Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024

Td Private Client Wealth LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.48 Trillion distributed in 1281 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 $216B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $154B, Ishares Tr with a value of $147B, and Ishares U.S. Treasury Bond ETF with a value of $128B.

Examining the 13F form we can see an increase of $302B in the current position value, from $3.18T to 3.48T. Also it can be appreciated an additional of 91 stocks purchases and 1 closed positions.

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 $3.48 Trillion
Technology: $258 Billion
Financial Services: $165 Billion
Healthcare: $152 Billion
Industrials: $121 Billion
Communication Services: $88.1 Billion
Consumer Cyclical: $87 Billion
Consumer Defensive: $70.7 Billion
Energy: $53.5 Billion
Other: $113 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$216 Billion 6.22% of portfolio
3,205,369
Q3 2024 Added 13.32%
$0
$200 Billion 5.75% of portfolio
348,520
Q3 2024 Reduced 3.33%
$0
$154 Billion 4.43% of portfolio
3,260,561
Q3 2024 Added 13.09%
$0
$147 Billion 4.21% of portfolio
1,877,590
Q3 2024 Added 15.69%
$0
$128 Billion 3.69% of portfolio
5,473,630
Q3 2024 Added 12.54%
$0
$84.5 Billion 2.43% of portfolio
426,442
Q3 2024 Added 1.93%
$0
$78.1 Billion 2.25% of portfolio
939,577
Q3 2024 Reduced 15.29%
$0
$67.9 Billion 1.95% of portfolio
1,150,437
Q3 2024 Added 12.16%
$0
$59.8 Billion 1.72% of portfolio
328,412
Q3 2024 Added 15.47%
$0
$51.1 Billion 1.47% of portfolio
815,623
Q3 2024 Added 13.21%
$0
$51 Billion 1.47% of portfolio
135,929
Q3 2024 Added 2.34%
$0
$50.9 Billion 1.46% of portfolio
640,696
Q3 2024 Reduced 7.16%
$0
$46.6 Billion 1.34% of portfolio
134,845
Q3 2024 Added 10.88%
$0
$43.6 Billion 1.25% of portfolio
444,357
Q3 2024 Added 2,205.0%
$0
$43.4 Billion 1.25% of portfolio
808,098
Q3 2024 Added 12.81%
$0
$43.3 Billion 1.24% of portfolio
361,867
Q3 2024 Added 0.15%
$0
$38 Billion 1.09% of portfolio
661,438
Q3 2024 Added 2.5%
$0
$37.2 Billion 1.07% of portfolio
70,449
Q3 2024 Reduced 8.23%
$0
$36.8 Billion 1.06% of portfolio
440,312
Q3 2024 Added 9.05%
$0
$35.3 Billion 1.02% of portfolio
61,224
Q3 2024 Reduced 43.95%
$0
$34 Billion 0.98% of portfolio
194,588
Q3 2024 Added 3.99%
$0
$31.9 Billion 0.92% of portfolio
333,444
Q3 2024 Added 5.97%
$0
$30.4 Billion 0.87% of portfolio
79,135
Q3 2024 Reduced 1.66%
$0
$25.8 Billion 0.74% of portfolio
414,663
Q3 2024 Added 2.45%
$0
$25.9 Billion 0.74% of portfolio
255,363
Q3 2024 Added 165.99%
$0
$22.6 Billion 0.65% of portfolio
267,125
Q3 2024 Added 2.25%
$0
$21.1 Billion 0.61% of portfolio
401,020
Q3 2024 Added 24.89%
$0
$20.7 Billion 0.6% of portfolio
109,249
Q3 2024 Reduced 8.36%
$0
$19.9 Billion 0.57% of portfolio
175,934
Q3 2024 Added 0.72%
$0
$19.7 Billion 0.57% of portfolio
100,045
Q3 2024 Reduced 2.08%
$0
$18.5 Billion 0.53% of portfolio
235,121
Q3 2024 Reduced 4.9%
$0
$18.3 Billion 0.53% of portfolio
218,664
Q3 2024 Added 8.33%
$0
$18.2 Billion 0.52% of portfolio
128,339
Q3 2024 Reduced 2.19%
$0
$17.4 Billion 0.5% of portfolio
149,063
Q3 2024 Reduced 2.78%
$0
$16.4 Billion 0.47% of portfolio
171,605
Q3 2024 Reduced 16.06%
$0
$13.8 Billion 0.4% of portfolio
140,644
Q3 2024 Reduced 16.03%
$0
$13.1 Billion 0.38% of portfolio
59,350
Q3 2024 Reduced 3.67%
$0
$12.7 Billion 0.37% of portfolio
48,224
Q3 2024 Reduced 3.44%
$0
$12.7 Billion 0.37% of portfolio
131,557
Q3 2024 Added 24.07%
$0
$12.6 Billion 0.36% of portfolio
160,406
Q3 2024 Added 23.86%
$0
$11.9 Billion 0.34% of portfolio
124,687
Q3 2024 Added 13.68%
$0
$11.5 Billion 0.33% of portfolio
172,681
Q3 2024 Added 15.08%
$0
$11 Billion 0.32% of portfolio
227,937
Q3 2024 Added 0.04%
$0
$11.3 Billion 0.32% of portfolio
19,265
Q3 2024 Added 0.82%
$0
$10.2 Billion 0.29% of portfolio
98,132
Q3 2024 Added 15.54%
$0
$9.39 Billion 0.27% of portfolio
125,069
Q3 2024 Reduced 7.8%
$0
$8.95 Billion 0.26% of portfolio
28,481
Q3 2024 Added 11.63%
$0
$9.16 Billion 0.26% of portfolio
82,778
Q3 2024 Added 5.88%
$0
$8.94 Billion 0.26% of portfolio
37,667
Q3 2024 Added 16.66%

Summary

  • Portfolio
  • No. of Stocks 1,281
  • Current Value $3.48 Trillion
  • Prior Value $3.18 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 91 stocks
  • Additional Purchases 565 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 443 stocks
Track This Portfolio

Track Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email