Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.18 Trillion
  • Q2 2024

Td Private Client Wealth LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.18 Trillion distributed in 1216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $196B, Spdr Portfolio S&P 500 ETF (Ma with a value of $181B, Vanguard Mortg Backed Sec ETF with a value of $131B, Ishares Tr with a value of $118B, and Ishares U.S. Treasury Bond ETF with a value of $110B.

Examining the 13F form we can see an increase of $3.18T in the current position value.

Td Private Client Wealth LLC is based out at New York, NY

Below you can find more details about Td Private Client Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.18 Trillion
Technology: $256 Billion
Financial Services: $149 Billion
Healthcare: $136 Billion
Industrials: $107 Billion
Communication Services: $84.6 Billion
Consumer Cyclical: $78.8 Billion
Consumer Defensive: $63.3 Billion
Energy: $55.5 Billion
Other: $96.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.04T
$53.7 Billion 1.69% of portfolio
119,782
Q1 2024 Reduced 5.59%
$339B
$33 Billion 1.04% of portfolio
267,143
Q1 2024 Reduced 4.52%
$1.99T
$26.4 Billion 0.83% of portfolio
136,506
Q1 2024 Added 5.01%
$1.02T
$21.6 Billion 0.68% of portfolio
118,414
Q1 2024 Reduced 5.85%
$3.57T
$21.1 Billion 0.67% of portfolio
100,346
Q1 2024 Reduced 7.2%
$1.28T
$20.3 Billion 0.64% of portfolio
40,197
Q1 2024 Added 4.41%
$645B
$18.8 Billion 0.59% of portfolio
92,708
Q1 2024 Added 0.19%
$301B
$12.6 Billion 0.4% of portfolio
80,274
Q1 2024 Added 14.39%
$354B
$12.1 Billion 0.38% of portfolio
70,723
Q1 2024 Reduced 11.28%
$202B
$11.5 Billion 0.36% of portfolio
113,511
Q1 2024 Reduced 7.56%
$477B
$11.2 Billion 0.35% of portfolio
42,817
Q1 2024 Reduced 1.27%
$766B
$10.8 Billion 0.34% of portfolio
11,874
Q1 2024 Added 7.0%
$258B
$10.7 Billion 0.34% of portfolio
86,727
Q1 2024 Added 4.21%
$68.3B
$10.4 Billion 0.33% of portfolio
6,487
Q1 2024 Reduced 11.06%
$172B
$10.5 Billion 0.33% of portfolio
255,725
Q1 2024 Added 1.14%
$522B
$10.3 Billion 0.32% of portfolio
20,227
Q1 2024 Reduced 13.99%
$482B
$8.02 Billion 0.25% of portfolio
18,181
Q1 2024 Added 4.66%
$170B
$7.5 Billion 0.24% of portfolio
24,009
Q1 2024 Reduced 9.44%
$224B
$7.46 Billion 0.23% of portfolio
110,141
Q1 2024 Added 233.36%
$70.1B
$7.43 Billion 0.23% of portfolio
187,079
Q1 2024 Reduced 3.45%
$391B
$7.2 Billion 0.23% of portfolio
43,670
Q1 2024 Added 2.51%
$154B
$6.82 Billion 0.21% of portfolio
96,352
Q1 2024 Added 13.09%
$50.6B
$6.75 Billion 0.21% of portfolio
76,973
Q1 2024 Reduced 4.65%
$1.04T
$6.46 Billion 0.2% of portfolio
35,211
Q1 2024 Reduced 29.75%
$174B
$5.9 Billion 0.19% of portfolio
8,977
Q1 2024 Reduced 3.42%
$267B
$5.9 Billion 0.19% of portfolio
5,772
Q1 2024 Reduced 2.95%
$105B
$5.9 Billion 0.19% of portfolio
52,567
Q1 2024 Added 2.87%
$86.6B
$5.94 Billion 0.19% of portfolio
59,258
Q1 2024 Reduced 11.06%
$242B
$6.01 Billion 0.19% of portfolio
101,269
Q1 2024 Added 7.54%
$405B
$5.65 Billion 0.18% of portfolio
16,413
Q1 2024 Reduced 2.29%
$133B
$5.25 Billion 0.17% of portfolio
108,148
Q1 2024 Added 14.37%
$156B
$5.3 Billion 0.17% of portfolio
22,470
Q1 2024 Reduced 4.64%
$187B
$5.55 Billion 0.17% of portfolio
141,785
Q1 2024 Reduced 9.61%
$332B
$5.37 Billion 0.17% of portfolio
135,082
Q1 2024 Added 11.73%
$94B
$5.51 Billion 0.17% of portfolio
6,681
Q1 2024 Added 18.62%
$142B
$5.22 Billion 0.16% of portfolio
11,171
Q1 2024 Reduced 0.78%
$282B
$4.99 Billion 0.16% of portfolio
78,350
Q1 2024 Reduced 5.24%
$75.1B
$5.1 Billion 0.16% of portfolio
32,800
Q1 2024 Reduced 5.11%
$173B
$5.06 Billion 0.16% of portfolio
50,419
Q1 2024 Reduced 7.79%
$79.4B
$5.12 Billion 0.16% of portfolio
16,645
Q1 2024 Reduced 9.1%
$59.2B
$5.11 Billion 0.16% of portfolio
19,725
Q1 2024 Added 9.26%
$40.6B
$4.71 Billion 0.15% of portfolio
69,874
Q1 2024 Reduced 1.21%
$10.1B
$4.87 Billion 0.15% of portfolio
4,573
Q1 2024 Added 37.17%
$115B
$4.64 Billion 0.15% of portfolio
20,326
Q1 2024 Reduced 22.14%
$229B
$4.81 Billion 0.15% of portfolio
101,165
Q1 2024 Added 0.07%
$121B
$4.78 Billion 0.15% of portfolio
10,193
Q1 2024 Reduced 7.67%
$45.9B
$4.49 Billion 0.14% of portfolio
16,230
Q1 2024 Reduced 5.83%
$141B
$4.42 Billion 0.14% of portfolio
19,521
Q1 2024 Added 3.54%
$145B
$4.46 Billion 0.14% of portfolio
61,345
Q1 2024 Reduced 2.33%

Summary

  • Portfolio
  • No. of Stocks 1,216
  • Current Value $3.18 Trillion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1,216 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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