TD Private Client Wealth LLC — Q4 2024 13F Holdings

Name: TD Private Client Wealth LLC — 13F Holdings, Q4 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001551017

Total reported value

$4.8B

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Full holdings list this quarter

Showing top 200 holdings (of 1313 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	6.97%	-0.12%	+12.75%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.59%	-0.38%	-2.19%
3	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	4.59%	+0.18%	+10.96%
4	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.37%	+0.40%	+18.27%
5	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	3.66%	+0.21%	+3.96%
6	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.44%	—	+4.59%
7	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	2.21%	-0.18%	+2.78%
8	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	2.05%	+0.27%	+9.50%
9	VXF	Vanguard Extended Market ETF	ETF-Other	1.94%	+0.19%	+11.31%
10	DGRO	Ishares Core Dividend Growth	ETF-Other	1.67%	+0.17%	+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%	-0.17%	+15.88%
13	IWF	Ishares Russell 1000 Growth	ETF-Other	1.48%	-0.12%	-3.11%
14	MSFT	Microsoft CORP	Stock-Tech	1.40%	-0.34%	-4.99%
15	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.34%	+0.06%	-4.31%
16	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.21%	—	+3.19%
17	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	1.21%	+0.03%	+11.04%
18	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.17%	—	-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%	+0.32%	+8.10%
21	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.03%	—	+48.26%
22	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.98%	—	-2.30%
23	EFA	Ishares Msci Eafe ETF	ETF-Other	0.98%	+0.04%	+4.87%
24	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.91%	-0.07%	-3.54%
25	NVDA	Nvidia CORP	Stock-Tech	0.89%	-0.09%	-0.06%
26	AMZN	Amazon.com INC	Stock-Consumer Disc	0.88%	-0.12%	-0.40%
27	VTV	Vanguard Value ETF	ETF-Other	0.88%	—	-4.62%
28	VUG	Vanguard Growth ETF	ETF-Other	0.88%	—	-3.55%
29	AAPL	Apple INC	Stock-Tech	0.80%	+0.13%	+7.51%
30	IWD	Ishares Russell 1000 Value E	ETF-Other	0.77%	-0.30%	+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%	-0.09%	-1.83%
33	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.64%	+0.16%	+10.32%
34	JPM	Jpmorgan Chase & Co	Stock-Financials	0.63%	-0.12%	-0.22%
35	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.62%	—	+205.76%
36	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.57%	—	+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%	—	+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%	—	-0.05%
41	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.48%	—	+0.17%
42	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.47%	—	+6.25%
43	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.43%	—	-10.33%
44	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.42%	—	+11.12%
45	AVGO	Broadcom INC	Stock-Tech	0.38%	—	-11.76%
46	BIV	Vanguard Intermediate-term B	ETF-Other	0.38%	—	+12.82%
47	PM	Philip Morris International	Stock-Consumer Staples	0.38%	—	-3.66%
48	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.38%	+0.14%	+2.53%
49	HYS	Pimco 0-5 Year H/y CORP Bond	ETF-Corp Bonds	0.37%	—	+11.93%
50	SCHG	Schwab US Large-cap Growth	ETF-Other	0.36%	—	+370.31%

1–50 of 200