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
$2.2B
$3.08 Million 0.0% of portfolio
89
Q2 2025 Added 3.49%
$7.51B
$104 Million 0.0% of portfolio
2,468
Q2 2025 Reduced 15.48%
$1.52B
$69.7 Million 0.0% of portfolio
1,874
Q2 2025 Added 38.3%
$1.49B
$17.5 Million 0.0% of portfolio
1,631
Q2 2025 Added 4.55%
$1.69B
$28.8 Million 0.0% of portfolio
468
Q4 2024 Added 22.51%
$4.7B
$2.64 Million 0.0% of portfolio
19
Q2 2025 Reduced 97.77%
$3.79B
$900,000 0.0% of portfolio
11
Q2 2025 Reduced 64.52%
$41.3B
$6.27 Million 0.0% of portfolio
144
Q2 2025 Reduced 54.14%
-
$40.9 Million 0.0% of portfolio
-
Q2 2025 Reduced 60.6%
$20.2B
$38.6 Million 0.0% of portfolio
478
Q2 2025 Added 246.38%
$2.1B
$3.49 Million 0.0% of portfolio
42
Q2 2025 Reduced 6.67%
-
$7.89 Million 0.0% of portfolio
-
Q2 2025 Reduced 16.67%
-
$2.46 Million 0.0% of portfolio
-
Q2 2025 Reduced 42.39%
$7.97B
$885,000 0.0% of portfolio
9
Q1 2025 New
Liberty Global LTD Registered Shs A Isin#Bmg611881019
-
$1.8 Million 0.0% of portfolio
-
Q4 2024 Reduced 60.78%
Liberty Global LTD Registered Shs C Isin#Bmg611881274
-
$2.02 Million 0.0% of portfolio
-
Q2 2025 New
Liberty Media Corp Del Com Liberty Formula One Ser C
-
$5.96 Million 0.0% of portfolio
-
Q2 2025 New
Liberty Media Corp Del Com Liberty Live Ser A
-
$318,000 0.0% of portfolio
-
Q1 2025 Added 300.0%
$7.08B
$3.36 Million 0.0% of portfolio
97
Q1 2025 Reduced 14.16%
$6.46B
$4.31 Million 0.0% of portfolio
19
Q2 2025 Added 90.0%
$39.2B
$61.9 Million 0.0% of portfolio
409
Q2 2025 New
$8.73B
$18.5 Million 0.0% of portfolio
500
Q2 2025 Added 20.77%
Loar Holdings Inc Com
-
$3.36 Million 0.0% of portfolio
-
Q2 2025 Reduced 7.14%
$22.9B
$39 Million 0.0% of portfolio
425
Q2 2025 Reduced 4.06%
$17.4B
$631,000 0.0% of portfolio
7
Q2 2025 Reduced 22.22%
$7.07B
$7.4 Million 0.0% of portfolio
86
Q2 2025 Reduced 42.28%
$32.5B
$411,000 0.0% of portfolio
195
Q1 2025 New
$20B
$186 Million 0.0% of portfolio
782
Q2 2025 Reduced 49.09%
$6.33B
$599,000 0.0% of portfolio
38
Q2 2025 Added 100.0%
$34.5B
$34.3 Million 0.0% of portfolio
177
Q2 2025 Reduced 17.29%
$9.08B
$143,000 0.0% of portfolio
1
Q1 2025 New
$4.66B
$1.24 Million 0.0% of portfolio
106
Q2 2025 Reduced 5.36%
$4.4B
$12.5 Million 0.0% of portfolio
555
Q2 2025 Reduced 22.16%
$13.5B
$94 Million 0.0% of portfolio
476
Q2 2025 Reduced 44.39%
$7.08B
$6.25 Million 0.0% of portfolio
28
Q2 2025 Reduced 36.36%
$85.2B
$117 Million 0.0% of portfolio
429
Q2 2025 Reduced 20.56%
$5B
$39 Million 0.0% of portfolio
226
Q2 2025 Reduced 3.83%
Masterbrand Inc Com
-
$98,000 0.0% of portfolio
-
Q2 2025 Reduced 99.81%
$5.58B
$13.4 Million 0.0% of portfolio
281
Q2 2025 Reduced 2.43%
$6.48B
$129 Million 0.0% of portfolio
6,532
Q2 2025 Added 26.64%
$5.29B
$702,000 0.0% of portfolio
10
Q1 2025 Reduced 84.13%
$3.27B
$8.99 Million 0.0% of portfolio
539
Q2 2025 Added 60.42%
$2.76B
$147,000 0.0% of portfolio
34
Q1 2025 New
$15.1B
$83.2 Million 0.0% of portfolio
265
Q1 2025 Reduced 36.14%
$4.41B
$18.3 Million 0.0% of portfolio
2,535
Q2 2025 New
$118B
$173 Million 0.0% of portfolio
66
Q4 2024 Added 32.0%
$28.9B
$199 Million 0.0% of portfolio
169
Q2 2025 Reduced 21.03%
$8.57B
$111,000 0.0% of portfolio
4
Q1 2025 New
$14.2B
$57.1 Million 0.0% of portfolio
1,661
Q1 2025 Reduced 80.07%

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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