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
American Healthcare Reit Inc Com
-
$1 Million 0.0% of portfolio
-
Q4 2024 New
$26.9B
$30.8 Million 0.0% of portfolio
209
Q1 2025 Reduced 11.81%
$5.04B
$2.62 Million 0.0% of portfolio
122
Q1 2025 New
$39.1B
$164 Million 0.0% of portfolio
950
Q1 2025 Added 23.38%
$4.35B
$235,000 0.0% of portfolio
13
Q1 2025 New
$1.23B
$50.1 Million 0.0% of portfolio
1,727
Q1 2025 Reduced 17.72%
Anaptysbio Inc Com
-
$502,000 0.0% of portfolio
-
Q1 2025 New
$133B
$4.06 Million 0.0% of portfolio
66
Q1 2025 Added 24.53%
Annaly Cap Mgmt Inc Com New
-
$6.48 Million 0.0% of portfolio
-
Q1 2025 New
$28.3B
$25.6 Million 0.0% of portfolio
81
Q1 2025 Added 12.5%
$10.7B
$283,000 0.0% of portfolio
7
Q1 2025 New
$5.3B
$16 Million 0.0% of portfolio
762
Q1 2025 Added 11.73%
$2.2B
$1.27 Million 0.0% of portfolio
58
Q4 2024 New
Apollo Global Mgmt Inc New Ser A Mndtry Conv Pfd Stk Ser A 6.75 Percent Qtly Cpn Mty 12/31/2049
-
$658,000 0.0% of portfolio
-
Q4 2024 New
$2.63B
$168 Million 0.0% of portfolio
13,020
Q1 2025 Added 19.23%
$9.9B
$2.82 Million 0.0% of portfolio
19
Q4 2024 Added 850.0%
$1.5B
$918,000 0.0% of portfolio
13
Q1 2025 New
$25.7B
$1.59 Million 0.0% of portfolio
55
Q1 2025 Reduced 36.78%
$34.2B
$25.4 Million 0.0% of portfolio
264
Q1 2025 Reduced 46.45%
$26.1B
$31.6 Million 0.0% of portfolio
659
Q1 2025 Reduced 50.34%
$3.72B
$1.36 Million 0.0% of portfolio
52
Q1 2025 New
$0
$2.33 Million 0.0% of portfolio
105
Q3 2024 Reduced 10.26%
Ares Mgmt Corp Mandatory Pfd Conv Ser B 6.75 Percent Qtly Cpn Mty 10/01/27
-
$1.06 Million 0.0% of portfolio
-
Q4 2024 New
$36.3B
$1.78 Million 0.0% of portfolio
3
Q1 2025 Added 50.0%
Arm Hldgs PLC Spons Adr New Isin#Us0420682058
-
$427,000 0.0% of portfolio
-
Q1 2025 New
$7.48B
$2.91 Million 0.0% of portfolio
28
Q1 2025 Added 2,700.0%
$9.53B
$312,000 0.0% of portfolio
2
Q1 2025 New
$2.69B
$12.2 Million 0.0% of portfolio
206
Q1 2025 Added 51.47%
$10.5B
$88.3 Million 0.0% of portfolio
421
Q1 2025 Added 118.13%
Astera Labs Inc Com
-
$146 Million 0.0% of portfolio
-
Q1 2025 Added 119.79%
$8.75B
$1.41 Million 0.0% of portfolio
27
Q1 2025 New
$2.76B
$16.2 Million 0.0% of portfolio
270
Q1 2025 Added 162.14%
Atlas Energy Solutions Inc New Cl A
-
$2.73 Million 0.0% of portfolio
-
Q1 2025 New
$22.6B
$22.6 Million 0.0% of portfolio
146
Q1 2025 Added 5.04%
Atmus Filtration Technologies Inc Com
-
$1.51 Million 0.0% of portfolio
-
Q1 2025 New
$295M
$3.74 Million 0.0% of portfolio
402
Q1 2025 Added 9.54%
$5.63B
$430,000 0.0% of portfolio
64
Q1 2025 New
$3.37B
$26,000 0.0% of portfolio
1
Q4 2024 Reduced 99.51%
$29.4B
$61.8 Million 0.0% of portfolio
288
Q1 2025 Reduced 16.76%
$8.51B
$133 Million 0.0% of portfolio
8,228
Q1 2025 Added 1.78%
$13.9B
$179 Million 0.0% of portfolio
1,006
Q1 2025 Added 3.5%
$3.09B
$25.3 Million 0.0% of portfolio
680
Q4 2024 Added 4.13%
$3.06B
$1.68 Million 0.0% of portfolio
40
Q1 2025 New
$4.66B
$39.3 Million 0.0% of portfolio
818
Q1 2025 Added 43.01%
$4.99B
$1.63 Million 0.0% of portfolio
14
Q1 2025 New
$1.97B
$3.22 Million 0.0% of portfolio
93
Q4 2024 Added 60.34%
$6.69B
$1.68 Million 0.0% of portfolio
9
Q3 2024 Added 800.0%
$36.8B
$65.9 Million 0.0% of portfolio
1,499
Q1 2025 Reduced 4.7%
$5.23B
$1.66 Million 0.0% of portfolio
10
Q1 2025 New

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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