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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$560 Million 0.02% of portfolio
6,734
Q3 2024 Added 735.48%
$10.5B
$452 Million 0.01% of portfolio
1,643
Q3 2024 Added 12.38%
$16.2B
$177 Million 0.01% of portfolio
1,716
Q3 2024 New
$42.1B
$447 Million 0.01% of portfolio
4,468
Q3 2024 Added 1.94%
$11.5B
$325 Million 0.01% of portfolio
3,380
Q3 2024 Added 26.5%
$0
$352 Million 0.01% of portfolio
7,468
Q3 2024 Added 24.99%
$102B
$365 Million 0.01% of portfolio
7,158
Q3 2024 Added 18.31%
Amentum Hldgs Inc Com
-
$180 Million 0.01% of portfolio
-
Q3 2024 New
$3.69B
$174 Million 0.01% of portfolio
11,727
Q3 2024 Added 14.56%
$10.7B
$227 Million 0.01% of portfolio
1,017
Q3 2024 Added 24.94%
$14.7B
$296 Million 0.01% of portfolio
4,115
Q3 2024 Reduced 3.11%
$7.26B
$281 Million 0.01% of portfolio
2,141
Q3 2024 Added 22.34%
$21.3B
$337 Million 0.01% of portfolio
34,513
Q3 2024 Reduced 4.19%
$53.1B
$221 Million 0.01% of portfolio
801
Q3 2024 Added 13.78%
$16.5B
$196 Million 0.01% of portfolio
889
Q3 2024 Added 0.45%
$8.94B
$220 Million 0.01% of portfolio
6,088
Q3 2024 Added 332.08%
$19.4B
$254 Million 0.01% of portfolio
3,734
Q3 2024 Reduced 8.9%
$57.5B
$209 Million 0.01% of portfolio
19,307
Q3 2024 Reduced 4.69%
$20.2B
$299 Million 0.01% of portfolio
2,890
Q3 2024 Reduced 2.6%
$133B
$246 Million 0.01% of portfolio
3,961
Q3 2024 Reduced 17.6%
$141B
$519 Million 0.01% of portfolio
3,387
Q3 2024 Reduced 65.66%
$9.25B
$386 Million 0.01% of portfolio
6,076
Q3 2024 Added 38.69%
$89B
$264 Million 0.01% of portfolio
1,734
Q3 2024 Added 15.6%
$8.45B
$240 Million 0.01% of portfolio
3,474
Q3 2024 Added 0.55%
Canadian Pacific Kansas City LTD Isin# Ca13646 K1084
-
$267 Million 0.01% of portfolio
-
Q3 2024 Reduced 0.73%
$71.8B
$203 Million 0.01% of portfolio
1,354
Q3 2024 Reduced 0.95%
$43.5B
$360 Million 0.01% of portfolio
2,895
Q3 2024 Added 32.43%
$22.8B
$370 Million 0.01% of portfolio
1,918
Q3 2024 Reduced 13.02%
$5.57B
$212 Million 0.01% of portfolio
1,631
Q3 2024 Added 18.27%
$22.5B
$182 Million 0.01% of portfolio
885
Q3 2024 Added 295.09%
$5.86B
$276 Million 0.01% of portfolio
2,220
Q3 2024 Added 29.22%
$82.3B
$458 Million 0.01% of portfolio
2,074
Q3 2024 Reduced 2.17%
$14.1B
$293 Million 0.01% of portfolio
26,394
Q3 2024 Added 1.56%
$16.6B
$275 Million 0.01% of portfolio
3,102
Q3 2024 Added 46.05%
$17.6B
$424 Million 0.01% of portfolio
1,087
Q3 2024 Added 45.32%
$7.18B
$325 Million 0.01% of portfolio
5,908
Q3 2024 Added 5.95%
$34.9B
$243 Million 0.01% of portfolio
2,334
Q3 2024 Added 4.66%
$81.7B
$317 Million 0.01% of portfolio
1,219
Q3 2024 Reduced 0.81%
$6.54B
$180 Million 0.01% of portfolio
1,245
Q3 2024 Added 20.99%
$80B
$183 Million 0.01% of portfolio
652
Q3 2024 Reduced 55.03%
$11.1B
$263 Million 0.01% of portfolio
2,739
Q3 2024 Reduced 6.84%
$56.8B
$231 Million 0.01% of portfolio
1,212
Q3 2024 Reduced 25.87%
$20.5B
$326 Million 0.01% of portfolio
1,989
Q3 2024 Reduced 0.4%
$40.6B
$382 Million 0.01% of portfolio
7,515
Q3 2024 Added 11.66%
$54.6B
$176 Million 0.01% of portfolio
1,087
Q3 2024 Added 6.57%
$9.48B
$187 Million 0.01% of portfolio
2,540
Q3 2024 Added 32.64%
$41.7B
$477 Million 0.01% of portfolio
5,354
Q3 2024 Reduced 2.58%
$11.6B
$360 Million 0.01% of portfolio
1,251
Q3 2024 Reduced 61.38%
$34.7B
$356 Million 0.01% of portfolio
5,462
Q3 2024 Added 10.93%

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