Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.18 Trillion
  • Q2 2024

Td Private Client Wealth LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.18 Trillion distributed in 1216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $196B, Spdr Portfolio S&P 500 ETF (Ma with a value of $181B, Vanguard Mortg Backed Sec ETF with a value of $131B, Ishares Tr with a value of $118B, and Ishares U.S. Treasury Bond ETF with a value of $110B.

Examining the 13F form we can see an increase of $3.18T in the current position value.

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 $3.18 Trillion
Technology: $256 Billion
Financial Services: $149 Billion
Healthcare: $136 Billion
Industrials: $107 Billion
Communication Services: $84.6 Billion
Consumer Cyclical: $78.8 Billion
Consumer Defensive: $63.3 Billion
Energy: $55.5 Billion
Other: $96.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.6B
$254 Million 0.01% of portfolio
4,212
Q1 2024 Reduced 46.28%
$23.9B
$303 Million 0.01% of portfolio
15,136
Q1 2024 Added 2.72%
$58.7B
$230 Million 0.01% of portfolio
1,635
Q1 2024 Reduced 46.8%
$53.1B
$174 Million 0.01% of portfolio
704
Q1 2024 Reduced 21.34%
$23B
$245 Million 0.01% of portfolio
846
Q1 2024 Reduced 1.41%
$28.4B
$401 Million 0.01% of portfolio
18,949
Q1 2024 Reduced 3.61%
$11.6B
$355 Million 0.01% of portfolio
12,189
Q1 2024 Reduced 5.34%
$90.4B
$273 Million 0.01% of portfolio
1,500
Q1 2024 Reduced 23.91%
$95.1B
$309 Million 0.01% of portfolio
940
Q1 2024 Reduced 11.16%
$40.8B
$319 Million 0.01% of portfolio
1,958
Q1 2024 Reduced 1.59%
$71.1B
$189 Million 0.01% of portfolio
1,367
Q1 2024 Added 134.21%
$19.1B
$306 Million 0.01% of portfolio
9,866
Q1 2024 Reduced 1.62%
$74.5B
$357 Million 0.01% of portfolio
1,189
Q1 2024 Added 53.02%
$45.4B
$391 Million 0.01% of portfolio
4,383
Q1 2024 Added 7.93%
$42.2B
$442 Million 0.01% of portfolio
5,496
Q1 2024 Reduced 5.98%
$18.5B
$459 Million 0.01% of portfolio
5,351
Q1 2024 Added 1.06%
$52.7B
$251 Million 0.01% of portfolio
1,600
Q1 2024 Added 4.56%
$30.5B
$321 Million 0.01% of portfolio
4,684
Q1 2024 Added 7.4%
$38.6B
$445 Million 0.01% of portfolio
821
Q1 2024 Reduced 18.65%
$278B
$383 Million 0.01% of portfolio
1,901
Q1 2024 Reduced 39.57%
$81.4B
$371 Million 0.01% of portfolio
851
Q1 2024 Reduced 9.1%
$43.3B
$162 Million 0.01% of portfolio
12,908
Q1 2024 Reduced 1.54%
$140B
$274 Million 0.01% of portfolio
4,807
Q1 2024 Reduced 3.18%
$81.1B
$417 Million 0.01% of portfolio
2,120
Q1 2024 Added 5.82%
$60.8B
$206 Million 0.01% of portfolio
228
Q1 2024 Added 5.96%
$34.7B
$207 Million 0.01% of portfolio
1,921
Q1 2024 Added 7.92%
$32B
$370 Million 0.01% of portfolio
1,370
Q1 2024 Added 16.18%
$34.8B
$161 Million 0.01% of portfolio
2,176
Q1 2024 Reduced 0.46%
$42.8B
$466 Million 0.01% of portfolio
6,320
Q1 2024 Added 4.71%
Gsk PLC Sponsored Adr New
-
$349 Million 0.01% of portfolio
-
Q1 2024 Added 24.28%
$22.7B
$443 Million 0.01% of portfolio
12,288
Q1 2024 Added 10.43%
$10.4B
$207 Million 0.01% of portfolio
5,556
Q1 2024 Added 26,490.48%
$108B
$451 Million 0.01% of portfolio
14,571
Q1 2024 Added 19.14%
$30.2B
$206 Million 0.01% of portfolio
1,873
Q1 2024 Added 0.48%
$235B
$384 Million 0.01% of portfolio
1,875
Q1 2024 Added 6.04%
$45.3B
$218 Million 0.01% of portfolio
1,857
Q1 2024 Reduced 1.43%
$79.2B
$246 Million 0.01% of portfolio
1,229
Q1 2024 Reduced 2.81%
$64B
$162 Million 0.01% of portfolio
1,550
Q1 2024 Added 5.44%
$39B
$259 Million 0.01% of portfolio
1,959
Q1 2024 Reduced 6.35%
$27B
$366 Million 0.01% of portfolio
2,838
Q1 2024 Added 2.22%
$58.6B
$213 Million 0.01% of portfolio
1,400
Q1 2024 Reduced 17.11%
$39.8B
$245 Million 0.01% of portfolio
2,377
Q1 2024 Added 97.99%
$17.3B
$246 Million 0.01% of portfolio
1,782
Q1 2024 Reduced 23.84%
$22.2B
$161 Million 0.01% of portfolio
10,653
Q1 2024 Reduced 4.92%
$44.2B
$215 Million 0.01% of portfolio
26,030
Q1 2024 Reduced 1.5%
$76.5B
$210 Million 0.01% of portfolio
199
Q1 2024 Added 33.13%
Ge Healthcare Technologies Inc Com
-
$285 Million 0.01% of portfolio
-
Q1 2024 Added 199.79%
$8.74B
$218 Million 0.01% of portfolio
10,405
Q1 2024 Reduced 7.86%
$2.95B
$439 Million 0.01% of portfolio
4,249
Q1 2024 Reduced 1.3%

Summary

  • Portfolio
  • No. of Stocks 1,216
  • Current Value $3.18 Trillion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1,216 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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