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
$11.3B
$96.8 Million 0.0% of portfolio
365
Q3 2024 Added 52.72%
$4.42B
$68.5 Million 0.0% of portfolio
1,180
Q3 2024 Added 24.21%
$21.4B
$30.8 Million 0.0% of portfolio
358
Q3 2024 Added 0.56%
$2.98B
$126 Million 0.0% of portfolio
1,863
Q3 2024 Added 19.27%
$0
$64.9 Million 0.0% of portfolio
608
Q3 2024 New
$7.69B
$2.09 Million 0.0% of portfolio
29
Q3 2024 New
$23.2B
$22.2 Million 0.0% of portfolio
123
Q3 2024 Added 3.36%
Qiagen Nv Registered Shs Isin#Nl0015001 Wm6
-
$7.77 Million 0.0% of portfolio
-
Q2 2024 New
$7.15B
$24.4 Million 0.0% of portfolio
236
Q3 2024 Added 24.87%
$2.96B
$1.69 Million 0.0% of portfolio
10
Q3 2024 New
$5.88B
$33 Million 0.0% of portfolio
257
Q3 2024 Added 1.18%
$15.6B
$48.5 Million 0.0% of portfolio
312
Q3 2024 Added 1.96%
$9.1B
$72.3 Million 0.0% of portfolio
373
Q3 2024 Reduced 1.32%
$35.5B
$22.8 Million 0.0% of portfolio
186
Q3 2024 Reduced 40.19%
$7.21B
$2.4 Million 0.0% of portfolio
8
Q3 2024 New
$0
$74.1 Million 0.0% of portfolio
2,257
Q3 2024 New
$79.1B
$164 Million 0.0% of portfolio
156
Q3 2024 Added 4.7%
$15.5B
$6.97 Million 0.0% of portfolio
32
Q3 2024 New
$13.1B
$5.1 Million 0.0% of portfolio
205
Q3 2024 Reduced 78.89%
$7.91B
$27.7 Million 0.0% of portfolio
186
Q3 2024 Added 46.46%
$68.5B
$45 Million 0.0% of portfolio
224
Q1 2024 Reduced 84.24%
$3.96B
$1.87 Million 0.0% of portfolio
93
Q2 2021 Sold Out
$35.7B
$67.4 Million 0.0% of portfolio
276
Q3 2024 Added 13.11%
$15.3B
$32.3 Million 0.0% of portfolio
253
Q4 2023 Reduced 14.53%
$5.83B
$27 Million 0.0% of portfolio
869
Q1 2024 Reduced 36.94%
$9.05B
$1.96 Million 0.0% of portfolio
175
Q4 2023 Reduced 35.19%
$8.07B
$2.48 Million 0.0% of portfolio
16
Q3 2024 New
$30.6B
$15.1 Million 0.0% of portfolio
643
Q3 2024 New
$13.9B
$153 Million 0.0% of portfolio
3,805
Q3 2024 Added 0.61%
$8.83B
$5.24 Million 0.0% of portfolio
454
Q1 2024 Reduced 16.0%
$59.4B
$143 Million 0.0% of portfolio
257
Q3 2024 Added 21.23%
$50.7B
$129 Million 0.0% of portfolio
854
Q3 2024 Reduced 6.87%
$61.6B
$114 Million 0.0% of portfolio
640
Q3 2024 Reduced 0.62%
$17.8B
$52.2 Million 0.0% of portfolio
431
Q1 2024 Added 5.22%
$9.78B
$53.6 Million 0.0% of portfolio
1,186
Q3 2024 Added 148.64%
$8.33B
$154 Million 0.0% of portfolio
1,056
Q3 2024 Added 18.25%
$6.38B
$2.36 Million 0.0% of portfolio
22
Q3 2024 New
$4.59B
$46.8 Million 0.0% of portfolio
684
Q3 2024 Reduced 50.43%
$23.8B
$35.1 Million 0.0% of portfolio
146
Q3 2024 Reduced 0.68%
$10.2B
$15 Million 0.0% of portfolio
206
Q3 2024 Reduced 45.21%
$3B
$15.1 Million 0.0% of portfolio
528
Q1 2024 Added 38.95%
$0
$7.25 Million 0.0% of portfolio
157
Q1 2024 Added 1.91%
$0
$45,000 0.0% of portfolio
1
Q2 2024 New
$0
$19 Million 0.0% of portfolio
388
Q3 2024 Reduced 99.09%
$0
$12.5 Million 0.0% of portfolio
151
Q3 2024 Reduced 17.93%
$0
$51,000 0.0% of portfolio
1
Q3 2024 New
$63.5B
$56.9 Million 0.0% of portfolio
603
Q3 2024 Added 33.7%
$20.6B
$44.9 Million 0.0% of portfolio
410
Q3 2024 Reduced 3.98%
$0
$1.9 Million 0.0% of portfolio
21
Q2 2024 New

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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