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
$24.5B
$630 Million 0.02% of portfolio
5,991
Q4 2024 Reduced 40.65%
$0
$721 Million 0.02% of portfolio
7,247
Q4 2024 Reduced 9.21%
$0
$636 Million 0.02% of portfolio
13,079
Q4 2024 Reduced 3.8%
$0
$849 Million 0.02% of portfolio
6,588
Q4 2024 Reduced 4.85%
$0
$795 Million 0.02% of portfolio
10,529
Q4 2024 Reduced 3.52%
$0
$817 Million 0.02% of portfolio
16,509
Q4 2024 Added 13.08%
Jacobs Solutions Inc Com
-
$838 Million 0.02% of portfolio
-
Q4 2024 Added 12.48%
$10.3B
$831 Million 0.02% of portfolio
3,284
Q4 2024 Added 74.22%
$24.4B
$619 Million 0.02% of portfolio
3,851
Q4 2024 Added 23.27%
$48.1B
$649 Million 0.02% of portfolio
4,950
Q4 2024 Reduced 8.52%
$60.2B
$570 Million 0.02% of portfolio
20,814
Q4 2024 Added 2.28%
$21.1B
$574 Million 0.02% of portfolio
22,663
Q4 2024 Reduced 3.79%
$27B
$623 Million 0.02% of portfolio
4,568
Q4 2024 Reduced 7.49%
$54.3B
$813 Million 0.02% of portfolio
26,476
Q4 2024 Added 0.71%
$62.3B
$754 Million 0.02% of portfolio
5,403
Q4 2024 Reduced 4.76%
$14.1B
$579 Million 0.02% of portfolio
7,978
Q4 2024 Reduced 10.21%
$15.6B
$748 Million 0.02% of portfolio
8,691
Q4 2024 Reduced 0.21%
$41B
$685 Million 0.02% of portfolio
7,394
Q4 2024 Reduced 5.52%
$72B
$759 Million 0.02% of portfolio
8,891
Q4 2024 Added 2.89%
$33.9B
$713 Million 0.02% of portfolio
35,318
Q4 2024 Added 0.18%
$23.9B
$569 Million 0.02% of portfolio
4,760
Q4 2024 Reduced 25.69%
$39.2B
$566 Million 0.02% of portfolio
1,791
Q4 2024 Reduced 17.62%
$154B
$802 Million 0.02% of portfolio
1,610
Q4 2024 Reduced 11.0%
$0
$630 Million 0.02% of portfolio
27,752
Q4 2024 New
$0
$658 Million 0.02% of portfolio
23,738
Q4 2024 Added 15,620.53%
$3.86B
$757 Million 0.02% of portfolio
22,386
Q4 2024 Reduced 1.41%
$0
$856 Million 0.02% of portfolio
17,717
Q4 2024 Reduced 0.39%
Sitio Royalties Corp New Com Cl A
-
$754 Million 0.02% of portfolio
-
Q4 2024 New
$45.7B
$651 Million 0.02% of portfolio
18,233
Q4 2024 Reduced 2.21%
$43.6B
$749 Million 0.02% of portfolio
5,544
Q4 2024 Reduced 31.89%
$17.6B
$848 Million 0.02% of portfolio
20,921
Q4 2024 Added 7.92%
$21.5B
$706 Million 0.02% of portfolio
7,266
Q4 2024 Added 433.48%
$0
$627 Million 0.02% of portfolio
2,469
Q4 2024 Reduced 12.54%
$0
$758 Million 0.02% of portfolio
4,689
Q4 2024 Reduced 21.71%
$0
$641 Million 0.02% of portfolio
5,459
Q4 2024 Reduced 6.78%
$35.5B
$831 Million 0.02% of portfolio
2,653
Q4 2024 Reduced 1.27%
$0
$595 Million 0.02% of portfolio
7,356
Q4 2024 Added 9.24%
$7.68B
$480 Million 0.01% of portfolio
1,643
Q3 2024 Added 12.38%
$13.2B
$190 Million 0.01% of portfolio
1,776
Q4 2024 Added 3.5%
$44.4B
$378 Million 0.01% of portfolio
4,452
Q4 2024 Reduced 0.36%
$8.61B
$382 Million 0.01% of portfolio
3,537
Q4 2024 Added 4.64%
$0
$350 Million 0.01% of portfolio
7,273
Q4 2024 Reduced 2.61%
$102B
$328 Million 0.01% of portfolio
6,266
Q4 2024 Reduced 12.46%
$8.73B
$244 Million 0.01% of portfolio
1,017
Q3 2024 Added 24.94%
$68.9B
$341 Million 0.01% of portfolio
1,052
Q4 2024 Added 244.92%
Aptiv PLC New Ord Sh Isin#Je00 Btdn8 H13
-
$233 Million 0.01% of portfolio
-
Q4 2024 New
$6.17B
$284 Million 0.01% of portfolio
2,013
Q4 2024 Reduced 5.98%
$17.6B
$297 Million 0.01% of portfolio
29,447
Q4 2024 Reduced 14.68%
$14B
$182 Million 0.01% of portfolio
972
Q4 2024 Added 9.34%

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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