Td Private Client Wealth LLC Portfolio Holdings

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024

Td Private Client Wealth LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.48 Trillion distributed in 1281 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 $216B, Spdr S&P 500 ETF Trust with a value of $200B, Vanguard Mortg Backed Sec ETF with a value of $154B, Ishares Tr with a value of $147B, and Ishares U.S. Treasury Bond ETF with a value of $128B.

Examining the 13F form we can see an increase of $302B in the current position value, from $3.18T to 3.48T. Also it can be appreciated an additional of 91 stocks purchases and 1 closed positions.

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 $3.48 Trillion
Technology: $258 Billion
Financial Services: $165 Billion
Healthcare: $152 Billion
Industrials: $121 Billion
Communication Services: $88.1 Billion
Consumer Cyclical: $87 Billion
Consumer Defensive: $70.7 Billion
Energy: $53.5 Billion
Other: $113 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.58B
$23.9 Million 0.0% of portfolio
746
Q1 2024 Added 49.8%
$6.63B
$2.32 Million 0.0% of portfolio
8
Q3 2024 New
$6.53B
$1.17 Million 0.0% of portfolio
28
Q3 2024 New
$23.7B
$63.4 Million 0.0% of portfolio
989
Q3 2024 Added 0.3%
$21.5B
$56.6 Million 0.0% of portfolio
298
Q3 2024 Reduced 1.97%
$32.7B
$14.7 Million 0.0% of portfolio
148
Q3 2024 Added 45.1%
$15.2B
$9.13 Million 0.0% of portfolio
786
Q3 2024 Reduced 1.01%
$3.39B
$1.16 Million 0.0% of portfolio
45
Q3 2023 Reduced 19.64%
$4.59B
$105 Million 0.0% of portfolio
1,903
Q3 2024 Added 33.92%
$1.1B
$5,000 0.0% of portfolio
1
Q1 2022 Reduced 97.56%
$8.66B
$42 Million 0.0% of portfolio
2,672
Q3 2024 Reduced 46.38%
$23.2B
$37.7 Million 0.0% of portfolio
3,759
Q3 2024 Reduced 8.81%
$5.9B
$154 Million 0.0% of portfolio
4,557
Q3 2024 Added 9.73%
$11.3B
$14.8 Million 0.0% of portfolio
237
Q1 2024 Reduced 80.95%
$2.16B
$63.6 Million 0.0% of portfolio
1,825
Q1 2024 Added 387.97%
$8.37B
$29.1 Million 0.0% of portfolio
3,245
Q3 2024 Added 8,670.27%
$44.2B
$4.83 Million 0.0% of portfolio
27
Q3 2024 Reduced 38.64%
$3.36B
$1.76 Million 0.0% of portfolio
7
Q3 2024 Added 600.0%
$19.6B
$42.7 Million 0.0% of portfolio
625
Q3 2024 Reduced 5.02%
$4.99B
$59.4 Million 0.0% of portfolio
35
Q1 2024 Reduced 42.11%
$12.5B
$1.86 Million 0.0% of portfolio
12
Q3 2024 Added 100.0%
$8.7B
$2.91 Million 0.0% of portfolio
7
Q3 2024 New
$12.9B
$28.3 Million 0.0% of portfolio
169
Q3 2024 Reduced 7.65%
$28.6B
$13.2 Million 0.0% of portfolio
767
Q3 2024 Added 3.09%
$7.74B
$10.2 Million 0.0% of portfolio
285
Q3 2024 New
$11.3B
$870,000 0.0% of portfolio
17
Q4 2022 New
$10.2B
$7.67 Million 0.0% of portfolio
80
Q3 2024 Reduced 10.11%
$5.45B
$15.4 Million 0.0% of portfolio
861
Q3 2024 Reduced 76.76%
$15.3B
$1.29 Million 0.0% of portfolio
12
Q3 2024 Reduced 7.69%
$21.3B
$71.7 Million 0.0% of portfolio
531
Q3 2024 Reduced 10.91%
$20.8B
$6.48 Million 0.0% of portfolio
144
Q3 2024 Added 87.01%
$2.67B
$75.4 Million 0.0% of portfolio
1,549
Q3 2024 Added 19.15%
$22.5B
$18.7 Million 0.0% of portfolio
173
Q3 2024 Reduced 10.82%
$8.28B
$134 Million 0.0% of portfolio
2,837
Q3 2024 Added 15.23%
$16.1B
$93.2 Million 0.0% of portfolio
3,761
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,281
  • Current Value $3.48 Trillion
  • Prior Value $3.18 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 91 stocks
  • Additional Purchases 565 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 443 stocks
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