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CIK: 0001551017
Total reported value
$5.4B
$5.4B
1215 檔
12.2%
According to the latest 13F quarterly dataset, TD Private Client Wealth LLC managed an equity portfolio of $5.4B at the end of Q1 2024, spanning 1215 distinct U.S. exchange-listed positions.
During Q1 2024, TD Private Client Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.38% | -0.10% | -1.03% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.98% | +0.62% | +11.40% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.62% | -0.25% | +14.98% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.47% | +0.21% | +12.35% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.40% | -0.17% | +15.45% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.90% | -0.19% | +4.75% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.36% | -0.15% | +6.95% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.02% | +4.80% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.76% | -0.16% | +14.27% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.17% | -5.59% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.73% | -0.12% | +1.83% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.46% | +0.37% | +13.57% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.42% | -0.01% | -9.53% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | +0.07% | +1.77% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | — | +7.14% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.19% | -0.16% | +9.64% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.18% | +0.12% | +10.18% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.12% | +0.30% | +13.51% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.12% | +0.22% | +25.83% | |
| 20 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.34% | +14.44% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.99% | — | +4.16% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | — | -6.31% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | +0.01% | +5.44% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.94% | — | +15.15% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.91% | +0.01% | -4.12% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | — | -4.52% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | — | +395.58% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.04% | +5.01% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | +0.01% | -19.24% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | -0.01% | -0.22% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.02% | -5.46% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.11% | -5.85% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.64% | — | +10.04% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.63% | -0.03% | -4.78% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.03% | +0.19% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.60% | +0.04% | -7.20% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.59% | -0.02% | -6.49% | |
| 38 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.58% | -0.02% | +24.90% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.13% | +4.41% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | +0.01% | +4.43% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.52% | -0.03% | +9.47% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | — | -1.27% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.46% | +0.03% | +56.00% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.04% | -10.86% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.43% | -0.06% | +15.68% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.01% | +7.00% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | +0.05% | +2.95% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.15% | +14.39% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.01% | -11.28% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | — | +4.21% |
According to official SEC Form 13F filings, TD Private Client Wealth LLC reported a total U.S. public equity portfolio value of $5.4B across 1215 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SPYM, VMBS) accounted for 12.2% of total reported equity market value during Q1 2024.
During Q1 2024, TD Private Client Wealth LLC's top holdings by market value included SPY (6.4%)、SPYM (5.0%)、VMBS (3.6%). The largest single position, SPY, represented 6.4% of total portfolio value.
In Q1 2024, TD Private Client Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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