Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024

Td Private Client Wealth LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.58 Trillion distributed in 1313 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 $249B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $164B, Ishares Tr with a value of $156B, and Ishares U.S. Treasury Bond ETF with a value of $131B.

Examining the 13F form we can see an increase of $98B in the current position value, from $3.48T to 3.58T.

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 $3.58 Trillion
Technology: $254 Billion
Financial Services: $174 Billion
Healthcare: $121 Billion
Industrials: $117 Billion
Consumer Cyclical: $94 Billion
Communication Services: $87.2 Billion
Consumer Defensive: $61.3 Billion
Energy: $47.3 Billion
Other: $93.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.32B
$229 Million 0.01% of portfolio
6,679
Q4 2024 Added 9.71%
$20.9B
$231 Million 0.01% of portfolio
9,948
Q4 2024 Reduced 89.19%
$16.6B
$242 Million 0.01% of portfolio
2,815
Q4 2024 Reduced 2.6%
$123B
$195 Million 0.01% of portfolio
3,985
Q4 2024 Added 0.61%
$8.71B
$368 Million 0.01% of portfolio
6,961
Q4 2024 Added 14.57%
$30.3B
$201 Million 0.01% of portfolio
2,368
Q4 2024 Added 14.62%
$102B
$496 Million 0.01% of portfolio
2,804
Q4 2024 Added 61.71%
$19.5B
$371 Million 0.01% of portfolio
2,599
Q4 2024 Reduced 34.55%
Canadian Pacific Kansas City LTD Isin# Ca13646 K1084
-
$210 Million 0.01% of portfolio
-
Q4 2024 Reduced 6.81%
$68.8B
$239 Million 0.01% of portfolio
1,343
Q4 2024 Reduced 0.81%
$24B
$456 Million 0.01% of portfolio
2,332
Q4 2024 Added 528.57%
$42B
$424 Million 0.01% of portfolio
3,233
Q4 2024 Added 11.68%
$26.9B
$533 Million 0.01% of portfolio
35,164
Q4 2024 Reduced 12.51%
$28.6B
$334 Million 0.01% of portfolio
1,789
Q4 2024 Reduced 6.73%
$5.57B
$216 Million 0.01% of portfolio
2,169
Q4 2024 Reduced 2.3%
$95.4B
$484 Million 0.01% of portfolio
2,083
Q4 2024 Added 0.43%
$19.2B
$254 Million 0.01% of portfolio
3,257
Q4 2024 Added 5.0%
$78.2B
$246 Million 0.01% of portfolio
2,710
Q4 2024 Reduced 91.62%
$1.94B
$228 Million 0.01% of portfolio
8,430
Q4 2024 Added 36.08%
$11.6B
$416 Million 0.01% of portfolio
980
Q4 2024 Reduced 9.84%
$5.42B
$263 Million 0.01% of portfolio
5,312
Q4 2024 Reduced 10.09%
$39.2B
$210 Million 0.01% of portfolio
2,348
Q4 2024 Added 0.6%
$67.1B
$283 Million 0.01% of portfolio
1,266
Q4 2024 Added 3.86%
$6.53B
$198 Million 0.01% of portfolio
1,812
Q4 2024 Added 45.54%
$75.7B
$291 Million 0.01% of portfolio
851
Q4 2024 Added 30.52%
$10.7B
$237 Million 0.01% of portfolio
2,864
Q4 2024 Added 4.56%
$25.4B
$367 Million 0.01% of portfolio
1,964
Q4 2024 Reduced 1.26%
$2.97B
$216 Million 0.01% of portfolio
1,065
Q4 2024 Added 11.75%
$41.2B
$202 Million 0.01% of portfolio
1,139
Q4 2024 Added 4.78%
$46.7B
$439 Million 0.01% of portfolio
8,158
Q4 2024 Reduced 73.85%
$65.4B
$206 Million 0.01% of portfolio
1,226
Q4 2024 Added 4.16%
$24.7B
$191 Million 0.01% of portfolio
1,016
Q4 2024 Added 128.31%
$24.6B
$295 Million 0.01% of portfolio
7,362
Q4 2024 Reduced 48.26%
$37.4B
$412 Million 0.01% of portfolio
5,398
Q4 2024 Added 0.82%
$8.14B
$317 Million 0.01% of portfolio
1,283
Q4 2024 Added 2.56%
$37.2B
$398 Million 0.01% of portfolio
6,423
Q4 2024 Added 17.59%
$17.6B
$493 Million 0.01% of portfolio
1,086
Q4 2024 Reduced 1.36%
$10.1B
$229 Million 0.01% of portfolio
2,485
Q4 2024 Reduced 66.13%
$19.6B
$215 Million 0.01% of portfolio
4,659
Q4 2024 Added 21.45%
$74.3B
$203 Million 0.01% of portfolio
215
Q4 2024 Added 2.38%
$12.4B
$188 Million 0.01% of portfolio
2,826
Q3 2024 Reduced 2.92%
$25.9B
$252 Million 0.01% of portfolio
31,232
Q4 2024 Added 583.26%
$10.4B
$198 Million 0.01% of portfolio
5,461
Q4 2024 Reduced 1.0%
$7.82B
$320 Million 0.01% of portfolio
1,154
Q4 2024 Reduced 73.28%
$11.9B
$333 Million 0.01% of portfolio
9,994
Q4 2024 Added 2.44%
$63.4B
$356 Million 0.01% of portfolio
1,264
Q4 2024 Added 6.85%
$0
$219 Million 0.01% of portfolio
2,148
Q4 2024 Added 27.86%
$0
$504 Million 0.01% of portfolio
13,873
Q4 2024 Added 7.53%
$75.9B
$335 Million 0.01% of portfolio
3,548
Q4 2024 Reduced 12.2%

Summary

  • Portfolio
  • No. of Stocks 1,313
  • Current Value $3.58 Trillion
  • Prior Value $3.48 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 90 stocks
  • Additional Purchases 517 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 550 stocks
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