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CIK: 0001551017
Total reported value
$5.4B
$5.4B
1281 檔
15.5%
As reported in its official Q3 2024 Form 13F filing, TD Private Client Wealth LLC's tracked investment portfolio stood at $5.4B with 1281 total positions.
During Q3 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 1281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.22% | +0.62% | +13.32% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.75% | -0.10% | -3.33% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.43% | -0.25% | +13.09% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.21% | +0.21% | +15.69% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.69% | -0.17% | +12.54% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.43% | -0.15% | +1.93% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.25% | -0.19% | -15.29% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.95% | -0.16% | +12.16% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.72% | +0.37% | +15.47% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.17% | +4.33% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.47% | +0.12% | +13.21% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.47% | -0.01% | +2.34% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.46% | -0.12% | -7.16% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | +0.34% | +10.88% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.25% | -0.04% | +2205.00% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.25% | +0.22% | +12.81% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.24% | -0.16% | +0.15% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | +0.07% | +4.60% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.09% | +0.30% | +2.50% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | — | -8.23% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.06% | — | +9.05% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.02% | -43.95% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.98% | +0.01% | +3.99% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | — | +5.97% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.01% | -1.66% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | — | -10.82% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.04% | +5.74% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.09% | +165.99% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | — | +2.45% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.04% | +6.52% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.13% | +2.97% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.01% | +2.25% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.61% | -0.06% | +24.89% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.60% | +0.01% | -8.36% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.03% | +2.04% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.57% | — | +0.72% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.02% | -2.08% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.11% | -5.67% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | -0.03% | -4.90% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | +0.03% | +8.33% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.52% | -0.02% | -2.19% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | +0.01% | -2.78% | |
| 43 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.47% | -0.02% | -16.06% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | -0.02% | +2.56% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.01% | -0.44% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.40% | -0.03% | -16.03% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | -0.04% | -3.67% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.37% | +0.05% | -3.44% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.37% | +0.05% | +24.07% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.36% | -0.03% | +23.86% |
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 1281 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPY, VMBS) accounted for 15.5% of total reported equity market value during Q3 2024.
During Q3 2024, TD Private Client Wealth LLC's top holdings by market value included SPYM (6.2%)、SPY (5.8%)、VMBS (4.4%). The largest single position, SPYM, represented 6.2% of total portfolio value.
In Q3 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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