million 0.0% of portfolio
55
Q1 2024 Reduced 36.56%
$11.5B
$282,000 0.0% of portfolio
2
Q1 2024 Reduced 57.14%
$8.82B
$48.1 Million 0.0% of portfolio
1,409
Q1 2024 Reduced 38.91%
$7.84B
$448,000 0.0% of portfolio
37
Q1 2024 Reduced 25.39%
$26.9B
$2.89 Million 0.0% of portfolio
26
Q1 2022 Reduced 81.97%
$11.2B
$18.5 Million 0.0% of portfolio
235
Q3 2023 Added 72.54%
$25.5B
$1.27 Million 0.0% of portfolio
335
Q1 2024 New
$11.2B
$1.07 Million 0.0% of portfolio
86
Q3 2023 Reduced 75.98%
$11.9B
$13.9 Million 0.0% of portfolio
273
Q4 2023 Reduced 11.27%
$38.5B
$4.61 Million 0.0% of portfolio
220
Q1 2024 Added 8.31%
$3.65B
$6.6 Million 0.0% of portfolio
263
Q1 2024 Reduced 0.74%
$11.7B
$1.22 Million 0.0% of portfolio
13
Q1 2024 New
$19.3B
$22.3 Million 0.0% of portfolio
75
Q1 2024 Reduced 1.37%
$8.36B
$4.8 Million 0.0% of portfolio
454
Q1 2024 Reduced 16.0%
$1.28B
$27 Million 0.0% of portfolio
33
Q2 2024 New
$9.91B
$29.1 Million 0.0% of portfolio
183
Q1 2024 Added 4,550.0%
$180B
$110 Million 0.0% of portfolio
2,523
Q1 2024 Reduced 91.32%
Masterbrand Inc Com
-
$50.2 Million 0.0% of portfolio
-
Q1 2024 Added 42.36%
Flutter Entertainment PLC Registered Shs Isin#Ie00 Bwt6 H894
-
$1.28 Million 0.0% of portfolio
-
Q2 2024 New
$10.4B
$55.5 Million 0.0% of portfolio
477
Q1 2024 Reduced 7.06%
$25.1B
$28.5 Million 0.0% of portfolio
78
Q1 2024 Reduced 11.54%
Qiagen Nv Registered Shs Isin#Nl0015001 Wm6
-
$7.11 Million 0.0% of portfolio
-
Q2 2024 New
$8.77B
$139 Million 0.0% of portfolio
2,607
Q1 2024 Added 78.12%
$33.9B
$2.61 Million 0.0% of portfolio
164
Q2 2023 New
$42.8B
$3.08 Million 0.0% of portfolio
238
Q2 2023 Reduced 43.07%
$79.6B
$23.4 Million 0.0% of portfolio
5,062
Q2 2023 Reduced 21.54%
$17.2B
$22.4 Million 0.0% of portfolio
173
Q4 2023 Added 6.12%
$29.8B
$14 Million 0.0% of portfolio
744
Q1 2024 Reduced 82.14%
$1.07B
$4,000 0.0% of portfolio
1
Q1 2022 Reduced 97.56%
$2.99B
$3.84 Million 0.0% of portfolio
170
Q1 2022 Reduced 10.53%
$10.7B
$9.39 Million 0.0% of portfolio
167
Q1 2024 Reduced 94.34%

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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