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CIK: 0001551017
Total reported value
$5.4B
$5.4B
1415 檔
17.8%
In Q1 2025, TD Private Client Wealth LLC's U.S. equity holdings reached a combined market value of $5.4B, distributed across 1415 disclosed stock positions.
During Q1 2025, 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 1415 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 | 7.29% | +0.62% | +11.33% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.37% | -0.10% | +2.33% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.20% | +0.21% | +12.33% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.00% | -0.25% | +8.45% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.86% | -0.17% | +7.27% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.44% | -0.15% | +2.20% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.18% | -0.16% | +6.87% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.09% | -0.19% | -4.87% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.91% | +0.12% | +15.05% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.89% | +0.37% | +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% | +0.34% | +17.13% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.33% | -0.04% | +7.64% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.17% | +4.98% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.27% | -0.12% | -4.39% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.27% | -0.01% | -2.78% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.19% | -0.16% | -2.36% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.15% | +0.30% | +8.08% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.09% | -0.09% | +5.91% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.09% | — | +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% | +0.02% | +7.14% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | +0.01% | -0.77% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.04% | +9.76% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.79% | -0.06% | +23.52% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.01% | -1.39% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | — | +2.75% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.04% | +2.38% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.13% | +5.29% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | — | -19.90% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | -0.01% | +4.53% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.03% | +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% | +0.01% | -26.14% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.55% | +0.03% | +0.18% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.02% | -6.47% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.03% | +0.44% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.50% | -0.02% | +1.67% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.46% | +0.05% | +22.28% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.01% | +15.52% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.44% | -0.02% | -4.86% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.44% | +0.01% | +38.05% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | +0.01% | +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% | -0.02% | +8.57% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | +0.05% | +13.88% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.38% | -0.03% | -1.27% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.37% | -0.02% | -13.74% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.15% | +5.63% |
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 1415 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPY, IEFA) accounted for 17.8% of total reported equity market value during Q1 2025.
During Q1 2025, TD Private Client Wealth LLC's top holdings by market value included SPYM (7.3%)、SPY (5.4%)、IEFA (5.2%). The largest single position, SPYM, represented 7.3% of total portfolio value.
In Q1 2025, 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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