TD Private Client Wealth LLC — Q1 2025 13F Holdings

Name: TD Private Client Wealth LLC — 13F Holdings, Q1 2025
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 1415 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	7.29%	-0.12%	+11.33%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.37%	-0.38%	+2.33%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	5.20%	+0.40%	+12.33%
4	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	5.00%	+0.18%	+8.45%
5	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	3.86%	+0.21%	+7.27%
6	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.44%	—	+2.20%
7	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	2.18%	+0.27%	+6.87%
8	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	2.09%	-0.18%	-4.87%
9	DGRO	Ishares Core Dividend Growth	ETF-Other	1.91%	+0.17%	+15.05%
10	VXF	Vanguard Extended Market ETF	ETF-Other	1.89%	+0.19%	+8.69%
11	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	1.87%	+0.22%	+15.44%
12	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	1.69%	-0.17%	+17.13%
13	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	1.33%	+0.03%	+7.64%
14	MSFT	Microsoft CORP	Stock-Tech	1.29%	-0.34%	+4.98%
15	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.27%	+0.06%	-4.39%
16	IWF	Ishares Russell 1000 Growth	ETF-Other	1.27%	-0.12%	-2.78%
17	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.19%	—	-2.36%
18	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.15%	+0.32%	+8.08%
19	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.09%	—	+5.91%
20	EFA	Ishares Msci Eafe ETF	ETF-Other	1.09%	+0.04%	+4.51%
21	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.06%	—	+4.36%
22	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.99%	—	+7.14%
23	VTV	Vanguard Value ETF	ETF-Other	0.88%	—	-0.77%
24	AMZN	Amazon.com INC	Stock-Consumer Disc	0.83%	-0.12%	+9.76%
25	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.79%	+0.16%	+23.52%
26	VUG	Vanguard Growth ETF	ETF-Other	0.77%	—	-1.39%
27	NVDA	Nvidia CORP	Stock-Tech	0.73%	-0.09%	+2.75%
28	AAPL	Apple INC	Stock-Tech	0.72%	+0.13%	+2.38%
29	META	Meta Platforms Inc-class A	Stock-Comm Services	0.68%	-0.09%	+5.29%
30	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.66%	-0.07%	-19.90%
31	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.66%	—	+4.53%
32	JPM	Jpmorgan Chase & Co	Stock-Financials	0.65%	-0.12%	+1.15%
33	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.60%	—	-3.18%
34	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.59%	—	+6.95%
35	IWD	Ishares Russell 1000 Value E	ETF-Other	0.57%	-0.30%	-26.14%
36	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.55%	—	+0.18%
37	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.52%	—	-6.47%
38	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.51%	—	+0.44%
39	PM	Philip Morris International	Stock-Consumer Staples	0.50%	—	+1.67%
40	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.46%	—	+22.28%
41	ABBV	Abbvie INC	Stock-Healthcare	0.46%	—	+15.52%
42	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.44%	—	-4.86%
43	SCHG	Schwab US Large-cap Growth	ETF-Other	0.44%	—	+38.05%
44	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.43%	—	+0.64%
45	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.42%	-0.11%	-3.37%
46	HYS	Pimco 0-5 Year H/y CORP Bond	ETF-Corp Bonds	0.39%	—	+8.57%
47	VO	Vanguard Mid-cap ETF	ETF-Other	0.39%	—	+13.88%
48	BIV	Vanguard Intermediate-term B	ETF-Other	0.38%	—	-1.27%
49	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.37%	—	-13.74%
50	CVX	Chevron CORP	Stock-Energy	0.36%	+0.14%	+5.63%

1–50 of 200