Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024

Td Private Client Wealth LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.58 Trillion distributed in 1313 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 $249B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $164B, Ishares Tr with a value of $156B, and Ishares U.S. Treasury Bond ETF with a value of $131B.

Examining the 13F form we can see an increase of $98B in the current position value, from $3.48T to 3.58T.

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 $3.58 Trillion
Technology: $254 Billion
Financial Services: $174 Billion
Healthcare: $121 Billion
Industrials: $117 Billion
Consumer Cyclical: $94 Billion
Communication Services: $87.2 Billion
Consumer Defensive: $61.3 Billion
Energy: $47.3 Billion
Other: $93.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.29 Billion 0.15% of portfolio
50,171
Q4 2024 Added 56.81%
$272B
$5.26 Billion 0.15% of portfolio
74,829
Q4 2024 Reduced 2.51%
Blackrock Inc New Com
-
$5.02 Billion 0.14% of portfolio
-
Q4 2024 New
$310B
$4.96 Billion 0.14% of portfolio
79,616
Q4 2024 Added 6.46%
$162B
$4.95 Billion 0.14% of portfolio
131,821
Q4 2024 Reduced 6.63%
$64.8B
$5.03 Billion 0.14% of portfolio
40,582
Q4 2024 Added 7.06%
$140B
$4.94 Billion 0.14% of portfolio
53,505
Q4 2024 Reduced 6.96%
$173B
$5.14 Billion 0.14% of portfolio
8,176
Q4 2024 Reduced 1.66%
$0
$4.9 Billion 0.14% of portfolio
46,023
Q4 2024 Added 8.77%
$0
$5.03 Billion 0.14% of portfolio
39,689
Q4 2024 Reduced 6.97%
$64B
$4.92 Billion 0.14% of portfolio
60,132
Q4 2024 Reduced 5.43%
$404B
$5.17 Billion 0.14% of portfolio
30,856
Q4 2024 Reduced 29.11%
$161B
$5.11 Billion 0.14% of portfolio
4,821
Q4 2024 Reduced 9.07%
$145B
$5.1 Billion 0.14% of portfolio
22,344
Q4 2024 Added 13.76%
$51.7B
$4.67 Billion 0.13% of portfolio
8,774
Q4 2024 Added 3.72%
$39B
$4.77 Billion 0.13% of portfolio
68,750
Q4 2024 Reduced 4.48%
$46.6B
$4.79 Billion 0.13% of portfolio
27,658
Q4 2024 Added 1.56%
$0
$4.7 Billion 0.13% of portfolio
59,707
Q4 2024 Added 4.71%
$117B
$4.67 Billion 0.13% of portfolio
9,609
Q4 2024 Reduced 14.38%
$119B
$4.65 Billion 0.13% of portfolio
58,274
Q4 2024 Reduced 4.56%
$415B
$4.55 Billion 0.13% of portfolio
5,109
Q4 2024 Added 30.3%
$139B
$4.49 Billion 0.13% of portfolio
93,033
Q4 2024 Reduced 8.61%
$106B
$4.48 Billion 0.13% of portfolio
10,003
Q4 2024 Reduced 2.11%
$232B
$4.46 Billion 0.12% of portfolio
39,390
Q4 2024 Added 1.8%
$104B
$4.2 Billion 0.12% of portfolio
19,765
Q4 2024 Reduced 2.85%
$89.7B
$4.26 Billion 0.12% of portfolio
100,348
Q4 2024 Added 1.06%
$496B
$4.45 Billion 0.12% of portfolio
41,353
Q4 2024 Added 29.21%
$785B
$4.2 Billion 0.12% of portfolio
5,438
Q4 2024 Reduced 56.65%
$0
$4.14 Billion 0.12% of portfolio
17,791
Q4 2024 Added 6.63%
$201B
$4.1 Billion 0.11% of portfolio
13,823
Q4 2024 Added 0.21%
$202B
$3.97 Billion 0.11% of portfolio
174,246
Q4 2024 Reduced 11.69%
$69.8B
$3.93 Billion 0.11% of portfolio
13,090
Q4 2024 Reduced 25.1%
$149B
$3.78 Billion 0.11% of portfolio
16,458
Q4 2024 Reduced 8.29%
$223B
$3.88 Billion 0.11% of portfolio
17,646
Q4 2024 Reduced 1.61%
$0
$3.77 Billion 0.11% of portfolio
42,652
Q4 2024 Reduced 2.0%
$0
$3.76 Billion 0.11% of portfolio
27,747
Q4 2024 Added 5.35%
$26.1B
$4.11 Billion 0.11% of portfolio
12,592
Q4 2024 Added 4.25%
$207B
$3.98 Billion 0.11% of portfolio
26,198
Q4 2024 Reduced 20.3%
$0
$3.81 Billion 0.11% of portfolio
164,172
Q4 2024 Added 211.2%
$173B
$3.95 Billion 0.11% of portfolio
72,433
Q4 2024 Added 21.86%
$0
$3.83 Billion 0.11% of portfolio
86,883
Q4 2024 Added 15.85%
$144B
$3.5 Billion 0.1% of portfolio
39,207
Q4 2024 Reduced 23.12%
$186B
$3.73 Billion 0.1% of portfolio
6,507
Q4 2024 Added 31.03%
$142B
$3.51 Billion 0.1% of portfolio
15,531
Q4 2024 Added 6.46%
$21.7B
$3.48 Billion 0.1% of portfolio
213,778
Q4 2024 Reduced 12.87%
$0
$3.48 Billion 0.1% of portfolio
22,405
Q4 2024 Added 180.06%
$0
$3.43 Billion 0.1% of portfolio
37,682
Q4 2024 Reduced 3.49%
Lazard Inc Com
-
$3.45 Billion 0.1% of portfolio
-
Q4 2024 Reduced 3.89%
$52.5B
$3.52 Billion 0.1% of portfolio
31,843
Q4 2024 Added 22.61%

Summary

  • Portfolio
  • No. of Stocks 1,313
  • Current Value $3.58 Trillion
  • Prior Value $3.48 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 90 stocks
  • Additional Purchases 517 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 550 stocks
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