Amerivest Investment Management
Latest statistics and disclosures from Td Ameritrade Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, VWO, VTV, IEFA, BSV, and represent 40.90% of Td Ameritrade Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IVW (+$53M), AGG (+$38M), IWP (+$20M), BND (+$17M), XLC (+$13M), VOT (+$10M), XLP (+$5.9M), SPTL (+$5.9M), BSV, ESGU.
- Started 35 new stock positions in ALLY, FLIR, BLL, FNF, ACHC, DVA, AMD, RDS.A, SGEN, APO.
- Reduced shares in these 10 stocks: VWO (-$29M), XLF (-$22M), VO (-$19M), IWO (-$17M), IEFA (-$17M), VTV (-$17M), IWN (-$16M), VOE (-$16M), VUG (-$12M), IEMG (-$11M).
- Sold out of its positions in AFL, Aimmune Therapeutics, Apartment Invt And Mgmt Co -a, ARMK, BMO, BGNE, BXP, CF, CEO, CNQ.
- Td Ameritrade Investment Management was a net seller of stock by $-103M.
- Td Ameritrade Investment Management has $9.9B in assets under management (AUM), dropping by -18.99%.
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Portfolio Holdings for Td Ameritrade Investment Management
Companies in the Td Ameritrade Investment Management portfolio as of the December 2020 quarterly 13F filing
Td Ameritrade Investment Management has 634 total positions. Only the first 250 positions are shown.
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- Download the Td Ameritrade Investment Management December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 21.3 | $2.1B | 18M | 118.19 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 7.4 | $730M | -3% | 15M | 50.11 | |
| Vanguard Index Fds Value Etf (VTV) | 5.0 | $494M | -3% | 4.2M | 118.97 | |
| Ishares Tr Core Msci Eafe (IEFA) | 3.7 | $365M | -4% | 5.3M | 69.09 | |
| Vanguard Bd Index Short Trm Bond (BSV) | 3.6 | $356M | 4.3M | 82.90 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 3.5 | $346M | -5% | 1.7M | 206.77 | |
| Ishares Tr Broad Usd High (USHY) | 3.5 | $346M | -2% | 8.4M | 41.26 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.0 | $300M | -5% | 2.5M | 118.96 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 2.8 | $280M | 2.4M | 116.04 | ||
| Vanguard Index Fds Growth Etf (VUG) | 2.8 | $273M | -4% | 1.1M | 253.31 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 2.7 | $264M | 7.1M | 37.18 | ||
| Vanguard Bd Index Total Bnd Mrkt (BND) | 2.3 | $227M | +7% | 2.6M | 88.20 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.0 | $199M | 2.9M | 69.42 | ||
| Ishares Core Msci Emkt (IEMG) | 1.7 | $173M | -5% | 2.8M | 62.06 | |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $156M | 1.9M | 83.22 | ||
| Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 1.4 | $142M | -4% | 4.3M | 33.13 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.4 | $138M | -11% | 481k | 286.51 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $134M | -4% | 1.0M | 128.02 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.3 | $133M | -10% | 1.0M | 131.78 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.3 | $130M | 2.5M | 51.15 | ||
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.3 | $128M | -5% | 1.1M | 121.84 | |
| Vanguard Bd Index Long Term Bond (BLV) | 1.2 | $122M | 1.1M | 109.51 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.2 | $117M | 1.4M | 86.28 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $111M | -7% | 779k | 142.20 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $109M | 964k | 113.43 | ||
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 1.1 | $108M | -4% | 2.0M | 54.07 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $97M | -7% | 423k | 229.83 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 1.0 | $95M | -18% | 3.2M | 29.46 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.9 | $88M | -4% | 2.6M | 33.75 | |
| Invesco Exchng Traded Fd Tr Ftse Rafi Emng (PXH) | 0.9 | $87M | -3% | 4.1M | 21.15 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $83M | -5% | 429k | 194.64 | |
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $81M | +4% | 625k | 129.98 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $73M | +280% | 1.1M | 63.87 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.7 | $70M | 2.0M | 34.39 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $70M | -10% | 546k | 127.91 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $59M | 608k | 96.96 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $57M | +11% | 854k | 67.21 | |
| Spdr Series Trust Portfolio Tl Stk (SPTM) | 0.5 | $53M | -2% | 1.2M | 46.09 | |
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $52M | -3% | 1.4M | 38.39 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $50M | -3% | 726k | 68.35 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.4 | $43M | 778k | 55.29 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $40M | +100% | 393k | 102.65 | |
| Spdr Series Trust Portfli Tips Etf (SPIP) | 0.4 | $40M | 1.3M | 31.17 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $40M | -2% | 938k | 42.16 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $39M | +34% | 185k | 212.05 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $39M | +4% | 821k | 47.20 | |
| Select Sector Spdr Tr Communication (XLC) | 0.4 | $37M | +57% | 550k | 66.47 | |
| Ishares Tr Intl Value Factr (IVLU) | 0.4 | $35M | -4% | 1.6M | 22.77 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $33M | +12% | 271k | 119.82 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.3 | $30M | +4% | 505k | 58.55 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $28M | +7% | 112k | 247.81 | |
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.3 | $27M | +28% | 598k | 45.13 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $23M | 167k | 136.73 | ||
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $21M | +6% | 211k | 100.91 | |
| Vanguard Bd Index Intermed Term (BIV) | 0.2 | $21M | 225k | 92.85 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $20M | -6% | 288k | 68.55 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $20M | -22% | 378k | 51.64 | |
| Ishares Tr Esg Msci Usa Etf (ESGU) | 0.2 | $19M | +24% | 219k | 86.01 | |
| Ishares Tr Mbs Etf (MBB) | 0.2 | $18M | 163k | 110.13 | ||
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $18M | -5% | 289k | 62.20 | |
| Spdr Series Trust Portfolio Short (SPSB) | 0.2 | $16M | -4% | 494k | 31.58 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $13M | -8% | 49k | 267.37 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $13M | -3% | 148k | 88.54 | |
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $13M | -7% | 73k | 178.81 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $13M | -2% | 160k | 81.39 | |
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $13M | -8% | 196k | 66.12 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $13M | 78k | 161.50 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $11M | -2% | 47k | 241.14 | |
| Ishares Tr Esg Msci Eafe (ESGD) | 0.1 | $11M | +23% | 145k | 73.01 | |
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $9.1M | -3% | 119k | 76.24 | |
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.1 | $8.6M | -8% | 155k | 55.51 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $8.3M | -2% | 94k | 88.73 | |
| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.1 | $7.2M | -8% | 534k | 13.48 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $6.6M | -13% | 56k | 118.65 | |
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.1 | $6.5M | -7% | 84k | 76.60 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $5.0M | +2% | 23k | 223.73 | |
| Ishares Esg Msci Em Etf (ESGE) | 0.0 | $4.7M | +22% | 112k | 41.97 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.0 | $4.6M | -6% | 56k | 82.35 | |
| Spdr Series Trust Blombrg Brc Emrg (EBND) | 0.0 | $4.6M | -2% | 164k | 28.05 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $4.5M | -3% | 46k | 97.15 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $3.9M | -20% | 54k | 72.85 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $3.9M | 33k | 119.70 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $3.7M | 9.9k | 373.92 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $3.2M | +9% | 9.0k | 353.77 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $3.1M | +65% | 27k | 114.15 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $2.9M | -6% | 14k | 204.34 | |
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $2.8M | -12% | 54k | 51.86 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.7M | -13% | 30k | 91.48 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $2.6M | +8% | 62k | 41.67 | |
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.0 | $2.6M | -5% | 37k | 69.33 | |
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $2.4M | +16% | 45k | 54.59 | |
| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.0 | $2.4M | -4% | 74k | 33.06 | |
| Ishares Tr Esg Msci Usa Sml (ESML) | 0.0 | $2.4M | +10% | 71k | 34.25 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $2.3M | +22% | 13k | 173.90 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $2.3M | -24% | 14k | 159.22 | |
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $2.2M | -2% | 21k | 105.26 | |
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $2.1M | +15% | 10k | 208.58 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $2.1M | -13% | 59k | 34.92 | |
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.0 | $1.7M | 110k | 15.35 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $1.6M | +98% | 23k | 71.52 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.5M | -13% | 12k | 127.09 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.0 | $1.4M | -4% | 37k | 38.56 | |
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.0 | $1.3M | 43k | 30.71 | ||
| Broadcom (AVGO) | 0.0 | $1.3M | -10% | 2.9k | 437.69 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.3M | -14% | 24k | 52.40 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $1.3M | +68% | 16k | 80.00 | |
| Verizon Communications (VZ) | 0.0 | $1.2M | -19% | 21k | 58.74 | |
| Johnson & Johnson (JNJ) | 0.0 | $1.2M | -22% | 7.8k | 157.32 | |
| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.0 | $1.2M | -3% | 38k | 30.80 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $1.1M | +2% | 12k | 85.66 | |
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $969k | -11% | 27k | 36.56 | |
| Ishares Tr Esg Us Agr Bd (EAGG) | 0.0 | $933k | +80% | 17k | 56.51 | |
| Pimco Etf Tr Broad Us Tips (TIPZ) | 0.0 | $930k | +4% | 14k | 65.43 | |
| Bank of America Corporation (BAC) | 0.0 | $863k | -17% | 29k | 30.30 | |
| CVS Caremark Corporation (CVS) | 0.0 | $862k | -19% | 13k | 68.33 | |
| Microsoft Corporation (MSFT) | 0.0 | $850k | 3.8k | 222.51 | ||
| PNC Financial Services (PNC) | 0.0 | $846k | -20% | 5.7k | 149.05 | |
| Caterpillar (CAT) | 0.0 | $822k | -19% | 4.5k | 182.10 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $815k | -9% | 10k | 78.31 | |
| Wal-Mart Stores (WMT) | 0.0 | $814k | -31% | 5.6k | 144.15 | |
| Target Corporation (TGT) | 0.0 | $782k | -22% | 4.4k | 176.56 | |
| Ishares Jp Morgan Em Etf (LEMB) | 0.0 | $775k | -33% | 17k | 45.24 | |
| Chevron Corporation (CVX) | 0.0 | $757k | -7% | 9.0k | 84.39 | |
| MetLife (MET) | 0.0 | $746k | -22% | 16k | 46.94 | |
| Eaton Corp SHS (ETN) | 0.0 | $723k | -20% | 6.0k | 120.16 | |
| Cisco Systems (CSCO) | 0.0 | $719k | -2% | 16k | 44.73 | |
| Intel Corporation (INTC) | 0.0 | $715k | -26% | 14k | 49.80 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $714k | -4% | 4.2k | 170.04 | |
| Truist Financial Corp equities (TFC) | 0.0 | $702k | -19% | 15k | 47.96 | |
| United Parcel Service CL B (UPS) | 0.0 | $693k | -4% | 4.1k | 168.37 | |
| Abbvie (ABBV) | 0.0 | $673k | -17% | 6.3k | 107.13 | |
| Apple (AAPL) | 0.0 | $639k | +43% | 4.8k | 132.66 | |
| Coca-Cola Company (KO) | 0.0 | $629k | -15% | 12k | 54.81 | |
| Morgan Stanley Com New (MS) | 0.0 | $619k | -17% | 9.0k | 68.50 | |
| Procter & Gamble Company (PG) | 0.0 | $611k | -10% | 4.4k | 139.18 | |
| Dow (DOW) | 0.0 | $596k | -17% | 11k | 55.48 | |
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $583k | +7% | 20k | 29.23 | |
| Duke Realty Corp Com New (DRE) | 0.0 | $580k | -20% | 15k | 39.95 | |
| Invesco Exchng Traded Fd Tr S&p Mdcp 400 Rev (RWK) | 0.0 | $572k | -9% | 8.0k | 71.19 | |
| BlackRock (BLK) | 0.0 | $543k | -17% | 753.00 | 721.12 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $542k | -15% | 7.6k | 71.50 | |
| Pfizer (PFE) | 0.0 | $533k | -21% | 15k | 36.83 | |
| International Business Machines (IBM) | 0.0 | $524k | -17% | 4.2k | 125.81 | |
| Merck & Co (MRK) | 0.0 | $508k | -19% | 6.2k | 81.83 | |
| Amgen (AMGN) | 0.0 | $506k | -15% | 2.2k | 229.79 | |
| McDonald's Corporation (MCD) | 0.0 | $504k | -16% | 2.4k | 214.38 | |
| Entergy Corporation (ETR) | 0.0 | $504k | -14% | 5.0k | 99.92 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $498k | NEW | 13k | 39.06 | |
| First Tr Djs Microcap Index Com Shs Annual (FDM) | 0.0 | $498k | -6% | 10k | 48.00 | |
| 3M Company (MMM) | 0.0 | $497k | -17% | 2.8k | 174.63 | |
| Evercore Class A (EVR) | 0.0 | $497k | -18% | 4.5k | 109.62 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $495k | 4.5k | 109.05 | ||
| Kimberly-Clark Corporation (KMB) | 0.0 | $490k | -22% | 3.6k | 134.69 | |
| Whirlpool Corporation (WHR) | 0.0 | $488k | -19% | 2.7k | 180.34 | |
| Cummins (CMI) | 0.0 | $467k | -16% | 2.1k | 226.92 | |
| Crown Castle Intl (CCI) | 0.0 | $456k | -15% | 2.9k | 159.16 | |
| Cardinal Health (CAH) | 0.0 | $453k | -20% | 8.5k | 53.50 | |
| Best Buy (BBY) | 0.0 | $450k | -37% | 4.5k | 99.76 | |
| Seagate Technology SHS (STX) | 0.0 | $436k | -16% | 7.0k | 62.19 | |
| Diamondback Energy (FANG) | 0.0 | $432k | +25400% | 8.9k | 48.40 | |
| Nrg Energy Com New (NRG) | 0.0 | $427k | -26% | 11k | 37.58 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $423k | -3% | 3.3k | 128.57 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $413k | -20% | 4.5k | 91.49 | |
| International Paper Company (IP) | 0.0 | $408k | -20% | 8.2k | 49.72 | |
| Visa Com Cl A (V) | 0.0 | $407k | +6% | 1.9k | 218.46 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $394k | +6% | 808.00 | 487.62 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $390k | 4.5k | 86.74 | ||
| Packaging Corporation of America (PKG) | 0.0 | $389k | -19% | 2.8k | 137.89 | |
| V.F. Corporation (VFC) | 0.0 | $386k | NEW | 4.5k | 85.51 | |
| Leggett & Platt (LEG) | 0.0 | $384k | -20% | 8.7k | 44.29 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $383k | -20% | 8.2k | 46.65 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $366k | 4.3k | 85.01 | ||
| AvalonBay Communities (AVB) | 0.0 | $364k | -18% | 2.3k | 160.49 | |
| Spdr Series Trust Bloomberg Brclys (JNK) | 0.0 | $360k | -95% | 3.3k | 108.96 | |
| Union Pacific Corporation (UNP) | 0.0 | $359k | -20% | 1.7k | 208.12 | |
| Discover Financial Services (DFS) | 0.0 | $352k | -19% | 3.9k | 90.58 | |
| Omni (OMC) | 0.0 | $350k | -20% | 5.6k | 62.30 | |
| Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) | 0.0 | $350k | 12k | 28.80 | ||
| EOG Resources (EOG) | 0.0 | $338k | 6.8k | 49.83 | ||
| American Financial (AFG) | 0.0 | $325k | -20% | 3.7k | 87.48 | |
| Nortonlifelock (NLOK) | 0.0 | $324k | +6% | 16k | 20.79 | |
| Valero Energy Corporation (VLO) | 0.0 | $322k | -44% | 5.7k | 56.65 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $320k | 5.4k | 59.40 | ||
| Amazon (AMZN) | 0.0 | $313k | -28% | 96.00 | 3260.42 | |
| Southern Company (SO) | 0.0 | $310k | -20% | 5.0k | 61.52 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $303k | +2% | 3.5k | 86.42 | |
| Facebook Cl A (FB) | 0.0 | $302k | 1.1k | 273.55 | ||
| State Street Corporation (STT) | 0.0 | $300k | -17% | 4.1k | 72.67 | |
| UnitedHealth (UNH) | 0.0 | $294k | +6% | 837.00 | 351.25 | |
| Citizens Financial (CFG) | 0.0 | $290k | +2% | 8.1k | 35.72 | |
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.0 | $286k | -9% | 6.0k | 47.51 | |
| AES Corporation (AES) | 0.0 | $285k | -12% | 12k | 23.50 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $283k | NEW | 5.0k | 56.60 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $279k | +2% | 4.0k | 69.82 | |
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $277k | -7% | 8.3k | 33.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $266k | +29% | 152.00 | 1750.00 | |
| Iron Mountain (IRM) | 0.0 | $265k | +2799% | 9.0k | 29.48 | |
| Proshares Tr Priv Eqty-lstd (PEX) | 0.0 | $261k | -10% | 8.1k | 32.03 | |
| Abbott Laboratories (ABT) | 0.0 | $259k | +6% | 2.4k | 109.28 | |
| Altria (MO) | 0.0 | $257k | -23% | 6.3k | 40.96 | |
| First Tr Lrg Cp Grwth Alphad Com Shs (FTC) | 0.0 | $255k | -2% | 2.6k | 96.71 | |
| Philip Morris International (PM) | 0.0 | $250k | +38% | 3.0k | 82.64 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $247k | -15% | 4.0k | 61.32 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $245k | +3% | 4.9k | 49.98 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $242k | -18% | 6.1k | 39.93 | |
| Citigroup Com New (C) | 0.0 | $236k | -10% | 3.8k | 61.62 | |
| Activision Blizzard (ATVI) | 0.0 | $233k | +39% | 2.5k | 92.75 | |
| Abb Sponsored Adr (ABB) | 0.0 | $231k | +2% | 8.3k | 27.99 | |
| Seagen (SGEN) | 0.0 | $220k | NEW | 1.3k | 175.44 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $219k | 718.00 | 305.01 | ||
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $215k | +25% | 2.2k | 96.13 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $211k | -36% | 4.4k | 48.41 | |
| Intercontinental Exchange (ICE) | 0.0 | $206k | 1.8k | 115.15 | ||
| Danaher Corporation (DHR) | 0.0 | $187k | +83% | 841.00 | 222.35 | |
| Ishares Tr Esg 1 5 Yr Usd (SUSB) | 0.0 | $186k | +30% | 7.1k | 26.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $186k | +21% | 106.00 | 1754.72 | |
| CSX Corporation (CSX) | 0.0 | $185k | +3% | 2.0k | 90.95 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $184k | +2% | 1.4k | 133.14 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.0 | $180k | 3.3k | 54.20 | ||
| Diageo P L C Spon Adr New (DEO) | 0.0 | $178k | -2% | 1.1k | 158.93 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $177k | 4.7k | 37.42 | ||
| Honeywell International (HON) | 0.0 | $176k | +110% | 827.00 | 212.82 | |
| Ametek (AME) | 0.0 | $176k | +2% | 1.5k | 120.88 | |
| Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.0 | $174k | -13% | 1.3k | 137.61 | |
| American Tower Reit (AMT) | 0.0 | $170k | +3% | 757.00 | 224.57 | |
| Godaddy Cl A (GDDY) | 0.0 | $169k | +3% | 2.0k | 83.17 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.0 | $164k | -22% | 2.4k | 67.43 | |
| Aon Shs Cl A (AON) | 0.0 | $155k | 736.00 | 210.60 | ||
| Ryanair Hldgs Sponsored Ads (RYAAY) | 0.0 | $155k | -5% | 1.4k | 110.09 | |
| Gilead Sciences (GILD) | 0.0 | $154k | -65% | 2.6k | 58.31 | |
| At&t (T) | 0.0 | $150k | +55% | 5.2k | 28.79 | |
| Sap Se Spon Adr (SAP) | 0.0 | $149k | -2% | 1.1k | 130.13 | |
| Costco Wholesale Corporation (COST) | 0.0 | $149k | 396.00 | 376.26 | ||
| Genmab A S Sponsored Ads (GMAB) | 0.0 | $147k | +17% | 3.6k | 40.64 | |
| Qualcomm (QCOM) | 0.0 | $145k | +2% | 954.00 | 151.99 | |
| Regions Financial Corporation (RF) | 0.0 | $142k | +28% | 8.8k | 16.12 | |
| Kla Corporation Com New (KLAC) | 0.0 | $140k | +4% | 540.00 | 259.26 | |
| Ubs Group SHS (UBS) | 0.0 | $139k | +4836% | 9.8k | 14.15 | |
| Ishares Tr Mrgstr Md Cp Val (JKI) | 0.0 | $139k | -8% | 884.00 | 156.99 | |
| Ishares Tr Mrning Sm Cp Etf (JKL) | 0.0 | $134k | -4% | 963.00 | 139.53 | |
| Total S A Sponsored Ads (TOT) | 0.0 | $133k | +11% | 3.2k | 41.81 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $132k | -23% | 1.4k | 92.18 | |
| Moody's Corporation (MCO) | 0.0 | $131k | 453.00 | 289.18 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $129k | -79% | 1.5k | 87.58 | |
| Travelers Companies (TRV) | 0.0 | $125k | -24% | 887.00 | 140.92 | |
| Allstate Corporation (ALL) | 0.0 | $125k | -6% | 1.1k | 109.55 | |
| Spdr Series Trust Portfli Mortgage (SPMB) | 0.0 | $123k | 4.7k | 26.37 | ||
| Royal Caribbean Cruises (RCL) | 0.0 | $122k | +5% | 1.6k | 74.48 | |
| Ishares Tr MRGSTR MD CP GRW (JKH) | 0.0 | $122k | -13% | 318.00 | 383.65 | |
| Cme (CME) | 0.0 | $121k | +2% | 662.00 | 182.78 | |
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 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
- Td Ameritrade Investment Management 2019 Q1 filed May 15, 2019
- Td Ameritrade Investment Management 2018 Q4 filed Feb. 13, 2019
- Td Ameritrade Investment Management 2018 Q3 filed Nov. 14, 2018
- Td Ameritrade Investment Management 2018 Q2 filed Aug. 10, 2018
- Td Ameritrade Investment Management 2018 Q1 filed May 11, 2018
- Td Ameritrade Investment Management 2017 Q4 filed Feb. 14, 2018
- Td Ameritrade Investment Management 2017 Q3 filed Nov. 13, 2017
- Td Ameritrade Investment Management 2017 Q2 filed Aug. 9, 2017
- Td Ameritrade Investment Management 2017 Q1 filed May 3, 2017