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
$118B
$6.14 Billion 0.15% of portfolio
46,185
Q2 2025 Added 10.47%
$1.3T
$6.04 Billion 0.15% of portfolio
26,672
Q2 2025 Added 26.44%
$307B
$6.08 Billion 0.15% of portfolio
75,877
Q2 2025 Added 2.48%
$78.1B
$5.84 Billion 0.14% of portfolio
43,835
Q2 2025 Added 1.87%
$17.7B
$5.59 Billion 0.14% of portfolio
67,258
Q2 2025 Reduced 18.35%
Kenvue Inc Com
-
$5.68 Billion 0.14% of portfolio
-
Q2 2025 Reduced 13.73%
$51.5B
$5.69 Billion 0.14% of portfolio
76,410
Q2 2025 Added 11.98%
$0
$5.88 Billion 0.14% of portfolio
19,334
Q2 2025 Added 2.42%
$231B
$5.32 Billion 0.13% of portfolio
39,082
Q2 2025 Reduced 7.32%
$1.46T
$5.49 Billion 0.13% of portfolio
30,941
Q2 2025 Reduced 19.61%
$128B
$5.2 Billion 0.13% of portfolio
21,861
Q2 2025 Added 9.56%
$97.9B
$5.19 Billion 0.13% of portfolio
114,764
Q2 2025 Added 2.9%
$62.8B
$5.1 Billion 0.13% of portfolio
15,934
Q2 2025 Reduced 18.49%
$0
$5.1 Billion 0.13% of portfolio
36,742
Q2 2025 Reduced 13.17%
$27.1B
$5.34 Billion 0.13% of portfolio
14,234
Q2 2025 Added 17.97%
$63.2B
$5.49 Billion 0.13% of portfolio
68,219
Q2 2025 Added 7.62%
$119B
$5.35 Billion 0.13% of portfolio
110,641
Q2 2025 Added 1.96%
$133B
$5.2 Billion 0.13% of portfolio
22,618
Q2 2025 Added 0.33%
$210B
$4.78 Billion 0.12% of portfolio
165,286
Q2 2025 Added 26.53%
Blackrock Inc New Com
-
$4.77 Billion 0.12% of portfolio
-
Q2 2025 Reduced 6.49%
$126B
$5.01 Billion 0.12% of portfolio
105,819
Q2 2025 Added 163.31%
$148B
$4.68 Billion 0.12% of portfolio
131,196
Q2 2025 Added 5.79%
$145B
$4.95 Billion 0.12% of portfolio
44,656
Q2 2025 Reduced 1.26%
$10.9B
$4.92 Billion 0.12% of portfolio
66,708
Q2 2025 Added 11.47%
$232B
$4.85 Billion 0.12% of portfolio
16,445
Q2 2025 Added 2.2%
$189B
$4.8 Billion 0.12% of portfolio
6,097
Q2 2025 Reduced 0.31%
$214B
$5 Billion 0.12% of portfolio
63,164
Q2 2025 Reduced 19.2%
$378B
$4.93 Billion 0.12% of portfolio
30,975
Q2 2025 Added 2.68%
$173B
$5.02 Billion 0.12% of portfolio
81,768
Q2 2025 New
$189B
$5.02 Billion 0.12% of portfolio
53,765
Q2 2025 New
$0
$4.96 Billion 0.12% of portfolio
109,604
Q2 2025 Added 6.06%
$159B
$4.31 Billion 0.11% of portfolio
14,422
Q2 2025 Reduced 6.08%
$242B
$4.49 Billion 0.11% of portfolio
14,090
Q2 2025 Added 1.94%
$52.6B
$4.36 Billion 0.11% of portfolio
8,166
Q2 2025 Reduced 5.6%
$85.4B
$4.34 Billion 0.11% of portfolio
20,400
Q2 2025 Added 1,241.22%
$0
$4.5 Billion 0.11% of portfolio
55,830
Q2 2025 Reduced 0.12%
$0
$4.46 Billion 0.11% of portfolio
48,481
Q2 2025 Added 3.74%
$713B
$4.62 Billion 0.11% of portfolio
5,922
Q2 2025 Added 5.62%
$48.4B
$4.29 Billion 0.11% of portfolio
29,476
Q2 2025 Reduced 23.91%
$0
$4.49 Billion 0.11% of portfolio
183,614
Q2 2025 Added 11.4%
$1.1T
$4.62 Billion 0.11% of portfolio
14,541
Q2 2025 Added 13.98%
$155B
$4.24 Billion 0.1% of portfolio
39,472
Q2 2025 Reduced 3.2%
$58.6B
$3.89 Billion 0.1% of portfolio
15,974
Q2 2025 Added 6.26%
$214B
$3.89 Billion 0.1% of portfolio
31,376
Q2 2025 Added 11.06%
$302B
$4.04 Billion 0.1% of portfolio
15,715
Q2 2025 Added 81.49%
$144B
$3.88 Billion 0.1% of portfolio
16,671
Q2 2025 Reduced 5.22%
$230B
$3.9 Billion 0.1% of portfolio
13,362
Q2 2025 Added 12.49%
$0
$4.17 Billion 0.1% of portfolio
16,450
Q2 2025 Reduced 17.31%
$0
$4.25 Billion 0.1% of portfolio
140,891
Q2 2025 Added 8.51%

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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