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
$70.8B
$1.02 Billion 0.03% of portfolio
2,203
Q4 2024 Reduced 2.05%
$240B
$1.22 Billion 0.03% of portfolio
12,580
Q4 2024 Added 1.08%
$23.4B
$1.02 Billion 0.03% of portfolio
125
Q4 2024 Reduced 2.34%
$80.9B
$899 Million 0.03% of portfolio
1,413
Q4 2024 Reduced 7.04%
$6.72B
$1.1 Billion 0.03% of portfolio
9,578
Q4 2024 Added 11.85%
$178B
$1.07 Billion 0.03% of portfolio
6,971
Q4 2024 Reduced 29.47%
$16.7B
$927 Million 0.03% of portfolio
3,444
Q4 2024 Added 22.17%
$58.3B
$1.22 Billion 0.03% of portfolio
31,832
Q4 2024 Added 1.02%
$0
$998 Million 0.03% of portfolio
41,103
Q4 2024 Added 122.61%
$3.32B
$1.19 Billion 0.03% of portfolio
17,914
Q4 2024 Reduced 2.59%
$0
$997 Million 0.03% of portfolio
11,641
Q4 2024 Reduced 8.6%
Smurfit Westrock Limited Registered Shs Isin#Ie00028 Fxn24
-
$963 Million 0.03% of portfolio
-
Q4 2024 Added 142.31%
$68.9B
$1.03 Billion 0.03% of portfolio
2,114
Q4 2024 Added 14.39%
$36.7B
$1.18 Billion 0.03% of portfolio
15,462
Q4 2024 Added 94.25%
$16.4B
$1.06 Billion 0.03% of portfolio
11,421
Q4 2024 Added 13,496.43%
$149B
$899 Million 0.03% of portfolio
15,858
Q4 2024 Reduced 5.23%
$14.6B
$904 Million 0.03% of portfolio
13,403
Q4 2024 Added 9.13%
$0
$966 Million 0.03% of portfolio
14,235
Q4 2024 Added 369.34%
Viper Energy Inc Cl A
-
$1.09 Billion 0.03% of portfolio
-
Q4 2024 Reduced 4.93%
$54.1B
$1.22 Billion 0.03% of portfolio
8,823
Q4 2024 Added 474.79%
$50.8B
$1.08 Billion 0.03% of portfolio
4,169
Q4 2024 Added 6.65%
$68.5B
$732 Million 0.02% of portfolio
7,072
Q4 2024 Added 2.24%
$36.2B
$845 Million 0.02% of portfolio
6,288
Q4 2024 Reduced 67.04%
$99.5B
$874 Million 0.02% of portfolio
4,765
Q4 2024 Reduced 44.29%
$68.2B
$855 Million 0.02% of portfolio
267
Q4 2024 Reduced 8.87%
$40.4B
$619 Million 0.02% of portfolio
1,042
Q4 2024 Added 42.54%
$66.1B
$817 Million 0.02% of portfolio
3,603
Q4 2024 Reduced 15.36%
$106B
$642 Million 0.02% of portfolio
3,721
Q4 2024 Added 9.86%
$9.29B
$706 Million 0.02% of portfolio
30,367
Q4 2024 Reduced 6.36%
$36.4B
$629 Million 0.02% of portfolio
2,780
Q3 2024 Reduced 1.56%
Brookfield Infrastructure Corp New Exchangeable Sub Voting Shs Cl A Isin#Ca11276 H1064
-
$777 Million 0.02% of portfolio
-
Q4 2024 New
Brookfield Renewable Corporation Registered Shs A Isin#Ca11285 B1085
-
$678 Million 0.02% of portfolio
-
Q4 2024 New
$22.6B
$618 Million 0.02% of portfolio
19,475
Q4 2024 Added 8.34%
Corpay Inc Com
-
$825 Million 0.02% of portfolio
-
Q4 2024 Added 16.99%
$63.2B
$879 Million 0.02% of portfolio
27,247
Q4 2024 Reduced 2.93%
$12.7B
$576 Million 0.02% of portfolio
1,624
Q4 2024 Reduced 33.2%
$30.4B
$674 Million 0.02% of portfolio
4,717
Q4 2024 Added 3,087.16%
$13.7B
$701 Million 0.02% of portfolio
4,688
Q4 2024 Added 1,483.78%
$145B
$879 Million 0.02% of portfolio
2,075
Q4 2024 Added 4.85%
$25.6B
$868 Million 0.02% of portfolio
7,533
Q4 2024 Added 1.01%
$18.6B
$654 Million 0.02% of portfolio
8,621
Q4 2024 Reduced 4.29%
$73.2B
$709 Million 0.02% of portfolio
5,786
Q4 2024 Added 1.42%
$44.1B
$725 Million 0.02% of portfolio
19,273
Q4 2024 Reduced 1.95%
$17.7B
$725 Million 0.02% of portfolio
12,906
Q4 2024 Reduced 1.28%
$22.6B
$678 Million 0.02% of portfolio
17,048
Q4 2024 Added 55.7%
$16.2B
$794 Million 0.02% of portfolio
16,348
Q4 2024 Reduced 3.52%
Ge Healthcare Technologies Inc Com
-
$832 Million 0.02% of portfolio
-
Q4 2024 Reduced 7.23%
$33.8B
$625 Million 0.02% of portfolio
2,464
Q4 2024 Added 16.34%
$0
$554 Million 0.02% of portfolio
30,635
Q4 2024 Added 604.09%

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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