Td Private Client Wealth LLC Reduced Holdings in Q1 2025

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.91K
- 35.71%
$161.05 - $222.93 $308K - $426K
3.44K $631M
VTI
Vanguard Total Stock Market Et

ETFs
-912
- 4.61%
$271.18 - $303.12 $247K - $276K
18.9K $5.19B
CW
Curtiss Wright Corp

Industrials
-1.53K
- 94.15%
$304.82 - $384.07 $466K - $587K
95 $30.1M
V
Visa Inc.

Financial Services
-4.72K
- 14.65%
$306.92 - $362.71 $1.45M - $1.71M
27.5K $9.64B
BSY
Bentley Systems Inc

Technology
-2.38K
- 4.12%
$39.34 - $47.7 $93.6K - $113K
55.4K $2.18B
SAIA
Saia Inc

Industrials
-102
- 2.26%
$349.29 - $508.47 $35.6K - $51.9K
4.41K $1.54B
ISCG
Ishares Morningstar Small Cap

ETFs
-9.49K
- 57.48%
$44.44 - $52.05 $422K - $494K
7.02K $316M
AMP
Ameriprise Financial Inc

Financial Services
-124
- 1.41%
$472.29 - $575.13 $58.6K - $71.3K
8.65K $4.19B
Sirius Xm Hldgs Inc New Com
-19.8K
- 98.6%
N/A
280 $6.31M
WMB
Williams Companies, Inc.

Energy
-11.7K
- 26.13%
$54.02 - $61.09 $634K - $717K
33.2K $1.98B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-10.5K
- 4.05%
$47.33 - $47.92 $497K - $503K
249K $11.8B
DEO
Diageo PLC

Consumer Defensive
-100
- 0.52%
$104.79 - $126.12 $10.5K - $12.6K
19.2K $2.01B
HOLX
Hologic Inc

Healthcare
-5.82K
- 81.8%
$60.7 - $73.77 $353K - $429K
1.3K $80M
GM
General Motors CO

Consumer Cyclical
-4.74K
- 14.4%
$45.22 - $54.92 $215K - $261K
28.2K $1.33B
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-15.2K
- 92.74%
$25.93 - $29.28 $394K - $444K
1.19K $32.3M
Blackrock Inc New Com
-35
- 0.71%
N/A
4.87K $4.61B
RHI
Robert Half International Inc.

Industrials
-5.73K
- 98.23%
$51.96 - $71.3 $298K - $408K
103 $5.62M
FOXA
Fox Corp

Communication Services
-9.43K
- 57.71%
$47.9 - $58.0 $452K - $547K
6.91K $391M
NICE
Nice Ltd.

Technology
-2.35K
- 90.94%
$139.18 - $178.5 $327K - $419K
234 $36.1M
HPQ
Hp Inc

Technology
-6.59K
- 15.05%
$27.69 - $34.72 $182K - $229K
37.2K $1.03B
FLEX
Flex Ltd.

Technology
-7.19K
- 25.4%
$32.92 - $44.46 $237K - $320K
21.1K $699M
AXP
American Express CO

Financial Services
-1
- 0.01%
$255.39 - $325.87 $255 - $326
13.8K $3.72B
TRP
Tc Energy Corp

Energy
-8.96K
- 13.9%
$44.29 - $49.27 $397K - $442K
55.5K $2.62B
CRL
Charles River Laboratories International, Inc.

Healthcare
-490
- 5.43%
$150.52 - $190.14 $73.8K - $93.2K
8.53K $1.28B
A
Agilent Technologies, Inc.

Healthcare
-2.29K
- 36.45%
$116.69 - $152.6 $267K - $350K
4K $467M
ZWS
Zurn Water Solutions Corp

Industrials
-3.47K
- 5.73%
$32.38 - $39.44 $112K - $137K
57.1K $1.88B
CMCSA
Comcast Corp

Communication Services
-7.8K
- 5.92%
$33.19 - $38.23 $259K - $298K
124K $4.58B
IWV
Ishares Russell 3000 ETF

ETFs
-1.08K
- 76.38%
$313.1 - $349.83 $339K - $379K
335 $106M
Smurfit Westrock Limited Registered Shs Isin#Ie00028 Fxn24
-4.05K
- 22.64%
N/A
13.8K $623M
UBS
Ubs Group Ag

Financial Services
-10.9K
- 85.11%
$30.28 - $35.78 $329K - $389K
1.9K $58.2M
AMD
Advanced Micro Devices Inc

Technology
-1.83K
- 24.16%
$96.63 - $129.55 $177K - $237K
5.74K $590M
THO
Thor Industries Inc

Consumer Cyclical
-625
- 4.52%
$75.81 - $105.39 $47.4K - $65.9K
13.2K $1B
LDOS
Leidos Holdings, Inc.

Technology
-1.58K
- 16.17%
$126.82 - $161.11 $201K - $255K
8.21K $1.11B
LEN
Lennar Corp

Consumer Cyclical
-1.77K
- 38.81%
$113.93 - $141.54 $202K - $251K
2.8K $321M
HYG
Ishares Tr

ETFs
-3.81K
- 6.38%
$78.51 - $80.11 $299K - $305K
55.9K $4.41B
MAS
Masco Corp

Industrials
-3.71K
- 46.54%
$68.67 - $81.85 $255K - $304K
4.27K $297M
UL
Unilever PLC

Consumer Defensive
-5.42K
- 34.15%
$54.72 - $60.29 $296K - $327K
10.4K $622M
Cooper Cos Inc Com Par
-863
- 3.23%
N/A
25.9K $2.18B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.44K
- 7.43%
$117.4 - $131.02 $169K - $189K
18K $2.15B
T
At&T Inc.

Communication Services
-43.6K
- 25.03%
$21.56 - $28.28 $940K - $1.23M
131K $3.69B
FICO
Fair Isaac Corp

Technology
-96
- 14.7%
$1695.35 - $2030.47 $163K - $195K
557 $1.03B
UAL
United Airlines Holdings, Inc.

Industrials
-989
- 13.61%
$69.05 - $110.52 $68.3K - $109K
6.28K $433M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-6.05K
- 21.75%
$45.92 - $47.58 $278K - $288K
21.7K $1.03B
OWL
Blue Owl Capital Inc.

Financial Services
-7.9K
- 26.03%
$18.49 - $26.68 $146K - $211K
22.5K $450M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.9K
- 7.84%
$91.45 - $91.75 $265K - $266K
34.1K $3.13B
FIS
Fidelity National Information Services, Inc.

Technology
-1.29K
- 5.25%
$68.12 - $83.42 $88.1K - $108K
23.4K $1.75B
VOT
Vanguard Mid Cap Growth Index

ETFs
-917
- 37.14%
$237.72 - $276.98 $218K - $254K
1.55K $380M
MGM
Mgm Resorts International

Consumer Cyclical
-6.67K
- 80.07%
$29.64 - $40.37 $198K - $269K
1.66K $49.2M
DE
Deere & CO

Industrials
-712
- 34.31%
$408.57 - $509.27 $291K - $363K
1.36K $640M
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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