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
$79.1 Million 0.0% of portfolio
1,042
Q2 2025 New
$0
$37.1 Million 0.0% of portfolio
178
Q2 2025 Reduced 41.83%
$0
$1.47 Million 0.0% of portfolio
11
Q2 2025 New
$0
$66,000 0.0% of portfolio
1
Q4 2024 New
$0
$4.95 Million 0.0% of portfolio
22
Q2 2025 New
$0
$149 Million 0.0% of portfolio
679
Q2 2025 Reduced 11.47%
$0
$27.3 Million 0.0% of portfolio
140
Q2 2025 Added 42.86%
$0
$28.6 Million 0.0% of portfolio
162
Q4 2024 Reduced 2.99%
$5.71B
$711,000 0.0% of portfolio
14
Q2 2025 Reduced 54.84%
$30.5B
$58.9 Million 0.0% of portfolio
204
Q2 2025 New
$32.7B
$175 Million 0.0% of portfolio
1,363
Q2 2025 Added 167.25%
$11.2B
$22.2 Million 0.0% of portfolio
2,490
Q2 2025 Added 1,108.74%
$1.72B
$833,000 0.0% of portfolio
45
Q3 2023 Reduced 19.64%
$4.63B
$139 Million 0.0% of portfolio
2,177
Q1 2025 Added 17.8%
$2.46B
$1.96 Million 0.0% of portfolio
74
Q2 2025 Added 516.67%
$2.29B
$651,000 0.0% of portfolio
41
Q2 2025 New
$7.08B
$8.17 Million 0.0% of portfolio
115
Q2 2025 Added 475.0%
$13.2B
$18.5 Million 0.0% of portfolio
297
Q2 2025 Added 19.28%
$1.96B
$54.6 Million 0.0% of portfolio
1,864
Q2 2025 Reduced 6.89%
$9.98B
$46.8 Million 0.0% of portfolio
4,078
Q2 2025 Added 97.67%
$31.2B
$17.7 Million 0.0% of portfolio
1,546
Q2 2025 Reduced 56.43%
$47.5B
$10.8 Million 0.0% of portfolio
58
Q2 2025 Added 114.81%
$4.87B
$1.64 Million 0.0% of portfolio
32
Q2 2025 New
$2.96B
$190,000 0.0% of portfolio
1
Q1 2025 Reduced 85.71%
$3.94B
$155 Million 0.0% of portfolio
3,075
Q2 2025 Added 30.3%
$10.8B
$1.09 Million 0.0% of portfolio
20
Q2 2025 New
$7B
$441,000 0.0% of portfolio
3
Q2 2025 New
$19.4B
$8.81 Million 0.0% of portfolio
343
Q2 2025 Reduced 94.41%
$43.2B
$629,000 0.0% of portfolio
7
Q1 2025 New
$4.61B
$57.5 Million 0.0% of portfolio
32
Q2 2025 Added 3.23%
$11.9B
$8.33 Million 0.0% of portfolio
51
Q2 2025 Added 88.89%
$6.47B
$1.73 Million 0.0% of portfolio
63
Q2 2025 Added 18.87%
$9.6B
$3.37 Million 0.0% of portfolio
10
Q2 2025 Reduced 50.0%
$8.22B
$153 Million 0.0% of portfolio
1,232
Q2 2025 Reduced 26.23%
$0
$800,000 0.0% of portfolio
7
Q2 2025 New
$0
$821,000 0.0% of portfolio
10
Q2 2025 New
$0
$11.5 Million 0.0% of portfolio
229
Q2 2025 Added 257.81%
$8.88B
$94.6 Million 0.0% of portfolio
597
Q2 2025 Added 25.42%
Wns (Holdings) Limited Registered Shs Isin#Je00 Bqc4 Yw14
-
$16.8 Million 0.0% of portfolio
-
Q2 2025 Added 8.16%
$13.2B
$20.4 Million 0.0% of portfolio
411
Q2 2025 Added 20.53%
$12.2B
$9.37 Million 0.0% of portfolio
100
Q2 2025 Added 426.32%
$1.51B
$742,000 0.0% of portfolio
59
Q4 2024 New
$15.3B
$1.52 Million 0.0% of portfolio
12
Q3 2024 Reduced 7.69%
$23.6B
$66 Million 0.0% of portfolio
510
Q2 2025 Added 0.2%
$20.4B
$6.39 Million 0.0% of portfolio
143
Q1 2025 Reduced 0.69%
$3.62B
$2.52 Million 0.0% of portfolio
72
Q2 2025 New
$1.5B
$36.7 Million 0.0% of portfolio
1,211
Q2 2025 New
$4.55B
$3.43 Million 0.0% of portfolio
50
Q4 2024 New
$14.1B
$31.7 Million 0.0% of portfolio
452
Q2 2025 Added 352.0%

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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