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
$62.4B
$42.8 Million 0.0% of portfolio
132
Q3 2024 Reduced 2.94%
$2.43B
$122,000 0.0% of portfolio
3
Q3 2024 New
$3.25B
$3.45 Million 0.0% of portfolio
170
Q1 2022 Reduced 10.53%
Chesapeake Energy Corp Wt Cl C Exp Exp 02/09/26
-
$261,000 0.0% of portfolio
-
Q3 2024 New
$2.35B
$3.1 Million 0.0% of portfolio
25
Q3 2024 Added 212.5%
$27.2B
$111 Million 0.0% of portfolio
1,064
Q3 2024 Added 1.24%
$5.31B
$72.2 Million 0.0% of portfolio
534
Q3 2024 Added 8.1%
$24.9B
$16.5 Million 0.0% of portfolio
121
Q3 2024 Reduced 3.97%
$23.6B
$106 Million 0.0% of portfolio
2,577
Q3 2024 Reduced 79.03%
$4.49B
$7.14 Million 0.0% of portfolio
141
Q3 2024 Added 21.55%
$13.7B
$70.3 Million 0.0% of portfolio
291
Q3 2024 Added 42.65%
-
$10 Million 0.0% of portfolio
352
Q1 2024 Added 13.76%
$2.33B
$14.7 Million 0.0% of portfolio
479
Q1 2024 Added 139.5%
$20.9B
$53 Million 0.0% of portfolio
325
Q3 2024 Added 0.93%
$29.5B
$324,000 0.0% of portfolio
4
Q3 2024 Reduced 85.19%
$3.14B
$3.21 Million 0.0% of portfolio
193
Q3 2024 Reduced 2.53%
$10.5B
$11.8 Million 0.0% of portfolio
9
Q2 2024 New
$3.99B
$2.96 Million 0.0% of portfolio
39
Q3 2024 Added 85.71%
$7.05B
$1.86 Million 0.0% of portfolio
46
Q3 2024 New
$5.04B
$2.88 Million 0.0% of portfolio
30
Q3 2024 New
Coherent Corp Com
-
$1.87 Million 0.0% of portfolio
-
Q3 2024 Added 23.53%
$43.2B
$77.3 Million 0.0% of portfolio
434
Q3 2024 New
$1.02B
$66 Million 0.0% of portfolio
1,707
Q3 2024 Added 39.46%
$2.49B
$162 Million 0.0% of portfolio
6,195
Q3 2024 Added 0.83%
$5.18B
$1.41 Million 0.0% of portfolio
17
Q1 2020 Sold Out
$9.31B
$23.1 Million 0.0% of portfolio
386
Q3 2024 Reduced 28.52%
$8.8B
$28,000 0.0% of portfolio
0
Q3 2024 Sold Out
$7.82B
$105 Million 0.0% of portfolio
680
Q3 2024 New
$13.1B
$76.2 Million 0.0% of portfolio
2,344
Q3 2024 Reduced 97.16%
$2.26B
$12 Million 0.0% of portfolio
235
Q3 2024 Added 10.33%
$4.12B
$5.58 Million 0.0% of portfolio
80
Q3 2024 New
$41B
$54.9 Million 0.0% of portfolio
1,216
Q1 2024 Reduced 0.82%
$44B
$156 Million 0.0% of portfolio
2,661
Q3 2024 Added 1.06%
$22B
$82.4 Million 0.0% of portfolio
3,442
Q3 2024 Reduced 1.26%
$6.22B
$30.3 Million 0.0% of portfolio
3,228
Q3 2024 Added 43.79%
$38.7B
$5.4 Million 0.0% of portfolio
220
Q1 2024 Added 8.31%
$1.07B
$10.2 Million 0.0% of portfolio
225
Q3 2020 Reduced 45.39%
Crane CO New Com
-
$79 Million 0.0% of portfolio
-
Q3 2024 Reduced 28.2%
$10.3B
$46.5 Million 0.0% of portfolio
828
Q1 2024 Added 54.48%
$15.7B
$89.6 Million 0.0% of portfolio
495
Q1 2024 Added 0.8%
$2.42B
$81.1 Million 0.0% of portfolio
2,015
Q3 2024 Reduced 12.28%
$1.78B
$104 Million 0.0% of portfolio
2,128
Q3 2024 Added 38.0%
$13B
$12.5 Million 0.0% of portfolio
43
Q3 2024 Added 514.29%
$1.76B
$14.8 Million 0.0% of portfolio
171
Q3 2024 Reduced 9.04%
$6.44B
$3.64 Million 0.0% of portfolio
98
Q1 2024 Reduced 5.9%
$45B
$17 Million 0.0% of portfolio
148
Q3 2023 Reduced 46.23%
$15.1B
$48.5 Million 0.0% of portfolio
296
Q3 2024 Reduced 0.67%
$9.88B
$5.82 Million 0.0% of portfolio
95
Q3 2024 Reduced 40.99%
$5.1B
$152 Million 0.0% of portfolio
953
Q3 2024 Added 447.7%

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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