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
$38.7B
$35.9 Million 0.0% of portfolio
595
Q1 2024 Reduced 29.33%
$7.11B
$18.9 Million 0.0% of portfolio
642
Q1 2024 Reduced 43.27%
$4.98B
$8.51 Million 0.0% of portfolio
446
Q1 2024 Reduced 12.57%
$63.3B
$40.7 Million 0.0% of portfolio
136
Q1 2024 Reduced 12.94%
$43.1B
$61.5 Million 0.0% of portfolio
1,749
Q1 2024 Reduced 6.97%
$25.5B
$88.3 Million 0.0% of portfolio
1,862
Q1 2024 Reduced 2.99%
$24.2B
$28.9 Million 0.0% of portfolio
147
Q1 2024 Reduced 77.19%
$14.3B
$140 Million 0.0% of portfolio
3,782
Q1 2024 Added 3.47%
$104B
$124 Million 0.0% of portfolio
4,293
Q1 2024 Reduced 8.6%
Phinia Inc Com
-
$4.09 Million 0.0% of portfolio
-
Q1 2024 Added 41.44%
$869M
$963,000 0.0% of portfolio
42
Q1 2024 Added 110.0%
$9.25B
$6.87 Million 0.0% of portfolio
68
Q4 2023 Reduced 21.26%
$42.9B
$152 Million 0.0% of portfolio
3,036
Q1 2024 Added 4.37%
-
$15.2 Million 0.0% of portfolio
-
Q4 2023 Added 2.78%
$32.7B
$69.9 Million 0.0% of portfolio
338
Q4 2023 Reduced 10.15%
$19.4B
$12.8 Million 0.0% of portfolio
181
Q1 2024 Added 11.03%
$41.2B
$47.2 Million 0.0% of portfolio
1,216
Q1 2024 Reduced 0.82%
$18.3B
$66.4 Million 0.0% of portfolio
559
Q1 2024 Reduced 33.75%
$6.69B
$9.54 Million 0.0% of portfolio
160
Q2 2024 New
$36.2B
$36.9 Million 0.0% of portfolio
244
Q1 2024 Reduced 5.58%
$9.27B
$21.1 Million 0.0% of portfolio
186
Q1 2024 Reduced 93.13%
$18.6B
$28.8 Million 0.0% of portfolio
246
Q1 2024 Reduced 4.88%
$73.3B
$156 Million 0.0% of portfolio
122
Q1 2024 Reduced 0.94%
-
$54.8 Million 0.0% of portfolio
-
Q1 2024 Reduced 5.67%
$2.4B
$122 Million 0.0% of portfolio
6,144
Q1 2024 Added 119.66%
$9.05B
$27.6 Million 0.0% of portfolio
540
Q1 2024 Reduced 3.39%
$12.1B
$63.6 Million 0.0% of portfolio
481
Q1 2024 Reduced 0.76%
$22.4B
$80.8 Million 0.0% of portfolio
596
Q1 2024 Reduced 16.18%
$4.25B
$2.04 Million 0.0% of portfolio
106
Q4 2022 Reduced 39.43%
$13.7B
$15.8 Million 0.0% of portfolio
349
Q1 2024 Reduced 6.94%
$14.5B
$33.2 Million 0.0% of portfolio
808
Q4 2023 Added 11.2%
$4.81B
$1.58 Million 0.0% of portfolio
47
Q3 2023 Reduced 75.65%
$47.9B
$115 Million 0.0% of portfolio
1,410
Q1 2024 Added 15.92%
$31.8B
$76 Million 0.0% of portfolio
2,084
Q1 2024 Added 0.15%
$34.2B
$63.1 Million 0.0% of portfolio
30,771
Q1 2024 Reduced 5.14%
$13.7B
$41.3 Million 0.0% of portfolio
298
Q1 2024 Reduced 2.64%
$9.26B
$24.1 Million 0.0% of portfolio
376
Q1 2024 Reduced 8.65%
$47.7B
$69.7 Million 0.0% of portfolio
1,109
Q1 2024 Reduced 3.37%
$46B
$3.22 Million 0.0% of portfolio
1,178
Q1 2024 Reduced 81.04%
$21.9B
$32 Million 0.0% of portfolio
381
Q4 2023 Added 99.56%
$13B
$137 Million 0.0% of portfolio
1,255
Q1 2024 Reduced 4.55%
Yandex N V Shs Class A Isin#Nl0009805522
-
$63.3 Million 0.0% of portfolio
-
Q1 2024 Reduced 0.69%
$20.7B
$28 Million 0.0% of portfolio
124
Q1 2024 Reduced 13.64%
$25.9B
$109 Million 0.0% of portfolio
1,051
Q1 2024 Reduced 5.92%
$38.5B
$19.5 Million 0.0% of portfolio
440
Q1 2024 Added 21.53%
$11.3B
$5.07 Million 0.0% of portfolio
34
Q1 2024 Reduced 73.53%
$26B
$24.1 Million 0.0% of portfolio
48
Q1 2024 Reduced 91.26%
$17.7B
$11.4 Million 0.0% of portfolio
42
Q4 2023 Reduced 40.24%
Solventum Corp Com
-
$5.5 Million 0.0% of portfolio
-
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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