Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.18 Trillion
  • Q2 2024

Td Private Client Wealth LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.18 Trillion distributed in 1216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $196B, Spdr Portfolio S&P 500 ETF (Ma with a value of $181B, Vanguard Mortg Backed Sec ETF with a value of $131B, Ishares Tr with a value of $118B, and Ishares U.S. Treasury Bond ETF with a value of $110B.

Examining the 13F form we can see an increase of $3.18T in the current position value.

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 $3.18 Trillion
Technology: $256 Billion
Financial Services: $149 Billion
Healthcare: $136 Billion
Industrials: $107 Billion
Communication Services: $84.6 Billion
Consumer Cyclical: $78.8 Billion
Consumer Defensive: $63.3 Billion
Energy: $55.5 Billion
Other: $96.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.66 Billion 0.08% of portfolio
54,559
Q1 2024 Added 2.12%
$230B
$2.37 Billion 0.07% of portfolio
4,267
Q1 2024 Reduced 53.21%
$26B
$2.13 Billion 0.07% of portfolio
41,893
Q1 2024 Added 11.39%
$13.6B
$2.34 Billion 0.07% of portfolio
82,458
Q1 2024 Added 13.38%
$16.1B
$2.34 Billion 0.07% of portfolio
29,838
Q1 2024 Added 0.37%
$77.2B
$2.32 Billion 0.07% of portfolio
23,941
Q1 2024 Reduced 0.67%
$87.4B
$2.38 Billion 0.07% of portfolio
17,360
Q1 2024 Added 0.12%
$153B
$2.15 Billion 0.07% of portfolio
10,345
Q1 2024 Added 69.21%
$244B
$2.22 Billion 0.07% of portfolio
30,771
Q1 2024 Reduced 11.2%
$1.01T
$2.09 Billion 0.07% of portfolio
10,571
Q1 2024 Reduced 12.43%
$14.6B
$2.22 Billion 0.07% of portfolio
77,047
Q1 2024 Reduced 2.63%
$47.2B
$2.23 Billion 0.07% of portfolio
28,730
Q1 2024 Reduced 6.44%
$12.6B
$2.32 Billion 0.07% of portfolio
19,620
Q1 2024 Added 0.4%
$110B
$2.33 Billion 0.07% of portfolio
29,979
Q1 2024 Reduced 1.07%
Kenvue Inc Com
-
$2.22 Billion 0.07% of portfolio
-
Q1 2024 Added 9.35%
$14.8B
$2.21 Billion 0.07% of portfolio
7,196
Q1 2024 Added 0.24%
$72.9B
$2.15 Billion 0.07% of portfolio
36,473
Q1 2024 Added 24.63%
$24.7B
$2.2 Billion 0.07% of portfolio
45,074
Q1 2024 Reduced 0.74%
$17.5B
$2.37 Billion 0.07% of portfolio
5,115
Q1 2024 Added 1.3%
$202B
$2.35 Billion 0.07% of portfolio
14,808
Q1 2024 Added 15.14%
$58.9B
$2.25 Billion 0.07% of portfolio
1,511
Q1 2024 Reduced 0.06%
$0
$2.34 Billion 0.07% of portfolio
9,370
Q1 2024 Added 5.89%
$0
$2.17 Billion 0.07% of portfolio
20,303
Q1 2024 Reduced 21.69%
$123B
$2 Billion 0.06% of portfolio
5,702
Q1 2024 Reduced 2.85%
$142B
$2.04 Billion 0.06% of portfolio
17,860
Q1 2024 Reduced 20.72%
$40.9B
$1.95 Billion 0.06% of portfolio
21,123
Q1 2024 Reduced 6.25%
$322B
$2.04 Billion 0.06% of portfolio
7,934
Q1 2024 Added 36.98%
$79B
$1.77 Billion 0.06% of portfolio
38,204
Q1 2024 Added 8.17%
$177B
$2.03 Billion 0.06% of portfolio
10,433
Q1 2024 Added 5.98%
$97.6B
$1.97 Billion 0.06% of portfolio
5,946
Q1 2024 Added 8.18%
$92B
$1.92 Billion 0.06% of portfolio
9,007
Q1 2024 Reduced 7.66%
$190B
$1.88 Billion 0.06% of portfolio
4,218
Q1 2024 Added 6.4%
$14.4B
$1.88 Billion 0.06% of portfolio
3,957
Q1 2024 Added 0.9%
$27.1B
$1.92 Billion 0.06% of portfolio
13,192
Q1 2024 Added 4.6%
$45.1B
$1.8 Billion 0.06% of portfolio
13,019
Q1 2024 Reduced 16.23%
$82.8B
$1.83 Billion 0.06% of portfolio
10,534
Q1 2024 Reduced 27.62%
$58.3B
$1.84 Billion 0.06% of portfolio
27,682
Q1 2024 Added 21.65%
$192B
$1.95 Billion 0.06% of portfolio
9,784
Q1 2024 Added 4.31%
$7.17B
$2.02 Billion 0.06% of portfolio
11,236
Q1 2024 Added 9.77%
$58.2B
$1.88 Billion 0.06% of portfolio
39,447
Q1 2024 Reduced 14.62%
$53.5B
$2.05 Billion 0.06% of portfolio
27,232
Q1 2024 Added 41.61%
$15.8B
$1.89 Billion 0.06% of portfolio
9,539
Q1 2024 Reduced 0.95%
$6.96B
$1.85 Billion 0.06% of portfolio
62,764
Q1 2024 Added 0.26%
$85.9B
$1.92 Billion 0.06% of portfolio
3,229
Q1 2024 Added 10.49%
$13.1B
$2.01 Billion 0.06% of portfolio
12,082
Q1 2024 Reduced 2.92%
$4.2B
$2 Billion 0.06% of portfolio
25,164
Q1 2024 Reduced 0.75%
$36.1B
$1.79 Billion 0.06% of portfolio
3,671
Q1 2024 Reduced 3.48%
$45.8B
$1.83 Billion 0.06% of portfolio
18,716
Q1 2024 Reduced 28.63%
$35.7B
$1.81 Billion 0.06% of portfolio
2,208
Q1 2024 Reduced 13.6%

Summary

  • Portfolio
  • No. of Stocks 1,216
  • Current Value $3.18 Trillion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1,216 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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