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
$323B
$1.4 Billion 0.04% of portfolio
6,344
Q4 2024 Reduced 4.15%
$61.2B
$1.5 Billion 0.04% of portfolio
6,247
Q4 2024 Reduced 5.2%
$14.5B
$1.29 Billion 0.04% of portfolio
3,670
Q4 2024 Reduced 0.49%
$7.29B
$1.42 Billion 0.04% of portfolio
9,742
Q4 2024 Reduced 6.21%
$0
$1.54 Billion 0.04% of portfolio
16,593
Q4 2024 Added 40.38%
$0
$1.56 Billion 0.04% of portfolio
5,786
Q4 2024 Added 16.42%
$0
$1.27 Billion 0.04% of portfolio
26,210
Q4 2024 Reduced 3.92%
$0
$1.52 Billion 0.04% of portfolio
5,691
Q4 2024 Reduced 2.8%
$33.3B
$1.59 Billion 0.04% of portfolio
7,582
Q4 2024 Reduced 4.05%
Veralto Corp Com
-
$1.29 Billion 0.04% of portfolio
-
Q4 2024 Added 3.46%
$33.8B
$1.45 Billion 0.04% of portfolio
7,644
Q4 2024 Reduced 1.37%
$17.1B
$1.49 Billion 0.04% of portfolio
4,542
Q4 2024 Added 7.2%
$76.7B
$1.34 Billion 0.04% of portfolio
8,217
Q4 2024 Reduced 29.41%
$171B
$914 Million 0.03% of portfolio
7,566
Q4 2024 Reduced 28.13%
$65.2B
$1.15 Billion 0.03% of portfolio
3,956
Q4 2024 Reduced 0.43%
$50.3B
$1.12 Billion 0.03% of portfolio
8,503
Q4 2024 Reduced 6.8%
$80.8B
$1.1 Billion 0.03% of portfolio
3,066
Q4 2024 Added 9.19%
$25.4B
$1.13 Billion 0.03% of portfolio
6,408
Q4 2024 Added 10.35%
$237B
$1.1 Billion 0.03% of portfolio
16,808
Q4 2024 Added 58.46%
$17.2B
$1.14 Billion 0.03% of portfolio
39,045
Q4 2024 Reduced 4.83%
$51.4B
$1.19 Billion 0.03% of portfolio
18,787
Q4 2024 Reduced 52.52%
$56.6B
$925 Million 0.03% of portfolio
13,554
Q4 2024 Added 57.68%
$179B
$1.07 Billion 0.03% of portfolio
2,951
Q4 2024 Reduced 1.73%
$97.9B
$1.19 Billion 0.03% of portfolio
4,297
Q4 2024 Reduced 30.48%
$39.1B
$1.01 Billion 0.03% of portfolio
13,159
Q4 2024 Reduced 8.35%
$28.9B
$1.18 Billion 0.03% of portfolio
5,349
Q4 2024 Reduced 16.23%
$12.8B
$1.16 Billion 0.03% of portfolio
20,186
Q4 2024 Reduced 3.06%
$23.9B
$1.02 Billion 0.03% of portfolio
-
Q4 2024 Reduced 1.94%
$30.6B
$956 Million 0.03% of portfolio
15,808
Q4 2024 Added 110.35%
$14.2B
$1.22 Billion 0.03% of portfolio
22,453
Q4 2024 Reduced 0.52%
$39.5B
$958 Million 0.03% of portfolio
6,546
Q4 2024 Added 0.38%
$105B
$990 Million 0.03% of portfolio
2,684
Q4 2024 Reduced 10.35%
$79.5B
$912 Million 0.03% of portfolio
4,440
Q4 2024 Added 35.37%
$16.3B
$1.09 Billion 0.03% of portfolio
28,319
Q4 2024 Reduced 1.79%
Ge Vernova Inc Com
-
$1.24 Billion 0.03% of portfolio
-
Q4 2024 Added 409.32%
$73.6B
$993 Million 0.03% of portfolio
3,769
Q4 2024 Reduced 14.24%
$16.5B
$1.12 Billion 0.03% of portfolio
6,673
Q4 2024 New
$48.4B
$939 Million 0.03% of portfolio
7,058
Q4 2024 Reduced 4.79%
$0
$1.14 Billion 0.03% of portfolio
53,872
Q4 2024 Added 0.04%
$0
$1.07 Billion 0.03% of portfolio
25,618
Q4 2024 Reduced 6.33%
$0
$1.16 Billion 0.03% of portfolio
7,079
Q4 2024 Reduced 2.67%
$0
$1.1 Billion 0.03% of portfolio
10,152
Q4 2024 Reduced 1.65%
$36.6B
$1.18 Billion 0.03% of portfolio
38,456
Q4 2024 Reduced 2.41%
Labcorp Hldgs Inc Com
-
$1.06 Billion 0.03% of portfolio
-
Q4 2024 Reduced 3.84%
$140B
$1.14 Billion 0.03% of portfolio
4,605
Q4 2024 Reduced 10.15%
$226B
$1.09 Billion 0.03% of portfolio
3,777
Q4 2024 Reduced 3.15%
$95.4B
$1.08 Billion 0.03% of portfolio
1,891
Q4 2024 Added 18.71%
$29.6B
$1.16 Billion 0.03% of portfolio
1,967
Q4 2024 Reduced 8.77%
$29.9B
$916 Million 0.03% of portfolio
17,423
Q4 2024 Reduced 15.11%

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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