Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025

Td Private Client Wealth LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.07 Trillion distributed in 1404 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 $313B, Ishares Tr with a value of $221B, Spdr S&P 500 ETF Trust with a value of $213B, Vanguard Mortg Backed Sec ETF with a value of $192B, and Ishares U.S. Treasury Bond ETF with a value of $147B.

Examining the 13F form we can see an increase of $440B in the current position value, from $3.63T to 4.07T.

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 $4.07 Trillion
Technology: $281 Billion
Financial Services: $194 Billion
Healthcare: $128 Billion
Industrials: $124 Billion
Communication Services: $102 Billion
Consumer Cyclical: $96.3 Billion
Consumer Defensive: $72.8 Billion
Utilities: $55 Billion
Other: $109 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.35B
$14.5 Million 0.0% of portfolio
215
Q2 2025 Reduced 5.29%
$37.1B
$1.48 Million 0.0% of portfolio
58
Q2 2025 Added 114.81%
$31.7B
$7.41 Million 0.0% of portfolio
22
Q2 2025 Added 1,000.0%
$4.7B
$32.9 Million 0.0% of portfolio
285
Q2 2025 Reduced 5.63%
Cava Group Inc Com
-
$5.48 Million 0.0% of portfolio
-
Q2 2025 Added 38.3%
$5.95B
$26.5 Million 0.0% of portfolio
2,814
Q2 2025 Added 6.07%
$4.25B
$116 Million 0.0% of portfolio
2,511
Q2 2025 Reduced 38.32%
$17.7B
$200 Million 0.0% of portfolio
3,681
Q2 2025 Reduced 5.1%
$1.75B
$1.32 Million 0.0% of portfolio
113
Q2 2025 Reduced 47.2%
$17.3B
$50.4 Million 0.0% of portfolio
548
Q2 2025 Added 13.93%
$5.15B
$2.26 Million 0.0% of portfolio
91
Q2 2025 Reduced 46.15%
$7.8B
$33.5 Million 0.0% of portfolio
221
Q2 2025 Reduced 97.41%
Chart Inds Inc Dep Shs Repstg 1/20 Th Prf Conv Ser B 6.750 Percent Qtly Cpn Mty 12/15/2025
-
$604,000 0.0% of portfolio
-
Q4 2024 New
$42.3B
$57.2 Million 0.0% of portfolio
140
Q2 2025 Added 19.66%
$3.09B
$63,000 0.0% of portfolio
1
Q1 2025 Reduced 66.67%
$2.2B
$3.37 Million 0.0% of portfolio
28
Q2 2025 Reduced 33.33%
$22.6B
$45 Million 0.0% of portfolio
468
Q2 2025 Reduced 17.46%
$3.61B
$50.5 Million 0.0% of portfolio
500
Q2 2025 Reduced 6.72%
$24.2B
$14.6 Million 0.0% of portfolio
98
Q2 2025 Reduced 4.85%
$25.7B
$108 Million 0.0% of portfolio
2,410
Q2 2025 Added 0.25%
$2.77B
$3.91 Million 0.0% of portfolio
142
Q2 2025 Reduced 17.44%
$12.7B
$67.3 Million 0.0% of portfolio
291
Q3 2024 Added 42.65%
$3.03B
$3.55 Million 0.0% of portfolio
128
Q2 2025 Added 132.73%
-
$12 Million 0.0% of portfolio
395
Q2 2025 Added 12.22%
$2.36B
$16.1 Million 0.0% of portfolio
502
Q2 2025 Added 3.72%
$15.2B
$30.9 Million 0.0% of portfolio
257
Q2 2025 Reduced 4.1%
$3.14B
$2.26 Million 0.0% of portfolio
250
Q4 2024 Added 29.53%
$20.7B
$77.8 Million 0.0% of portfolio
1,123
Q2 2025 Added 3.22%
$12.8B
$2.98 Million 0.0% of portfolio
64
Q2 2025 New
$1.02B
$7.82 Million 0.0% of portfolio
70
Q2 2025 Added 1,066.67%
$1.74B
$1.01 Million 0.0% of portfolio
21
Q4 2024 Reduced 46.15%
$7.7B
$2.57 Million 0.0% of portfolio
81
Q2 2025 Reduced 19.0%
$3.44B
$3.32 Million 0.0% of portfolio
44
Q2 2025 Reduced 10.2%
Coherent Corp Com
-
$10.7 Million 0.0% of portfolio
-
Q2 2025 New
$44.7B
$12.3 Million 0.0% of portfolio
35
Q2 2025 Reduced 94.27%
$1.3B
$59.3 Million 0.0% of portfolio
2,007
Q4 2024 Added 17.57%
$3.42B
$1.04 Million 0.0% of portfolio
17
Q1 2025 Reduced 19.05%
$9.07B
$15.1 Million 0.0% of portfolio
253
Q2 2025 Reduced 11.23%
$7.15B
$29,000 0.0% of portfolio
1
Q2 2025 Reduced 87.5%
$8.3B
$167 Million 0.0% of portfolio
956
Q1 2025 Added 36.57%
$9.28B
$23.6 Million 0.0% of portfolio
1,153
Q2 2025 Added 196.4%
$2.67B
$4.02 Million 0.0% of portfolio
76
Q1 2025 Added 16.92%
$23B
$166 Million 0.0% of portfolio
1,020
Q2 2025 Reduced 70.34%
$98.3B
$188 Million 0.0% of portfolio
584
Q2 2025 Reduced 52.87%
$4.98B
$3.93 Million 0.0% of portfolio
37
Q2 2025 Reduced 41.27%
$3.28B
$660,000 0.0% of portfolio
6
Q2 2025 New
$7.68B
$6.39 Million 0.0% of portfolio
87
Q2 2025 New
$63.4B
$52.6 Million 0.0% of portfolio
1,001
Q2 2025 Reduced 5.39%
$35.1B
$112 Million 0.0% of portfolio
1,393
Q2 2025 Added 7.32%

Summary

  • Portfolio
  • No. of Stocks 1,404
  • Current Value $4.07 Trillion
  • Prior Value $3.63 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 125 stocks
  • Additional Purchases 563 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 566 stocks
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