Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025

Td Private Client Wealth LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.63 Trillion distributed in 1415 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 $265B, Spdr S&P 500 ETF Trust with a value of $195B, Ishares Tr with a value of $189B, Vanguard Mortg Backed Sec ETF with a value of $182B, and Ishares U.S. Treasury Bond ETF with a value of $140B.

Examining the 13F form we can see an increase of $55.1B in the current position value, from $3.58T to 3.63T.

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 $3.63 Trillion
Technology: $224 Billion
Financial Services: $174 Billion
Healthcare: $142 Billion
Industrials: $107 Billion
Communication Services: $89 Billion
Consumer Cyclical: $84.8 Billion
Consumer Defensive: $65.5 Billion
Utilities: $56.7 Billion
Other: $104 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.8B
$11 Million 0.0% of portfolio
759
Q1 2025 Reduced 6.87%
$11.1B
$4.93 Million 0.0% of portfolio
27
Q1 2025 Reduced 32.5%
$8.86B
$11.4 Million 0.0% of portfolio
341
Q1 2025 Added 17.59%
$8.29B
$456,000 0.0% of portfolio
12
Q1 2025 Reduced 29.41%
$9.27B
$1.59 Million 0.0% of portfolio
19
Q1 2025 Added 5.56%
$1.21B
$694,000 0.0% of portfolio
59
Q4 2024 New
$7.23B
$138,000 0.0% of portfolio
10
Q1 2025 New
$11.2B
$1.29 Million 0.0% of portfolio
12
Q3 2024 Reduced 7.69%
$21.4B
$60.8 Million 0.0% of portfolio
509
Q1 2025 Reduced 1.55%
$19.5B
$7.45 Million 0.0% of portfolio
143
Q1 2025 Reduced 0.69%
$3.9B
$3.34 Million 0.0% of portfolio
50
Q4 2024 New
$11.7B
$6.86 Million 0.0% of portfolio
100
Q4 2024 New
$21.6B
$103 Million 0.0% of portfolio
911
Q1 2025 Added 537.06%
$32B
$1.19 Million 0.0% of portfolio
6
Q1 2025 New
$15.2B
$74.6 Million 0.0% of portfolio
3,761
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,415
  • Current Value $3.63 Trillion
  • Prior Value $3.58 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 184 stocks
  • Additional Purchases 662 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 424 stocks
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