Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 25.17% of Td Private Client Wealth's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$28M), IEFA (+$24M), VMBS (+$16M), IGIB (+$16M), SCHD (+$15M), AGG (+$12M), SCHG (+$10M), DGRO (+$9.8M), VOOG (+$7.8M), IWD (+$7.2M).
Started 88 new stock positions in DDS, MCRI, INSP, CCCS, JEF, ZROZ, APO.PA, ESI, KRC, PSTG.
Reduced shares in these 10 stocks: LLY (-$5.5M), SPY, , TSM, EPD, VRTX, NI, QQQ, CL, MSFT.
Sold out of its positions in AGD, LNT, AFG, APPF, Arista Networks, AN, AXNX, BlackRock, Brookfield Infrastructure, Brookfield Renewable Corp.
Td Private Client Wealth was a net buyer of stock by $166M.
Td Private Client Wealth has $3.6B in assets under management (AUM), dropping by 2.82%.
Central Index Key (CIK): 0001551017

Tip: Access up to 7 years of quarterly data

Positions held by Td Private Client Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Td Private Client Wealth

Td Private Client Wealth holds 1313 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Td Private Client Wealth has 1313 total positions. Only the first 250 positions are shown.

Sign up to view all of the Td Private Client Wealth Dec. 31, 2024 positions
Download the Td Private Client Wealth December 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)	7.0	$249M	+12%	3.6M	68.94	View chart
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	5.6	$200M	-2%	341k	586.08	View chart
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)	4.6	$164M	+10%	3.6M	45.34	View chart
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)	4.4	$156M	+18%	2.2M	70.28	View chart
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)	3.7	$131M	+3%	5.7M	22.98	View chart
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)	2.4	$87M	+4%	446k	195.83	View chart
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)	2.2	$79M	+2%	966k	81.98	View chart
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)	2.0	$73M	+9%	1.3M	58.18	View chart
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)	1.9	$69M	+11%	366k	189.98	View chart
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)	1.7	$60M	+19%	976k	61.34	View chart
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)	1.6	$58M	+38%	1.1M	51.51	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	1.6	$57M	+15%	156k	366.06	View chart
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.5	$53M	-3%	132k	401.58	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$50M	-4%	119k	421.50	View chart
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)	1.3	$48M	-4%	613k	78.01	View chart
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)	1.2	$43M	+3%	373k	115.55	View chart
ISHARES TR 20 plus YR TREAS BD ETF Exchange Traded Fund (TLT)	1.2	$43M	+11%	493k	87.33	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	1.2	$42M	-6%	82k	511.23	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.1	$39M		72k	538.81	View chart
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)	1.0	$37M	+8%	715k	52.22	View chart
Ishares Tr Core U S Aggregate Bd Etf Exchange Traded Fund (AGG)	1.0	$37M	+48%	379k	96.90	View chart
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)	1.0	$35M	-2%	60k	588.68	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Fund (EFA)	1.0	$35M	+4%	462k	75.61	View chart
Ishares Tr S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.9	$33M	-3%	322k	101.53	View chart
Nvidia Corp Common Stock (NVDA)	0.9	$32M		238k	134.29	View chart
Amazon Common Stock (AMZN)	0.9	$32M		144k	219.39	View chart
Vanguard Index Fds Vanguard Value Etf Exchange Traded Fund (VTV)	0.9	$31M	-4%	186k	169.30	View chart
Vanguard Index Fds Vanguard Growth Etf Exchange Traded Fund (VUG)	0.9	$31M	-3%	76k	410.44	View chart
Apple Common Stock (AAPL)	0.8	$29M	+7%	115k	250.42	View chart
Ishares Tr Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.8	$27M	+35%	148k	185.13	View chart
Ishares Tr Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.7	$24M	-6%	388k	62.31	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.7	$24M		41k	585.51	View chart
Ishares Tr 1-5 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGSB)	0.6	$23M	+10%	442k	51.70	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.6	$23M		94k	239.71	View chart
Schwab Strategic Tr Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.6	$22M	+205%	817k	27.32	View chart
Ishares Tr S&p 500 Value Etf Exchange Traded Fund (IVE)	0.6	$20M	+6%	106k	190.88	View chart
Ishares Tr Iboxx Usd Invt Grade Corp Bd Etf Exchange Traded Fund (LQD)	0.6	$20M	+4%	185k	106.84	View chart
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Exchange Traded Fund (VCIT)	0.5	$20M	+12%	245k	80.27	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	0.5	$19M	-8%	102k	189.30	View chart
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Exchange Traded Fund (BSV)	0.5	$18M		235k	77.27	View chart
Ishares Tr Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.5	$17M		149k	115.22	View chart
Ishares Tr Core S&p U S Value Etf Exchange Traded Fund (IUSV)	0.5	$17M	+6%	182k	92.59	View chart
Spdr Ser Tr S&p Divid Etf Exchange Traded Fund (SDY)	0.4	$15M	-10%	115k	132.10	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Exchange Tra.. (VONG)	0.4	$15M	+11%	146k	103.30	View chart
Broadcom Common Stock (AVGO)	0.4	$14M	-11%	59k	231.84	View chart
Vanguard Bd Index Fds Vanguard Intermediate Term Bd Etf Exchange Traded Fund (BIV)	0.4	$14M	+12%	181k	74.73	View chart
Philip Morris Intl Common Stock (PM)	0.4	$14M	-3%	112k	120.35	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.4	$13M	+2%	61k	220.96	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Exchange-traded Exchange Traded Fund (HYS)	0.4	$13M	+11%	140k	93.68	View chart
Schwab Strategic Tr Us Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.4	$13M	+370%	462k	27.87	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.4	$13M		48k	264.13	View chart
Spdr Ser Tr Nuveen Bloomberg Short Term Mun Bd Etf Exchange Traded Fund (SHM)	0.3	$12M	+13%	259k	47.39	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Exchange Traded Fund (IEF)	0.3	$12M	-6%	132k	92.45	View chart
Abbvie Common Stock (ABBV)	0.3	$12M	-2%	68k	177.70	View chart
Vanguard World Fds Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.3	$11M	-6%	18k	621.80	View chart
Ishares Tr Russell 1000 Etf Exchange Traded Fund (IWB)	0.3	$11M	+19%	34k	322.16	View chart
Chevron Corp Common Stock (CVX)	0.3	$11M		74k	144.84	View chart
Verizon Communications Common Stock (VZ)	0.3	$10M		261k	39.99	View chart
Mastercard Inc Cl A Common Stock (MA)	0.3	$10M		20k	526.57	View chart
Visa Inc Com Cl A Common Stock (V)	0.3	$10M	-9%	32k	316.04	View chart
Tesla Common Stock (TSLA)	0.3	$10M	+128%	25k	403.84	View chart
Salesforce Common Stock (CRM)	0.3	$9.8M	+74%	29k	334.33	View chart
Vanguard Index Fds Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.3	$9.7M	+7%	40k	240.28	View chart
Unitedhealth Group Common Stock (UNH)	0.3	$9.6M		19k	505.86	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.3	$9.6M	+14%	40k	242.13	View chart
Us Bancorp Del Common Stock (USB)	0.3	$9.5M		198k	47.83	View chart
Vanguard Bd Index Fds Vanguard Total Bd Market Etf Exchange Traded Fund (BND)	0.3	$9.2M	+2%	128k	71.91	View chart
Vanguard Whitehall Fds Emerging Mkt Govt Bd Index Fd Etf Cl Exchange Traded Fund (VWOB)	0.3	$9.1M	-16%	145k	63.15	View chart
Ishares Tr Short Treas Bd Etf Exchange Traded Fund (SHV)	0.3	$9.0M		82k	110.11	View chart
Spdr Ser Tr Nuveen Bloomberg Mun Bd Etf Exchange Traded Fund (TFI)	0.2	$8.5M	+31%	187k	45.62	View chart
Vanguard Bd Index Fds Vanguard Long Term Bd Etf Exchange Traded Fund (BLV)	0.2	$8.3M	+9%	121k	68.43	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$8.2M	+70%	56k	144.62	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Exchange Traded Fund (VTEB)	0.2	$7.5M		150k	50.13	View chart
Home Depot Common Stock (HD)	0.2	$7.4M	+2%	19k	389.00	View chart
Ishares Tr Intl Select Divid Etf Index Exchange Traded Fund (IDV)	0.2	$7.2M	-5%	264k	27.38	View chart
Prologis Common Stock (PLD)	0.2	$7.2M		68k	105.70	View chart
Walmart Common Stock (WMT)	0.2	$7.2M	-14%	79k	90.35	View chart
Nextera Energy Common Stock (NEE)	0.2	$7.1M		100k	71.69	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.2	$6.9M		15k	453.28	View chart
Merck & Co Common Stock (MRK)	0.2	$6.9M	-17%	69k	99.48	View chart
Dbx Etf Tr X Trackers Usd High Yield Corp Bf Etf Exchange Traded Fund (HYLB)	0.2	$6.6M	+18%	184k	36.08	View chart
American Elec Pwr Common Stock (AEP)	0.2	$6.5M		70k	92.23	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.2	$6.4M	+4%	49k	131.29	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.2	$6.4M	-4%	34k	190.44	View chart
Bank Amer Corp Common Stock (BAC)	0.2	$6.1M	-3%	138k	43.95	View chart
Paychex Common Stock (PAYX)	0.2	$6.0M	+5%	43k	140.22	View chart
Kkr & Co Common Stock (KKR)	0.2	$6.0M	+5%	41k	147.91	View chart
Kenvue Common Stock (KVUE)	0.2	$6.0M	+116%	280k	21.35	View chart
Entergy Corp Common Stock (ETR)	0.2	$5.9M	+178%	78k	75.82	View chart
Amgen Common Stock (AMGN)	0.2	$5.9M	+4%	23k	260.64	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.2	$5.9M	-7%	31k	192.85	View chart
Linde Plc New Shs Isin#ie000s9ys762 Common Stock (LIN)	0.2	$5.8M	-15%	14k	418.67	View chart
Cisco Sys Common Stock (CSCO)	0.2	$5.8M		97k	59.20	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Exchange Traded Fund (VTI)	0.2	$5.7M	-5%	20k	289.81	View chart
Cummins Common Stock (CMI)	0.2	$5.7M	-5%	16k	348.60	View chart
Rtx Corp Common Stock (RTX)	0.2	$5.6M	-5%	49k	115.72	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.2	$5.6M	+3%	20k	283.85	View chart
Ishares Tr Core S&p U S Growth Etf Exchange Traded Fund (IUSG)	0.2	$5.6M	+3%	40k	139.35	View chart
Accenture Plc Ireland Shs Cl A Isin#ie00b4bnmy34 Common Stock (ACN)	0.2	$5.6M		16k	351.79	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$5.4M	+9%	50k	107.74	View chart
Ishares Tr Short-term Natl Mun Bd Etf Exchange Traded Fund (SUB)	0.1	$5.3M	+56%	50k	105.48	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$5.3M	-2%	75k	70.24	View chart
Procter & Gamble Common Stock (PG)	0.1	$5.2M	-29%	31k	167.65	View chart
Intuit Common Stock (INTU)	0.1	$5.1M		8.2k	628.46	View chart
Servicenow Common Stock (NOW)	0.1	$5.1M	-9%	4.8k	1060.12	View chart
Union Pac Corp Common Stock (UNP)	0.1	$5.1M	+13%	22k	228.04	View chart
Ishares Tr Russell Mid-cap Growth Etf Exchange Traded Fund (IWP)	0.1	$5.0M	-6%	40k	126.75	View chart
Emerson Elec Common Stock (EMR)	0.1	$5.0M	+7%	41k	123.93	View chart
Blackrock Common Stock (BLK)	0.1	$5.0M	NEW	4.9k	1025.14	View chart
Coca Cola Common Stock (KO)	0.1	$5.0M	+6%	80k	62.26	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$4.9M	-6%	132k	37.53	View chart
Gilead Sciences Common Stock (GILD)	0.1	$4.9M	-6%	54k	92.37	View chart
Metlife Common Stock (MET)	0.1	$4.9M	-5%	60k	81.88	View chart
Ishares Tr Natl Mun Bd Etf Exchange Traded Fund (MUB)	0.1	$4.9M	+8%	46k	106.55	View chart
Discover Finl Svcs Common Stock (DFS)	0.1	$4.8M		28k	173.23	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$4.8M	+2%	85k	56.56	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.1	$4.8M	-4%	69k	69.45	View chart
Ishares Tr Iboxx $ High Yield Corp Bd Etf Exchange Traded Fund (HYG)	0.1	$4.7M	+4%	60k	78.65	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$4.7M	+3%	8.8k	532.43	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$4.7M	-14%	9.6k	485.94	View chart
Medtronic Plc Shs Isin#ie00btn1y115 Common Stock (MDT)	0.1	$4.7M	-4%	58k	79.88	View chart
Netflix Common Stock (NFLX)	0.1	$4.6M	+30%	5.1k	891.32	View chart
Sanofi Spons Adr Isin#us80105n1054 Common Stock Adr (SNY)	0.1	$4.5M	-8%	93k	48.23	View chart
Spotify Technology Sa Registered Shs Isin#lu1778762911 Common Stock (SPOT)	0.1	$4.5M	-2%	10k	447.38	View chart
Abbott Labs Common Stock (ABT)	0.1	$4.5M		39k	113.11	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$4.4M	+29%	41k	107.57	View chart
Enbridge Inc Com Isin#ca29250n1050 Common Stock (ENB)	0.1	$4.3M		100k	42.43	View chart
Analog Devices Common Stock (ADI)	0.1	$4.2M	-2%	20k	212.46	View chart
Lilly Eli & Co Common Stock (LLY)	0.1	$4.2M	-56%	5.4k	772.00	View chart
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)	0.1	$4.1M	+6%	18k	232.52	View chart
Lpl Finl Hldgs Common Stock (LPLA)	0.1	$4.1M	+4%	13k	326.51	View chart
American Express Common Stock (AXP)	0.1	$4.1M		14k	296.79	View chart
Pepsico Common Stock (PEP)	0.1	$4.0M	-20%	26k	152.06	View chart
At&t Common Stock (T)	0.1	$4.0M	-11%	174k	22.77	View chart
Totalenergies Se Spons Adr Isin#us89151e1091 Common Stock Adr (TTE)	0.1	$3.9M	+21%	72k	54.50	View chart
Cadence Design Sys Common Stock (CDNS)	0.1	$3.9M	-25%	13k	300.47	View chart
International Business Machs Corp Common Stock (IBM)	0.1	$3.9M		18k	219.83	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Exchange Traded Fund (VWO)	0.1	$3.8M	+15%	87k	44.04	View chart
Schwab Strategic Tr Us Large-cap Etf Exchange Traded Fund (SCHX)	0.1	$3.8M	+211%	164k	23.18	View chart
Danaher Corp Common Stock (DHR)	0.1	$3.8M	-8%	17k	229.55	View chart
Ishares Tr Russell Mid-cap Etf Exchange Traded Fund (IWR)	0.1	$3.8M		43k	88.40	View chart
Ishares Tr S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.1	$3.8M	+5%	28k	135.37	View chart
Verisk Analytics Common Stock (VRSK)	0.1	$3.7M	-2%	14k	275.43	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$3.7M	+31%	6.5k	572.62	View chart
Snap On Common Stock (SNA)	0.1	$3.7M	+4%	11k	339.48	View chart
Marvell Technology Common Stock (MRVL)	0.1	$3.5M	+22%	32k	110.45	View chart
Morgan Stanley Common Stock (MS)	0.1	$3.5M	-18%	28k	125.72	View chart
Honeywell Intl Common Stock (HON)	0.1	$3.5M	+6%	16k	225.89	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$3.5M	-23%	39k	89.32	View chart
Ishares Inc Msci World Index Exchange Traded Fund (URTH)	0.1	$3.5M	+180%	22k	155.50	View chart
Huntington Bancshares Common Stock (HBAN)	0.1	$3.5M	-12%	214k	16.27	View chart
Xcel Energy Common Stock (XEL)	0.1	$3.5M	-2%	51k	67.52	View chart
Lazard Common Stock (LAZ)	0.1	$3.5M	-3%	67k	51.48	View chart
Ishares Tr S&p Midcap 400 Growth Etf Exchange Traded Fund (IJK)	0.1	$3.4M	-3%	38k	90.93	View chart
Spdr Ser Tr Spdr Bloomberg 1-3 Mnth T Bill Etf Exchange Traded Fund (BIL)	0.1	$3.4M	+5%	37k	91.43	View chart
Lennox Intl Common Stock (LII)	0.1	$3.4M	-6%	5.5k	609.30	View chart
Uber Technologies Common Stock (UBER)	0.1	$3.4M	-14%	56k	60.32	View chart
Spdr Ser Tr Bloomberg Barclays Short Term Corporate Bd Etf Exchange Traded Fund (SPSB)	0.1	$3.3M	+19%	112k	29.86	View chart
Interactive Brokers Group Inc Cl A - Common Stock (IBKR)	0.1	$3.3M	-4%	19k	176.67	View chart
Wisdomtree Tr Emerging Mkts High Divid Exchange Traded Fund (DEM)	0.1	$3.3M	+12%	82k	40.49	View chart
General Elec Common Stock (GE)	0.1	$3.3M	-3%	20k	166.79	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$3.3M		76k	43.38	View chart
Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf Exchange Traded Fund (VEU)	0.1	$3.3M		57k	57.41	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Exchange Traded Fund (VEA)	0.1	$3.3M	+18%	69k	47.82	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$3.2M	-23%	6.2k	520.21	View chart
Hasbro Common Stock (HAS)	0.1	$3.1M	+6%	56k	55.91	View chart
Cheniere Energy Common Stock (LNG)	0.1	$3.1M	+24%	15k	214.87	View chart
Oracle Corp Common Stock (ORCL)	0.1	$3.1M	-10%	19k	166.64	View chart
Vici Pptys Common Stock (VICI)	0.1	$3.1M	-9%	105k	29.21	View chart
National Grid Plc Spon Adr New 2017 Common Stock Adr (NGG)	0.1	$3.0M	-13%	51k	59.42	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Value Index Fd Etf Exchange Traded Fund (VONV)	0.1	$3.0M	+3%	37k	81.25	View chart
Tc Energy Corporation Registered Shs Isin#ca87807b1076 Common Stock (TRP)	0.1	$3.0M		65k	46.59	View chart
Howmet Aerospace Common Stock (HWM)	0.1	$3.0M		27k	109.37	View chart
Phillips 66 Common Stock (PSX)	0.1	$3.0M	-4%	26k	113.93	View chart
Vaneck Etf Tr Amt Free Inter Mun Index Etf Exchange Traded Fund (ITM)	0.1	$3.0M	+3361%	65k	46.10	View chart
Wec Energy Group Common Stock (WEC)	0.1	$2.8M		30k	94.04	View chart
Hilton Worldwide Hldgs Common Stock (HLT)	0.1	$2.8M	-3%	11k	247.16	View chart
Equifax Common Stock (EFX)	0.1	$2.7M		11k	254.84	View chart
Citigroup Common Stock (C)	0.1	$2.7M		39k	70.39	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$2.7M	+2%	18k	149.01	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 Common Stock (ETN)	0.1	$2.7M	-5%	8.2k	331.87	View chart
Trane Technologies Plc Shs Isin#ie00bk9zq967 Common Stock (TT)	0.1	$2.7M	+625%	7.3k	369.35	View chart
Bentley Sys Inc Cl B Common Stock (BSY)	0.1	$2.7M	-4%	58k	46.70	View chart
Vail Resorts Common Stock (MTN)	0.1	$2.7M		14k	187.45	View chart
Applied Matls Common Stock (AMAT)	0.1	$2.6M	+7%	16k	162.63	View chart
Vanguard Index Fds Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.1	$2.6M		9.3k	280.06	View chart
Pfizer Common Stock (PFE)	0.1	$2.6M	-21%	98k	26.53	View chart
Progressive Corp Oh Common Stock (PGR)	0.1	$2.6M	+3%	11k	239.61	View chart
Msci Common Stock (MSCI)	0.1	$2.6M	+33%	4.3k	600.01	View chart
Vanguard Scottsdale Fds Vanguard Inter-term Treas Index Exchange Traded Fund (VGIT)	0.1	$2.6M	+2%	45k	58.00	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.1	$2.6M	+160%	43k	59.73	View chart
Zebra Technologies Corp Cl A Common Stock (ZBRA)	0.1	$2.6M	-8%	6.7k	386.22	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$2.6M	-13%	28k	91.25	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$2.6M	+2%	2.8k	916.13	View chart
Berkley W R Corp Common Stock (WRB)	0.1	$2.5M	-2%	44k	58.52	View chart
Vanguard Index Fds Real Estate Index Fd Etf Exchange Traded Fund (VNQ)	0.1	$2.5M	-6%	28k	89.08	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.1	$2.5M	-54%	6.2k	402.70	View chart
Disney Walt Co Disney Common Stock (DIS)	0.1	$2.5M	+67%	22k	111.35	View chart
Realty Income Corp Common Stock (O)	0.1	$2.5M	-12%	46k	53.41	View chart
Cooper Cos Inc Com Par Common Stock (COO)	0.1	$2.5M	-3%	27k	91.93	View chart
Diageo Plc Sponsored Adr New Isin#us25243q2057 Common Stock Adr (DEO)	0.1	$2.5M	-2%	19k	127.13	View chart
Williams Cos Common Stock (WMB)	0.1	$2.4M	-33%	45k	54.12	View chart
Ishares Tr S&p Midcap 400 Value Etf Exchange Traded Fund (IJJ)	0.1	$2.4M	-3%	19k	124.96	View chart
Vanguard World Fd Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.1	$2.4M	+3%	7.0k	343.41	View chart
Atlassian Corp Cl A Common Stock (TEAM)	0.1	$2.4M	+9292%	9.9k	243.38	View chart
Pool Corp Common Stock (POOL)	0.1	$2.4M	-4%	6.9k	340.94	View chart
Watsco Common Stock (WSO)	0.1	$2.4M	-2%	5.0k	473.89	View chart
Aspen Technology Common Stock	0.1	$2.3M	-2%	9.2k	249.63	View chart
Autodesk Common Stock (ADSK)	0.1	$2.3M	+870%	7.8k	295.57	View chart
Johnson Ctls Intl Plc Shs Isin#ie00by7ql619 Common Stock (JCI)	0.1	$2.3M	-5%	29k	78.93	View chart
Zurn Elkay Wtr Solutions Corp Common Stock (ZWS)	0.1	$2.3M	-3%	61k	37.30	View chart
Spdr Ser Tr Bloomberg Short Term High Yield Bd Etf Exchange Traded Fund (SJNK)	0.1	$2.2M	+20%	89k	25.25	View chart
Lyondellbasell Industries N V Ord Shs Cl A Common Stock (LYB)	0.1	$2.2M	-21%	30k	74.27	View chart
Ppl Corp Common Stock (PPL)	0.1	$2.2M	+32%	68k	32.46	View chart
Bank Of Montreal Common Stock (BMO)	0.1	$2.2M	NEW	23k	97.05	View chart
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Exchange Traded Fund (MDY)	0.1	$2.2M		3.8k	569.58	View chart
Southern Common Stock (SO)	0.1	$2.2M		26k	82.32	View chart
Conocophillips Common Stock (COP)	0.1	$2.2M	+12%	22k	99.17	View chart
Nordson Corp Common Stock (NDSN)	0.1	$2.1M		10k	209.24	View chart
Spdr Index Shs Fds Msci Acwi Ex-us Etf Exchange Traded Fund (CWI)	0.1	$2.1M	+329%	76k	27.94	View chart
Ishares Tr Core S&p Total U S Stk Mkt Etf Exchange Traded Fund (ITOT)	0.1	$2.1M	+18%	17k	128.62	View chart
Texas Instrs Common Stock (TXN)	0.1	$2.1M	+6%	11k	187.51	View chart
Apollo Global Mgmt Common Stock (APO)	0.1	$2.1M	+1364%	13k	165.16	View chart
First Ctzns Bancshares Inc N C Cl A Common Stock (FCNCA)	0.1	$2.1M		988.00	2113.02	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$2.1M	+8%	4.0k	521.96	View chart
Asml Hldg N V N Y Registry Shs New 2012 Common Stock Adr (ASML)	0.1	$2.1M	-50%	3.0k	693.08	View chart
Rollins Common Stock (ROL)	0.1	$2.1M	-2%	45k	46.35	View chart
Henry Jack & Assoc Common Stock (JKHY)	0.1	$2.1M	-2%	12k	175.30	View chart
Allegion Pub Ltd Co Ord Shs Isin#ie00bfrt3w74 Common Stock (ALLE)	0.1	$2.1M	-19%	16k	130.68	View chart
Saia Common Stock (SAIA)	0.1	$2.1M	+5%	4.5k	455.73	View chart
Arista Networks Common Stock (ANET)	0.1	$2.0M	NEW	18k	110.53	View chart
Fidelity Natl Information Svcs Common Stock (FIS)	0.1	$2.0M	-2%	25k	80.77	View chart
Vanguard Index Fds Vanguard Small-cap Value Etf Exchange Traded Fund (VBR)	0.1	$2.0M	+7%	10k	198.18	View chart
Alexandria Real Estate Equities Common Stock (ARE)	0.1	$2.0M	+58%	20k	97.55	View chart
Choice Hotels Intl Common Stock (CHH)	0.1	$2.0M	-7%	14k	141.98	View chart
Nutrien Ltd Registered Shs Isin#ca67077m1086 Common Stock (NTR)	0.1	$2.0M		44k	44.73	View chart
Vanguard Admiral Fds Inc S&p 500 Value Index Fd Etf Exchange Traded Fund (VOOV)	0.1	$1.9M	+3%	10k	184.51	View chart
Kla Corp Common Stock (KLAC)	0.1	$1.9M	-14%	3.0k	630.12	View chart
Invesco Exchange-traded Fd Tr Ii Natl Amt-free Mun Bd Etf Exchange Traded Fund (PZA)	0.1	$1.9M	+23%	79k	23.61	View chart
Stryker Corp Common Common Stock (SYK)	0.1	$1.9M	+4%	5.2k	360.02	View chart
Msc Indl Direct Inc Cl A Common Stock (MSM)	0.1	$1.8M	-3%	25k	74.69	View chart
Hca Healthcare Common Stock (HCA)	0.1	$1.8M	+33%	6.1k	300.15	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.1	$1.8M	+4%	8.6k	212.40	View chart
Cardinal Health Common Stock (CAH)	0.1	$1.8M	-4%	15k	118.27	View chart
Ss&c Technologies Hldgs Common Stock (SSNC)	0.1	$1.8M	+15%	24k	75.78	View chart
Ishares Tr Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.1	$1.8M	+9%	34k	52.47	View chart
Crown Castle Common Stock (CCI)	0.0	$1.8M	-8%	19k	90.76	View chart
Ishares Tr Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.0	$1.8M	+3%	18k	96.83	View chart
Micron Technology Common Stock (MU)	0.0	$1.8M	-2%	21k	84.16	View chart
General Mtrs Common Stock (GM)	0.0	$1.8M		33k	53.27	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 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
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z