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
$39.5B
$139 Million 0.0% of portfolio
770
Q4 2024 Reduced 92.95%
$1.39B
$77.9 Million 0.0% of portfolio
2,099
Q4 2024 Added 22.68%
$124B
$2.65 Million 0.0% of portfolio
53
Q4 2021 Reduced 42.22%
$27.6B
$24.3 Million 0.0% of portfolio
72
Q4 2024 Reduced 40.5%
$6.83B
$15.7 Million 0.0% of portfolio
682
Q4 2024 Reduced 42.3%
$2.67B
$1.85 Million 0.0% of portfolio
58
Q4 2024 New
Apollo Global Mgmt Inc New Ser A Mndtry Conv Pfd Stk Ser A 6.75 Percent Qtly Cpn Mty 12/31/2049
-
$782,000 0.0% of portfolio
-
Q4 2024 New
$2.95B
$168 Million 0.0% of portfolio
10,920
Q4 2024 Reduced 6.88%
$9.69B
$2.99 Million 0.0% of portfolio
19
Q4 2024 Added 850.0%
$24.4B
$2.01 Million 0.0% of portfolio
87
Q3 2024 New
$35.5B
$45.5 Million 0.0% of portfolio
493
Q4 2024 Reduced 16.3%
$26.4B
$67 Million 0.0% of portfolio
1,327
Q4 2024 Reduced 10.03%
$0
$2.3 Million 0.0% of portfolio
105
Q3 2024 Reduced 10.26%
Ares Mgmt Corp Mandatory Pfd Conv Ser B 6.75 Percent Qtly Cpn Mty 10/01/27
-
$1.21 Million 0.0% of portfolio
-
Q4 2024 New
$32.7B
$1.23 Million 0.0% of portfolio
2
Q2 2022 Added 100.0%
$6.66B
$113,000 0.0% of portfolio
1
Q4 2024 New
$11.2B
$41.2 Million 0.0% of portfolio
193
Q4 2024 Added 503.13%
Astera Labs Inc Com
-
$148 Million 0.0% of portfolio
-
Q4 2024 New
$2.5B
$8.6 Million 0.0% of portfolio
103
Q4 2024 Added 281.48%
$21.6B
$19.4 Million 0.0% of portfolio
139
Q3 2024 Added 65.48%
$303M
$3.64 Million 0.0% of portfolio
367
Q4 2024 Added 1.1%
$3.48B
$24,000 0.0% of portfolio
1
Q4 2024 Reduced 99.51%
$30B
$76.1 Million 0.0% of portfolio
346
Q4 2024 Added 0.29%
$10.9B
$170 Million 0.0% of portfolio
8,084
Q4 2024 Reduced 63.83%
$3.36B
$27.8 Million 0.0% of portfolio
680
Q4 2024 Added 4.13%
$4.39B
$29.9 Million 0.0% of portfolio
572
Q1 2024 Added 26.75%
$2.6B
$4.65 Million 0.0% of portfolio
93
Q4 2024 Added 60.34%
$5.57B
$1.88 Million 0.0% of portfolio
9
Q3 2024 Added 800.0%
$44B
$64.5 Million 0.0% of portfolio
1,573
Q4 2024 Reduced 8.12%
$16.2B
$19.4 Million 0.0% of portfolio
351
Q4 2024 Reduced 90.6%
$3.6B
$47 Million 0.0% of portfolio
401
Q4 2024 Added 1.52%
$82.1B
$174 Million 0.0% of portfolio
17,945
Q4 2024 Reduced 7.05%
$23.8B
$3.86 Million 0.0% of portfolio
2,019
Q4 2024 New
$113B
$2.89 Million 0.0% of portfolio
633
Q4 2024 Reduced 85.95%
Bank Amer Corp Non Cumulative Perpetual Conv Pfd Ser L
-
$1.22 Million 0.0% of portfolio
-
Q1 2024 Reduced 50.0%
$2.74B
$855,000 0.0% of portfolio
12
Q3 2024 New
$67.8B
$173 Million 0.0% of portfolio
2,255
Q4 2024 Reduced 2.63%
$5.17B
$34.3 Million 0.0% of portfolio
770
Q4 2024 Added 6.5%
$60.9B
$38.8 Million 0.0% of portfolio
2,916
Q4 2024 Added 135.54%
$6.92B
$88.8 Million 0.0% of portfolio
2,290
Q4 2024 Added 34.94%
$4.39B
$161 Million 0.0% of portfolio
1,427
Q3 2024 Added 72.34%
$10B
$10.1 Million 0.0% of portfolio
134
Q4 2024 Reduced 27.96%
$1.18B
$24.2 Million 0.0% of portfolio
850
Q4 2024 Added 7.19%
$8.73B
$7.7 Million 0.0% of portfolio
119
Q4 2024 Reduced 98.54%
$7.32B
$39.4 Million 0.0% of portfolio
2,177
Q4 2024 Reduced 3.76%
$6B
$6.57 Million 0.0% of portfolio
20
Q4 2024 Reduced 71.83%
$19.7B
$7.95 Million 0.0% of portfolio
52
Q4 2024 Reduced 86.49%
$13.1B
$41.8 Million 0.0% of portfolio
636
Q4 2024 Added 24.71%
$2.3B
$31.5 Million 0.0% of portfolio
437
Q3 2024 Reduced 4.38%

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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