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
$11B
$660 Million 0.02% of portfolio
12,252
Q3 2024 Reduced 0.36%
$14.2B
$799 Million 0.02% of portfolio
2,431
Q3 2024 Added 5.06%
$135B
$826 Million 0.02% of portfolio
1,979
Q3 2024 Added 3.88%
$16.9B
$762 Million 0.02% of portfolio
9,007
Q3 2024 Added 21.57%
$32B
$777 Million 0.02% of portfolio
14,229
Q3 2024 Added 44.78%
$10.1B
$709 Million 0.02% of portfolio
7,336
Q3 2024 Added 2,870.04%
$79.9B
$701 Million 0.02% of portfolio
5,705
Q3 2024 Added 3.22%
$38.5B
$797 Million 0.02% of portfolio
19,657
Q3 2024 Added 31.57%
$17.1B
$811 Million 0.02% of portfolio
13,074
Q3 2024 Added 0.55%
$79.5B
$589 Million 0.02% of portfolio
3,280
Q3 2024 Added 2.31%
$0
$532 Million 0.02% of portfolio
12,902
Q3 2024 Reduced 33.44%
$14.3B
$717 Million 0.02% of portfolio
16,944
Q3 2024 Reduced 22.5%
$62.5B
$650 Million 0.02% of portfolio
13,030
Q3 2024 Added 0.15%
$38.4B
$546 Million 0.02% of portfolio
4,645
Q3 2024 Added 0.54%
$37.7B
$671 Million 0.02% of portfolio
2,118
Q3 2024 Added 65.86%
$11.5B
$533 Million 0.02% of portfolio
16,861
Q3 2024 Added 38.33%
$0
$541 Million 0.02% of portfolio
11,490
Q3 2024 Added 103.98%
$0
$796 Million 0.02% of portfolio
10,913
Q3 2024 Added 4.55%
$0
$715 Million 0.02% of portfolio
14,600
Q3 2024 Added 2.16%
Jacobs Solutions Inc Com
-
$730 Million 0.02% of portfolio
-
Q3 2024 Reduced 47.27%
$46.3B
$532 Million 0.02% of portfolio
14,198
Q3 2024 Added 2.9%
$46.7B
$770 Million 0.02% of portfolio
5,411
Q3 2024 Reduced 58.44%
$23.4B
$771 Million 0.02% of portfolio
23,556
Q3 2024 Reduced 33.56%
$61.3B
$777 Million 0.02% of portfolio
26,290
Q3 2024 Added 0.72%
$17.8B
$746 Million 0.02% of portfolio
8,885
Q3 2024 Added 4.09%
$89.6B
$788 Million 0.02% of portfolio
1,593
Q3 2024 Added 10.47%
$7.66B
$739 Million 0.02% of portfolio
5,312
Q3 2024 Reduced 3.1%
$5B
$738 Million 0.02% of portfolio
9,965
Q3 2024 Added 252.49%
$97.5B
$735 Million 0.02% of portfolio
8,318
Q3 2024 Reduced 24.64%
$237B
$543 Million 0.02% of portfolio
4,558
Q3 2024 Reduced 7.28%
$59.4B
$585 Million 0.02% of portfolio
2,438
Q3 2024 Added 5.95%
$42.2B
$813 Million 0.02% of portfolio
7,826
Q3 2024 Reduced 1.79%
$100B
$674 Million 0.02% of portfolio
8,641
Q3 2024 Reduced 45.87%
$42.5B
$697 Million 0.02% of portfolio
35,255
Q3 2024 Added 34.5%
$28.8B
$849 Million 0.02% of portfolio
6,406
Q3 2024 Reduced 10.59%
$59.3B
$617 Million 0.02% of portfolio
1,695
Q3 2024 Added 2.36%
$48.9B
$648 Million 0.02% of portfolio
2,174
Q3 2024 Reduced 3.85%
$18.8B
$815 Million 0.02% of portfolio
2,819
Q3 2024 Added 15.39%
$5.21B
$824 Million 0.02% of portfolio
22,706
Q3 2024 Added 0.86%
$0
$806 Million 0.02% of portfolio
17,787
Q3 2024 Added 6.41%
$0
$538 Million 0.02% of portfolio
17,677
Q3 2024 Added 65.61%
$56.7B
$688 Million 0.02% of portfolio
18,646
Q3 2024 Added 2.68%
$38.4B
$621 Million 0.02% of portfolio
7,960
Q3 2024 Added 301.01%
$31.3B
$548 Million 0.02% of portfolio
1,883
Q3 2024 Added 37.45%
$15.6B
$755 Million 0.02% of portfolio
12,282
Q3 2024 Reduced 4.18%
$0
$687 Million 0.02% of portfolio
2,823
Q3 2024 Added 0.07%
$0
$539 Million 0.02% of portfolio
6,876
Q3 2024 Added 949.77%
$0
$701 Million 0.02% of portfolio
5,856
Q3 2024 Reduced 17.7%
$34B
$791 Million 0.02% of portfolio
2,687
Q3 2024 Added 0.34%

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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