Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024

Td Private Client Wealth LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.58 Trillion distributed in 1313 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $249B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $164B, Ishares Tr with a value of $156B, and Ishares U.S. Treasury Bond ETF with a value of $131B.

Examining the 13F form we can see an increase of $98B in the current position value, from $3.48T to 3.58T.

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 $3.58 Trillion
Technology: $254 Billion
Financial Services: $174 Billion
Healthcare: $121 Billion
Industrials: $117 Billion
Consumer Cyclical: $94 Billion
Communication Services: $87.2 Billion
Consumer Defensive: $61.3 Billion
Energy: $47.3 Billion
Other: $93.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40.1B
$4.77 Billion 0.13% of portfolio
68,750
Q4 2024 Reduced 4.48%
$128B
$4.78 Billion 0.13% of portfolio
84,457
Q4 2024 Added 2.99%
$44.3B
$4.79 Billion 0.13% of portfolio
27,658
Q4 2024 Added 1.56%
$123B
$4.67 Billion 0.13% of portfolio
9,609
Q4 2024 Reduced 14.38%
$122B
$4.65 Billion 0.13% of portfolio
58,274
Q4 2024 Reduced 4.56%
$427B
$4.55 Billion 0.13% of portfolio
5,109
Q4 2024 Added 30.3%
$147B
$4.49 Billion 0.13% of portfolio
93,033
Q4 2024 Reduced 8.61%
$113B
$4.48 Billion 0.13% of portfolio
10,003
Q4 2024 Reduced 2.11%
$223B
$4.46 Billion 0.12% of portfolio
39,390
Q4 2024 Added 1.8%
$108B
$4.2 Billion 0.12% of portfolio
19,765
Q4 2024 Reduced 2.85%
$88.6B
$4.26 Billion 0.12% of portfolio
100,348
Q4 2024 Added 1.06%
$481B
$4.45 Billion 0.12% of portfolio
41,353
Q4 2024 Added 29.21%
$795B
$4.2 Billion 0.12% of portfolio
5,438
Q4 2024 Reduced 56.65%
$202B
$4.1 Billion 0.11% of portfolio
13,823
Q4 2024 Added 0.21%
$191B
$3.97 Billion 0.11% of portfolio
174,246
Q4 2024 Reduced 11.69%
$71B
$3.93 Billion 0.11% of portfolio
13,090
Q4 2024 Reduced 25.1%
$226B
$3.88 Billion 0.11% of portfolio
17,646
Q4 2024 Reduced 1.61%
$26.5B
$4.11 Billion 0.11% of portfolio
12,592
Q4 2024 Added 4.25%
$204B
$3.98 Billion 0.11% of portfolio
26,198
Q4 2024 Reduced 20.3%
$173B
$3.95 Billion 0.11% of portfolio
72,433
Q4 2024 Added 21.86%
$144B
$3.5 Billion 0.1% of portfolio
39,207
Q4 2024 Reduced 23.12%
$190B
$3.73 Billion 0.1% of portfolio
6,507
Q4 2024 Added 31.03%
$140B
$3.51 Billion 0.1% of portfolio
15,531
Q4 2024 Added 6.46%
$21.6B
$3.48 Billion 0.1% of portfolio
213,778
Q4 2024 Reduced 12.87%
$59.5B
$3.52 Billion 0.1% of portfolio
31,843
Q4 2024 Added 22.61%
$203B
$3.52 Billion 0.1% of portfolio
27,959
Q4 2024 Reduced 18.55%
$17.7B
$3.71 Billion 0.1% of portfolio
10,918
Q4 2024 Added 4.01%
$45.5B
$3.74 Billion 0.1% of portfolio
13,593
Q4 2024 Reduced 2.86%
$38.4B
$3.46 Billion 0.1% of portfolio
51,314
Q4 2024 Reduced 2.37%
$56.8B
$3.13 Billion 0.09% of portfolio
14,562
Q4 2024 Added 24.05%
$225B
$3.3 Billion 0.09% of portfolio
19,767
Q4 2024 Reduced 3.87%
$8.37B
$3.14 Billion 0.09% of portfolio
56,153
Q4 2024 Added 6.09%
$16.2B
$3.35 Billion 0.09% of portfolio
18,953
Q4 2024 Reduced 4.26%
$20.6B
$3.37 Billion 0.09% of portfolio
5,530
Q4 2024 Reduced 6.22%
$411B
$3.08 Billion 0.09% of portfolio
18,484
Q4 2024 Reduced 10.94%
$203B
$3.23 Billion 0.09% of portfolio
6,218
Q4 2024 Reduced 23.7%
$54.8B
$3.3 Billion 0.09% of portfolio
75,985
Q4 2024 Reduced 1.81%
$145B
$3.35 Billion 0.09% of portfolio
55,592
Q4 2024 Reduced 14.42%
$31.2B
$3.06 Billion 0.09% of portfolio
104,720
Q4 2024 Reduced 9.47%
$11.6B
$2.7 Billion 0.08% of portfolio
57,809
Q4 2024 Reduced 4.96%
$138B
$2.74 Billion 0.08% of portfolio
38,875
Q4 2024 Reduced 1.36%
$117B
$2.72 Billion 0.08% of portfolio
8,186
Q4 2024 Reduced 5.21%
$29.7B
$2.74 Billion 0.08% of portfolio
10,752
Q4 2024 Reduced 1.28%
$63B
$2.75 Billion 0.08% of portfolio
11,139
Q4 2024 Reduced 3.16%
$54.8B
$3 Billion 0.08% of portfolio
27,443
Q4 2024 Reduced 1.06%
$97B
$2.73 Billion 0.08% of portfolio
18,334
Q4 2024 Added 2.53%
$46.7B
$3.04 Billion 0.08% of portfolio
51,114
Q4 2024 Reduced 13.54%
$62.1B
$2.99 Billion 0.08% of portfolio
26,211
Q4 2024 Reduced 4.36%
$48.9B
$3 Billion 0.08% of portfolio
64,479
Q4 2024 Reduced 1.7%

Summary

  • Portfolio
  • No. of Stocks 1,313
  • Current Value $3.58 Trillion
  • Prior Value $3.48 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 90 stocks
  • Additional Purchases 517 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 550 stocks
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