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
$1.68B
$13.1 Million 0.0% of portfolio
723
Q1 2024 Reduced 35.45%
$4.81B
$63.6 Million 0.0% of portfolio
35
Q1 2024 Reduced 42.11%
$7.08B
$26.8 Million 0.0% of portfolio
564
Q1 2024 Reduced 55.06%
$2.37B
$13.1 Million 0.0% of portfolio
37
Q1 2024 Reduced 40.32%
$0
$86 Million 0.0% of portfolio
1,262
Q1 2024 Added 6.76%
$5.4B
$32.8 Million 0.0% of portfolio
331
Q1 2024 Reduced 36.59%
$5.43B
$48.4 Million 0.0% of portfolio
256
Q1 2024 Reduced 36.16%
$5.76B
$24.3 Million 0.0% of portfolio
869
Q1 2024 Reduced 36.94%
$3.03B
$20.4 Million 0.0% of portfolio
119
Q1 2024 Reduced 35.71%
$0
$158 Million 0.0% of portfolio
1,581
Q1 2024 Reduced 1.8%
$3.55B
$13.2 Million 0.0% of portfolio
515
Q1 2024 Reduced 35.95%
$8.84B
$35.8 Million 0.0% of portfolio
383
Q1 2024 New
$247M
$8.93 Million 0.0% of portfolio
1,627
Q1 2024 Reduced 34.34%
$5.14B
$10.5 Million 0.0% of portfolio
280
Q1 2024 Reduced 93.77%
$0
$27.6 Million 0.0% of portfolio
2,070
Q1 2024 Reduced 77.76%
$11.4B
$4.33 Million 0.0% of portfolio
140
Q1 2021 Reduced 9.09%
$745M
$1.45 Million 0.0% of portfolio
120
Q1 2024 Reduced 55.56%
$0
$2.66 Million 0.0% of portfolio
64
Q3 2023 Added 20.75%
$12.8B
$15.6 Million 0.0% of portfolio
344
Q1 2024 Reduced 1.43%
$6.01B
$3.31 Million 0.0% of portfolio
148
Q1 2024 Reduced 50.34%
$571M
$5.49 Million 0.0% of portfolio
251
Q1 2020 Reduced 32.35%
$0
$80.5 Million 0.0% of portfolio
544
Q1 2024 Added 17.65%
$0
$18.3 Million 0.0% of portfolio
95
Q1 2024 Reduced 54.77%
$0
$69.5 Million 0.0% of portfolio
1,029
Q1 2024 Added 1.46%
$59.9B
$9.08 Million 0.0% of portfolio
1,554
Q1 2023 New
$0
$8 Million 0.0% of portfolio
159
Q1 2024 Reduced 42.6%
Bank Amer Corp Non Cumulative Perpetual Conv Pfd Ser L
-
$1.2 Million 0.0% of portfolio
-
Q1 2024 Reduced 50.0%
$3.78B
$1.63 Million 0.0% of portfolio
19
Q1 2024 Reduced 59.57%
$249B
$8.14 Million 0.0% of portfolio
113
Q1 2024 Reduced 28.57%
$4.68B
$1.01 Million 0.0% of portfolio
17
Q1 2024 Reduced 54.05%
$9.68B
$2.77 Million 0.0% of portfolio
81
Q1 2024 Reduced 50.91%
Coherent Corp Com
-
$1.23 Million 0.0% of portfolio
-
Q1 2024 Reduced 63.83%
$2.21B
$850,000 0.0% of portfolio
8
Q1 2024 Reduced 46.67%
$0
$78.3 Million 0.0% of portfolio
1,023
Q1 2024 Reduced 4.03%
$9.22B
$35.3 Million 0.0% of portfolio
262
Q1 2024 Reduced 76.91%
$0
$1.9 Million 0.0% of portfolio
47
Q1 2024 Reduced 53.47%
$17.8B
$1.8 Million 0.0% of portfolio
44
Q1 2024 Reduced 48.55%
$4.02B
$1.19 Million 0.0% of portfolio
21
Q1 2024 Reduced 59.62%
-
$888,000 0.0% of portfolio
-
Q1 2024 Reduced 57.41%
$3.14B
$3.28 Million 0.0% of portfolio
198
Q1 2024 Reduced 47.2%
$11.8B
$15.1 Million 0.0% of portfolio
123
Q2 2022 Reduced 3.15%
-
$623,000 0.0% of portfolio
-
Q1 2024 Reduced 67.53%
$0
$2.44 Million 0.0% of portfolio
117
Q2 2024 New
$17.8B
$6.52 Million 0.0% of portfolio
49
Q2 2024 New
$0
$5.97 Million 0.0% of portfolio
108
Q1 2022 Added 8.0%
$0
$52.1 Million 0.0% of portfolio
802
Q1 2024 Reduced 2.26%
$0
$62.9 Million 0.0% of portfolio
806
Q2 2024 New
$7.33B
$6.33 Million 0.0% of portfolio
265
Q4 2022 Sold Out
$0
$84.3 Million 0.0% of portfolio
813
Q1 2024 Added 131.02%

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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