Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024

Td Private Client Wealth LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.58 Trillion distributed in 1313 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 $249B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $164B, Ishares Tr with a value of $156B, and Ishares U.S. Treasury Bond ETF with a value of $131B.

Examining the 13F form we can see an increase of $98B in the current position value, from $3.48T to 3.58T.

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 $3.58 Trillion
Technology: $254 Billion
Financial Services: $174 Billion
Healthcare: $121 Billion
Industrials: $117 Billion
Consumer Cyclical: $94 Billion
Communication Services: $87.2 Billion
Consumer Defensive: $61.3 Billion
Energy: $47.3 Billion
Other: $93.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$3.52 Billion 0.1% of portfolio
27,959
Q4 2024 Reduced 18.55%
$17.7B
$3.71 Billion 0.1% of portfolio
10,918
Q4 2024 Added 4.01%
$45.5B
$3.74 Billion 0.1% of portfolio
13,593
Q4 2024 Reduced 2.86%
$38.4B
$3.46 Billion 0.1% of portfolio
51,314
Q4 2024 Reduced 2.37%
$56.8B
$3.13 Billion 0.09% of portfolio
14,562
Q4 2024 Added 24.05%
$225B
$3.3 Billion 0.09% of portfolio
19,767
Q4 2024 Reduced 3.87%
$8.37B
$3.14 Billion 0.09% of portfolio
56,153
Q4 2024 Added 6.09%
$16.2B
$3.35 Billion 0.09% of portfolio
18,953
Q4 2024 Reduced 4.26%
$21B
$3.37 Billion 0.09% of portfolio
5,530
Q4 2024 Reduced 6.22%
$411B
$3.08 Billion 0.09% of portfolio
18,484
Q4 2024 Reduced 10.94%
$0
$3.35 Billion 0.09% of portfolio
112,168
Q4 2024 Added 19.18%
$0
$3.39 Billion 0.09% of portfolio
37,025
Q4 2024 Added 5.16%
$203B
$3.23 Billion 0.09% of portfolio
6,218
Q4 2024 Reduced 23.7%
$54.8B
$3.3 Billion 0.09% of portfolio
75,985
Q4 2024 Reduced 1.81%
$145B
$3.35 Billion 0.09% of portfolio
55,592
Q4 2024 Reduced 14.42%
$0
$3.28 Billion 0.09% of portfolio
57,179
Q4 2024 Added 0.86%
$31.2B
$3.06 Billion 0.09% of portfolio
104,720
Q4 2024 Reduced 9.47%
$0
$3.32 Billion 0.09% of portfolio
81,993
Q4 2024 Added 12.88%
$11.6B
$2.7 Billion 0.08% of portfolio
57,809
Q4 2024 Reduced 4.96%
$138B
$2.74 Billion 0.08% of portfolio
38,875
Q4 2024 Reduced 1.36%
$117B
$2.72 Billion 0.08% of portfolio
8,186
Q4 2024 Reduced 5.21%
$29.7B
$2.74 Billion 0.08% of portfolio
10,752
Q4 2024 Reduced 1.28%
$63B
$2.75 Billion 0.08% of portfolio
11,139
Q4 2024 Reduced 3.16%
$54.8B
$3 Billion 0.08% of portfolio
27,443
Q4 2024 Reduced 1.06%
$97B
$2.73 Billion 0.08% of portfolio
18,334
Q4 2024 Added 2.53%
$46.7B
$3.04 Billion 0.08% of portfolio
51,114
Q4 2024 Reduced 13.54%
$62.1B
$2.99 Billion 0.08% of portfolio
26,211
Q4 2024 Reduced 4.36%
$48.9B
$3 Billion 0.08% of portfolio
64,479
Q4 2024 Reduced 1.7%
$81.1B
$2.7 Billion 0.08% of portfolio
7,310
Q4 2024 Added 625.92%
$0
$2.98 Billion 0.08% of portfolio
64,725
Q4 2024 Added 3,361.23%
$0
$3.01 Billion 0.08% of portfolio
37,098
Q4 2024 Added 3.38%
$33.9B
$2.84 Billion 0.08% of portfolio
30,231
Q4 2024 Added 0.91%
$133B
$2.62 Billion 0.07% of portfolio
16,092
Q4 2024 Added 7.16%
Atlassian Corp Cl A
-
$2.4 Billion 0.07% of portfolio
-
Q4 2024 Added 9,292.38%
$16.9B
$2.54 Billion 0.07% of portfolio
43,458
Q4 2024 Reduced 2.53%
Cooper Cos Inc Com Par
-
$2.46 Billion 0.07% of portfolio
-
Q4 2024 Reduced 3.04%
$400B
$2.57 Billion 0.07% of portfolio
2,805
Q4 2024 Added 2.07%
$60.6B
$2.45 Billion 0.07% of portfolio
19,280
Q4 2024 Reduced 2.31%
$183B
$2.48 Billion 0.07% of portfolio
22,294
Q4 2024 Added 67.21%
$0
$2.43 Billion 0.07% of portfolio
19,431
Q4 2024 Reduced 3.94%
$87.7B
$2.58 Billion 0.07% of portfolio
43,155
Q4 2024 Added 160.21%
$45.6B
$2.58 Billion 0.07% of portfolio
4,307
Q4 2024 Added 33.97%
$147B
$2.6 Billion 0.07% of portfolio
97,899
Q4 2024 Reduced 21.5%
$12.8B
$2.37 Billion 0.07% of portfolio
6,943
Q4 2024 Reduced 4.23%
$160B
$2.59 Billion 0.07% of portfolio
10,794
Q4 2024 Added 3.28%
$34.9B
$2.48 Billion 0.07% of portfolio
46,435
Q4 2024 Reduced 12.01%
$113B
$2.57 Billion 0.07% of portfolio
28,198
Q4 2024 Reduced 13.8%
$6.61B
$2.66 Billion 0.07% of portfolio
14,206
Q4 2024 Added 1.09%
$0
$2.5 Billion 0.07% of portfolio
28,112
Q4 2024 Reduced 6.21%

Summary

  • Portfolio
  • No. of Stocks 1,313
  • Current Value $3.58 Trillion
  • Prior Value $3.48 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 90 stocks
  • Additional Purchases 517 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 550 stocks
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