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
$23.3B
$118 Million 0.0% of portfolio
1,655
Q1 2024 Reduced 16.07%
$25.8B
$53.1 Million 0.0% of portfolio
289
Q1 2024 Reduced 66.67%
$27.8B
$42.4 Million 0.0% of portfolio
612
Q1 2024 Reduced 4.0%
$11.5B
$43.1 Million 0.0% of portfolio
2,294
Q1 2024 Added 0.16%
$75.1B
$104 Million 0.0% of portfolio
884
Q1 2024 Added 3.21%
$22.9B
$157 Million 0.0% of portfolio
224
Q1 2024 Added 7.69%
$19.6B
$93 Million 0.0% of portfolio
3,486
Q1 2024 Reduced 56.09%
Fortrea Hldgs Inc Com
-
$147 Million 0.0% of portfolio
-
Q1 2024 Added 6.48%
$10.5B
$25.9 Million 0.0% of portfolio
1,160
Q4 2023 Added 120.25%
$62.3B
$135 Million 0.0% of portfolio
2,255
Q1 2024 Added 16.71%
$22.7B
$21.1 Million 0.0% of portfolio
194
Q1 2024 Reduced 96.62%
$15.6B
$41.9 Million 0.0% of portfolio
306
Q1 2024 Added 6.1%
$26.5B
$69.2 Million 0.0% of portfolio
2,050
Q1 2024 Reduced 81.57%
$11.7B
$94.2 Million 0.0% of portfolio
1,120
Q1 2024 Reduced 36.4%
$9.47B
$1.92 Million 0.0% of portfolio
27
Q3 2023 Reduced 95.3%
$37B
$46.7 Million 0.0% of portfolio
244
Q1 2024 Reduced 3.68%
$52.3B
$155 Million 0.0% of portfolio
1,020
Q1 2024 Added 3.15%
$20.9B
$25.3 Million 0.0% of portfolio
149
Q1 2024 Reduced 0.68%
$9.08B
$77.2 Million 0.0% of portfolio
4,392
Q1 2024 Reduced 40.15%
$2.84B
$795,000 0.0% of portfolio
45
Q3 2023 Reduced 19.64%
Ge Vernova Inc Com
-
$117 Million 0.0% of portfolio
-
Q2 2024 New
$22.8B
$116 Million 0.0% of portfolio
1,041
Q1 2024 Added 37.81%
$12.6B
$9.08 Million 0.0% of portfolio
249
Q4 2023 Added 1.15%
$17.1B
$69.3 Million 0.0% of portfolio
3,705
Q1 2024 Reduced 35.09%
$18.9B
$24 Million 0.0% of portfolio
839
Q1 2024 Reduced 87.07%
$27.5B
$14.5 Million 0.0% of portfolio
115
Q1 2024 Reduced 50.79%
$94.2B
$82.2 Million 0.0% of portfolio
50
Q1 2024 Added 1,000.0%
$8.18B
$55.2 Million 0.0% of portfolio
3,691
Q1 2024 Reduced 9.91%
$41.9B
$142 Million 0.0% of portfolio
2,633
Q1 2024 Reduced 1.18%
$30.7B
$10.9 Million 0.0% of portfolio
113
Q1 2024 Reduced 14.88%
$26.8B
$126 Million 0.0% of portfolio
6,707
Q1 2024 Added 119.59%
$28.6B
$92.6 Million 0.0% of portfolio
1,532
Q1 2024 Reduced 10.05%
$14.4B
$25.6 Million 0.0% of portfolio
284
Q1 2024 Reduced 73.52%
$19.5B
$68.6 Million 0.0% of portfolio
1,153
Q1 2024 Reduced 0.26%
$14.7B
$79.9 Million 0.0% of portfolio
495
Q1 2024 Added 0.8%
$34.1B
$38.4 Million 0.0% of portfolio
311
Q1 2024 Reduced 15.9%
$20.6B
$2.38 Million 0.0% of portfolio
77
Q1 2024 Reduced 79.41%
$10.4B
$19.5 Million 0.0% of portfolio
468
Q1 2024 Added 0.27%
$6.27B
$9.8 Million 0.0% of portfolio
345
Q1 2022 Reduced 8.62%
$19.5B
$54.1 Million 0.0% of portfolio
304
Q1 2024 Added 33.81%
$10.6B
$6.99 Million 0.0% of portfolio
85
Q1 2024 Reduced 2.27%
$19.6B
$44.9 Million 0.0% of portfolio
360
Q1 2024 Reduced 17.76%
$14.3B
$40.3 Million 0.0% of portfolio
378
Q1 2024 Reduced 73.06%
$9.57B
$26.3 Million 0.0% of portfolio
911
Q1 2024 Added 42.57%
$0
$16.2 Million 0.0% of portfolio
322
Q1 2024 Reduced 20.75%
$57.5B
$103 Million 0.0% of portfolio
644
Q1 2024 Reduced 1.23%
$17.2B
$24.8 Million 0.0% of portfolio
323
Q4 2023 Reduced 12.7%
$16.7B
$37.7 Million 0.0% of portfolio
509
Q1 2024 Reduced 0.6%
$17.8B
$78 Million 0.0% of portfolio
3,761
Q2 2024 New

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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