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
$5.06B
$1.11 Billion 0.03% of portfolio
12,500
Q2 2025 Reduced 5.35%
$13.6B
$1.34 Billion 0.03% of portfolio
4,672
Q2 2025 Reduced 1.89%
$18.9B
$1.06 Billion 0.03% of portfolio
13,704
Q2 2025 Reduced 5.54%
$0
$1.22 Billion 0.03% of portfolio
15,207
Q2 2025 Reduced 1.07%
$40.1B
$1.33 Billion 0.03% of portfolio
4,632
Q2 2025 Reduced 41.52%
Veralto Corp Com
-
$1.11 Billion 0.03% of portfolio
-
Q2 2025 Reduced 4.2%
Viper Energy Inc Cl A
-
$1.3 Billion 0.03% of portfolio
-
Q2 2025 Added 41.83%
$93.2B
$1.42 Billion 0.03% of portfolio
6,209
Q2 2025 Reduced 12.82%
$16.2B
$1.12 Billion 0.03% of portfolio
5,098
Q2 2025 Reduced 1.77%
$70.8B
$1.04 Billion 0.03% of portfolio
6,700
Q2 2025 Reduced 18.49%
$173B
$805 Million 0.02% of portfolio
2,080
Q2 2025 Reduced 1.61%
$250B
$949 Million 0.02% of portfolio
6,686
Q2 2025 Added 16.52%
$64.9B
$628 Million 0.02% of portfolio
5,955
Q2 2025 Added 23.24%
$53.4B
$706 Million 0.02% of portfolio
3,509
Q2 2025 Reduced 6.2%
$73.3B
$965 Million 0.02% of portfolio
2,704
Q2 2025 Reduced 3.29%
$71.6B
$973 Million 0.02% of portfolio
262
Q2 2025 Added 2.75%
$120B
$638 Million 0.02% of portfolio
4,262
Q2 2025 Added 30.42%
$102B
$899 Million 0.02% of portfolio
19,422
Q2 2025 Reduced 76.03%
$37.7B
$634 Million 0.02% of portfolio
2,609
Q2 2025 Reduced 10.47%
Brookfield Infrastructure Corp New Exchangeable Sub Voting Shs Cl A Isin#Ca11276 H1064
-
$1 Billion 0.02% of portfolio
-
Q2 2025 Reduced 1.05%
$21.6B
$796 Million 0.02% of portfolio
15,480
Q2 2025 Added 53.74%
$220B
$956 Million 0.02% of portfolio
2,463
Q2 2025 Reduced 18.44%
$23.8B
$633 Million 0.02% of portfolio
17,229
Q2 2025 Reduced 9.99%
$14.1B
$755 Million 0.02% of portfolio
58,272
Q2 2025 Added 1.86%
$11B
$802 Million 0.02% of portfolio
16,341
Q2 2025 Reduced 10.48%
Corpay Inc Com
-
$732 Million 0.02% of portfolio
-
Q2 2025 Reduced 3.24%
$12.6B
$751 Million 0.02% of portfolio
7,289
Q2 2025 Reduced 1.59%
$153B
$886 Million 0.02% of portfolio
1,742
Q2 2025 Added 27.81%
$25.2B
$881 Million 0.02% of portfolio
6,410
Q2 2025 Reduced 4.75%
$48.7B
$828 Million 0.02% of portfolio
14,646
Q2 2025 Added 72.1%
$10.8B
$996 Million 0.02% of portfolio
8,125
Q2 2025 Added 165.09%
$69.1B
$786 Million 0.02% of portfolio
6,569
Q2 2025 Reduced 0.08%
$14.3B
$647 Million 0.02% of portfolio
14,687
Q2 2025 Added 13.47%
$3.71B
$998 Million 0.02% of portfolio
13,364
Q2 2025 Reduced 6.13%
$38.7B
$1.01 Billion 0.02% of portfolio
553
Q2 2025 Reduced 0.72%
$15.4B
$765 Million 0.02% of portfolio
13,651
Q2 2025 Added 0.32%
$23.7B
$1.01 Billion 0.02% of portfolio
20,215
Q2 2025 Reduced 4.31%
$18.1B
$939 Million 0.02% of portfolio
18,021
Q2 2025 Added 4.89%
$65.5B
$617 Million 0.02% of portfolio
14,239
Q2 2025 Added 10.65%
$46.1B
$714 Million 0.02% of portfolio
5,153
Q2 2025 Reduced 32.78%
$28.9B
$705 Million 0.02% of portfolio
6,869
Q2 2025 Added 14.48%
$0
$666 Million 0.02% of portfolio
6,556
Q2 2025 Reduced 22.95%
$0
$960 Million 0.02% of portfolio
7,592
Q2 2025 Added 156.83%
$0
$660 Million 0.02% of portfolio
4,880
Q2 2025 Reduced 3.12%
$0
$892 Million 0.02% of portfolio
18,483
Q2 2025 Reduced 11.99%
$0
$1.01 Billion 0.02% of portfolio
3,530
Q2 2025 Reduced 24.75%
$0
$961 Million 0.02% of portfolio
9,660
Q2 2025 Reduced 6.73%
Jacobs Solutions Inc Com
-
$966 Million 0.02% of portfolio
-
Q2 2025 Added 10.12%
$47.8B
$679 Million 0.02% of portfolio
20,524
Q2 2025 Added 85.12%

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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