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Td Private Client Wealth

Latest statistics and disclosures from Td Private Client Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SPY, VMBS, IEFA, GOVT, and represent 24.31% of Td Private Client Wealth's stock portfolio.
Added to shares of these 10 stocks: TLT (+$42M), SPLG (+$25M), IEFA (+$20M), VMBS (+$18M), AGG (+$16M), GOVT (+$14M), AVGO (+$11M), VXF (+$8.0M), VGSH (+$7.4M), DGRO (+$6.0M).
Started 90 new stock positions in PNFP, CGNX, HOOD, ASO, TNL, BWXT, MGY, POWI, NVT, MTZ.
Reduced shares in these 10 stocks: TLH (-$33M), IVV (-$28M), SHY (-$14M), SPY (-$6.9M), VCSH, NVDA, VOO, IUSV, IEF, CAG.
Sold out of its positions in ATGE, BABA, AIRC, BNTX, CERE, CIG, FIVE, MOMO, MNA, LSCC.
Td Private Client Wealth was a net buyer of stock by $130M.
Td Private Client Wealth has $3.5B in assets under management (AUM), dropping by 9.50%.
Central Index Key (CIK): 0001551017

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Portfolio Holdings for Td Private Client Wealth

Td Private Client Wealth holds 1281 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Td Private Client Wealth has 1281 total positions. Only the first 250 positions are shown.

Sign up to view all of the Td Private Client Wealth Sept. 30, 2024 positions
Download the Td Private Client Wealth September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)	6.2	$216M	+13%	3.2M	67.51	View chart
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	5.8	$200M	-3%	349k	573.76	View chart
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)	4.4	$154M	+13%	3.3M	47.21	View chart
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)	4.2	$147M	+15%	1.9M	78.05	View chart
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)	3.7	$128M	+12%	5.5M	23.45	View chart
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)	2.4	$85M		426k	198.06	View chart
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)	2.2	$78M	-15%	940k	83.15	View chart
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)	2.0	$68M	+12%	1.2M	59.02	View chart
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)	1.7	$60M	+15%	328k	181.99	View chart
Microsoft Corp Common Stock (MSFT)	1.5	$54M	+4%	125k	430.30	View chart
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)	1.5	$51M	+13%	816k	62.69	View chart
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.5	$51M	+2%	136k	375.38	View chart
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)	1.5	$51M	-7%	641k	79.42	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	1.3	$47M	+10%	135k	345.29	View chart
Ishares Tr 20 Yr Treas Bd Etf Exchange Traded Fund (TLT)	1.3	$44M	+2204%	444k	98.10	View chart
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)	1.2	$43M	+12%	808k	53.72	View chart
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)	1.2	$43M		362k	119.61	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	1.2	$43M	+4%	87k	488.07	View chart
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)	1.1	$38M	+2%	661k	57.41	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.1	$37M	-8%	70k	527.67	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Fund (EFA)	1.1	$37M	+9%	440k	83.63	View chart
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)	1.0	$35M	-43%	61k	576.82	View chart
Vanguard Index Fds Vanguard Value Etf Exchange Traded Fund (VTV)	1.0	$34M	+3%	195k	174.57	View chart
Ishares Tr S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.9	$32M	+5%	333k	95.75	View chart
Vanguard Index Fds Vanguard Growth Etf Exchange Traded Fund (VUG)	0.9	$30M		79k	383.93	View chart
Nvidia Corp Common Stock (NVDA)	0.8	$29M	-10%	238k	121.44	View chart
Amazon Common Stock (AMZN)	0.8	$27M	+5%	144k	186.33	View chart
Ishares Tr Core U S Aggregate Bd Etf Exchange Traded Fund (AGG)	0.7	$26M	+165%	255k	101.27	View chart
Ishares Tr Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.7	$26M	+2%	415k	62.32	View chart
Apple Common Stock (AAPL)	0.7	$25M	+6%	107k	233.00	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.7	$24M	+2%	41k	572.44	View chart
Schwab Strategic Tr Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.6	$23M	+2%	267k	84.53	View chart
Ishares Tr 1-5 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGSB)	0.6	$21M	+24%	401k	52.66	View chart
Ishares Tr Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.6	$21M	-8%	109k	189.80	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.6	$20M	+2%	95k	210.86	View chart
Ishares Tr Iboxx Usd Invt Grade Corp Bd Etf Exchange Traded Fund (LQD)	0.6	$20M		176k	112.98	View chart
Ishares Tr S&p 500 Value Etf Exchange Traded Fund (IVE)	0.6	$20M	-2%	100k	197.17	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	0.5	$19M	-5%	112k	165.85	View chart
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Exchange Traded Fund (BSV)	0.5	$19M	-4%	235k	78.69	View chart
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Exchange Traded Fund (VCIT)	0.5	$18M	+8%	219k	83.75	View chart
Spdr Ser Tr S&p Divid Etf Exchange Traded Fund (SDY)	0.5	$18M	-2%	128k	142.04	View chart
Ishares Tr Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.5	$17M	-2%	149k	116.96	View chart
Ishares Tr Core S&p U S Value Etf Exchange Traded Fund (IUSV)	0.5	$16M	-16%	172k	95.49	View chart
Philip Morris Intl Common Stock (PM)	0.4	$14M	+2%	116k	121.40	View chart
Abbvie Common Stock (ABBV)	0.4	$14M		70k	197.48	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Exchange Traded Fund (IEF)	0.4	$14M	-16%	141k	98.12	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.4	$13M	-3%	59k	220.89	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.4	$13M	-3%	48k	263.83	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Exchange Tra.. (VONG)	0.4	$13M	+24%	132k	96.52	View chart
Vanguard Bd Index Fds Vanguard Intermediate Term Bd Etf Exchange Traded Fund (BIV)	0.4	$13M	+23%	160k	78.37	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Exchange-traded Exchange Traded Fund (HYS)	0.3	$12M	+13%	125k	95.50	View chart
Verizon Communications Common Stock (VZ)	0.3	$12M		259k	44.91	View chart
Broadcom Common Stock (AVGO)	0.3	$12M	+937%	67k	172.50	View chart
Vanguard Whitehall Fds Emerging Mkt Govt Bd Index Fd Etf Cl Exchange Traded Fund (VWOB)	0.3	$12M	+15%	173k	66.37	View chart
Unitedhealth Group Common Stock (UNH)	0.3	$11M	-4%	19k	584.68	View chart
Vanguard World Fds Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.3	$11M		19k	586.52	View chart
Lilly Eli & Co Common Stock (LLY)	0.3	$11M	+5%	13k	885.94	View chart
Spdr Ser Tr Nuveen Bloomberg Short Term Mun Bd Etf Exchange Traded Fund (SHM)	0.3	$11M		228k	48.14	View chart
Chevron Corp Common Stock (CVX)	0.3	$11M	-8%	73k	147.27	View chart
Schwab Strategic Tr Us Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.3	$10M	+15%	98k	104.18	View chart
Mastercard Inc Cl A Common Stock (MA)	0.3	$9.9M	+10%	20k	493.80	View chart
Visa Inc Com Cl A Common Stock (V)	0.3	$9.8M	-17%	36k	274.95	View chart
Merck & Co Common Stock (MRK)	0.3	$9.4M	-4%	83k	113.56	View chart
Vanguard Bd Index Fds Vanguard Total Bd Market Etf Exchange Traded Fund (BND)	0.3	$9.4M	-7%	125k	75.11	View chart
Us Bancorp Del Common Stock (USB)	0.3	$9.2M	+7%	201k	45.73	View chart
Ishares Tr Short Treas Bd Etf Exchange Traded Fund (SHV)	0.3	$9.2M	+5%	83k	110.63	View chart
Ishares Tr Russell 1000 Etf Exchange Traded Fund (IWB)	0.3	$9.0M	+11%	29k	314.39	View chart
Vanguard Index Fds Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.3	$8.9M	+16%	38k	237.21	View chart
Prologis Common Stock (PLD)	0.2	$8.7M	+30%	69k	126.28	View chart
Ishares Tr Intl Select Divid Etf Index Exchange Traded Fund (IDV)	0.2	$8.5M		280k	30.23	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.2	$8.4M	+4%	35k	243.06	View chart
Vanguard Bd Index Fds Vanguard Long Term Bd Etf Exchange Traded Fund (BLV)	0.2	$8.3M	+5%	111k	75.17	View chart
Nextera Energy Common Stock (NEE)	0.2	$8.3M	+2%	98k	84.53	View chart
Linde Plc New Shs Isin#ie000s9ys762 Common Stock (LIN)	0.2	$7.7M		16k	476.86	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Exchange Traded Fund (VTEB)	0.2	$7.7M	+28%	150k	51.12	View chart
Procter & Gamble Common Stock (PG)	0.2	$7.5M		44k	173.20	View chart
Home Depot Common Stock (HD)	0.2	$7.5M	+13%	19k	405.20	View chart
Walmart Common Stock (WMT)	0.2	$7.5M	-15%	93k	80.75	View chart
American Elec Pwr Common Stock (AEP)	0.2	$7.2M	-8%	70k	102.60	View chart
Amgen Common Stock (AMGN)	0.2	$7.0M	-9%	22k	322.21	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.2	$6.9M	-23%	15k	460.26	View chart
Spdr Ser Tr Nuveen Bloomberg Mun Bd Etf Exchange Traded Fund (TFI)	0.2	$6.6M		142k	46.83	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$6.6M		11k	584.56	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.2	$6.4M	+34%	14k	465.08	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.2	$6.3M	+17%	47k	135.07	View chart
Rtx Corp Common Stock (RTX)	0.2	$6.2M		51k	121.16	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.2	$6.1M		33k	184.85	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Exchange Traded Fund (VTI)	0.2	$5.9M	-3%	21k	283.16	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.2	$5.9M		141k	41.77	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.2	$5.9M		35k	167.19	View chart
Sanofi Spons Adr Isin#us80105n1054 Common Stock Adr (SNY)	0.2	$5.9M	-5%	102k	57.63	View chart
Dbx Etf Tr X Trackers Usd High Yield Corp Bf Etf Exchange Traded Fund (HYLB)	0.2	$5.7M	+27%	155k	36.92	View chart
Bank Amer Corp Common Stock (BAC)	0.2	$5.7M	+5%	143k	39.68	View chart
Pepsico Common Stock (PEP)	0.2	$5.6M	+30%	33k	170.05	View chart
Cummins Common Stock (CMI)	0.2	$5.5M	+5%	17k	323.79	View chart
Accenture Plc Ireland Shs Cl A Isin#ie00b4bnmy34 Common Stock (ACN)	0.2	$5.5M	+3%	16k	353.48	View chart
Medtronic Plc Shs Isin#ie00btn1y115 Common Stock (MDT)	0.2	$5.5M	+4%	61k	90.03	View chart
Paychex Common Stock (PAYX)	0.2	$5.5M	+34%	41k	134.19	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.2	$5.4M	-2%	19k	281.37	View chart
Coca Cola Common Stock (KO)	0.2	$5.4M	-4%	75k	71.86	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$5.4M	+41%	33k	162.06	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$5.3M	-23%	46k	115.30	View chart
Metlife Common Stock (MET)	0.2	$5.2M	+5%	64k	82.48	View chart
Cisco Sys Common Stock (CSCO)	0.2	$5.2M	-2%	98k	53.22	View chart
Intuit Common Stock (INTU)	0.1	$5.2M	-7%	8.3k	621.00	View chart
Ishares Tr Core S&p U S Growth Etf Exchange Traded Fund (IUSG)	0.1	$5.1M		39k	131.91	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$5.0M	+24%	8.1k	618.55	View chart
Asml Hldg N V N Y Registry Shs New 2012 Common Stock Adr (ASML)	0.1	$5.0M	+4%	6.0k	833.25	View chart
Ishares Tr Russell Mid-cap Growth Etf Exchange Traded Fund (IWP)	0.1	$5.0M	-4%	43k	117.29	View chart
Kkr & Co Common Stock (KKR)	0.1	$5.0M	+5%	38k	130.58	View chart
Danaher Corp Common Stock (DHR)	0.1	$5.0M		18k	278.02	View chart
Uber Technologies Common Stock (UBER)	0.1	$4.9M	+5%	65k	75.16	View chart
Union Pac Corp Common Stock (UNP)	0.1	$4.8M		20k	246.48	View chart
Gilead Sciences Common Stock (GILD)	0.1	$4.8M	+10%	58k	83.84	View chart
Servicenow Common Stock (NOW)	0.1	$4.7M	-2%	5.3k	894.39	View chart
Cadence Design Sys Common Stock (CDNS)	0.1	$4.7M	+4%	18k	271.03	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.1	$4.7M	+3%	72k	65.16	View chart
Analog Devices Common Stock (ADI)	0.1	$4.7M		20k	230.17	View chart
Salesforce Common Stock (CRM)	0.1	$4.6M	+112%	17k	273.71	View chart
Ishares Tr Natl Mun Bd Etf Exchange Traded Fund (MUB)	0.1	$4.6M	+30%	42k	108.63	View chart
Ishares Tr Iboxx $ High Yield Corp Bd Etf Exchange Traded Fund (HYG)	0.1	$4.6M	-6%	57k	80.30	View chart
Blackrock Common Stock (BLK)	0.1	$4.4M	-3%	4.7k	949.54	View chart
Abbott Labs Common Stock (ABT)	0.1	$4.4M	+4%	39k	114.01	View chart
At&t Common Stock (T)	0.1	$4.3M		197k	22.00	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$4.3M	-24%	77k	56.49	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$4.3M		51k	83.80	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$4.2M	+11%	82k	51.74	View chart
Emerson Elec Common Stock (EMR)	0.1	$4.1M	+3%	38k	109.37	View chart
National Grid Plc Spon Adr New 2017 Common Stock Adr (NGG)	0.1	$4.1M	-2%	59k	69.67	View chart
Enbridge Inc Com Isin#ca29250n1050 Common Stock (ENB)	0.1	$4.0M	-2%	99k	40.67	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$4.0M	-2%	8.5k	469.81	View chart
International Business Machs Corp Common Stock (IBM)	0.1	$4.0M		18k	221.08	View chart
General Elec Common Stock (GE)	0.1	$3.9M	+38%	21k	188.58	View chart
Vici Pptys Common Stock (VICI)	0.1	$3.9M	+19%	116k	33.31	View chart
Totalenergies Se Spons Adr Isin#us89151e1091 Common Stock Adr (TTE)	0.1	$3.8M		59k	64.62	View chart
Ishares Tr Russell Mid-cap Etf Exchange Traded Fund (IWR)	0.1	$3.8M	-3%	44k	88.14	View chart
Hasbro Common Stock (HAS)	0.1	$3.8M	+3%	53k	72.32	View chart
Discover Finl Svcs Common Stock (DFS)	0.1	$3.8M	+28%	27k	140.29	View chart
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)	0.1	$3.8M	+13%	17k	225.76	View chart
Spotify Technology Sa Registered Shs Isin#lu1778762911 Common Stock (SPOT)	0.1	$3.8M		10k	368.53	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$3.8M		32k	117.22	View chart
Verisk Analytics Common Stock (VRSK)	0.1	$3.7M		14k	267.96	View chart
American Express Common Stock (AXP)	0.1	$3.7M	+6%	14k	271.20	View chart
Entergy Corp Common Stock (ETR)	0.1	$3.7M	+5%	28k	131.61	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Common Stock Adr (TSM)	0.1	$3.7M	+30%	21k	173.67	View chart
Ishares Tr S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.1	$3.7M		26k	139.49	View chart
Lyondellbasell Industries N V Ord Shs Cl A Common Stock (LYB)	0.1	$3.6M		38k	95.90	View chart
Pfizer Common Stock (PFE)	0.1	$3.6M	+2%	125k	28.94	View chart
Huntington Bancshares Common Stock (HBAN)	0.1	$3.6M	+3%	245k	14.70	View chart
Phillips 66 Common Stock (PSX)	0.1	$3.6M	-6%	27k	131.45	View chart
Ishares Tr S&p Midcap 400 Growth Etf Exchange Traded Fund (IJK)	0.1	$3.6M	+20%	39k	91.93	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Exchange Traded Fund (VWO)	0.1	$3.6M	+9%	75k	47.85	View chart
Schwab Strategic Tr Us Large-cap Etf Exchange Traded Fund (SCHX)	0.1	$3.6M	+17%	53k	67.85	View chart
Morgan Stanley Common Stock (MS)	0.1	$3.6M	+96%	34k	104.24	View chart
Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf Exchange Traded Fund (VEU)	0.1	$3.6M	-4%	57k	63.00	View chart
Lennox Intl Common Stock (LII)	0.1	$3.6M		5.9k	604.29	View chart
Oracle Corp Common Stock (ORCL)	0.1	$3.5M	-5%	21k	170.40	View chart
Lazard Common Stock (LAZ)	0.1	$3.5M		70k	50.38	View chart
British Amern Tob Plc Sponsored Adr Isin#us1104481072 Common Stock Adr (BTI)	0.1	$3.5M		95k	36.58	View chart
Xcel Energy Common Stock (XEL)	0.1	$3.4M		53k	65.30	View chart
Ishares Tr Short-term Natl Mun Bd Etf Exchange Traded Fund (SUB)	0.1	$3.4M	+8%	32k	106.19	View chart
Colgate Palmolive Common Stock (CL)	0.1	$3.4M	+34%	32k	103.81	View chart
Realty Income Corp Common Stock (O)	0.1	$3.3M		53k	63.42	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$3.3M		77k	42.77	View chart
Spdr Ser Tr Spdr Bloomberg 1-3 Mnth T Bill Etf Exchange Traded Fund (BIL)	0.1	$3.2M	+8%	35k	91.81	View chart
Bce Inc Com New Isin#ca05534b7604 Common Stock (BCE)	0.1	$3.2M	+2%	92k	34.81	View chart
Equifax Common Stock (EFX)	0.1	$3.2M		11k	293.86	View chart
Wisdomtree Tr Emerging Mkts High Divid Exchange Traded Fund (DEM)	0.1	$3.2M	+20%	73k	44.01	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$3.2M	+9%	33k	97.49	View chart
Tc Energy Corporation Registered Shs Isin#ca87807b1076 Common Stock (TRP)	0.1	$3.1M	+2%	66k	47.59	View chart
Williams Cos Common Stock (WMB)	0.1	$3.1M	-33%	68k	45.65	View chart
Bentley Sys Inc Cl B Common Stock (BSY)	0.1	$3.1M		61k	50.81	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Exchange Traded Fund (VEA)	0.1	$3.1M	+7%	58k	52.81	View chart
Cooper Cos Inc Com Par Common Stock (COO)	0.1	$3.0M	-2%	28k	110.34	View chart
Snap On Common Stock (SNA)	0.1	$3.0M		11k	289.71	View chart
Applied Matls Common Stock (AMAT)	0.1	$3.0M	-33%	15k	202.05	View chart
Honeywell Intl Common Stock (HON)	0.1	$3.0M	+9%	15k	206.71	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Value Index Fd Etf Exchange Traded Fund (VONV)	0.1	$3.0M	+2%	36k	83.33	View chart
Kenvue Common Stock (KVUE)	0.1	$3.0M	+5%	129k	23.13	View chart
Nisource Common Stock (NI)	0.1	$3.0M	+11%	86k	34.65	View chart
Cvs Health Corp Common Stock (CVS)	0.1	$3.0M	+28%	47k	62.88	View chart
Enterprise Prods Partners L P Com Unit Common Stock (EPD)	0.1	$2.9M	+3%	101k	29.11	View chart
Vanguard Index Fds Real Estate Index Fd Etf Exchange Traded Fund (VNQ)	0.1	$2.9M	-5%	30k	97.42	View chart
Tesla Common Stock (TSLA)	0.1	$2.9M	+4%	11k	261.63	View chart
Wec Energy Group Common Stock (WEC)	0.1	$2.9M	+85%	30k	96.18	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$2.9M	+3%	18k	160.64	View chart
Allegion Pub Ltd Co Ord Shs Isin#ie00bfrt3w74 Common Stock (ALLE)	0.1	$2.9M		20k	145.74	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 Common Stock (ETN)	0.1	$2.9M	+5%	8.6k	331.44	View chart
Fair Isaac Corporation Common Stock (FICO)	0.1	$2.9M	-2%	1.5k	1943.52	View chart
Spdr Ser Tr Bloomberg Barclays Short Term Corporate Bd Etf Exchange Traded Fund (SPSB)	0.1	$2.8M	+13%	94k	30.28	View chart
Agilent Technologies Common Stock (A)	0.1	$2.8M		19k	148.48	View chart
Lpl Finl Hldgs Common Stock (LPLA)	0.1	$2.8M	+10%	12k	232.63	View chart
Netflix Common Stock (NFLX)	0.1	$2.8M	+3%	3.9k	709.27	View chart
Howmet Aerospace Common Stock (HWM)	0.1	$2.8M	-3%	28k	100.25	View chart
Diageo Plc Sponsored Adr New Isin#us25243q2057 Common Stock Adr (DEO)	0.1	$2.8M	+534%	20k	140.34	View chart
Interactive Brokers Group Inc Cl A - Common Stock (IBKR)	0.1	$2.8M		20k	139.36	View chart
Pool Corp Common Stock (POOL)	0.1	$2.7M		7.3k	376.80	View chart
Nordson Corp Common Stock (NDSN)	0.1	$2.7M		10k	262.63	View chart
Zebra Technologies Corp Cl A Common Stock (ZBRA)	0.1	$2.7M		7.3k	370.32	View chart
Kla Corp Common Stock (KLAC)	0.1	$2.7M	-47%	3.5k	774.41	View chart
Vulcan Matls Common Stock (VMC)	0.1	$2.7M	-27%	11k	250.43	View chart
Teradyne Common Stock (TER)	0.1	$2.7M		20k	133.93	View chart
Microchip Technology Common Stock (MCHP)	0.1	$2.7M	+5%	33k	80.29	View chart
Progressive Corp Oh Common Stock (PGR)	0.1	$2.7M		11k	253.76	View chart
Hilton Worldwide Hldgs Common Stock (HLT)	0.1	$2.7M	+4%	12k	230.50	View chart
Vanguard Scottsdale Fds Vanguard Inter-term Treas Index Exchange Traded Fund (VGIT)	0.1	$2.6M		43k	60.42	View chart
Crown Castle Common Stock (CCI)	0.1	$2.5M	+13%	21k	118.63	View chart
Berkley W R Corp Common Stock (WRB)	0.1	$2.5M	+49%	45k	56.73	View chart
Watsco Common Stock (WSO)	0.1	$2.5M		5.1k	491.88	View chart
Vanguard Index Fds Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.1	$2.5M		9.4k	267.37	View chart
Ishares Tr S&p Midcap 400 Value Etf Exchange Traded Fund (IJJ)	0.1	$2.5M	-7%	20k	123.62	View chart
Citigroup Common Stock (C)	0.1	$2.5M	+3%	39k	62.60	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$2.5M	-22%	5.0k	495.11	View chart
Vail Resorts Common Stock (MTN)	0.1	$2.4M	+25%	14k	174.29	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$2.4M	-14%	2.7k	886.52	View chart
Canadian Imperial Bk Of Commerce Common Stock (CM)	0.1	$2.4M		40k	61.34	View chart
Southern Common Stock (SO)	0.1	$2.4M	-31%	27k	90.18	View chart
Johnson Ctls Intl Plc Shs Isin#ie00by7ql619 Common Stock (JCI)	0.1	$2.4M	+9%	30k	77.61	View chart
Gartner Common Stock (IT)	0.1	$2.3M	-31%	4.6k	506.76	View chart
Rollins Common Stock (ROL)	0.1	$2.3M		46k	50.58	View chart
United Parcel Svc Inc Cl B Common Stock (UPS)	0.1	$2.3M	-12%	17k	136.34	View chart
Zoetis Common Stock (ZTS)	0.1	$2.3M	+10%	12k	195.38	View chart
Aspen Technology Common Stock (AZPN)	0.1	$2.3M		9.5k	238.82	View chart
Zurn Elkay Wtr Solutions Corp Common Stock (ZWS)	0.1	$2.3M		63k	35.94	View chart
Micron Technology Common Stock (MU)	0.1	$2.2M	-3%	21k	103.71	View chart
Msc Indl Direct Inc Cl A Common Stock (MSM)	0.1	$2.2M	+2%	26k	86.06	View chart
Texas Instrs Common Stock (TXN)	0.1	$2.2M		11k	206.57	View chart
Universal Display Corp Common Stock (OLED)	0.1	$2.2M	NEW	10k	209.90	View chart
Vanguard World Fd Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.1	$2.2M	+6%	6.8k	321.95	View chart
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Exchange Traded Fund (MDY)	0.1	$2.1M		3.8k	569.66	View chart
Lam Resh Corp Common Stock (LRCX)	0.1	$2.1M	-42%	2.6k	816.08	View chart
Cigna Group Common Stock (CI)	0.1	$2.1M	+3%	6.2k	346.44	View chart
Fidelity Natl Information Svcs Common Stock (FIS)	0.1	$2.1M	-6%	25k	83.75	View chart
Henry Jack & Assoc Common Stock (JKHY)	0.1	$2.1M		12k	176.54	View chart
Cheniere Energy Common Stock (LNG)	0.1	$2.1M	+315%	12k	179.84	View chart
Nutrien Ltd Registered Shs Isin#ca67077m1086 Common Stock (NTR)	0.1	$2.1M	+4%	44k	48.11	View chart
Arista Networks Common Stock (ANET)	0.1	$2.1M	-4%	5.4k	383.82	View chart
Bright Horizons Family Solutions Inc Del Common Stock (BFAM)	0.1	$2.1M		15k	140.13	View chart
Conocophillips Common Stock (COP)	0.1	$2.0M	+7%	19k	105.28	View chart
Monolithic Pwr Sys Common Stock (MPWR)	0.1	$2.0M	-2%	2.2k	924.50	View chart
American Tower Corp Common Stock (AMT)	0.1	$2.0M	+15%	8.6k	232.56	View chart
Chubb Ltd Com Isin#ch0044328745 Common Stock (CB)	0.1	$2.0M	+11%	6.8k	288.39	View chart
Choice Hotels Intl Common Stock (CHH)	0.1	$1.9M	+30%	15k	130.30	View chart
Fortive Corp Common Stock (FTV)	0.1	$1.9M	+6%	24k	78.93	View chart
Ishares Tr Tips Bd Etf Exchange Traded Fund (TIP)	0.1	$1.9M	-14%	17k	110.47	View chart
Vanguard Admiral Fds Inc S&p 500 Value Index Fd Etf Exchange Traded Fund (VOOV)	0.1	$1.9M	-10%	10k	190.72	View chart
Spdr Ser Tr Bloomberg Short Term High Yield Bd Etf Exchange Traded Fund (SJNK)	0.1	$1.9M	+21%	74k	25.75	View chart
Ishares Tr Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.1	$1.9M	+61%	18k	107.65	View chart
Ametek Common Stock (AME)	0.1	$1.9M	-54%	11k	171.71	View chart
Msci Common Stock (MSCI)	0.1	$1.9M	+57%	3.2k	582.93	View chart

Past Filings by Td Private Client Wealth

SEC 13F filings are viewable for Td Private Client Wealth going back to 2024

Td Private Client Wealth 2024 Q3 filed Nov. 18, 2024
Td Private Client Wealth 2019 Q4 filed Aug. 16, 2024
Td Private Client Wealth 2020 Q1 filed Aug. 16, 2024
Td Private Client Wealth 2020 Q2 filed Aug. 16, 2024
Td Private Client Wealth 2020 Q3 filed Aug. 16, 2024
Td Private Client Wealth 2020 Q4 filed Aug. 16, 2024
Td Private Client Wealth 2021 Q1 filed Aug. 16, 2024
Td Private Client Wealth 2021 Q2 filed Aug. 16, 2024
Td Private Client Wealth 2021 Q3 filed Aug. 16, 2024
Td Private Client Wealth 2021 Q4 filed Aug. 16, 2024
Td Private Client Wealth 2022 Q1 filed Aug. 16, 2024
Td Private Client Wealth 2022 Q2 filed Aug. 16, 2024
Td Private Client Wealth 2022 Q3 filed Aug. 16, 2024
Td Private Client Wealth 2022 Q4 filed Aug. 16, 2024
Td Private Client Wealth 2023 Q1 filed Aug. 16, 2024
Td Private Client Wealth 2023 Q2 filed Aug. 16, 2024

View all past filings

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