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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 SPYM, IEFA, VMBS, SPY, GOVT, and represent 27.50% of Td Private Client Wealth's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$29M), IEFA (+$25M), VMBS (+$23M), GOVT (+$18M), IGIB (+$16M), DGRO (+$15M), VXF (+$14M), VOOG (+$11M), VGSH (+$10M), IWD (+$10M).
Started 203 new stock positions in FRSH, VC, CAE, TOWN, CRCL, CNM, SOLS, DSGR, ADC, IOVA.
Reduced shares in these 10 stocks: SPY (-$9.3M), , META, QQQ, VZ, JNJ, VCSH, GLD, ABBV, V.
Sold out of its positions in ACVA, AMC, ASO, ACI, OKLO, AWR, AIV, ASH, ASPN, ATAT.
Td Private Client Wealth was a net buyer of stock by $211M.
Td Private Client Wealth has $4.7B in assets under management (AUM), dropping by 5.74%.
Central Index Key (CIK): 0001551017

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Portfolio Holdings for Td Private Client Wealth

Td Private Client Wealth holds 1632 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Td Private Client Wealth has 1632 total positions. Only the first 250 positions are shown.

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Download the Td Private Client Wealth December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr State Str Spdr Port S&p 500 Etf Exchange Traded Fund (SPYM)	8.4	$395M	+7%	4.9M	80.22	View chart
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)	6.0	$280M	+9%	3.1M	89.46	View chart
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)	5.0	$234M	+10%	5.0M	47.08	View chart
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	4.5	$210M	-4%	309k	681.92	View chart
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)	3.7	$172M	+11%	7.5M	23.02	View chart
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)	2.5	$120M	+14%	1.7M	69.42	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	2.4	$114M	+10%	257k	444.59	View chart
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)	2.4	$112M	+16%	2.1M	53.88	View chart
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)	2.3	$108M	+14%	517k	209.12	View chart
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)	2.2	$105M	+10%	1.8M	58.73	View chart
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)	2.2	$103M		469k	219.78	View chart
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)	1.6	$75M	-2%	909k	82.82	View chart
ISHARES TR 20plus YR TREAS BD ETF Exchange Traded Fund (TLT)	1.3	$61M	+10%	701k	87.16	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$59M		121k	483.62	View chart
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)	1.2	$57M	+7%	845k	67.22	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Fund (EFA)	1.1	$53M	+2%	552k	96.03	View chart
Nvidia Corp Common Stock (NVDA)	1.1	$53M	+3%	284k	186.50	View chart
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)	1.1	$51M	-4%	633k	79.73	View chart
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)	1.1	$49M		414k	119.35	View chart
Ishares Tr Core U S Aggregate Bd Etf Exchange Traded Fund (AGG)	1.0	$49M	+3%	492k	99.88	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.0	$48M		77k	627.13	View chart
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.0	$47M	+3%	100k	473.30	View chart
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)	1.0	$45M	+4%	66k	684.94	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	0.9	$43M	-8%	70k	614.31	View chart
Ishares Tr 1-5 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGSB)	0.9	$43M	+13%	815k	52.88	View chart
Invesco Exchange-traded Fd Tr Ii S&p 500 Momentum Etf Exchange Traded Fund (SPMO)	0.9	$41M	+14%	340k	119.32	View chart
Vanguard Index Fds Vanguard Value Etf Exchange Traded Fund (VTV)	0.8	$38M		196k	190.99	View chart
Amazon Common Stock (AMZN)	0.8	$36M		156k	230.82	View chart
Apple Common Stock (AAPL)	0.7	$34M	+6%	126k	271.86	View chart
Ishares Tr Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.7	$33M	+46%	156k	210.34	View chart
Vanguard Index Fds Vanguard Growth Etf Exchange Traded Fund (VUG)	0.7	$31M	-3%	64k	487.86	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	0.6	$30M	+3%	97k	313.00	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Exchange Tra.. (VONG)	0.6	$29M	+16%	241k	121.75	View chart
Ishares Tr S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.6	$28M	-6%	229k	123.26	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.6	$28M	+44%	97k	290.22	View chart
Schwab Strategic Tr Us Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.6	$28M	+20%	845k	32.62	View chart
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Exchange Traded Fund (VCIT)	0.6	$27M	+6%	324k	83.75	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.6	$27M		84k	322.22	View chart
Ishares Tr Iboxx Usd Invt Grade Corp Bd Etf Exchange Traded Fund (LQD)	0.5	$24M	+2%	215k	110.19	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.5	$23M	-15%	35k	660.09	View chart
Broadcom Common Stock (AVGO)	0.5	$23M	+16%	65k	346.10	View chart
Ishares Tr Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.5	$22M	-3%	329k	66.00	View chart
Schwab Strategic Tr Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.4	$20M	-6%	744k	27.43	View chart
Ishares Tr S&p 500 Value Etf Exchange Traded Fund (IVE)	0.4	$19M	-6%	90k	212.07	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Exchange-traded Exchange Traded Fund (HYS)	0.4	$19M	+9%	199k	94.82	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.4	$18M	-11%	46k	396.31	View chart
Ishares Tr Intl Select Divid Etf Index Exchange Traded Fund (IDV)	0.4	$18M	+11%	460k	39.45	View chart
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Exchange Traded Fund (BSV)	0.4	$17M		217k	78.81	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.4	$17M	+14%	69k	246.16	View chart
Abbvie Common Stock (ABBV)	0.3	$16M	-12%	68k	228.49	View chart
Ishares Tr Russell 1000 Etf Exchange Traded Fund (IWB)	0.3	$15M		40k	373.44	View chart
Vanguard Index Fds Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.3	$15M	+4%	57k	257.95	View chart
Philip Morris Intl Common Stock (PM)	0.3	$15M	-6%	90k	160.40	View chart
Ishares Tr Short-term Natl Mun Bd Etf Exchange Traded Fund (SUB)	0.3	$14M	+26%	132k	106.70	View chart
Ishares Tr Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.3	$14M	-9%	117k	120.18	View chart
Dbx Etf Tr X Trackers Usd High Yield Corp Bf Etf Exchange Traded Fund (HYLB)	0.3	$14M	+21%	377k	36.83	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Exchange Traded Fund (IEF)	0.3	$13M	+2%	137k	96.16	View chart
Chevron Corp Common Stock (CVX)	0.3	$12M	-7%	80k	152.41	View chart
Vanguard Bd Index Fds Vanguard Intermediate Term Bd Etf Exchange Traded Fund (BIV)	0.3	$12M	+2%	156k	77.88	View chart
Mastercard Inc Cl A Common Stock (MA)	0.3	$12M		21k	570.87	View chart
Vanguard Bd Index Fds Vanguard Long Term Bd Etf Exchange Traded Fund (BLV)	0.2	$12M	+5%	168k	69.52	View chart
Spdr Ser Tr State Street Spdr S&p Divid Etf Exchange Traded Fund (SDY)	0.2	$12M	-10%	83k	139.16	View chart
Spdr Ser Tr State Street Spdr Nuveen Bloomberg Short Term Mun Bd Etf Exchange Traded Fund (SHM)	0.2	$11M	-3%	238k	47.99	View chart
Spdr Ser Tr State Street Spdr Nuveen Bloomberg Mun Bd Etf Exchange Traded Fund (TFI)	0.2	$11M	+24%	247k	45.71	View chart
Vanguard Bd Index Fds Vanguard Total Bd Market Etf Exchange Traded Fund (BND)	0.2	$11M	+2%	152k	74.07	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$11M	-18%	54k	206.95	View chart
Prologis Common Stock (PLD)	0.2	$11M	-5%	87k	127.66	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.2	$11M	-2%	35k	313.80	View chart
Ishares Tr Core S&p U S Value Etf Exchange Traded Fund (IUSV)	0.2	$11M	-10%	105k	102.54	View chart
Medtronic Plc Shs Isin#ie00btn1y115 Common Stock (MDT)	0.2	$10M		108k	96.06	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$10M		111k	93.20	View chart
Gilead Sciences Common Stock (GILD)	0.2	$10M	+27%	83k	122.74	View chart
Vanguard World Fds Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.2	$10M		14k	753.78	View chart
Ishares Tr Core S&p U S Growth Etf Exchange Traded Fund (IUSG)	0.2	$9.5M		57k	167.94	View chart
Vanguard Whitehall Fds Emerging Mkt Govt Bd Index Fd Etf Cl Exchange Traded Fund (VWOB)	0.2	$9.4M	+10%	139k	67.43	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.2	$9.0M		64k	141.14	View chart
Cvs Health Corp Common Stock (CVS)	0.2	$8.8M	-4%	111k	79.36	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Common Stock Adr (TSM)	0.2	$8.7M		29k	303.89	View chart
Bank Amer Corp Common Stock (BAC)	0.2	$8.6M		157k	55.00	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Value Index Fd Etf Exchange Traded Fund (VONV)	0.2	$8.6M	+141%	93k	92.30	View chart
Ishares Tr Natl Mun Bd Etf Exchange Traded Fund (MUB)	0.2	$8.4M	+31%	78k	107.11	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Exchange Traded Fund (VTEB)	0.2	$8.3M	+3%	165k	50.29	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.2	$8.2M	+5%	16k	502.64	View chart
Cisco Sys Common Stock (CSCO)	0.2	$8.1M	+5%	105k	77.03	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$7.8M	-5%	65k	120.34	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.2	$7.6M	-16%	56k	135.14	View chart
Rtx Corp Common Stock (RTX)	0.2	$7.6M	-2%	41k	183.40	View chart
Amgen Common Stock (AMGN)	0.2	$7.5M	-13%	23k	327.32	View chart
Wisdomtree Tr Emerging Mkts High Divid Exchange Traded Fund (DEM)	0.2	$7.5M	+18%	160k	46.71	View chart
Us Bancorp Del Common Stock (USB)	0.2	$7.1M	-6%	133k	53.36	View chart
Ishares Tr Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.2	$7.1M	+103%	99k	71.41	View chart
Tesla Common Stock (TSLA)	0.1	$6.9M	+3%	15k	449.73	View chart
Cummins Common Stock (CMI)	0.1	$6.9M		14k	510.45	View chart
Walmart Common Stock (WMT)	0.1	$6.8M	-5%	61k	111.41	View chart
American Elec Pwr Common Stock (AEP)	0.1	$6.8M	-19%	59k	115.31	View chart
Ishares Tr Russell Mid-cap Growth Etf Exchange Traded Fund (IWP)	0.1	$6.7M	+38%	49k	136.94	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Exchange Traded Fund (VTI)	0.1	$6.6M	-14%	20k	335.27	View chart
Nextera Energy Common Stock (NEE)	0.1	$6.6M	-3%	82k	80.28	View chart
British Amern Tob Plc Sponsored Adr Isin#us1104481072 Common Stock Adr (BTI)	0.1	$6.4M	-4%	114k	56.62	View chart
Select Sector Spdr Tr State Street Finl Select Sector Spdr Etf Exchange Traded Fund (XLF)	0.1	$6.4M		116k	54.77	View chart
Vanguard Index Fds Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$6.3M	+92%	20k	314.80	View chart
Spdr Ser Tr State Str Spdr Portfolio Short Term Corporate Bd Etf Exchange Traded Fund (SPSB)	0.1	$6.1M	+12%	202k	30.20	View chart
Visa Inc Com Cl A Common Stock (V)	0.1	$6.1M	-24%	17k	350.72	View chart
Verizon Communications Common Stock (VZ)	0.1	$6.1M	-32%	149k	40.73	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$6.0M	-6%	52k	117.21	View chart
Lilly Eli & Co Common Stock (LLY)	0.1	$6.0M	-5%	5.6k	1074.77	View chart
National Grid Plc Spon Adr New 2017 Common Stock Adr (NGG)	0.1	$5.9M	-7%	76k	77.35	View chart
Analog Devices Common Stock (ADI)	0.1	$5.9M		22k	271.20	View chart
Spdr Ser Tr State Street Spdr Bloomberg Short Term High Yield Bd Etf Exchange Traded Fund (SJNK)	0.1	$5.9M	+20%	232k	25.32	View chart
Totalenergies Se Shs Isin#fr0000120271 Common Stock (TTE)	0.1	$5.8M	NEW	89k	65.28	View chart
Cme Group Common Stock (CME)	0.1	$5.8M	+132%	21k	273.08	View chart
Metlife Common Stock (MET)	0.1	$5.8M		73k	78.94	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$5.7M	+85%	6.5k	878.97	View chart
Enbridge Inc Com Isin#ca29250n1050 Common Stock (ENB)	0.1	$5.6M	-10%	116k	47.92	View chart
Honeywell Intl Common Stock (HON)	0.1	$5.6M	+2%	29k	195.09	View chart
General Elec Common Stock (GE)	0.1	$5.5M	-2%	18k	308.03	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$5.5M	+89%	9.5k	579.45	View chart
Uber Technologies Common Stock (UBER)	0.1	$5.5M	+20%	67k	81.71	View chart
Entergy Corp Common Stock (ETR)	0.1	$5.4M	-2%	59k	92.43	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Exchange Traded Fund (VEA)	0.1	$5.2M	+11%	84k	62.47	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.1	$5.2M	-6%	25k	208.73	View chart
Ishares Tr Russell Mid-cap Etf Exchange Traded Fund (IWR)	0.1	$5.1M	+2%	53k	96.27	View chart
Hasbro Common Stock (HAS)	0.1	$5.1M		62k	82.00	View chart
Micron Technology Common Stock (MU)	0.1	$5.1M	-15%	18k	285.41	View chart
Schwab Strategic Tr Us Large-cap Etf Exchange Traded Fund (SCHX)	0.1	$5.0M	+2%	187k	26.91	View chart
International Business Machs Corp Common Stock (IBM)	0.1	$5.0M	-4%	17k	296.21	View chart
Home Depot Common Stock (HD)	0.1	$5.0M	-7%	15k	344.10	View chart
Pepsico Common Stock (PEP)	0.1	$4.9M	-4%	35k	143.52	View chart
Sanofi Spons Adr Isin#us80105n1054 Common Stock Adr (SNY)	0.1	$4.9M	-15%	101k	48.46	View chart
Autodesk Common Stock (ADSK)	0.1	$4.8M	+10%	16k	296.01	View chart
Paychex Common Stock (PAYX)	0.1	$4.8M	+64%	43k	112.18	View chart
Citigroup Common Stock (C)	0.1	$4.8M	-6%	41k	116.69	View chart
American Express Common Stock (AXP)	0.1	$4.8M	-6%	13k	369.95	View chart
Abbott Labs Common Stock (ABT)	0.1	$4.6M	-3%	37k	125.29	View chart
At&t Common Stock (T)	0.1	$4.6M	-16%	186k	24.84	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$4.6M	-8%	94k	49.21	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Exchange Traded Fund (VWO)	0.1	$4.6M		86k	53.76	View chart
Pfizer Common Stock (PFE)	0.1	$4.6M	-21%	184k	24.90	View chart
Morgan Stanley Common Stock (MS)	0.1	$4.5M	-6%	26k	177.53	View chart
Emerson Elec Common Stock (EMR)	0.1	$4.5M	-18%	34k	132.72	View chart
Select Sector Spdr Tr State Street Technology Select Sector Spdr Etf Exchange Traded Fund (XLK)	0.1	$4.5M	+105%	32k	143.97	View chart
Spotify Technology Sa Registered Shs Isin#lu1778762911 Common Stock (SPOT)	0.1	$4.5M	+5%	7.8k	580.71	View chart
Kkr & Co Common Stock (KKR)	0.1	$4.4M	-24%	34k	127.48	View chart
Ishares Tr Iboxx $ High Yield Corp Bd Etf Exchange Traded Fund (HYG)	0.1	$4.4M	-4%	54k	80.63	View chart
Ishares Tr 0-1 Yr Treas Bd Etf Exchange Traded Fund (SHV)	0.1	$4.3M	-31%	39k	110.15	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$4.3M	+10%	14k	305.63	View chart
Ishares Inc Msci World Index Exchange Traded Fund (URTH)	0.1	$4.3M	+124%	23k	185.77	View chart
Vanguard Scottsdale Fds Vanguard Inter-term Treas Index Exchange Traded Fund (VGIT)	0.1	$4.2M	+19%	71k	59.93	View chart
Applied Matls Common Stock (AMAT)	0.1	$4.1M	-23%	16k	256.99	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$4.1M	-15%	17k	242.36	View chart
Merck & Co Common Stock (MRK)	0.1	$4.1M	+59%	39k	105.26	View chart
Firstenergy Corp Common Stock (FE)	0.1	$4.1M	-7%	92k	44.77	View chart
Blackrock Common Stock (BLK)	0.1	$4.1M	-5%	3.8k	1070.38	View chart
Arista Networks Common Stock (ANET)	0.1	$4.1M	+3%	31k	131.03	View chart
Microchip Technology Common Stock (MCHP)	0.1	$4.0M	-5%	62k	63.72	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$3.9M	+32%	24k	161.96	View chart
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Exchange Traded Fund (MDY)	0.1	$3.9M	+72%	6.4k	603.28	View chart
Schwab Charles Corp Common Stock (SCHW)	0.1	$3.8M		38k	99.91	View chart
Columbia Bkg Sys Common Stock (COLB)	0.1	$3.8M		136k	27.95	View chart
Spdr Ser Tr State Street Spdr Bloomberg 1-3 Mnth T Bill Etf Exchange Traded Fund (BIL)	0.1	$3.8M	+5%	42k	91.38	View chart
Linde Plc New Shs Isin#ie000s9ys762 Common Stock (LIN)	0.1	$3.8M	-3%	8.8k	426.41	View chart
Procter & Gamble Common Stock (PG)	0.1	$3.7M	-13%	26k	143.31	View chart
Union Pac Corp Common Stock (UNP)	0.1	$3.7M	+7%	16k	231.32	View chart
Spdr Index Shs Fds Msci Acwi Ex-us Etf Exchange Traded Fund (CWI)	0.1	$3.7M	+2%	103k	35.92	View chart
Coca Cola Common Stock (KO)	0.1	$3.7M	-7%	53k	69.91	View chart
Invesco Exchange-traded Fd Tr Ii Natl Amt-free Mun Bd Etf Exchange Traded Fund (PZA)	0.1	$3.7M	-2%	158k	23.19	View chart
Ge Vernova Common Stock (GEV)	0.1	$3.6M	-33%	5.6k	653.57	View chart
Vanguard World Fd Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.1	$3.6M	+4%	8.8k	412.77	View chart
Xcel Energy Common Stock (XEL)	0.1	$3.6M	-16%	49k	73.86	View chart
Howmet Aerospace Common Stock (HWM)	0.1	$3.6M		18k	205.02	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.1	$3.5M	-16%	14k	258.79	View chart
Snap On Common Stock (SNA)	0.1	$3.5M	-4%	10k	344.60	View chart
Markel Group Common Stock (MKL)	0.1	$3.5M		1.6k	2149.65	View chart
GSK Common Stock Adr (GSK)	0.1	$3.5M	-18%	71k	49.04	View chart
Toro Common Stock (TTC)	0.1	$3.5M	-7%	44k	78.72	View chart
Ishares Tr Core S&p Total U S Stk Mkt Etf Exchange Traded Fund (ITOT)	0.1	$3.4M	+24%	23k	148.69	View chart
Cadence Design Sys Common Stock (CDNS)	0.1	$3.4M	-10%	11k	312.58	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$3.4M	-12%	114k	29.89	View chart
Intuit Common Stock (INTU)	0.1	$3.4M	-16%	5.1k	662.42	View chart
Lpl Finl Hldgs Common Stock (LPLA)	0.1	$3.4M	-29%	9.5k	357.17	View chart
Fidelity Covington Tr Enhanced Small Cap Etf Exchange Traded Fund (FESM)	0.1	$3.4M	+675%	90k	37.78	View chart
Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf Exchange Traded Fund (VEU)	0.1	$3.3M	-5%	45k	73.56	View chart
Vanguard Malvern Fds Short-term Inflation Protected Secs Index Fd Etf Exchange Traded Fund (VTIP)	0.1	$3.3M	+26%	67k	49.46	View chart
Wec Energy Group Common Stock (WEC)	0.1	$3.3M	-12%	31k	105.46	View chart
Disney Walt Co Disney Common Stock (DIS)	0.1	$3.3M		29k	113.77	View chart
Netflix Common Stock (NFLX)	0.1	$3.3M	+372%	35k	93.76	View chart
Ishares Silver Tr Ishares Exchange Traded Fund (SLV)	0.1	$3.3M	-7%	51k	64.42	View chart
Hca Healthcare Common Stock (HCA)	0.1	$3.2M	-5%	6.9k	466.86	View chart
Realty Income Corp Common Stock (O)	0.1	$3.1M	-13%	56k	56.37	View chart
O Reilly Automotive Common Stock (ORLY)	0.1	$3.1M		34k	91.21	View chart
Tc Energy Corporation Registered Shs Isin#ca87807b1076 Common Stock (TRP)	0.1	$3.1M	-7%	56k	55.14	View chart
Interactive Brokers Group Inc Cl A - Common Stock (IBKR)	0.1	$3.0M	-12%	47k	64.31	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$3.0M	-20%	32k	95.35	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$3.0M	-5%	3.4k	878.96	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$2.9M	-9%	6.0k	490.34	View chart
Ishares Tr Mbs Etf Exchange Traded Fund (MBB)	0.1	$2.9M	+109%	31k	95.22	View chart
Caterpillar Common Stock (CAT)	0.1	$2.9M	+107%	5.1k	572.92	View chart
Ishares Tr Biotechnology Etf Exchange Traded Fund (IBB)	0.1	$2.9M	+164%	17k	168.77	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$2.9M	-11%	6.0k	483.67	View chart
Becton Dickinson & Co Common Stock (BDX)	0.1	$2.8M	+7%	15k	194.07	View chart
Vici Pptys Common Stock (VICI)	0.1	$2.8M	-14%	100k	28.12	View chart
Shell Plc Sponsored Adr Repstg Ord Sh Isin#us7802593050 Common Stock Adr (SHEL)	0.1	$2.8M		38k	73.48	View chart
Nutrien Ltd Registered Shs Isin#ca67077m1086 Common Stock (NTR)	0.1	$2.8M	-5%	45k	61.81	View chart
Texas Instrs Common Stock (TXN)	0.1	$2.7M	+95%	16k	173.49	View chart
Vaneck Etf Tr Semiconductor Etf Exchange Traded Fund (SMH)	0.1	$2.7M	+120%	7.5k	360.13	View chart
L3harris Technologies Common Stock (LHX)	0.1	$2.7M	+18%	9.2k	293.56	View chart
Vanguard Index Fds Vanguard Small-cap Value Etf Exchange Traded Fund (VBR)	0.1	$2.7M	+22%	13k	211.79	View chart
Ss&c Technologies Hldgs Common Stock (SSNC)	0.1	$2.6M	+3%	30k	87.42	View chart
Kla Corp Common Stock (KLAC)	0.1	$2.6M	-36%	2.1k	1215.08	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.1	$2.6M	-23%	48k	53.83	View chart
Colgate Palmolive Common Stock (CL)	0.1	$2.6M	-11%	33k	79.02	View chart
Ishares Tr Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.1	$2.6M	+2%	22k	113.92	View chart
Tjx Cos Common Stock (TJX)	0.1	$2.5M		17k	153.61	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$2.5M		7.7k	330.12	View chart
Spdr Ser Tr State Street Spdr Bloomberg Barclays 1-3 Yr U S Treas Index Exchange Traded Fund (SPTS)	0.1	$2.5M	+669%	86k	29.28	View chart
Ppl Corp Common Stock (PPL)	0.1	$2.5M	-8%	72k	35.02	View chart
Ishares Tr S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.1	$2.5M	-4%	18k	141.16	View chart
Cardinal Health Common Stock (CAH)	0.1	$2.5M	+12%	12k	205.50	View chart
Shopify Inc Cl A Isin#ca82509l1076 Common Stock (SHOP)	0.1	$2.5M	+219%	15k	160.97	View chart
Monster Beverage Corp Common Stock (MNST)	0.1	$2.5M	+567%	32k	76.67	View chart
Vanguard Admiral Fds Inc S&p 500 Value Index Fd Etf Exchange Traded Fund (VOOV)	0.1	$2.5M	+12%	12k	204.84	View chart
Pinnacle West Cap Corp Common Stock (PNW)	0.1	$2.4M	-11%	28k	88.70	View chart
United Rentals Common Stock (URI)	0.1	$2.4M		3.0k	809.32	View chart
Allegion Pub Ltd Co Ord Shs Isin#ie00bfrt3w74 Common Stock (ALLE)	0.1	$2.4M	-11%	15k	159.22	View chart
Equifax Common Stock (EFX)	0.1	$2.4M	-15%	11k	216.98	View chart
Bp Plc Spons Common Stock Adr (BP)	0.1	$2.4M		68k	34.73	View chart
Bank Of Montreal Common Stock (BMO)	0.1	$2.4M	-30%	18k	129.79	View chart
Cbre Group Inc Cl A Common Stock (CBRE)	0.1	$2.4M		15k	160.79	View chart
Huntington Bancshares Common Stock (HBAN)	0.1	$2.4M	-40%	136k	17.35	View chart
First Ctzns Bancshares Inc Cl A Common Stock (FCNCA)	0.0	$2.3M	+5%	1.1k	2146.18	View chart
Unilever Plc Sponsored Adr New 2025 Isin#us9047678035 Common Stock Adr (UL)	0.0	$2.3M	NEW	36k	65.40	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$2.3M	-4%	4.1k	566.36	View chart
Ishares Tr S&p Midcap 400 Value Etf Exchange Traded Fund (IJJ)	0.0	$2.3M	+27%	17k	131.59	View chart
Vanguard Whitehall Fds Intl High Divid Yield Etf Exchange Traded Fund (VYMI)	0.0	$2.3M	+37%	25k	90.00	View chart
Ishares Inc Msci Bic Etf Exchange Traded Fund (BKF)	0.0	$2.3M	+54%	51k	43.81	View chart
Novartis Common Stock Adr (NVS)	0.0	$2.2M	+13%	16k	137.87	View chart
Spdr Ser Tr State Str Spdr Portfolio Intermediate Term Corporate Exchange Traded Fund (SPIB)	0.0	$2.2M	+7%	66k	33.81	View chart
Select Sector Spdr Tr State Street Utilities Select Sector Spdr Etf Exchange Traded Fund (XLU)	0.0	$2.2M	+80%	51k	42.69	View chart
Cheniere Energy Common Stock (LNG)	0.0	$2.2M	-6%	11k	194.39	View chart
Oracle Corp Common Stock (ORCL)	0.0	$2.2M	-11%	11k	194.91	View chart
Amcor Plc Registered Shs Isin#je00bj1f3079 Common Stock	0.0	$2.2M	-31%	259k	8.34	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$2.1M	+46%	10k	214.16	View chart
Berkley W R Corp Common Stock (WRB)	0.0	$2.1M	-15%	30k	70.12	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.0	$2.1M	-10%	26k	81.17	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$2.1M		2.4k	862.48	View chart
Vanguard Scottsdale Fds Vanguard Long-term Corporate Bond Index Fund Exchange Traded Fund (VCLT)	0.0	$2.1M	+109%	28k	75.85	View chart
Applovin Corp Com Cl A Common Stock (APP)	0.0	$2.1M	+126%	3.1k	673.82	View chart
Trane Technologies Plc Shs Isin#ie00bk9zq967 Common Stock (TT)	0.0	$2.1M	-39%	5.3k	389.20	View chart
Dollar Gen Corp Common Stock (DG)	0.0	$2.0M	+17%	15k	132.77	View chart
Salesforce Common Stock (CRM)	0.0	$2.0M	-24%	7.5k	264.90	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 2025 Q4 filed Feb. 5, 2026
Td Private Client Wealth 2025 Q3 filed Oct. 27, 2025
Td Private Client Wealth 2025 Q2 filed July 15, 2025
Td Private Client Wealth 2025 Q1 filed April 29, 2025
Td Private Client Wealth 2024 Q4 filed Feb. 11, 2025
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

View all past filings

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