Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024

Td Private Client Wealth LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.48 Trillion distributed in 1281 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 $216B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $154B, Ishares Tr with a value of $147B, and Ishares U.S. Treasury Bond ETF with a value of $128B.

Examining the 13F form we can see an increase of $302B in the current position value, from $3.18T to 3.48T. Also it can be appreciated an additional of 91 stocks purchases and 1 closed positions.

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 $3.48 Trillion
Technology: $258 Billion
Financial Services: $165 Billion
Healthcare: $152 Billion
Industrials: $121 Billion
Communication Services: $88.1 Billion
Consumer Cyclical: $87 Billion
Consumer Defensive: $70.7 Billion
Energy: $53.5 Billion
Other: $113 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.1B
$14.7 Million 0.0% of portfolio
99
Q3 2024 Reduced 13.91%
$19.8B
$45.5 Million 0.0% of portfolio
346
Q3 2024 Reduced 3.89%
$6.02B
$89.3 Million 0.0% of portfolio
6,332
Q3 2024 Added 27.95%
$14.8B
$43.4 Million 0.0% of portfolio
197
Q3 2024 Reduced 9.22%
$8.4B
$12.5 Million 0.0% of portfolio
53
Q3 2024 Reduced 13.11%
$18.6B
$14.7 Million 0.0% of portfolio
32
Q3 2024 Reduced 23.81%
$685M
$1.31 Million 0.0% of portfolio
125
Q1 2024 Reduced 52.47%
$47.6B
$75.2 Million 0.0% of portfolio
1,053
Q3 2024 Reduced 5.05%
$9.29B
$10.1 Million 0.0% of portfolio
88
Q3 2024 Added 29.41%
$3.77B
$102 Million 0.0% of portfolio
2,772
Q3 2024 Reduced 10.67%
Ferguson Enterprises Inc Com
-
$38.1 Million 0.0% of portfolio
-
Q3 2024 New
$32.9B
$91.8 Million 0.0% of portfolio
2,142
Q3 2024 Added 2.78%
$1.79B
$51.5 Million 0.0% of portfolio
3,000
Q1 2024 Added 67.41%
$2.83B
$62.2 Million 0.0% of portfolio
2,466
Q1 2024 Added 67.87%
$6.1B
$48 Million 0.0% of portfolio
1,298
Q3 2024 Reduced 30.63%
$599M
$11.3 Million 0.0% of portfolio
258
Q2 2024 New
$7.1B
$31.6 Million 0.0% of portfolio
564
Q1 2024 Reduced 55.06%
$19.8B
$31.9 Million 0.0% of portfolio
128
Q3 2024 Added 3.23%
$0
$52.4 Million 0.0% of portfolio
577
Q1 2024 Reduced 8.67%
$8.51B
$1.28 Million 0.0% of portfolio
7
Q3 2024 New
$11.9B
$8.69 Million 0.0% of portfolio
70
Q1 2024 Reduced 36.94%
$4.75B
$52.9 Million 0.0% of portfolio
2,293
Q1 2022 Sold Out
$7.4B
$23.2 Million 0.0% of portfolio
352
Q3 2024 Reduced 12.22%
$44.2B
$130 Million 0.0% of portfolio
12,316
Q3 2024 Reduced 4.59%
Fortrea Hldgs Inc Com
-
$126 Million 0.0% of portfolio
-
Q3 2024 Reduced 0.02%
$2.38B
$29,000 0.0% of portfolio
1
Q1 2024 Reduced 96.88%
$10.7B
$13.9 Million 0.0% of portfolio
359
Q3 2024 Reduced 4.01%
$10.9B
$10.4 Million 0.0% of portfolio
516
Q3 2024 Reduced 55.52%
$0
$59.6 Million 0.0% of portfolio
1,960
Q3 2024 Reduced 2.15%
$13B
$1.62 Million 0.0% of portfolio
76
Q3 2024 Reduced 17.39%
$7.5B
$3.01 Million 0.0% of portfolio
22
Q1 2024 Reduced 19.35%
$4.76B
$67.9 Million 0.0% of portfolio
1,414
Q3 2024 New
$6.95B
$61 Million 0.0% of portfolio
268
Q1 2024 Added 39.58%
$4.06B
$73.4 Million 0.0% of portfolio
925
Q1 2024 Reduced 2.3%
$3.62B
$118 Million 0.0% of portfolio
6,519
Q3 2024 Added 11.57%
$12.4B
$1.44 Million 0.0% of portfolio
15
Q3 2024 Reduced 88.97%
$0
$77.8 Million 0.0% of portfolio
3,184
Q3 2024 New
$13.1B
$17.1 Million 0.0% of portfolio
332
Q3 2024 Reduced 3.49%
$7.33B
$5.84 Million 0.0% of portfolio
265
Q4 2022 Sold Out
$539M
$458,000 0.0% of portfolio
56
Q2 2020 Sold Out
$14.3B
$25.9 Million 0.0% of portfolio
946
Q3 2024 Added 23.02%
$12.1B
$69 Million 0.0% of portfolio
434
Q3 2024 Reduced 9.77%
$8.48B
$17.8 Million 0.0% of portfolio
454
Q1 2024 Reduced 84.47%
$7.15B
$14.2 Million 0.0% of portfolio
477
Q3 2024 Reduced 10.51%
$15.2B
$2.39 Million 0.0% of portfolio
60
Q3 2024 New
$9.05B
$121 Million 0.0% of portfolio
2,577
Q3 2024 Reduced 22.31%
$32.5B
$11.6 Million 0.0% of portfolio
113
Q1 2024 Reduced 14.88%
$821M
$25.1 Million 0.0% of portfolio
943
Q3 2024 Reduced 1.67%
$0
$1.74 Million 0.0% of portfolio
42
Q3 2024 Reduced 10.64%

Summary

  • Portfolio
  • No. of Stocks 1,281
  • Current Value $3.48 Trillion
  • Prior Value $3.18 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 91 stocks
  • Additional Purchases 565 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 443 stocks
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