Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.18 Trillion
  • Q2 2024

Td Private Client Wealth LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.18 Trillion distributed in 1216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $196B, Spdr Portfolio S&P 500 ETF (Ma with a value of $181B, Vanguard Mortg Backed Sec ETF with a value of $131B, Ishares Tr with a value of $118B, and Ishares U.S. Treasury Bond ETF with a value of $110B.

Examining the 13F form we can see an increase of $3.18T in the current position value.

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 $3.18 Trillion
Technology: $256 Billion
Financial Services: $149 Billion
Healthcare: $136 Billion
Industrials: $107 Billion
Communication Services: $84.6 Billion
Consumer Cyclical: $78.8 Billion
Consumer Defensive: $63.3 Billion
Energy: $55.5 Billion
Other: $96.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.4B
$781 Million 0.02% of portfolio
1,544
Q1 2024 Reduced 7.07%
$34.8B
$556 Million 0.02% of portfolio
2,824
Q1 2024 Reduced 18.39%
$9.19B
$680 Million 0.02% of portfolio
5,038
Q1 2024 Added 13.94%
$14.4B
$532 Million 0.02% of portfolio
11,964
Q1 2024 Reduced 0.8%
$11.5B
$704 Million 0.02% of portfolio
3,239
Q1 2024 Added 488.81%
$5.14B
$783 Million 0.02% of portfolio
22,513
Q1 2024 Reduced 0.22%
$47.3B
$574 Million 0.02% of portfolio
2,261
Q1 2024 Reduced 6.77%
$78.6B
$696 Million 0.02% of portfolio
5,527
Q1 2024 Reduced 3.3%
$34.1B
$579 Million 0.02% of portfolio
8,728
Q1 2024 Reduced 4.81%
$61.4B
$619 Million 0.02% of portfolio
2,301
Q1 2024 Added 22.83%
$18.3B
$569 Million 0.02% of portfolio
8,536
Q1 2024 Reduced 28.57%
$53.4B
$692 Million 0.02% of portfolio
18,159
Q1 2024 Added 34.51%
$23.9B
$639 Million 0.02% of portfolio
-
Q1 2024 Reduced 14.93%
$14.8B
$627 Million 0.02% of portfolio
2,314
Q1 2024 New
$5.39B
$640 Million 0.02% of portfolio
22,537
Q1 2024 Reduced 92.73%
$11B
$555 Million 0.02% of portfolio
12,296
Q1 2024 Added 6.6%
$51.4B
$494 Million 0.02% of portfolio
2,825
Q1 2024 Added 24.53%
$15.2B
$512 Million 0.02% of portfolio
24,135
Q1 2024 Reduced 0.98%
$70.9B
$556 Million 0.02% of portfolio
1,450
Q1 2024 Reduced 0.87%
$242B
$702 Million 0.02% of portfolio
4,916
Q1 2024 Reduced 46.08%
$18.9B
$698 Million 0.02% of portfolio
2,443
Q1 2024 Added 3.76%
$33B
$524 Million 0.02% of portfolio
2,864
Q1 2024 Added 6.88%
$7.56B
$672 Million 0.02% of portfolio
5,482
Q1 2024 Added 2,394.9%
$15B
$679 Million 0.02% of portfolio
12,818
Q1 2024 Added 5.66%
$31.1B
$766 Million 0.02% of portfolio
38,958
Q1 2024 Added 18.91%
$18.2B
$752 Million 0.02% of portfolio
25,490
Q1 2024 Added 125.32%
$39.4B
$556 Million 0.02% of portfolio
15,627
Q1 2024 Reduced 9.99%
$0
$687 Million 0.02% of portfolio
16,716
Q1 2024 Reduced 19.64%
$0
$648 Million 0.02% of portfolio
2,821
Q1 2024 Reduced 4.04%
$0
$707 Million 0.02% of portfolio
10,438
Q1 2024 Reduced 10.2%
$0
$650 Million 0.02% of portfolio
14,291
Q1 2024 Added 4.18%
$0
$776 Million 0.02% of portfolio
15,617
Q1 2024 Added 17.31%
$0
$524 Million 0.02% of portfolio
3,551
Q1 2024 Reduced 81.9%
$0
$778 Million 0.02% of portfolio
19,385
Q1 2024 Added 1.81%
$0
$542 Million 0.02% of portfolio
14,379
Q1 2024 Added 0.69%
$83.9B
$161 Million 0.01% of portfolio
213
Q1 2024 Added 8.8%
$11.2B
$219 Million 0.01% of portfolio
2,940
Q1 2024 Added 1.9%
$12.3B
$374 Million 0.01% of portfolio
3,434
Q1 2024 Added 377.79%
Canadian Pacific Kansas City LTD Isin# Ca13646 K1084
-
$247 Million 0.01% of portfolio
-
Q1 2024 Added 1.12%
$34B
$265 Million 0.01% of portfolio
4,924
Q1 2024 Added 26.67%
$49.6B
$376 Million 0.01% of portfolio
2,502
Q1 2024 Added 1.34%
$20.1B
$250 Million 0.01% of portfolio
2,967
Q1 2024 Reduced 0.9%
$34.8B
$199 Million 0.01% of portfolio
2,230
Q1 2024 Reduced 4.44%
$43.7B
$195 Million 0.01% of portfolio
2,186
Q1 2024 Reduced 51.09%
$37.4B
$464 Million 0.01% of portfolio
4,620
Q1 2024 Reduced 14.03%
$10.4B
$176 Million 0.01% of portfolio
2,302
Q1 2024 Reduced 3.64%
$20.6B
$302 Million 0.01% of portfolio
1,997
Q1 2024 Reduced 37.55%
$60.4B
$427 Million 0.01% of portfolio
21,494
Q1 2024 Reduced 3.72%
$29.6B
$446 Million 0.01% of portfolio
2,871
Q1 2024 Added 3.75%

Summary

  • Portfolio
  • No. of Stocks 1,216
  • Current Value $3.18 Trillion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1,216 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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