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
$790B
$10.8 Billion 0.34% of portfolio
11,874
Q1 2024 Added 7.0%
$261B
$10.7 Billion 0.34% of portfolio
86,727
Q1 2024 Added 4.21%
$0
$10.8 Billion 0.34% of portfolio
227,850
Q1 2024 Added 32.25%
$74.4B
$10.4 Billion 0.33% of portfolio
6,487
Q1 2024 Reduced 11.06%
$170B
$10.5 Billion 0.33% of portfolio
255,725
Q1 2024 Added 1.14%
$576B
$10.3 Billion 0.32% of portfolio
20,227
Q1 2024 Reduced 13.99%
$0
$10.2 Billion 0.32% of portfolio
109,679
Q1 2024 Added 50.09%
$0
$9.77 Billion 0.31% of portfolio
135,648
Q1 2024 Reduced 10.0%
$0
$9.95 Billion 0.31% of portfolio
106,031
Q1 2024 Added 40.15%
$0
$9.7 Billion 0.31% of portfolio
129,504
Q1 2024 Added 7.98%
$0
$9.44 Billion 0.3% of portfolio
150,047
Q1 2024 Added 13.35%
$0
$9.32 Billion 0.29% of portfolio
96,005
Q1 2024 Reduced 29.25%
$0
$8.64 Billion 0.27% of portfolio
78,178
Q1 2024 Added 5.14%
$0
$8.56 Billion 0.27% of portfolio
84,932
Q1 2024 Added 9.37%
$599B
$7.95 Billion 0.25% of portfolio
19,545
Q1 2024 Added 9.0%
$501B
$8.02 Billion 0.25% of portfolio
18,181
Q1 2024 Added 4.66%
$0
$7.59 Billion 0.24% of portfolio
25,513
Q1 2024 Reduced 24.46%
$0
$7.67 Billion 0.24% of portfolio
277,243
Q1 2024 Added 10.1%
$230B
$7.46 Billion 0.23% of portfolio
110,141
Q1 2024 Added 233.36%
$74.6B
$7.43 Billion 0.23% of portfolio
187,079
Q1 2024 Reduced 3.45%
$397B
$7.2 Billion 0.23% of portfolio
43,670
Q1 2024 Added 2.51%
$0
$7.36 Billion 0.23% of portfolio
104,650
Q1 2024 Added 17.43%
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-
$6.99 Billion 0.22% of portfolio
-
Q1 2024 Reduced 0.79%
$0
$7.04 Billion 0.22% of portfolio
32,288
Q1 2024 Added 16.48%
$85.6B
$7.11 Billion 0.22% of portfolio
33,076
Q1 2024 Added 0.28%
$151B
$6.82 Billion 0.21% of portfolio
96,352
Q1 2024 Added 13.09%
$49.5B
$6.75 Billion 0.21% of portfolio
76,973
Q1 2024 Reduced 4.65%
$1.09T
$6.46 Billion 0.2% of portfolio
35,211
Q1 2024 Reduced 29.75%
$0
$6.37 Billion 0.2% of portfolio
139,212
Q1 2024 Added 3.51%
$193B
$5.9 Billion 0.19% of portfolio
8,977
Q1 2024 Reduced 3.42%
$266B
$5.9 Billion 0.19% of portfolio
5,772
Q1 2024 Reduced 2.95%
$107B
$5.9 Billion 0.19% of portfolio
52,567
Q1 2024 Added 2.87%
$87.2B
$5.94 Billion 0.19% of portfolio
59,258
Q1 2024 Reduced 11.06%
$266B
$6.01 Billion 0.19% of portfolio
101,269
Q1 2024 Added 7.54%
$0
$5.88 Billion 0.19% of portfolio
117,338
Q1 2024 Added 47.93%
$416B
$5.65 Billion 0.18% of portfolio
16,413
Q1 2024 Reduced 2.29%
$0
$5.79 Billion 0.18% of portfolio
21,628
Q1 2024 Reduced 4.28%
$129B
$5.25 Billion 0.17% of portfolio
108,148
Q1 2024 Added 14.37%
$165B
$5.3 Billion 0.17% of portfolio
22,470
Q1 2024 Reduced 4.64%
$193B
$5.55 Billion 0.17% of portfolio
141,785
Q1 2024 Reduced 9.61%
$362B
$5.37 Billion 0.17% of portfolio
135,082
Q1 2024 Added 11.73%
$97.4B
$5.51 Billion 0.17% of portfolio
6,681
Q1 2024 Added 18.62%
$148B
$5.22 Billion 0.16% of portfolio
11,171
Q1 2024 Reduced 0.78%
$276B
$4.99 Billion 0.16% of portfolio
78,350
Q1 2024 Reduced 5.24%
$82.4B
$5.1 Billion 0.16% of portfolio
32,800
Q1 2024 Reduced 5.11%
$182B
$5.06 Billion 0.16% of portfolio
50,419
Q1 2024 Reduced 7.79%
$82.6B
$5.12 Billion 0.16% of portfolio
16,645
Q1 2024 Reduced 9.1%
$62B
$5.11 Billion 0.16% of portfolio
19,725
Q1 2024 Added 9.26%
$0
$4.94 Billion 0.16% of portfolio
38,759
Q1 2024 Added 16.16%

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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