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
$16.5B
$18.4 Million 0.0% of portfolio
353
Q1 2025 Added 0.57%
$3.99B
$44.1 Million 0.0% of portfolio
401
Q4 2024 Added 1.52%
$25B
$4.5 Million 0.0% of portfolio
2,019
Q4 2024 New
$120B
$6.02 Million 0.0% of portfolio
899
Q1 2025 Added 42.02%
Bank Amer Corp Non Cumulative Perpetual Conv Pfd Ser L
-
$1.24 Million 0.0% of portfolio
-
Q1 2024 Reduced 50.0%
$2.73B
$345,000 0.0% of portfolio
5
Q1 2025 Reduced 58.33%
$5.21B
$33.5 Million 0.0% of portfolio
770
Q4 2024 Added 6.5%
$32.9B
$719,000 0.0% of portfolio
37
Q1 2025 New
$6.92B
$100 Million 0.0% of portfolio
3,305
Q1 2025 Added 44.32%
$19.5B
$150 Million 0.0% of portfolio
6,536
Q1 2025 Reduced 34.3%
$4.55B
$176 Million 0.0% of portfolio
1,751
Q1 2025 Added 22.7%
$10.6B
$11.7 Million 0.0% of portfolio
157
Q1 2025 Added 17.16%
$1.16B
$31.6 Million 0.0% of portfolio
1,212
Q1 2025 Added 42.59%
$8.45B
$8.31 Million 0.0% of portfolio
119
Q4 2024 Reduced 98.54%
$123B
$112 Million 0.0% of portfolio
2,304
Q1 2025 Reduced 42.18%
$7B
$33.9 Million 0.0% of portfolio
1,772
Q1 2025 Reduced 18.6%
$17.5B
$1.64 Million 0.0% of portfolio
12
Q1 2025 Reduced 76.92%
$11.5B
$48.2 Million 0.0% of portfolio
682
Q1 2025 Added 7.23%
$1.95B
$18.4 Million 0.0% of portfolio
313
Q1 2025 Reduced 28.38%
Birkenstock Hldg PLC Ord Shs Isin#Je00 Bs44 Bn30
-
$1.28 Million 0.0% of portfolio
-
Q4 2024 Reduced 33.33%
$3.32B
$54 Million 0.0% of portfolio
871
Q1 2025 Reduced 25.81%
$30.3B
$136 Million 0.0% of portfolio
2,499
Q1 2025 Added 5.53%
$6.08B
$177,000 0.0% of portfolio
2
Q1 2025 New
Boeing CO Dep Shs Repstg 1/20 Th Int Pfd Mandatory Conv Ser A Percent Exp 12/31/88
-
$2.51 Million 0.0% of portfolio
-
Q1 2025 Added 110.0%
$3.35B
$1.72 Million 0.0% of portfolio
16
Q1 2025 New
$15.8B
$9.52 Million 0.0% of portfolio
91
Q1 2025 Reduced 69.05%
$6.9B
$84.9 Million 0.0% of portfolio
2,962
Q1 2025 Added 24.61%
$2.48B
$5.25 Million 0.0% of portfolio
22
Q1 2025 Added 4.76%
$7.49B
$24.5 Million 0.0% of portfolio
372
Q1 2025 Added 2.2%
$5.67B
$1.07 Million 0.0% of portfolio
31
Q1 2025 New
Brookfield Corp Vtg Shs Cl A Isin#Ca11271 J1075
-
$262,000 0.0% of portfolio
-
Q3 2024 New
$0
$12,000 0.0% of portfolio
1
Q1 2025 New
Brookfield Renewable Corporation Registered Shs A Isin#Ca11285 B1085
-
$16.6 Million 0.0% of portfolio
-
Q1 2025 Reduced 97.57%
$31.2B
$38.9 Million 0.0% of portfolio
313
Q1 2025 Added 0.64%
-
$8.35 Million 0.0% of portfolio
-
Q1 2025 Reduced 78.02%
$6.03B
$69.7 Million 0.0% of portfolio
1,671
Q1 2025 Reduced 33.98%
$3.47B
$6.84 Million 0.0% of portfolio
127
Q1 2025 Added 9.48%
Bunge Global Sa Act Nom Isin#Ch1300646267
-
$1.07 Million 0.0% of portfolio
-
Q1 2025 Added 16.67%
$15.5B
$6.44 Million 0.0% of portfolio
27
Q1 2025 Added 125.0%
$10.2B
$7.7 Million 0.0% of portfolio
78
Q1 2025 Added 160.0%
$10.1B
$46 Million 0.0% of portfolio
685
Q1 2025 Added 1.18%
$2.31B
$1.79 Million 0.0% of portfolio
85
Q1 2025 New
$4.36B
$2.66 Million 0.0% of portfolio
32
Q1 2025 Added 60.0%
$10.1B
$112 Million 0.0% of portfolio
305
Q1 2025 Added 21.03%
$2.43B
$1.79 Million 0.0% of portfolio
39
Q1 2025 New
$5.92B
$3.95 Million 0.0% of portfolio
158
Q1 2025 Reduced 64.97%
$2.75B
$1.38 Million 0.0% of portfolio
39
Q1 2025 Reduced 80.0%
$12.7B
$181 Million 0.0% of portfolio
1,478
Q1 2025 Added 20.55%
$20.1B
$107 Million 0.0% of portfolio
2,601
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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