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
$0
$2.6 Billion 0.07% of portfolio
9,290
Q4 2024 Reduced 1.02%
$0
$2.58 Billion 0.07% of portfolio
44,451
Q4 2024 Added 2.73%
$0
$2.41 Billion 0.07% of portfolio
7,013
Q4 2024 Added 3.59%
$127B
$2.5 Billion 0.07% of portfolio
6,217
Q4 2024 Reduced 54.58%
$17.1B
$2.36 Billion 0.07% of portfolio
4,982
Q4 2024 Reduced 2.71%
$69.9B
$2.43 Billion 0.07% of portfolio
44,930
Q4 2024 Reduced 33.78%
$12B
$2.57 Billion 0.07% of portfolio
6,666
Q4 2024 Reduced 8.43%
$13B
$1.98 Billion 0.06% of portfolio
20,290
Q4 2024 Added 58.21%
$11.1B
$2.07 Billion 0.06% of portfolio
15,823
Q4 2024 Reduced 19.67%
$75.3B
$2.09 Billion 0.06% of portfolio
12,670
Q4 2024 Added 1,364.74%
Arista Networks Inc Com New
-
$2.02 Billion 0.06% of portfolio
-
Q4 2024 New
$267B
$2.08 Billion 0.06% of portfolio
3,002
Q4 2024 Reduced 50.11%
$17.1B
$2.3 Billion 0.06% of portfolio
9,216
Q4 2024 Reduced 2.7%
$53.1B
$2.3 Billion 0.06% of portfolio
7,776
Q4 2024 Added 870.79%
$62.2B
$2.21 Billion 0.06% of portfolio
22,782
Q4 2024 New
$110B
$2.15 Billion 0.06% of portfolio
21,692
Q4 2024 Added 12.55%
$25.1B
$2.09 Billion 0.06% of portfolio
988
Q4 2024 Reduced 1.89%
$12.7B
$2.07 Billion 0.06% of portfolio
11,808
Q4 2024 Reduced 2.0%
$173B
$2.08 Billion 0.06% of portfolio
3,988
Q4 2024 Added 8.11%
$0
$2.12 Billion 0.06% of portfolio
16,477
Q4 2024 Added 18.67%
$54.1B
$2.27 Billion 0.06% of portfolio
28,716
Q4 2024 Reduced 5.54%
$18.7B
$2.21 Billion 0.06% of portfolio
29,817
Q4 2024 Reduced 21.29%
$10.6B
$2.13 Billion 0.06% of portfolio
10,168
Q4 2024 Reduced 0.97%
$26.1B
$2.21 Billion 0.06% of portfolio
68,154
Q4 2024 Added 32.46%
$27.4B
$2.07 Billion 0.06% of portfolio
44,674
Q4 2024 Reduced 2.37%
$9B
$2.06 Billion 0.06% of portfolio
4,514
Q4 2024 Added 5.84%
$99.2B
$2.17 Billion 0.06% of portfolio
26,401
Q4 2024 Reduced 1.73%
$0
$2.12 Billion 0.06% of portfolio
75,952
Q4 2024 Added 329.67%
$0
$2.19 Billion 0.06% of portfolio
3,837
Q4 2024 Added 1.75%
$0
$2.24 Billion 0.06% of portfolio
88,884
Q4 2024 Added 20.48%
$177B
$2.11 Billion 0.06% of portfolio
11,236
Q4 2024 Added 6.44%
$0
$1.99 Billion 0.06% of portfolio
10,018
Q4 2024 Added 7.94%
$5.24B
$2.26 Billion 0.06% of portfolio
60,528
Q4 2024 Reduced 3.36%
$125B
$1.74 Billion 0.05% of portfolio
5,940
Q4 2024 Reduced 0.55%
$16.2B
$1.69 Billion 0.05% of portfolio
18,901
Q4 2024 Added 4.31%
$181B
$1.73 Billion 0.05% of portfolio
348
Q4 2024 Added 1.46%
$35.3B
$1.81 Billion 0.05% of portfolio
15,310
Q4 2024 Reduced 4.01%
$5.42B
$1.67 Billion 0.05% of portfolio
9,022
Q4 2024 Reduced 3.43%
$7.05B
$1.97 Billion 0.05% of portfolio
13,845
Q4 2024 Reduced 7.01%
$43.2B
$1.76 Billion 0.05% of portfolio
19,417
Q4 2024 Reduced 8.96%
$64.1B
$1.75 Billion 0.05% of portfolio
32,943
Q4 2024 Reduced 0.15%
$26.8B
$1.7 Billion 0.05% of portfolio
8,631
Q4 2024 Added 5.29%
$97.8B
$1.84 Billion 0.05% of portfolio
6,130
Q4 2024 Added 33.7%
$0
$1.86 Billion 0.05% of portfolio
78,958
Q4 2024 Added 23.3%
$0
$1.76 Billion 0.05% of portfolio
18,190
Q4 2024 Added 3.48%
$0
$1.79 Billion 0.05% of portfolio
34,146
Q4 2024 Added 9.81%
$0
$1.65 Billion 0.05% of portfolio
5,718
Q4 2024 Reduced 5.33%
$0
$1.73 Billion 0.05% of portfolio
16,240
Q4 2024 Reduced 6.3%
$94.9B
$1.87 Billion 0.05% of portfolio
2,970
Q4 2024 Reduced 14.66%

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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