Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024

Td Private Client Wealth LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.58 Trillion distributed in 1313 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 $249B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $164B, Ishares Tr with a value of $156B, and Ishares U.S. Treasury Bond ETF with a value of $131B.

Examining the 13F form we can see an increase of $98B in the current position value, from $3.48T to 3.58T.

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 $3.58 Trillion
Technology: $254 Billion
Financial Services: $174 Billion
Healthcare: $121 Billion
Industrials: $117 Billion
Consumer Cyclical: $94 Billion
Communication Services: $87.2 Billion
Consumer Defensive: $61.3 Billion
Energy: $47.3 Billion
Other: $93.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.99B
$320 Million 0.01% of portfolio
1,154
Q4 2024 Reduced 73.28%
$11.7B
$333 Million 0.01% of portfolio
9,994
Q4 2024 Added 2.44%
$64.3B
$356 Million 0.01% of portfolio
1,264
Q4 2024 Added 6.85%
$76.4B
$335 Million 0.01% of portfolio
3,548
Q4 2024 Reduced 12.2%
$57.8B
$451 Million 0.01% of portfolio
11,837
Q4 2024 Reduced 9.16%
$35.1B
$233 Million 0.01% of portfolio
3,656
Q4 2024 Added 3.48%
$13.3B
$241 Million 0.01% of portfolio
11,548
Q4 2024 Reduced 2.27%
$17.6B
$215 Million 0.01% of portfolio
1,843
Q4 2024 Reduced 20.22%
$49.7B
$229 Million 0.01% of portfolio
217
Q4 2024 Reduced 6.06%
$47.5B
$272 Million 0.01% of portfolio
28,463
Q4 2024 Added 9.63%
$38.1B
$496 Million 0.01% of portfolio
4,531
Q4 2024 Reduced 2.45%
$117B
$341 Million 0.01% of portfolio
5,337
Q4 2024 Added 8.72%
$10.2B
$211 Million 0.01% of portfolio
10,425
Q4 2024 Reduced 19.19%
$15.3B
$513 Million 0.01% of portfolio
7,115
Q4 2024 Added 47.46%
$35.1B
$203 Million 0.01% of portfolio
492
Q4 2024 Reduced 81.9%
$77.9B
$204 Million 0.01% of portfolio
9,297
Q4 2024 Added 300.22%
$3.94B
$191 Million 0.01% of portfolio
1,441
Q4 2024 Added 1.48%
$99B
$243 Million 0.01% of portfolio
12,110
Q4 2024 Added 55.04%
$20.5B
$385 Million 0.01% of portfolio
4,551
Q4 2024 Reduced 1.26%
$18.7B
$193 Million 0.01% of portfolio
3,578
Q4 2024 Added 4.04%
$10.4B
$459 Million 0.01% of portfolio
16,366
Q4 2024 Reduced 2.94%
$34.7B
$187 Million 0.01% of portfolio
951
Q4 2024 Reduced 7.76%
$13.6B
$212 Million 0.01% of portfolio
2,708
Q4 2024 New
$6.99B
$259 Million 0.01% of portfolio
4,465
Q4 2024 New
$47.4B
$453 Million 0.01% of portfolio
14,103
Q4 2024 Reduced 0.67%
$15.6B
$423 Million 0.01% of portfolio
45,617
Q4 2024 Added 2.42%
$46.9B
$188 Million 0.01% of portfolio
3,081
Q4 2024 Added 4.26%
$2.24B
$424 Million 0.01% of portfolio
4,099
Q4 2024 Reduced 3.51%
$5.72B
$316 Million 0.01% of portfolio
3,336
Q4 2024 Reduced 2.63%
$40.3B
$407 Million 0.01% of portfolio
1,063
Q4 2024 Reduced 17.15%
$10.8B
$339 Million 0.01% of portfolio
1,255
Q4 2024 Added 4.85%
$30.6B
$439 Million 0.01% of portfolio
850
Q4 2024 Added 4.42%
$8.9B
$235 Million 0.01% of portfolio
7,172
Q4 2024 Added 10.08%
$27.5B
$248 Million 0.01% of portfolio
203
Q4 2024 Added 9.14%
$12.9B
$289 Million 0.01% of portfolio
8,334
Q4 2024 Reduced 24.52%
$18.7B
$408 Million 0.01% of portfolio
2,640
Q4 2024 Reduced 1.31%
$4.51B
$218 Million 0.01% of portfolio
2,745
Q4 2024 Reduced 72.45%
$9.83B
$380 Million 0.01% of portfolio
758
Q4 2024 Reduced 3.81%
$20.3B
$350 Million 0.01% of portfolio
3,013
Q4 2024 Added 8.46%
$2.69B
$234 Million 0.01% of portfolio
23,536
Q4 2024 Reduced 2.19%
$9.66B
$439 Million 0.01% of portfolio
2,584
Q4 2024 Added 19.57%
$91.9B
$516 Million 0.01% of portfolio
6,821
Q4 2024 Reduced 18.0%
$15.9B
$352 Million 0.01% of portfolio
9,587
Q4 2024 Reduced 88.85%
$75.7B
$412 Million 0.01% of portfolio
877
Q4 2024 Reduced 0.68%
$178B
$259 Million 0.01% of portfolio
3,014
Q4 2024 Reduced 33.87%
$54.5B
$451 Million 0.01% of portfolio
2,170
Q4 2024 Reduced 10.99%
$84.2B
$198 Million 0.01% of portfolio
167
Q4 2024 Reduced 11.64%
$13B
$388 Million 0.01% of portfolio
7,084
Q4 2024 Added 18.26%
$18.9B
$248 Million 0.01% of portfolio
3,935
Q4 2024 Added 3.53%

Summary

  • Portfolio
  • No. of Stocks 1,313
  • Current Value $3.58 Trillion
  • Prior Value $3.48 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 90 stocks
  • Additional Purchases 517 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 550 stocks
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