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
$179B
$4.44 Billion 0.14% of portfolio
17,777
Q1 2024 Reduced 20.83%
$224B
$4.58 Billion 0.14% of portfolio
15,105
Q1 2024 Added 5.09%
$68.6B
$4.37 Billion 0.14% of portfolio
102,796
Q1 2024 Reduced 19.06%
$117B
$4.59 Billion 0.14% of portfolio
58,278
Q1 2024 Reduced 26.05%
$227B
$4.16 Billion 0.13% of portfolio
25,223
Q1 2024 Reduced 9.18%
$60.8B
$4.12 Billion 0.13% of portfolio
29,185
Q1 2024 Added 0.78%
$75.2B
$4.03 Billion 0.13% of portfolio
36,545
Q1 2024 Added 5.0%
$64.6B
$4.23 Billion 0.13% of portfolio
60,273
Q1 2024 Reduced 2.64%
$204B
$4.29 Billion 0.13% of portfolio
5,450
Q1 2024 Reduced 4.45%
$173B
$4 Billion 0.13% of portfolio
60,006
Q1 2024 Reduced 26.49%
$43.8B
$3.99 Billion 0.13% of portfolio
23,944
Q1 2024 Added 5.44%
$126B
$3.96 Billion 0.12% of portfolio
51,387
Q1 2024 Reduced 34.04%
$159B
$3.75 Billion 0.12% of portfolio
196,461
Q1 2024 Added 0.53%
$505B
$3.67 Billion 0.12% of portfolio
31,871
Q1 2024 Added 7.7%
$157B
$3.78 Billion 0.12% of portfolio
4,807
Q1 2024 Added 1.58%
$27.8B
$3.67 Billion 0.12% of portfolio
38,404
Q1 2024 Reduced 14.18%
$44.7B
$3.7 Billion 0.12% of portfolio
13,731
Q1 2024 Reduced 29.09%
$58.9B
$3.7 Billion 0.12% of portfolio
8,660
Q1 2024 Reduced 2.04%
$131B
$3.82 Billion 0.12% of portfolio
36,309
Q1 2024 Added 6,733.74%
$150B
$3.4 Billion 0.11% of portfolio
121,405
Q1 2024 Reduced 1.25%
$53.5B
$3.58 Billion 0.11% of portfolio
30,235
Q1 2024 Reduced 7.69%
$85.7B
$3.63 Billion 0.11% of portfolio
102,178
Q1 2024 Reduced 11.74%
$216B
$3.63 Billion 0.11% of portfolio
6,558
Q1 2024 Added 6.13%
$406B
$3.42 Billion 0.11% of portfolio
23,405
Q1 2024 Added 2.79%
$121B
$3.57 Billion 0.11% of portfolio
52,012
Q1 2024 Added 34.3%
$38.8B
$3.65 Billion 0.11% of portfolio
14,670
Q1 2024 Added 0.67%
$46.8B
$3.46 Billion 0.11% of portfolio
60,877
Q1 2024 Reduced 13.96%
$96.5B
$3.06 Billion 0.1% of portfolio
39,471
Q1 2024 Reduced 14.47%
$115B
$3.04 Billion 0.1% of portfolio
73,305
Q1 2024 Added 126.27%
$22.4B
$3.17 Billion 0.1% of portfolio
5,933
Q1 2024 Added 0.68%
$192B
$3.1 Billion 0.1% of portfolio
17,932
Q1 2024 Reduced 2.32%
$510B
$3.1 Billion 0.1% of portfolio
21,972
Q1 2024 Added 9.83%
$24.9B
$3.11 Billion 0.1% of portfolio
236,200
Q1 2024 Reduced 4.16%
$13.4B
$3.03 Billion 0.1% of portfolio
61,472
Q1 2024 Reduced 2.82%
$24.9B
$3.04 Billion 0.1% of portfolio
10,886
Q1 2024 Added 7.54%
$77.4B
$3.23 Billion 0.1% of portfolio
10,303
Q1 2024 Reduced 18.5%
$17.4B
$2.94 Billion 0.09% of portfolio
19,796
Q1 2024 Added 0.65%
$79.4B
$2.88 Billion 0.09% of portfolio
93,081
Q1 2024 Reduced 9.9%
$30.3B
$2.84 Billion 0.09% of portfolio
26,511
Q1 2024 Reduced 13.02%
$418B
$2.72 Billion 0.09% of portfolio
3,198
Q1 2024 Added 3.4%
$35.5B
$2.81 Billion 0.09% of portfolio
53,252
Q1 2024 Added 35.76%
$148B
$2.85 Billion 0.09% of portfolio
13,344
Q1 2024 Reduced 45.64%
$36.9B
$2.83 Billion 0.09% of portfolio
53,034
Q1 2024 Reduced 22.62%
$43.3B
$3 Billion 0.09% of portfolio
6,688
Q1 2024 Reduced 3.24%
$201B
$2.91 Billion 0.09% of portfolio
6,442
Q1 2024 Added 3.35%
$122B
$2.91 Billion 0.09% of portfolio
22,113
Q1 2024 Added 3.03%
$8.89B
$2.98 Billion 0.09% of portfolio
50,908
Q1 2024 Added 47.09%
$25.9B
$2.91 Billion 0.09% of portfolio
89,881
Q1 2024 Reduced 10.54%
$60B
$3.01 Billion 0.09% of portfolio
77,350
Q1 2024 Reduced 4.68%

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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