Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025

Td Private Client Wealth LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.07 Trillion distributed in 1404 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 $313B, Ishares Tr with a value of $221B, Spdr S&P 500 ETF Trust with a value of $213B, Vanguard Mortg Backed Sec ETF with a value of $192B, and Ishares U.S. Treasury Bond ETF with a value of $147B.

Examining the 13F form we can see an increase of $440B in the current position value, from $3.63T to 4.07T.

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 $4.07 Trillion
Technology: $281 Billion
Financial Services: $194 Billion
Healthcare: $128 Billion
Industrials: $124 Billion
Communication Services: $102 Billion
Consumer Cyclical: $96.3 Billion
Consumer Defensive: $72.8 Billion
Utilities: $55 Billion
Other: $109 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$246 Million 0.01% of portfolio
2,275
Q2 2025 Added 2.34%
$0
$427 Million 0.01% of portfolio
10,647
Q2 2025 Added 5.82%
$63B
$504 Million 0.01% of portfolio
4,767
Q2 2025 New
$17.9B
$346 Million 0.01% of portfolio
6,173
Q2 2025 Reduced 10.72%
$5.32B
$211 Million 0.01% of portfolio
3,588
Q2 2025 Added 14.41%
$29.7B
$329 Million 0.01% of portfolio
6,347
Q2 2025 Added 29.11%
$23.3B
$464 Million 0.01% of portfolio
2,577
Q2 2025 Added 2.14%
$0
$272 Million 0.01% of portfolio
2,239
Q2 2025 Reduced 36.41%
$45B
$275 Million 0.01% of portfolio
26,525
Q2 2025 Reduced 19.75%
$5.37B
$218 Million 0.01% of portfolio
3,805
Q2 2025 Added 11.16%
$6.39B
$301 Million 0.01% of portfolio
1,773
Q2 2025 Added 3.2%
$41.7B
$535 Million 0.01% of portfolio
4,217
Q2 2025 Reduced 6.37%
$65.4B
$369 Million 0.01% of portfolio
4,810
Q2 2025 Reduced 1.47%
$23.5B
$337 Million 0.01% of portfolio
824
Q2 2025 Added 970.13%
$71.2B
$239 Million 0.01% of portfolio
12,921
Q2 2025 Added 17.24%
$102B
$299 Million 0.01% of portfolio
13,337
Q2 2025 Added 19.52%
$0
$428 Million 0.01% of portfolio
23,160
Q2 2025 Reduced 24.23%
$0
$589 Million 0.01% of portfolio
8,424
Q2 2025 Added 2.25%
$0
$315 Million 0.01% of portfolio
8,043
Q2 2025 Reduced 21.76%
$0
$604 Million 0.01% of portfolio
12,221
Q2 2025 Added 6.99%
$0
$544 Million 0.01% of portfolio
11,776
Q2 2025 Reduced 0.86%
$0
$346 Million 0.01% of portfolio
3,882
Q2 2025 Reduced 3.74%
$0
$587 Million 0.01% of portfolio
6,333
Q2 2025 Added 211,000.0%
$0
$204 Million 0.01% of portfolio
2,544
Q2 2025 Reduced 5.74%
$0
$207 Million 0.01% of portfolio
4,157
Q2 2025 Reduced 40.78%
$0
$264 Million 0.01% of portfolio
4,329
Q2 2025 Added 108.43%
$0
$509 Million 0.01% of portfolio
2,405
Q2 2025 Added 1.56%
$0
$404 Million 0.01% of portfolio
2,564
Q2 2025 Reduced 65.83%
$0
$586 Million 0.01% of portfolio
1,670
Q2 2025 Added 398.51%
$0
$330 Million 0.01% of portfolio
5,393
Q2 2025 Added 6.94%
$0
$341 Million 0.01% of portfolio
1,968
Q2 2025 Reduced 35.81%
$8.06B
$301 Million 0.01% of portfolio
2,832
Q2 2025 Added 20.72%
$6.77B
$265 Million 0.01% of portfolio
5,522
Q2 2025 Reduced 0.93%
$61.5B
$490 Million 0.01% of portfolio
16,674
Q2 2025 Reduced 30.24%
$48B
$337 Million 0.01% of portfolio
4,697
Q2 2025 Added 28.51%
$10.2B
$224 Million 0.01% of portfolio
10,768
Q2 2025 Added 8.0%
$2.63B
$339 Million 0.01% of portfolio
3,720
Q2 2025 Reduced 3.07%
$6.59B
$339 Million 0.01% of portfolio
3,574
Q2 2025 Reduced 0.47%
$34.8B
$223 Million 0.01% of portfolio
2,017
Q2 2025 Reduced 27.84%
$75.6B
$373 Million 0.01% of portfolio
87,708
Q2 2025 Added 50.59%
$38.3B
$421 Million 0.01% of portfolio
767
Q2 2025 Reduced 5.66%
$16.5B
$346 Million 0.01% of portfolio
5,377
Q2 2025 Added 26.07%
$10.8B
$338 Million 0.01% of portfolio
10,948
Q2 2025 Added 10.24%
$17.2B
$306 Million 0.01% of portfolio
4,032
Q2 2025 Reduced 1.01%
$5.22B
$207 Million 0.01% of portfolio
2,216
Q2 2025 Added 4.58%
$16.8B
$559 Million 0.01% of portfolio
3,779
Q2 2025 Added 36.97%
$33.1B
$562 Million 0.01% of portfolio
8,965
Q2 2025 New
$3.86B
$257 Million 0.01% of portfolio
10,687
Q2 2025 Added 8.33%
$8.84B
$305 Million 0.01% of portfolio
750
Q2 2025 Reduced 14.68%

Summary

  • Portfolio
  • No. of Stocks 1,404
  • Current Value $4.07 Trillion
  • Prior Value $3.63 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 125 stocks
  • Additional Purchases 563 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 566 stocks
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