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
$39.1B
$319 Million 0.01% of portfolio
6,730
Q1 2024 Added 668.41%
$68.6B
$392 Million 0.01% of portfolio
3,109
Q1 2024 Added 252.02%
$40.9B
$458 Million 0.01% of portfolio
26,212
Q1 2024 Added 8.98%
$9.39B
$238 Million 0.01% of portfolio
4,381
Q1 2024 Added 53.24%
$6.07B
$179 Million 0.01% of portfolio
3,792
Q1 2024 Added 0.77%
$10.5B
$268 Million 0.01% of portfolio
1,689
Q1 2024 Added 13.19%
$22.7B
$311 Million 0.01% of portfolio
16,972
Q1 2024 Added 8.62%
$11.3B
$213 Million 0.01% of portfolio
518
Q1 2024 Reduced 5.91%
$13.6B
$179 Million 0.01% of portfolio
21,515
Q2 2021 Reduced 8.19%
$22.1B
$364 Million 0.01% of portfolio
2,205
Q1 2024 Reduced 6.39%
$6.39B
$203 Million 0.01% of portfolio
10,663
Q1 2024 Added 14,240.0%
$5.72B
$239 Million 0.01% of portfolio
2,095
Q1 2024 Added 4.71%
$92B
$309 Million 0.01% of portfolio
6,732
Q1 2024 Added 106.13%
$42.9B
$215 Million 0.01% of portfolio
731
Q4 2023 Added 1.11%
$8.37B
$267 Million 0.01% of portfolio
7,103
Q1 2024 Added 20.23%
$83B
$265 Million 0.01% of portfolio
650
Q1 2024 Added 6.97%
$27.8B
$448 Million 0.01% of portfolio
3,234
Q1 2024 Added 21.3%
$10.1B
$231 Million 0.01% of portfolio
12,996
Q2 2024 New
$21.9B
$194 Million 0.01% of portfolio
883
Q1 2024 Added 0.46%
$11.9B
$210 Million 0.01% of portfolio
546
Q1 2024 Added 6.24%
$2.5B
$184 Million 0.01% of portfolio
902
Q1 2024 Added 1.18%
$8.55B
$220 Million 0.01% of portfolio
3,455
Q1 2024 Added 22.28%
$4.66B
$168 Million 0.01% of portfolio
174
Q1 2024 Reduced 17.14%
$8.15B
$447 Million 0.01% of portfolio
2,802
Q1 2024 Added 530.09%
$5.19B
$165 Million 0.01% of portfolio
2,638
Q1 2024 Reduced 28.45%
$17.7B
$306 Million 0.01% of portfolio
1,239
Q1 2024 Added 6.99%
$17.3B
$182 Million 0.01% of portfolio
2,124
Q1 2024 Added 12.74%
$15.6B
$251 Million 0.01% of portfolio
1,855
Q1 2024 Reduced 53.1%
$17.8B
$466 Million 0.01% of portfolio
2,684
Q1 2024 Added 0.2%
$21.2B
$411 Million 0.01% of portfolio
36,022
Q1 2024 Added 36.5%
$13.3B
$190 Million 0.01% of portfolio
2,911
Q1 2024 Reduced 6.57%
$11.4B
$203 Million 0.01% of portfolio
2,672
Q1 2024 New
$6.04B
$184 Million 0.01% of portfolio
897
Q1 2024 Added 49.48%
$7.02B
$198 Million 0.01% of portfolio
1,750
Q1 2024 Added 24.0%
$5.37B
$161 Million 0.01% of portfolio
2,827
Q1 2024 Added 41.82%
$11.7B
$311 Million 0.01% of portfolio
662
Q1 2024 Added 23.32%
$16.5B
$227 Million 0.01% of portfolio
748
Q1 2024 Reduced 17.67%
$24.5B
$452 Million 0.01% of portfolio
1,238
Q1 2024 Added 44.69%
$10.6B
$353 Million 0.01% of portfolio
1,462
Q1 2024 Added 55.35%
$5.8B
$219 Million 0.01% of portfolio
1,718
Q1 2024 Added 69.6%
$7.3B
$307 Million 0.01% of portfolio
5,576
Q1 2024 Added 57.68%
$5.28B
$161 Million 0.01% of portfolio
1,364
Q1 2024 Added 73.65%
$7.95B
$238 Million 0.01% of portfolio
4,298
Q1 2024 Added 45.55%
$12.2B
$179 Million 0.01% of portfolio
2,132
Q1 2024 Reduced 38.17%
$19.9B
$41.9 Million 0.0% of portfolio
262
Q1 2024 Reduced 1.65%
$20.4B
$44 Million 0.0% of portfolio
322
Q1 2024 Reduced 30.98%
$31.7B
$50.7 Million 0.0% of portfolio
706
Q1 2024 Reduced 23.52%
$6.75B
$8.2 Million 0.0% of portfolio
139
Q1 2024 Reduced 95.8%
$13.9B
$16.2 Million 0.0% of portfolio
317
Q1 2024 Reduced 5.37%

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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