Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025

Td Private Client Wealth LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.63 Trillion distributed in 1415 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 $265B, Spdr S&P 500 ETF Trust with a value of $195B, Ishares Tr with a value of $189B, Vanguard Mortg Backed Sec ETF with a value of $182B, and Ishares U.S. Treasury Bond ETF with a value of $140B.

Examining the 13F form we can see an increase of $55.1B in the current position value, from $3.58T to 3.63T.

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 $3.63 Trillion
Technology: $224 Billion
Financial Services: $174 Billion
Healthcare: $142 Billion
Industrials: $107 Billion
Communication Services: $89 Billion
Consumer Cyclical: $84.8 Billion
Consumer Defensive: $65.5 Billion
Utilities: $56.7 Billion
Other: $104 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$388 Million 0.01% of portfolio
3,521
Q1 2025 Added 1.56%
$53.8B
$196 Million 0.01% of portfolio
198
Q1 2025 Reduced 8.76%
Gsk PLC Sponsored Adr New
-
$275 Million 0.01% of portfolio
-
Q1 2025 Added 160.79%
$47.5B
$340 Million 0.01% of portfolio
33,051
Q1 2025 Added 16.12%
$6B
$299 Million 0.01% of portfolio
1,718
Q1 2025 Added 53.8%
$137B
$324 Million 0.01% of portfolio
4,882
Q1 2025 Reduced 8.53%
$10.2B
$353 Million 0.01% of portfolio
17,454
Q1 2025 Added 67.42%
$74.9B
$201 Million 0.01% of portfolio
11,021
Q1 2025 Added 18.54%
$4.9B
$194 Million 0.01% of portfolio
1,134
Q1 2025 Added 7.08%
$83.2B
$253 Million 0.01% of portfolio
11,159
Q1 2025 Reduced 7.85%
$6.31B
$190 Million 0.01% of portfolio
918
Q1 2025 Added 2.11%
$20.2B
$525 Million 0.01% of portfolio
6,766
Q1 2025 Added 48.67%
$0
$532 Million 0.01% of portfolio
8,239
Q1 2025 Added 449.27%
$28.2B
$516 Million 0.01% of portfolio
6,000
Q1 2025 Added 0.15%
$0
$359 Million 0.01% of portfolio
10,280
Q1 2025 Reduced 0.24%
$0
$403 Million 0.01% of portfolio
10,061
Q1 2025 Added 655.9%
$0
$378 Million 0.01% of portfolio
2,956
Q1 2025 Added 7.65%
$0
$310 Million 0.01% of portfolio
5,043
Q1 2025 Reduced 5.3%
$0
$329 Million 0.01% of portfolio
4,033
Q1 2025 Reduced 0.67%
$0
$193 Million 0.01% of portfolio
2,699
Q1 2025 Reduced 74.37%
$0
$316 Million 0.01% of portfolio
7,019
Q1 2025 Reduced 57.48%
$0
$453 Million 0.01% of portfolio
2,368
Q1 2025 Reduced 7.28%
$0
$431 Million 0.01% of portfolio
3,066
Q1 2025 Added 7.13%
$7.41B
$291 Million 0.01% of portfolio
2,346
Q1 2025 New
$7.08B
$278 Million 0.01% of portfolio
5,574
Q1 2025 Added 24.84%
$48.8B
$379 Million 0.01% of portfolio
11,087
Q1 2025 Reduced 21.39%
$52.2B
$247 Million 0.01% of portfolio
3,655
Q1 2025 Added 18.63%
Lam Resh Corp Com New
-
$457 Million 0.01% of portfolio
-
Q1 2025 Added 13.41%
$7.38B
$511 Million 0.01% of portfolio
9,590
Q1 2025 Added 766.31%
$2B
$336 Million 0.01% of portfolio
3,838
Q1 2025 Reduced 6.37%
$5.25B
$317 Million 0.01% of portfolio
3,591
Q1 2025 Added 7.64%
$27.8B
$321 Million 0.01% of portfolio
2,795
Q1 2025 Reduced 38.81%
$63.9B
$222 Million 0.01% of portfolio
58,241
Q1 2025 Added 207.52%
$34.1B
$435 Million 0.01% of portfolio
1,536
Q1 2025 Added 44.5%
$33.8B
$389 Million 0.01% of portfolio
813
Q1 2025 Reduced 4.35%
$13.9B
$297 Million 0.01% of portfolio
4,265
Q1 2025 Reduced 46.54%
$8.57B
$310 Million 0.01% of portfolio
9,931
Q1 2025 Added 38.47%
$18.9B
$335 Million 0.01% of portfolio
4,073
Q1 2025 Added 2,398.77%
$5.35B
$224 Million 0.01% of portfolio
2,119
Q1 2025 Added 22.34%
$24.6B
$253 Million 0.01% of portfolio
214
Q1 2025 Added 5.42%
$19.1B
$462 Million 0.01% of portfolio
2,759
Q1 2025 Added 4.51%
$4.24B
$251 Million 0.01% of portfolio
9,865
Q1 2025 Added 82.41%
$11.5B
$413 Million 0.01% of portfolio
879
Q1 2025 Added 15.96%
Natwest Group PLC Sponsored Adr Repstg 2 Ord Shs New Isin#Us6390572070
-
$330 Million 0.01% of portfolio
-
Q1 2025 Added 11.39%
$20.2B
$242 Million 0.01% of portfolio
2,752
Q1 2025 Reduced 8.66%
$42.1B
$197 Million 0.01% of portfolio
4,079
Q1 2025 Added 226.84%
$6.03B
$248 Million 0.01% of portfolio
1,382
Q1 2025 Added 47.02%
$72.2B
$456 Million 0.01% of portfolio
7,188
Q1 2025 Added 5.38%
$75.9B
$229 Million 0.01% of portfolio
447
Q1 2025 Reduced 49.03%

Summary

  • Portfolio
  • No. of Stocks 1,415
  • Current Value $3.63 Trillion
  • Prior Value $3.58 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 184 stocks
  • Additional Purchases 662 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 424 stocks
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