TD PRIVATE CLIENT WEALTH LLC Portfolio Holdings
Q3 2025•1,527 long positions•$4.4B portfolio value
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Holding1,567 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $356.8M 8.04% | +$19.0M Bought | — 4.6M shares | 4.3M → 4.6M +$19.0M | +5.63% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $249.3M 5.62% | +$18.0M Bought | — 2.9M shares | 2.6M → 2.9M +$18.0M | +7.77% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $214.7M 4.84% | -$15.0M Sold | — 322.3K shares | 344.7K → 322.3K −$15.0M | -6.51% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $209.9M 4.73% | +$15.5M Bought | — 4.5M shares | 4.1M → 4.5M +$15.5M | +7.95% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $155.0M 3.49% | +$7.3M Bought | — 6.7M shares | 6.4M → 6.7M +$7.3M | +4.91% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $102.3M 2.3% | +$13.3M Bought | — 1.5M shares | 1.3M → 1.5M +$13.3M | +14.98% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $100.9M 2.27% | +$11.2M Bought | — 231.7K shares | 206.1K → 231.7K +$11.2M | +12.45% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $100.0M 2.25% | +$264.6K Bought | — 463.2K shares | 462.0K → 463.2K +$264.6K | +0.27% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $96.1M 2.16% | +$17.7M Bought | — 1.8M shares | 1.4M → 1.8M +$17.7M | +22.58% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $95.1M 2.14% | +$12.0M Bought | — 1.6M shares | 1.4M → 1.6M +$12.0M | +14.38% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $94.4M 2.13% | +$6.4M Bought | — 451.1K shares | 420.3K → 451.1K +$6.4M | +7.33% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $77.2M 1.74% | +$2.7M Bought | — 930.1K shares | 897.2K → 930.1K +$2.7M | +3.66% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $62.9M 1.42% | -$583.7K Sold | 0.002% 121.4K shares | 122.5K → 121.4K −$583.7K | -0.92% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $56.6M 1.27% | +$6.6M Bought | — 633.4K shares | 559.6K → 633.4K +$6.6M | +13.19% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $53.1M 1.2% | +$3.1M Bought | — 664.4K shares | 625.7K → 664.4K +$3.1M | +6.18% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $51.7M 1.16% | -$1.5M Sold | — 784.5K shares | 807.7K → 784.5K −$1.5M | -2.87% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $51.2M 1.15% | +$5.1M Bought | 0.001% 274.3K shares | 246.7K → 274.3K +$5.1M | +11.19% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $50.2M 1.13% | +$6.0M Bought | — 537.3K shares | 473.3K → 537.3K +$6.0M | +13.52% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $49.0M 1.1% | +$6.6M Bought | — 409.9K shares | 355.0K → 409.9K +$6.6M | +15.48% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $47.4M 1.07% | +$5.9M Bought | — 473.1K shares | 414.3K → 473.1K +$5.9M | +14.19% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $46.5M 1.05% | +$433.0K Bought | — 76.0K shares | 75.3K → 76.0K +$433.0K | +0.94% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $46.1M 1.04% | -$604.6K Sold | — 76.9K shares | 77.9K → 76.9K −$604.6K | -1.29% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $45.3M 1.02% | -$4.1M Sold | — 96.6K shares | 105.5K → 96.6K −$4.1M | -8.39% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $41.9M 0.944% | -$2.9M Sold | — 62.6K shares | 66.9K → 62.6K −$2.9M | -6.41% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $38.1M 0.858% | +$6.0M Bought | — 717.9K shares | 604.5K → 717.9K +$6.0M | +18.76% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $36.1M 0.813% | +$562.5K Bought | — 193.5K shares | 190.5K → 193.5K +$562.5K | +1.58% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $35.9M 0.809% | +$29.5M Bought | — 296.7K shares | 52.9K → 296.7K +$29.5M | +460.63% | — — | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $34.5M 0.777% | -$1.1M Sold | 0.001% 157.1K shares | 162.3K → 157.1K −$1.1M | -3.2% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $31.9M 0.719% | -$2.9M Sold | — 66.5K shares | 72.5K → 66.5K −$2.9M | -8.3% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $30.2M 0.679% | +$132.2K Bought | 0.002% 41.1K shares | 40.9K → 41.1K +$132.2K | +0.44% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $30.0M 0.675% | -$295.9K Sold | 0.001% 117.8K shares | 118.9K → 117.8K −$295.9K | -0.98% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $29.6M 0.666% | -$3.8M Sold | — 245.0K shares | 276.2K → 245.0K −$3.8M | -11.27% | — — | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $26.8M 0.604% | -$3.8M Sold | 0.003% 85.0K shares | 97.1K → 85.0K −$3.8M | -12.44% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $25.5M 0.575% | +$2.9M Bought | — 303.4K shares | 269.3K → 303.4K +$2.9M | +12.64% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $24.9M 0.561% | -$1.4M Sold | — 206.8K shares | 218.6K → 206.8K −$1.4M | -5.41% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $23.4M 0.528% | +$597.5K Bought | — 210.3K shares | 205.0K → 210.3K +$597.5K | +2.62% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $22.8M 0.514% | +$2.3M Bought | 0.001% 93.8K shares | 84.5K → 93.8K +$2.3M | +11.03% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $22.4M 0.506% | +$548.8K Bought | — 703.3K shares | 686.1K → 703.3K +$548.8K | +2.51% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $22.3M 0.502% | -$1.3M Sold | — 341.2K shares | 361.9K → 341.2K −$1.3M | -5.71% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $21.8M 0.491% | -$5.6M Sold | — 797.7K shares | 1.0M → 797.7K −$5.6M | -20.57% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $21.7M 0.489% | -$1.3M Sold | — 106.6K shares | 112.8K → 106.6K −$1.3M | -5.52% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $19.8M 0.447% | +$302.7K Bought | — 96.1K shares | 94.6K → 96.1K +$302.7K | +1.55% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $19.7M 0.444% | +$2.8M Bought | — 67.1K shares | 57.6K → 67.1K +$2.8M | +16.5% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $18.6M 0.419% | +$374.7K Bought | — 52.3K shares | 51.2K → 52.3K +$374.7K | +2.06% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $18.4M 0.414% | -$4.6M Sold | 0.001% 55.7K shares | 69.8K → 55.7K −$4.6M | -20.15% | $1.56T Mega Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $18.0M 0.406% | -$521.2K Sold | 0.004% 77.9K shares | 80.1K → 77.9K −$521.2K | -2.81% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $17.4M 0.393% | +$2.2M Bought | — 182.2K shares | 158.7K → 182.2K +$2.2M | +14.8% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $16.9M 0.381% | +$644.0K Bought | — 214.4K shares | 206.2K → 214.4K +$644.0K | +3.96% | — — | Q4 2019 Held for 5y 11m | |
Tobacco Consumer Defensive | $15.6M 0.352% | -$1.0M Sold | 0.006% 96.5K shares | 102.9K → 96.5K −$1.0M | -6.22% | $252.48B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $15.3M 0.346% | -$1.1M Sold | — 129.1K shares | 138.6K → 129.1K −$1.1M | -6.87% | — — | Q4 2019 Held for 5y 11m |
