Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025

Td Private Client Wealth LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.07 Trillion distributed in 1404 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 $313B, Ishares Tr with a value of $221B, Spdr S&P 500 ETF Trust with a value of $213B, Vanguard Mortg Backed Sec ETF with a value of $192B, and Ishares U.S. Treasury Bond ETF with a value of $147B.

Examining the 13F form we can see an increase of $440B in the current position value, from $3.63T to 4.07T.

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 $4.07 Trillion
Technology: $281 Billion
Financial Services: $194 Billion
Healthcare: $128 Billion
Industrials: $124 Billion
Communication Services: $102 Billion
Consumer Cyclical: $96.3 Billion
Consumer Defensive: $72.8 Billion
Utilities: $55 Billion
Other: $109 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.3B
$2 Billion 0.05% of portfolio
21,736
Q2 2025 Reduced 20.91%
$25.5B
$2.14 Billion 0.05% of portfolio
4,174
Q2 2025 Added 19.39%
$177B
$1.86 Billion 0.05% of portfolio
8,959
Q2 2025 Reduced 17.2%
$189B
$1.96 Billion 0.05% of portfolio
4,838
Q2 2025 Reduced 35.92%
$163B
$1.99 Billion 0.05% of portfolio
16,115
Q2 2025 Added 9.06%
$102B
$1.83 Billion 0.05% of portfolio
4,118
Q2 2025 Reduced 33.85%
$13.3B
$2.01 Billion 0.05% of portfolio
4,558
Q2 2025 Reduced 5.87%
$16.2B
$1.96 Billion 0.05% of portfolio
6,358
Q2 2025 Reduced 0.11%
$8.16B
$1.99 Billion 0.05% of portfolio
54,431
Q2 2025 Reduced 4.61%
$13.7B
$1.58 Billion 0.04% of portfolio
21,731
Q2 2025 Reduced 0.05%
$90.6B
$1.6 Billion 0.04% of portfolio
7,224
Q2 2025 Added 51.73%
$12.3B
$1.44 Billion 0.04% of portfolio
47,453
Q2 2025 Added 0.03%
$104B
$1.73 Billion 0.04% of portfolio
57,784
Q2 2025 Added 14.6%
$6.67B
$1.61 Billion 0.04% of portfolio
13,064
Q2 2025 Reduced 4.88%
$53.1B
$1.68 Billion 0.04% of portfolio
22,938
Q2 2025 Added 5.65%
$52.1B
$1.81 Billion 0.04% of portfolio
12,903
Q2 2025 Added 1.33%
$1.09B
$1.49 Billion 0.04% of portfolio
26,575
Q2 2025 Reduced 9.91%
$6.36B
$1.59 Billion 0.04% of portfolio
12,505
Q2 2025 Reduced 5.3%
$115B
$1.63 Billion 0.04% of portfolio
5,635
Q2 2025 Added 11.78%
$23.9B
$1.5 Billion 0.04% of portfolio
-
Q2 2025 Added 52.93%
$141B
$1.62 Billion 0.04% of portfolio
8,200
Q2 2025 Reduced 40.78%
$23.6B
$1.56 Billion 0.04% of portfolio
13,646
Q2 2025 Added 16.12%
$17.7B
$1.53 Billion 0.04% of portfolio
26,374
Q2 2025 Reduced 33.14%
$100B
$1.46 Billion 0.04% of portfolio
6,689
Q2 2025 Reduced 23.58%
$16.4B
$1.67 Billion 0.04% of portfolio
41,481
Q2 2025 Added 8.38%
$275B
$1.49 Billion 0.04% of portfolio
12,307
Q2 2025 Reduced 1.03%
$8.01B
$1.63 Billion 0.04% of portfolio
12,366
Q2 2025 Reduced 4.63%
$6.33B
$1.44 Billion 0.04% of portfolio
13,238
Q2 2025 Reduced 0.35%
$17.3B
$1.46 Billion 0.04% of portfolio
4,643
Q2 2025 Added 24.54%
$8.09B
$1.45 Billion 0.04% of portfolio
5,304
Q2 2025 Added 20.22%
$93.6B
$1.52 Billion 0.04% of portfolio
4,438
Q2 2025 Reduced 0.58%
$35.6B
$1.55 Billion 0.04% of portfolio
59,663
Q2 2025 Reduced 18.69%
$302B
$1.68 Billion 0.04% of portfolio
7,056
Q2 2025 Added 19.19%
$64.1B
$1.75 Billion 0.04% of portfolio
6,533
Q2 2025 New
$34.6B
$1.71 Billion 0.04% of portfolio
8,156
Q2 2025 Added 18.08%
$70.2B
$1.66 Billion 0.04% of portfolio
26,502
Q2 2025 Reduced 20.15%
$63.7B
$1.09 Billion 0.03% of portfolio
3,877
Q2 2025 Reduced 3.27%
$49.4B
$1.08 Billion 0.03% of portfolio
8,162
Q2 2025 Reduced 4.29%
$12.2B
$1.24 Billion 0.03% of portfolio
135,185
Q2 2025 Reduced 0.83%
$59.7B
$1.34 Billion 0.03% of portfolio
15,642
Q2 2025 Reduced 21.41%
$30.1B
$1.14 Billion 0.03% of portfolio
6,588
Q2 2025 Reduced 2.99%
$252B
$1.41 Billion 0.03% of portfolio
20,129
Q2 2025 Added 7.26%
$54.3B
$1.25 Billion 0.03% of portfolio
7,244
Q2 2025 Added 39.04%
$137B
$1.12 Billion 0.03% of portfolio
5,335
Q2 2025 Added 76.54%
$70.6B
$1.32 Billion 0.03% of portfolio
18,659
Q2 2025 Reduced 2.74%
$6.9B
$1.34 Billion 0.03% of portfolio
2,755
Q2 2025 Reduced 0.58%
$94B
$1.15 Billion 0.03% of portfolio
4,180
Q2 2025 Added 108.37%
$41.8B
$1.26 Billion 0.03% of portfolio
13,615
Q2 2025 Added 1.76%
$36.6B
$1.38 Billion 0.03% of portfolio
17,746
Q2 2025 Reduced 5.04%

Summary

  • Portfolio
  • No. of Stocks 1,404
  • Current Value $4.07 Trillion
  • Prior Value $3.63 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 125 stocks
  • Additional Purchases 563 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 566 stocks
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