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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 28.08% of Td Private Client Wealth's stock portfolio.
Added to shares of these 10 stocks: VOOG (+$120M), IWF (+$36M), IEFA (+$30M), VO (+$29M), VUG (+$28M), IGIB (+$28M), SPYM (+$26M), VMBS (+$19M), GOVT (+$16M), DGRO (+$13M).
Started 138 new stock positions in DFTX, AGI, IDT, GTLB, IOSP, GSAT, FIVN, REYN, BPOP, LNN.
Reduced shares in these 10 stocks: SPY (-$9.1M), Honeywell International (-$6.5M), IWB (-$5.6M), VIG (-$5.2M), BIL, META, IWM, MSFT, MU, BAC.
Sold out of its positions in EFOR, Air Lease Corp, American Woodmark Corporation, Apellis Pharmaceuticals, APPF, ACLX, ARVN, Ascendis Pharma A S, AVPT, BBT.
Td Private Client Wealth was a net buyer of stock by $407M.
Td Private Client Wealth has $5.4B in assets under management (AUM), dropping by 12.86%.
Central Index Key (CIK): 0001551017

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Portfolio Holdings for Td Private Client Wealth

Td Private Client Wealth holds 1698 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Td Private Client Wealth has 1698 total positions. Only the first 250 positions are shown.

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Download the Td Private Client Wealth June 2026 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)	8.9	$484M	+5%	5.5M	87.88	View chart
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)	6.6	$358M	+9%	3.7M	96.58	View chart
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)	4.9	$267M	+7%	5.7M	46.81	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	4.0	$218M	-4%	292k	746.77	View chart
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)	3.7	$202M	+8%	8.9M	22.78	View chart
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)	2.9	$156M	+8%	632k	246.21	View chart
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)	2.8	$154M	+8%	2.0M	75.79	View chart
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)	2.8	$153M	+22%	2.9M	53.17	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	2.6	$142M	+542%	1.7M	82.62	View chart
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)	2.4	$128M	+6%	2.2M	58.20	View chart
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)	1.9	$105M	-4%	446k	236.62	View chart
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)	1.8	$100M	+13%	1.2M	82.84	View chart
ISHARES TR 20 plus YR TREAS BD ETF Exchange Traded Fund (TLT)	1.3	$70M	+10%	814k	86.42	View chart
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)	1.2	$67M		818k	82.11	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Fund (EFA)	1.2	$64M	+5%	611k	103.88	View chart
Nvidia Corp Common Stock (NVDA)	1.0	$56M		282k	200.09	View chart
Invesco Exchange-traded Fd Tr Ii S&p 500 Momentum Etf Exchange Traded Fund (SPMO)	1.0	$56M	+22%	349k	161.54	View chart
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)	1.0	$56M		703k	79.03	View chart
Ishares Tr 1-5 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGSB)	1.0	$55M	+6%	1.1M	52.41	View chart
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)	1.0	$55M		73k	748.89	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.0	$52M		76k	686.81	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	0.9	$51M	-4%	69k	736.40	View chart
Ishares Tr Core U S Aggregate Bd Etf Exchange Traded Fund (AGG)	0.9	$51M	+3%	514k	98.98	View chart
Apple Common Stock (AAPL)	0.9	$49M	+3%	169k	289.36	View chart
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.9	$48M	+286%	387k	124.17	View chart
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)	0.9	$46M	-3%	395k	117.45	View chart
Vanguard Index Fds Vanguard Value Etf Exchange Traded Fund (VTV)	0.8	$41M	+2%	189k	217.93	View chart
Microsoft Corp Common Stock (MSFT)	0.7	$40M	-9%	107k	373.02	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Exchange Tra.. (VONG)	0.7	$39M	+4%	303k	127.81	View chart
Amazon Common Stock (AMZN)	0.7	$38M	+4%	158k	238.34	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.7	$37M	+336%	462k	80.57	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	0.6	$35M	+8%	99k	357.37	View chart
Vanguard Index Fds Vanguard Growth Etf Exchange Traded Fund (VUG)	0.6	$34M	+481%	393k	86.14	View chart
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Exchange Traded Fund (VCIT)	0.6	$33M	+17%	401k	82.65	View chart
Schwab Strategic Tr Us Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.6	$30M		893k	33.84	View chart
Ishares Tr S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.5	$29M	-7%	208k	137.53	View chart
Ishares Tr Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.5	$28M		370k	76.55	View chart
Ishares Tr Iboxx Usd Invt Grade Corp Bd Etf Exchange Traded Fund (LQD)	0.5	$26M	+11%	238k	109.07	View chart
Ishares Tr Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.5	$25M		326k	77.11	View chart
Schwab Strategic Tr Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.5	$25M	+6%	792k	31.71	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.5	$25M	-14%	83k	300.45	View chart
Broadcom Common Stock (AVGO)	0.4	$24M	-4%	63k	377.75	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.4	$23M	-5%	70k	327.33	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Exchange-traded Exchange Traded Fund (HYS)	0.4	$23M	+7%	244k	93.52	View chart
Ishares Tr Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.4	$22M		93k	242.43	View chart
Ishares Tr Intl Select Divid Etf Index Exchange Traded Fund (IDV)	0.4	$21M	+5%	502k	41.43	View chart
Dbx Etf Tr X Trackers Usd High Yield Corp Bf Etf Exchange Traded Fund (HYLB)	0.4	$19M	+17%	525k	36.52	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.3	$19M	+24%	52k	368.38	View chart
Ishares Tr S&p 500 Value Etf Exchange Traded Fund (IVE)	0.3	$18M		81k	227.06	View chart
Vanguard Index Fds Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.3	$18M	+3%	59k	303.12	View chart
Abbvie Common Stock (ABBV)	0.3	$17M	+2%	68k	251.64	View chart
Ishares Tr Short-term Natl Mun Bd Etf Exchange Traded Fund (SUB)	0.3	$17M	+6%	160k	106.47	View chart
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Exchange Traded Fund (BSV)	0.3	$17M	+4%	217k	77.91	View chart
Spdr Ser Tr State Street Spdr Nuveen Bloomberg Mun Bd Etf Exchange Traded Fund (TFI)	0.3	$16M	+9%	350k	45.80	View chart
Ishares Tr Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.3	$15M		102k	148.31	View chart
Ishares Tr Russell 1000 Etf Exchange Traded Fund (IWB)	0.3	$15M	-27%	37k	409.50	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.3	$15M	-23%	26k	563.29	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Exchange Traded Fund (IEF)	0.3	$14M	+3%	151k	94.57	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.3	$14M	-7%	40k	353.33	View chart
Micron Technology Common Stock (MU)	0.3	$14M	-21%	12k	1154.29	View chart
Chevron Corp Common Stock (CVX)	0.2	$14M	-12%	81k	165.76	View chart
Ishares Tr Core S&p U S Growth Etf Exchange Traded Fund (IUSG)	0.2	$13M	+10%	69k	188.09	View chart
Vanguard World Fds Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.2	$13M	+686%	106k	119.52	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.2	$13M	+29%	81k	156.30	View chart
Philip Morris Intl Common Stock (PM)	0.2	$12M	-5%	69k	180.91	View chart
Vanguard Bd Index Fds Vanguard Intermediate Term Bd Etf Exchange Traded Fund (BIV)	0.2	$12M		160k	76.70	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Common Stock Adr (TSM)	0.2	$12M	-6%	25k	477.57	View chart
Spdr Ser Tr State Street Spdr S&p Divid Etf Exchange Traded Fund (SDY)	0.2	$12M	-2%	79k	152.18	View chart
Vanguard Bd Index Fds Vanguard Total Bd Market Etf Exchange Traded Fund (BND)	0.2	$12M	+5%	161k	73.41	View chart
Vanguard Bd Index Fds Vanguard Long Term Bd Etf Exchange Traded Fund (BLV)	0.2	$12M	-2%	168k	68.93	View chart
Cvs Health Corp Common Stock (CVS)	0.2	$12M	+3%	111k	103.45	View chart
Invesco Exchange-traded Fd Tr S&p Midcap Momentum Etf Exchange Traded Fund (XMMO)	0.2	$11M	+603%	66k	170.14	View chart
Vanguard Whitehall Fds Emerging Mkt Govt Bd Index Fd Etf Cl Exchange Traded Fund (VWOB)	0.2	$11M	+8%	164k	67.24	View chart
Vanguard Index Fds Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.2	$11M	+16%	32k	343.91	View chart
Prologis Common Stock (PLD)	0.2	$11M	-3%	79k	135.47	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Value Index Fd Etf Exchange Traded Fund (VONV)	0.2	$11M	+5%	100k	106.31	View chart
Medtronic Plc Shs Isin#ie00btn1y115 Common Stock (MDT)	0.2	$11M	+6%	134k	78.23	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$10M	+23%	40k	253.97	View chart
Cisco Sys Common Stock (CSCO)	0.2	$9.9M	-7%	84k	117.46	View chart
Ishares Tr Russell Mid-cap Etf Exchange Traded Fund (IWR)	0.2	$9.8M	+8%	89k	110.32	View chart
Spdr Ser Tr State Street Spdr Nuveen Bloomberg Short Term Mun Bd Etf Exchange Traded Fund (SHM)	0.2	$9.7M	-6%	202k	47.97	View chart
Ishares Tr Core S&p U S Value Etf Exchange Traded Fund (IUSV)	0.2	$9.6M	-7%	87k	110.15	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Exchange Traded Fund (VTEB)	0.2	$9.0M	+7%	178k	50.58	View chart
Spdr Ser Tr State Street Spdr Bloomberg Short Term High Yield Bd Etf Exchange Traded Fund (SJNK)	0.2	$9.0M	+33%	360k	25.03	View chart
Verizon Communications Common Stock (VZ)	0.2	$9.0M	+8%	212k	42.34	View chart
Wisdomtree Tr Emerging Mkts High Divid Exchange Traded Fund (DEM)	0.2	$8.8M	+2%	164k	53.79	View chart
Mastercard Inc Cl A Common Stock (MA)	0.2	$8.7M	-4%	17k	513.59	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$8.7M		105k	82.64	View chart
Kla Corp Common Stock (KLAC)	0.2	$8.5M	+1234%	28k	301.71	View chart
Fidelity Covington Tr Enhanced Small Cap Core Etf Exchange Traded Fund (FESM)	0.2	$8.5M	+36%	176k	48.29	View chart
Gilead Sciences Common Stock (GILD)	0.2	$8.3M	-5%	66k	126.34	View chart
British Amern Tob Plc Sponsored Adr Isin#us1104481072 Common Stock Adr (BTI)	0.2	$8.2M		133k	61.76	View chart
Merck & Co Common Stock (MRK)	0.2	$8.2M	+7%	64k	128.50	View chart
Spdr Ser Tr State Str Spdr Portfolio Short Term Corporate Bd Etf Exchange Traded Fund (SPSB)	0.1	$8.1M	+11%	271k	30.01	View chart
Us Bancorp Del Common Stock (USB)	0.1	$8.0M		132k	60.40	View chart
Applied Matls Common Stock (AMAT)	0.1	$7.9M	-15%	11k	723.00	View chart
Analog Devices Common Stock (ADI)	0.1	$7.5M	-7%	19k	397.17	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.1	$7.5M	-11%	15k	500.38	View chart
Tesla Common Stock (TSLA)	0.1	$7.2M	+5%	17k	420.61	View chart
Paychex Common Stock (PAYX)	0.1	$7.2M	-3%	73k	98.33	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Exchange Traded Fund (VEA)	0.1	$7.0M	+4%	98k	71.25	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Exchange Traded Fund (VTI)	0.1	$6.9M	-6%	19k	370.04	View chart
Ishares Tr Natl Mun Bd Etf Exchange Traded Fund (MUB)	0.1	$6.9M	-9%	64k	107.62	View chart
Lilly Eli & Co Common Stock (LLY)	0.1	$6.8M	-3%	5.6k	1199.52	View chart
Visa Inc Com Cl A Common Stock (V)	0.1	$6.8M	+5%	20k	343.10	View chart
Home Depot Common Stock (HD)	0.1	$6.7M	-3%	19k	352.68	View chart
Wec Energy Group Common Stock (WEC)	0.1	$6.6M	+10%	56k	116.77	View chart
Linde Plc New Shs Isin#ie000s9ys762 Common Stock (LIN)	0.1	$6.6M	+29%	13k	518.96	View chart
VANECK ETF TR URANIUM and NUCLEAR ENERGY ETF Exchange Traded Fund (NLR)	0.1	$6.6M	+26%	57k	115.98	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$6.5M	-2%	6.5k	1011.34	View chart
Asml Hldg N V N Y Registry Shs New 2012 Isin#usn070592100 Common Stock Adr (ASML)	0.1	$6.5M	+22%	3.3k	1989.44	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$6.4M		51k	126.58	View chart
Amgen Common Stock (AMGN)	0.1	$6.3M	-3%	18k	362.13	View chart
Microchip Technology Common Stock (MCHP)	0.1	$6.1M	+7%	67k	91.20	View chart
American Elec Pwr Common Stock (AEP)	0.1	$6.1M	+12%	45k	136.81	View chart
Enbridge Inc Com Isin#ca29250n1050 Common Stock (ENB)	0.1	$6.0M		111k	54.22	View chart
Select Sector Spdr Tr State Street Technology Select Sector Spdr Etf Exchange Traded Fund (XLK)	0.1	$6.0M	+5%	32k	190.52	View chart
Ge Vernova Common Stock (GEV)	0.1	$6.0M	-9%	5.1k	1174.86	View chart
Metlife Common Stock (MET)	0.1	$5.9M	-9%	70k	84.61	View chart
Rtx Corp Common Stock (RTX)	0.1	$5.8M	-13%	31k	189.73	View chart
Caterpillar Common Stock (CAT)	0.1	$5.8M	+12%	5.5k	1064.84	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$5.8M	-14%	10k	580.89	View chart
Arista Networks Common Stock (ANET)	0.1	$5.7M	+9%	34k	169.88	View chart
Schwab Strategic Tr Us Large-cap Etf Exchange Traded Fund (SCHX)	0.1	$5.7M		195k	29.43	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.1	$5.7M	+5%	98k	57.84	View chart
Spdr Index Shs Fds State Str Spdr Msci Acwi Ex-us Etf Exchange Traded Fund (CWI)	0.1	$5.6M	+18%	137k	40.67	View chart
Firstenergy Corp Common Stock (FE)	0.1	$5.6M	+5%	117k	47.54	View chart
Sanofi Spons Adr Isin#us80105n1054 Common Stock Adr (SNY)	0.1	$5.5M		130k	42.66	View chart
Citigroup Common Stock (C)	0.1	$5.4M	+2%	39k	139.96	View chart
Cme Group Common Stock (CME)	0.1	$5.4M		25k	220.83	View chart
Entergy Corp Common Stock (ETR)	0.1	$5.4M	-14%	47k	114.86	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.1	$5.3M	-10%	22k	246.22	View chart
Walmart Common Stock (WMT)	0.1	$5.3M	-4%	47k	113.26	View chart
Texas Instrs Common Stock (TXN)	0.1	$5.3M	+11%	18k	298.07	View chart
Totalenergies Se Shs Isin#fr0000120271 Common Stock (TTE)	0.1	$5.3M	-19%	69k	77.77	View chart
Vaneck Etf Tr Semiconductor Etf Exchange Traded Fund (SMH)	0.1	$5.3M	-18%	8.1k	655.89	View chart
Pepsico Common Stock (PEP)	0.1	$5.3M		39k	135.40	View chart
Pfizer Common Stock (PFE)	0.1	$5.2M	+5%	217k	24.08	View chart
Morgan Stanley Common Stock (MS)	0.1	$5.2M		25k	209.04	View chart
Vanguard Malvern Fds Short-term Inflation Protected Secs Index Fd Etf Exchange Traded Fund (VTIP)	0.1	$5.1M	+36%	102k	50.23	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$5.1M	-2%	10k	501.36	View chart
Procter & Gamble Common Stock (PG)	0.1	$5.0M	+6%	34k	146.64	View chart
Vanguard Scottsdale Fds Vanguard Long-term Corporate Bond Index Fund Exchange Traded Fund (VCLT)	0.1	$5.0M	+78%	66k	75.25	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$5.0M	+105%	12k	415.64	View chart
J P Morgan Exchange-traded Fd Tr Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.1	$4.9M	+33%	87k	56.48	View chart
Cummins Common Stock (CMI)	0.1	$4.8M	-32%	6.8k	713.21	View chart
Schwab Strategic Tr Us Mid-cap Etf Exchange Traded Fund (SCHM)	0.1	$4.8M	+29%	131k	36.87	View chart
Exxon Mobil Corp Com C/a Eff 07/02/26 1 New Cu 30233q108 Exxon Mobil Corp For 1 Old Common Stock (XOM)	0.1	$4.8M	-20%	35k	136.72	View chart
Columbia Bkg Sys Common Stock (COLB)	0.1	$4.8M	+7%	150k	32.05	View chart
Ishares Tr Msci Intl Momentum Factor Etf Exchange Traded Fund (IMTM)	0.1	$4.8M	+211%	90k	53.33	View chart
National Grid Plc Spon Adr New 2017 Common Stock Adr (NGG)	0.1	$4.8M	+6%	58k	82.87	View chart
Ishares Tr Core S&p Total U S Stk Mkt Etf Exchange Traded Fund (ITOT)	0.1	$4.7M	+8%	29k	164.27	View chart
Bank Amer Corp Common Stock (BAC)	0.1	$4.7M	-43%	82k	56.98	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Exchange Traded Fund (VWO)	0.1	$4.6M		78k	59.69	View chart
At&t Common Stock (T)	0.1	$4.6M	-6%	224k	20.70	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.1	$4.6M	-18%	26k	176.32	View chart
Hasbro Common Stock (HAS)	0.1	$4.5M	-8%	54k	82.59	View chart
Vanguard Scottsdale Fds Vanguard Inter-term Treas Index Exchange Traded Fund (VGIT)	0.1	$4.4M	+2%	75k	58.98	View chart
Emerson Elec Common Stock (EMR)	0.1	$4.4M	+3%	31k	143.15	View chart
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Exchange Traded Fund (MDY)	0.1	$4.4M	+8%	6.2k	703.34	View chart
Union Pac Corp Common Stock (UNP)	0.1	$4.3M		16k	272.00	View chart
Scotts Miracle-gro Common Stock (SMG)	0.1	$4.2M	+1241%	61k	68.11	View chart
Ishares Tr Iboxx $ High Yield Corp Bd Etf Exchange Traded Fund (HYG)	0.1	$4.2M	+3%	52k	79.97	View chart
Vanguard World Fd Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.1	$4.2M	+393%	48k	87.91	View chart
American Tower Corp Common Stock (AMT)	0.1	$4.1M		25k	163.57	View chart
Watsco Common Stock (WSO)	0.1	$4.1M	-8%	9.8k	416.73	View chart
Seagate Technology Hldgs Pb Ltd Co Isin#ie00bkvd2n49 Common Stock (STX)	0.1	$4.1M	+3%	4.2k	965.00	View chart
Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf Exchange Traded Fund (VEU)	0.1	$4.1M	-5%	49k	83.75	View chart
Amcor Plc Com New Isin#je00bv7dq550 Common Stock (AMCR)	0.1	$4.0M		93k	43.35	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$4.0M	+2%	20k	200.62	View chart
Schwab Charles Corp Common Stock (SCHW)	0.1	$4.0M		43k	92.27	View chart
Monster Beverage Corp Common Stock (MNST)	0.1	$3.9M	-5%	41k	96.12	View chart
Western Digital Corp Common Stock (WDC)	0.1	$3.9M	-30%	6.1k	638.72	View chart
Vanguard Whitehall Fds Intl High Divid Yield Etf Exchange Traded Fund (VYMI)	0.1	$3.8M	+9%	39k	98.20	View chart
Uber Technologies Common Stock (UBER)	0.1	$3.8M	-15%	53k	72.16	View chart
Fidelity Covington Tr Enhanced Mid Cap Core Etf Exchange Traded Fund (FMDE)	0.1	$3.8M	+169%	93k	40.58	View chart
Tc Energy Corporation Registered Shs Isin#ca87807b1076 Common Stock (TRP)	0.1	$3.8M		57k	66.21	View chart
Colgate Palmolive Common Stock (CL)	0.1	$3.8M	+7%	41k	91.68	View chart
Howmet Aerospace Common Stock (HWM)	0.1	$3.7M		14k	268.86	View chart
Vanguard Intl Equity Index Fds Ftse Pacific Etf Exchange Traded Fund (VPL)	0.1	$3.7M	+87%	32k	115.69	View chart
Unilever Plc Sponsored Adr New 2025 Isin#us9047678035 Common Stock Adr (UL)	0.1	$3.6M		60k	60.12	View chart
Cadence Design Sys Common Stock (CDNS)	0.1	$3.6M	-6%	9.6k	375.32	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 Common Stock (ETN)	0.1	$3.5M	-4%	8.3k	426.12	View chart
Spotify Technology Sa Registered Shs Isin#lu1778762911 Common Stock (SPOT)	0.1	$3.5M	-3%	7.7k	459.13	View chart
Honeywell Intl Common Stock (HON)	0.1	$3.5M	NEW	16k	223.90	View chart
Unum Group Common Stock (UNM)	0.1	$3.5M	+14140%	39k	89.40	View chart
Disney Walt Co Disney Common Stock (DIS)	0.1	$3.5M	+2%	36k	96.25	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$3.4M	-6%	13k	270.31	View chart
Nextera Energy Common Stock (NEE)	0.1	$3.4M	-49%	39k	87.77	View chart
Honeywell Aerospace Common Stock (HONA)	0.1	$3.4M	NEW	15k	221.08	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$3.4M	+299%	15k	223.95	View chart
Hewlett Packard Enterprise Common Stock (HPE)	0.1	$3.4M	-11%	75k	45.11	View chart
Regions Finl Corp Common Stock (RF)	0.1	$3.4M	+618%	111k	30.20	View chart
Lam Resh Corp Common Stock (LRCX)	0.1	$3.3M	+4%	7.6k	433.33	View chart
Nisource Common Stock (NI)	0.1	$3.2M	+980%	68k	47.55	View chart
Interactive Brokers Group Inc Cl A - Common Stock (IBKR)	0.1	$3.2M	-19%	36k	87.04	View chart
General Elec Common Stock (GE)	0.1	$3.2M	-52%	8.4k	373.73	View chart
American Express Common Stock (AXP)	0.1	$3.2M	-4%	9.3k	338.25	View chart
Ishares Tr 0-1 Yr Treas Bd Etf Exchange Traded Fund (SHV)	0.1	$3.1M	-22%	28k	110.35	View chart
Hershey Common Stock (HSY)	0.1	$3.1M	+73%	18k	175.45	View chart
Snowflake Common Stock (SNOW)	0.1	$3.1M	+121%	12k	254.50	View chart
Schwab Strategic Tr Us Small-cap Etf Exchange Traded Fund (SCHA)	0.1	$3.1M	+23%	86k	36.13	View chart
Vici Pptys Common Stock (VICI)	0.1	$3.1M	-2%	116k	26.55	View chart
Pinnacle West Cap Corp Common Stock (PNW)	0.1	$3.0M	-2%	28k	107.00	View chart
Snap On Common Stock (SNA)	0.1	$3.0M	-21%	7.5k	402.40	View chart
Altria Group Common Stock (MO)	0.1	$2.9M	+24%	41k	71.95	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$2.9M	+34%	29k	102.19	View chart
Blackrock Common Stock (BLK)	0.1	$2.9M	-11%	3.0k	961.60	View chart
Fedex Corp Common Stock (FDX)	0.1	$2.9M	+20%	9.2k	313.13	View chart
Vanguard Index Fds Vanguard Small-cap Value Etf Exchange Traded Fund (VBR)	0.1	$2.9M		12k	243.00	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$2.8M	-4%	2.9k	978.12	View chart
Kimco Rlty Corp Common Stock (KIM)	0.1	$2.8M		111k	25.35	View chart
Toro Common Stock (TTC)	0.1	$2.8M	-24%	29k	97.42	View chart
Tjx Cos Common Stock (TJX)	0.1	$2.8M	+6%	18k	151.50	View chart
L3harris Technologies Common Stock (LHX)	0.1	$2.8M	+9%	9.5k	290.58	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$2.8M	-9%	112k	24.55	View chart
International Business Machs Corp Common Stock (IBM)	0.1	$2.7M	-45%	9.8k	281.21	View chart
O Reilly Automotive Common Stock (ORLY)	0.1	$2.7M	-4%	30k	92.09	View chart
Intercontinental Exchange Common Stock (ICE)	0.0	$2.7M	-14%	22k	123.11	View chart
Netflix Common Stock (NFLX)	0.0	$2.7M	-4%	38k	71.40	View chart
Dell Technologies Inc Cl C Common Stock (DELL)	0.0	$2.7M	-34%	6.3k	431.46	View chart
Spdr Ser Tr State Str Spdr Portfolio Intermediate Term Corporate Exchange Traded Fund (SPIB)	0.0	$2.7M	-13%	81k	33.46	View chart
Intel Corp Common Stock (INTC)	0.0	$2.7M	+11%	19k	139.63	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$2.6M	+5%	2.8k	935.60	View chart
Kimberly-clark Corp Common Stock (KMB)	0.0	$2.6M	-2%	24k	109.77	View chart
Coca Cola Common Stock (KO)	0.0	$2.6M	-37%	32k	81.27	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$2.6M	-44%	53k	49.82	View chart
Ishares Inc Msci World Index Exchange Traded Fund (URTH)	0.0	$2.6M		13k	202.64	View chart
Abbott Labs Common Stock (ABT)	0.0	$2.6M	-22%	29k	90.74	View chart
Airbnb Inc Cl A Common Stock (ABNB)	0.0	$2.6M	-5%	18k	143.10	View chart
Ab Active Etfs Inc Tax-aware Short Duration Mun Etf Exchange Traded Fund (TAFI)	0.0	$2.5M	NEW	100k	25.22	View chart
Ppl Corp Common Stock (PPL)	0.0	$2.5M		69k	36.35	View chart
Vanguard Admiral Fds Inc S&p 500 Value Index Fd Etf Exchange Traded Fund (VOOV)	0.0	$2.4M	-4%	11k	219.20	View chart
Ishares Tr S&p Midcap 400 Value Etf Exchange Traded Fund (IJJ)	0.0	$2.4M	-4%	17k	147.73	View chart
Ishares Tr Russell Mid-cap Growth Etf Exchange Traded Fund (IWP)	0.0	$2.4M	-13%	16k	146.41	View chart
Ishares Inc Msci Bic Etf Exchange Traded Fund (BKF)	0.0	$2.4M	+185%	62k	38.73	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$2.4M	+284%	13k	178.59	View chart
Ishares Tr Biotechnology Etf Exchange Traded Fund (IBB)	0.0	$2.4M	+1079%	12k	190.19	View chart
Travelers Cos Common Stock (TRV)	0.0	$2.4M	+14%	7.1k	330.12	View chart
Southern Common Stock (SO)	0.0	$2.3M	+31%	25k	95.71	View chart
Ishares Tr Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.0	$2.3M	-15%	19k	124.42	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$2.3M		6.9k	341.02	View chart
Danaher Corp Common Stock (DHR)	0.0	$2.3M	+45%	12k	190.48	View chart
Global X Fds Us Infrastructure Dev Etf Exchange Traded Fund (PAVE)	0.0	$2.3M	+7%	39k	58.92	View chart
Cheniere Energy Common Stock (LNG)	0.0	$2.3M	-20%	9.6k	239.01	View chart
United Rentals Common Stock (URI)	0.0	$2.3M	-28%	2.0k	1132.89	View chart
Darden Restaurants Common Stock (DRI)	0.0	$2.2M	+540%	11k	206.01	View chart
Csx Corp Common Stock (CSX)	0.0	$2.2M	-10%	47k	47.53	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$2.2M	+30%	5.6k	397.68	View chart
Select Sector Spdr Tr State Street Utilities Select Sector Spdr Etf Exchange Traded Fund (XLU)	0.0	$2.2M	+7%	49k	45.34	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 2026 Q2 filed Aug. 4, 2026
Td Private Client Wealth 2026 Q1 filed April 27, 2026
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

View all past filings

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