Td Private Client Wealth LLC Incresed Positions in Q4 2024

Td Private Client Wealth LLC

  • $3.58 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
299
+ 8.11%
$471.27 - $550.62 $141K - $165K
3.99K $2.08B
TTD
Trade Desk, Inc.

Technology
2.26K
+ 1073.81%
$108.7 - $139.51 $245K - $315K
2.47K $290M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.63K
+ 431.74%
$99.2 - $108.47 $260K - $285K
3.23K $322M
UNP
Union Pacific Corp

Industrials
2.7K
+ 13.76%
$223.15 - $249.32 $603K - $674K
22.3K $5.1B
VV
Vanguard Large Cap ETF

ETFs
816
+ 16.42%
$260.27 - $280.65 $212K - $229K
5.79K $1.56B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.9K
+ 15.85%
$44.04 - $49.49 $523K - $588K
86.9K $3.83B
RHI
Robert Half International Inc.

Industrials
3.23K
+ 123.96%
$65.55 - $76.8 $212K - $248K
5.83K $411M
CARR
Carrier Global Corp

Industrials
4.96K
+ 57.68%
$66.69 - $82.65 $331K - $410K
13.6K $925M
PLTR
Palantir Technologies Inc.

Technology
672
+ 14.16%
$36.46 - $82.38 $24.5K - $55.4K
5.42K $410M
BA
Boeing CO

Industrials
1.07K
+ 61.71%
$138.14 - $180.72 $148K - $193K
2.8K $496M
MGK
Vanguard Mega Cap Growth ETF

ETFs
243
+ 3.59%
$316.94 - $357.88 $77K - $87K
7.01K $2.41B
SCHX
Schwab Strategic Tr Us Large C

ETFs
111K
+ 211.2%
$22.4 - $68.28 $2.5M - $7.61M
164K $3.81B
VEA
Vanguard Ftse Developed Market

ETFs
10.7K
+ 18.53%
$47.57 - $52.44 $509K - $562K
68.5K $3.28B
ENB
Enbridge Inc

Energy
1.05K
+ 1.06%
$40.4 - $43.92 $42.5K - $46.2K
100K $4.26B
ERIC
Ericsson Lm Telephone CO

Technology
26.7K
+ 583.26%
$7.36 - $8.59 $196K - $229K
31.2K $252M
WST
West Pharmaceutical Services Inc

Healthcare
305
+ 7.2%
$285.69 - $344.0 $87.1K - $105K
4.54K $1.49B
AJG
Arthur J. Gallagher & Co.

Financial Services
592
+ 3.09%
$278.49 - $315.16 $165K - $187K
19.7K $5.6B
MTN
Vail Resorts Inc

Consumer Cyclical
153
+ 1.09%
$165.69 - $195.44 $25.4K - $29.9K
14.2K $2.66B
MKL
Markel Corp

Financial Services
47
+ 5.63%
$1542.01 - $1785.11 $72.5K - $83.9K
882 $1.52B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
781
+ 4.31%
$83.95 - $99.75 $65.6K - $77.9K
18.9K $1.69B
FE
Firstenergy Corp

Utilities
6.1K
+ 55.7%
$39.14 - $44.52 $239K - $272K
17K $678M
SAP
Sap Se

Technology
679
+ 45.91%
$218.13 - $255.54 $148K - $174K
2.16K $531M
SAIA
Saia Inc

Industrials
249
+ 5.84%
$411.44 - $569.08 $102K - $142K
4.51K $2.06B
ACWI
Ishares Msci Acwi ETF

ETFs
1.52K
+ 191.53%
$117.05 - $123.03 $177K - $186K
2.31K $271M
Corpay Inc Com
354
+ 16.99%
N/A
2.44K $825M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.72K
+ 6.89%
$55.73 - $66.16 $95.6K - $113K
26.6K $1.6B
RGA
Reinsurance Group Of America Inc

Financial Services
736
+ 2300.0%
$201.26 - $231.95 $148K - $171K
768 $164M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.82K
+ 5.16%
$91.29 - $91.8 $166K - $167K
37K $3.39B
INFY
Infosys LTD

Technology
6.97K
+ 300.22%
$20.71 - $23.42 $144K - $163K
9.3K $204M
USFD
Us Foods Holding Corp.

Consumer Defensive
1.12K
+ 9.13%
$60.65 - $72.33 $68K - $81.1K
13.4K $904M
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 2.07%
$873.59 - $994.69 $49.8K - $56.7K
2.81K $2.57B
AON
Aon PLC

Financial Services
258
+ 9.19%
$344.14 - $393.31 $88.8K - $101K
3.07K $1.1B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
691
+ 37.09%
$192.71 - $203.05 $133K - $140K
2.55K $494M
ROK
Rockwell Automation, Inc

Industrials
382
+ 33.42%
$264.65 - $302.92 $101K - $116K
1.53K $436M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.88K
+ 488200.0%
$25.33 - $51.16 $124K - $250K
4.88K $126M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
9.36K
+ 12.88%
$40.41 - $45.12 $378K - $422K
82K $3.32B
BX
Blackstone Inc.

Financial Services
334
+ 9.86%
$148.45 - $199.05 $49.6K - $66.5K
3.72K $642M
KEYS
Keysight Technologies, Inc.

Technology
727
+ 23.27%
$149.01 - $172.53 $108K - $125K
3.85K $619M
COP
Conocophillips

Energy
2.42K
+ 12.55%
$95.12 - $114.72 $230K - $277K
21.7K $2.15B
VBR
Vanguard Small Cap Value ETF

ETFs
737
+ 7.94%
$197.36 - $217.3 $145K - $160K
10K $1.99B
KMI
Kinder Morgan, Inc.

Energy
464
+ 2.28%
$22.59 - $28.54 $10.5K - $13.2K
20.8K $570M
WDAY
Workday, Inc.

Technology
260
+ 6.65%
$233.85 - $279.91 $60.8K - $72.8K
4.17K $1.08B
HOLX
Hologic Inc

Healthcare
2.29K
+ 47.46%
$70.76 - $83.72 $162K - $192K
7.12K $513M
HYG
Ishares Tr

ETFs
2.69K
+ 4.71%
$78.09 - $80.04 $210K - $215K
59.7K $4.7B
DUK
Duke Energy Corp

Utilities
4.28K
+ 9.39%
$105.76 - $120.76 $452K - $516K
49.8K $5.37B
RS
Reliance Steel & Aluminum CO

Basic Materials
625
+ 22.17%
$264.2 - $326.32 $165K - $204K
3.44K $927M
CRWD
Crowd Strike Holdings, Inc.

Technology
199
+ 30.52%
$275.15 - $388.2 $54.8K - $77.3K
851 $291M
Jacobs Solutions Inc Com
696
+ 12.48%
N/A
6.27K $838M
TTE
Total Energies Se

Energy
13K
+ 21.86%
N/A
72.4K $3.95B
Activity Summary
Buys All Purchases 607 New Holdings 90 Increased Positions 517 Sells All Sells 550 Reductions 550 Sold out 0 Options Calls 0 Puts 0
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