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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, SPY, IEFA, VMBS, GOVT, and represent 26.73% of Td Private Client Wealth's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$27M), IEFA (+$21M), VMBS (+$14M), GOVT (+$9.5M), DGRO (+$9.1M), IGIB (+$9.1M), VOOG (+$9.0M), VXF (+$5.5M), IGSB (+$5.4M), VGSH (+$5.1M).
Started 183 new stock positions in LMB, WPM, SMTC, NWS, MTH, CASH, ALLY, CARG, SEI, GFF.
Reduced shares in these 10 stocks: QQQ (-$42M), IWD (-$7.3M), IVW (-$5.9M), RTX (-$5.6M), , SHY, UNH, UBER, TSLA, HLT.
Sold out of its positions in BCI, AAP, ALTR, ABEV, COR, BCS, BLDEW, BRFS, CABO, COHR.
Td Private Client Wealth was a net buyer of stock by $101M.
Td Private Client Wealth has $3.6B in assets under management (AUM), dropping by 1.54%.
Central Index Key (CIK): 0001551017

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Portfolio Holdings for Td Private Client Wealth

Td Private Client Wealth holds 1415 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Td Private Client Wealth has 1415 total positions. Only the first 250 positions are shown.

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Download the Td Private Client Wealth March 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)	7.3	$265M	+11%	4.0M	65.76	View chart
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	5.4	$195M	+2%	349k	559.39	View chart
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)	5.2	$189M	+12%	2.5M	75.65	View chart
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)	5.0	$182M	+8%	3.9M	46.31	View chart
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)	3.9	$140M	+7%	6.1M	22.98	View chart
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)	2.4	$88M	+2%	456k	193.99	View chart
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)	2.2	$79M	+6%	1.3M	58.69	View chart
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)	2.1	$76M	-4%	919k	82.73	View chart
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)	1.9	$69M	+15%	1.1M	61.78	View chart
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)	1.9	$68M	+8%	397k	172.26	View chart
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)	1.9	$68M	+15%	1.3M	52.52	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	1.7	$61M	+17%	183k	334.48	View chart
ISHARES TR 20Plus YR TREAS BD ETF Exchange Traded Fund (TLT)	1.3	$48M	+7%	531k	91.03	View chart
Microsoft Corp Common Stock (MSFT)	1.3	$47M	+4%	125k	375.39	View chart
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)	1.3	$46M	-4%	586k	78.94	View chart
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.3	$46M	-2%	128k	361.09	View chart
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)	1.2	$43M	-2%	365k	118.14	View chart
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)	1.1	$42M	+8%	773k	53.97	View chart
Ishares Tr Core U S Aggregate Bd Etf Exchange Traded Fund (AGG)	1.1	$40M	+5%	401k	98.92	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Fund (EFA)	1.1	$39M	+4%	483k	81.73	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	1.1	$38M	+4%	75k	513.91	View chart
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)	1.0	$36M	+7%	64k	561.90	View chart
Vanguard Index Fds Vanguard Value Etf Exchange Traded Fund (VTV)	0.9	$32M		184k	172.74	View chart
Amazon Common Stock (AMZN)	0.8	$30M	+9%	158k	190.26	View chart
Ishares Tr 1-5 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGSB)	0.8	$29M	+23%	547k	52.37	View chart
Vanguard Index Fds Vanguard Growth Etf Exchange Traded Fund (VUG)	0.8	$28M		75k	370.82	View chart
Nvidia Corp Common Stock (NVDA)	0.7	$27M	+2%	245k	108.38	View chart
Apple Common Stock (AAPL)	0.7	$26M	+2%	118k	222.13	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.7	$25M	+5%	43k	576.36	View chart
Ishares Tr S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.7	$24M	-19%	258k	92.83	View chart
Schwab Strategic Tr Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.7	$24M	+4%	854k	27.96	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.6	$23M		96k	245.30	View chart
Ishares Tr Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.6	$22M	-3%	375k	58.35	View chart
Ishares Tr Iboxx Usd Invt Grade Corp Bd Etf Exchange Traded Fund (LQD)	0.6	$22M	+6%	198k	108.69	View chart
Ishares Tr Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.6	$21M	-26%	109k	188.16	View chart
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Exchange Traded Fund (VCIT)	0.6	$20M		245k	81.76	View chart
Ishares Tr S&p 500 Value Etf Exchange Traded Fund (IVE)	0.5	$19M	-6%	99k	190.58	View chart
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Exchange Traded Fund (BSV)	0.5	$19M		236k	78.28	View chart
Philip Morris Intl Common Stock (PM)	0.5	$18M		114k	158.73	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Exchange Tra.. (VONG)	0.5	$17M	+22%	179k	92.79	View chart
Abbvie Common Stock (ABBV)	0.5	$17M	+15%	79k	209.52	View chart
Ishares Tr Core S&p U S Value Etf Exchange Traded Fund (IUSV)	0.4	$16M	-4%	174k	92.29	View chart
Schwab Strategic Tr Us Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.4	$16M	+38%	637k	25.04	View chart
Ishares Tr Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.4	$16M		150k	104.57	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	0.4	$15M	-3%	99k	154.64	View chart
Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Exchange-traded Exchange Traded Fund (HYS)	0.4	$14M	+8%	152k	93.66	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.4	$14M	+13%	55k	258.62	View chart
Vanguard Bd Index Fds Vanguard Intermediate Term Bd Etf Exchange Traded Fund (BIV)	0.4	$14M		179k	76.57	View chart
Spdr Ser Tr S&p Divid Etf Exchange Traded Fund (SDY)	0.4	$14M	-13%	99k	135.68	View chart
Chevron Corp Common Stock (CVX)	0.4	$13M	+5%	78k	167.29	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.4	$13M	+13%	45k	288.14	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Exchange Traded Fund (IEF)	0.3	$13M		132k	95.37	View chart
Verizon Communications Common Stock (VZ)	0.3	$12M	+3%	269k	45.36	View chart
Spdr Ser Tr Nuveen Bloomberg Short Term Mun Bd Etf Exchange Traded Fund (SHM)	0.3	$12M	-4%	249k	47.60	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.3	$11M	-6%	57k	199.49	View chart
Ishares Tr Russell 1000 Etf Exchange Traded Fund (IWB)	0.3	$11M	+7%	37k	306.74	View chart
Vanguard Bd Index Fds Vanguard Total Bd Market Etf Exchange Traded Fund (BND)	0.3	$11M	+14%	147k	73.45	View chart
Mastercard Inc Cl A Common Stock (MA)	0.3	$11M		19k	548.12	View chart
Broadcom Common Stock (AVGO)	0.3	$11M	+5%	63k	167.43	View chart
Vanguard Index Fds Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.3	$10M	+16%	47k	221.75	View chart
Vanguard World Fds Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.3	$10M	+6%	19k	542.38	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$10M	+9%	62k	165.84	View chart
Vanguard Bd Index Fds Vanguard Long Term Bd Etf Exchange Traded Fund (BLV)	0.3	$10M	+17%	142k	70.42	View chart
Visa Inc Com Cl A Common Stock (V)	0.3	$9.6M	-14%	28k	350.46	View chart
Prologis Common Stock (PLD)	0.3	$9.6M	+25%	85k	111.79	View chart
Vanguard Whitehall Fds Emerging Mkt Govt Bd Index Fd Etf Cl Exchange Traded Fund (VWOB)	0.3	$9.4M		147k	64.20	View chart
Spdr Ser Tr Nuveen Bloomberg Mun Bd Etf Exchange Traded Fund (TFI)	0.2	$9.0M	+7%	200k	45.07	View chart
Medtronic Plc Shs Isin#ie00btn1y115 Common Stock (MDT)	0.2	$8.8M	+68%	98k	89.86	View chart
Salesforce Common Stock (CRM)	0.2	$8.6M	+9%	32k	268.36	View chart
Us Bancorp Del Common Stock (USB)	0.2	$8.6M	+2%	204k	42.22	View chart
American Elec Pwr Common Stock (AEP)	0.2	$8.1M	+5%	75k	109.27	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.2	$8.0M		15k	532.58	View chart
Dbx Etf Tr X Trackers Usd High Yield Corp Bf Etf Exchange Traded Fund (HYLB)	0.2	$7.9M	+19%	218k	36.15	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Exchange Traded Fund (VTEB)	0.2	$7.6M		153k	49.62	View chart
Kenvue Common Stock (KVUE)	0.2	$7.5M	+12%	314k	23.98	View chart
Amgen Common Stock (AMGN)	0.2	$7.5M	+6%	24k	311.55	View chart
Nextera Energy Common Stock (NEE)	0.2	$7.4M	+4%	104k	70.89	View chart
Netflix Common Stock (NFLX)	0.2	$7.4M	+54%	7.9k	932.53	View chart
Ishares Tr Intl Select Divid Etf Index Exchange Traded Fund (IDV)	0.2	$7.3M	-11%	235k	31.02	View chart
Walmart Common Stock (WMT)	0.2	$7.2M	+3%	82k	87.79	View chart
Coca Cola Common Stock (KO)	0.2	$7.2M	+26%	101k	71.62	View chart
Ishares Tr Short-term Natl Mun Bd Etf Exchange Traded Fund (SUB)	0.2	$7.2M	+35%	68k	105.60	View chart
Entergy Corp Common Stock (ETR)	0.2	$7.0M	+5%	82k	85.49	View chart
Home Depot Common Stock (HD)	0.2	$7.0M		19k	366.49	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.2	$7.0M	+6%	52k	134.29	View chart
Merck & Co Common Stock (MRK)	0.2	$7.0M	+13%	78k	89.76	View chart
Ishares Tr Short Treas Bd Etf Exchange Traded Fund (SHV)	0.2	$6.9M	-22%	63k	110.46	View chart
Linde Plc New Shs Isin#ie000s9ys762 Common Stock (LIN)	0.2	$6.8M	+5%	15k	465.64	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.2	$6.7M		20k	345.24	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$6.5M	-34%	12k	523.75	View chart
Cisco Sys Common Stock (CSCO)	0.2	$6.4M	+6%	104k	61.71	View chart
Ishares Tr Core S&p U S Growth Etf Exchange Traded Fund (IUSG)	0.2	$6.3M	+23%	50k	127.08	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$6.3M	+3%	52k	121.97	View chart
Bank Amer Corp Common Stock (BAC)	0.2	$6.2M	+7%	148k	41.73	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$6.2M	+25%	52k	118.93	View chart
Sanofi Spons Adr Isin#us80105n1054 Common Stock Adr (SNY)	0.2	$6.0M	+16%	109k	55.46	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.2	$6.0M	+14%	39k	156.23	View chart
Paychex Common Stock (PAYX)	0.2	$6.0M	-9%	39k	154.28	View chart
Abbott Labs Common Stock (ABT)	0.2	$5.6M	+7%	42k	132.65	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.2	$5.5M	+3%	32k	175.77	View chart
Spotify Technology Sa Registered Shs Isin#lu1778762911 Common Stock (SPOT)	0.1	$5.4M		9.9k	550.03	View chart
Cummins Common Stock (CMI)	0.1	$5.4M	+6%	17k	313.44	View chart
Cvs Health Corp Common Stock (CVS)	0.1	$5.3M	+152%	79k	67.75	View chart
Union Pac Corp Common Stock (UNP)	0.1	$5.3M		23k	236.24	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$5.3M		74k	71.79	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Exchange Traded Fund (VTI)	0.1	$5.2M	-4%	19k	274.84	View chart
Procter & Gamble Common Stock (PG)	0.1	$5.1M	-2%	30k	170.42	View chart
Metlife Common Stock (MET)	0.1	$5.1M	+5%	63k	80.29	View chart
Gilead Sciences Common Stock (GILD)	0.1	$5.1M	-15%	45k	112.05	View chart
Ishares Tr Russell Mid-cap Growth Etf Exchange Traded Fund (IWP)	0.1	$5.0M	+6%	42k	117.49	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$4.9M	-4%	81k	60.99	View chart
Enbridge Inc Com Isin#ca29250n1050 Common Stock (ENB)	0.1	$4.9M	+11%	112k	44.26	View chart
Ishares Tr Natl Mun Bd Etf Exchange Traded Fund (MUB)	0.1	$4.8M		46k	105.44	View chart
Kkr & Co Common Stock (KKR)	0.1	$4.8M	+3%	42k	115.61	View chart
Accenture Plc Ireland Shs Cl A Isin#ie00b4bnmy34 Common Stock (ACN)	0.1	$4.8M	-3%	15k	312.04	View chart
Emerson Elec Common Stock (EMR)	0.1	$4.7M	+6%	43k	109.64	View chart
Lilly Eli & Co Common Stock (LLY)	0.1	$4.6M	+3%	5.6k	825.91	View chart
Blackrock Common Stock (BLK)	0.1	$4.6M		4.9k	946.50	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$4.6M	-5%	124k	36.90	View chart
National Grid Plc Spon Adr New 2017 Common Stock Adr (NGG)	0.1	$4.5M	+33%	68k	65.61	View chart
Fiserv Common Stock (FI)	0.1	$4.5M	+354%	20k	220.83	View chart
Ishares Tr Iboxx $ High Yield Corp Bd Etf Exchange Traded Fund (HYG)	0.1	$4.4M	-6%	56k	78.89	View chart
Wisdomtree Tr Emerging Mkts High Divid Exchange Traded Fund (DEM)	0.1	$4.3M	+26%	103k	42.08	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$4.2M		8.7k	484.11	View chart
Morgan Stanley Common Stock (MS)	0.1	$4.2M	+27%	36k	116.67	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$4.1M	+4%	41k	100.88	View chart
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)	0.1	$4.1M	+11%	20k	206.48	View chart
Pepsico Common Stock (PEP)	0.1	$4.0M	+2%	27k	149.94	View chart
Analog Devices Common Stock (ADI)	0.1	$4.0M		20k	201.67	View chart
International Business Machs Corp Common Stock (IBM)	0.1	$4.0M	-8%	16k	248.66	View chart
Ishares Tr Russell Mid-cap Etf Exchange Traded Fund (IWR)	0.1	$4.0M	+9%	47k	85.07	View chart
Lpl Finl Hldgs Common Stock (LPLA)	0.1	$3.9M	-4%	12k	327.14	View chart
Verisk Analytics Common Stock (VRSK)	0.1	$3.9M	-2%	13k	297.62	View chart
Spdr Ser Tr Bloomberg Barclays Short Term Corporate Bd Etf Exchange Traded Fund (SPSB)	0.1	$3.9M	+15%	130k	30.10	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Exchange Traded Fund (VWO)	0.1	$3.9M		86k	45.26	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.1	$3.9M	-14%	59k	65.59	View chart
Snap On Common Stock (SNA)	0.1	$3.8M	+4%	11k	337.01	View chart
Xcel Energy Common Stock (XEL)	0.1	$3.8M	+3%	53k	70.79	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$3.8M	+21%	7.6k	497.59	View chart
Intuit Common Stock (INTU)	0.1	$3.8M	-25%	6.1k	613.99	View chart
Honeywell Intl Common Stock (HON)	0.1	$3.7M	+13%	18k	211.75	View chart
American Express Common Stock (AXP)	0.1	$3.7M		14k	269.05	View chart
Vici Pptys Common Stock (VICI)	0.1	$3.7M	+8%	114k	32.62	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$3.7M	+214%	12k	312.37	View chart
At&t Common Stock (T)	0.1	$3.7M	-25%	131k	28.28	View chart
Hasbro Common Stock (HAS)	0.1	$3.7M	+6%	60k	61.49	View chart
Schwab Strategic Tr Us Large-cap Etf Exchange Traded Fund (SCHX)	0.1	$3.6M		165k	22.08	View chart
United Parcel Svc Inc Cl B Common Stock (UPS)	0.1	$3.5M	+142%	32k	109.99	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Common Stock Adr (TSM)	0.1	$3.5M	NEW	21k	166.00	View chart
Cheniere Energy Common Stock (LNG)	0.1	$3.5M	+3%	15k	231.40	View chart
Wec Energy Group Common Stock (WEC)	0.1	$3.4M	+4%	32k	108.98	View chart
Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf Exchange Traded Fund (VEU)	0.1	$3.4M		57k	60.66	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$3.4M	+71%	6.8k	495.27	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$3.3M	+5%	19k	172.50	View chart
Tesla Common Stock (TSLA)	0.1	$3.3M	-49%	13k	259.16	View chart
Huntington Bancshares Common Stock (HBAN)	0.1	$3.3M		218k	15.01	View chart
Servicenow Common Stock (NOW)	0.1	$3.2M	-15%	4.1k	796.14	View chart
Pfizer Common Stock (PFE)	0.1	$3.2M	+30%	128k	25.34	View chart
Truist Finl Corp Common Stock (TFC)	0.1	$3.2M	+3%	79k	41.15	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Exchange Traded Fund (VEA)	0.1	$3.2M	-7%	63k	50.83	View chart
Progressive Corp Oh Common Stock (PGR)	0.1	$3.2M	+4%	11k	283.01	View chart
Lennox Intl Common Stock (LII)	0.1	$3.2M	+2%	5.7k	560.83	View chart
Interactive Brokers Group Inc Cl A - Common Stock (IBKR)	0.1	$3.1M		19k	165.59	View chart
Spdr Ser Tr Spdr Bloomberg 1-3 Mnth T Bill Etf Exchange Traded Fund (BIL)	0.1	$3.1M	-7%	34k	91.73	View chart
Lazard Common Stock (LAZ)	0.1	$3.1M	+7%	72k	43.30	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 Common Stock (ETN)	0.1	$3.1M	+39%	12k	271.83	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$3.1M	+12%	32k	98.09	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Value Index Fd Etf Exchange Traded Fund (VONV)	0.1	$3.1M		38k	82.54	View chart
Discover Finl Svcs Common Stock (DFS)	0.1	$3.1M	-34%	18k	170.70	View chart
Markel Group Common Stock (MKL)	0.1	$3.1M	+85%	1.6k	1869.61	View chart
Realty Income Corp Common Stock (O)	0.1	$3.1M	+13%	53k	58.01	View chart
Phillips 66 Common Stock (PSX)	0.1	$3.0M	-5%	25k	123.48	View chart
Cadence Design Sys Common Stock (CDNS)	0.1	$3.0M	-8%	12k	254.33	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.1	$3.0M		6.2k	484.82	View chart
Spdr Ser Tr Bloomberg Short Term High Yield Bd Etf Exchange Traded Fund (SJNK)	0.1	$3.0M	+34%	120k	25.16	View chart
Spdr Index Shs Fds Msci Acwi Ex-us Etf Exchange Traded Fund (CWI)	0.1	$3.0M	+31%	100k	29.58	View chart
Berkley W R Corp Common Stock (WRB)	0.1	$2.9M	-5%	41k	71.16	View chart
Ge Vernova Common Stock (GEV)	0.1	$2.9M	+153%	9.5k	305.28	View chart
Applied Matls Common Stock (AMAT)	0.1	$2.9M	+24%	20k	145.12	View chart
Citigroup Common Stock (C)	0.1	$2.9M	+4%	41k	70.99	View chart
Danaher Corp Common Stock (DHR)	0.1	$2.8M	-15%	14k	205.00	View chart
Disney Walt Co Disney Common Stock (DIS)	0.1	$2.8M	+26%	28k	98.70	View chart
Lyondellbasell Industries N V Ord Shs Cl A Common Stock (LYB)	0.1	$2.8M	+32%	39k	70.40	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$2.7M	+3%	2.9k	945.64	View chart
Vanguard Scottsdale Fds Vanguard Inter-term Treas Index Exchange Traded Fund (VGIT)	0.1	$2.7M	+3%	46k	59.40	View chart
Ppl Corp Common Stock (PPL)	0.1	$2.7M	+10%	75k	36.11	View chart
Atlassian Corp Cl A Common Stock (TEAM)	0.1	$2.7M	+27%	13k	212.21	View chart
Trane Technologies Plc Shs Isin#ie00bk9zq967 Common Stock (TT)	0.1	$2.7M	+7%	7.9k	336.92	View chart
Tc Energy Corporation Registered Shs Isin#ca87807b1076 Common Stock (TRP)	0.1	$2.6M	-13%	56k	47.22	View chart
Ishares Tr S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.1	$2.6M	-24%	21k	124.50	View chart
Equifax Common Stock (EFX)	0.1	$2.6M		11k	243.56	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$2.5M	-40%	5.7k	446.71	View chart
Southern Common Stock (SO)	0.1	$2.5M	+4%	28k	91.95	View chart
Nutrien Ltd Registered Shs Isin#ca67077m1086 Common Stock (NTR)	0.1	$2.5M	+16%	51k	49.63	View chart
Watsco Common Stock (WSO)	0.1	$2.5M	-2%	4.8k	508.30	View chart
Vanguard World Fd Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)	0.1	$2.4M	+12%	7.9k	308.88	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$2.4M	+181%	4.0k	607.85	View chart
Ishares Tr Core S&p Total U S Stk Mkt Etf Exchange Traded Fund (ITOT)	0.1	$2.4M	+17%	19k	122.01	View chart
Rollins Common Stock (ROL)	0.1	$2.3M	-2%	43k	54.03	View chart
Hca Healthcare Common Stock (HCA)	0.1	$2.3M	+10%	6.8k	345.55	View chart
Conocophillips Common Stock (COP)	0.1	$2.3M	+2%	22k	105.02	View chart
Vanguard Index Fds Real Estate Index Fd Etf Exchange Traded Fund (VNQ)	0.1	$2.3M	-9%	26k	90.54	View chart
Bank Of Montreal Common Stock (BMO)	0.1	$2.3M	+4%	24k	95.51	View chart
Apollo Global Mgmt Common Stock (APO)	0.1	$2.3M	+30%	17k	136.94	View chart
Howmet Aerospace Common Stock (HWM)	0.1	$2.3M	-36%	17k	129.73	View chart
Ss&c Technologies Hldgs Common Stock (SSNC)	0.1	$2.2M	+11%	27k	83.53	View chart
Oracle Corp Common Stock (ORCL)	0.1	$2.2M	-14%	16k	139.81	View chart
Cardinal Health Common Stock (CAH)	0.1	$2.2M	+4%	16k	137.77	View chart
Cooper Cos Inc Com Par Common Stock (COO)	0.1	$2.2M	-3%	26k	84.35	View chart
Bentley Sys Inc Cl B Common Stock (BSY)	0.1	$2.2M	-4%	55k	39.34	View chart
Pool Corp Common Stock (POOL)	0.1	$2.2M		6.8k	318.35	View chart
Ishares Tr S&p Midcap 400 Value Etf Exchange Traded Fund (IJJ)	0.1	$2.2M	-7%	18k	119.73	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.1	$2.1M		8.8k	244.03	View chart
Msc Indl Direct Inc Cl A Common Stock (MSM)	0.1	$2.1M	+11%	27k	77.67	View chart
Bjs Whsl Club Hldgs Common Stock (BJ)	0.1	$2.1M	-3%	18k	114.10	View chart
Ishares Tr Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.1	$2.1M	+3%	35k	58.94	View chart
Kla Corp Common Stock (KLAC)	0.1	$2.1M	+2%	3.0k	679.80	View chart
Autodesk Common Stock (ADSK)	0.1	$2.1M		7.9k	261.80	View chart
Universal Display Corp Common Stock (OLED)	0.1	$2.0M	+50%	15k	139.48	View chart
Ishares Tr Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.1	$2.0M	+11%	20k	100.00	View chart
Stryker Corp Common Common Stock (SYK)	0.1	$2.0M	+5%	5.4k	372.25	View chart
Alexandria Real Estate Equities Common Stock (ARE)	0.1	$2.0M	+7%	22k	92.51	View chart
Diageo Plc Sponsored Adr New Isin#us25243q2057 Common Stock Adr (DEO)	0.1	$2.0M		19k	104.79	View chart
Henry Jack & Assoc Common Stock (JKHY)	0.1	$2.0M	-6%	11k	182.60	View chart
Williams Cos Common Stock (WMB)	0.1	$2.0M	-26%	33k	59.76	View chart
Allegion Pub Ltd Co Ord Shs Isin#ie00bfrt3w74 Common Stock (ALLE)	0.1	$2.0M	-5%	15k	130.46	View chart
Vanguard Index Fds Vanguard Small-cap Value Etf Exchange Traded Fund (VBR)	0.1	$1.9M	+4%	10k	186.29	View chart
Texas Instrs Common Stock (TXN)	0.1	$1.9M	-3%	11k	179.70	View chart
Shell Plc Sponsored Adr Repstg Ord Sh Isin#us7802593050 Common Stock Adr (SHEL)	0.1	$1.9M	+3%	27k	73.28	View chart
Vanguard Admiral Fds Inc S&p 500 Value Index Fd Etf Exchange Traded Fund (VOOV)	0.1	$1.9M		11k	184.19	View chart
Nordson Corp Common Stock (NDSN)	0.1	$1.9M	-6%	9.5k	201.72	View chart
L3harris Technologies Common Stock (LHX)	0.1	$1.9M	+28%	9.1k	209.31	View chart
Firstenergy Corp Common Stock (FE)	0.1	$1.9M	+174%	47k	40.42	View chart
Zurn Elkay Wtr Solutions Corp Common Stock (ZWS)	0.1	$1.9M	-5%	57k	32.98	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$1.9M	-47%	3.4k	546.29	View chart
Ishares Tr Tips Bd Etf Exchange Traded Fund (TIP)	0.1	$1.9M	+3%	17k	111.09	View chart
First Ctzns Bancshares Inc Cl A Common Stock (FCNCA)	0.1	$1.9M	+2%	1.0k	1854.12	View chart
Sony Group Corp Amern Sh New Isin#us8356993076 Common Stock Adr (SONY)	0.1	$1.9M	+2%	73k	25.39	View chart
Invesco Exchange-traded Fd Tr Ii Natl Amt-free Mun Bd Etf Exchange Traded Fund (PZA)	0.1	$1.8M		80k	23.04	View chart
Micron Technology Common Stock (MU)	0.1	$1.8M		21k	86.89	View chart
Veeva Sys Inc Cl A Common Stock (VEEV)	0.1	$1.8M	+4%	7.9k	231.63	View chart
United Rentals Common Stock (URI)	0.1	$1.8M	+70%	2.9k	626.70	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.0	$1.8M	+18%	31k	58.96	View chart
Vanguard Index Fds Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.0	$1.8M	+21%	7.0k	257.04	View chart
Tjx Cos Common Stock (TJX)	0.0	$1.8M	+21%	15k	121.80	View chart
Zebra Technologies Corp Cl A Common Stock (ZBRA)	0.0	$1.8M	-4%	6.4k	282.56	View chart
Elevance Health Common Stock (ELV)	0.0	$1.8M	+50%	4.0k	434.96	View chart
Choice Hotels Intl Common Stock (CHH)	0.0	$1.8M	-4%	13k	132.78	View chart
Fidelity Natl Information Svcs Common Stock (FIS)	0.0	$1.7M	-5%	23k	74.68	View chart
Bright Horizons Family Solutions Inc Del Common Stock (BFAM)	0.0	$1.7M	-3%	14k	127.04	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 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
Td Private Client Wealth 2022 Q3 filed Aug. 16, 2024
Td Private Client Wealth 2022 Q4 filed Aug. 16, 2024

View all past filings

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