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
$4.23 Billion 0.1% of portfolio
85,567
Q2 2025 Reduced 0.45%
$32.2B
$4.05 Billion 0.1% of portfolio
124,250
Q2 2025 Added 9.19%
$182B
$3.6 Billion 0.09% of portfolio
42,313
Q2 2025 Added 3.85%
$148B
$3.83 Billion 0.09% of portfolio
10,727
Q2 2025 Reduced 6.32%
$24B
$3.59 Billion 0.09% of portfolio
214,457
Q2 2025 Reduced 1.53%
$181B
$3.62 Billion 0.09% of portfolio
6,665
Q2 2025 Reduced 2.44%
$126B
$3.62 Billion 0.09% of portfolio
4,036
Q2 2025 Added 32.63%
Lazard Inc Com
-
$3.73 Billion 0.09% of portfolio
-
Q2 2025 Added 8.25%
$201B
$3.59 Billion 0.09% of portfolio
27,156
Q2 2025 Added 1.15%
$141B
$3.71 Billion 0.09% of portfolio
153,109
Q2 2025 Added 19.94%
$194B
$3.79 Billion 0.09% of portfolio
3,689
Q2 2025 Reduced 9.41%
$104B
$3.69 Billion 0.09% of portfolio
8,437
Q2 2025 Added 6.97%
$0
$3.72 Billion 0.09% of portfolio
55,363
Q2 2025 Reduced 2.05%
$0
$3.74 Billion 0.09% of portfolio
65,557
Q2 2025 Added 3.47%
$0
$3.48 Billion 0.09% of portfolio
58,115
Q2 2025 Added 26.16%
$46.8B
$3.76 Billion 0.09% of portfolio
12,057
Q2 2025 Reduced 8.73%
$13.4B
$3.07 Billion 0.08% of portfolio
21,320
Q2 2025 Added 42.34%
$161B
$3.36 Billion 0.08% of portfolio
18,366
Q2 2025 Reduced 8.53%
Atlassian Corp Cl A
-
$3.17 Billion 0.08% of portfolio
-
Q2 2025 Added 23.97%
$53.1B
$3.11 Billion 0.08% of portfolio
10,049
Q2 2025 Added 28.0%
$87.7B
$3.28 Billion 0.08% of portfolio
10,640
Q2 2025 Reduced 10.98%
$23.8B
$3.22 Billion 0.08% of portfolio
80,048
Q2 2025 Added 70.95%
$76.2B
$3.22 Billion 0.08% of portfolio
17,307
Q2 2025 Reduced 0.4%
$5.65B
$3.33 Billion 0.08% of portfolio
60,116
Q2 2025 Added 217.79%
$101B
$3.26 Billion 0.08% of portfolio
17,788
Q2 2025 Reduced 8.14%
$27.4B
$3.39 Billion 0.08% of portfolio
1,695
Q2 2025 Added 3.35%
$32.4B
$3.23 Billion 0.08% of portfolio
55,486
Q2 2025 Added 9.63%
$642B
$3.3 Billion 0.08% of portfolio
15,109
Q2 2025 Reduced 4.26%
$35.7B
$3.41 Billion 0.08% of portfolio
59,247
Q2 2025 Added 12.13%
$173B
$3.38 Billion 0.08% of portfolio
37,050
Q2 2025 Added 87.05%
$17.7B
$3.45 Billion 0.08% of portfolio
11,098
Q2 2025 Reduced 2.56%
$0
$3.22 Billion 0.08% of portfolio
126,204
Q2 2025 Added 5.47%
$0
$3.31 Billion 0.08% of portfolio
36,103
Q2 2025 Added 5.81%
$60B
$3.29 Billion 0.08% of portfolio
76,543
Q2 2025 Reduced 2.57%
$73.8B
$3.37 Billion 0.08% of portfolio
33,364
Q2 2025 Added 4.4%
$0
$3.11 Billion 0.08% of portfolio
8,480
Q2 2025 Added 7.51%
$34.7B
$3.16 Billion 0.08% of portfolio
30,316
Q2 2025 Reduced 3.89%
$77.5B
$2.65 Billion 0.07% of portfolio
23,986
Q2 2025 Added 0.71%
$16.1B
$2.9 Billion 0.07% of portfolio
53,756
Q2 2025 Reduced 3.02%
$18.2B
$2.97 Billion 0.07% of portfolio
40,380
Q2 2025 Reduced 1.79%
$91.6B
$2.81 Billion 0.07% of portfolio
8,513
Q2 2025 Added 90.36%
$417B
$2.84 Billion 0.07% of portfolio
2,870
Q2 2025 Reduced 1.07%
$29.2B
$2.67 Billion 0.07% of portfolio
10,280
Q2 2025 Reduced 3.67%
Gsk PLC Sponsored Adr New
-
$3 Billion 0.07% of portfolio
-
Q2 2025 Added 997.47%
$101B
$2.86 Billion 0.07% of portfolio
7,464
Q2 2025 Added 10.19%
$0
$2.72 Billion 0.07% of portfolio
20,435
Q2 2025 Reduced 2.6%
$5.99B
$2.79 Billion 0.07% of portfolio
30,982
Q2 2025 Added 21,718.31%
$60.7B
$2.67 Billion 0.07% of portfolio
22,389
Q2 2025 Reduced 9.22%
$145B
$3.01 Billion 0.07% of portfolio
11,289
Q2 2025 Reduced 0.08%

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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