Td Private Client Wealth LLC Incresed Positions in Q4 2024

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
409K
+ 12.75%
$66.77 - $71.52 $27.3M - $29.2M
3.61M $249B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
310K
+ 38.33%
$51.33 - $53.74 $15.9M - $16.6M
1.12M $57.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
123K
+ 48.26%
$96.64 - $101.23 $11.9M - $12.5M
379K $36.7B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
21.4K
+ 15.88%
$340.59 - $380.5 $7.3M - $8.15M
156K $57.2B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
357K
+ 10.96%
$45.17 - $47.23 $16.1M - $16.9M
3.62M $164B
VXF
Vanguard Extended Market ETF

ETFs
37.1K
+ 11.31%
$179.17 - $207.15 $6.66M - $7.7M
366K $69.4B
IEFA
Ishares Tr

ETFs
343K
+ 18.27%
$70.06 - $77.43 $24M - $26.6M
2.22M $156B
DGRO
Ishares Core Dividend Growth E

ETFs
160K
+ 19.64%
$60.73 - $64.94 $9.73M - $10.4M
976K $59.9B
TSLA
Tesla, Inc.

Consumer Cyclical
14.1K
+ 128.01%
$213.65 - $479.86 $3.02M - $6.79M
25.2K $10.2B
IWD
Ishares Russell 1000 Val ETF

ETFs
38.7K
+ 35.41%
$183.23 - $199.79 $7.09M - $7.73M
148K $27.4B
CRM
Salesforce, Inc.

Technology
12.5K
+ 74.04%
$270.87 - $367.87 $3.39M - $4.6M
29.4K $9.82B
AAPL
Apple Inc.

Technology
8.02K
+ 7.51%
$221.69 - $259.02 $1.78M - $2.08M
115K $28.8B
Kenvue Inc Com
151K
+ 116.63%
N/A
280K $5.97B
ITM
Vaneck Intermediate Muni ETF

ETFs
62.9K
+ 3361.23%
$45.56 - $46.97 $2.86M - $2.95M
64.7K $2.98B
VIG
Vanguard Dividend Appreciation

ETFs
19.6K
+ 4.59%
N/A
446K $87.3B
JNJ
Johnson & Johnson

Healthcare
23.3K
+ 70.54%
$143.34 - $165.86 $3.34M - $3.87M
56.4K $8.16B
SCHG
Schwab Strategic Tr Us Large C

ETFs
363K
+ 370.31%
$25.93 - $105.3 $9.42M - $38.3M
462K $12.9B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
217K
+ 3.96%
$22.39 - $23.45 $4.86M - $5.09M
5.69M $131B
VONG
Vanguard Russell 1000 Growth E

ETFs
14.6K
+ 11.12%
$95.27 - $107.82 $1.39M - $1.58M
146K $15.1B
Atlassian Corp Cl A
9.76K
+ 9292.38%
N/A
9.86K $2.4B
TT
Trane Technologies PLC

Industrials
6.3K
+ 625.92%
$369.35 - $419.14 $2.33M - $2.64M
7.31K $2.7B
URTH
Ishares Msci World ETF

ETFs
14.4K
+ 180.06%
$153.73 - $162.67 $2.21M - $2.34M
22.4K $3.48B
ETR
Entergy Corp

Utilities
49.9K
+ 178.26%
$73.19 - $156.4 $3.65M - $7.81M
77.9K $5.91B
ADSK
Autodesk, Inc.

Technology
6.98K
+ 870.79%
N/A
7.78K $2.3B
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.61K
+ 19.71%
$311.11 - $335.64 $1.75M - $1.88M
34.1K $11B
APO
Apollo Global Management, Inc.

Financial Services
11.8K
+ 1364.74%
$131.36 - $178.61 $1.55M - $2.11M
12.7K $2.09B
SUB
Ishares Short Term National Mu

ETFs
18.2K
+ 56.81%
$104.94 - $106.2 $1.91M - $1.93M
50.2K $5.29B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
45K
+ 31.8%
$45.38 - $46.88 $2.04M - $2.11M
187K $8.51B
NFLX
Netflix Inc

Communication Services
1.19K
+ 30.3%
$687.65 - $936.56 $817K - $1.11M
5.11K $4.55B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
41.4K
+ 10.32%
$51.54 - $52.55 $2.13M - $2.17M
442K $22.9B
MRVL
Marvell Technology, Inc.

Technology
5.87K
+ 22.61%
$70.31 - $124.78 $413K - $733K
31.8K $3.52B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
58.3K
+ 329.67%
$27.88 - $30.51 $1.62M - $1.78M
76K $2.12B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
13.7K
+ 32635.71%
$87.56 - $119.8 $1.2M - $1.64M
13.7K $1.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.21K
+ 1.72%
$521.84 - $558.82 $632K - $677K
71.7K $38.6B
MDLZ
Mondelez International, Inc.

Consumer Defensive
26.6K
+ 160.21%
$59.25 - $72.99 $1.57M - $1.94M
43.2K $2.58B
VCIT
Vanguard Intermediate Term Cor

ETFs
26.3K
+ 12.01%
$80.13 - $83.77 $2.1M - $2.2M
245K $19.7B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
31.1K
+ 13.65%
$47.26 - $48.18 $1.47M - $1.5M
259K $12.3B
LPLA
Lpl Financial Holdings Inc.

Financial Services
513
+ 4.25%
$229.85 - $335.91 $118K - $172K
12.6K $4.11B
GS
Goldman Sachs Group Inc

Financial Services
1.54K
+ 31.03%
$486.1 - $608.57 $749K - $938K
6.51K $3.73B
DIS
Walt Disney CO

Communication Services
8.96K
+ 67.21%
$92.39 - $117.6 $828K - $1.05M
22.3K $2.48B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
14.9K
+ 11.93%
$93.52 - $95.37 $1.39M - $1.42M
140K $13.1B
GLD
Spdr Gold Trust

ETFs
4.9K
+ 14.17%
$236.59 - $257.5 $1.16M - $1.26M
39.5K $9.57B
Ge Vernova Inc Com
3.03K
+ 409.32%
N/A
3.77K $1.24B
TRU
Trans Union

Industrials
11.3K
+ 13496.43%
$92.71 - $108.67 $1.05M - $1.23M
11.4K $1.06B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
26.2K
+ 2.78%
$81.68 - $82.93 $2.14M - $2.17M
966K $79.2B
VST
Vistra Corp.

Utilities
7.29K
+ 474.79%
$115.74 - $166.61 $844K - $1.21M
8.82K $1.22B
LNG
Cheniere Energy, Inc.

Energy
2.82K
+ 24.05%
$181.07 - $225.92 $511K - $638K
14.6K $3.13B
KKR
Kkr & Co. Inc.

Financial Services
2.18K
+ 5.69%
$129.87 - $162.87 $283K - $355K
40.5K $5.99B
DFS
Discover Financial Services

Financial Services
426
+ 1.56%
$136.3 - $182.67 $58.1K - $77.8K
27.7K $4.79B
Activity Summary
Buys All Purchases 607 New Holdings 90 Increased Positions 517 Sells All Sells 550 Reductions 550 Sold out 0 Options Calls 0 Puts 0
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