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
$249 Billion 6.97% of portfolio
3,613,912
Q4 2024 Added 12.75%
$0
$200 Billion 5.59% of portfolio
340,880
Q4 2024 Reduced 2.19%
$0
$164 Billion 4.59% of portfolio
3,617,793
Q4 2024 Added 10.96%
$0
$156 Billion 4.37% of portfolio
2,220,633
Q4 2024 Added 18.27%
$0
$131 Billion 3.66% of portfolio
5,690,525
Q4 2024 Added 3.96%
$0
$87.3 Billion 2.44% of portfolio
446,037
Q4 2024 Added 4.59%
$0
$79.2 Billion 2.21% of portfolio
965,739
Q4 2024 Added 2.78%
$0
$73.3 Billion 2.05% of portfolio
1,259,783
Q4 2024 Added 9.5%
$0
$69.4 Billion 1.94% of portfolio
365,560
Q4 2024 Added 11.31%
$0
$59.9 Billion 1.67% of portfolio
975,785
Q4 2024 Added 19.64%
$0
$57.6 Billion 1.61% of portfolio
1,117,851
Q4 2024 Added 38.33%
$0
$57.2 Billion 1.6% of portfolio
156,264
Q4 2024 Added 15.88%
$0
$52.9 Billion 1.48% of portfolio
131,698
Q4 2024 Reduced 3.11%
$2.98T
$50 Billion 1.4% of portfolio
118,739
Q4 2024 Reduced 4.99%
$0
$47.8 Billion 1.34% of portfolio
613,091
Q4 2024 Reduced 4.31%
$0
$43.1 Billion 1.21% of portfolio
493,402
Q4 2024 Added 11.04%
$0
$41.9 Billion 1.17% of portfolio
81,882
Q4 2024 Reduced 6.2%
$0
$38.6 Billion 1.08% of portfolio
71,660
Q4 2024 Added 1.72%
$0
$37.3 Billion 1.04% of portfolio
715,040
Q4 2024 Added 8.1%
$0
$36.7 Billion 1.03% of portfolio
378,602
Q4 2024 Added 48.26%
$0
$35.2 Billion 0.98% of portfolio
59,813
Q4 2024 Reduced 2.3%
$0
$34.9 Billion 0.98% of portfolio
461,753
Q4 2024 Added 4.87%
$0
$32.7 Billion 0.91% of portfolio
321,629
Q4 2024 Reduced 3.54%
$327B
$32 Billion 0.89% of portfolio
238,096
Q4 2024 Reduced 0.06%
$2.18T
$31.5 Billion 0.88% of portfolio
143,764
Q4 2024 Reduced 0.4%
$0
$31.3 Billion 0.88% of portfolio
76,328
Q4 2024 Reduced 3.55%
$0
$31.4 Billion 0.88% of portfolio
185,607
Q4 2024 Reduced 4.62%
$3.86T
$28.8 Billion 0.8% of portfolio
114,912
Q4 2024 Added 7.51%
$0
$27.4 Billion 0.77% of portfolio
147,935
Q4 2024 Added 35.41%
$0
$24.2 Billion 0.68% of portfolio
387,708
Q4 2024 Reduced 6.5%
$1.48T
$23.8 Billion 0.67% of portfolio
40,633
Q4 2024 Reduced 1.83%
$0
$22.9 Billion 0.64% of portfolio
442,401
Q4 2024 Added 10.32%
$759B
$22.6 Billion 0.63% of portfolio
94,387
Q4 2024 Reduced 0.22%
$0
$22.3 Billion 0.62% of portfolio
816,753
Q4 2024 Added 205.76%
$0
$20.3 Billion 0.57% of portfolio
106,138
Q4 2024 Added 6.09%
$0
$19.7 Billion 0.55% of portfolio
184,724
Q4 2024 Added 5.0%
$0
$19.7 Billion 0.55% of portfolio
244,933
Q4 2024 Added 12.01%
$1.05T
$19.3 Billion 0.54% of portfolio
101,900
Q4 2024 Reduced 8.78%
$0
$18.2 Billion 0.51% of portfolio
235,015
Q4 2024 Reduced 0.05%
$0
$17.2 Billion 0.48% of portfolio
149,318
Q4 2024 Added 0.17%
$0
$16.9 Billion 0.47% of portfolio
182,327
Q4 2024 Added 6.25%
$0
$15.2 Billion 0.43% of portfolio
115,083
Q4 2024 Reduced 10.33%
$0
$15.1 Billion 0.42% of portfolio
146,188
Q4 2024 Added 11.12%
$86.2B
$13.8 Billion 0.38% of portfolio
59,360
Q4 2024 Reduced 11.76%
$0
$13.4 Billion 0.38% of portfolio
60,850
Q4 2024 Added 2.53%
$240B
$13.5 Billion 0.38% of portfolio
112,160
Q4 2024 Reduced 3.66%
$0
$13.5 Billion 0.38% of portfolio
180,977
Q4 2024 Added 12.82%
$0
$13.1 Billion 0.37% of portfolio
139,566
Q4 2024 Added 11.93%
$0
$12.9 Billion 0.36% of portfolio
461,529
Q4 2024 Added 370.31%

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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