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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.1B
$7.4 Million 0.0% of portfolio
50
Q3 2024 Added 4.17%
$13.4B
$13.1 Million 0.0% of portfolio
500
Q1 2024 Added 2.64%
$25.6B
$326,000 0.0% of portfolio
67
Q3 2022 Reduced 2.9%
$21.8B
$1.46 Million 0.0% of portfolio
46
Q3 2024 Reduced 89.05%
$19.5B
$9.58 Million 0.0% of portfolio
795
Q3 2024 Reduced 1.73%
$16B
$8.14 Million 0.0% of portfolio
49
Q2 2024 New
$19B
$1.33 Million 0.0% of portfolio
74
Q3 2024 Reduced 55.69%
$11.7B
$2.65 Million 0.0% of portfolio
3
Q3 2024 New
$12.9B
$3.18 Million 0.0% of portfolio
18
Q1 2024 Reduced 38.89%
$56.5B
$23 Million 0.0% of portfolio
210
Q3 2024 Reduced 80.93%
$13.7B
$13.3 Million 0.0% of portfolio
471
Q2 2024 New
$11.7B
$168 Million 0.0% of portfolio
412
Q3 2024 Reduced 24.54%
$101B
$15.1 Million 0.0% of portfolio
238
Q3 2024 Added 13.33%
$15B
$43.4 Million 0.0% of portfolio
351
Q3 2024 Reduced 0.28%
$19B
$8.8 Million 0.0% of portfolio
84
Q3 2024 New
$17.7B
$36.8 Million 0.0% of portfolio
592
Q3 2024 Added 722.22%
$14.6B
$35.4 Million 0.0% of portfolio
781
Q3 2024 Reduced 3.34%
$17.4B
$45.5 Million 0.0% of portfolio
117
Q3 2024 Reduced 87.7%
$30.9B
$77.7 Million 0.0% of portfolio
1,362
Q3 2024 Added 6.99%
$16.9B
$9.6 Million 0.0% of portfolio
1,140
Q3 2024 New
$13B
$3.21 Million 0.0% of portfolio
14
Q3 2024 Added 133.33%
$15.1B
$18.8 Million 0.0% of portfolio
317
Q1 2024 Reduced 5.37%
$25.7B
$63.4 Million 0.0% of portfolio
989
Q3 2024 Added 0.3%
$19.6B
$56.6 Million 0.0% of portfolio
298
Q3 2024 Reduced 1.97%
$32.7B
$14.7 Million 0.0% of portfolio
148
Q3 2024 Added 45.1%
$16.1B
$9.13 Million 0.0% of portfolio
786
Q3 2024 Reduced 1.01%
$24.4B
$37.7 Million 0.0% of portfolio
3,759
Q3 2024 Reduced 8.81%
$11.8B
$14.8 Million 0.0% of portfolio
237
Q1 2024 Reduced 80.95%
$24.9B
$28.1 Million 0.0% of portfolio
3,405
Q3 2024 Reduced 8.22%
$48.6B
$4.83 Million 0.0% of portfolio
27
Q3 2024 Reduced 38.64%
$20.9B
$42.7 Million 0.0% of portfolio
625
Q3 2024 Reduced 5.02%
$11.5B
$1.86 Million 0.0% of portfolio
12
Q3 2024 Added 100.0%
$10.1B
$2.91 Million 0.0% of portfolio
7
Q3 2024 New
$12.6B
$28.3 Million 0.0% of portfolio
169
Q3 2024 Reduced 7.65%
$30.8B
$13.2 Million 0.0% of portfolio
767
Q3 2024 Added 3.09%
$11.2B
$870,000 0.0% of portfolio
17
Q4 2022 New
$10.4B
$7.67 Million 0.0% of portfolio
80
Q3 2024 Reduced 10.11%
$17.2B
$1.29 Million 0.0% of portfolio
12
Q3 2024 Reduced 7.69%
$22.6B
$71.7 Million 0.0% of portfolio
531
Q3 2024 Reduced 10.91%
$19.7B
$6.48 Million 0.0% of portfolio
144
Q3 2024 Added 87.01%
$22.7B
$18.7 Million 0.0% of portfolio
173
Q3 2024 Reduced 10.82%
$16B
$93.2 Million 0.0% of portfolio
3,761
Q2 2024 New

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
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