Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024

Td Private Client Wealth LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.48 Trillion distributed in 1281 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 $216B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $154B, Ishares Tr with a value of $147B, and Ishares U.S. Treasury Bond ETF with a value of $128B.

Examining the 13F form we can see an increase of $302B in the current position value, from $3.18T to 3.48T. Also it can be appreciated an additional of 91 stocks purchases and 1 closed positions.

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 $3.48 Trillion
Technology: $258 Billion
Financial Services: $165 Billion
Healthcare: $152 Billion
Industrials: $121 Billion
Communication Services: $88.1 Billion
Consumer Cyclical: $87 Billion
Consumer Defensive: $70.7 Billion
Energy: $53.5 Billion
Other: $113 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.27T
$53.8 Billion 1.55% of portfolio
124,974
Q3 2024 Added 4.33%
$349B
$28.9 Billion 0.83% of portfolio
238,230
Q3 2024 Reduced 10.82%
$2.33T
$26.9 Billion 0.77% of portfolio
144,339
Q3 2024 Added 5.74%
$4.15T
$24.9 Billion 0.72% of portfolio
106,889
Q3 2024 Added 6.52%
$1.37T
$23.7 Billion 0.68% of portfolio
41,392
Q3 2024 Added 2.97%
$711B
$19.9 Billion 0.57% of portfolio
94,595
Q3 2024 Added 2.04%
$1.17T
$18.5 Billion 0.53% of portfolio
111,705
Q3 2024 Reduced 5.67%
$191B
$14.1 Billion 0.41% of portfolio
116,416
Q3 2024 Added 2.56%
$318B
$13.9 Billion 0.4% of portfolio
70,411
Q3 2024 Reduced 0.44%
$97.1B
$11.6 Billion 0.33% of portfolio
67,273
Q3 2024 Added 937.04%
$473B
$11.3 Billion 0.33% of portfolio
19,344
Q3 2024 Reduced 4.37%
$167B
$11.6 Billion 0.33% of portfolio
258,954
Q3 2024 Added 1.26%
$756B
$11.1 Billion 0.32% of portfolio
12,543
Q3 2024 Added 5.63%
$282B
$10.8 Billion 0.31% of portfolio
73,148
Q3 2024 Reduced 8.88%
$511B
$9.92 Billion 0.29% of portfolio
20,088
Q3 2024 Added 10.49%
$524B
$9.76 Billion 0.28% of portfolio
35,489
Q3 2024 Reduced 17.11%
$72.6B
$9.18 Billion 0.26% of portfolio
200,657
Q3 2024 Added 7.26%
$96.7B
$8.66 Billion 0.25% of portfolio
68,611
Q3 2024 Added 30.52%
$143B
$8.31 Billion 0.24% of portfolio
98,284
Q3 2024 Added 2.01%
$406B
$7.52 Billion 0.22% of portfolio
18,563
Q3 2024 Added 13.1%
$400B
$7.54 Billion 0.22% of portfolio
43,525
Q3 2024 Reduced 0.33%
$252B
$7.48 Billion 0.22% of portfolio
92,686
Q3 2024 Reduced 15.85%
$47.5B
$7.21 Billion 0.21% of portfolio
70,277
Q3 2024 Reduced 8.7%
$141B
$6.97 Billion 0.2% of portfolio
21,642
Q3 2024 Reduced 9.86%
$597B
$6.89 Billion 0.2% of portfolio
14,962
Q3 2024 Reduced 23.45%
$128B
$6.56 Billion 0.19% of portfolio
11,223
Q3 2024 Added 0.47%
$78.4B
$6.12 Billion 0.18% of portfolio
33,127
Q3 2024 Added 1.0%
$172B
$6.21 Billion 0.18% of portfolio
51,261
Q3 2024 Added 1.67%
$105B
$6.37 Billion 0.18% of portfolio
13,687
Q3 2024 Added 34.28%
$1.2T
$5.88 Billion 0.17% of portfolio
35,151
Q3 2024 Reduced 0.17%
$169B
$5.9 Billion 0.17% of portfolio
141,185
Q3 2024 Reduced 0.42%
$121B
$5.87 Billion 0.17% of portfolio
101,796
Q3 2024 Reduced 5.87%
$228B
$5.52 Billion 0.16% of portfolio
15,609
Q3 2024 Added 3.34%
$356B
$5.66 Billion 0.16% of portfolio
142,540
Q3 2024 Added 5.52%
$49.9B
$5.54 Billion 0.16% of portfolio
17,112
Q3 2024 Added 5.43%
$108B
$5.5 Billion 0.16% of portfolio
61,060
Q3 2024 Added 4.77%
$51B
$5.47 Billion 0.16% of portfolio
40,737
Q3 2024 Added 34.73%
$211B
$5.59 Billion 0.16% of portfolio
32,871
Q3 2024 Added 30.32%
$246B
$5.24 Billion 0.15% of portfolio
98,409
Q3 2024 Reduced 2.72%
$272B
$5.37 Billion 0.15% of portfolio
74,788
Q3 2024 Reduced 4.55%
$83.9B
$5.25 Billion 0.15% of portfolio
45,546
Q3 2024 Reduced 23.14%
$60.7B
$5.39 Billion 0.15% of portfolio
19,144
Q3 2024 Reduced 2.95%
$182B
$5.16 Billion 0.15% of portfolio
8,314
Q3 2024 Reduced 7.39%
$381B
$5.36 Billion 0.15% of portfolio
33,076
Q3 2024 Added 41.32%
$65.6B
$5.24 Billion 0.15% of portfolio
63,587
Q3 2024 Added 5.5%
$286B
$5.01 Billion 0.14% of portfolio
6,017
Q3 2024 Added 4.24%
$84.6B
$4.74 Billion 0.14% of portfolio
17,476
Q3 2024 Added 4.99%
$168B
$4.99 Billion 0.14% of portfolio
17,946
Q3 2024 Added 0.95%
$118B
$4.82 Billion 0.14% of portfolio
57,509
Q3 2024 Added 10.57%

Summary

  • Portfolio
  • No. of Stocks 1,281
  • Current Value $3.48 Trillion
  • Prior Value $3.18 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 91 stocks
  • Additional Purchases 565 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 443 stocks
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