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
$87.6B
$5.25 Billion 0.15% of portfolio
45,546
Q3 2024 Reduced 23.14%
$62.2B
$5.39 Billion 0.15% of portfolio
19,144
Q3 2024 Reduced 2.95%
$183B
$5.16 Billion 0.15% of portfolio
8,314
Q3 2024 Reduced 7.39%
$0
$5.13 Billion 0.15% of portfolio
38,892
Q3 2024 Added 0.34%
$400B
$5.36 Billion 0.15% of portfolio
33,076
Q3 2024 Added 41.32%
$65.9B
$5.24 Billion 0.15% of portfolio
63,587
Q3 2024 Added 5.5%
$262B
$5.01 Billion 0.14% of portfolio
6,017
Q3 2024 Added 4.24%
$83.4B
$4.74 Billion 0.14% of portfolio
17,476
Q3 2024 Added 4.99%
$170B
$4.99 Billion 0.14% of portfolio
17,946
Q3 2024 Added 0.95%
$111B
$4.82 Billion 0.14% of portfolio
57,509
Q3 2024 Added 10.57%
$0
$5 Billion 0.14% of portfolio
42,664
Q3 2024 Reduced 4.51%
$131B
$5 Billion 0.14% of portfolio
38,287
Q3 2024 Added 5.45%
$207B
$4.74 Billion 0.14% of portfolio
5,302
Q3 2024 Reduced 2.72%
$201B
$5.04 Billion 0.14% of portfolio
8,149
Q3 2024 Added 24.26%
$138B
$4.88 Billion 0.14% of portfolio
64,960
Q3 2024 Added 5.89%
$144B
$4.84 Billion 0.14% of portfolio
19,642
Q3 2024 Added 0.62%
$42.2B
$4.69 Billion 0.13% of portfolio
71,975
Q3 2024 Added 3.01%
$109B
$4.68 Billion 0.13% of portfolio
20,345
Q3 2024 Added 0.09%
$154B
$4.43 Billion 0.13% of portfolio
4,661
Q3 2024 Reduced 3.04%
$0
$4.58 Billion 0.13% of portfolio
57,021
Q3 2024 Reduced 6.95%
$0
$4.6 Billion 0.13% of portfolio
42,314
Q3 2024 Added 30.63%
$326B
$4.62 Billion 0.13% of portfolio
16,883
Q3 2024 Added 112.79%
$163B
$4.34 Billion 0.12% of portfolio
197,315
Q3 2024 Added 0.43%
$129B
$4.27 Billion 0.12% of portfolio
50,998
Q3 2024 Reduced 0.76%
$123B
$4.24 Billion 0.12% of portfolio
82,008
Q3 2024 Added 11.87%
$76.3B
$4.15 Billion 0.12% of portfolio
37,905
Q3 2024 Added 3.72%
$86.6B
$4.04 Billion 0.12% of portfolio
99,295
Q3 2024 Reduced 2.82%
$46.3B
$4.12 Billion 0.12% of portfolio
59,119
Q3 2024 Reduced 2.89%
$279B
$4.34 Billion 0.12% of portfolio
76,754
Q3 2024 Reduced 24.21%
$215B
$3.74 Billion 0.11% of portfolio
13,794
Q3 2024 Added 6.73%
$59.9B
$3.97 Billion 0.11% of portfolio
8,459
Q3 2024 Reduced 2.32%
$47.2B
$3.82 Billion 0.11% of portfolio
27,232
Q3 2024 Added 28.08%
$30.7B
$3.68 Billion 0.11% of portfolio
27,996
Q3 2024 Added 5.6%
$501B
$3.75 Billion 0.11% of portfolio
32,005
Q3 2024 Added 0.42%
$194B
$3.88 Billion 0.11% of portfolio
20,563
Q3 2024 Added 38.86%
$8.54B
$3.83 Billion 0.11% of portfolio
52,931
Q3 2024 Added 3.97%
$192B
$3.97 Billion 0.11% of portfolio
17,935
Q3 2024 Added 0.02%
$0
$3.84 Billion 0.11% of portfolio
43,521
Q3 2024 Reduced 3.37%
$0
$3.67 Billion 0.11% of portfolio
26,337
Q3 2024 Reduced 1.58%
$0
$3.77 Billion 0.11% of portfolio
16,685
Q3 2024 Added 13.53%
$90.8B
$3.77 Billion 0.11% of portfolio
10,219
Q3 2024 Reduced 0.82%
$977B
$3.68 Billion 0.11% of portfolio
21,191
Q3 2024 Added 30.51%
$173B
$3.84 Billion 0.11% of portfolio
59,438
Q3 2024 Reduced 0.95%
$44.6B
$3.75 Billion 0.11% of portfolio
13,993
Q3 2024 Added 1.91%
$30.9B
$3.85 Billion 0.11% of portfolio
115,670
Q3 2024 Added 19.04%
$83.2B
$3.46 Billion 0.1% of portfolio
94,467
Q3 2024 Added 1.49%
$78.3B
$3.36 Billion 0.1% of portfolio
32,320
Q3 2024 Added 35.0%
$25.2B
$3.61 Billion 0.1% of portfolio
245,358
Q3 2024 Added 3.88%
$0
$3.59 Billion 0.1% of portfolio
39,043
Q3 2024 Added 20.1%

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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