Amerivest Investment Management
Latest statistics and disclosures from Td Ameritrade Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, ITOT, VEA, VTV, VWO, and represent 50.41% of Td Ameritrade Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IVOG, USHY, JNK, America Movil Sab De Cv, VCIT, MELI, MA, VFH, SQM, Linde.
- Started 21 new stock positions in SLB, SQM, FSLR, ALNY, BX, DLB, America Movil Sab De Cv, ADP, PNW, PEN. YETI, MSM, GNTX, CAG, WAL, PAYX, CG, PGR, Linde, GEHC, LHX.
- Reduced shares in these 10 stocks: AGG (-$91M), ITOT (-$89M), VEA (-$67M), BSV (-$52M), BND (-$29M), VTV (-$24M), IEFA (-$15M), VWO (-$14M), VOE (-$14M), VUG (-$12M).
- Sold out of its positions in ADBE, AMD, AFRM, ALK, ALLY, America Movil Sab De Cv spon adr l, APA, MT, ANET, AVB.
- Td Ameritrade Investment Management was a net seller of stock by $-649M.
- Td Ameritrade Investment Management has $9.7B in assets under management (AUM), dropping by -2.22%.
- Central Index Key (CIK): 0001461539
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Portfolio Holdings for Td Ameritrade Investment Management
Td Ameritrade Investment Management holds 597 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Td Ameritrade Investment Management has 597 total positions. Only the first 250 positions are shown.
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- Download the Td Ameritrade Investment Management March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 15.9 | $1.5B | -5% | 16M | 99.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 14.6 | $1.4B | -5% | 16M | 90.55 |
|
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 11.0 | $1.1B | -5% | 24M | 45.17 |
|
| Vanguard Index Fds Value Etf (VTV) | 4.7 | $455M | -4% | 3.3M | 138.11 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.3 | $415M | -3% | 10M | 40.40 |
|
| Vanguard Bd Index Short Trm Bond (BSV) | 3.7 | $360M | -12% | 4.7M | 76.49 |
|
| Vanguard Bd Index Total Bnd Mrkt (BND) | 3.2 | $313M | -8% | 4.2M | 73.83 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.6 | $253M | -5% | 3.8M | 66.85 |
|
| Ishares Tr Broad Usd High (USHY) | 2.3 | $221M | 6.2M | 35.55 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $217M | -5% | 869k | 249.44 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.2 | $215M | -6% | 1.6M | 134.07 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 2.0 | $197M | -5% | 6.1M | 32.49 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.8 | $178M | -5% | 846k | 210.92 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.7 | $163M | -5% | 2.7M | 59.96 |
|
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.4 | $134M | -7% | 1.6M | 86.28 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $118M | -5% | 1.5M | 76.23 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $107M | -5% | 703k | 151.76 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $101M | -5% | 1.2M | 82.16 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $101M | -4% | 2.1M | 48.79 |
|
| Vanguard Bd Index Long Term Bond (BLV) | 1.0 | $97M | -5% | 1.3M | 76.64 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.0 | $97M | -6% | 2.0M | 47.82 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.0 | $93M | -5% | 411k | 226.82 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $92M | -6% | 607k | 151.01 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.9 | $88M | -4% | 646k | 137.02 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $87M | -2% | 426k | 204.10 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.9 | $83M | -5% | 2.6M | 32.12 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.8 | $80M | -3% | 617k | 129.46 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.8 | $77M | -5% | 1.6M | 46.55 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.7 | $71M | -6% | 652k | 109.24 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $68M | -5% | 428k | 158.76 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.6 | $60M | -5% | 1.2M | 50.43 |
|
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.6 | $54M | -2% | 1.7M | 32.15 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $51M | -17% | 1.3M | 40.72 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $49M | -4% | 762k | 63.89 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $47M | -5% | 424k | 110.25 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $47M | -4% | 186k | 250.16 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $41M | -6% | 687k | 59.51 |
|
| Invesco Exchng Traded Fd Tr Ftse Rafi Emng (PXH) | 0.4 | $38M | -6% | 2.1M | 18.36 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $33M | -6% | 171k | 194.89 |
|
| Vaneck Vectors Etf Tr Jp Mrgan Em Loc (EMLC) | 0.3 | $32M | -6% | 1.3M | 25.25 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $32M | -5% | 428k | 74.71 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $32M | -18% | 298k | 106.20 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $28M | -4% | 477k | 57.97 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $27M | -3% | 784k | 34.13 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $26M | -20% | 475k | 55.43 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.3 | $26M | -5% | 252k | 101.18 |
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.3 | $25M | -12% | 941k | 26.67 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $24M | 331k | 73.78 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $24M | -6% | 302k | 80.66 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $24M | -10% | 516k | 47.15 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $23M | -3% | 283k | 82.83 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $23M | -9% | 256k | 90.45 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $21M | -20% | 234k | 91.05 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $21M | -16% | 339k | 62.89 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $20M | -6% | 192k | 104.49 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $18M | -4% | 615k | 29.63 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $18M | -20% | 263k | 66.81 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $17M | -10% | 355k | 48.92 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $16M | -9% | 183k | 88.77 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $16M | -5% | 106k | 152.25 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $14M | -24% | 546k | 24.79 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $13M | -23% | 276k | 48.53 |
|
| Vanguard Bd Index Intermed Term (BIV) | 0.1 | $13M | -3% | 170k | 76.74 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $13M | 156k | 80.22 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $12M | -3% | 80k | 149.54 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $12M | +3% | 129k | 92.82 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $11M | -6% | 183k | 62.31 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $11M | -3% | 52k | 216.42 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $11M | -11% | 155k | 71.84 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $11M | -4% | 159k | 69.92 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $11M | -24% | 115k | 93.68 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $11M | -4% | 160k | 66.08 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $10M | -6% | 106k | 94.73 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $9.4M | -2% | 123k | 76.18 |
|
| Spdr Ser Tr Portfli Mortgage (SPMB) | 0.1 | $7.8M | -3% | 354k | 22.18 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $7.0M | -19% | 96k | 73.67 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $6.6M | -21% | 212k | 30.88 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $6.6M | -6% | 122k | 53.73 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $5.6M | +56% | 63k | 88.86 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $5.1M | 49k | 104.51 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $5.0M | -3% | 68k | 73.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $4.8M | -15% | 20k | 244.29 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $4.5M | -6% | 12k | 385.43 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $4.0M | 17k | 238.49 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $3.9M | -5% | 9.5k | 409.39 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $3.8M | -9% | 122k | 31.48 |
|
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.0 | $2.9M | -5% | 139k | 21.22 |
|
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $2.8M | -4% | 28k | 99.10 |
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.0 | $2.8M | -16% | 155k | 17.83 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $2.6M | -9% | 78k | 33.99 |
|
| Vanguard World Fds Materials Etf (VAW) | 0.0 | $2.5M | -5% | 14k | 177.85 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $2.4M | -9% | 22k | 109.93 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $2.4M | +3% | 31k | 77.89 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $2.3M | -14% | 30k | 77.98 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $2.3M | 21k | 110.52 |
|
|
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $2.2M | -4% | 12k | 190.53 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $2.2M | -8% | 11k | 204.51 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $1.9M | -2% | 66k | 28.94 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $1.7M | -28% | 53k | 32.31 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $1.7M | -8% | 34k | 48.93 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $1.6M | -6% | 43k | 37.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.6M | -9% | 15k | 105.47 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $1.6M | -21% | 9.7k | 165.00 |
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $1.5M | -2% | 7.6k | 193.59 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $1.4M | -2% | 31k | 45.52 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $1.3M | -2% | 11k | 114.25 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $1.1M | -5% | 9.3k | 114.59 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $1.1M | -10% | 22k | 48.07 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $928k | -15% | 33k | 28.12 |
|
| Broadcom (AVGO) | 0.0 | $899k | -19% | 1.4k | 641.68 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $824k | -17% | 28k | 29.23 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $769k | -18% | 11k | 68.45 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $763k | -10% | 8.2k | 93.55 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $697k | -21% | 5.4k | 130.23 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $682k | 14k | 48.25 |
|
|
| Chevron Corporation (CVX) | 0.0 | $656k | -24% | 4.0k | 163.18 |
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| Microsoft Corporation (MSFT) | 0.0 | $645k | -8% | 2.2k | 288.46 |
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| Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.0 | $637k | -10% | 14k | 45.30 |
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $613k | +4% | 2.4k | 252.47 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $569k | -19% | 8.2k | 69.25 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $546k | -24% | 14k | 37.94 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $525k | -12% | 7.6k | 69.36 |
|
| Johnson & Johnson (JNJ) | 0.0 | $504k | -24% | 3.3k | 155.03 |
|
| First Tr Djs Microcap Index Com Shs Annual (FDM) | 0.0 | $496k | +4% | 9.2k | 53.68 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $442k | -14% | 17k | 25.77 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $437k | -15% | 16k | 26.86 |
|
| EOG Resources (EOG) | 0.0 | $427k | -22% | 3.7k | 114.72 |
|
| Eaton Corp SHS (ETN) | 0.0 | $413k | -25% | 2.4k | 171.44 |
|
| Apple (AAPL) | 0.0 | $412k | -18% | 2.5k | 164.87 |
|
| Pimco Etf Tr Broad Us Tips (TIPZ) | 0.0 | $409k | -19% | 7.3k | 55.73 |
|
| MetLife (MET) | 0.0 | $387k | -25% | 6.7k | 57.99 |
|
| Abbvie (ABBV) | 0.0 | $386k | -20% | 2.4k | 159.37 |
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| At&t (T) | 0.0 | $385k | -24% | 20k | 19.25 |
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| Bank of America Corporation (BAC) | 0.0 | $384k | -24% | 13k | 28.57 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $366k | -17% | 8.4k | 43.63 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $343k | -22% | 744.00 | 461.02 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $337k | -28% | 4.5k | 75.39 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $335k | -23% | 3.4k | 97.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $332k | 3.2k | 104.04 |
|
|
| Cisco Systems (CSCO) | 0.0 | $329k | -26% | 6.3k | 52.31 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $324k | -6% | 2.0k | 159.06 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $323k | -24% | 4.3k | 74.34 |
|
| Wal-Mart Stores (WMT) | 0.0 | $317k | -26% | 2.1k | 147.51 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $316k | -20% | 1.7k | 185.77 |
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| Diamondback Energy (FANG) | 0.0 | $307k | -24% | 2.3k | 135.12 |
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| Morgan Stanley Com New (MS) | 0.0 | $302k | -18% | 3.4k | 87.82 |
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| Citizens Financial (CFG) | 0.0 | $297k | -24% | 9.8k | 30.39 |
|
| Phillips 66 (PSX) | 0.0 | $293k | -25% | 2.9k | 101.31 |
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| Gilead Sciences (GILD) | 0.0 | $291k | -16% | 3.5k | 82.84 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $291k | -7% | 428.00 | 679.91 |
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| Wells Fargo & Company (WFC) | 0.0 | $281k | -23% | 7.5k | 37.43 |
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| UnitedHealth (UNH) | 0.0 | $278k | -17% | 588.00 | 472.79 |
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| Pfizer (PFE) | 0.0 | $277k | -17% | 6.8k | 40.75 |
|
| Caterpillar (CAT) | 0.0 | $273k | -24% | 1.2k | 228.83 |
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| Nrg Energy Com New (NRG) | 0.0 | $272k | -24% | 7.9k | 34.25 |
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| Interpublic Group of Companies (IPG) | 0.0 | $270k | -22% | 7.3k | 37.21 |
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| Medtronic SHS (MDT) | 0.0 | $269k | -25% | 3.3k | 80.51 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $264k | -23% | 2.8k | 93.95 |
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| International Flavors & Fragrances (IFF) | 0.0 | $253k | -25% | 2.8k | 91.83 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $248k | -3% | 2.9k | 84.56 |
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| Ryder System (R) | 0.0 | $247k | -25% | 2.8k | 89.23 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $242k | -8% | 6.8k | 35.36 |
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| Procter & Gamble Company (PG) | 0.0 | $241k | -26% | 1.6k | 148.49 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $237k | -24% | 4.0k | 59.73 |
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| Philip Morris International (PM) | 0.0 | $236k | -17% | 2.4k | 97.20 |
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| American Electric Power Company (AEP) | 0.0 | $234k | -23% | 2.6k | 90.94 |
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| Truist Financial Corp equities (TFC) | 0.0 | $232k | -25% | 6.8k | 34.10 |
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| Qualcomm (QCOM) | 0.0 | $230k | -18% | 1.8k | 127.42 |
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| Crown Castle Intl (CCI) | 0.0 | $229k | -21% | 1.7k | 134.00 |
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| Invesco Exchng Traded Fd Tr S&p Mdcp 400 Rev (RWK) | 0.0 | $228k | -16% | 2.5k | 90.51 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $226k | -34% | 2.7k | 84.77 |
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| BlackRock (BLK) | 0.0 | $224k | -23% | 335.00 | 668.66 |
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| Snap-on Incorporated (SNA) | 0.0 | $222k | -24% | 899.00 | 246.94 |
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| PNC Financial Services (PNC) | 0.0 | $220k | -28% | 1.7k | 127.17 |
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| Iron Mountain (IRM) | 0.0 | $208k | -24% | 3.9k | 52.99 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $205k | -24% | 1.4k | 141.67 |
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| Altria (MO) | 0.0 | $204k | -16% | 4.6k | 44.56 |
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| Target Corporation (TGT) | 0.0 | $201k | -24% | 1.2k | 165.84 |
|
| Bath & Body Works In (BBWI) | 0.0 | $195k | -24% | 5.3k | 36.50 |
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| Kroger (KR) | 0.0 | $195k | -24% | 4.0k | 49.35 |
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| Kraft Heinz (KHC) | 0.0 | $192k | -24% | 5.0k | 38.67 |
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| Molson Coors Brewing CL B (TAP) | 0.0 | $187k | -24% | 3.6k | 51.67 |
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| Sap Se Spon Adr (SAP) | 0.0 | $185k | +6% | 1.5k | 126.71 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $184k | -24% | 1.9k | 96.39 |
|
| Visa Com Cl A (V) | 0.0 | $183k | -48% | 810.00 | 225.93 |
|
| Mastercard Cl A (MA) | 0.0 | $177k | +138% | 488.00 | 362.70 |
|
| Realty Income (O) | 0.0 | $175k | -23% | 2.8k | 63.31 |
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| Amcor Ord (AMCR) | 0.0 | $168k | -24% | 15k | 11.40 |
|
| Hp (HPQ) | 0.0 | $167k | -25% | 5.7k | 29.35 |
|
| Dell Technologies CL C (DELL) | 0.0 | $161k | -24% | 4.0k | 40.27 |
|
| Evercore Class A (EVR) | 0.0 | $160k | -25% | 1.4k | 115.19 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $160k | -7% | 6.7k | 24.00 |
|
| Abbott Laboratories (ABT) | 0.0 | $156k | -17% | 1.5k | 101.50 |
|
| Smucker J M Com New (SJM) | 0.0 | $152k | -23% | 967.00 | 157.19 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $150k | -36% | 1.6k | 93.17 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $150k | -20% | 1.1k | 140.45 |
|
| Seagen (SGEN) | 0.0 | $149k | -19% | 735.00 | 202.72 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $147k | +23% | 2.9k | 50.53 |
|
| Ametek (AME) | 0.0 | $146k | -22% | 1.0k | 144.99 |
|
| Entergy Corporation (ETR) | 0.0 | $143k | -23% | 1.3k | 108.01 |
|
| First Tr Lrg Cp Grwth Alphad Com Shs (FTC) | 0.0 | $140k | 1.5k | 93.27 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $129k | -25% | 1.9k | 67.19 |
|
| Honeywell International (HON) | 0.0 | $124k | -19% | 648.00 | 191.36 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.0 | $122k | -10% | 2.6k | 46.37 |
|
| Union Pacific Corporation (UNP) | 0.0 | $122k | -24% | 606.00 | 201.32 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B | 0.0 | $119k | NEW | 5.7k | 20.99 |
|
| Amazon (AMZN) | 0.0 | $118k | -52% | 1.1k | 103.42 |
|
| Hasbro (HAS) | 0.0 | $118k | -22% | 2.2k | 53.91 |
|
| Abb Sponsored Adr (ABB) | 0.0 | $118k | -32% | 3.4k | 34.27 |
|
| Aon Shs Cl A (AON) | 0.0 | $117k | -17% | 372.00 | 314.52 |
|
| Meta Platforms Cl A (META) | 0.0 | $116k | -19% | 549.00 | 211.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $113k | -3% | 1.1k | 103.86 |
|
| Godaddy Cl A (GDDY) | 0.0 | $113k | -20% | 1.5k | 77.77 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $112k | -19% | 675.00 | 165.93 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $112k | -16% | 3.2k | 34.98 |
|
| Discover Financial Services (DFS) | 0.0 | $111k | -24% | 1.1k | 98.58 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $109k | -19% | 1.8k | 58.95 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $109k | -25% | 997.00 | 109.33 |
|
| MercadoLibre (MELI) | 0.0 | $108k | +2633% | 82.00 | 1317.07 |
|
| Axon Enterprise (AXON) | 0.0 | $108k | -19% | 481.00 | 224.53 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $105k | -17% | 1.6k | 65.42 |
|
| Travel Leisure Ord (TNL) | 0.0 | $103k | -27% | 2.6k | 39.22 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $103k | +24% | 1.4k | 75.57 |
|
| Nordstrom (JWN) | 0.0 | $101k | -25% | 6.2k | 16.21 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $99k | -20% | 1.5k | 66.98 |
|
| Yum! Brands (YUM) | 0.0 | $95k | -20% | 719.00 | 132.13 |
|
| Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) | 0.0 | $94k | -4% | 5.4k | 17.44 |
|
| Beigene Sponsored Adr (BGNE) | 0.0 | $91k | -16% | 421.00 | 216.15 |
|
| ConocoPhillips (COP) | 0.0 | $91k | -19% | 913.00 | 99.67 |
|
| CSX Corporation (CSX) | 0.0 | $91k | -19% | 3.0k | 29.87 |
|
| Merck & Co (MRK) | 0.0 | $90k | -28% | 846.00 | 106.38 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $90k | -19% | 182.00 | 494.51 |
|
| Genmab A S Sponsored Ads (GMAB) | 0.0 | $90k | -19% | 2.4k | 37.80 |
|
| Tfii Cn (TFII) | 0.0 | $87k | -15% | 733.00 | 118.69 |
|
| Danaher Corporation (DHR) | 0.0 | $85k | -20% | 339.00 | 250.74 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $80k | -16% | 1.2k | 66.56 |
|
| Evertec (EVTC) | 0.0 | $80k | -20% | 2.4k | 33.81 |
|
| Cme (CME) | 0.0 | $78k | -18% | 410.00 | 190.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $77k | 800.00 | 96.25 |
|
|
| Pepsi (PEP) | 0.0 | $72k | -26% | 396.00 | 181.82 |
|
| United Parcel Service CL B (UPS) | 0.0 | $70k | -24% | 361.00 | 193.91 |
|
| General Electric Com New (GE) | 0.0 | $70k | -9% | 729.00 | 96.02 |
|
| Ryanair Hldgs Sponsored Ads (RYAAY) | 0.0 | $68k | -22% | 724.00 | 93.92 |
|
| Coca-Cola Company (KO) | 0.0 | $68k | 1.1k | 62.04 |
|
|
| Lear Corp Com New (LEA) | 0.0 | $68k | -19% | 486.00 | 139.92 |
|
| Fidelity National Information Services (FIS) | 0.0 | $67k | -22% | 1.2k | 54.69 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $66k | 1.2k | 57.29 |
|
|
| Kla Corporation Com New (KLAC) | 0.0 | $62k | -20% | 155.00 | 400.00 |
|
| Equinix (EQIX) | 0.0 | $62k | -13% | 86.00 | 720.93 |
|
| Verizon Communications (VZ) | 0.0 | $62k | -13% | 1.6k | 39.04 |
|
Past Filings by Td Ameritrade Investment Management
SEC 13F filings are viewable for Td Ameritrade Investment Management going back to 2011
- Td Ameritrade Investment Management 2023 Q1 filed May 15, 2023
- Td Ameritrade Investment Management 2022 Q4 filed Feb. 9, 2023
- Td Ameritrade Investment Management 2022 Q3 filed Nov. 14, 2022
- Td Ameritrade Investment Management 2022 Q2 filed Aug. 9, 2022
- Td Ameritrade Investment Management 2022 Q1 filed May 16, 2022
- Td Ameritrade Investment Management 2021 Q4 filed Feb. 11, 2022
- Td Ameritrade Investment Management 2021 Q3 filed Nov. 12, 2021
- Td Ameritrade Investment Management 2021 Q2 filed Aug. 16, 2021
- Td Ameritrade Investment Management 2021 Q1 filed May 13, 2021
- Td Ameritrade Investment Management 2020 Q4 filed Feb. 10, 2021
- Td Ameritrade Investment Management 2020 Q3 filed Nov. 13, 2020
- Td Ameritrade Investment Management 2020 Q2 filed Aug. 14, 2020
- Td Ameritrade Investment Management 2020 Q1 filed May 13, 2020
- Td Ameritrade Investment Management 2019 Q4 filed Feb. 7, 2020
- Td Ameritrade Investment Management 2019 Q3 filed Nov. 7, 2019
- Td Ameritrade Investment Management 2019 Q2 filed Aug. 13, 2019