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
VV
Vanguard Large Cap ETF

ETFs
1.24K
+ 21.34%
$253.32 - $282.66 $313K - $349K
7.02K $1.8B
VEEV
Veeva Systems Inc

Healthcare
339
+ 4.47%
$210.58 - $246.8 $71.4K - $83.7K
7.92K $1.83B
UNP
Union Pacific Corp

Industrials
200
+ 0.9%
$225.21 - $254.42 $45K - $50.9K
22.5K $5.33B
NEE
Nextera Energy Inc

Utilities
4.37K
+ 4.39%
$66.96 - $76.16 $293K - $333K
104K $7.36B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.18K
+ 802.94%
$96.18 - $109.82 $210K - $240K
2.46K $251M
AMCR
Amcor PLC

Consumer Cyclical
19.4K
+ 16.57%
$9.33 - $10.39 $181K - $201K
136K $1.32B
HON
Honeywell International Inc

Industrials
2.06K
+ 13.26%
$202.75 - $226.52 $417K - $466K
17.6K $3.72B
EVR
Evercore Inc.

Financial Services
1.53K
+ 132.58%
$190.28 - $291.27 $291K - $446K
2.68K $536M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.54K
+ 30.75%
$22.46 - $23.26 $192K - $199K
36.3K $840M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.19K
+ 71.1%
$94.86 - $97.12 $207K - $212K
5.26K $501M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.08K
+ 9.57%
$82.81 - $92.93 $338K - $379K
46.7K $3.98B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.43K
+ 550.0%
$82.81 - $96.53 $201K - $235K
2.87K $241M
KLAC
Kla Corp

Technology
73
+ 2.46%
$636.62 - $777.63 $46.5K - $56.8K
3.04K $2.07B
SHW
Sherwin Williams CO

Basic Materials
457
+ 11.41%
$330.16 - $365.55 $151K - $167K
4.46K $1.56B
CNC
Centene Corp

Healthcare
3.13K
+ 415.14%
$55.93 - $65.89 $175K - $206K
3.88K $235M
NSC
Norfolk Southern Corp

Industrials
748
+ 13.51%
$227.69 - $259.76 $170K - $194K
6.28K $1.49B
MBB
Ishares Tr

ETFs
1.85K
+ 34.86%
$90.37 - $94.08 $167K - $174K
7.14K $670M
Gsk PLC Sponsored Adr New
4.38K
+ 160.79%
N/A
7.11K $275M
Sitio Royalties Corp New Com Cl A
7.81K
+ 19.86%
N/A
47.1K $936M
COP
Conocophillips

Energy
464
+ 2.14%
$88.6 - $105.85 $41.1K - $49.1K
22.2K $2.33B
CTSH
Cognizant Technology Solutions Corp

Technology
2.38K
+ 14.59%
$75.32 - $90.7 $179K - $216K
18.7K $1.43B
COST
Costco Wholesale Corp

Consumer Defensive
96
+ 3.42%
$890.62 - $1076.86 $85.5K - $103K
2.9K $2.74B
UTHR
United Therapeutics Corp

Healthcare
1.09K
+ 29.75%
$304.42 - $380.78 $332K - $416K
4.76K $1.47B
DVA
Davita Inc.

Healthcare
1.02K
+ 21.65%
$140.0 - $177.35 $142K - $180K
5.7K $872M
LYG
Lloyds Banking Group PLC

Financial Services
39.3K
+ 207.52%
$2.58 - $3.9 $101K - $153K
58.2K $222M
APO
Apollo Global Management, Inc.

Financial Services
3.86K
+ 30.43%
$126.01 - $172.06 $486K - $663K
16.5K $2.26B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.14K
+ 7.99%
$67.08 - $76.14 $76.3K - $86.6K
15.4K $1.13B
MET
Metlife Inc

Financial Services
3.26K
+ 5.42%
$77.7 - $87.0 $253K - $283K
63.4K $5.09B
SYK
Stryker Corp

Healthcare
272
+ 5.27%
$355.18 - $399.9 $96.6K - $109K
5.43K $2.02B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.26K
+ 17.41%
$97.25 - $104.79 $123K - $132K
8.51K $883M
MRK
Merck & Co., Inc.

Healthcare
9.26K
+ 13.43%
$83.01 - $101.02 $769K - $935K
78.2K $7.02B
FNF
Fidelity National Financial, Inc.

Financial Services
702
+ 5.44%
$54.25 - $65.27 $38.1K - $45.8K
13.6K $886M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.61K
+ 3.63%
$57.44 - $59.4 $92.7K - $95.8K
46.1K $2.74B
C
Citigroup Inc

Financial Services
1.87K
+ 4.81%
$67.23 - $84.63 $126K - $158K
40.7K $2.89B
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
220
+ 1.67%
$73.71 - $87.55 $16.2K - $19.3K
13.4K $1.16B
NEM
Newmont Corp

Basic Materials
2.83K
+ 226.84%
$37.79 - $48.39 $107K - $137K
4.08K $197M
RS
Reliance Steel & Aluminum CO

Basic Materials
284
+ 8.25%
$266.61 - $302.66 $75.7K - $86K
3.73K $1.08B
TIP
Ishares Tr Tips Bd ETF

ETFs
646
+ 3.98%
$106.22 - $111.09 $68.6K - $71.8K
16.9K $1.88B
EXEL
Exelixis, Inc.

Healthcare
2.95K
+ 29.52%
$32.38 - $39.16 $95.5K - $116K
12.9K $478M
PEAK
Healthpeak Properties, Inc.

Real Estate
7.03K
+ 67.42%
N/A
17.5K $353M
IFF
International Flavors & Fragrances Inc

Basic Materials
2.22K
+ 48.67%
$76.48 - $87.72 $169K - $194K
6.77K $525M
OPCH
Option Care Health, Inc.

Healthcare
2.49K
+ 56.75%
$22.7 - $35.2 $56.4K - $87.5K
6.87K $240M
EOG
Eog Resources Inc

Energy
788
+ 13.62%
$120.54 - $138.05 $95K - $109K
6.57K $843M
SNA
Snap On Inc

Industrials
472
+ 4.32%
$324.09 - $358.62 $153K - $169K
11.4K $3.84B
MWA
Mueller Water Products, Inc.

Industrials
4.46K
+ 82.41%
$21.65 - $28.24 $96.5K - $126K
9.87K $251M
ED
Consolidated Edison Inc

Utilities
703
+ 29.94%
$88.0 - $110.59 $61.9K - $77.7K
3.05K $337M
THG
Hanover Insurance Group, Inc.

Financial Services
601
+ 53.8%
$147.13 - $174.61 $88.4K - $105K
1.72K $299M
MPC
Marathon Petroleum Corp

Energy
632
+ 11.7%
$134.72 - $159.03 $85.1K - $101K
6.04K $879M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.63K
+ 22.17%
$78.0 - $84.37 $127K - $138K
8.99K $718M
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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