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
$3.03 Billion 0.07% of portfolio
92,719
Q2 2025 Reduced 7.26%
$48.5B
$2.74 Billion 0.07% of portfolio
56,171
Q2 2025 Added 1.18%
$126B
$2.41 Billion 0.06% of portfolio
7,823
Q2 2025 Added 39.08%
$229B
$2.28 Billion 0.06% of portfolio
393
Q2 2025 Added 6.79%
$41.2B
$2.5 Billion 0.06% of portfolio
14,855
Q2 2025 Reduced 6.96%
$239B
$2.52 Billion 0.06% of portfolio
3,567
Q2 2025 Added 3.69%
$0
$2.25 Billion 0.06% of portfolio
16,697
Q2 2025 Reduced 13.86%
$0
$2.25 Billion 0.06% of portfolio
20,080
Q2 2025 Reduced 0.72%
$0
$2.48 Billion 0.06% of portfolio
39,050
Q2 2025 Added 10.77%
$50.6B
$2.59 Billion 0.06% of portfolio
10,343
Q2 2025 Added 14.2%
$119B
$2.46 Billion 0.06% of portfolio
19,930
Q2 2025 Reduced 5.79%
$4.11B
$2.59 Billion 0.06% of portfolio
30,481
Q2 2025 Added 11.24%
$92.6B
$2.6 Billion 0.06% of portfolio
3,726
Q2 2025 Reduced 6.19%
$27.1B
$2.51 Billion 0.06% of portfolio
74,055
Q2 2025 Reduced 1.84%
$27.3B
$2.32 Billion 0.06% of portfolio
41,132
Q2 2025 Reduced 5.21%
$0
$2.39 Billion 0.06% of portfolio
4,212
Q2 2025 Added 59.73%
$111B
$2.51 Billion 0.06% of portfolio
27,393
Q2 2025 Reduced 13.42%
$149B
$2.34 Billion 0.06% of portfolio
5,902
Q2 2025 Added 8.71%
$54.8B
$2.36 Billion 0.06% of portfolio
3,135
Q2 2025 Added 7.33%
$267B
$2.24 Billion 0.06% of portfolio
7,186
Q2 2025 Reduced 42.05%
$7.17B
$2.38 Billion 0.06% of portfolio
15,392
Q2 2025 Added 5.15%
$0
$2.51 Billion 0.06% of portfolio
49,954
Q2 2025 Added 106.08%
$0
$2.62 Billion 0.06% of portfolio
30,762
Q2 2025 Reduced 18.13%
$280B
$2.01 Billion 0.05% of portfolio
2,510
Q2 2025 Added 78.01%
$14.1B
$1.91 Billion 0.05% of portfolio
17,721
Q2 2025 Reduced 3.3%
$118B
$1.89 Billion 0.05% of portfolio
21,010
Q2 2025 Reduced 5.17%
$60.1B
$1.9 Billion 0.05% of portfolio
18,884
Q2 2025 Reduced 1.54%
$49.6B
$2.16 Billion 0.05% of portfolio
26,509
Q2 2025 Added 13.4%
$32B
$2 Billion 0.05% of portfolio
1,021
Q2 2025 Added 1.29%
$79.5B
$2.03 Billion 0.05% of portfolio
11,749
Q2 2025 Reduced 41.74%
$18.8B
$1.84 Billion 0.05% of portfolio
7,807
Q2 2025 Added 1.32%
$13.2B
$1.88 Billion 0.05% of portfolio
10,439
Q2 2025 Reduced 4.97%
$0
$2.14 Billion 0.05% of portfolio
95,618
Q2 2025 Added 19.82%
$0
$1.9 Billion 0.05% of portfolio
17,278
Q2 2025 Added 2.32%
$74.6B
$1.89 Billion 0.05% of portfolio
17,917
Q2 2025 Added 10.91%
$43.5B
$2.02 Billion 0.05% of portfolio
15,651
Q2 2025 Added 4,462.97%
$22B
$2.01 Billion 0.05% of portfolio
3,503
Q2 2025 Reduced 38.26%
$108B
$2.11 Billion 0.05% of portfolio
4,553
Q2 2025 Reduced 20.0%
$61.4B
$2.04 Billion 0.05% of portfolio
26,356
Q2 2025 Added 13.17%
$12.5B
$1.92 Billion 0.05% of portfolio
8,968
Q2 2025 Reduced 5.5%
$12.5B
$1.87 Billion 0.05% of portfolio
6,401
Q2 2025 Reduced 6.14%
$0
$2.14 Billion 0.05% of portfolio
26,190
Q2 2025 Added 2,205.46%
$253B
$2.14 Billion 0.05% of portfolio
30,442
Q2 2025 Added 14.9%
$104B
$2 Billion 0.05% of portfolio
21,736
Q2 2025 Reduced 20.91%
$26.1B
$2.14 Billion 0.05% of portfolio
4,174
Q2 2025 Added 19.39%
$177B
$1.86 Billion 0.05% of portfolio
8,959
Q2 2025 Reduced 17.2%
$168B
$1.96 Billion 0.05% of portfolio
4,838
Q2 2025 Reduced 35.92%
$146B
$1.99 Billion 0.05% of portfolio
16,115
Q2 2025 Added 9.06%
$0
$1.91 Billion 0.05% of portfolio
10,115
Q2 2025 Reduced 3.51%

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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