Td Private Client Wealth LLC Purchases in Q3 2025

Td Private Client Wealth LLC

  • $4.44 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RE
Everest Re Group LTD

Financial Services
6
+ 25.0%
N/A
30 $10.5M
ITUB
Itau Unibanco Holding S.A.

Financial Services
117
+ 4.52%
$6.18 - $7.41 $723 - $867
2.71K $19.9M
W
Wayfair Inc.

Consumer Cyclical
11
+ 34.38%
$51.99 - $90.17 $572 - $992
43 $3.84M
XLP
Consumer Staples Sector Spdr

ETFs
57
+ 6.4%
N/A
948 $74.3M
OXYWS
Occidental Pete Corp Wt Exp 08
6
+ 1.46%
N/A
418 $10.7M
NDAQ
Nasdaq, Inc.

Financial Services
35
+ 3.35%
$86.73 - $96.94 $3.04K - $3.39K
1.08K $95.5M
TROW
Price T Rowe Group Inc

Financial Services
13
+ 10.74%
$98.67 - $111.52 $1.28K - $1.45K
134 $13.8M
NWS
News Corp New Cl B Com Stk (De

Communication Services
58
+ 51.33%
$31.68 - $35.17 $1.84K - $2.04K
171 $5.91M
VAW
Vanguard Materials ETF

ETFs
3
+ 2.14%
$193.21 - $210.15 $580 - $630
143 $29.3M
INCY
Incyte Corp

Healthcare
16
+ 43.24%
$67.27 - $86.96 $1.08K - $1.39K
53 $4.5M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
13
+ 65.0%
$99.92 - $146.67 $1.3K - $1.91K
33 $4.37M
Knife Riv Corp Com
23
New
N/A
23 $1.77M
IRDM
Iridium Communications Inc.

Communication Services
100
New
$17.28 - $32.43 $1.73K - $3.24K
100 $1.75M
TXG
10x Genomics, Inc.

Healthcare
148
New
$11.34 - $14.64 $1.68K - $2.17K
148 $1.73M
OKTA
Okta, Inc.

Technology
61
+ 13.03%
$88.51 - $101.1 $5.4K - $6.17K
529 $48.5M
LENB
Lennar Corporation Cl B
5
+ 6.67%
N/A
80 $9.6M
CINF
Cincinnati Financial Corp

Financial Services
5
+ 5.1%
$145.8 - $158.1 $729 - $791
103 $16.3M
MDU
Mdu Resources Group Inc

Industrials
60
+ 11.13%
$15.85 - $17.81 $951 - $1.07K
599 $10.7M
STAA
Staar Surgical CO

Healthcare
61
New
$16.61 - $28.57 $1.01K - $1.74K
61 $1.64M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 100.0%
$132.9 - $142.03 $1.46K - $1.56K
22 $3.1M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
19
New
$84.77 - $103.36 $1.61K - $1.96K
19 $1.63M
IONQ
Ion Q, Inc.

Technology
10
+ 19.23%
$36.79 - $75.14 $368 - $751
62 $3.81M
Rocket Lab Corp Com
14
+ 19.72%
N/A
85 $4.07M
OI
O I Glass, Inc.

Consumer Cyclical
118
New
$12.47 - $15.8 $1.47K - $1.86K
118 $1.53M
Paramount Skydance Corp Cl B
80
New
N/A
80 $1.51M
SCHV
Schwab Strategic Tr Us Large C

ETFs
48
+ 100.0%
$27.61 - $29.15 $1.33K - $1.4K
96 $2.8M
RPM
Rpm International Inc

Basic Materials
3
+ 2.21%
$110.07 - $128.23 $330 - $385
139 $16.4M
RH
Rh

Consumer Cyclical
7
New
$187.54 - $251.0 $1.31K - $1.76K
7 $1.42M
MKTX
Marketaxess Holdings Inc

Financial Services
16
+ 57.14%
$174.25 - $223.11 $2.79K - $3.57K
44 $7.67M
NTLA
Intellia Therapeutics, Inc.

Healthcare
42
+ 50.0%
$9.88 - $17.76 $415 - $746
126 $2.18M
AFRM
Affirm Holdings, Inc.

Technology
13
+ 12.62%
$64.05 - $92.18 $833 - $1.2K
116 $8.48M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3
+ 11.11%
$201.83 - $230.93 $605 - $693
30 $6.67M
Uniti Group Inc New Com
213
New
N/A
213 $1.3M
Strategy Inc Perp Strike Pfd Stk Ser A 8.00 Qtly Cpn Perp Mty
14
New
N/A
14 $1.28M
Millrose Pptys Inc Cl A
14
+ 8.92%
N/A
171 $5.75M
SONO
Sonos Inc

Technology
56
+ 72.73%
$10.36 - $15.8 $580 - $885
133 $2.1M
AWR
American States Water CO

Utilities
17
New
$71.48 - $77.99 $1.22K - $1.33K
17 $1.25M
MSEX
Middlesex Water CO

Utilities
23
New
$51.52 - $56.15 $1.18K - $1.29K
23 $1.25M
REG
Regency Centers Corp

Real Estate
2
+ 0.31%
$68.62 - $73.81 $137 - $148
654 $47.7M
SWKS
Skyworks Solutions, Inc.

Technology
3
+ 0.75%
$67.52 - $82.97 $203 - $249
403 $31M
CSWI
Csw Industrials, Inc.

Industrials
5
New
$289.31 - $293.0 $1.45K - $1.47K
5 $1.21M
JACK
Jack In The Box Inc

Consumer Cyclical
61
New
$16.67 - $24.88 $1.02K - $1.52K
61 $1.21M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
10
+ 100.0%
$100.63 - $112.27 $1.01K - $1.12K
20 $2.21M
AVTR
Avantor, Inc.

Basic Materials
670
+ 9.16%
$11.18 - $14.21 $7.49K - $9.52K
7.99K $99.7M
WING
Wingstop Inc.

Consumer Cyclical
8
+ 80.0%
$247.44 - $377.34 $1.98K - $3.02K
18 $4.53M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
25
+ 6.96%
$45.54 - $48.43 $1.14K - $1.21K
384 $17.9M
LITE
Lumentum Holdings Inc.

Technology
7
New
$90.44 - $171.5 $633 - $1.2K
7 $1.14M
CYH
Community Health Systems Inc

Healthcare
350
New
$2.44 - $3.88 $854 - $1.36K
350 $1.12M
PODD
Insulet Corp

Healthcare
7
+ 3.65%
$277.3 - $352.82 $1.94K - $2.47K
199 $61.4M
Activity Summary
Buys All Purchases 765 New Holdings 174 Increased Positions 591 Sells All Sells 547 Reductions 547 Sold out 0 Options Calls 0 Puts 0
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