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
$11.6B
$802 Million 0.02% of portfolio
16,341
Q2 2025 Reduced 10.48%
$11.3B
$751 Million 0.02% of portfolio
7,289
Q2 2025 Reduced 1.59%
$142B
$886 Million 0.02% of portfolio
1,742
Q2 2025 Added 27.81%
$24.8B
$881 Million 0.02% of portfolio
6,410
Q2 2025 Reduced 4.75%
$49.5B
$828 Million 0.02% of portfolio
14,646
Q2 2025 Added 72.1%
$12.4B
$996 Million 0.02% of portfolio
8,125
Q2 2025 Added 165.09%
$70.5B
$786 Million 0.02% of portfolio
6,569
Q2 2025 Reduced 0.08%
$12.1B
$647 Million 0.02% of portfolio
14,687
Q2 2025 Added 13.47%
$3.55B
$998 Million 0.02% of portfolio
13,364
Q2 2025 Reduced 6.13%
$38.6B
$1.01 Billion 0.02% of portfolio
553
Q2 2025 Reduced 0.72%
$16.4B
$765 Million 0.02% of portfolio
13,651
Q2 2025 Added 0.32%
$26.3B
$1.01 Billion 0.02% of portfolio
20,215
Q2 2025 Reduced 4.31%
$16.9B
$939 Million 0.02% of portfolio
18,021
Q2 2025 Added 4.89%
$64.1B
$617 Million 0.02% of portfolio
14,239
Q2 2025 Added 10.65%
$46.1B
$714 Million 0.02% of portfolio
5,153
Q2 2025 Reduced 32.78%
$28.3B
$705 Million 0.02% of portfolio
6,869
Q2 2025 Added 14.48%
$30.4B
$686 Million 0.02% of portfolio
4,188
Q2 2025 Added 10.82%
$29.8B
$952 Million 0.02% of portfolio
60,929
Q2 2025 Reduced 3.21%
$8.04B
$619 Million 0.02% of portfolio
11,930
Q2 2025 Added 24.4%
$58.3B
$798 Million 0.02% of portfolio
24,964
Q2 2025 Reduced 2.42%
$85.3B
$951 Million 0.02% of portfolio
14,106
Q2 2025 Reduced 2.81%
$80.4B
$638 Million 0.02% of portfolio
1,518
Q2 2025 Reduced 24.06%
$62.2B
$709 Million 0.02% of portfolio
12,170
Q2 2025 Added 198.36%
$57.6B
$770 Million 0.02% of portfolio
3,525
Q2 2025 Added 33.22%
$59B
$769 Million 0.02% of portfolio
3,756
Q2 2025 Added 68.96%
$75.9B
$853 Million 0.02% of portfolio
11,484
Q2 2025 Reduced 37.37%
$30.3B
$708 Million 0.02% of portfolio
50,813
Q2 2025 Added 6.17%
$25.6B
$910 Million 0.02% of portfolio
7,999
Q2 2025 Added 27.72%
$50.7B
$625 Million 0.02% of portfolio
2,131
Q2 2025 Added 12.28%
$15.6B
$641 Million 0.02% of portfolio
3,569
Q2 2025 Added 43.97%
$39.2B
$639 Million 0.02% of portfolio
1,924
Q2 2025 Reduced 0.72%
$54.4B
$836 Million 0.02% of portfolio
1,475
Q2 2025 Added 968.84%
$87.1B
$740 Million 0.02% of portfolio
2,362
Q2 2025 Added 222.24%
$176B
$707 Million 0.02% of portfolio
1,341
Q2 2025 Reduced 12.01%
$305B
$764 Million 0.02% of portfolio
2,511
Q2 2025 Added 32.16%
$51.3B
$619 Million 0.02% of portfolio
18,312
Q2 2025 Reduced 42.31%
$4.76B
$738 Million 0.02% of portfolio
23,776
Q2 2025 Reduced 0.54%
$25.8B
$933 Million 0.02% of portfolio
12,315
Q2 2025 Added 68.7%
$23.5B
$689 Million 0.02% of portfolio
22,670
Q2 2025 Added 23,514.58%
$59.3B
$760 Million 0.02% of portfolio
1,482
Q2 2025 Reduced 36.77%
$40.6B
$923 Million 0.02% of portfolio
12,185
Q2 2025 Reduced 13.48%
$21.1B
$695 Million 0.02% of portfolio
17,205
Q2 2025 Reduced 3.32%
$20.5B
$1.01 Billion 0.02% of portfolio
13,989
Q2 2025 Added 18.0%
$17.3B
$999 Million 0.02% of portfolio
11,356
Q2 2025 Reduced 4.47%
$35.7B
$841 Million 0.02% of portfolio
2,743
Q2 2025 Reduced 0.15%
$45.5B
$929 Million 0.02% of portfolio
3,869
Q2 2025 Reduced 16.9%
$84.9B
$250 Million 0.01% of portfolio
1,643
Q2 2025 Added 24.09%
$10.6B
$331 Million 0.01% of portfolio
1,108
Q2 2025 Reduced 47.86%
$36.7B
$294 Million 0.01% of portfolio
2,494
Q2 2025 Reduced 37.59%

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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