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CIK: 0001551017
Total reported value
$5.4B
$5.4B
1313 檔
16.5%
The Q4 2024 SEC filing reveals that TD Private Client Wealth LLC held a total portfolio value of $5.4B, covering 1313 public equity positions.
During Q4 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 1313 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 | 6.97% | +0.62% | +12.75% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.59% | -0.10% | -2.19% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.59% | -0.25% | +10.96% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.37% | +0.21% | +18.27% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.66% | -0.17% | +3.96% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.44% | -0.15% | +4.59% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.21% | -0.19% | +2.78% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.05% | -0.16% | +9.50% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.94% | +0.37% | +11.31% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.67% | +0.12% | +19.64% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.61% | +0.22% | +38.33% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.60% | +0.34% | +15.88% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.48% | -0.01% | -3.11% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.17% | -4.99% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.34% | -0.12% | -4.31% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.21% | -0.16% | +3.19% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.21% | -0.04% | +11.04% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.17% | +0.07% | -6.20% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | — | +1.72% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | +0.30% | +8.10% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.03% | -0.09% | +48.26% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.02% | -2.30% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.98% | — | +4.87% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | — | -3.54% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | — | -0.06% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.04% | -0.40% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | +0.01% | -4.62% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.01% | -3.55% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.04% | +7.51% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | +0.01% | +35.41% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | — | -6.50% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.13% | -1.83% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.64% | -0.06% | +10.32% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.03% | -0.22% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.62% | -0.01% | +205.76% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.02% | +6.09% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.55% | — | +5.00% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.55% | +0.03% | +12.01% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.11% | -8.78% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.03% | -0.05% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.01% | +0.17% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.47% | -0.02% | +6.25% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.43% | -0.02% | -10.33% | |
| 44 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.42% | +0.05% | +11.12% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.02% | -11.76% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.38% | -0.03% | +12.82% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.38% | -0.02% | -3.66% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | -0.04% | +2.53% | |
| 49 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.37% | -0.02% | +11.93% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.36% | +0.01% | +370.31% |
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 1313 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPY, VMBS) accounted for 16.5% of total reported equity market value during Q4 2024.
During Q4 2024, TD Private Client Wealth LLC's top holdings by market value included SPYM (7.0%)、SPY (5.6%)、VMBS (4.6%). The largest single position, SPYM, represented 7.0% of total portfolio value.
In Q4 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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