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
$12.6 Billion 0.35% of portfolio
131,901
Q1 2025 Reduced 0.09%
$106B
$12.9 Billion 0.35% of portfolio
44,695
Q1 2025 Added 13.1%
$183B
$12.2 Billion 0.34% of portfolio
269,244
Q1 2025 Added 3.06%
$0
$11.8 Billion 0.33% of portfolio
248,549
Q1 2025 Reduced 4.05%
$0
$11.2 Billion 0.31% of portfolio
36,672
Q1 2025 Added 7.56%
$0
$11.4 Billion 0.31% of portfolio
57,028
Q1 2025 Reduced 6.28%
$0
$10.8 Billion 0.3% of portfolio
146,621
Q1 2025 Added 14.2%
$81.3B
$10.5 Billion 0.29% of portfolio
62,575
Q1 2025 Added 5.42%
$535B
$10.6 Billion 0.29% of portfolio
19,388
Q1 2025 Reduced 1.9%
$0
$10.4 Billion 0.29% of portfolio
46,985
Q1 2025 Added 16.33%
$0
$10.4 Billion 0.29% of portfolio
19,141
Q1 2025 Added 6.54%
$405B
$10.3 Billion 0.28% of portfolio
61,908
Q1 2025 Added 9.75%
$0
$10 Billion 0.28% of portfolio
142,370
Q1 2025 Added 17.85%
$570B
$9.64 Billion 0.27% of portfolio
27,497
Q1 2025 Reduced 14.65%
$97.2B
$9.55 Billion 0.26% of portfolio
85,435
Q1 2025 Added 25.65%
$0
$9.43 Billion 0.26% of portfolio
146,882
Q1 2025 Added 1.54%
$111B
$8.84 Billion 0.24% of portfolio
98,425
Q1 2025 Added 68.9%
$273B
$8.64 Billion 0.24% of portfolio
32,180
Q1 2025 Added 9.52%
$61.6B
$8.6 Billion 0.24% of portfolio
203,684
Q1 2025 Added 2.84%
$55.2B
$8.14 Billion 0.22% of portfolio
74,537
Q1 2025 Added 5.91%
$694B
$8.01 Billion 0.22% of portfolio
15,049
Q1 2025 Reduced 0.75%
$0
$7.9 Billion 0.22% of portfolio
218,436
Q1 2025 Added 19.04%
$150B
$7.51 Billion 0.21% of portfolio
24,113
Q1 2025 Added 6.52%
Kenvue Inc Com
-
$7.54 Billion 0.21% of portfolio
-
Q1 2025 Added 12.39%
$0
$7.57 Billion 0.21% of portfolio
152,555
Q1 2025 Added 1.98%
$310B
$7.22 Billion 0.2% of portfolio
100,794
Q1 2025 Added 26.6%
$0
$7.27 Billion 0.2% of portfolio
234,479
Q1 2025 Reduced 11.05%
$0
$7.16 Billion 0.2% of portfolio
67,807
Q1 2025 Added 35.15%
$505B
$7.36 Billion 0.2% of portfolio
7,892
Q1 2025 Added 54.47%
$130B
$7.36 Billion 0.2% of portfolio
103,844
Q1 2025 Added 4.39%
$270B
$7.23 Billion 0.2% of portfolio
82,352
Q1 2025 Added 3.84%
$17.2B
$7.04 Billion 0.19% of portfolio
82,377
Q1 2025 Added 5.74%
$70.4B
$6.75 Billion 0.19% of portfolio
19,548
Q1 2025 Reduced 0.95%
$370B
$7.04 Billion 0.19% of portfolio
19,203
Q1 2025 Added 1.22%
$0
$7.02 Billion 0.19% of portfolio
52,282
Q1 2025 Added 6.86%
$0
$6.94 Billion 0.19% of portfolio
62,832
Q1 2025 Reduced 22.98%
Linde PLC New Shs Isin#Ie000 S9 Ys762
-
$6.75 Billion 0.19% of portfolio
-
Q1 2025 Added 5.17%
$210B
$7.02 Billion 0.19% of portfolio
78,174
Q1 2025 Added 13.43%
$244B
$6.41 Billion 0.18% of portfolio
103,804
Q1 2025 Added 6.84%
$379B
$6.49 Billion 0.18% of portfolio
12,400
Q1 2025 Reduced 34.6%
$1.01T
$6.01 Billion 0.17% of portfolio
38,490
Q1 2025 Added 14.97%
$330B
$6.18 Billion 0.17% of portfolio
148,208
Q1 2025 Added 7.29%
$93B
$6.3 Billion 0.17% of portfolio
51,629
Q1 2025 Added 3.63%
$430B
$6.18 Billion 0.17% of portfolio
52,000
Q1 2025 Added 25.75%
$0
$6.3 Billion 0.17% of portfolio
49,572
Q1 2025 Added 23.47%
$137B
$6.02 Billion 0.17% of portfolio
108,510
Q1 2025 Added 16.64%
$53.9B
$5.98 Billion 0.16% of portfolio
38,738
Q1 2025 Reduced 9.67%
$232B
$5.59 Billion 0.15% of portfolio
42,170
Q1 2025 Added 7.06%
$42.6B
$5.41 Billion 0.15% of portfolio
17,267
Q1 2025 Added 6.33%

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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