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
IWP
Ishares Russell Mid Cap Growth

ETFs
2.63K
+ 6.62%
$114.9 - $139.6 $302K - $367K
42.3K $4.97B
NKE
Nike, Inc.

Consumer Cyclical
367
+ 5.38%
$63.29 - $81.72 $23.2K - $30K
7.19K $456M
TFC
Truist Financial Corp

Financial Services
2.58K
+ 3.39%
$39.48 - $48.15 $102K - $124K
78.6K $3.23B
SQ
Block, Inc.

Technology
131
+ 5.53%
$54.04 - $92.95 $7.08K - $12.2K
2.5K $136M
SEE
Sealed Air Corp

Consumer Cyclical
1.52K
+ 6.79%
$28.9 - $35.65 $43.9K - $54.2K
23.9K $691M
Fortrea Hldgs Inc Com
281
+ 4.46%
N/A
6.58K $49.7M
SHOP
Shopify Inc.

Technology
1.11K
+ 6.82%
$90.59 - $129.31 $101K - $144K
17.4K $1.66B
EME
Emcor Group, Inc.

Industrials
55
+ 5.06%
$361.16 - $535.99 $19.9K - $29.5K
1.14K $422M
TRU
Trans Union

Industrials
466
+ 4.08%
$80.45 - $100.25 $37.5K - $46.7K
11.9K $987M
CAT
Caterpillar Inc

Industrials
69
+ 2.34%
$326.75 - $407.63 $22.5K - $28.1K
3.02K $996M
IJS
Ishares S&P Smallcap 600 Value

ETFs
205
+ 2.02%
$96.3 - $112.23 $19.7K - $23K
10.4K $1.01B
ABNB
Airbnb, Inc.

Consumer Cyclical
25
+ 0.29%
$119.38 - $161.42 $2.98K - $4.04K
8.53K $1.02B
CM
Canadian Imperial Bank Of Commerce

Financial Services
398
+ 2.12%
$55.05 - $64.52 $21.9K - $25.7K
19.2K $1.08B
IRM
Iron Mountain Inc

Real Estate
9
+ 0.15%
$82.79 - $111.31 $745 - $1K
6K $516M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.89K
+ 10.88%
$47.79 - $59.89 $138K - $173K
29.5K $1.48B
ARES
Ares Management Corp

Financial Services
383
+ 5.98%
$140.19 - $198.28 $53.7K - $75.9K
6.79K $996M
SCHX
Schwab Strategic Tr Us Large C

ETFs
653
+ 0.4%
$21.75 - $24.28 $14.2K - $15.9K
165K $3.64B
IT
Gartner Inc

Technology
37
+ 1.27%
$418.25 - $548.38 $15.5K - $20.3K
2.94K $1.23B
ADI
Analog Devices Inc

Technology
188
+ 0.95%
$201.56 - $243.82 $37.9K - $45.8K
20K $4.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.12K
+ 4.36%
$507.05 - $563.67 $1.58M - $1.76M
74.8K $38.4B
LII
Lennox International Inc

Industrials
144
+ 2.6%
$553.05 - $666.93 $79.6K - $96K
5.67K $3.18B
HBAN
Huntington Bancshares Inc

Financial Services
4.02K
+ 1.88%
$14.28 - $17.39 $57.4K - $69.9K
218K $3.27B
FCNCA
First Citizens Bancshares Inc

Financial Services
20
+ 2.02%
$1728.36 - $2231.14 $34.6K - $44.6K
1.01K $1.87B
ADSK
Autodesk, Inc.

Technology
75
+ 0.96%
N/A
7.85K $2.06B
CMI
Cummins Inc

Industrials
1.03K
+ 6.33%
$312.92 - $386.07 $322K - $397K
17.3K $5.41B
EMR
Emerson Electric CO

Industrials
2.45K
+ 6.03%
$108.64 - $131.17 $266K - $321K
43K $4.72B
WST
West Pharmaceutical Services Inc

Healthcare
648
+ 14.27%
$199.11 - $347.87 $129K - $225K
5.19K $1.16B
Lazard Inc Com
4.86K
+ 7.25%
N/A
71.9K $3.11B
HD
Home Depot, Inc.

Consumer Cyclical
232
+ 1.22%
$347.25 - $424.87 $80.6K - $98.6K
19.2K $7.04B
PNC
Pnc Financial Services Group, Inc.

Financial Services
998
+ 3.27%
$168.84 - $202.89 $169K - $202K
31.5K $5.53B
GOOG
Alphabet Inc.

Communication Services
5.01K
+ 14.97%
$156.06 - $207.71 $782K - $1.04M
38.5K $6.01B
Arista Networks Inc Com New
1.39K
+ 7.63%
N/A
19.6K $1.52B
TER
Teradyne, Inc

Technology
117
+ 0.95%
$82.6 - $140.0 $9.66K - $16.4K
12.5K $1.03B
VGT
Vanguard Information Technolog

ETFs
1.18K
+ 6.54%
$542.38 - $646.34 $637K - $759K
19.1K $10.4B
USB
Us Bancorp \De\

Financial Services
5.63K
+ 2.84%
$40.92 - $50.9 $231K - $287K
204K $8.6B
VXF
Vanguard Extended Market ETF

ETFs
31.8K
+ 8.69%
$170.36 - $201.04 $5.41M - $6.39M
397K $68.4B
KKR
Kkr & Co. Inc.

Financial Services
1.34K
+ 3.31%
$108.17 - $167.07 $145K - $224K
41.8K $4.83B
CRM
Salesforce, Inc.

Technology
2.8K
+ 9.52%
$268.36 - $359.95 $750K - $1.01M
32.2K $8.64B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
961
+ 0.64%
$102.49 - $119.96 $98.5K - $115K
150K $15.7B
AMZN
Amazon Com Inc

Consumer Cyclical
14K
+ 9.76%
$190.26 - $242.06 $2.67M - $3.39M
158K $30B
AAPL
Apple Inc.

Technology
2.74K
+ 2.38%
$209.68 - $247.1 $574K - $677K
118K $26.1B
MSFT
Microsoft Corp

Technology
5.91K
+ 4.98%
$375.39 - $447.2 $2.22M - $2.64M
125K $46.8B
AVGO
Broadcom Inc.

Technology
3.22K
+ 5.42%
$167.43 - $244.7 $538K - $787K
62.6K $10.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.93K
+ 2.33%
$551.42 - $612.93 $4.37M - $4.86M
349K $195B
NVDA
Nvidia Corp

Technology
6.54K
+ 2.75%
$106.98 - $149.43 $700K - $978K
245K $26.5B
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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