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
$10.1B
$231 Million 0.01% of portfolio
12,996
Q2 2024 New
$21.9B
$194 Million 0.01% of portfolio
883
Q1 2024 Added 0.46%
$0
$463 Million 0.01% of portfolio
1,739
Q1 2024 Reduced 3.36%
$11.9B
$210 Million 0.01% of portfolio
546
Q1 2024 Added 6.24%
$0
$302 Million 0.01% of portfolio
10,674
Q2 2024 New
$2.5B
$184 Million 0.01% of portfolio
902
Q1 2024 Added 1.18%
$8.55B
$220 Million 0.01% of portfolio
3,455
Q1 2024 Added 22.28%
$4.66B
$168 Million 0.01% of portfolio
174
Q1 2024 Reduced 17.14%
$8.15B
$447 Million 0.01% of portfolio
2,802
Q1 2024 Added 530.09%
$5.19B
$165 Million 0.01% of portfolio
2,638
Q1 2024 Reduced 28.45%
$0
$283 Million 0.01% of portfolio
2,831
Q1 2024 Reduced 8.1%
$0
$187 Million 0.01% of portfolio
4,500
Q1 2024 Reduced 0.43%
$17.7B
$306 Million 0.01% of portfolio
1,239
Q1 2024 Added 6.99%
$0
$263 Million 0.01% of portfolio
1,117
Q1 2024 Added 0.45%
$17.3B
$182 Million 0.01% of portfolio
2,124
Q1 2024 Added 12.74%
$15.6B
$251 Million 0.01% of portfolio
1,855
Q1 2024 Reduced 53.1%
$21.2B
$411 Million 0.01% of portfolio
36,022
Q1 2024 Added 36.5%
$13.3B
$190 Million 0.01% of portfolio
2,911
Q1 2024 Reduced 6.57%
$0
$327 Million 0.01% of portfolio
2,244
Q1 2024 Added 40.57%
$0
$378 Million 0.01% of portfolio
3,538
Q1 2024 Added 95.65%
$0
$345 Million 0.01% of portfolio
6,638
Q1 2024 Added 1.76%
$0
$261 Million 0.01% of portfolio
1,431
Q1 2024 Added 14.32%
$0
$287 Million 0.01% of portfolio
5,975
Q1 2024 Added 8.87%
$0
$255 Million 0.01% of portfolio
5,633
Q1 2024 Added 13.26%
$0
$208 Million 0.01% of portfolio
2,534
Q1 2024 Added 80.08%
$11.4B
$203 Million 0.01% of portfolio
2,672
Q1 2024 New
$0
$170 Million 0.01% of portfolio
4,583
Q1 2024 Reduced 5.33%
$6.04B
$184 Million 0.01% of portfolio
897
Q1 2024 Added 49.48%
$0
$205 Million 0.01% of portfolio
3,272
Q4 2023 Reduced 0.77%
$7.02B
$198 Million 0.01% of portfolio
1,750
Q1 2024 Added 24.0%
$5.37B
$161 Million 0.01% of portfolio
2,827
Q1 2024 Added 41.82%
$11.7B
$311 Million 0.01% of portfolio
662
Q1 2024 Added 23.32%
$16.5B
$227 Million 0.01% of portfolio
748
Q1 2024 Reduced 17.67%
$24.5B
$452 Million 0.01% of portfolio
1,238
Q1 2024 Added 44.69%
$0
$423 Million 0.01% of portfolio
2,811
Q1 2024 Added 174.53%
$0
$471 Million 0.01% of portfolio
5,126
Q1 2024 Reduced 4.6%
$10.6B
$353 Million 0.01% of portfolio
1,462
Q1 2024 Added 55.35%
$5.8B
$219 Million 0.01% of portfolio
1,718
Q1 2024 Added 69.6%
$7.3B
$307 Million 0.01% of portfolio
5,576
Q1 2024 Added 57.68%
$5.28B
$161 Million 0.01% of portfolio
1,364
Q1 2024 Added 73.65%
$7.95B
$238 Million 0.01% of portfolio
4,298
Q1 2024 Added 45.55%
$12.2B
$179 Million 0.01% of portfolio
2,132
Q1 2024 Reduced 38.17%
$0
$228 Million 0.01% of portfolio
3,982
Q1 2024 Added 22.26%
$0
$192 Million 0.01% of portfolio
3,716
Q1 2024 Reduced 9.59%
$0
$387 Million 0.01% of portfolio
3,031
Q1 2024 Added 31.98%
$0
$369 Million 0.01% of portfolio
2,687
Q1 2024 Reduced 14.11%
$0
$269 Million 0.01% of portfolio
2,712
Q1 2024 Reduced 0.62%
$0
$286 Million 0.01% of portfolio
11,263
Q1 2024 Reduced 57.63%
$0
$270 Million 0.01% of portfolio
3,431
Q1 2024 Reduced 46.01%

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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