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
$1.11T
$2.89 Billion 0.08% of portfolio
11,046
Q3 2024 Added 4.49%
$0
$2.92 Billion 0.08% of portfolio
29,973
Q3 2024 Reduced 5.51%
$0
$2.61 Billion 0.08% of portfolio
43,271
Q3 2024 Reduced 0.42%
$37.8B
$2.67 Billion 0.08% of portfolio
10,660
Q3 2024 Reduced 27.33%
$31.8B
$2.88 Billion 0.08% of portfolio
29,957
Q3 2024 Added 85.38%
$20.6B
$2.7 Billion 0.08% of portfolio
7,280
Q3 2024 Added 0.72%
$16.2B
$2.26 Billion 0.07% of portfolio
9,472
Q3 2024 Reduced 0.7%
$16.6B
$2.53 Billion 0.07% of portfolio
44,586
Q3 2024 Added 49.43%
$59.2B
$2.43 Billion 0.07% of portfolio
39,567
Q3 2024 Added 0.3%
$135B
$2.47 Billion 0.07% of portfolio
39,412
Q3 2024 Added 3.43%
$427B
$2.44 Billion 0.07% of portfolio
2,748
Q3 2024 Reduced 14.07%
$45.7B
$2.53 Billion 0.07% of portfolio
21,329
Q3 2024 Added 13.96%
$41.1B
$2.32 Billion 0.07% of portfolio
4,577
Q3 2024 Reduced 31.56%
$206B
$2.46 Billion 0.07% of portfolio
4,966
Q3 2024 Reduced 22.91%
$0
$2.5 Billion 0.07% of portfolio
20,228
Q3 2024 Reduced 7.36%
$57.5B
$2.36 Billion 0.07% of portfolio
30,399
Q3 2024 Added 9.82%
$95.4B
$2.42 Billion 0.07% of portfolio
26,866
Q3 2024 Reduced 31.93%
$98.4B
$2.29 Billion 0.07% of portfolio
16,812
Q3 2024 Reduced 12.27%
$7.43B
$2.45 Billion 0.07% of portfolio
14,053
Q3 2024 Added 25.07%
$0
$2.51 Billion 0.07% of portfolio
9,386
Q3 2024 Added 0.17%
$18.4B
$2.52 Billion 0.07% of portfolio
5,121
Q3 2024 Added 0.12%
$82.8B
$2.27 Billion 0.07% of portfolio
11,640
Q3 2024 Added 10.5%
$95.1B
$1.99 Billion 0.06% of portfolio
8,553
Q3 2024 Added 15.96%
$125B
$2.08 Billion 0.06% of portfolio
5,427
Q3 2024 Reduced 4.82%
$6.54B
$2.05 Billion 0.06% of portfolio
14,634
Q3 2024 Added 0.5%
$55.6B
$2.11 Billion 0.06% of portfolio
11,739
Q3 2024 Added 315.54%
$8.35B
$1.94 Billion 0.06% of portfolio
14,889
Q3 2024 Added 30.11%
$118B
$1.96 Billion 0.06% of portfolio
6,802
Q3 2024 Added 11.27%
$100B
$2.14 Billion 0.06% of portfolio
6,181
Q3 2024 Added 3.95%
$142B
$2.03 Billion 0.06% of portfolio
19,274
Q3 2024 Added 7.92%
$52.3B
$2.13 Billion 0.06% of portfolio
25,402
Q3 2024 Reduced 6.72%
$27.7B
$1.93 Billion 0.06% of portfolio
24,437
Q3 2024 Added 6.25%
$12.6B
$2.13 Billion 0.06% of portfolio
12,049
Q3 2024 Reduced 0.27%
$0
$1.91 Billion 0.06% of portfolio
17,331
Q3 2024 Reduced 14.64%
$9.91B
$2.14 Billion 0.06% of portfolio
2,627
Q3 2024 Reduced 42.55%
$112B
$2.21 Billion 0.06% of portfolio
21,340
Q3 2024 Reduced 3.5%
$27.3B
$1.99 Billion 0.06% of portfolio
2,156
Q3 2024 Reduced 2.36%
$4.03B
$2.21 Billion 0.06% of portfolio
25,675
Q3 2024 Added 2.03%
$25.3B
$2.1 Billion 0.06% of portfolio
43,610
Q3 2024 Added 4.1%
$0
$2.15 Billion 0.06% of portfolio
3,771
Q3 2024 Reduced 1.39%
$177B
$2.18 Billion 0.06% of portfolio
10,556
Q3 2024 Added 1.18%
$7.95B
$2.18 Billion 0.06% of portfolio
10,387
Q3 2024 New
$0
$2.18 Billion 0.06% of portfolio
6,770
Q3 2024 Added 6.05%
$7.1B
$2.25 Billion 0.06% of portfolio
62,633
Q3 2024 Reduced 0.21%
$238B
$1.7 Billion 0.05% of portfolio
3,276
Q3 2024 Reduced 23.22%
$223B
$1.73 Billion 0.05% of portfolio
10,528
Q3 2024 Added 5.51%
$45.3B
$1.88 Billion 0.05% of portfolio
10,929
Q3 2024 Reduced 54.36%
$127B
$1.65 Billion 0.05% of portfolio
5,973
Q3 2024 Reduced 11.52%
$91.1B
$1.58 Billion 0.05% of portfolio
50,333
Q3 2024 Added 4.54%

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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