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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, IEFA, SPY, VMBS, GOVT, and represent 26.71% of Td Private Client Wealth's stock portfolio.
Added to shares of these 10 stocks: SPMO (+$30M), SPLG (+$19M), IEFA (+$18M), IGIB (+$18M), VMBS (+$16M), DGRO (+$13M), VGSH (+$12M), VOOG (+$11M), GOVT (+$7.3M), TLT (+$6.6M).
Started 173 new stock positions in TNET, GKOS, VIAV, FMDE, NMR, SG, BHVN, CIEN, ARWR, LLYVK.
Reduced shares in these 10 stocks: SPY (-$15M), SCHD (-$5.6M), AVGO, IUSV, IWF, JPM, IVW, LAZ, KVUE, CRM.
Sold out of its positions in AMR, ANSS, BMRN, CHX, CCOI, CXT, EPC, FMC, FLO, GMED.
Td Private Client Wealth was a net buyer of stock by $160M.
Td Private Client Wealth has $4.4B in assets under management (AUM), dropping by 9.06%.
Central Index Key (CIK): 0001551017

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Portfolio Holdings for Td Private Client Wealth

Td Private Client Wealth holds 1535 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Td Private Client Wealth has 1535 total positions. Only the first 250 positions are shown.

Sign up to view all of the Td Private Client Wealth Sept. 30, 2025 positions
Download the Td Private Client Wealth September 2025 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)	8.0	$357M	+5%	4.6M	78.34	View chart
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)	5.6	$249M	+7%	2.9M	87.31	View chart
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	4.8	$215M	-6%	322k	666.18	View chart
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)	4.7	$210M	+7%	4.5M	46.96	View chart
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)	3.5	$155M	+4%	6.7M	23.12	View chart
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)	2.3	$102M	+14%	1.5M	68.08	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	2.3	$101M	+12%	232k	435.46	View chart
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)	2.3	$100M		463k	215.79	View chart
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)	2.2	$96M	+22%	1.8M	54.09	View chart
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)	2.1	$95M	+14%	1.6M	58.85	View chart
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)	2.1	$94M	+7%	451k	209.34	View chart
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)	1.7	$77M	+3%	930k	82.96	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$63M		121k	517.95	View chart
ISHARES TR 20Plus YR TREAS BD ETF Exchange Traded Fund (TLT)	1.3	$57M	+13%	633k	89.37	View chart
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)	1.2	$53M	+6%	664k	79.93	View chart
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)	1.2	$52M	-2%	785k	65.92	View chart
Nvidia Corp Common Stock (NVDA)	1.2	$51M	+11%	274k	186.58	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Fund (EFA)	1.1	$50M	+13%	537k	93.37	View chart
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)	1.1	$49M	+15%	410k	119.51	View chart
Ishares Tr Core U S Aggregate Bd Etf Exchange Traded Fund (AGG)	1.1	$47M	+14%	473k	100.25	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.0	$47M		76k	612.38	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	1.0	$46M		77k	600.37	View chart
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.0	$45M	-8%	97k	468.41	View chart
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)	0.9	$42M	-6%	63k	669.30	View chart
Ishares Tr 1-5 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGSB)	0.9	$38M	+18%	718k	53.03	View chart
Vanguard Index Fds Vanguard Value Etf Exchange Traded Fund (VTV)	0.8	$36M		194k	186.49	View chart
Invesco Exchange-traded Fd Tr Ii S&p 500 Momentum Etf Exchange Traded Fund (SPMO)	0.8	$36M	+460%	297k	121.06	View chart
Amazon Common Stock (AMZN)	0.8	$35M	-3%	157k	219.57	View chart
Vanguard Index Fds Vanguard Growth Etf Exchange Traded Fund (VUG)	0.7	$32M	-8%	67k	479.61	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.7	$30M		41k	734.38	View chart
Apple Common Stock (AAPL)	0.7	$30M		118k	254.63	View chart
Ishares Tr S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.7	$30M	-11%	245k	120.72	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.6	$27M	-12%	85k	315.43	View chart
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Exchange Traded Fund (VCIT)	0.6	$26M	+12%	303k	84.11	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Exchange Tra.. (VONG)	0.6	$25M	-5%	207k	120.50	View chart
Ishares Tr Iboxx Usd Invt Grade Corp Bd Etf Exchange Traded Fund (LQD)	0.5	$23M	+2%	210k	111.47	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	0.5	$23M	+11%	94k	243.10	View chart
Schwab Strategic Tr Us Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.5	$22M	+2%	703k	31.91	View chart
Ishares Tr Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.5	$22M	-5%	341k	65.26	View chart
Schwab Strategic Tr Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.5	$22M	-20%	798k	27.30	View chart
Ishares Tr Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.5	$22M	-5%	107k	203.59	View chart
Ishares Tr S&p 500 Value Etf Exchange Traded Fund (IVE)	0.4	$20M		96k	206.51	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.4	$20M	+16%	67k	293.74	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.4	$19M	+2%	52k	355.47	View chart
Broadcom Common Stock (AVGO)	0.4	$18M	-20%	56k	329.91	View chart
Abbvie Common Stock (ABBV)	0.4	$18M	-2%	78k	231.54	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Exchange-traded Exchange Traded Fund (HYS)	0.4	$17M	+14%	182k	95.68	View chart
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Exchange Traded Fund (BSV)	0.4	$17M	+3%	214k	78.91	View chart
Philip Morris Intl Common Stock (PM)	0.4	$16M	-6%	97k	162.20	View chart
Ishares Tr Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.3	$15M	-6%	129k	118.83	View chart
Ishares Tr Intl Select Divid Etf Index Exchange Traded Fund (IDV)	0.3	$15M	+33%	414k	36.55	View chart
Ishares Tr Russell 1000 Etf Exchange Traded Fund (IWB)	0.3	$15M	+13%	40k	365.48	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.3	$15M	+45%	60k	241.96	View chart
Vanguard Index Fds Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.3	$14M	+5%	54k	254.28	View chart
Chevron Corp Common Stock (CVX)	0.3	$13M	+8%	87k	155.29	View chart
Spdr Ser Tr S&p Divid Etf Exchange Traded Fund (SDY)	0.3	$13M	-4%	93k	140.05	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Exchange Traded Fund (IEF)	0.3	$13M	+2%	135k	96.46	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$12M	+3%	67k	185.42	View chart
Mastercard Inc Cl A Common Stock (MA)	0.3	$12M		21k	568.80	View chart
Spdr Ser Tr Nuveen Bloomberg Short Term Mun Bd Etf Exchange Traded Fund (SHM)	0.3	$12M		246k	48.22	View chart
Vanguard Bd Index Fds Vanguard Intermediate Term Bd Etf Exchange Traded Fund (BIV)	0.3	$12M	-9%	152k	78.09	View chart
Ishares Tr Core S&p U S Value Etf Exchange Traded Fund (IUSV)	0.3	$12M	-26%	117k	99.95	View chart
Dbx Etf Tr X Trackers Usd High Yield Corp Bf Etf Exchange Traded Fund (HYLB)	0.3	$12M	+22%	310k	37.11	View chart
Vanguard Bd Index Fds Vanguard Long Term Bd Etf Exchange Traded Fund (BLV)	0.3	$11M	+3%	159k	70.85	View chart
Ishares Tr Short-term Natl Mun Bd Etf Exchange Traded Fund (SUB)	0.3	$11M	+18%	104k	106.78	View chart
Vanguard Bd Index Fds Vanguard Total Bd Market Etf Exchange Traded Fund (BND)	0.2	$11M		148k	74.37	View chart
Prologis Common Stock (PLD)	0.2	$11M	+10%	92k	114.52	View chart
Vanguard World Fds Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.2	$10M	-5%	14k	746.63	View chart
Medtronic Plc Shs Isin#ie00btn1y115 Common Stock (MDT)	0.2	$10M	-9%	106k	95.24	View chart
Verizon Communications Common Stock (VZ)	0.2	$9.7M	-19%	221k	43.95	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$9.4M	+48%	113k	83.82	View chart
Ishares Tr Core S&p U S Growth Etf Exchange Traded Fund (IUSG)	0.2	$9.3M	+2%	57k	164.54	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.2	$9.2M	+7%	65k	142.10	View chart
Spdr Ser Tr Nuveen Bloomberg Mun Bd Etf Exchange Traded Fund (TFI)	0.2	$9.0M	+30%	199k	45.57	View chart
Netflix Common Stock (NFLX)	0.2	$8.8M	-6%	7.4k	1198.93	View chart
Cvs Health Corp Common Stock (CVS)	0.2	$8.8M	+17%	117k	75.39	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.2	$8.7M	+15%	36k	243.55	View chart
Vanguard Whitehall Fds Emerging Mkt Govt Bd Index Fd Etf Cl Exchange Traded Fund (VWOB)	0.2	$8.5M	-15%	126k	66.90	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.2	$8.4M	-2%	68k	123.75	View chart
American Elec Pwr Common Stock (AEP)	0.2	$8.2M	-7%	73k	112.50	View chart
Bank Amer Corp Common Stock (BAC)	0.2	$8.1M		158k	51.59	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Exchange Traded Fund (VTEB)	0.2	$8.0M	+4%	160k	50.07	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Common Stock Adr (TSM)	0.2	$8.0M	+7%	29k	279.29	View chart
Visa Inc Com Cl A Common Stock (V)	0.2	$7.9M	-21%	23k	341.38	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.2	$7.8M	-8%	16k	502.73	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$7.7M	+6%	68k	112.75	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Exchange Traded Fund (VTI)	0.2	$7.6M	+19%	23k	328.17	View chart
Amgen Common Stock (AMGN)	0.2	$7.4M	+2%	26k	282.21	View chart
Gilead Sciences Common Stock (GILD)	0.2	$7.2M	+46%	65k	111.00	View chart
Rtx Corp Common Stock (RTX)	0.2	$7.1M	-11%	43k	167.33	View chart
Us Bancorp Del Common Stock (USB)	0.2	$6.8M	-29%	142k	48.33	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$6.8M	+7%	55k	123.75	View chart
Cisco Sys Common Stock (CSCO)	0.2	$6.8M	-2%	100k	68.42	View chart
Walmart Common Stock (WMT)	0.2	$6.7M	-27%	65k	103.06	View chart
Tesla Common Stock (TSLA)	0.1	$6.7M	+2%	15k	444.73	View chart
Enbridge Inc Com Isin#ca29250n1050 Common Stock (ENB)	0.1	$6.6M	+13%	130k	50.47	View chart
Home Depot Common Stock (HD)	0.1	$6.4M	-7%	16k	405.19	View chart
Nextera Energy Common Stock (NEE)	0.1	$6.4M	-11%	84k	75.49	View chart
British Amern Tob Plc Sponsored Adr Isin#us1104481072 Common Stock Adr (BTI)	0.1	$6.3M	+12%	119k	53.08	View chart
Ishares Tr Natl Mun Bd Etf Exchange Traded Fund (MUB)	0.1	$6.3M	-28%	59k	106.49	View chart
At&t Common Stock (T)	0.1	$6.3M	+35%	223k	28.24	View chart
Select Sector Spdr Tr Financial Exchange Traded Fund (XLF)	0.1	$6.3M	+545%	117k	53.87	View chart
Ishares Tr Short Treas Bd Etf Exchange Traded Fund (SHV)	0.1	$6.3M		57k	110.49	View chart
Wisdomtree Tr Emerging Mkts High Divid Exchange Traded Fund (DEM)	0.1	$6.2M	+22%	135k	45.99	View chart
Metlife Common Stock (MET)	0.1	$6.0M	+7%	73k	82.37	View chart
National Grid Plc Spon Adr New 2017 Common Stock Adr (NGG)	0.1	$6.0M	+7%	82k	72.67	View chart
Pfizer Common Stock (PFE)	0.1	$6.0M	+52%	234k	25.48	View chart
Kkr & Co Common Stock (KKR)	0.1	$5.9M		46k	129.95	View chart
Honeywell Intl Common Stock (HON)	0.1	$5.9M	+67%	28k	210.50	View chart
Totalenergies Se Spons Adr Isin#us89151e1091 Common Stock Adr (TTE)	0.1	$5.7M	+16%	96k	59.69	View chart
Cummins Common Stock (CMI)	0.1	$5.7M	-26%	14k	422.37	View chart
Sanofi Spons Adr Isin#us80105n1054 Common Stock Adr (SNY)	0.1	$5.7M	+8%	120k	47.20	View chart
Entergy Corp Common Stock (ETR)	0.1	$5.6M	-10%	60k	93.19	View chart
General Elec Common Stock (GE)	0.1	$5.6M	+17%	19k	300.82	View chart
Emerson Elec Common Stock (EMR)	0.1	$5.5M	-4%	42k	131.18	View chart
Uber Technologies Common Stock (UBER)	0.1	$5.4M	+3%	56k	97.97	View chart
Spdr Ser Tr Bloomberg Barclays Short Term Corporate Bd Etf Exchange Traded Fund (SPSB)	0.1	$5.4M	+27%	180k	30.29	View chart
Analog Devices Common Stock (ADI)	0.1	$5.4M		22k	245.70	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.1	$5.4M	-31%	27k	200.93	View chart
Spotify Technology Sa Registered Shs Isin#lu1778762911 Common Stock (SPOT)	0.1	$5.1M	-29%	7.4k	698.00	View chart
Ge Vernova Common Stock (GEV)	0.1	$5.1M	-25%	8.3k	614.90	View chart
Abbott Labs Common Stock (ABT)	0.1	$5.1M	-2%	38k	133.94	View chart
Pepsico Common Stock (PEP)	0.1	$5.1M	+33%	36k	140.44	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.1	$5.1M	+2%	16k	309.74	View chart
Ishares Tr Russell Mid-cap Growth Etf Exchange Traded Fund (IWP)	0.1	$5.0M	-3%	35k	142.41	View chart
International Business Machs Corp Common Stock (IBM)	0.1	$5.0M	+8%	18k	282.16	View chart
Ishares Tr Russell Mid-cap Etf Exchange Traded Fund (IWR)	0.1	$5.0M	+6%	52k	96.55	View chart
Spdr Ser Tr Bloomberg Short Term High Yield Bd Etf Exchange Traded Fund (SJNK)	0.1	$4.9M	+52%	192k	25.60	View chart
Hasbro Common Stock (HAS)	0.1	$4.8M	-5%	63k	75.85	View chart
Schwab Strategic Tr Us Large-cap Etf Exchange Traded Fund (SCHX)	0.1	$4.8M		181k	26.34	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Exchange Traded Fund (VWO)	0.1	$4.7M		87k	54.18	View chart
Xcel Energy Common Stock (XEL)	0.1	$4.7M	+9%	59k	80.65	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$4.7M	+34%	103k	45.72	View chart
Blackrock Common Stock (BLK)	0.1	$4.7M	-11%	4.0k	1165.91	View chart
Autodesk Common Stock (ADSK)	0.1	$4.7M	+46%	15k	317.67	View chart
Procter & Gamble Common Stock (PG)	0.1	$4.6M	-2%	30k	153.65	View chart
Ishares Tr Iboxx $ High Yield Corp Bd Etf Exchange Traded Fund (HYG)	0.1	$4.6M		57k	81.19	View chart
American Express Common Stock (AXP)	0.1	$4.6M	-2%	14k	332.16	View chart
Firstenergy Corp Common Stock (FE)	0.1	$4.5M	+23%	99k	45.82	View chart
Lilly Eli & Co Common Stock (LLY)	0.1	$4.5M		5.9k	763.06	View chart
Lpl Finl Hldgs Common Stock (LPLA)	0.1	$4.5M	-5%	14k	332.69	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Exchange Traded Fund (VEA)	0.1	$4.5M	+13%	75k	59.92	View chart
Citigroup Common Stock (C)	0.1	$4.4M	+3%	44k	101.50	View chart
Arista Networks Common Stock (ANET)	0.1	$4.4M	+192%	30k	145.71	View chart
Applied Matls Common Stock (AMAT)	0.1	$4.3M	+15%	21k	204.74	View chart
Morgan Stanley Common Stock (MS)	0.1	$4.3M	-28%	27k	158.96	View chart
Linde Plc New Shs Isin#ie000s9ys762 Common Stock (LIN)	0.1	$4.3M	-37%	9.1k	475.03	View chart
Cadence Design Sys Common Stock (CDNS)	0.1	$4.3M	+15%	12k	351.26	View chart
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)	0.1	$4.3M	-7%	15k	281.86	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$4.3M		20k	212.58	View chart
Microchip Technology Common Stock (MCHP)	0.1	$4.2M	+258%	66k	64.22	View chart
Intuit Common Stock (INTU)	0.1	$4.2M		6.2k	682.91	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$4.1M		131k	31.42	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 Common Stock (ETN)	0.1	$4.1M	+2%	11k	374.25	View chart
Wec Energy Group Common Stock (WEC)	0.1	$4.1M	+18%	36k	114.59	View chart
Huntington Bancshares Common Stock (HBAN)	0.1	$3.9M	+6%	228k	17.27	View chart
Realty Income Corp Common Stock (O)	0.1	$3.9M	+9%	65k	60.79	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.1	$3.9M	+344%	63k	62.47	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$3.9M		40k	97.63	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$3.8M	-5%	13k	303.89	View chart
Vici Pptys Common Stock (VICI)	0.1	$3.8M	-5%	117k	32.61	View chart
GSK Common Stock Adr (GSK)	0.1	$3.8M	+11%	87k	43.16	View chart
Coca Cola Common Stock (KO)	0.1	$3.7M	-39%	57k	66.32	View chart
Invesco Exchange-traded Fd Tr Ii Natl Amt-free Mun Bd Etf Exchange Traded Fund (PZA)	0.1	$3.7M	+69%	162k	23.09	View chart
Trane Technologies Plc Shs Isin#ie00bk9zq967 Common Stock (TT)	0.1	$3.7M	+4%	8.8k	421.96	View chart
O Reilly Automotive Common Stock (ORLY)	0.1	$3.7M	+11%	35k	107.81	View chart
Interactive Brokers Group Inc Cl A - Common Stock (IBKR)	0.1	$3.7M	-10%	54k	68.81	View chart
Schwab Charles Corp Common Stock (SCHW)	0.1	$3.7M	+4%	39k	95.47	View chart
Snap On Common Stock (SNA)	0.1	$3.7M	-4%	11k	346.53	View chart
Kla Corp Common Stock (KLAC)	0.1	$3.7M	-15%	3.4k	1078.60	View chart
Toro Common Stock (TTC)	0.1	$3.6M	+14306%	48k	76.20	View chart
Spdr Ser Tr Spdr Bloomberg 1-3 Mnth T Bill Etf Exchange Traded Fund (BIL)	0.1	$3.6M	+8%	39k	91.75	View chart
Columbia Bkg Sys Common Stock (COLB)	0.1	$3.6M	+1401%	139k	25.74	View chart
Vanguard Scottsdale Fds Vanguard Inter-term Treas Index Exchange Traded Fund (VGIT)	0.1	$3.5M		59k	60.03	View chart
Oracle Corp Common Stock (ORCL)	0.1	$3.5M	-16%	13k	281.24	View chart
Union Pac Corp Common Stock (UNP)	0.1	$3.5M	-33%	15k	236.37	View chart
Micron Technology Common Stock (MU)	0.1	$3.5M	+4%	21k	167.32	View chart
Spdr Index Shs Fds Msci Acwi Ex-us Etf Exchange Traded Fund (CWI)	0.1	$3.5M	+7%	100k	34.92	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Value Index Fd Etf Exchange Traded Fund (VONV)	0.1	$3.4M	+25%	39k	89.37	View chart
Bank Of Montreal Common Stock (BMO)	0.1	$3.4M	+9%	26k	130.25	View chart
Howmet Aerospace Common Stock (HWM)	0.1	$3.4M		17k	196.23	View chart
Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf Exchange Traded Fund (VEU)	0.1	$3.4M	-14%	48k	71.37	View chart
Vanguard World Fd Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.1	$3.4M		8.4k	402.42	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$3.4M	+48%	6.8k	499.21	View chart
Disney Walt Co Disney Common Stock (DIS)	0.1	$3.4M	-6%	29k	114.50	View chart
Tc Energy Corporation Registered Shs Isin#ca87807b1076 Common Stock (TRP)	0.1	$3.3M	+8%	61k	54.39	View chart
Equifax Common Stock (EFX)	0.1	$3.3M	+25%	13k	256.53	View chart
Paychex Common Stock (PAYX)	0.1	$3.3M	-11%	26k	126.76	View chart
Ishares Tr Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.1	$3.3M	+24%	49k	67.83	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$3.2M	-19%	6.6k	491.25	View chart
Vanguard Index Fds Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$3.2M	+42%	10k	307.87	View chart
Kimberly-clark Corp Common Stock (KMB)	0.1	$3.2M	+62%	25k	124.34	View chart
Markel Group Common Stock (MKL)	0.1	$3.1M	-2%	1.6k	1911.36	View chart
Hca Healthcare Common Stock (HCA)	0.1	$3.1M		7.3k	426.20	View chart
Amcor Plc Registered Shs Isin#je00bj1f3079 Common Stock (AMCR)	0.1	$3.1M	+179%	378k	8.18	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$3.1M	+2%	18k	168.48	View chart
Allegion Pub Ltd Co Ord Shs Isin#ie00bfrt3w74 Common Stock (ALLE)	0.1	$3.0M	-20%	17k	177.35	View chart
Colgate Palmolive Common Stock (CL)	0.1	$2.9M	+1485%	37k	79.94	View chart
Ppl Corp Common Stock (PPL)	0.1	$2.9M	+5%	78k	37.16	View chart
United Rentals Common Stock (URI)	0.1	$2.8M	-5%	3.0k	954.66	View chart
Cheniere Energy Common Stock (LNG)	0.1	$2.8M	-24%	12k	234.98	View chart
Pinnacle West Cap Corp Common Stock (PNW)	0.1	$2.8M	+1151%	31k	89.66	View chart
Nutrien Ltd Registered Shs Isin#ca67077m1086 Common Stock (NTR)	0.1	$2.8M	-14%	47k	58.75	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$2.8M	-2%	3.5k	796.31	View chart
Berkley W R Corp Common Stock (WRB)	0.1	$2.8M	-10%	36k	76.62	View chart
Ishares Tr Core S&p Total U S Stk Mkt Etf Exchange Traded Fund (ITOT)	0.1	$2.7M	+11%	19k	145.65	View chart
Shell Plc Sponsored Adr Repstg Ord Sh Isin#us7802593050 Common Stock Adr (SHEL)	0.1	$2.7M	+24%	38k	71.53	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$2.7M	-4%	3.6k	758.15	View chart
Vanguard Malvern Fds Short-term Inflation Protected Secs Index Fd Etf Exchange Traded Fund (VTIP)	0.1	$2.7M	+5%	53k	50.63	View chart
Ishares Tr S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.1	$2.6M	-8%	19k	141.50	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$2.6M	+4%	7.5k	345.31	View chart
Ss&c Technologies Hldgs Common Stock (SSNC)	0.1	$2.6M		29k	88.76	View chart
Becton Dickinson & Co Common Stock (BDX)	0.1	$2.6M	+88%	14k	187.17	View chart
Ishares Tr Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.1	$2.5M	+8%	22k	113.88	View chart
Select Sector Spdr Tr Utils Exchange Traded Fund (XLU)	0.1	$2.5M	+8%	29k	87.21	View chart
Cme Group Common Stock (CME)	0.1	$2.5M	+118%	9.1k	270.19	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$2.4M	+3%	5.0k	485.01	View chart
Bentley Sys Inc Cl B Common Stock (BSY)	0.1	$2.4M	-13%	47k	51.48	View chart
Bp Plc Spons Common Stock Adr (BP)	0.1	$2.4M	+20%	70k	34.46	View chart
Tjx Cos Common Stock (TJX)	0.1	$2.4M		16k	144.54	View chart
L3harris Technologies Common Stock (LHX)	0.1	$2.4M	-24%	7.8k	305.40	View chart
Salesforce Common Stock (CRM)	0.1	$2.4M	-59%	9.9k	236.99	View chart
Zurn Elkay Wtr Solutions Corp Common Stock (ZWS)	0.1	$2.3M	-8%	50k	47.03	View chart
Ishares Silver Tr Ishares Exchange Traded Fund (SLV)	0.1	$2.3M	+10%	54k	42.37	View chart
Cbre Group Inc Cl A Common Stock (CBRE)	0.1	$2.3M	+12%	15k	157.56	View chart
Costco Whsl Corp Common Stock (COST)	0.1	$2.2M	-15%	2.4k	925.78	View chart
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Exchange Traded Fund (MDY)	0.0	$2.2M	-12%	3.7k	596.03	View chart
Rollins Common Stock (ROL)	0.0	$2.2M	-9%	37k	58.74	View chart
Teledyne Technologies Common Stock (TDY)	0.0	$2.2M	-11%	3.7k	586.04	View chart
Stryker Corp Common Common Stock (SYK)	0.0	$2.1M		5.8k	369.67	View chart
Vanguard Admiral Fds Inc S&p 500 Value Index Fd Etf Exchange Traded Fund (VOOV)	0.0	$2.1M	+6%	11k	199.48	View chart
Vanguard Index Fds Vanguard Small-cap Value Etf Exchange Traded Fund (VBR)	0.0	$2.1M	+2%	10k	208.71	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.0	$2.1M	+4%	29k	72.77	View chart
Spdr Ser Tr Bloomberg Barclays Inter Term Corporate Bd Etf Exchange Traded Fund (SPIB)	0.0	$2.1M	+15%	62k	33.89	View chart
Vanguard Index Fds Real Estate Index Fd Etf Exchange Traded Fund (VNQ)	0.0	$2.1M	-4%	23k	91.42	View chart
Merck & Co Common Stock (MRK)	0.0	$2.1M	-61%	25k	83.93	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$2.0M	-10%	7.0k	293.50	View chart
Hershey Common Stock (HSY)	0.0	$2.0M	+4700%	11k	187.05	View chart
Conocophillips Common Stock (COP)	0.0	$2.0M	+2%	22k	94.59	View chart
Crh Plc Shs Isin#ie0001827041 Common Stock (CRH)	0.0	$2.0M	+3%	17k	119.90	View chart
Alexandria Real Estate Equities Common Stock (ARE)	0.0	$2.0M	+11%	24k	83.34	View chart
Booking Hldgs Common Stock (BKNG)	0.0	$2.0M	-5%	372.00	5399.27	View chart
Diageo Plc Sponsored Adr New Isin#us25243q2057 Common Stock Adr (DEO)	0.0	$2.0M	+10%	21k	95.43	View chart
Universal Display Corp Common Stock (OLED)	0.0	$2.0M	-10%	14k	143.63	View chart
Hewlett Packard Enterprise Common Stock (HPE)	0.0	$2.0M	+35%	80k	24.56	View chart
Phillips 66 Common Stock (PSX)	0.0	$1.9M	-37%	14k	136.02	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$1.9M	-36%	4.3k	447.23	View chart
Spdr Index Shs Fds S&p Emerging Mkts Etf Exchange Traded Fund (SPEM)	0.0	$1.9M		41k	46.81	View chart
Progressive Corp Oh Common Stock (PGR)	0.0	$1.9M	-32%	7.7k	246.96	View chart
Servicenow Common Stock (NOW)	0.0	$1.9M	-44%	2.0k	920.28	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 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
Td Private Client Wealth 2022 Q2 filed Aug. 16, 2024

View all past filings

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