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
$0
$13.3 Billion 0.33% of portfolio
98,106
Q2 2025 Reduced 1.18%
$0
$12.9 Billion 0.32% of portfolio
167,432
Q2 2025 Reduced 6.29%
$0
$12.5 Billion 0.31% of portfolio
130,802
Q2 2025 Reduced 0.83%
$0
$12 Billion 0.3% of portfolio
35,477
Q2 2025 Reduced 3.26%
$0
$12.2 Billion 0.3% of portfolio
51,313
Q2 2025 Added 9.21%
$0
$11.7 Billion 0.29% of portfolio
245,526
Q2 2025 Reduced 1.22%
$181B
$11.9 Billion 0.29% of portfolio
274,719
Q2 2025 Added 2.03%
$305B
$11.4 Billion 0.28% of portfolio
79,358
Q2 2025 Added 1.78%
$537B
$11.6 Billion 0.28% of portfolio
20,556
Q2 2025 Added 6.02%
$0
$11.1 Billion 0.27% of portfolio
150,175
Q2 2025 Added 2.42%
$0
$10.7 Billion 0.26% of portfolio
309,264
Q2 2025 Added 31.89%
$525B
$10.6 Billion 0.26% of portfolio
7,915
Q2 2025 Added 0.29%
$0
$10.7 Billion 0.26% of portfolio
153,411
Q2 2025 Added 7.76%
$579B
$10.5 Billion 0.26% of portfolio
29,490
Q2 2025 Added 7.25%
$123B
$10.3 Billion 0.25% of portfolio
117,926
Q2 2025 Added 19.81%
$443B
$9.9 Billion 0.24% of portfolio
64,810
Q2 2025 Added 4.69%
$0
$9.6 Billion 0.24% of portfolio
14,481
Q2 2025 Reduced 24.35%
$0
$9.35 Billion 0.23% of portfolio
253,299
Q2 2025 Added 15.96%
$0
$9.36 Billion 0.23% of portfolio
88,007
Q2 2025 Added 29.79%
$0
$8.89 Billion 0.22% of portfolio
41,188
Q2 2025 Reduced 27.78%
$101B
$8.76 Billion 0.22% of portfolio
83,327
Q2 2025 Reduced 2.47%
$68.4B
$9.1 Billion 0.22% of portfolio
201,114
Q2 2025 Reduced 1.26%
$0
$8.71 Billion 0.21% of portfolio
83,382
Q2 2025 Added 81.55%
$262B
$8.72 Billion 0.21% of portfolio
89,167
Q2 2025 Added 8.28%
$56B
$8.15 Billion 0.2% of portfolio
78,517
Q2 2025 Added 5.34%
$622B
$8.21 Billion 0.2% of portfolio
16,903
Q2 2025 Added 12.32%
$0
$8.34 Billion 0.2% of portfolio
55,474
Q2 2025 Added 11.91%
$0
$7.99 Billion 0.2% of portfolio
60,165
Q2 2025 Added 15.08%
$132B
$7.98 Billion 0.2% of portfolio
10,398
Q2 2025 Added 5.05%
$0
$7.54 Billion 0.19% of portfolio
153,772
Q2 2025 Added 0.8%
$165B
$7.15 Billion 0.18% of portfolio
25,608
Q2 2025 Added 6.2%
$388B
$7.33 Billion 0.18% of portfolio
155,003
Q2 2025 Added 4.58%
$79.2B
$7.26 Billion 0.18% of portfolio
38,950
Q2 2025 Added 23.75%
$62.1B
$6.86 Billion 0.17% of portfolio
69,489
Q2 2025 Added 17.63%
$280B
$7.12 Billion 0.17% of portfolio
102,647
Q2 2025 Reduced 1.11%
$77.1B
$6.88 Billion 0.17% of portfolio
99,674
Q2 2025 Added 26.31%
$462B
$6.89 Billion 0.17% of portfolio
63,946
Q2 2025 Added 22.97%
Linde PLC New Shs Isin#Ie000 S9 Ys762
-
$6.79 Billion 0.17% of portfolio
-
Q2 2025 Reduced 0.19%
$228B
$7.02 Billion 0.17% of portfolio
48,108
Q2 2025 New
$268B
$6.73 Billion 0.17% of portfolio
24,679
Q2 2025 Reduced 23.31%
$0
$6.78 Billion 0.17% of portfolio
151,882
Q2 2025 Reduced 24.07%
$299B
$6.6 Billion 0.16% of portfolio
93,331
Q2 2025 Reduced 7.4%
$0
$6.35 Billion 0.16% of portfolio
57,518
Q2 2025 Reduced 8.46%
$141B
$6.59 Billion 0.16% of portfolio
94,947
Q2 2025 Reduced 8.57%
$51.5B
$6.02 Billion 0.15% of portfolio
18,389
Q2 2025 Added 6.5%
$92.2B
$6.07 Billion 0.15% of portfolio
51,460
Q2 2025 Reduced 0.33%
Ge Vernova Inc Com
-
$5.91 Billion 0.15% of portfolio
-
Q2 2025 Added 17.08%
$382B
$6.27 Billion 0.15% of portfolio
17,102
Q2 2025 Reduced 10.94%
$0
$5.95 Billion 0.15% of portfolio
52,919
Q2 2025 New

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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