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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20.6K
+ 12.82%
$74.5 - $78.37 $1.53M - $1.61M
181K $13.5B
HYLB
Xtrackers Usd High Yield Corp

ETFs
28.1K
+ 18.1%
$35.95 - $36.76 $1.01M - $1.03M
184K $6.62B
EMR
Emerson Electric CO

Industrials
2.68K
+ 7.06%
$108.13 - $134.33 $289K - $360K
40.6K $5.03B
VB
Vanguard Small Cap ETF

ETFs
2.72K
+ 7.22%
$233.76 - $261.58 $636K - $712K
40.4K $9.7B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.2K
+ 369.34%
$67.29 - $73.38 $754K - $822K
14.2K $966M
MSCI
Msci Inc.

Financial Services
1.09K
+ 33.97%
$569.09 - $635.99 $621K - $695K
4.31K $2.58B
AMP
Ameriprise Financial Inc

Financial Services
315
+ 3.72%
$473.15 - $574.01 $149K - $181K
8.77K $4.67B
XOM
Exxon Mobil Corp

Energy
9.35K
+ 29.21%
$105.51 - $125.37 $986K - $1.17M
41.4K $4.45B
SNA
Snap On Inc

Industrials
421
+ 4.01%
$285.44 - $371.35 $120K - $156K
10.9K $3.71B
DDOG
Datadog, Inc.

Technology
4.57K
+ 3087.16%
$113.98 - $168.65 $521K - $771K
4.72K $674M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.6K
+ 15620.53%
$27.54 - $83.04 $650K - $1.96M
23.7K $658M
UAL
United Airlines Holdings, Inc.

Industrials
5.9K
+ 433.48%
$55.62 - $102.44 $328K - $605K
7.27K $706M
Smurfit Westrock Limited Registered Shs Isin#Ie00028 Fxn24
10.5K
+ 142.31%
N/A
17.9K $963M
DAL
Delta Air Lines, Inc.

Industrials
8.29K
+ 110.35%
$47.46 - $65.77 $394K - $545K
15.8K $956M
SYY
Sysco Corp

Consumer Defensive
7.5K
+ 94.25%
$73.63 - $81.77 $552K - $613K
15.5K $1.18B
PAYX
Paychex Inc

Industrials
2.15K
+ 5.27%
$135.86 - $148.73 $292K - $319K
42.9K $6.01B
IVE
Ishares S&P 500 Value ETF

ETFs
6.09K
+ 6.09%
$189.5 - $206.17 $1.15M - $1.26M
106K $20.3B
BMY
Bristol Myers Squibb CO

Healthcare
2.45K
+ 2.99%
$51.92 - $59.94 $127K - $147K
84.5K $4.78B
PPL
Ppl Corp

Utilities
16.7K
+ 32.46%
$31.47 - $35.0 $526K - $585K
68.2K $2.21B
SPSB
Spdr Portfolio Short Term Corp

ETFs
18.1K
+ 19.18%
$29.77 - $30.19 $537K - $545K
112K $3.35B
SHOP
Shopify Inc.

Technology
905
+ 5.89%
$78.14 - $119.49 $70.7K - $108K
16.3K $1.73B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10.7K
+ 6.25%
$91.94 - $100.02 $986K - $1.07M
182K $16.9B
HON
Honeywell International Inc

Industrials
943
+ 6.46%
$202.84 - $236.0 $191K - $223K
15.5K $3.51B
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
26.3K
+ 604.09%
$18.04 - $18.54 $474K - $487K
30.6K $554M
IWV
Ishares Russell 3000 ETF

ETFs
1.41K
+ 17625.0%
$323.08 - $349.08 $456K - $492K
1.42K $474M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.26K
+ 3.23%
$129.96 - $144.97 $163K - $182K
40.1K $5.59B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7.47K
+ 58.21%
$97.29 - $122.68 $726K - $916K
20.3K $1.98B
SONY
Sony Group Corp

Technology
60K
+ 534.19%
$17.53 - $96.8 $1.05M - $5.81M
71.3K $1.51B
GDDY
Go Daddy Inc.

Technology
434
+ 5.29%
$153.16 - $209.03 $66.5K - $90.7K
8.63K $1.7B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.77K
+ 40.38%
N/A
16.6K $1.54B
CBOE
Cboe Global Markets, Inc.

Financial Services
1.96K
+ 528.57%
$191.61 - $217.84 $376K - $427K
2.33K $456M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.59K
+ 18.67%
$124.26 - $134.12 $322K - $348K
16.5K $2.12B
XLK
Technology Sector Spdr

ETFs
1.11K
+ 6.63%
$220.26 - $241.44 $244K - $267K
17.8K $4.14B
BNDX
Vanguard Total International B

ETFs
7.5K
+ 749700.0%
$48.91 - $50.61 $367K - $379K
7.5K $368M
AXP
American Express CO

Financial Services
29
+ 0.21%
$267.35 - $305.57 $7.75K - $8.86K
13.8K $4.1B
TRMB
Trimble Inc.

Technology
4.89K
+ 826.52%
$60.21 - $75.4 $295K - $369K
5.49K $388M
SJNK
Spdr Bloomberg Short Term High

ETFs
15.1K
+ 20.48%
$25.09 - $25.69 $379K - $388K
88.9K $2.24B
IWM
Ishares Russell 2000 ETF

ETFs
1.5K
+ 2.53%
$216.13 - $242.4 $324K - $364K
60.9K $13.4B
AXON
Axon Enterprise, Inc.

Industrials
311
+ 42.54%
$399.22 - $689.78 $124K - $215K
1.04K $619M
HPE
Hewlett Packard Enterprise CO

Technology
13.3K
+ 27.53%
$19.31 - $23.95 $257K - $319K
61.6K $1.32B
FISV
Fiserv Inc

Technology
1.16K
+ 35.37%
N/A
4.44K $912M
JLL
Jones Lang Lasalle Inc

Real Estate
1.4K
+ 74.22%
$246.93 - $283.67 $345K - $397K
3.28K $831M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
14.9K
+ 23.3%
$23.42 - $24.25 $349K - $362K
79K $1.86B
MUB
Ishares National Muni Bond ETF

ETFs
3.71K
+ 8.77%
$105.78 - $108.7 $392K - $403K
46K $4.9B
APP
App Lovin Corp

Technology
747
+ 244.92%
$130.67 - $401.5 $97.6K - $300K
1.05K $341M
MCK
Mckesson Corp

Healthcare
298
+ 18.71%
$482.27 - $628.5 $144K - $187K
1.89K $1.08B
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 1.46%
$4100.99 - $5300.34 $20.5K - $26.5K
348 $1.73B
SSNC
Ss&C Technologies Holdings Inc

Technology
3.23K
+ 15.68%
$69.93 - $77.36 $226K - $250K
23.8K $1.81B
AZN
Astrazeneca PLC

Healthcare
6.2K
+ 58.46%
$63.2 - $79.58 $392K - $493K
16.8K $1.1B
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
Track This Portfolio

Track Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email