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
$218B
$1.41 Billion 0.03% of portfolio
20,129
Q2 2025 Added 7.26%
$51.7B
$1.25 Billion 0.03% of portfolio
7,244
Q2 2025 Added 39.04%
$136B
$1.12 Billion 0.03% of portfolio
5,335
Q2 2025 Added 76.54%
$67.3B
$1.32 Billion 0.03% of portfolio
18,659
Q2 2025 Reduced 2.74%
$6.75B
$1.34 Billion 0.03% of portfolio
2,755
Q2 2025 Reduced 0.58%
$98.7B
$1.15 Billion 0.03% of portfolio
4,180
Q2 2025 Added 108.37%
$45.3B
$1.26 Billion 0.03% of portfolio
13,615
Q2 2025 Added 1.76%
$39.8B
$1.38 Billion 0.03% of portfolio
17,746
Q2 2025 Reduced 5.04%
$47.7B
$1.06 Billion 0.03% of portfolio
10,321
Q2 2025 Reduced 0.28%
$74.1B
$1.37 Billion 0.03% of portfolio
42,098
Q2 2025 Added 39.94%
$42.1B
$1.27 Billion 0.03% of portfolio
9,458
Q2 2025 Added 42.01%
$32.2B
$1.3 Billion 0.03% of portfolio
10,604
Q2 2025 New
$15.1B
$1.14 Billion 0.03% of portfolio
20,698
Q2 2025 Reduced 6.72%
$77.1B
$1.27 Billion 0.03% of portfolio
4,700
Q2 2025 Reduced 6.78%
$43.7B
$1.24 Billion 0.03% of portfolio
7,788
Q2 2025 Reduced 14.21%
$67.5B
$1.38 Billion 0.03% of portfolio
3,548
Q2 2025 Reduced 12.07%
$81.7B
$1.08 Billion 0.03% of portfolio
3,695
Q2 2025 Reduced 1.23%
$69.5B
$1.09 Billion 0.03% of portfolio
22,109
Q2 2025 Reduced 21.6%
$5.75B
$1.03 Billion 0.03% of portfolio
7,280
Q2 2025 Added 19,575.68%
$26.3B
$1.21 Billion 0.03% of portfolio
59,287
Q2 2025 Added 40.53%
$74.1B
$1.42 Billion 0.03% of portfolio
5,334
Q2 2025 New
$26.3B
$1.04 Billion 0.03% of portfolio
42,581
Q2 2025 Added 14.45%
$79.9B
$1.28 Billion 0.03% of portfolio
5,161
Q2 2025 Reduced 8.02%
$0
$1.3 Billion 0.03% of portfolio
61,960
Q2 2025 Added 4.98%
$0
$1.38 Billion 0.03% of portfolio
33,346
Q2 2025 Added 231.44%
$0
$1.32 Billion 0.03% of portfolio
7,818
Q2 2025 Reduced 1.39%
$0
$1.22 Billion 0.03% of portfolio
48,540
Q1 2025 Reduced 13.53%
$0
$1.02 Billion 0.03% of portfolio
21,543
Q2 2025 Reduced 0.93%
$0
$1.03 Billion 0.03% of portfolio
24,012
Q2 2025 New
$0
$1.27 Billion 0.03% of portfolio
13,481
Q2 2025 Added 88.76%
$0
$1.23 Billion 0.03% of portfolio
9,318
Q2 2025 Reduced 8.22%
$0
$1.08 Billion 0.03% of portfolio
11,873
Q2 2025 Reduced 36.67%
$35.3B
$1.06 Billion 0.03% of portfolio
41,236
Q2 2025 Reduced 0.6%
Labcorp Hldgs Inc Com
-
$1.35 Billion 0.03% of portfolio
-
Q2 2025 Added 2.67%
$22B
$1.26 Billion 0.03% of portfolio
8,015
Q2 2025 Reduced 2.41%
$141B
$1.13 Billion 0.03% of portfolio
5,100
Q2 2025 Added 7.78%
$87.4B
$1.04 Billion 0.03% of portfolio
6,274
Q2 2025 Added 3.96%
$102B
$1.27 Billion 0.03% of portfolio
1,729
Q2 2025 Reduced 1.98%
$41.6B
$1.29 Billion 0.03% of portfolio
18,321
Q2 2025 Reduced 2.7%
$8.05B
$1.05 Billion 0.03% of portfolio
7,280
Q2 2025 Reduced 5.56%
$33.8B
$1.29 Billion 0.03% of portfolio
1,761
Q2 2025 Reduced 3.82%
$64.9B
$1.05 Billion 0.03% of portfolio
4,108
Q2 2025 Reduced 34.63%
$25.4B
$1.03 Billion 0.03% of portfolio
139
Q2 2025 Added 2.21%
$293B
$1.04 Billion 0.03% of portfolio
7,597
Q2 2025 Added 39.68%
$177B
$1.17 Billion 0.03% of portfolio
7,376
Q2 2025 Reduced 0.31%
$0
$1.18 Billion 0.03% of portfolio
47,316
Q2 2025 Added 13.88%
$0
$1.11 Billion 0.03% of portfolio
13,102
Q2 2025 Added 16.49%
Servicetitan Inc Cl A
-
$1.04 Billion 0.03% of portfolio
-
Q2 2025 New
$5.79B
$1.09 Billion 0.03% of portfolio
9,032
Q2 2025 Reduced 4.39%

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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