TD Private Client Wealth LLC
- SEC CIK
- 0001551017
- Latest filing
- Aug 4, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Aug 16, 2024. Long positions only.
- Positions
- 1,165
- No 13F data for Q4 2020
- Portfolio value
- $2.14B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 498,210 | $197.5M | 9.2% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 898,335 | $77.5M | 3.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 409,997 | $60.3M | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 218,065 | $51.4M | 2.4% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 554,643 | $45.8M | 2.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 590,530 | $38.4M | 1.8% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 301,113 | $35.5M | 1.7% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 259,888 | $33.8M | 1.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 123,051 | $31.6M | 1.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 8,453 | $26.2M | 1.2% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 317,104 | $26.1M | 1.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 327,853 | $24.9M | 1.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 110,339 | $24.4M | 1.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 92,530 | $22.5M | 1.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 10,280 | $21.2M | 1.0% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 158,901 | $20.9M | 1.0% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 336,849 | $20.4M | 1.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 50,834 | $18.5M | 0.9% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 99,189 | $17.5M | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 140,501 | $17.2M | 0.8% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 39,418 | $15.7M | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 52,679 | $15.5M | 0.7% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 136,763 | $15.4M | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 93,483 | $14.2M | 0.7% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 272,422 | $14.1M | 0.7% | – | – | History |
| ADBEAdobe Inc. | Stock | 27,713 | $13.2M | 0.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 6,303 | $13.0M | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 119,744 | $13.0M | 0.6% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 139,149 | $12.9M | 0.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 151,525 | $12.8M | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 216,178 | $12.6M | 0.6% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 47,544 | $12.4M | 0.6% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 155,549 | $12.0M | 0.6% | – | – | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 92,290 | $12.0M | 0.6% | – | – | – |
| VVisa Inc. | Stock | 54,097 | $11.5M | 0.5% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 31,797 | $11.4M | 0.5% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 71,824 | $10.9M | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 298,314 | $10.8M | 0.5% | – | – | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 340,713 | $10.7M | 0.5% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 118,396 | $10.5M | 0.5% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 72,613 | $10.3M | 0.5% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 22,256 | $10.2M | 0.5% | – | – | History |
| CVXChevron Corp | Stock | 94,258 | $9.88M | 0.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 26,223 | $9.76M | 0.5% | – | – | History |
| DHRDanaher Corp | Stock | 42,383 | $9.54M | 0.4% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 29,381 | $9.38M | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 80,675 | $9.18M | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 44,096 | $9.11M | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 54,571 | $8.97M | 0.4% | – | – | History |
| MAMastercard Inc | Stock | 25,086 | $8.93M | 0.4% | – | – | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 172,421 | $8.91M | 0.4% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 176,448 | $8.74M | 0.4% | – | – | – |
| MDTMedtronic plc | Stock | 71,157 | $8.41M | 0.4% | – | – | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 65,199 | $8.36M | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 76,734 | $8.33M | 0.4% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 260,052 | $7.94M | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 56,135 | $7.94M | 0.4% | – | – | History |
| AMATApplied Materials Inc | Stock | 58,661 | $7.84M | 0.4% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 32,066 | $7.79M | 0.4% | – | – | History |
| INTUIntuit Inc. | Stock | 20,265 | $7.76M | 0.4% | – | – | History |
| METMetlife Inc | Stock | 126,144 | $7.67M | 0.4% | – | – | History |
| LRCXLam Research Corp | COM | 12,148 | $7.23M | 0.3% | – | – | History |
| BLKBlackRock, Inc. | COM | 9,555 | $7.20M | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 53,055 | $7.19M | 0.3% | – | – | History |
| BACBank of America Corp | Stock | 182,812 | $7.07M | 0.3% | – | – | History |
| iShares Tr464288588 | MBS ETF | 64,486 | $6.99M | 0.3% | – | – | – |
| CMCSAComcast Corp | Stock | 126,812 | $6.86M | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 122,603 | $6.84M | 0.3% | – | – | History |
| TFCTruist Financial Corp | COM | 117,142 | $6.83M | 0.3% | – | – | History |
| KLACKLA Corp | COM NEW | 19,833 | $6.55M | 0.3% | – | – | History |
| MSCIMSCI Inc. | Stock | 15,506 | $6.50M | 0.3% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 89,254 | $6.43M | 0.3% | – | – | – |
| CHTRCharter Communications, Inc. | CL A | 10,361 | $6.39M | 0.3% | – | – | History |
| USBUS Bancorp DE | COM NEW | 114,785 | $6.35M | 0.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 11,830 | $6.32M | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 52,697 | $6.32M | 0.3% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 112,711 | $6.29M | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 45,445 | $6.17M | 0.3% | – | – | History |
| DUKDuke Energy CORP | Stock | 63,705 | $6.15M | 0.3% | – | – | History |
| DDominion Energy, Inc | Stock | 79,183 | $6.01M | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 19,514 | $5.96M | 0.3% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 47,098 | $5.91M | 0.3% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 67,242 | $5.86M | 0.3% | – | – | – |
| SMGScotts Miracle-Gro Co | Stock | 23,851 | $5.84M | 0.3% | – | – | History |
| CMCanadian Imperial Bank of Commerce | COM | 58,887 | $5.76M | 0.3% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 19,698 | $5.71M | 0.3% | – | – | History |
| EAElectronic Arts Inc. | COM | 41,854 | $5.67M | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 22,066 | $5.64M | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 106,165 | $5.60M | 0.3% | – | – | History |
| ETNEaton Corp plc | Stock | 40,185 | $5.56M | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 34,614 | $5.54M | 0.3% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 62,068 | $5.51M | 0.3% | – | – | – |
| MOAltria Group, Inc. | Stock | 107,597 | $5.50M | 0.3% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 30,962 | $5.47M | 0.3% | – | – | History |
| NOWServiceNow, Inc. | Stock | 10,503 | $5.25M | 0.2% | – | – | History |
| CCICrown Castle Inc. | REIT | 30,404 | $5.23M | 0.2% | – | – | History |
| TAT&T Inc. | Stock | 172,645 | $5.23M | 0.2% | – | – | History |
| NKENIKE, Inc. | Stock | 38,996 | $5.18M | 0.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 77,845 | $5.15M | 0.2% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 78,690 | $5.09M | 0.2% | – | – | History |