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
$8.32B
$23.8 Million 0.0% of portfolio
71
Q3 2024 Reduced 1.39%
$22.7B
$74.6 Million 0.0% of portfolio
385
Q3 2024 Added 25.0%
$12.1B
$35.8 Million 0.0% of portfolio
510
Q3 2024 Added 57.41%
$2.94B
$34.9 Million 0.0% of portfolio
437
Q3 2024 Reduced 4.38%
Birkenstock Hldg PLC Ord Shs Isin#Je00 Bs44 Bn30
-
$2.07 Million 0.0% of portfolio
-
Q1 2024 Reduced 14.29%
$4.58B
$99.4 Million 0.0% of portfolio
1,174
Q3 2024 Added 41.96%
$0
$114,000 0.0% of portfolio
600
Q2 2024 New
$47.1B
$139 Million 0.0% of portfolio
2,066
Q3 2024 Added 15.81%
$19.7B
$46.7 Million 0.0% of portfolio
287
Q3 2024 Added 19.09%
$8B
$38.1 Million 0.0% of portfolio
1,051
Q3 2024 Reduced 19.65%
$3.19B
$7.23 Million 0.0% of portfolio
25
Q1 2024 Reduced 12.77%
$7.8B
$22.6 Million 0.0% of portfolio
350
Q1 2024 Added 4.64%
$4.54B
$27.5 Million 0.0% of portfolio
6,288
Q3 2024 New
Brookfield Corp Vtg Shs Cl A Isin#Ca11271 J1075
-
$266,000 0.0% of portfolio
-
Q3 2024 New
$32B
$34.2 Million 0.0% of portfolio
330
Q1 2024 Reduced 4.45%
-
$75.6 Million 0.0% of portfolio
-
Q3 2024 Added 21.14%
Bunge Global Sa Act Nom Isin#Ch1300646267
-
$2.51 Million 0.0% of portfolio
-
Q3 2024 Reduced 31.58%
$18.8B
$3.16 Million 0.0% of portfolio
12
Q3 2024 Added 140.0%
$12.1B
$2.94 Million 0.0% of portfolio
27
Q3 2024 New
$13B
$56.7 Million 0.0% of portfolio
705
Q3 2024 Reduced 0.28%
$13.2B
$36.3 Million 0.0% of portfolio
329
Q1 2024 Reduced 25.92%
$2.47B
$12.9 Million 0.0% of portfolio
37
Q1 2024 Reduced 40.32%
$6.23B
$782,000 0.0% of portfolio
7
Q3 2024 New
$10.1B
$127 Million 0.0% of portfolio
252
Q3 2024 Added 49.11%
$7.05B
$158 Million 0.0% of portfolio
4,954
Q3 2024 Added 22.99%
$8.29B
$20.9 Million 0.0% of portfolio
500
Q3 2024 Added 102.43%
$0
$72.7 Million 0.0% of portfolio
10,141
Q3 2024 New
$2.11B
$1.51 Million 0.0% of portfolio
39
Q3 2024 Added 116.67%
$13.4B
$147 Million 0.0% of portfolio
1,190
Q3 2024 Reduced 5.18%
$14B
$17.4 Million 0.0% of portfolio
355
Q3 2024 Added 1.72%
$74.3B
$104 Million 0.0% of portfolio
884
Q1 2024 Added 3.21%
$1.74B
$13.8 Million 0.0% of portfolio
723
Q1 2024 Reduced 35.45%
$3.15B
$8.11 Million 0.0% of portfolio
191
Q1 2023 Reduced 8.17%
$23.9B
$5.4 Million 0.0% of portfolio
12
Q3 2024 Added 500.0%
$19.3B
$10.6 Million 0.0% of portfolio
245
Q3 2024 Reduced 42.35%
$13.4B
$47 Million 0.0% of portfolio
608
Q3 2024 Reduced 90.47%
$28.2B
$51.7 Million 0.0% of portfolio
2,799
Q3 2024 Reduced 58.27%
$29.7B
$450,000 0.0% of portfolio
27
Q4 2020 Sold Out
$2.09B
$54.1 Million 0.0% of portfolio
833
Q3 2024 Reduced 36.75%
$5.65B
$32.8 Million 0.0% of portfolio
330
Q3 2024 Reduced 0.3%
$15.9B
$27.1 Million 0.0% of portfolio
72
Q3 2024 Reduced 96.78%
$10.9B
$9.81 Million 0.0% of portfolio
162
Q3 2024 Reduced 2.99%
$23B
$76 Million 0.0% of portfolio
371
Q3 2024 Added 148.99%
$24B
$62.9 Million 0.0% of portfolio
278
Q3 2024 Reduced 39.17%
$7.89B
$66.9 Million 0.0% of portfolio
492
Q3 2024 Reduced 90.23%
$2.09B
$103 Million 0.0% of portfolio
3,284
Q3 2024 Added 66.19%
$1.75B
$3.35 Million 0.0% of portfolio
286
Q1 2024 Added 204.23%
$17.6B
$43.5 Million 0.0% of portfolio
507
Q3 2024 Reduced 0.39%
$6.09B
$1.99 Million 0.0% of portfolio
66
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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