Td Private Client Wealth LLC New Holdings in Q2 2024

Td Private Client Wealth LLC

  • $3.18 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
361K
New
$495.16 - $548.49 $179M - $198M
361K $196B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.83M
New
$58.24 - $64.51 $165M - $182M
2.83M $181B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.88M
New
$44.15 - $45.75 $127M - $132M
2.88M $131B
IEFA
Ishares Tr

ETFs
1.62M
New
$70.77 - $76.19 $115M - $124M
1.62M $118B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.86M
New
$22.12 - $22.75 $108M - $111M
4.86M $110B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.11M
New
$81.05 - $81.66 $89.9M - $90.6M
1.11M $90.6B
VIG
Vanguard Dividend Appreciation

ETFs
418K
New
$173.33 - $185.29 $72.5M - $77.5M
418K $76.4B
IVV
Ishares Core S&P 500 ETF

ETFs
109K
New
$497.53 - $549.64 $54.3M - $60M
109K $59.8B
VGSH
Vanguard

ETFs
1.03M
New
$57.55 - $58.0 $59M - $59.5M
1.03M $59.5B
MSFT
Microsoft Corp

Technology
120K
New
$389.33 - $452.85 $46.6M - $54.2M
120K $53.7B
IWF
Ishares Russell 1000 Gr ETF

ETFs
133K
New
$316.15 - $367.33 $42M - $48.8M
133K $48.4B
VXF
Vanguard Extended Market ETF

ETFs
284K
New
$161.82 - $174.44 $46M - $49.6M
284K $48B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
361K
New
$113.43 - $115.88 $41M - $41.9M
361K $41.7B
DGRO
Ishares Core Dividend Growth E

ETFs
720K
New
$55.23 - $58.55 $39.8M - $42.2M
720K $41.5B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
122K
New
$286.24 - $337.0 $34.8M - $41M
122K $40.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
83.5K
New
$414.65 - $485.21 $34.6M - $40.5M
83.5K $40B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
76.8K
New
$455.1 - $504.28 $34.9M - $38.7M
76.8K $38.4B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
716K
New
$50.02 - $51.62 $35.8M - $37M
716K $36.7B
IEMG
Ishares Inc

ETFs
645K
New
$50.02 - $54.95 $32.3M - $35.5M
645K $34.5B
NVDA
Nvidia Corp

Technology
267K
New
$118.11 - $1224.4 $31.6M - $327M
267K $33B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
311K
New
$98.66 - $105.11 $30.7M - $32.7M
311K $32B
EFA
Ishares Tr Msci Eafe ETF

ETFs
404K
New
$76.09 - $82.16 $30.7M - $33.2M
404K $31.6B
VUG
Vanguard Growth ETF

ETFs
80.5K
New
$322.46 - $377.11 $25.9M - $30.3M
80.5K $30.1B
VTV
Vanguard Value ETF

ETFs
187K
New
$154.57 - $163.65 $28.9M - $30.6M
187K $30B
IVW
Ishares S&P 500 Growth ETF

ETFs
315K
New
$79.31 - $93.31 $25M - $29.4M
315K $29.1B
AMZN
Amazon Com Inc

Consumer Cyclical
137K
New
$173.67 - $197.85 $23.7M - $27M
137K $26.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
405K
New
$56.43 - $60.79 $22.8M - $24.6M
405K $23.7B
GOOGL
Alphabet Inc.

Communication Services
118K
New
$150.53 - $185.41 $17.8M - $22M
118K $21.6B
AAPL
Apple Inc.

Technology
100K
New
$165.0 - $216.67 $16.6M - $21.7M
100K $21.1B
IWD
Ishares Russell 1000 Val ETF

ETFs
119K
New
$169.4 - $179.05 $20.2M - $21.3M
119K $20.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
261K
New
$75.81 - $80.15 $19.8M - $20.9M
261K $20.3B
META
Meta Platforms, Inc.

Communication Services
40.2K
New
$430.17 - $527.34 $17.3M - $21.2M
40.2K $20.3B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
247K
New
$75.81 - $76.76 $18.7M - $19M
247K $19B
JPM
Jpmorgan Chase & CO

Financial Services
92.7K
New
$180.08 - $204.79 $16.7M - $19M
92.7K $18.8B
LQD
Ishares Iboxx $ Investment Gra

ETFs
175K
New
$104.54 - $108.46 $18.3M - $18.9M
175K $18.7B
IVE
Ishares S&P 500 Value ETF

ETFs
102K
New
$176.58 - $186.7 $18M - $19.1M
102K $18.6B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
204K
New
$85.39 - $90.42 $17.5M - $18.5M
204K $18B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
131K
New
$124.6 - $132.46 $16.3M - $17.4M
131K $16.7B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
321K
New
$50.64 - $51.3 $16.3M - $16.5M
321K $16.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
153K
New
$102.13 - $110.88 $15.7M - $17M
153K $16.4B
VCIT
Vanguard Intermediate Term Cor

ETFs
202K
New
$77.99 - $80.49 $15.7M - $16.2M
202K $16.1B
IEF
Ishares Barclays

ETFs
167K
New
$91.24 - $94.6 $15.3M - $15.8M
167K $15.7B
CVX
Chevron Corp

Energy
80.3K
New
$152.57 - $166.33 $12.2M - $13.4M
80.3K $12.6B
IWM
Ishares Russell 2000 ETF

ETFs
61.6K
New
$192.84 - $209.44 $11.9M - $12.9M
61.6K $12.5B
ABBV
Abb Vie Inc.

Healthcare
70.7K
New
$154.79 - $180.76 $10.9M - $12.8M
70.7K $12.1B
VO
Vanguard Mid Cap ETF

ETFs
49.9K
New
$234.99 - $248.98 $11.7M - $12.4M
49.9K $12.1B
PM
Philip Morris International Inc.

Consumer Defensive
114K
New
$88.6 - $104.24 $10.1M - $11.8M
114K $11.5B
V
Visa Inc.

Financial Services
42.8K
New
$262.47 - $281.5 $11.2M - $12.1M
42.8K $11.2B
VGT
Vanguard Information Technolog

ETFs
19.1K
New
$479.9 - $588.82 $9.17M - $11.3M
19.1K $11B
Activity Summary
Buys All Purchases 1216 New Holdings 1216 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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