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
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
BURL
Burlington Stores, Inc.

Consumer Cyclical
15
+ 125.0%
$228.41 - $293.71 $3.43K - $4.41K
27 $6.44M
INCY
Incyte Corp

Healthcare
50
+ 238.1%
$60.0 - $75.26 $3K - $3.76K
71 $4.3M
WPC
W. P. Carey Inc.

Real Estate
12
+ 5.06%
$53.5 - $65.05 $642 - $781
249 $15.7M
ARW
Arrow Electronics Inc

Technology
27
+ 2700.0%
$101.93 - $119.3 $2.75K - $3.22K
28 $2.91M
PSMT
Pricesmart Inc

Consumer Defensive
31
+ 344.44%
$82.4 - $94.86 $2.55K - $2.94K
40 $3.51M
ASH
Ashland Global Holdings Inc

Basic Materials
70
+ 51.47%
$55.87 - $73.16 $3.91K - $5.12K
206 $12.2M
ENSG
Ensign Group, Inc

Healthcare
19
+ 73.08%
$125.4 - $148.86 $2.38K - $2.83K
45 $5.82M
DSGX
Descartes Systems Group Inc

Technology
25
+ 192.31%
$96.4 - $122.5 $2.41K - $3.06K
38 $3.83M
WF
Woori Financial Group Inc.

Financial Services
51
+ 17.59%
$31.09 - $35.8 $1.59K - $1.83K
341 $11.4M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
96
+ 32.0%
$21.77 - $22.56 $2.09K - $2.17K
396 $8.89M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
82
+ 28.77%
$24.73 - $25.62 $2.03K - $2.1K
367 $9.37M
PTC
Ptc Inc.

Technology
35
+ 30.97%
$153.3 - $193.48 $5.37K - $6.77K
148 $22.9M
CPK
Chesapeake Utilities Corp

Utilities
15
+ 55.56%
$116.55 - $130.37 $1.75K - $1.96K
42 $5.39M
HLNE
Hamilton Lane Inc

Financial Services
14
+ 60.87%
$137.87 - $170.18 $1.93K - $2.38K
37 $5.5M
ITUB
Itau Unibanco Holding S.A.

Financial Services
137
+ 5.58%
$4.87 - $6.28 $667 - $860
2.59K $14.2M
K
Kellogg CO

Consumer Defensive
15
+ 2.76%
$81.06 - $82.9 $1.22K - $1.24K
559 $46.1M
LANC
Lancaster Colony Corp

Consumer Defensive
9
+ 3.98%
$166.07 - $196.44 $1.49K - $1.77K
235 $41.1M
JNPR
Juniper Networks Inc

Technology
63
+ 24.42%
$34.38 - $39.03 $2.17K - $2.46K
321 $11.6M
FDS
Factset Research Systems Inc

Financial Services
6
+ 18.18%
$427.5 - $476.51 $2.57K - $2.86K
39 $17.7M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
15
+ 44.12%
$141.31 - $175.89 $2.12K - $2.64K
49 $7.06M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
12
+ 3.72%
$65.49 - $74.67 $786 - $896
335 $24M
HOMB
Home Bancshares Inc

Financial Services
64
+ 62.14%
$27.23 - $31.23 $1.74K - $2K
167 $4.72M
Loar Holdings Inc Com
26
+ 162.5%
N/A
42 $2.97M
NVT
N Vent Electric PLC

Industrials
43
+ 138.71%
$52.42 - $75.4 $2.25K - $3.24K
74 $3.88M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
11
+ 61.11%
$186.55 - $250.04 $2.05K - $2.75K
29 $5.85M
TRGP
Targa Resources Corp.

Energy
6
+ 26.09%
$178.44 - $217.22 $1.07K - $1.3K
29 $5.81M
AAON
Aaon, Inc.

Industrials
27
+ 245.45%
$73.52 - $136.95 $1.99K - $3.7K
38 $2.97M
GFL
Gfl Environmental Inc.

Industrials
29
+ 42.65%
$41.72 - $48.8 $1.21K - $1.42K
97 $4.69M
GPN
Global Payments Inc

Industrials
33
+ 29.2%
$92.18 - $113.03 $3.04K - $3.73K
146 $14.3M
BRBR
Bellring Brands, Inc.

Consumer Defensive
23
+ 17.16%
$65.4 - $79.39 $1.5K - $1.83K
157 $11.7M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
79
+ 33.19%
$12.89 - $15.19 $1.02K - $1.2K
317 $4.71M
VMI
Valmont Industries Inc

Industrials
6
+ 75.0%
$285.37 - $376.98 $1.71K - $2.26K
14 $4M
MORN
Morningstar, Inc.

Financial Services
6
+ 75.0%
$282.49 - $334.73 $1.69K - $2.01K
14 $4.2M
PB
Prosperity Bancshares Inc

Financial Services
23
+ 50.0%
$69.3 - $80.69 $1.59K - $1.86K
69 $4.93M
HLI
Houlihan Lokey, Inc.

Financial Services
12
+ 27.91%
$154.43 - $187.4 $1.85K - $2.25K
55 $8.88M
CNXC
Concentrix Corp

Technology
11
+ 16.92%
$42.45 - $65.04 $467 - $715
76 $4.23M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
13
+ 24.53%
$46.15 - $63.53 $600 - $826
66 $4.06M
UFPI
Ufp Industries Inc

Basic Materials
14
+ 82.35%
$103.91 - $118.67 $1.45K - $1.66K
31 $3.32M
NDAQ
Nasdaq, Inc.

Financial Services
28
+ 5.35%
$72.17 - $83.76 $2.02K - $2.35K
551 $41.8M
ANSS
Ansys Inc

Technology
9
+ 12.5%
$316.56 - $360.36 $2.85K - $3.24K
81 $25.6M
TNL
Travel & Leisure Co.

Consumer Cyclical
33
+ 66.0%
$46.29 - $57.86 $1.53K - $1.91K
83 $3.84M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
18
+ 66.67%
$91.44 - $106.54 $1.65K - $1.92K
45 $4.12M
Boeing CO Dep Shs Repstg 1/20 Th Int Pfd Mandatory Conv Ser A Percent Exp 12/31/88
22
+ 110.0%
N/A
42 $2.51M
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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