Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024

Td Private Client Wealth LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.58 Trillion distributed in 1313 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 $249B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $164B, Ishares Tr with a value of $156B, and Ishares U.S. Treasury Bond ETF with a value of $131B.

Examining the 13F form we can see an increase of $98B in the current position value, from $3.48T to 3.58T.

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 $3.58 Trillion
Technology: $254 Billion
Financial Services: $174 Billion
Healthcare: $121 Billion
Industrials: $117 Billion
Consumer Cyclical: $94 Billion
Communication Services: $87.2 Billion
Consumer Defensive: $61.3 Billion
Energy: $47.3 Billion
Other: $93.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.1B
$350 Million 0.01% of portfolio
3,013
Q4 2024 Added 8.46%
$2.06B
$234 Million 0.01% of portfolio
23,536
Q4 2024 Reduced 2.19%
$9.7B
$439 Million 0.01% of portfolio
2,584
Q4 2024 Added 19.57%
$69.8B
$516 Million 0.01% of portfolio
6,821
Q4 2024 Reduced 18.0%
$15.9B
$352 Million 0.01% of portfolio
9,587
Q4 2024 Reduced 88.85%
$82.5B
$412 Million 0.01% of portfolio
877
Q4 2024 Reduced 0.68%
$149B
$259 Million 0.01% of portfolio
3,014
Q4 2024 Reduced 33.87%
$44.8B
$451 Million 0.01% of portfolio
2,170
Q4 2024 Reduced 10.99%
$88.8B
$198 Million 0.01% of portfolio
167
Q4 2024 Reduced 11.64%
$12.1B
$388 Million 0.01% of portfolio
7,084
Q4 2024 Added 18.26%
$15.4B
$248 Million 0.01% of portfolio
3,935
Q4 2024 Added 3.53%
$13.1B
$434 Million 0.01% of portfolio
2,546
Q4 2024 Reduced 0.16%
$31.1B
$271 Million 0.01% of portfolio
2,610
Q4 2024 Added 12.35%
$17.9B
$236 Million 0.01% of portfolio
1,049
Q4 2024 Added 27.93%
$182B
$410 Million 0.01% of portfolio
5,417
Q4 2024 Added 14.16%
$50.9B
$391 Million 0.01% of portfolio
2,149
Q4 2024 Added 105.65%
$0
$322 Million 0.01% of portfolio
3,233
Q4 2024 Added 431.74%
$37.7B
$228 Million 0.01% of portfolio
1,924
Q4 2024 Added 0.63%
$50.7B
$529 Million 0.01% of portfolio
1,766
Q4 2024 Added 4.19%
$41.7B
$182 Million 0.01% of portfolio
2,159
Q4 2024 Added 2.47%
$21.7B
$225 Million 0.01% of portfolio
2,064
Q4 2024 Added 11.03%
$18B
$349 Million 0.01% of portfolio
14,851
Q4 2024 Reduced 1.26%
$96.1B
$224 Million 0.01% of portfolio
4,943
Q4 2024 Added 7.71%
$19.3B
$365 Million 0.01% of portfolio
5,595
Q4 2024 Reduced 1.03%
$92.4B
$258 Million 0.01% of portfolio
4,393
Q4 2024 Added 2.76%
$5.47B
$411 Million 0.01% of portfolio
5,832
Q4 2024 Added 123.96%
$26.9B
$436 Million 0.01% of portfolio
1,525
Q4 2024 Added 33.42%
$161B
$227 Million 0.01% of portfolio
1,883
Q4 2024 Reduced 1.57%
$304B
$531 Million 0.01% of portfolio
2,158
Q4 2024 Added 45.91%
$140B
$360 Million 0.01% of portfolio
4,865
Q4 2024 Reduced 13.14%
$0
$356 Million 0.01% of portfolio
13,800
Q4 2024 Added 105.76%
$0
$276 Million 0.01% of portfolio
1,229
Q4 2024 Reduced 14.12%
$0
$350 Million 0.01% of portfolio
2,541
Q4 2024 Added 13.34%
$0
$385 Million 0.01% of portfolio
2,924
Q4 2024 Reduced 11.07%
$49.1B
$275 Million 0.01% of portfolio
1,595
Q4 2024 Added 11.15%
$3.72B
$215 Million 0.01% of portfolio
5,512
Q4 2024 Added 20.48%
Sirius Xm Hldgs Inc New Com
-
$457 Million 0.01% of portfolio
-
Q4 2024 Added 27.92%
$8.65B
$255 Million 0.01% of portfolio
12,126
Q4 2024 Added 14.27%
$0
$258 Million 0.01% of portfolio
8,880
Q4 2024 Added 29.3%
$0
$293 Million 0.01% of portfolio
3,073
Q4 2024 Added 6.04%
$29.7B
$205 Million 0.01% of portfolio
2,088
Q4 2024 Reduced 1.93%
$4.1B
$333 Million 0.01% of portfolio
1,975
Q3 2024 Added 44.79%
$8.96B
$200 Million 0.01% of portfolio
1,882
Q4 2024 Reduced 30.5%
$35.5B
$200 Million 0.01% of portfolio
1,087
Q4 2024 Added 9.91%
$6.06B
$250 Million 0.01% of portfolio
4,077
Q4 2024 Added 0.97%
Te Connectivity PLC Ord Shs Isin#Ie000 Ivnqz81
-
$341 Million 0.01% of portfolio
-
Q4 2024 Reduced 5.21%
$14B
$400 Million 0.01% of portfolio
5,226
Q4 2024 Reduced 0.08%
$21.6B
$290 Million 0.01% of portfolio
2,465
Q4 2024 Added 1,073.81%
$235B
$363 Million 0.01% of portfolio
1,866
Q4 2024 Added 0.59%

Summary

  • Portfolio
  • No. of Stocks 1,313
  • Current Value $3.58 Trillion
  • Prior Value $3.48 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 90 stocks
  • Additional Purchases 517 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 550 stocks
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