Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024

Td Private Client Wealth LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.48 Trillion distributed in 1281 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 $216B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $154B, Ishares Tr with a value of $147B, and Ishares U.S. Treasury Bond ETF with a value of $128B.

Examining the 13F form we can see an increase of $302B in the current position value, from $3.18T to 3.48T. Also it can be appreciated an additional of 91 stocks purchases and 1 closed positions.

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 $3.48 Trillion
Technology: $258 Billion
Financial Services: $165 Billion
Healthcare: $152 Billion
Industrials: $121 Billion
Communication Services: $88.1 Billion
Consumer Cyclical: $87 Billion
Consumer Defensive: $70.7 Billion
Energy: $53.5 Billion
Other: $113 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.9B
$31 Million 0.0% of portfolio
511
Q3 2024 Reduced 4.84%
$55.1B
$72.1 Million 0.0% of portfolio
380
Q3 2024 Added 11.44%
$4.25B
$24.8 Million 0.0% of portfolio
105
Q3 2024 Reduced 70.34%
$5.49B
$17.1 Million 0.0% of portfolio
179
Q1 2024 Added 24.31%
$34.5B
$96.8 Million 0.0% of portfolio
39,677
Q3 2024 Added 28.94%
$10.4B
$20.6 Million 0.0% of portfolio
235
Q3 2023 Added 72.54%
$24.2B
$151 Million 0.0% of portfolio
1,724
Q3 2024 Added 4.17%
$7.17B
$7.31 Million 0.0% of portfolio
650
Q3 2024 Reduced 39.98%
$12.5B
$16.6 Million 0.0% of portfolio
123
Q2 2022 Reduced 3.15%
$25B
$42.6 Million 0.0% of portfolio
291
Q3 2024 Reduced 8.49%
$2.23B
$83 Million 0.0% of portfolio
1,711
Q3 2024 Added 2.33%
$111B
$3.51 Million 0.0% of portfolio
53
Q4 2021 Reduced 42.22%
$30.5B
$38.6 Million 0.0% of portfolio
121
Q3 2024 Reduced 61.34%
$7.44B
$28.9 Million 0.0% of portfolio
1,182
Q3 2024 Added 84.11%
$101B
$108 Million 0.0% of portfolio
865
Q3 2024 Reduced 3.78%
$4.89B
$1.18 Million 0.0% of portfolio
5
Q2 2024 New
$11.2B
$320,000 0.0% of portfolio
2
Q1 2024 Reduced 57.14%
Arcadium Lithium PLC Registered Shs Isin#Je00 Bm9 Hz112
-
$373,000 0.0% of portfolio
-
Q2 2024 New
$21.3B
$2.29 Million 0.0% of portfolio
87
Q3 2024 New
$36.8B
$65.9 Million 0.0% of portfolio
589
Q3 2024 Added 1.2%
$29.2B
$88.1 Million 0.0% of portfolio
1,475
Q3 2024 Reduced 3.72%
$0
$2.2 Million 0.0% of portfolio
105
Q3 2024 Reduced 10.26%
$33.5B
$1.08 Million 0.0% of portfolio
2
Q2 2022 Added 100.0%
$4.28B
$15.9 Million 0.0% of portfolio
183
Q3 2024 Added 57.76%
$12B
$6.36 Million 0.0% of portfolio
32
Q3 2024 Reduced 8.57%
$3.71B
$2.29 Million 0.0% of portfolio
27
Q3 2024 Reduced 92.11%
Atlassian Corp Cl A
-
$16.7 Million 0.0% of portfolio
-
Q3 2024 Reduced 97.95%
$21B
$19.3 Million 0.0% of portfolio
139
Q3 2024 Added 65.48%
$290M
$3.55 Million 0.0% of portfolio
363
Q3 2024 Reduced 6.92%
$3.47B
$6.62 Million 0.0% of portfolio
203
Q3 2024 Reduced 89.3%
$32.4B
$77.7 Million 0.0% of portfolio
345
Q3 2024 Added 2.07%
$4.75B
$32.9 Million 0.0% of portfolio
653
Q1 2024 Added 51.38%
$5.07B
$31.1 Million 0.0% of portfolio
572
Q1 2024 Added 26.75%
$3.49B
$9.12 Million 0.0% of portfolio
131
Q2 2024 New
$3.39B
$2.81 Million 0.0% of portfolio
58
Q3 2024 Added 5.45%
$6.47B
$1.93 Million 0.0% of portfolio
9
Q3 2024 Added 800.0%
$44.3B
$61.9 Million 0.0% of portfolio
1,712
Q3 2024 Reduced 2.12%
$4.15B
$41.6 Million 0.0% of portfolio
395
Q1 2024 Added 106.81%
$76.4B
$23 Million 0.0% of portfolio
4,504
Q3 2024 Reduced 11.02%
Bank Amer Corp Non Cumulative Perpetual Conv Pfd Ser L
-
$1.27 Million 0.0% of portfolio
-
Q1 2024 Reduced 50.0%
$3.21B
$753,000 0.0% of portfolio
12
Q3 2024 New
$64.8B
$166 Million 0.0% of portfolio
2,316
Q3 2024 Added 2.71%
$5.84B
$31.1 Million 0.0% of portfolio
723
Q3 2024 Reduced 52.37%
$51.4B
$15 Million 0.0% of portfolio
1,238
Q3 2024 Added 433.62%
$7.01B
$54.2 Million 0.0% of portfolio
1,697
Q3 2024 Added 24.23%
$5.38B
$167 Million 0.0% of portfolio
1,427
Q3 2024 Added 72.34%
$10.6B
$11.3 Million 0.0% of portfolio
186
Q3 2022 Sold Out
$1.41B
$21.4 Million 0.0% of portfolio
793
Q1 2024 Added 60.64%
$6.98B
$52.9 Million 0.0% of portfolio
2,262
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,281
  • Current Value $3.48 Trillion
  • Prior Value $3.18 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 91 stocks
  • Additional Purchases 565 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 443 stocks
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