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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.98T
$50 Billion 1.4% of portfolio
118,739
Q4 2024 Reduced 4.99%
$327B
$32 Billion 0.89% of portfolio
238,096
Q4 2024 Reduced 0.06%
$2.18T
$31.5 Billion 0.88% of portfolio
143,764
Q4 2024 Reduced 0.4%
$3.86T
$28.8 Billion 0.8% of portfolio
114,912
Q4 2024 Added 7.51%
$1.48T
$23.8 Billion 0.67% of portfolio
40,633
Q4 2024 Reduced 1.83%
$759B
$22.6 Billion 0.63% of portfolio
94,387
Q4 2024 Reduced 0.22%
$1.05T
$19.3 Billion 0.54% of portfolio
101,900
Q4 2024 Reduced 8.78%
$86.2B
$13.8 Billion 0.38% of portfolio
59,360
Q4 2024 Reduced 11.76%
$240B
$13.5 Billion 0.38% of portfolio
112,160
Q4 2024 Reduced 3.66%
$359B
$12.1 Billion 0.34% of portfolio
68,344
Q4 2024 Reduced 2.94%
$304B
$10.7 Billion 0.3% of portfolio
73,814
Q4 2024 Added 0.91%
$535B
$10.4 Billion 0.29% of portfolio
19,764
Q4 2024 Reduced 1.61%
$181B
$10.4 Billion 0.29% of portfolio
261,250
Q4 2024 Added 0.89%
$918B
$10.2 Billion 0.28% of portfolio
25,186
Q4 2024 Added 128.01%
$573B
$10.2 Billion 0.28% of portfolio
32,218
Q4 2024 Reduced 9.22%
$307B
$9.82 Billion 0.27% of portfolio
29,384
Q4 2024 Added 74.04%
$68B
$9.47 Billion 0.26% of portfolio
198,051
Q4 2024 Reduced 1.3%
$426B
$8.16 Billion 0.23% of portfolio
56,407
Q4 2024 Added 70.54%
$400B
$7.38 Billion 0.21% of portfolio
18,971
Q4 2024 Added 2.2%
$140B
$7.13 Billion 0.2% of portfolio
99,473
Q4 2024 Added 1.21%
$113B
$7.19 Billion 0.2% of portfolio
67,994
Q4 2024 Reduced 0.9%
$261B
$7.17 Billion 0.2% of portfolio
79,309
Q4 2024 Reduced 14.43%
$650B
$6.87 Billion 0.19% of portfolio
15,163
Q4 2024 Added 1.34%
$226B
$6.86 Billion 0.19% of portfolio
68,916
Q4 2024 Reduced 17.01%
$1.06T
$6.38 Billion 0.18% of portfolio
33,477
Q4 2024 Reduced 4.76%
$54.9B
$6.49 Billion 0.18% of portfolio
70,378
Q4 2024 Added 0.14%
$164B
$5.9 Billion 0.17% of portfolio
22,638
Q4 2024 Added 4.6%
$353B
$6.07 Billion 0.17% of portfolio
138,143
Q4 2024 Reduced 3.08%
$17.5B
$5.91 Billion 0.17% of portfolio
77,903
Q4 2024 Added 178.26%
$114B
$5.99 Billion 0.17% of portfolio
40,465
Q4 2024 Added 5.69%
$53.8B
$6.01 Billion 0.17% of portfolio
42,884
Q4 2024 Added 5.27%
$226B
$5.59 Billion 0.16% of portfolio
15,903
Q4 2024 Added 1.88%
$263B
$5.75 Billion 0.16% of portfolio
97,157
Q4 2024 Reduced 1.27%
$51.7B
$5.66 Billion 0.16% of portfolio
16,239
Q4 2024 Reduced 5.1%
$69.1B
$5.6 Billion 0.16% of portfolio
19,736
Q4 2024 Added 3.09%
$75.6B
$5.88 Billion 0.16% of portfolio
30,478
Q4 2024 Reduced 8.0%
$187B
$5.62 Billion 0.16% of portfolio
48,524
Q4 2024 Reduced 5.34%
$89.6B
$5.37 Billion 0.15% of portfolio
49,821
Q4 2024 Added 9.39%
$290B
$5.26 Billion 0.15% of portfolio
74,829
Q4 2024 Reduced 2.51%
$306B
$4.96 Billion 0.14% of portfolio
79,616
Q4 2024 Added 6.46%
$155B
$4.95 Billion 0.14% of portfolio
131,821
Q4 2024 Reduced 6.63%
$70.9B
$5.03 Billion 0.14% of portfolio
40,582
Q4 2024 Added 7.06%
$138B
$4.94 Billion 0.14% of portfolio
53,505
Q4 2024 Reduced 6.96%
$176B
$5.14 Billion 0.14% of portfolio
8,176
Q4 2024 Reduced 1.66%
$65.8B
$4.92 Billion 0.14% of portfolio
60,132
Q4 2024 Reduced 5.43%
$406B
$5.17 Billion 0.14% of portfolio
30,856
Q4 2024 Reduced 29.11%
$190B
$5.11 Billion 0.14% of portfolio
4,821
Q4 2024 Reduced 9.07%
$151B
$5.1 Billion 0.14% of portfolio
22,344
Q4 2024 Added 13.76%
$56B
$4.67 Billion 0.13% of portfolio
8,774
Q4 2024 Added 3.72%

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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