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
$42.8B
$466 Million 0.01% of portfolio
6,320
Q1 2024 Added 4.71%
$22.7B
$443 Million 0.01% of portfolio
12,288
Q1 2024 Added 10.43%
$10.4B
$207 Million 0.01% of portfolio
5,556
Q1 2024 Added 26,490.48%
$108B
$451 Million 0.01% of portfolio
14,571
Q1 2024 Added 19.14%
$30.2B
$206 Million 0.01% of portfolio
1,873
Q1 2024 Added 0.48%
$235B
$384 Million 0.01% of portfolio
1,875
Q1 2024 Added 6.04%
$45.3B
$218 Million 0.01% of portfolio
1,857
Q1 2024 Reduced 1.43%
$79.2B
$246 Million 0.01% of portfolio
1,229
Q1 2024 Reduced 2.81%
$64B
$162 Million 0.01% of portfolio
1,550
Q1 2024 Added 5.44%
$39B
$259 Million 0.01% of portfolio
1,959
Q1 2024 Reduced 6.35%
$27B
$366 Million 0.01% of portfolio
2,838
Q1 2024 Added 2.22%
$58.6B
$213 Million 0.01% of portfolio
1,400
Q1 2024 Reduced 17.11%
$39.8B
$245 Million 0.01% of portfolio
2,377
Q1 2024 Added 97.99%
$17.3B
$246 Million 0.01% of portfolio
1,782
Q1 2024 Reduced 23.84%
$22.2B
$161 Million 0.01% of portfolio
10,653
Q1 2024 Reduced 4.92%
$44.2B
$215 Million 0.01% of portfolio
26,030
Q1 2024 Reduced 1.5%
$8.74B
$218 Million 0.01% of portfolio
10,405
Q1 2024 Reduced 7.86%
$2.95B
$439 Million 0.01% of portfolio
4,249
Q1 2024 Reduced 1.3%
$18.8B
$246 Million 0.01% of portfolio
4,099
Q1 2024 Added 2.62%
$16.7B
$194 Million 0.01% of portfolio
885
Q1 2024 Added 5.63%
$15.2B
$299 Million 0.01% of portfolio
4,247
Q1 2024 Added 5.86%
$12.9B
$193 Million 0.01% of portfolio
10,728
Q1 2024 Added 17.09%
$15.2B
$348 Million 0.01% of portfolio
13,854
Q1 2024 Added 8.67%
$172B
$209 Million 0.01% of portfolio
1,960
Q1 2024 Reduced 3.87%
$58.9B
$203 Million 0.01% of portfolio
20,257
Q1 2024 Reduced 4.32%
$22.5B
$381 Million 0.01% of portfolio
2,454
Q1 2024 Added 2.5%
$11.9B
$468 Million 0.01% of portfolio
6,378
Q1 2024 Added 630.09%
$14.1B
$263 Million 0.01% of portfolio
25,988
Q1 2024 Added 6.38%
$59.6B
$476 Million 0.01% of portfolio
1,656
Q1 2024 Added 0.06%
$23.5B
$435 Million 0.01% of portfolio
4,572
Q1 2024 Added 7.29%
$28.9B
$209 Million 0.01% of portfolio
20,944
Q1 2024 Reduced 5.35%
$38.9B
$215 Million 0.01% of portfolio
3,404
Q1 2024 Reduced 16.61%
$13.3B
$309 Million 0.01% of portfolio
3,869
Q1 2024 Added 58.23%
$23.8B
$404 Million 0.01% of portfolio
10,567
Q1 2024 Reduced 1.7%
$19.7B
$367 Million 0.01% of portfolio
951
Q1 2024 Reduced 29.61%
$117B
$376 Million 0.01% of portfolio
1,109
Q1 2024 Added 5.07%
$103B
$367 Million 0.01% of portfolio
12,419
Q1 2024 Reduced 17.39%
$17.3B
$290 Million 0.01% of portfolio
5,075
Q1 2024 Added 3.89%
$20.8B
$401 Million 0.01% of portfolio
5,693
Q1 2024 Reduced 10.82%
$10.2B
$196 Million 0.01% of portfolio
10,008
Q1 2024 Added 25.59%
$104B
$241 Million 0.01% of portfolio
3,654
Q1 2024 Reduced 3.88%
$31.4B
$316 Million 0.01% of portfolio
1,148
Q1 2024 Added 7.93%
$12.9B
$353 Million 0.01% of portfolio
1,720
Q1 2024 Added 1.3%
$40.7B
$201 Million 0.01% of portfolio
951
Q1 2024 Added 13.28%
$119B
$178 Million 0.01% of portfolio
2,760
Q1 2024 Added 3.55%
$5.52B
$231 Million 0.01% of portfolio
1,379
Q1 2024 Added 42.7%
$12.1B
$306 Million 0.01% of portfolio
1,777
Q1 2024 Reduced 3.58%
$37.7B
$383 Million 0.01% of portfolio
1,282
Q1 2024 Added 23.94%
$46.6B
$461 Million 0.01% of portfolio
13,798
Q1 2024 Added 32.0%

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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