Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $4.44 Trillion
  • Q3 2025

Td Private Client Wealth LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.44 Trillion distributed in 1535 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 $357B, Ishares Tr with a value of $249B, Spdr S&P 500 ETF Trust with a value of $215B, Vanguard Mortg Backed Sec ETF with a value of $210B, and Ishares U.S. Treasury Bond ETF with a value of $155B.

Examining the 13F form we can see an increase of $369B in the current position value, from $4.07T to 4.44T.

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 $4.44 Trillion
Technology: $300 Billion
Financial Services: $195 Billion
Healthcare: $135 Billion
Industrials: $122 Billion
Communication Services: $108 Billion
Consumer Cyclical: $98.4 Billion
Consumer Defensive: $73.8 Billion
Utilities: $61.5 Billion
Other: $118 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.3B
$113 Million 0.0% of portfolio
867
Q3 2025 Reduced 26.28%
$32.7B
$49.5 Million 0.0% of portfolio
409
Q3 2025 Reduced 36.29%
$9.44B
$44.8 Million 0.0% of portfolio
3,401
Q3 2025 Added 50.82%
$9.91B
$212 Million 0.0% of portfolio
889
Q3 2025 Reduced 5.32%
$16.9B
$8.48 Million 0.0% of portfolio
116
Q3 2025 Added 12.62%
$72.1B
$199 Million 0.0% of portfolio
1,781
Q3 2025 Reduced 70.09%
$5.7B
$156 Million 0.0% of portfolio
15,977
Q3 2025 Added 15.93%
$7.08B
$5.35 Million 0.0% of portfolio
84
Q3 2025 Reduced 8.7%
Airship Ai Hldgs Inc Com
-
$812,000 0.0% of portfolio
-
Q2 2025 Reduced 11.3%
$14.4B
$11 Million 0.0% of portfolio
145
Q3 2025 Reduced 9.38%
$5.44B
$7.02 Million 0.0% of portfolio
141
Q3 2025 Reduced 17.54%
$11.4B
$52.6 Million 0.0% of portfolio
649
Q3 2025 Added 238.02%
Albemarle Corp Dep Shs Repstg 1/20 Th Int Cl A Mand Conv Pfd 7.25 Percent Qtly Cpn Mty 03/01/27
-
$1.55 Million 0.0% of portfolio
-
Q3 2025 Added 13.89%
$9.49B
$280,000 0.0% of portfolio
16
Q2 2025 New
$36.3B
$190 Million 0.0% of portfolio
2,544
Q3 2025 Reduced 16.92%
$440B
$16.1 Million 0.0% of portfolio
90
Q3 2025 Added 500.0%
$1.29B
$912,000 0.0% of portfolio
15
Q3 2025 New
$16.9B
$38 Million 0.0% of portfolio
563
Q3 2025 Added 1.08%
$11.8B
$1.29 Million 0.0% of portfolio
33
Q1 2025 New
$54.5B
$1.37 Million 0.0% of portfolio
3
Q3 2025 Added 200.0%
Amc Entmt Hldgs Inc Cl A New
-
$621,000 0.0% of portfolio
-
Q3 2025 New
$10.3B
$10.7 Million 0.0% of portfolio
130
Q2 2025 Added 10.17%
Amentum Hldgs Inc Com
-
$3.47 Million 0.0% of portfolio
-
Q3 2025 Reduced 12.65%
Amer Sports Incorporation Registered Shs Isin#Kyg0260 P1028
-
$1.95 Million 0.0% of portfolio
-
Q2 2025 Reduced 28.21%
$7.17B
$3.51 Million 0.0% of portfolio
312
Q3 2025 New
$3.2B
$616,000 0.0% of portfolio
36
Q3 2025 New
American Healthcare Reit Inc Com
-
$1.39 Million 0.0% of portfolio
-
Q4 2024 New
$2.77B
$1.25 Million 0.0% of portfolio
17
Q3 2025 New
$23.8B
$40.9 Million 0.0% of portfolio
294
Q3 2025 Added 25.64%
$8.52B
$369,000 0.0% of portfolio
13
Q1 2025 New
$1.18B
$12.6 Million 0.0% of portfolio
474
Q3 2025 Reduced 72.04%
$128B
$2.27 Million 0.0% of portfolio
38
Q3 2025 Reduced 2.56%
Annaly Cap Mgmt Inc Com New
-
$6.59 Million 0.0% of portfolio
-
Q3 2025 Added 2.19%
$10.1B
$235,000 0.0% of portfolio
7
Q1 2025 New
$7.78B
$45.1 Million 0.0% of portfolio
1,858
Q3 2025 Reduced 0.43%
$818M
$698,000 0.0% of portfolio
88
Q3 2025 New
$2.12B
$2.13 Million 0.0% of portfolio
94
Q3 2025 Reduced 7.84%
Apogee Therapeutics Inc Com
-
$715,000 0.0% of portfolio
-
Q3 2025 New
Apollo Global Mgmt Inc New Ser A Mndtry Conv Pfd Stk Ser A 6.75 Percent Qtly Cpn Mty 12/31/2049
-
$843,000 0.0% of portfolio
-
Q3 2025 Reduced 33.33%
$5.08B
$36.7 Million 0.0% of portfolio
133
Q3 2025 Added 2,116.67%
$2.67B
$14 Million 0.0% of portfolio
1,165
Q3 2025 Reduced 90.56%
$2.92B
$642,000 0.0% of portfolio
28
Q3 2025 New
$797M
$622,000 0.0% of portfolio
24
Q3 2025 New
$7.59B
$2.67 Million 0.0% of portfolio
20
Q3 2025 Reduced 47.37%
$33.2B
$2.78 Million 0.0% of portfolio
77
Q2 2025 Added 40.0%
$33.1B
$94.5 Million 0.0% of portfolio
1,041
Q3 2025 Added 205.28%
$1.43B
$14.4 Million 0.0% of portfolio
1,507
Q3 2025 New
$31.3B
$39 Million 0.0% of portfolio
652
Q3 2025 Added 4.49%
$0
$2.14 Million 0.0% of portfolio
105
Q3 2024 Reduced 10.26%

Summary

  • Portfolio
  • No. of Stocks 1,535
  • Current Value $4.44 Trillion
  • Prior Value $4.07 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 174 stocks
  • Additional Purchases 591 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 547 stocks
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