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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.45B
$42.2 Million 0.0% of portfolio
231
Q3 2024 Added 5.96%
$2.02B
$40.3 Million 0.0% of portfolio
539
Q1 2024 Added 120.0%
$4.47B
$167 Million 0.0% of portfolio
1,962
Q3 2024 Added 27.73%
$4.01B
$2.58 Million 0.0% of portfolio
30
Q4 2022 Reduced 18.92%
$8.99B
$29.9 Million 0.0% of portfolio
121
Q3 2024 Reduced 13.57%
$4.56B
$3.14 Million 0.0% of portfolio
47
Q3 2024 Added 176.47%
$6.73B
$22.8 Million 0.0% of portfolio
1,323
Q3 2024 New
$8.87B
$32.5 Million 0.0% of portfolio
375
Q3 2024 Reduced 2.09%
$4.47B
$1.89 Million 0.0% of portfolio
41
Q3 2024 New
$5.79B
$57.7 Million 0.0% of portfolio
595
Q3 2024 Added 25.53%
$8.2B
$1.97 Million 0.0% of portfolio
15
Q3 2024 New
$3.46B
$20.6 Million 0.0% of portfolio
5,312
Q3 2024 Reduced 55.3%
$3.02B
$92.6 Million 0.0% of portfolio
466
Q3 2024 Added 291.6%
$7.3B
$2.32 Million 0.0% of portfolio
8
Q3 2024 New
$6.83B
$1.17 Million 0.0% of portfolio
28
Q3 2024 New
$3.01B
$1.16 Million 0.0% of portfolio
45
Q3 2023 Reduced 19.64%
$8.42B
$42 Million 0.0% of portfolio
2,672
Q3 2024 Reduced 46.38%
$6.13B
$154 Million 0.0% of portfolio
4,557
Q3 2024 Added 9.73%
$2.43B
$63.6 Million 0.0% of portfolio
1,825
Q1 2024 Added 387.97%
$7.49B
$29.1 Million 0.0% of portfolio
3,245
Q3 2024 Added 8,670.27%
$3.86B
$1.76 Million 0.0% of portfolio
7
Q3 2024 Added 600.0%
$5.12B
$59.4 Million 0.0% of portfolio
35
Q1 2024 Reduced 42.11%
$8.68B
$10.2 Million 0.0% of portfolio
285
Q3 2024 New
$7.11B
$15.4 Million 0.0% of portfolio
861
Q3 2024 Reduced 76.76%
$2.75B
$75.4 Million 0.0% of portfolio
1,549
Q3 2024 Added 19.15%
$9.06B
$134 Million 0.0% of portfolio
2,837
Q3 2024 Added 15.23%

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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