Td Private Client Wealth LLC Incresed Positions in Q1 2025

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
274K
+ 12.33%
$69.57 - $78.65 $19M - $21.5M
2.49M $189B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
306K
+ 8.45%
$44.68 - $46.49 $13.7M - $14.2M
3.92M $182B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
409K
+ 11.33%
$64.88 - $72.1 $26.6M - $29.5M
4.02M $265B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
173K
+ 15.44%
$50.82 - $52.7 $8.77M - $9.09M
1.29M $67.8B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
414K
+ 7.27%
$22.25 - $23.0 $9.21M - $9.52M
6.1M $140B
DGRO
Ishares Core Dividend Growth E

ETFs
147K
+ 15.05%
$60.46 - $64.42 $8.88M - $9.46M
1.12M $69.4B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
104K
+ 23.52%
$51.52 - $52.37 $5.36M - $5.45M
546K $28.6B
VGSH
Vanguard

ETFs
86.6K
+ 6.87%
$58.07 - $58.69 $5.03M - $5.08M
1.35M $79B
TLT
Ishares Barclays 20+ Year Trea

ETFs
37.7K
+ 7.64%
$85.29 - $92.57 $3.21M - $3.49M
531K $48.3B
PM
Philip Morris International Inc.

Consumer Defensive
1.88K
+ 1.67%
$117.15 - $158.79 $220K - $298K
114K $18.1B
ABBV
Abb Vie Inc.

Healthcare
10.6K
+ 15.52%
$169.2 - $216.66 $1.8M - $2.3M
79K $16.5B
IEMG
Ishares Inc

ETFs
57.8K
+ 8.08%
N/A
773K $41.7B
MDT
Medtronic PLC

Healthcare
40.2K
+ 68.9%
$79.84 - $94.5 $3.21M - $3.79M
98.4K $8.84B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
26.8K
+ 17.13%
$333.37 - $384.99 $8.92M - $10.3M
183K $61.2B
CVS
Cvs Health Corp

Healthcare
47.6K
+ 152.4%
$44.22 - $68.64 $2.11M - $3.27M
78.9K $5.35B
FISV
Fiserv Inc

Technology
15.7K
+ 354.21%
N/A
20.2K $4.45B
GLD
Spdr Gold Trust

ETFs
5.18K
+ 13.1%
$243.19 - $288.14 $1.26M - $1.49M
44.7K $12.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
176K
+ 38.05%
$24.91 - $29.02 $4.37M - $5.1M
637K $16B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.4K
+ 5.91%
$95.85 - $99.25 $2.15M - $2.22M
401K $39.7B
NFLX
Netflix Inc

Communication Services
2.78K
+ 54.47%
$828.4 - $1058.6 $2.31M - $2.95M
7.89K $7.36B
MCD
Mcdonalds Corp

Consumer Cyclical
8.1K
+ 214.48%
$279.74 - $321.29 $2.27M - $2.6M
11.9K $3.71B
PLD
Prologis, Inc.

Real Estate
17.4K
+ 25.65%
$103.59 - $124.04 $1.81M - $2.16M
85.4K $9.55B
CVX
Chevron Corp

Energy
4.15K
+ 5.63%
$146.71 - $167.97 $609K - $698K
78K $13B
KO
Coca Cola CO

Consumer Defensive
21.2K
+ 26.6%
$60.81 - $72.32 $1.29M - $1.53M
101K $7.22B
JNJ
Johnson & Johnson

Healthcare
5.5K
+ 9.75%
$142.06 - $167.7 $781K - $923K
61.9K $10.3B
SUB
Ishares Short Term National Mu

ETFs
17.6K
+ 35.15%
$105.3 - $106.24 $1.86M - $1.87M
67.8K $7.16B
UPS
United Parcel Service Inc

Industrials
18.8K
+ 142.67%
$109.66 - $136.26 $2.06M - $2.56M
32K $3.51B
VZ
Verizon Communications Inc

Communication Services
7.99K
+ 3.06%
$37.81 - $46.49 $302K - $372K
269K $12.2B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
21.6K
+ 17.85%
$66.9 - $71.57 $1.44M - $1.54M
142K $10B
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.8K
+ 6.95%
$105.1 - $109.61 $1.35M - $1.41M
198K $21.5B
XOM
Exxon Mobil Corp

Energy
10.6K
+ 25.75%
$105.44 - $118.93 $1.12M - $1.27M
52K $6.18B
Ge Vernova Inc Com
5.78K
+ 153.25%
N/A
9.55K $2.91B
AEP
American Electric Power CO Inc

Utilities
4.16K
+ 5.91%
$90.32 - $109.27 $376K - $454K
74.5K $8.14B
AMGN
Amgen Inc

Healthcare
1.48K
+ 6.52%
$258.59 - $327.36 $381K - $483K
24.1K $7.51B
Kenvue Inc Com
34.7K
+ 12.39%
N/A
314K $7.54B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37K
+ 4.53%
$27.01 - $28.54 $1M - $1.06M
854K $23.9B
MKL
Markel Corp

Financial Services
758
+ 85.94%
$1660.14 - $2059.83 $1.26M - $1.56M
1.64K $3.07B
BND
Vanguard Bd Index Fd Inc Total

ETFs
18.2K
+ 14.2%
$71.17 - $73.66 $1.3M - $1.34M
147K $10.8B
SNY
Sanofi

Healthcare
15.5K
+ 16.64%
$48.15 - $59.42 $745K - $920K
109K $6.02B
PH
Parker Hannifin Corp

Industrials
2.56K
+ 181.1%
$591.65 - $707.05 $1.51M - $1.81M
3.97K $2.41B
VONG
Vanguard Russell 1000 Growth E

ETFs
32.6K
+ 22.28%
$92.71 - $107.38 $3.02M - $3.5M
179K $16.6B
VO
Vanguard Mid Cap ETF

ETFs
6.69K
+ 13.88%
$251.87 - $277.95 $1.68M - $1.86M
54.8K $14.2B
NGG
National Grid PLC

Utilities
17.1K
+ 33.5%
$56.13 - $65.61 $961K - $1.12M
68.2K $4.48B
ISRG
Intuitive Surgical Inc

Healthcare
2.84K
+ 71.31%
$476.63 - $610.45 $1.36M - $1.74M
6.83K $3.38B
HYLB
Xtrackers Usd High Yield Corp

ETFs
34.9K
+ 19.04%
$35.96 - $36.72 $1.26M - $1.28M
218K $7.9B
CBRE
Cbre Group, Inc.

Real Estate
9.5K
+ 293.88%
$121.79 - $147.13 $1.16M - $1.4M
12.7K $1.67B
FE
Firstenergy Corp

Utilities
29.8K
+ 174.67%
$37.95 - $43.5 $1.13M - $1.3M
46.8K $1.89B
SCHW
Schwab Charles Corp

Financial Services
14.9K
+ 307.15%
$71.24 - $83.64 $1.06M - $1.25M
19.8K $1.55B
NI
Nisource Inc.

Utilities
28.7K
+ 299.21%
$35.57 - $41.23 $1.02M - $1.18M
38.3K $1.53B
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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