Td Private Client Wealth LLC Purchases in Q1 2025

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
197
New
$23.32 - $23.84 $4.59K - $4.7K
197 $4.61M
ROIV
Roivant Sciences Ltd.

Healthcare
454
New
$10.09 - $12.08 $4.58K - $5.48K
454 $4.58M
MRNA
Moderna, Inc.

Healthcare
176
+ 475.68%
$28.35 - $47.53 $4.99K - $8.37K
213 $6.04M
BWXT
Bwx Technologies, Inc.

Industrials
48
+ 160.0%
$96.59 - $128.46 $4.64K - $6.17K
78 $7.7M
MSTR
Microstrategy Inc

Technology
15
New
$239.27 - $396.5 $3.59K - $5.95K
15 $4.32M
RWR
Spdr Dow Jones Reit ETF

ETFs
41
+ 4.14%
$95.15 - $104.06 $3.9K - $4.27K
1.03K $102M
MTD
Mettler Toledo International Inc

Healthcare
11
+ 5.42%
$1177.09 - $1390.0 $12.9K - $15.3K
214 $253M
WSM
Williams Sonoma Inc

Consumer Cyclical
27
New
$158.1 - $217.71 $4.27K - $5.88K
27 $4.27M
G
Genpact LTD

Technology
16
+ 3.52%
$42.88 - $55.54 $686 - $889
470 $23.7M
AIT
Applied Industrial Technologies Inc

Industrials
82
+ 8.06%
$218.93 - $269.18 $18K - $22.1K
1.1K $248M
Cava Group Inc Com
47
New
N/A
47 $4.06M
LSTR
Landstar System Inc

Industrials
131
+ 18.14%
$146.63 - $177.82 $19.2K - $23.3K
853 $128M
GATX
Gatx Corp

Industrials
26
New
$149.94 - $167.38 $3.9K - $4.35K
26 $4.04M
E
Eni Spa

Energy
14
+ 1.39%
$27.51 - $31.47 $385 - $441
1.02K $31.5M
HSBC
Hsbc Holdings PLC

Financial Services
44
+ 23.66%
$48.68 - $61.58 $2.14K - $2.71K
230 $13.2M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
22
+ 1.08%
$9.19 - $12.93 $202 - $284
2.06K $23M
EXP
Eagle Materials Inc

Basic Materials
161
+ 12.55%
$207.49 - $262.13 $33.4K - $42.2K
1.44K $320M
RNR
Renaissancere Holdings LTD

Financial Services
16
+ 800.0%
$226.55 - $263.22 $3.62K - $4.21K
18 $4.32M
EL
Estee Lauder Companies Inc

Consumer Defensive
66
+ 91.67%
$64.26 - $85.48 $4.24K - $5.64K
138 $9.11M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
46
New
$80.4 - $106.5 $3.7K - $4.9K
46 $3.7M
SNOW
Snowflake Inc.

Technology
68
+ 8.9%
$146.16 - $192.78 $9.94K - $13.1K
832 $122M
TAP
Molson Coors Beverage CO

Consumer Defensive
39
+ 11.05%
$52.44 - $62.91 $2.05K - $2.45K
392 $23.9M
L
Loews Corp

Financial Services
5
+ 1.14%
$81.13 - $91.91 $406 - $460
443 $40.7M
VMC
Vulcan Materials CO

Basic Materials
199
+ 11.12%
$220.9 - $277.54 $44K - $55.2K
1.99K $464M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
133
New
$25.9 - $31.26 $3.44K - $4.16K
133 $3.56M
SBAC
Sba Communications Corp

Real Estate
6
+ 4.41%
$192.76 - $224.91 $1.16K - $1.35K
142 $31.2M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
23
New
$132.75 - $177.12 $3.05K - $4.07K
23 $3.51M
CASH
Meta Financial Group Inc

Financial Services
48
New
$69.94 - $81.54 $3.36K - $3.91K
48 $3.5M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
24
+ 64.86%
$166.63 - $185.86 $4K - $4.46K
61 $10.2M
UNF
Unifirst Corp

Industrials
12
+ 2.58%
$169.33 - $230.5 $2.03K - $2.77K
477 $83M
TRNO
Terreno Realty Corp

Real Estate
49
+ 70.0%
$57.4 - $68.5 $2.81K - $3.36K
119 $7.52M
USRT
Ishares Core U.S. Reit ETF

ETFs
52
+ 3.96%
$55.14 - $60.29 $2.87K - $3.14K
1.37K $78.7M
STLD
Steel Dynamics Inc

Basic Materials
15
+ 11.03%
N/A
151 $18.9M
DKNG
Draft Kings Inc.

Consumer Cyclical
146
+ 39.25%
$33.21 - $53.49 $4.85K - $7.81K
518 $17.2M
TPL
Texas Pacific Land Corp

Energy
2
+ 66.67%
$1180.08 - $1431.01 $2.36K - $2.86K
5 $6.63M
UNM
Unum Group

Financial Services
7
+ 2.21%
$71.8 - $83.34 $503 - $583
324 $26.4M
COOP
Mr. Cooper Group Inc.

Financial Services
27
New
$91.4 - $119.6 $2.47K - $3.23K
27 $3.23M
ATO
Atmos Energy Corp

Utilities
7
+ 5.04%
$136.51 - $154.58 $956 - $1.08K
146 $22.6M
FOUR
Shift4 Payments, Inc.

Technology
42
+ 381.82%
$81.71 - $125.66 $3.43K - $5.28K
53 $4.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.49K
+ 6.27%
$25.58 - $29.24 $38.1K - $43.5K
25.2K $661M
SAN
Banco Santander, S.A.

Financial Services
266
+ 42.02%
$4.46 - $7.14 $1.19K - $1.9K
899 $6.02M
CHX
Champion X Corp

Energy
99
+ 141.43%
$27.3 - $31.27 $2.7K - $3.1K
169 $5.04M
NEU
Newmarket Corp

Basic Materials
1
+ 1.52%
$482.93 - $570.11 $483 - $570
67 $38M
BROS
Dutch Bros Inc.

Consumer Cyclical
46
+ 184.0%
$55.77 - $85.37 $2.57K - $3.93K
71 $4.38M
INDB
Independent Bank Corp

Financial Services
49
New
$60.31 - $70.29 $2.96K - $3.44K
49 $3.07M
VIRT
Virtu Financial, Inc.

Financial Services
80
New
$34.19 - $40.96 $2.74K - $3.28K
80 $3.05M
LNTH
Lantheus Holdings, Inc.

Healthcare
31
New
$78.23 - $110.01 $2.43K - $3.41K
31 $3.03M
DRS
Leonardo Drs, Inc.
92
New
N/A
92 $3.03M
BURL
Burlington Stores, Inc.

Consumer Cyclical
15
+ 125.0%
$228.41 - $293.71 $3.43K - $4.41K
27 $6.44M
Activity Summary
Buys All Purchases 846 New Holdings 184 Increased Positions 662 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
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