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, VWO, VTV, and represent 47.95% of Td Ameritrade Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BND (+$162M), ISTB (+$38M), XLB (+$17M), IVLU (+$13M), VIGI (+$12M), VCIT (+$9.6M), SPDW (+$9.1M), SPMB (+$8.7M), IWO (+$8.1M), JNK (+$8.0M).
- Started 41 new stock positions in SEDG, CLVT, KR, JWN, EPAC, ALK, BDN, TS, SQ, MELI.
- Reduced shares in these 10 stocks: AGG (-$174M), ITOT (-$69M), VTV (-$27M), VEA (-$26M), XLE (-$24M), USHY (-$23M), XLC (-$16M), VOE (-$15M), EFV (-$13M), EFG (-$9.3M).
- Sold out of its positions in ATVI, AFG, Appollo Global Mgmt Inc Cl A, BHP Billiton, BA, ETR, FNF, FHN, SNLN, PHB.
- Td Ameritrade Investment Management was a net seller of stock by $-124M.
- Td Ameritrade Investment Management has $13B in assets under management (AUM), dropping by -6.21%.
- Central Index Key (CIK): 0001461539
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Portfolio Holdings for Td Ameritrade Investment Management
Td Ameritrade Investment Management holds 630 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Td Ameritrade Investment Management has 630 total positions. Only the first 250 positions are shown.
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- Download the Td Ameritrade Investment Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 14.9 | $2.0B | -8% | 19M | 107.10 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 13.8 | $1.9B | -3% | 18M | 100.94 | |
| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 10.3 | $1.4B | 29M | 48.03 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.9 | $662M | 14M | 46.13 | ||
| Vanguard Index Fds Value Etf (VTV) | 4.0 | $542M | -4% | 3.7M | 147.78 | |
| Vanguard Bd Index Short Trm Bond (BSV) | 3.7 | $498M | 6.4M | 77.90 | ||
| Vanguard Bd Index Total Bnd Mrkt (BND) | 3.3 | $440M | +58% | 5.5M | 79.54 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.6 | $346M | -2% | 1.5M | 237.84 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.3 | $315M | -4% | 2.1M | 149.67 | |
| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $302M | 4.4M | 69.51 | ||
| Ishares Tr Broad Usd High (USHY) | 2.1 | $287M | -7% | 7.4M | 38.86 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.1 | $284M | +2% | 989k | 287.60 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 1.9 | $260M | -3% | 7.6M | 34.15 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.8 | $241M | +2% | 2.5M | 97.76 | |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.6 | $209M | +2% | 3.3M | 62.91 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $159M | -3% | 2.0M | 78.09 | |
| Ishares Core Msci Emkt (IEMG) | 1.1 | $154M | 2.8M | 55.55 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $144M | -2% | 1.7M | 83.35 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.1 | $144M | 2.8M | 51.21 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.9 | $126M | 780k | 161.40 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.9 | $125M | -6% | 802k | 155.72 | |
| Vanguard Bd Index Long Term Bond (BLV) | 0.9 | $124M | 1.3M | 91.69 | ||
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.9 | $121M | 973k | 123.89 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.9 | $120M | +7% | 467k | 255.75 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $116M | 847k | 136.99 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $105M | +3% | 662k | 158.93 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.8 | $105M | -6% | 2.1M | 50.10 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.8 | $101M | -4% | 2.4M | 41.75 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $97M | +6% | 424k | 227.67 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $96M | 545k | 175.94 | ||
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $90M | +11% | 2.6M | 34.28 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $86M | 320k | 268.34 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $76M | -4% | 632k | 119.64 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.5 | $72M | 1.9M | 38.32 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $68M | 546k | 124.57 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $68M | -3% | 889k | 76.38 | |
| Spdr Series Trust Portfolio Tl Stk (SPTM) | 0.5 | $66M | +4% | 1.2M | 55.58 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.5 | $63M | -2% | 871k | 72.80 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.4 | $59M | +2% | 895k | 66.17 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $57M | -29% | 747k | 76.44 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $51M | +290% | 1.0M | 48.46 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $49M | +4% | 741k | 66.34 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $48M | +15% | 217k | 222.81 | |
| Invesco Exchng Traded Fd Tr Ftse Rafi Emng (PXH) | 0.4 | $48M | 2.3M | 20.82 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $48M | 476k | 100.52 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $47M | -5% | 654k | 71.36 | |
| Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 0.3 | $45M | +3% | 1.6M | 26.99 | |
| Ishares Tr Intl Value Factr (IVLU) | 0.3 | $44M | +39% | 1.7M | 25.45 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $43M | -2% | 561k | 75.89 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $42M | -3% | 1.1M | 38.64 | |
| Spdr Series Trust Portfli Tips Etf (SPIP) | 0.3 | $38M | -7% | 1.3M | 30.26 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $36M | -26% | 719k | 50.26 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $35M | +97% | 392k | 88.15 | |
| Ishares Tr Esg Msci Usa Etf (ESGU) | 0.2 | $32M | 319k | 101.35 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $32M | 311k | 102.98 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $31M | -33% | 450k | 68.78 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $29M | -5% | 263k | 108.53 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.2 | $28M | -6% | 543k | 52.44 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $24M | -27% | 254k | 96.27 | |
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.2 | $24M | +6% | 639k | 37.82 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $24M | -4% | 143k | 165.98 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $22M | +110% | 280k | 79.05 | |
| Vanguard Bd Index Intermed Term (BIV) | 0.2 | $21M | -14% | 261k | 81.90 | |
| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $19M | +51% | 643k | 30.13 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $19M | +3% | 247k | 78.04 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $19M | 252k | 75.87 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $15M | 80k | 185.00 | ||
| Ishares Tr Mbs Etf (MBB) | 0.1 | $15M | -10% | 145k | 101.87 | |
| Ishares Tr Esg Msci Eafe (ESGD) | 0.1 | $15M | -2% | 197k | 73.73 | |
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $14M | 74k | 192.36 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $14M | +5% | 55k | 248.14 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $14M | +246% | 157k | 86.04 | |
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $12M | 149k | 83.33 | ||
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.1 | $12M | +23% | 172k | 70.38 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $12M | +28% | 113k | 105.66 | |
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $11M | +40% | 171k | 64.03 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.1 | $10M | +26% | 150k | 69.86 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $9.1M | -13% | 33k | 277.64 | |
| Spdr Series Trust Portfli Mortgage (SPMB) | 0.1 | $8.8M | +9429% | 368k | 23.96 | |
| Spdr Series Trust Bloomberg Brclys (JNK) | 0.1 | $8.2M | +2946% | 80k | 102.50 | |
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.1 | $7.5M | +20% | 89k | 83.83 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $6.6M | +9% | 51k | 128.86 | |
| Ishares Esg Msci Em Etf (ESGE) | 0.0 | $6.5M | +4% | 176k | 36.73 | |
| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.0 | $6.4M | +7% | 499k | 12.89 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $5.3M | +5% | 12k | 451.66 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $5.1M | +2% | 20k | 254.37 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $5.1M | +20% | 12k | 416.52 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $4.3M | -3% | 35k | 125.09 | |
| Ishares Tr Esg Msci Usa Sml (ESML) | 0.0 | $3.7M | 97k | 38.05 | ||
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $3.6M | 34k | 107.48 | ||
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $3.3M | -5% | 18k | 186.00 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $3.2M | +59% | 37k | 86.64 | |
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $3.2M | -31% | 30k | 107.02 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $3.2M | +14% | 34k | 93.39 | |
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $3.1M | 28k | 110.26 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $2.8M | -2% | 12k | 235.45 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.7M | -3% | 24k | 112.28 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $2.7M | +80% | 51k | 52.12 | |
| Broadcom (AVGO) | 0.0 | $2.3M | +6% | 3.7k | 629.62 | |
| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.0 | $2.3M | 77k | 30.29 | ||
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $2.2M | +12% | 50k | 43.76 | |
| Ishares Tr Esg Us Agr Bd (EAGG) | 0.0 | $2.1M | -21% | 41k | 51.65 | |
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $2.1M | 39k | 53.86 | ||
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $2.0M | -38% | 42k | 48.73 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $2.0M | +13% | 10k | 195.91 | |
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $1.9M | +189% | 68k | 28.78 | |
| Spdr Series Trust Blombrg Brc Emrg (EBND) | 0.0 | $1.9M | -45% | 85k | 22.73 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.9M | +3% | 14k | 136.30 | |
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.0 | $1.9M | -4% | 26k | 74.23 | |
| Chevron Corporation (CVX) | 0.0 | $1.9M | +10% | 12k | 162.83 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $1.8M | -2% | 13k | 134.63 | |
| Johnson & Johnson (JNJ) | 0.0 | $1.7M | +5% | 9.7k | 177.20 | |
| Microsoft Corporation (MSFT) | 0.0 | $1.7M | +9% | 5.5k | 308.29 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.7M | +12% | 36k | 46.83 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $1.6M | +25% | 8.2k | 194.51 | |
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.0 | $1.5M | +23% | 52k | 29.65 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.5M | +7% | 15k | 101.18 | |
| Bank of America Corporation (BAC) | 0.0 | $1.4M | +11% | 35k | 41.22 | |
| Abbvie (ABBV) | 0.0 | $1.4M | +8% | 8.9k | 162.10 | |
| MetLife (MET) | 0.0 | $1.4M | +11% | 19k | 70.27 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $1.3M | +2% | 2.9k | 447.05 | |
| Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.0 | $1.3M | -10% | 26k | 49.02 | |
| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.0 | $1.2M | -18% | 45k | 27.78 | |
| Bristol Myers Squibb (BMY) | 0.0 | $1.2M | +7% | 17k | 73.05 | |
| EOG Resources (EOG) | 0.0 | $1.2M | -4% | 9.9k | 119.26 | |
| Citizens Financial (CFG) | 0.0 | $1.1M | +5% | 25k | 45.33 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.1M | 17k | 66.35 | ||
| Truist Financial Corp equities (TFC) | 0.0 | $1.1M | +8% | 20k | 56.72 | |
| Eaton Corp SHS (ETN) | 0.0 | $1.1M | +7% | 7.1k | 151.82 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $1.1M | -3% | 10k | 102.36 | |
| PNC Financial Services (PNC) | 0.0 | $1.0M | +2% | 5.5k | 184.41 | |
| Caterpillar (CAT) | 0.0 | $1.0M | +4% | 4.5k | 222.86 | |
| At&t (T) | 0.0 | $997k | +12% | 42k | 23.62 | |
| Cisco Systems (CSCO) | 0.0 | $979k | 18k | 55.78 | ||
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $965k | -6% | 20k | 48.22 | |
| Wal-Mart Stores (WMT) | 0.0 | $962k | +4% | 6.5k | 148.99 | |
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.0 | $956k | +207% | 49k | 19.63 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $951k | +9% | 9.6k | 99.04 | |
| Apple (AAPL) | 0.0 | $930k | +3% | 5.3k | 174.58 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $925k | +9% | 5.0k | 183.50 | |
| Diamondback Energy (FANG) | 0.0 | $918k | -20% | 6.7k | 137.01 | |
| Pfizer (PFE) | 0.0 | $910k | +7% | 18k | 51.80 | |
| Morgan Stanley Com New (MS) | 0.0 | $897k | +12% | 10k | 87.39 | |
| Dow (DOW) | 0.0 | $869k | +2% | 14k | 63.75 | |
| Coca-Cola Company (KO) | 0.0 | $869k | +6% | 14k | 62.02 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $868k | -13% | 8.0k | 108.27 | |
| Nrg Energy Com New (NRG) | 0.0 | $852k | +9% | 22k | 38.38 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $821k | +13% | 9.5k | 86.28 | |
| Procter & Gamble Company (PG) | 0.0 | $744k | +4% | 4.9k | 152.83 | |
| Phillips 66 (PSX) | 0.0 | $738k | +7% | 8.5k | 86.34 | |
| Intel Corporation (INTC) | 0.0 | $735k | +8% | 15k | 49.55 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $714k | +41% | 6.9k | 102.85 | |
| UnitedHealth (UNH) | 0.0 | $704k | 1.4k | 510.14 | ||
| Duke Realty Corp Com New (DRE) | 0.0 | $702k | +8% | 12k | 58.07 | |
| Crown Castle Intl (CCI) | 0.0 | $701k | +6% | 3.8k | 184.57 | |
| AvalonBay Communities (AVB) | 0.0 | $697k | +8% | 2.8k | 248.22 | |
| BlackRock (BLK) | 0.0 | $697k | +5% | 912.00 | 764.25 | |
| Gilead Sciences (GILD) | 0.0 | $696k | +5% | 12k | 59.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $693k | -7% | 248.00 | 2794.35 | |
| Interpublic Group of Companies (IPG) | 0.0 | $691k | +9% | 20k | 35.43 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $682k | +7% | 7.6k | 89.94 | |
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $676k | +11% | 22k | 30.47 | |
| American Electric Power Company (AEP) | 0.0 | $644k | +8% | 6.5k | 99.81 | |
| Ryder System (R) | 0.0 | $641k | +6% | 8.1k | 79.32 | |
| Meta Platforms Cl A (META) | 0.0 | $632k | +48% | 2.8k | 222.30 | |
| Iron Mountain (IRM) | 0.0 | $619k | +7% | 11k | 55.37 | |
| First Tr Djs Microcap Index Com Shs Annual (FDM) | 0.0 | $607k | 10k | 60.27 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $606k | +6% | 5.4k | 111.66 | |
| Hp (HPQ) | 0.0 | $599k | -17% | 17k | 36.32 | |
| Pimco Etf Tr Broad Us Tips (TIPZ) | 0.0 | $594k | -5% | 9.4k | 63.34 | |
| Bath & Body Works In (BBWI) | 0.0 | $588k | NEW | 12k | 47.83 | |
| Visa Com Cl A (V) | 0.0 | $584k | -4% | 2.6k | 221.72 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $576k | +6% | 4.2k | 136.88 | |
| Discover Financial Services (DFS) | 0.0 | $575k | +3% | 5.2k | 110.17 | |
| Target Corporation (TGT) | 0.0 | $565k | -21% | 2.7k | 212.41 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $562k | -7% | 842.00 | 667.46 | |
| Kraft Heinz (KHC) | 0.0 | $558k | +10% | 14k | 39.40 | |
| Invesco Exchng Traded Fd Tr S&p Mdcp 400 Rev (RWK) | 0.0 | $550k | -6% | 6.0k | 92.25 | |
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $541k | +17038% | 15k | 35.47 | |
| Snap-on Incorporated (SNA) | 0.0 | $531k | +7% | 2.6k | 205.42 | |
| Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) | 0.0 | $521k | +68% | 23k | 22.57 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $513k | -4% | 4.9k | 104.18 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $510k | -5% | 4.6k | 111.04 | |
| Kroger (KR) | 0.0 | $497k | NEW | 8.7k | 57.42 | |
| Medtronic SHS (MDT) | 0.0 | $493k | +8% | 4.4k | 110.91 | |
| Philip Morris International (PM) | 0.0 | $492k | 5.2k | 93.91 | ||
| Abbott Laboratories (ABT) | 0.0 | $488k | +7% | 4.1k | 118.27 | |
| Amcor Ord (AMCR) | 0.0 | $476k | +7% | 42k | 11.34 | |
| Nordstrom (JWN) | 0.0 | $474k | NEW | 18k | 27.11 | |
| Union Pacific Corporation (UNP) | 0.0 | $466k | +5406% | 1.7k | 272.99 | |
| 3M Company (MMM) | 0.0 | $452k | +5% | 3.0k | 149.03 | |
| Evercore Class A (EVR) | 0.0 | $447k | +7% | 4.0k | 111.28 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $443k | +2% | 4.1k | 107.14 | |
| Travel Leisure Ord (TNL) | 0.0 | $430k | -5% | 7.4k | 57.87 | |
| Amazon (AMZN) | 0.0 | $430k | +20% | 132.00 | 3257.58 | |
| State Street Corporation (STT) | 0.0 | $418k | +8% | 4.8k | 87.05 | |
| Altria (MO) | 0.0 | $408k | +7% | 7.8k | 52.24 | |
| Vanguard World Fds Materials Etf (VAW) | 0.0 | $400k | +1033% | 2.1k | 193.89 | |
| Proshares Tr Priv Eqty-lstd (PEX) | 0.0 | $389k | +40% | 12k | 32.59 | |
| Ishares Tr Esg 1 5 Yr Usd (SUSB) | 0.0 | $384k | -4% | 16k | 24.63 | |
| Onemain Holdings (OMF) | 0.0 | $383k | +7% | 8.1k | 47.41 | |
| Best Buy (BBY) | 0.0 | $380k | +7% | 4.2k | 90.80 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $374k | -6% | 4.4k | 85.57 | |
| Kla Corporation Com New (KLAC) | 0.0 | $369k | +4% | 1.0k | 366.44 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $364k | -5% | 2.4k | 151.60 | |
| Netflix (NFLX) | 0.0 | $359k | +72% | 958.00 | 374.74 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $356k | +133% | 8.9k | 39.79 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $352k | +9% | 3.3k | 106.98 | |
| Ametek (AME) | 0.0 | $350k | -16% | 2.6k | 133.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $337k | +18% | 121.00 | 2785.12 | |
| Intercontinental Exchange (ICE) | 0.0 | $329k | -6% | 2.5k | 132.23 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $325k | +7% | 5.6k | 58.47 | |
| CSX Corporation (CSX) | 0.0 | $323k | -13% | 8.6k | 37.51 | |
| Abb Sponsored Adr (ABB) | 0.0 | $321k | -3% | 9.9k | 32.39 | |
| Costco Wholesale Corporation (COST) | 0.0 | $317k | -7% | 550.00 | 576.36 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $312k | -24% | 2.8k | 109.63 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $303k | -9% | 15k | 19.96 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $301k | +293% | 987.00 | 304.96 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $299k | +66% | 4.6k | 64.59 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $295k | 3.5k | 83.66 | ||
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $291k | 6.9k | 42.14 | ||
| Moody's Corporation (MCO) | 0.0 | $283k | -5% | 838.00 | 337.71 | |
| Merck & Co (MRK) | 0.0 | $265k | 3.2k | 82.20 | ||
| Honeywell International (HON) | 0.0 | $261k | 1.3k | 194.49 | ||
| Eli Lilly & Co. (LLY) | 0.0 | $254k | -6% | 886.00 | 286.68 | |
| America Movil Sab De Cv Spon Adr L Shs (AMX) | 0.0 | $253k | -22% | 12k | 21.12 | |
| Godaddy Cl A (GDDY) | 0.0 | $253k | -8% | 3.0k | 83.66 | |
| Aon Shs Cl A (AON) | 0.0 | $249k | -50% | 765.00 | 325.49 | |
| Total S A Sponsored Ads (TTE) | 0.0 | $248k | +12% | 4.9k | 50.60 | |
| Fidelity National Information Services (FIS) | 0.0 | $242k | +12% | 2.4k | 100.33 | |
| First Tr Lrg Cp Grwth Alphad Com Shs (FTC) | 0.0 | $239k | -4% | 2.2k | 106.79 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $237k | -6% | 1.4k | 170.50 | |
| Ishares Jp Morgan Em Etf (LEMB) | 0.0 | $235k | -49% | 6.4k | 36.93 | |
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $233k | -12% | 1.3k | 183.61 | |
| Cme (CME) | 0.0 | $220k | +10% | 925.00 | 237.84 | |
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.0 | $220k | -2% | 4.2k | 51.92 | |
| Seagen (SGEN) | 0.0 | $219k | -6% | 1.5k | 143.80 | |
| Lear Corp Com New (LEA) | 0.0 | $216k | NEW | 1.5k | 142.86 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $209k | +4% | 1.7k | 122.01 | |
| Danaher Corporation (DHR) | 0.0 | $206k | -48% | 701.00 | 293.87 | |
| Evertec (EVTC) | 0.0 | $200k | -6% | 4.9k | 40.97 | |
| Sap Se Spon Adr (SAP) | 0.0 | $189k | -3% | 1.7k | 111.18 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $185k | +28% | 2.3k | 80.10 | |
| General Electric Com New (GE) | 0.0 | $181k | +147% | 2.0k | 91.60 | |
| Mastercard Cl A (MA) | 0.0 | $179k | +42% | 502.00 | 356.57 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $178k | -5% | 3.0k | 60.05 | |
| Yum! Brands (YUM) | 0.0 | $178k | -6% | 1.5k | 118.27 | |
| Genmab A S Sponsored Ads (GMAB) | 0.0 | $177k | -6% | 4.9k | 36.14 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $167k | +98% | 2.2k | 74.69 | |
| Ishares Tr Smll Val Indx (ISCV) | 0.0 | $164k | 2.8k | 58.82 | ||
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 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
- 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