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
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
228K
New
$46.84 - $47.32 $10.7M - $10.8M
228K $10.8B
LLY
Eli Lilly & CO

Healthcare
11.9K
New
$724.87 - $909.04 $8.61M - $10.8M
11.9K $10.8B
MRK
Merck & Co., Inc.

Healthcare
86.7K
New
$123.8 - $132.96 $10.7M - $11.5M
86.7K $10.7B
VZ
Verizon Communications Inc

Communication Services
256K
New
$38.6 - $42.84 $9.87M - $11M
256K $10.5B
AVGO
Broadcom Inc.

Technology
6.49K
New
$1204.71 - $1828.87 $7.81M - $11.9M
6.49K $10.4B
UNH
Unitedhealth Group Inc

Healthcare
20.2K
New
$439.2 - $524.63 $8.88M - $10.6M
20.2K $10.3B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
110K
New
$91.3 - $93.01 $10M - $10.2M
110K $10.2B
VONG
Vanguard Russell 1000 Growth E

ETFs
106K
New
$81.38 - $94.58 $8.63M - $10M
106K $9.95B
BND
Vanguard Bd Index Fd Inc Total

ETFs
136K
New
$70.55 - $72.66 $9.57M - $9.86M
136K $9.77B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
130K
New
$73.13 - $75.43 $9.47M - $9.77M
130K $9.7B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
96K
New
$95.11 - $97.92 $9.13M - $9.4M
96K $9.32B
SHV
Ishares Tr

ETFs
78.2K
New
$110.04 - $110.51 $8.6M - $8.64M
78.2K $8.64B
SCHG
Schwab Strategic Tr Us Large C

ETFs
84.9K
New
$87.04 - $101.61 $7.39M - $8.63M
84.9K $8.56B
MA
Mastercard Inc

Financial Services
18.2K
New
$441.1 - $479.43 $8.02M - $8.72M
18.2K $8.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19.5K
New
$396.73 - $420.24 $7.75M - $8.21M
19.5K $7.95B
IDV
Ishares Tr

ETFs
277K
New
$26.94 - $30.1 $7.47M - $8.35M
277K $7.67B
IWB
Ishares Tr Russell 1000 ETF

ETFs
25.5K
New
$272.21 - $298.72 $6.94M - $7.62M
25.5K $7.59B
AMGN
Amgen Inc

Healthcare
24K
New
$262.75 - $319.31 $6.31M - $7.67M
24K $7.5B
WMT
Walmart Inc.

Consumer Defensive
110K
New
$58.85 - $68.9 $6.48M - $7.59M
110K $7.46B
USB
Us Bancorp \De\

Financial Services
187K
New
$38.45 - $43.95 $7.19M - $8.22M
187K $7.43B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
105K
New
$67.85 - $72.06 $7.1M - $7.54M
105K $7.36B
PG
Procter & Gamble CO

Consumer Defensive
43.7K
New
$155.33 - $168.56 $6.78M - $7.36M
43.7K $7.2B
GLD
Spdr Gold Trust

ETFs
33.1K
New
$207.82 - $224.56 $6.87M - $7.43M
33.1K $7.11B
VB
Vanguard Small Cap ETF

ETFs
32.3K
New
$210.76 - $226.94 $6.81M - $7.33M
32.3K $7.04B
Linde PLC New Shs Isin#Ie000 S9 Ys762
15.9K
New
N/A
15.9K $6.99B
NEE
Nextera Energy Inc

Utilities
96.4K
New
$61.7 - $80.02 $5.94M - $7.71M
96.4K $6.82B
AEP
American Electric Power CO Inc

Utilities
77K
New
$79.51 - $92.67 $6.12M - $7.13M
77K $6.75B
GOOG
Alphabet Inc.

Communication Services
35.2K
New
$151.94 - $186.86 $5.35M - $6.58M
35.2K $6.46B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
139K
New
$45.15 - $46.21 $6.29M - $6.43M
139K $6.37B
WFC
Wells Fargo & Company

Financial Services
101K
New
$56.41 - $62.34 $5.71M - $6.31M
101K $6.01B
DUK
Duke Energy Corp

Utilities
59.3K
New
$92.87 - $104.6 $5.5M - $6.2M
59.3K $5.94B
PLD
Prologis, Inc.

Real Estate
52.6K
New
$101.88 - $127.92 $5.36M - $6.72M
52.6K $5.9B
ASML
Asml Holding Nv

Technology
5.77K
New
$852.84 - $1068.86 $4.92M - $6.17M
5.77K $5.9B
INTU
Intuit Inc

Technology
8.98K
New
$562.97 - $670.27 $5.05M - $6.02M
8.98K $5.9B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
117K
New
$49.55 - $50.44 $5.81M - $5.92M
117K $5.88B
VTI
Vanguard Total Stock Market Et

ETFs
21.6K
New
$245.23 - $269.4 $5.3M - $5.83M
21.6K $5.79B
HD
Home Depot, Inc.

Consumer Cyclical
16.4K
New
$325.1 - $368.03 $5.34M - $6.04M
16.4K $5.65B
CMCSA
Comcast Corp

Communication Services
142K
New
$36.9 - $42.28 $5.23M - $5.99M
142K $5.55B
KLAC
Kla Corp

Technology
6.68K
New
$628.16 - $863.31 $4.2M - $5.77M
6.68K $5.51B
BAC
Bank Of America Corp

Financial Services
135K
New
$34.68 - $40.02 $4.68M - $5.41M
135K $5.37B
AMAT
Applied Materials Inc

Technology
22.5K
New
$189.46 - $247.83 $4.26M - $5.57M
22.5K $5.3B
SNY
Sanofi

Healthcare
108K
New
$45.39 - $50.36 $4.91M - $5.45M
108K $5.25B
LMT
Lockheed Martin Corp

Industrials
11.2K
New
$447.57 - $471.51 $5M - $5.27M
11.2K $5.22B
CDNS
Cadence Design Systems Inc

Technology
16.6K
New
$274.55 - $326.5 $4.57M - $5.43M
16.6K $5.12B
AJG
Arthur J. Gallagher & Co.

Financial Services
19.7K
New
$230.52 - $265.19 $4.55M - $5.23M
19.7K $5.11B
PNC
Pnc Financial Services Group, Inc.

Financial Services
32.8K
New
$146.54 - $161.4 $4.81M - $5.29M
32.8K $5.1B
RTX
Raytheon Technologies Corp

Industrials
50.4K
New
$97.55 - $108.44 $4.92M - $5.47M
50.4K $5.06B
KO
Coca Cola CO

Consumer Defensive
78.4K
New
$58.06 - $64.15 $4.55M - $5.03M
78.4K $4.99B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
38.8K
New
$109.98 - $128.59 $4.26M - $4.98M
38.8K $4.94B
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
Track This Portfolio

Track Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email