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
$1.27 Billion 0.04% of portfolio
4,946
Q1 2024 Reduced 7.44%
Veralto Corp Com
-
$1.19 Billion 0.04% of portfolio
-
Q1 2024 Added 17.93%
$47.1B
$1.34 Billion 0.04% of portfolio
21,291
Q1 2024 Reduced 6.89%
$32B
$1.11 Billion 0.04% of portfolio
5,553
Q1 2024 Added 241.82%
$29.3B
$1.23 Billion 0.04% of portfolio
12,501
Q1 2024 Added 8.03%
$54.6B
$1.13 Billion 0.04% of portfolio
7,475
Q1 2024 Added 2,195.14%
$17.8B
$1.14 Billion 0.04% of portfolio
3,640
Q1 2024 Added 14.45%
$81.1B
$1.28 Billion 0.04% of portfolio
5,415
Q1 2024 Reduced 1.83%
$118B
$1.22 Billion 0.04% of portfolio
9,863
Q1 2024 Reduced 14.43%
$279B
$1.13 Billion 0.04% of portfolio
6,429
Q1 2024 Reduced 0.09%
$5.64B
$1.33 Billion 0.04% of portfolio
14,278
Q1 2024 Added 0.47%
$29.9B
$1.27 Billion 0.04% of portfolio
16,160
Q1 2024 Reduced 5.81%
$40.9B
$1.31 Billion 0.04% of portfolio
40,526
Q1 2024 Reduced 19.85%
$21B
$1.19 Billion 0.04% of portfolio
755
Q1 2024 Added 17.73%
$34.3B
$1.32 Billion 0.04% of portfolio
8,337
Q1 2024 Reduced 0.06%
$104B
$1.42 Billion 0.04% of portfolio
4,418
Q1 2024 Added 19.75%
$57.2B
$1.28 Billion 0.04% of portfolio
27,104
Q1 2024 Added 14.03%
$69B
$1.15 Billion 0.04% of portfolio
7,765
Q1 2024 Added 79.75%
$18B
$1.31 Billion 0.04% of portfolio
20,935
Q1 2024 Reduced 5.59%
$1.56B
$1.24 Billion 0.04% of portfolio
19,834
Q1 2024 Reduced 17.1%
$43.8B
$1.2 Billion 0.04% of portfolio
27,403
Q1 2024 Added 4.24%
$0
$1.32 Billion 0.04% of portfolio
14,534
Q1 2024 Reduced 5.15%
$0
$1.19 Billion 0.04% of portfolio
27,895
Q1 2024 Added 61.33%
$0
$1.29 Billion 0.04% of portfolio
13,301
Q1 2024 Reduced 4.9%
$0
$1.12 Billion 0.04% of portfolio
10,900
Q1 2024 Reduced 37.67%
$0
$1.27 Billion 0.04% of portfolio
8,371
Q1 2024 Reduced 9.02%
$0
$1.24 Billion 0.04% of portfolio
26,508
Q1 2024 Reduced 4.96%
$0
$1.27 Billion 0.04% of portfolio
52,025
Q1 2024 Reduced 6.55%
$66.8B
$1.03 Billion 0.03% of portfolio
4,402
Q1 2024 Reduced 22.57%
$164B
$965 Million 0.03% of portfolio
4,376
Q1 2024 Added 0.54%
$12.5B
$872 Million 0.03% of portfolio
16,094
Q1 2024 Added 5.78%
$28.5B
$1.07 Billion 0.03% of portfolio
21,353
Q1 2024 Added 4.59%
$75.6B
$842 Million 0.03% of portfolio
1,442
Q1 2024 Added 1.91%
$29.7B
$941 Million 0.03% of portfolio
124
Q1 2024 Added 7.81%
$25.4B
$1.04 Billion 0.03% of portfolio
13,638
Q1 2024 Reduced 0.4%
$129B
$835 Million 0.03% of portfolio
11,327
Q1 2024 Reduced 13.54%
$97.2B
$832 Million 0.03% of portfolio
11,038
Q1 2024 Reduced 42.67%
$70.1B
$932 Million 0.03% of portfolio
27,850
Q1 2024 Added 17.59%
$93.7B
$951 Million 0.03% of portfolio
14,534
Q1 2024 Reduced 7.93%
$18B
$1.06 Billion 0.03% of portfolio
31,670
Q1 2024 Added 13.59%
$35.6B
$1.03 Billion 0.03% of portfolio
11,546
Q1 2024 Reduced 18.6%
$90.4B
$926 Million 0.03% of portfolio
15,964
Q1 2024 Added 24.81%
$54.5B
$868 Million 0.03% of portfolio
1,342
Q1 2024 Reduced 25.1%
$221B
$937 Million 0.03% of portfolio
12,008
Q1 2024 Reduced 0.14%
$158B
$803 Million 0.03% of portfolio
1,800
Q1 2024 Reduced 1.61%
$42.5B
$893 Million 0.03% of portfolio
6,411
Q1 2024 Reduced 45.77%
$199B
$1.07 Billion 0.03% of portfolio
3,202
Q1 2024 Reduced 22.78%
$76.5B
$1.05 Billion 0.03% of portfolio
2,721
Q1 2024 Reduced 1.32%
$18.5B
$980 Million 0.03% of portfolio
7,409
Q1 2024 Added 14.79%

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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