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
$118B
$1.83 Billion 0.05% of portfolio
8,619
Q4 2024 Added 4.11%
$21.5B
$1.64 Billion 0.05% of portfolio
28,663
Q4 2024 Reduced 13.6%
$77.2B
$1.76 Billion 0.05% of portfolio
20,864
Q4 2024 Reduced 2.23%
$3.68B
$1.84 Billion 0.05% of portfolio
24,667
Q4 2024 Reduced 3.93%
$28.1B
$1.95 Billion 0.05% of portfolio
43,626
Q4 2024 Added 0.04%
$98.5B
$1.73 Billion 0.05% of portfolio
16,281
Q4 2024 Added 5.89%
$19.7B
$1.81 Billion 0.05% of portfolio
23,824
Q4 2024 Added 15.68%
$134B
$1.86 Billion 0.05% of portfolio
5,157
Q4 2024 Added 4.39%
$21.9B
$1.72 Billion 0.05% of portfolio
3,704
Q4 2024 Reduced 2.55%
$72B
$1.66 Billion 0.05% of portfolio
13,169
Q4 2024 Reduced 21.67%
$0
$1.91 Billion 0.05% of portfolio
10,335
Q4 2024 Added 3.31%
$95.4B
$1.75 Billion 0.05% of portfolio
8,682
Q4 2024 Reduced 2.03%
$163B
$1.4 Billion 0.04% of portfolio
3,146
Q4 2024 Reduced 3.97%
$62B
$1.4 Billion 0.04% of portfolio
19,212
Q4 2024 Reduced 1.87%
$82.5B
$1.43 Billion 0.04% of portfolio
48,337
Q4 2024 Reduced 3.97%
$6.83B
$1.57 Billion 0.04% of portfolio
14,168
Q4 2024 Reduced 3.18%
$38.4B
$1.53 Billion 0.04% of portfolio
6,810
Q4 2024 Reduced 2.56%
$8.95B
$1.5 Billion 0.04% of portfolio
2,835
Q4 2024 Reduced 1.43%
$1.37B
$1.6 Billion 0.04% of portfolio
26,603
Q4 2024 Added 6.89%
$120B
$1.45 Billion 0.04% of portfolio
5,264
Q4 2024 Reduced 22.61%
$36.7B
$1.25 Billion 0.04% of portfolio
16,308
Q4 2024 Reduced 6.76%
$90.8B
$1.4 Billion 0.04% of portfolio
31,265
Q4 2024 Reduced 33.39%
$68B
$1.29 Billion 0.04% of portfolio
5,519
Q4 2024 Reduced 9.82%
$4.14B
$1.35 Billion 0.04% of portfolio
15,101
Q4 2024 Reduced 4.26%
$48.8B
$1.3 Billion 0.04% of portfolio
653
Q4 2024 Reduced 55.58%
$23.4B
$1.29 Billion 0.04% of portfolio
17,139
Q4 2024 Reduced 29.86%
$32.3B
$1.41 Billion 0.04% of portfolio
2,905
Q4 2024 Reduced 36.53%
$18.4B
$1.32 Billion 0.04% of portfolio
61,625
Q4 2024 Added 27.53%
$24.9B
$1.43 Billion 0.04% of portfolio
43,794
Q4 2024 Reduced 2.04%
$71.7B
$1.47 Billion 0.04% of portfolio
5,815
Q4 2024 Added 2.11%
$51.4B
$1.28 Billion 0.04% of portfolio
25,807
Q4 2024 Reduced 10.42%
$0
$1.39 Billion 0.04% of portfolio
56,133
Q4 2024 Added 5.29%
$0
$1.29 Billion 0.04% of portfolio
27,792
Q4 2024 Added 4.21%
$0
$1.46 Billion 0.04% of portfolio
11,278
Q4 2024 Reduced 12.78%
$42.6B
$1.49 Billion 0.04% of portfolio
7,071
Q4 2024 Reduced 3.6%
$19.5B
$1.41 Billion 0.04% of portfolio
9,797
Q4 2024 Reduced 3.61%
$24.2B
$1.52 Billion 0.04% of portfolio
882
Q4 2024 Added 5.63%
$51.3B
$1.3 Billion 0.04% of portfolio
5,536
Q4 2024 Added 9.88%
$7.24B
$1.51 Billion 0.04% of portfolio
13,749
Q4 2024 Added 32,635.71%
$21.9B
$1.49 Billion 0.04% of portfolio
16,972
Q4 2024 Added 0.64%
$224B
$1.6 Billion 0.04% of portfolio
25,557
Q4 2024 Added 2.07%
$88.4B
$1.36 Billion 0.04% of portfolio
4,007
Q4 2024 Added 17.61%
$5.18B
$1.32 Billion 0.04% of portfolio
9,998
Q4 2024 Reduced 2.85%
$29B
$1.51 Billion 0.04% of portfolio
71,270
Q4 2024 Added 534.19%
$0
$1.5 Billion 0.04% of portfolio
39,173
Q4 2024 Added 11.92%
$0
$1.54 Billion 0.04% of portfolio
47,097
Q4 2024 Added 6.07%
$11.6B
$1.56 Billion 0.04% of portfolio
12,356
Q4 2024 Reduced 37.92%
$3.77B
$1.32 Billion 0.04% of portfolio
13,832
Q4 2024 Reduced 2.75%
$152B
$1.47 Billion 0.04% of portfolio
12,178
Q4 2024 Added 3.77%

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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