Td Capital Management LLC Purchases in Q1 2025

Td Capital Management LLC

  • $971 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.37%
$461.52 - $548.18 $462 - $548
269 $140K
AEP
American Electric Power CO Inc

Utilities
3
+ 1.08%
$90.32 - $109.27 $271 - $328
280 $30K
AZN
Astrazeneca PLC

Healthcare
69
+ 146.81%
$65.37 - $77.96 $4.51K - $5.38K
116 $8K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
8
+ 0.62%
$78.97 - $85.82 $632 - $687
1.31K $108K
NEE
Nextera Energy Inc

Utilities
93
+ 5.14%
$66.96 - $76.16 $6.23K - $7.08K
1.9K $134K
VZ
Verizon Communications Inc

Communication Services
1
+ 0.14%
$37.81 - $46.49 $37.8 - $46.5
741 $33K
WELL
Welltower Inc.

Real Estate
26
+ 520.0%
$124.05 - $156.86 $3.23K - $4.08K
31 $4K
COP
Conocophillips

Energy
30
+ 157.89%
$88.6 - $105.85 $2.66K - $3.18K
49 $5K
IAU
Ishares Gold Trust

ETFs
50
+ 62.5%
$49.74 - $58.96 $2.49K - $2.95K
130 $7K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17
+ 0.53%
$50.82 - $52.7 $864 - $896
3.22K $169K
TROW
Price T Rowe Group Inc

Financial Services
49
New
$91.57 - $116.93 $4.49K - $5.73K
49 $4K
IT
Gartner Inc

Technology
10
+ 200.0%
$418.25 - $548.38 $4.18K - $5.48K
15 $6K
LUV
Southwest Airlines CO

Industrials
142
New
$28.18 - $34.84 $4K - $4.95K
142 $4K
GPC
Genuine Parts CO

Consumer Cyclical
21
+ 6.8%
$115.91 - $129.02 $2.43K - $2.71K
330 $39K
SCHV
Schwab Strategic Tr Us Large C

ETFs
24
+ 0.55%
$25.77 - $27.6 $618 - $662
4.38K $116K
KMB
Kimberly Clark Corp

Consumer Defensive
18
+ 120.0%
$124.46 - $147.4 $2.24K - $2.65K
33 $4K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.59%
$128.74 - $138.67 $644 - $693
846 $114K
UL
Unilever PLC

Consumer Defensive
39
+ 58.21%
$54.72 - $60.29 $2.13K - $2.35K
106 $6K
BA
Boeing CO

Industrials
20
+ 40.0%
$148.15 - $186.25 $2.96K - $3.73K
70 $11K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.49%
$53.9 - $63.11 $162 - $189
620 $37K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 0.1%
$100.59 - $103.47 $101 - $103
1.02K $105K
GWW
W.W. Grainger, Inc.

Industrials
4
New
$953.54 - $1132.42 $3.81K - $4.53K
4 $3K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
14
+ 0.64%
$19.0 - $19.66 $266 - $275
2.2K $43K
VLUE
Ishares Msci Usa Value Factor

ETFs
6
+ 0.53%
$104.89 - $113.56 $629 - $681
1.13K $120K
PFG
Principal Financial Group Inc

Financial Services
3
+ 0.86%
$76.34 - $89.04 $229 - $267
353 $29K
MSTR
Microstrategy Inc

Technology
7
New
$239.27 - $396.5 $1.67K - $2.78K
7 $2K
ITA
Ishares Tr

ETFs
15
New
$144.84 - $159.5 $2.17K - $2.39K
15 $2K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
40
New
$63.07 - $73.5 $2.52K - $2.94K
40 $2K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
101
+ 62.35%
$36.64 - $45.76 $3.7K - $4.62K
263 $9K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
23
New
$96.18 - $109.82 $2.21K - $2.53K
23 $2K
D
Dominion Energy, Inc

Utilities
21
New
$52.85 - $57.43 $1.11K - $1.21K
21 $1K
PARA
Paramount Global

Communication Services
5
+ 0.51%
$10.16 - $12.14 $50.8 - $60.7
994 $11K
DD
Du Pont De Nemours, Inc.

Basic Materials
12
+ 150.0%
$72.7 - $84.32 $872 - $1.01K
20 $1K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13
+ 0.64%
$22.11 - $22.43 $287 - $292
2.05K $46K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
13
+ 0.66%
$23.29 - $23.38 $303 - $304
1.98K $46K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13
+ 0.65%
$22.77 - $22.94 $296 - $298
2.01K $46K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
13
+ 0.65%
$21.16 - $21.77 $275 - $283
2.01K $43K
ING
Ing Groep Nv

Financial Services
1
+ 0.9%
$15.51 - $20.74 $15.5 - $20.7
112 $2K
MS
Morgan Stanley

Financial Services
13
New
$111.68 - $141.08 $1.45K - $1.83K
13 $1K
EMB
Ishares Tr

ETFs
4
+ 1.1%
$88.64 - $92.03 $355 - $368
369 $33K
SMR
Nuscale Power Corp

Industrials
103
New
$14.16 - $29.08 $1.46K - $3K
103 $1K
APP
App Lovin Corp

Technology
6
New
$238.08 - $510.13 $1.43K - $3.06K
6 $1K
SOUN
Soundhound Ai, Inc.

Technology
136
New
$8.12 - $20.62 $1.1K - $2.8K
136 $1K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2
+ 0.71%
$81.83 - $82.73 $164 - $165
282 $23K
JOE
St Joe CO

Real Estate
1
+ 0.66%
$43.61 - $49.45 $43.6 - $49.5
152 $7K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.99%
$96.9 - $104.39 $96.9 - $104
102 $10K
WFC
Wells Fargo & Company

Financial Services
1
+ 1.41%
$66.78 - $81.42 $66.8 - $81.4
72 $5K
XLP
Consumer Staples Sector Spdr

ETFs
2
+ 0.1%
N/A
1.91K $145K
Blackrock Inc
18
New
N/A
18 $0
Activity Summary
Buys All Purchases 337 New Holdings 137 Increased Positions 200 Sells All Sells 64 Reductions 61 Sold out 3 Options Calls 0 Puts 0
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