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
$6.34B
$500 Million 0.01% of portfolio
9,420
Q4 2024 Added 400.27%
$7.42B
$272 Million 0.01% of portfolio
3,936
Q4 2024 Added 37.0%
$18.4B
$388 Million 0.01% of portfolio
5,485
Q4 2024 Added 826.52%
$16.5B
$267 Million 0.01% of portfolio
4,644
Q4 2024 Reduced 6.45%
$107B
$387 Million 0.01% of portfolio
12,768
Q4 2024 Reduced 0.35%
$52.2B
$189 Million 0.01% of portfolio
1,539
Q4 2024 Reduced 5.06%
$0
$313 Million 0.01% of portfolio
2,962
Q4 2024 Added 2.88%
$0
$368 Million 0.01% of portfolio
7,498
Q4 2024 Added 749,700.0%
$0
$241 Million 0.01% of portfolio
2,696
Q4 2024 Added 15.46%
$0
$321 Million 0.01% of portfolio
2,648
Q4 2024 Added 6.26%
$0
$340 Million 0.01% of portfolio
2,882
Q4 2024 Added 2.53%
$0
$403 Million 0.01% of portfolio
1,590
Q4 2024 Added 12.05%
$0
$277 Million 0.01% of portfolio
1,087
Q4 2024 Reduced 1.63%
$35.9B
$460 Million 0.01% of portfolio
1,790
Q4 2024 Reduced 83.21%
$22.1B
$368 Million 0.01% of portfolio
993
Q4 2024 Added 22.44%
$69.5B
$194 Million 0.01% of portfolio
1,541
Q4 2024 Reduced 2.9%
$0
$360 Million 0.01% of portfolio
13,002
Q4 2024 New
$0
$309 Million 0.01% of portfolio
9,369
Q4 2024 New
$42.1B
$308 Million 0.01% of portfolio
2,297
Q4 2024 Added 18.52%
$82.1B
$83.1 Million 0.0% of portfolio
644
Q4 2024 Added 9.71%
$6.02B
$1.29 Million 0.0% of portfolio
11
Q4 2024 New
$0
$12.9 Million 0.0% of portfolio
653
Q4 2024 New
$4.27B
$45.7 Million 0.0% of portfolio
794
Q4 2024 Added 17.11%
$6.5B
$1.84 Million 0.0% of portfolio
266
Q1 2020 Sold Out
$2.88B
$142,000 0.0% of portfolio
3
Q4 2024 New
$10.6B
$6.71 Million 0.0% of portfolio
58
Q4 2024 Added 427.27%
$832M
$1.2 Million 0.0% of portfolio
42
Q1 2024 Added 110.0%
$24.8B
$65.1 Million 0.0% of portfolio
680
Q4 2024 Reduced 17.38%
$6.63B
$37.3 Million 0.0% of portfolio
2,902
Q4 2024 Reduced 37.05%
$6.5B
$149 Million 0.0% of portfolio
805
Q4 2024 Reduced 2.54%
$5.75B
$95.1 Million 0.0% of portfolio
10,322
Q4 2024 Added 10.37%
$5.48B
$3.28 Million 0.0% of portfolio
68
Q4 2024 Added 51.11%
$14.4B
$26.8 Million 0.0% of portfolio
280
Q4 2024 Added 0.36%
$9.61B
$8.35 Million 0.0% of portfolio
129
Q3 2024 Reduced 57.98%
$9.51B
$41 Million 0.0% of portfolio
476
Q4 2024 Added 20.81%
Albemarle Corp Dep Shs Repstg 1/20 Th Int Cl A Mand Conv Pfd 7.25 Percent Qtly Cpn Mty 03/01/27
-
$448,000 0.0% of portfolio
-
Q4 2024 New
$330B
$15.9 Million 0.0% of portfolio
187
Q4 2024 New
$16.2B
$102 Million 0.0% of portfolio
488
Q4 2024 Reduced 1.61%
$50.7B
$77.5 Million 0.0% of portfolio
402
Q4 2024 Added 5.79%
$2.91B
$27.6 Million 0.0% of portfolio
138
Q4 2024 Added 31.43%
$5.79B
$19.5 Million 0.0% of portfolio
179
Q1 2024 Added 24.31%
$29.9B
$72.7 Million 0.0% of portfolio
39,308
Q4 2024 Reduced 0.93%
$10.8B
$10 Million 0.0% of portfolio
118
Q4 2024 Reduced 49.79%
Amentum Hldgs Inc Com
-
$6.39 Million 0.0% of portfolio
-
Q4 2024 Reduced 94.55%
Amer Sports Incorporation Registered Shs Isin#Kyg0260 P1028
-
$2.18 Million 0.0% of portfolio
-
Q4 2024 New
$25.3B
$165 Million 0.0% of portfolio
1,846
Q4 2024 Added 7.08%
$7.17B
$5.23 Million 0.0% of portfolio
300
Q4 2024 Reduced 53.85%
American Healthcare Reit Inc Com
-
$938,000 0.0% of portfolio
-
Q4 2024 New
$22.8B
$29.5 Million 0.0% of portfolio
237
Q4 2024 Reduced 18.56%

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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