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
$215B
$2.99 Billion 0.09% of portfolio
12,924
Q1 2024 Added 21.96%
$30.2B
$2.78 Billion 0.09% of portfolio
97,169
Q1 2024 Added 6.82%
$66.2B
$2.81 Billion 0.09% of portfolio
97,068
Q1 2024 Added 3.92%
$40.3B
$2.87 Billion 0.09% of portfolio
31,415
Q1 2024 Added 260.66%
$19.1B
$2.74 Billion 0.09% of portfolio
10,499
Q1 2024 Reduced 0.89%
$1.04T
$2.82 Billion 0.09% of portfolio
16,237
Q1 2024 Reduced 5.0%
$47.9B
$2.78 Billion 0.09% of portfolio
21,262
Q1 2024 Reduced 8.09%
$49.3B
$2.42 Billion 0.08% of portfolio
63,919
Q1 2024 Reduced 14.69%
$11B
$2.53 Billion 0.08% of portfolio
12,225
Q1 2024 Added 27.1%
$354B
$2.56 Billion 0.08% of portfolio
3,800
Q1 2024 Added 0.28%
$96.6B
$2.62 Billion 0.08% of portfolio
19,163
Q1 2024 Reduced 8.77%
$15B
$2.4 Billion 0.08% of portfolio
10,330
Q1 2024 Reduced 2.51%
$15.4B
$2.42 Billion 0.08% of portfolio
19,728
Q1 2024 Added 0.51%
$146B
$2.56 Billion 0.08% of portfolio
8,166
Q1 2024 Reduced 6.42%
$40.5B
$2.47 Billion 0.08% of portfolio
19,022
Q1 2024 Added 243.8%
$48.1B
$2.51 Billion 0.08% of portfolio
51,192
Q1 2024 Reduced 13.32%
$133B
$2.42 Billion 0.08% of portfolio
38,105
Q1 2024 Added 5.61%
$67B
$2.4 Billion 0.08% of portfolio
11,009
Q1 2024 Reduced 5.09%
$230B
$2.37 Billion 0.07% of portfolio
4,267
Q1 2024 Reduced 53.21%
$26B
$2.13 Billion 0.07% of portfolio
41,893
Q1 2024 Added 11.39%
$13.6B
$2.34 Billion 0.07% of portfolio
82,458
Q1 2024 Added 13.38%
$16.1B
$2.34 Billion 0.07% of portfolio
29,838
Q1 2024 Added 0.37%
$77.2B
$2.32 Billion 0.07% of portfolio
23,941
Q1 2024 Reduced 0.67%
$87.4B
$2.38 Billion 0.07% of portfolio
17,360
Q1 2024 Added 0.12%
$153B
$2.15 Billion 0.07% of portfolio
10,345
Q1 2024 Added 69.21%
$244B
$2.22 Billion 0.07% of portfolio
30,771
Q1 2024 Reduced 11.2%
$1.01T
$2.09 Billion 0.07% of portfolio
10,571
Q1 2024 Reduced 12.43%
$14.6B
$2.22 Billion 0.07% of portfolio
77,047
Q1 2024 Reduced 2.63%
$47.2B
$2.23 Billion 0.07% of portfolio
28,730
Q1 2024 Reduced 6.44%
$12.6B
$2.32 Billion 0.07% of portfolio
19,620
Q1 2024 Added 0.4%
$110B
$2.33 Billion 0.07% of portfolio
29,979
Q1 2024 Reduced 1.07%
$14.8B
$2.21 Billion 0.07% of portfolio
7,196
Q1 2024 Added 0.24%
$20.7B
$2.23 Billion 0.07% of portfolio
7,228
Q1 2024 Reduced 1.44%
$72.9B
$2.15 Billion 0.07% of portfolio
36,473
Q1 2024 Added 24.63%
$24.7B
$2.2 Billion 0.07% of portfolio
45,074
Q1 2024 Reduced 0.74%
$17.5B
$2.37 Billion 0.07% of portfolio
5,115
Q1 2024 Added 1.3%
$202B
$2.35 Billion 0.07% of portfolio
14,808
Q1 2024 Added 15.14%
$58.9B
$2.25 Billion 0.07% of portfolio
1,511
Q1 2024 Reduced 0.06%
$123B
$2 Billion 0.06% of portfolio
5,702
Q1 2024 Reduced 2.85%
$142B
$2.04 Billion 0.06% of portfolio
17,860
Q1 2024 Reduced 20.72%
$40.9B
$1.95 Billion 0.06% of portfolio
21,123
Q1 2024 Reduced 6.25%
$322B
$2.04 Billion 0.06% of portfolio
7,934
Q1 2024 Added 36.98%
$79B
$1.77 Billion 0.06% of portfolio
38,204
Q1 2024 Added 8.17%
$177B
$2.03 Billion 0.06% of portfolio
10,433
Q1 2024 Added 5.98%
$97.6B
$1.97 Billion 0.06% of portfolio
5,946
Q1 2024 Added 8.18%
$92B
$1.92 Billion 0.06% of portfolio
9,007
Q1 2024 Reduced 7.66%
$190B
$1.88 Billion 0.06% of portfolio
4,218
Q1 2024 Added 6.4%
$14.4B
$1.88 Billion 0.06% of portfolio
3,957
Q1 2024 Added 0.9%
$27.1B
$1.92 Billion 0.06% of portfolio
13,192
Q1 2024 Added 4.6%

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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