Td Capital Management LLC Incresed Positions in Q1 2025

Td Capital Management LLC

  • $971 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JOE
St Joe CO

Real Estate
1
+ 0.66%
$43.61 - $49.45 $43.6 - $49.5
152 $7K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
13
+ 0.65%
$21.16 - $21.77 $275 - $283
2.01K $43K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2
+ 0.71%
$81.83 - $82.73 $164 - $165
282 $23K
EMB
Ishares Tr

ETFs
4
+ 1.1%
$88.64 - $92.03 $355 - $368
369 $33K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
13
+ 0.66%
$23.29 - $23.38 $303 - $304
1.98K $46K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13
+ 0.64%
$22.11 - $22.43 $287 - $292
2.05K $46K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13
+ 0.65%
$22.77 - $22.94 $296 - $298
2.01K $46K
PARA
Paramount Global

Communication Services
5
+ 0.51%
$10.16 - $12.14 $50.8 - $60.7
994 $11K
IHDG
Wisdomtree Tr

ETFs
2
+ 0.24%
$43.4 - $47.51 $86.8 - $95
848 $36K
Pimco ETF Tr
5.13K
+ 98.43%
N/A
10.3K $0
Wisdomtree Tr
7.9K
+ 47.57%
N/A
24.5K $0
RLI
Rli Corp

Financial Services
19
+ 105.56%
$71.75 - $163.21 $1.36K - $3.1K
37 $2K
RDN
Radian Group Inc

Financial Services
1
+ 1.54%
$30.6 - $34.58 $30.6 - $34.6
66 $2K
VSDA
Victory Portfolios Ii Victorys

ETFs
1
+ 0.77%
$49.77 - $53.06 $49.8 - $53.1
131 $6K
STAG
Stag Industrial, Inc.

Real Estate
1
+ 2.63%
$32.39 - $37.07 $32.4 - $37.1
39 $1K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1
+ 0.81%
$38.99 - $40.37 $39 - $40.4
124 $4K
DOW
Dow Inc.

Basic Materials
13
+ 5.22%
$34.36 - $41.92 $447 - $545
262 $9K
SHYD
Vaneck Short High Yield Muni E

ETFs
1
+ 1.67%
$22.46 - $22.9 $22.5 - $22.9
61 $1K
TEI
Templeton Emerging Markets Income Fund

Financial Services
31
+ 2.6%
$5.15 - $5.57 $160 - $173
1.22K $6K
VUSB
Vanguard Bd Index Fds
3.65K
+ 6.4%
N/A
60.6K $0
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
1
+ 0.53%
$111.29 - $123.42 $111 - $123
190 $21K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1
+ 0.84%
$66.9 - $71.57 $66.9 - $71.6
120 $8K
XLP
Consumer Staples Sector Spdr

ETFs
2
+ 0.1%
N/A
1.91K $145K
Vanguard Malvern Fds
592
+ 30.19%
N/A
2.55K $0
SMG
Scotts Miracle Gro CO

Basic Materials
1
+ 3.7%
$54.76 - $77.7 $54.8 - $77.7
28 $1K
FNDX
Schwab Fundamental U S Large C

ETFs
2
+ 0.48%
$23.03 - $25.01 $46.1 - $50
415 $9K
Te Connectivity PLC
1
+ 0.39%
N/A
258 $0
GTY
Getty Realty Corp

Real Estate
1
+ 1.11%
$29.11 - $31.4 $29.1 - $31.4
91 $2K
Empire St Rlty Op L P
59
+ 0.44%
N/A
13.3K $0
DVY
Ishares Tr

ETFs
1
+ 1.39%
$128.58 - $138.1 $129 - $138
73 $9K
ENB
Enbridge Inc

Energy
1
+ 4.0%
$41.54 - $45.45 $41.5 - $45.5
26 $1K
FDVV
Fidelity High Dividend ETF

ETFs
1
+ 0.58%
$48.86 - $52.28 $48.9 - $52.3
173 $8K
Fidelity Covington Trust
23
+ 0.3%
N/A
7.67K $0
FDL
First Tr Morningstar Dividend

ETFs
1
+ 0.74%
$39.69 - $43.83 $39.7 - $43.8
137 $5K
Fidelity Covington Trust
21
+ 0.73%
N/A
2.91K $0
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1
+ 0.5%
$71.9 - $77.57 $71.9 - $77.6
201 $14K
Ishares Bitcoin Trust ETF
209
+ 48.95%
N/A
636 $0
FSMB
First Tr Et Fd Iii Short Durat

ETFs
2
+ 0.79%
$19.8 - $19.97 $39.6 - $39.9
255 $5K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2
+ 0.65%
$50.17 - $51.45 $100 - $103
312 $15K
FTGC
First Trust Global Tactical CO

ETFs
1
+ 0.44%
$23.95 - $25.86 $24 - $25.9
226 $5K
Ge Vernova Inc
2
+ 0.66%
N/A
303 $0
GNTX
Gentex Corp

Consumer Cyclical
1
+ 1.11%
$23.3 - $28.48 $23.3 - $28.5
91 $2K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3
+ 0.7%
$44.72 - $46.25 $134 - $139
430 $19K
CMS
Cms Energy Corp

Utilities
1
+ 2.0%
$64.99 - $75.11 $65 - $75.1
51 $3K
J P Morgan Exchange Traded F
90.3K
+ 126.12%
N/A
162K $0
CORP
Pimco Investment Grade Corp Bd

ETFs
2
+ 0.7%
$93.89 - $97.32 $188 - $195
287 $27K
American Healthcare Reit Inc
10
+ 0.83%
N/A
1.21K $0
AA
Alcoa Corp

Basic Materials
10
+ 27.03%
$30.5 - $39.53 $305 - $395
47 $1K
OXY
Occidental Petroleum Corp

Energy
2
+ 0.08%
$45.45 - $52.7 $90.9 - $105
2.54K $125K
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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