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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 SPY, SPLG, VMBS, IEFA, GOVT, and represent 23.17% of Td Private Client Wealth's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$29M), SPLG (+$23M), VMBS (+$21M), IEFA (+$15M), GOVT (+$7.0M), VGSH (+$5.9M), DGRO (+$5.7M), IEI (+$5.5M), VXF (+$5.0M), VIG.
Started 63 new stock positions in CIVI, GEV, SMCI, THC, ZROZ, CWI, HALO, FLO, CACI, EZU.
Reduced shares in these 10 stocks: SPY (-$5.9M), LLY, V, IVW, MSFT, HYLB, ORLY, GOOGL, IVE, MUB.
Sold out of its positions in Akamai Technologies Inc note 0.125% 5/0, AIN, APLS, ARES, AUB, CBU, XRAY, EXG, ETJ, DAVA.
Td Private Client Wealth was a net buyer of stock by $132M.
Td Private Client Wealth has $3.2B in assets under management (AUM), dropping by 4.22%.
Central Index Key (CIK): 0001551017

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Portfolio Holdings for Td Private Client Wealth

Td Private Client Wealth holds 1216 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Td Private Client Wealth has 1216 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	6.2	$196M	-2%	361k	544.22	View chart
Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)	5.7	$181M	+14%	2.8M	64.00	View chart
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)	4.1	$131M	+19%	2.9M	45.40	View chart
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)	3.7	$118M	+14%	1.6M	72.64	View chart
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)	3.5	$110M	+6%	4.9M	22.57	View chart
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)	2.9	$91M	+2%	1.1M	81.65	View chart
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)	2.4	$76M	+6%	418k	182.55	View chart
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)	1.9	$60M	+6%	109k	547.23	View chart
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)	1.9	$60M	+11%	1.0M	57.99	View chart
Microsoft Corp Common Stock (MSFT)	1.7	$54M	-4%	120k	448.14	View chart
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)	1.7	$53M		690k	77.28	View chart
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.5	$48M	+3%	133k	364.51	View chart
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)	1.5	$48M	+11%	284k	168.79	View chart
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)	1.3	$42M	+15%	361k	115.47	View chart
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)	1.3	$42M	+16%	721k	57.61	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	1.3	$41M	+11%	122k	333.45	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	1.3	$40M		84k	479.11	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.2	$38M		77k	500.13	View chart
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)	1.2	$37M	+8%	716k	51.26	View chart
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)	1.1	$35M	-2%	645k	53.53	View chart
Nvidia Corp Common Stock (NVDA)	1.0	$33M	+817%	267k	123.46	View chart
Ishares Tr 10-20 Yr Treas Bd Etf Exchange Traded Fund (TLH)	1.0	$32M	+14%	311k	102.70	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Fund (EFA)	1.0	$32M	+6%	404k	78.33	View chart
Vanguard Index Fds Vanguard Growth Etf Exchange Traded Fund (VUG)	0.9	$30M		81k	374.01	View chart
Vanguard Index Fds Vanguard Value Etf Exchange Traded Fund (VTV)	0.9	$30M	+6%	187k	160.41	View chart
Ishares Tr S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.9	$29M	-8%	315k	92.54	View chart
Amazon Common Stock (AMZN)	0.8	$26M		137k	193.29	View chart
Ishares Tr Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.7	$24M	-2%	405k	58.52	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	0.7	$22M	-8%	118k	182.27	View chart
Apple Common Stock (AAPL)	0.7	$21M	-6%	100k	210.47	View chart
Ishares Tr Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.7	$21M	-4%	119k	174.47	View chart
Schwab Strategic Tr Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.6	$20M	-3%	261k	77.76	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.6	$20M	+17%	40k	504.22	View chart
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Exchange Traded Fund (BSV)	0.6	$19M		247k	76.70	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.6	$19M		93k	202.26	View chart
Ishares Tr Iboxx Usd Invt Grade Corp Bd Etf Exchange Traded Fund (LQD)	0.6	$19M		175k	107.12	View chart
Ishares Tr S&p 500 Value Etf Exchange Traded Fund (IVE)	0.6	$19M	-8%	102k	182.01	View chart
Ishares Tr Core S&p U S Value Etf Exchange Traded Fund (IUSV)	0.6	$18M	+4%	204k	88.13	View chart
Spdr Ser Tr S&p Divid Etf Exchange Traded Fund (SDY)	0.5	$17M	-4%	131k	127.18	View chart
Ishares Tr 1-5 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGSB)	0.5	$17M	+24%	321k	51.24	View chart
Ishares Tr Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.5	$16M	+2%	153k	106.66	View chart
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Exchange Traded Fund (VCIT)	0.5	$16M	+16%	202k	79.93	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Exchange Traded Fund (IEF)	0.5	$16M		168k	93.65	View chart
Chevron Corp Common Stock (CVX)	0.4	$13M	+5%	80k	156.41	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.4	$13M	-2%	62k	202.89	View chart
Abbvie Common Stock (ABBV)	0.4	$12M	+8%	71k	171.52	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.4	$12M	+2%	50k	242.10	View chart
Philip Morris Intl Common Stock (PM)	0.4	$12M	+3%	114k	101.33	View chart
Visa Inc Com Cl A Common Stock (V)	0.4	$11M	-22%	43k	262.27	View chart
Vanguard World Fds Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.3	$11M	-7%	19k	576.59	View chart
Spdr Ser Tr Nuveen Bloomberg Short Term Mun Bd Etf Exchange Traded Fund (SHM)	0.3	$11M	+8%	228k	47.19	View chart
Lilly Eli & Co Common Stock (LLY)	0.3	$11M	-29%	12k	905.38	View chart
Merck & Co Common Stock (MRK)	0.3	$11M	-2%	87k	123.80	View chart
Verizon Communications Common Stock (VZ)	0.3	$11M	+2%	256k	41.24	View chart
Broadcom Common Stock (AVGO)	0.3	$10M	-3%	6.5k	1605.53	View chart
Unitedhealth Group Common Stock (UNH)	0.3	$10M	-2%	20k	509.26	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Exchange-traded Exchange Traded Fund (HYS)	0.3	$10M	+24%	110k	92.70	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Exchange Tra.. (VONG)	0.3	$9.9M	+8%	106k	93.81	View chart
Vanguard Bd Index Fds Vanguard Total Bd Market Etf Exchange Traded Fund (BND)	0.3	$9.8M	+3%	136k	72.05	View chart
Vanguard Bd Index Fds Vanguard Intermediate Term Bd Etf Exchange Traded Fund (BIV)	0.3	$9.7M	+3%	130k	74.89	View chart
Vanguard Whitehall Fds Emerging Mkt Govt Bd Index Fd Etf Cl Exchange Traded Fund (VWOB)	0.3	$9.4M	+11%	150k	62.91	View chart
Ishares Tr Core U S Aggregate Bd Etf Exchange Traded Fund (AGG)	0.3	$9.3M	+17%	96k	97.07	View chart
Ishares Tr Short Treas Bd Etf Exchange Traded Fund (SHV)	0.3	$8.6M	-5%	78k	110.50	View chart
Schwab Strategic Tr Us Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.3	$8.6M	+16%	85k	100.84	View chart
Mastercard Inc Cl A Common Stock (MA)	0.3	$8.0M	+4%	18k	441.16	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.3	$8.0M	-4%	20k	406.80	View chart
Ishares Tr Intl Select Divid Etf Index Exchange Traded Fund (IDV)	0.2	$7.7M	-2%	277k	27.67	View chart
Ishares Tr Russell 1000 Etf Exchange Traded Fund (IWB)	0.2	$7.6M	-5%	26k	297.54	View chart
Amgen Common Stock (AMGN)	0.2	$7.5M	+14%	24k	312.45	View chart
Walmart Common Stock (WMT)	0.2	$7.5M		110k	67.71	View chart
Us Bancorp Del Common Stock (USB)	0.2	$7.4M	+2%	187k	39.70	View chart
Vanguard Bd Index Fds Vanguard Long Term Bd Etf Exchange Traded Fund (BLV)	0.2	$7.4M	+20%	105k	70.29	View chart
Procter & Gamble Common Stock (PG)	0.2	$7.2M	+2%	44k	164.92	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.2	$7.1M	-4%	33k	215.01	View chart
Vanguard Index Fds Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.2	$7.0M	+4%	32k	218.04	View chart
Linde Plc New Shs Isin#ie000s9ys762 Common Stock (LIN)	0.2	$7.0M		16k	438.81	View chart
Nextera Energy Common Stock (NEE)	0.2	$6.8M	+14%	96k	70.81	View chart
American Elec Pwr Common Stock (AEP)	0.2	$6.8M	+10%	77k	87.74	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.2	$6.5M	-3%	35k	183.42	View chart
Spdr Ser Tr Nuveen Bloomberg Mun Bd Etf Exchange Traded Fund (TFI)	0.2	$6.4M	+6%	139k	45.75	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$6.0M	-5%	101k	59.39	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$5.9M		59k	100.23	View chart
Prologis Common Stock (PLD)	0.2	$5.9M	+26%	53k	112.31	View chart
Asml Hldg N V N Y Registry Shs New 2012 Common Stock Adr (ASML)	0.2	$5.9M		5.8k	1022.73	View chart
Intuit Common Stock (INTU)	0.2	$5.9M	-3%	9.0k	657.21	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Exchange Traded Fund (VTEB)	0.2	$5.9M	+5%	117k	50.11	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Exchange Traded Fund (VTI)	0.2	$5.8M	-4%	22k	267.51	View chart
Home Depot Common Stock (HD)	0.2	$5.7M	-2%	16k	344.24	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.2	$5.6M	+11%	142k	39.16	View chart
Kla Corp Common Stock (KLAC)	0.2	$5.5M		6.7k	824.51	View chart
Bank Amer Corp Common Stock (BAC)	0.2	$5.4M	+2%	135k	39.77	View chart
Applied Matls Common Stock (AMAT)	0.2	$5.3M		23k	235.99	View chart
Sanofi Spons Adr Isin#us80105n1054 Common Stock Adr (SNY)	0.2	$5.2M	+4%	108k	48.52	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$5.2M	+4%	11k	467.10	View chart
Cadence Design Sys Common Stock (CDNS)	0.2	$5.1M		17k	307.75	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.2	$5.1M	+2%	20k	259.31	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.2	$5.1M	+3%	33k	155.48	View chart
Rtx Corp Common Stock (RTX)	0.2	$5.1M		50k	100.39	View chart
Coca Cola Common Stock (KO)	0.2	$5.0M		78k	63.65	View chart
Ishares Tr Core S&p U S Growth Etf Exchange Traded Fund (IUSG)	0.2	$4.9M	+18%	39k	127.48	View chart
Ishares Tr Russell Mid-cap Growth Etf Exchange Traded Fund (IWP)	0.2	$4.9M	-6%	45k	110.35	View chart
Lam Resh Corp Common Stock (LRCX)	0.2	$4.9M	-10%	4.6k	1064.85	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.2	$4.8M		40k	120.98	View chart
Cisco Sys Common Stock (CSCO)	0.2	$4.8M	-21%	101k	47.51	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.2	$4.8M	-20%	10k	468.72	View chart
Ishares Tr Iboxx $ High Yield Corp Bd Etf Exchange Traded Fund (HYG)	0.1	$4.7M	+2%	61k	77.14	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.1	$4.7M	+817%	70k	67.37	View chart
Analog Devices Common Stock (ADI)	0.1	$4.6M	+7%	20k	228.26	View chart
Medtronic Plc Shs Isin#ie00btn1y115 Common Stock (MDT)	0.1	$4.6M	-2%	58k	78.71	View chart
Accenture Plc Ireland Shs Cl A Isin#ie00b4bnmy34 Common Stock (ACN)	0.1	$4.6M	+8%	15k	303.41	View chart
Cummins Common Stock (CMI)	0.1	$4.5M		16k	276.93	View chart
Uber Technologies Common Stock (UBER)	0.1	$4.5M	-3%	61k	72.68	View chart
Danaher Corp Common Stock (DHR)	0.1	$4.4M	+69%	18k	249.85	View chart
Union Pac Corp Common Stock (UNP)	0.1	$4.4M	-3%	20k	226.26	View chart
Williams Cos Common Stock (WMB)	0.1	$4.4M	-21%	103k	42.50	View chart
Dbx Etf Tr X Trackers Usd High Yield Corp Bf Etf Exchange Traded Fund (HYLB)	0.1	$4.3M	-35%	122k	35.46	View chart
Servicenow Common Stock (NOW)	0.1	$4.3M	-19%	5.5k	786.67	View chart
Metlife Common Stock (MET)	0.1	$4.2M		60k	70.19	View chart
Pepsico Common Stock (PEP)	0.1	$4.2M		25k	164.93	View chart
Phillips 66 Common Stock (PSX)	0.1	$4.1M	-6%	29k	141.17	View chart
Emerson Elec Common Stock (EMR)	0.1	$4.0M	-5%	37k	110.16	View chart
Totalenergies Se Spons Adr Isin#us89151e1091 Common Stock Adr (TTE)	0.1	$4.0M	-17%	60k	66.68	View chart
Ametek Common Stock (AME)	0.1	$4.0M	-2%	24k	166.71	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$4.0M		51k	77.01	View chart
Abbott Labs Common Stock (ABT)	0.1	$3.8M	+13%	37k	103.91	View chart
Kkr & Co Common Stock (KKR)	0.1	$3.8M	+7%	36k	105.24	View chart
Blackrock Common Stock (BLK)	0.1	$3.8M	+2%	4.8k	787.34	View chart
At&t Common Stock (T)	0.1	$3.8M	-8%	197k	19.11	View chart
Verisk Analytics Common Stock (VRSK)	0.1	$3.7M	-17%	14k	269.55	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$3.7M	-5%	8.7k	427.19	View chart
Lyondellbasell Industries N V Ord Shs Cl A Common Stock (LYB)	0.1	$3.7M	+6%	38k	95.66	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$3.7M		32k	115.12	View chart
Ishares Tr Russell Mid-cap Etf Exchange Traded Fund (IWR)	0.1	$3.7M	+5%	45k	81.08	View chart
Vulcan Matls Common Stock (VMC)	0.1	$3.6M	-8%	15k	248.68	View chart
Enbridge Inc Com Isin#ca29250n1050 Common Stock (ENB)	0.1	$3.6M	+6%	102k	35.57	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$3.6M	+2%	6.6k	552.98	View chart
Paychex Common Stock (PAYX)	0.1	$3.6M	-16%	30k	118.56	View chart
Gilead Sciences Common Stock (GILD)	0.1	$3.6M		52k	68.61	View chart
Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf Exchange Traded Fund (VEU)	0.1	$3.5M		59k	58.64	View chart
National Grid Plc Spon Adr New 2017 Common Stock Adr (NGG)	0.1	$3.5M		61k	56.80	View chart
Ishares Tr Natl Mun Bd Etf Exchange Traded Fund (MUB)	0.1	$3.5M	-31%	32k	106.55	View chart
Ishares Tr S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.1	$3.4M	-6%	27k	128.43	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$3.4M	-10%	23k	146.16	View chart
Pfizer Common Stock (PFE)	0.1	$3.4M	+7%	121k	27.97	View chart
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)	0.1	$3.3M	-15%	15k	226.23	View chart
Spotify Technology Sa Registered Shs Isin#lu1778762911 Common Stock (SPOT)	0.1	$3.2M	-4%	10k	313.79	View chart
Lennox Intl Common Stock (LII)	0.1	$3.2M	-2%	5.9k	534.98	View chart
Huntington Bancshares Common Stock (HBAN)	0.1	$3.1M	+6%	236k	13.18	View chart
International Business Machs Corp Common Stock (IBM)	0.1	$3.1M	+9%	18k	172.95	View chart
Oracle Corp Common Stock (ORCL)	0.1	$3.1M	+2%	22k	141.11	View chart
Ishares Tr Short-term Natl Mun Bd Etf Exchange Traded Fund (SUB)	0.1	$3.1M	+10%	30k	104.55	View chart
Southern Common Stock (SO)	0.1	$3.1M	-10%	40k	77.57	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$3.0M	+14%	73k	41.53	View chart
Lpl Finl Hldgs Common Stock (LPLA)	0.1	$3.0M	-23%	11k	279.30	View chart
Bentley Sys Inc Cl B Common Stock (BSY)	0.1	$3.0M		62k	49.36	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$3.0M	+4%	77k	38.85	View chart
Gartner Common Stock (IT)	0.1	$3.0M	-30%	6.7k	449.06	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Exchange Traded Fund (VWO)	0.1	$3.0M	-27%	68k	43.76	View chart
American Express Common Stock (AXP)	0.1	$3.0M	-21%	13k	231.55	View chart
Hasbro Common Stock (HAS)	0.1	$3.0M	+5%	51k	58.50	View chart
Spdr Ser Tr Spdr Bloomberg 1-3 Mnth T Bill Etf Exchange Traded Fund (BIL)	0.1	$3.0M	+348%	32k	91.78	View chart
Teradyne Common Stock (TER)	0.1	$2.9M	-2%	20k	148.29	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$2.9M	+30%	6.4k	452.32	View chart
Bce Inc Com New Isin#ca05534b7604 Common Stock (BCE)	0.1	$2.9M	+4%	90k	32.39	View chart
Micron Technology Common Stock (MU)	0.1	$2.9M	-22%	22k	131.53	View chart
British Amern Tob Plc Sponsored Adr Isin#us1104481072 Common Stock Adr (BTI)	0.1	$2.9M	+4%	93k	30.93	View chart
Schwab Strategic Tr Us Large-cap Etf Exchange Traded Fund (SCHX)	0.1	$2.9M	+3%	45k	64.25	View chart
Microchip Technology Common Stock (MCHP)	0.1	$2.9M	+3%	31k	91.50	View chart
Ishares Tr S&p Midcap 400 Growth Etf Exchange Traded Fund (IJK)	0.1	$2.9M	+6%	33k	88.11	View chart
Honeywell Intl Common Stock (HON)	0.1	$2.8M	+30%	13k	213.54	View chart
Entergy Corp Common Stock (ETR)	0.1	$2.8M	+18%	27k	107.00	View chart
Xcel Energy Common Stock (XEL)	0.1	$2.8M	+111%	53k	53.41	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Common Stock Adr (TSM)	0.1	$2.8M	+75%	16k	173.81	View chart
Enterprise Prods Partners L P Com Unit Common Stock (EPD)	0.1	$2.8M	-3%	97k	28.98	View chart
Realty Income Corp Common Stock (O)	0.1	$2.8M	+53%	53k	52.82	View chart
Vici Pptys Common Stock (VICI)	0.1	$2.8M	+2%	97k	28.64	View chart
Discover Finl Svcs Common Stock (DFS)	0.1	$2.8M	-9%	21k	130.81	View chart
Snap On Common Stock (SNA)	0.1	$2.7M	+2%	11k	261.39	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$2.7M	+2%	3.2k	849.99	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Value Index Fd Etf Exchange Traded Fund (VONV)	0.1	$2.7M	+15%	35k	76.57	View chart
Schwab Strategic Tr Intermediate-term Us Treasury Etf Exchange Traded Fund (SCHR)	0.1	$2.7M	+22%	55k	48.77	View chart
Vanguard Index Fds Real Estate Index Fd Etf Exchange Traded Fund (VNQ)	0.1	$2.7M		32k	83.76	View chart
Equifax Common Stock (EFX)	0.1	$2.7M	-3%	11k	242.46	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Exchange Traded Fund (VEA)	0.1	$2.6M	+5%	54k	49.42	View chart
United Parcel Svc Inc Cl B Common Stock (UPS)	0.1	$2.6M	+4%	19k	136.85	View chart
Lazard Common Stock (LAZ)	0.1	$2.6M	+2%	69k	38.18	View chart
Wisdomtree Tr Emerging Mkts High Divid Exchange Traded Fund (DEM)	0.1	$2.6M	+9%	60k	43.31	View chart
Netflix Common Stock (NFLX)	0.1	$2.6M	+18%	3.8k	674.88	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 Common Stock (ETN)	0.1	$2.6M	-11%	8.2k	313.55	View chart
Vanguard Scottsdale Fds Vanguard Inter-term Treas Index Exchange Traded Fund (VGIT)	0.1	$2.5M	+2%	44k	58.23	View chart
Charles Riv Laboratories Intl Common Stock (CRL)	0.1	$2.5M		12k	206.58	View chart
Dominion Energy Common Stock (D)	0.1	$2.5M	-9%	51k	49.00	View chart
Ishares Tr S&p Midcap 400 Value Etf Exchange Traded Fund (IJJ)	0.1	$2.5M		22k	113.46	View chart
Agilent Technologies Common Stock (A)	0.1	$2.5M	+2%	19k	129.63	View chart
Cooper Cos Inc Com Par Common Stock (COO)	0.1	$2.5M	+2%	28k	87.30	View chart
Spdr Ser Tr Bloomberg Barclays Short Term Corporate Bd Etf Exchange Traded Fund (SPSB)	0.1	$2.5M	+24%	83k	29.70	View chart
Tc Energy Corporation Registered Shs Isin#ca87807b1076 Common Stock (TRP)	0.1	$2.4M	+2%	64k	37.90	View chart
Interactive Brokers Group Inc Cl A - Common Stock (IBKR)	0.1	$2.4M	-4%	20k	122.60	View chart
Citigroup Common Stock (C)	0.1	$2.4M	-15%	38k	63.46	View chart
Hilton Worldwide Hldgs Common Stock (HLT)	0.1	$2.4M	-4%	11k	218.20	View chart
Nordson Corp Common Stock (NDSN)	0.1	$2.4M	+2%	10k	231.94	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$2.4M		17k	136.89	View chart
Adobe Sys Common Stock (ADBE)	0.1	$2.4M		4.3k	555.54	View chart
Watsco Common Stock (WSO)	0.1	$2.4M	-2%	5.1k	463.24	View chart
General Elec Common Stock (GE)	0.1	$2.4M	+277%	15k	158.97	View chart
Berkley W R Corp Common Stock (WRB)	0.1	$2.3M	-4%	30k	78.58	View chart
Vanguard Index Fds Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.1	$2.3M		9.4k	250.13	View chart
Conagra Brands Common Stock (CAG)	0.1	$2.3M	+43%	83k	28.42	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$2.3M	+18%	30k	77.85	View chart
Colgate Palmolive Common Stock (CL)	0.1	$2.3M	+43%	24k	97.04	View chart
Allegion Pub Ltd Co Ord Shs Isin#ie00bfrt3w74 Common Stock (ALLE)	0.1	$2.3M	-3%	20k	118.15	View chart
Fair Isaac Corporation Common Stock (FICO)	0.1	$2.2M	-4%	1.5k	1488.66	View chart
Zebra Technologies Corp Cl A Common Stock (ZBRA)	0.1	$2.2M		7.2k	308.93	View chart
Howmet Aerospace Common Stock (HWM)	0.1	$2.2M	-24%	29k	77.63	View chart
Kenvue Common Stock (KVUE)	0.1	$2.2M		122k	18.18	View chart
Shell Plc Sponsored Adr Repstg Ord Sh Isin#us7802593050 Common Stock Adr (SHEL)	0.1	$2.2M	+4%	31k	72.18	View chart
Nisource Common Stock (NI)	0.1	$2.2M	+16%	77k	28.81	View chart
Pool Corp Common Stock (POOL)	0.1	$2.2M	-2%	7.2k	307.33	View chart
Rollins Common Stock (ROL)	0.1	$2.2M	-2%	45k	48.79	View chart
Ishares Tr Tips Bd Etf Exchange Traded Fund (TIP)	0.1	$2.2M	-8%	20k	106.78	View chart
Cvs Health Corp Common Stock (CVS)	0.1	$2.2M	+42%	37k	59.06	View chart
Progressive Corp Oh Common Stock (PGR)	0.1	$2.1M		10k	207.71	View chart
Nutrien Ltd Registered Shs Isin#ca67077m1086 Common Stock (NTR)	0.1	$2.1M	+5%	42k	50.91	View chart
Tesla Common Stock (TSLA)	0.1	$2.1M	-5%	11k	197.88	View chart
Fidelity Natl Information Svcs Common Stock (FIS)	0.1	$2.1M	+19%	27k	75.36	View chart
Schwab Strategic Tr Short-term Us Treasury Etf Exchange Traded Fund (SCHO)	0.1	$2.0M		43k	48.13	View chart
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Exchange Traded Fund (MDY)	0.1	$2.0M	-2%	3.8k	535.08	View chart
Conocophillips Common Stock (COP)	0.1	$2.0M	+7%	18k	114.38	View chart
Salesforce Common Stock (CRM)	0.1	$2.0M	-27%	7.9k	257.10	View chart
Texas Instrs Common Stock (TXN)	0.1	$2.0M	+17%	10k	194.53	View chart
Vail Resorts Common Stock (MTN)	0.1	$2.0M	+7%	11k	180.13	View chart
Vanguard World Fd Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.1	$2.0M	+5%	6.4k	314.21	View chart
Henry Jack & Assoc Common Stock (JKHY)	0.1	$2.0M		12k	166.02	View chart
Arista Networks Common Stock (ANET)	0.1	$2.0M	+14%	5.7k	350.48	View chart
Msc Indl Direct Inc Cl A Common Stock (MSM)	0.1	$2.0M		25k	79.31	View chart
Cigna Group Common Stock (CI)	0.1	$2.0M	-11%	5.9k	330.57	View chart
Vanguard Admiral Fds Inc S&p 500 Value Index Fd Etf Exchange Traded Fund (VOOV)	0.1	$2.0M	+8%	11k	175.78	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.1	$2.0M	-6%	21k	92.37	View chart
Qualcomm Common Stock (QCOM)	0.1	$1.9M		9.8k	199.18	View chart
Leidos Hldgs Common Stock (LDOS)	0.1	$1.9M	-27%	13k	145.88	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.1	$1.9M	-4%	9.0k	213.34	View chart
Synopsys Common Stock (SNPS)	0.1	$1.9M		3.2k	595.06	View chart
Aspen Technology Common Stock (AZPN)	0.1	$1.9M		9.5k	198.63	View chart
Saia Common Stock (SAIA)	0.1	$1.9M		4.0k	474.29	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$1.9M		4.2k	444.85	View chart
Canadian Imperial Bk Of Commerce Common Stock (CM)	0.1	$1.9M	+3%	39k	47.54	View chart
Zurn Elkay Wtr Solutions Corp Common Stock (ZWS)	0.1	$1.8M		63k	29.40	View chart
Johnson Ctls Intl Plc Shs Isin#ie00by7ql619 Common Stock (JCI)	0.1	$1.8M	+45%	28k	66.47	View chart
Crown Castle Common Stock (CCI)	0.1	$1.8M	-20%	19k	97.70	View chart
Zoetis Common Stock (ZTS)	0.1	$1.8M	+29%	11k	173.36	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 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
Td Private Client Wealth 2023 Q3 filed Aug. 16, 2024

View all past filings

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