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
PHO
Invesco Exchange Traded Fd Tr

ETFs
6.74K
+ 449.27%
$63.77 - $68.75 $430K - $463K
8.24K $532M
LLY
Eli Lilly & CO

Healthcare
169
+ 3.11%
$725.72 - $929.72 $123K - $157K
5.61K $4.63B
CCK
Crown Holdings Inc

Consumer Cyclical
4.54K
+ 158.62%
$78.77 - $91.74 $358K - $417K
7.41K $661M
CG
Carlyle Group Inc.

Financial Services
9.62K
+ 2157.62%
$40.03 - $56.96 $385K - $548K
10.1K $439M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.77K
+ 11.64%
$74.75 - $89.13 $207K - $247K
26.6K $2.22B
LHX
L3 Harris Technologies, Inc.

Industrials
1.99K
+ 28.09%
$194.65 - $222.86 $387K - $443K
9.06K $1.9B
CNHI
Cnh Industrial N.V.

Industrials
31.1K
+ 118.89%
N/A
57.2K $702M
OKE
Oneok Inc

Energy
4.08K
+ 310.51%
$89.57 - $109.85 $365K - $448K
5.39K $535M
VCIT
Vanguard Intermediate Term Cor

ETFs
444
+ 0.18%
$79.17 - $82.04 $35.2K - $36.4K
245K $20.1B
ETN
Eaton Corp PLC

Industrials
3.27K
+ 39.89%
$271.83 - $371.23 $888K - $1.21M
11.5K $3.11B
DG
Dollar General Corp

Consumer Defensive
3.13K
+ 36.32%
$68.44 - $87.93 $214K - $275K
11.8K $1.03B
BDX
Becton Dickinson & CO

Healthcare
1.61K
+ 44.6%
$222.79 - $249.08 $358K - $400K
5.21K $1.19B
KGC
Kinross Gold Corp

Basic Materials
17.3K
+ 37.99%
$9.69 - $12.61 $168K - $219K
62.9K $794M
DGX
Quest Diagnostics Inc

Healthcare
2.16K
+ 667.49%
N/A
2.48K $420M
TTD
Trade Desk, Inc.

Technology
9.39K
+ 380.93%
$53.59 - $126.58 $503K - $1.19M
11.9K $649M
SONY
Sony Group Corp

Technology
2.11K
+ 2.96%
$19.88 - $25.64 $41.9K - $54.1K
73.4K $1.86B
EA
Electronic Arts Inc.

Communication Services
2.53K
+ 38.68%
$116.53 - $146.29 $295K - $370K
9.08K $1.31B
BKF
Ishares Mcsi Bic ETF

ETFs
8.73K
+ 655.9%
$34.86 - $41.56 $304K - $363K
10.1K $403M
SO
Southern CO

Utilities
1.08K
+ 4.1%
$80.96 - $92.96 $87.7K - $101K
27.5K $2.53B
LNG
Cheniere Energy, Inc.

Energy
471
+ 3.23%
$209.32 - $253.66 $98.6K - $119K
15K $3.48B
SHEL
Shell PLC

Energy
938
+ 3.67%
$62.84 - $73.29 $58.9K - $68.7K
26.5K $1.94B
AIG
American International Group, Inc.

Financial Services
692
+ 3.6%
$70.5 - $86.94 $48.8K - $60.2K
19.9K $1.73B
TJX
Tjx Companies Inc

Consumer Cyclical
2.6K
+ 21.33%
$112.81 - $126.16 $293K - $328K
14.8K $1.8B
BLDR
Builders First Source, Inc.

Industrials
2.97K
+ 114.43%
$122.8 - $173.51 $365K - $516K
5.57K $696M
MKC
Mccormick & CO Inc

Consumer Defensive
3.91K
+ 2398.77%
$71.24 - $84.73 $279K - $331K
4.07K $335M
GWRE
Guidewire Software, Inc.

Technology
1.03K
+ 15.47%
$166.74 - $218.22 $172K - $225K
7.71K $1.44B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.03K
+ 0.44%
$76.94 - $78.28 $79K - $80.4K
236K $18.5B
XEL
Xcel Energy Inc

Utilities
2.02K
+ 3.94%
$63.37 - $72.1 $128K - $146K
53.3K $3.78B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
5.49K
+ 89.71%
$52.31 - $54.02 $287K - $297K
11.6K $627M
DIS
Walt Disney CO

Communication Services
5.96K
+ 26.72%
$96.87 - $114.0 $577K - $679K
28.3K $2.79B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
134
+ 1.55%
$208.48 - $244.03 $27.9K - $32.7K
8.75K $2.14B
EXC
Exelon Corp

Utilities
3.09K
+ 16.02%
$37.3 - $46.08 $115K - $142K
22.4K $1.03B
WCC
Wesco International Inc

Industrials
1.93K
+ 4600.0%
$155.3 - $199.95 $300K - $386K
1.97K $307M
VDE
Vanguard Energy ETF

ETFs
2.13K
+ 80.36%
$119.14 - $132.76 $254K - $283K
4.78K $619M
AMAT
Applied Materials Inc

Technology
3.99K
+ 24.78%
$145.06 - $195.51 $578K - $779K
20.1K $2.91B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.23K
+ 1.54%
N/A
147K $9.43B
EFV
Msci Eafe Value ETF

ETFs
1.11K
+ 3.24%
$51.88 - $60.73 $57.5K - $67.3K
35.3K $2.08B
MSM
Msc Industrial Direct CO Inc

Industrials
2.74K
+ 11.09%
$74.45 - $83.08 $204K - $227K
27.4K $2.13B
HES
Hess Corp

Energy
608
+ 8.61%
$135.42 - $160.52 $82.3K - $97.6K
7.67K $1.22B
CI
Cigna Corp

Healthcare
175
+ 4.07%
$274.49 - $329.0 $48K - $57.6K
4.47K $1.47B
Ge Healthcare Technologies Inc Com
3.12K
+ 29.25%
N/A
13.8K $1.11B
AZN
Astrazeneca PLC

Healthcare
1.96K
+ 11.66%
$65.37 - $77.96 $128K - $153K
18.8K $1.38B
BP
Bp PLC

Energy
2.09K
+ 4.32%
$29.93 - $35.31 $62.4K - $73.7K
50.4K $1.7B
Atlassian Corp Cl A
2.73K
+ 27.69%
N/A
12.6K $2.67B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.58K
+ 7.56%
$302.31 - $337.54 $779K - $870K
36.7K $11.2B
VST
Vistra Corp.

Utilities
3.77K
+ 42.7%
$108.49 - $191.89 $409K - $723K
12.6K $1.48B
EFG
Msci Eafe Growth ETF

ETFs
2.04K
+ 11.19%
$96.1 - $106.37 $196K - $217K
20.2K $2.02B
NRG
Nrg Energy, Inc.

Utilities
2.59K
+ 178.58%
$84.82 - $113.33 $220K - $294K
4.05K $386M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.91K
+ 17.64%
$120.29 - $134.6 $350K - $391K
19.4K $2.37B
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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