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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.

Institution overview
Positions
1,165
No 13F data for Q4 2020
Portfolio value
$2.14B
No 13F data for Q4 2020
Filed
Aug 16, 2024
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of TD Private Client Wealth LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
CTRACoterra Energy Inc.Stock1,828$34.3K<0.1%––History
RACEFerrari N.V.COM165$34.6K<0.1%––History
CFCF Industries Holdings, Inc.COM779$35.4K<0.1%––History
SYFSynchrony FinancialCOM873$35.5K<0.1%––History
AUDCAudiocodes LtdORD1,318$35.6K<0.1%––History
HIIHuntington Ingalls Industries, Inc.COM174$35.8K<0.1%––History
MMSMaximus, Inc.COM407$36.2K<0.1%––History
JCIJohnson Controls International plcStock611$36.5K<0.1%––History
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG1,386$37.1K<0.1%–––
PNRPENTAIR plcSHS598$37.3K<0.1%––History
RHIRobert Half Inc.COM482$37.6K<0.1%––History
QGENQiagen N.V.SHS NEW779$37.8K<0.1%––History
Vanguard BD Index FDS921937793LONG TERM BOND389$38.2K<0.1%–––
PFGCPerformance Food Group CoCOM670$38.6K<0.1%––History
MOSMosaic CoCOM1,229$38.8K<0.1%––History
CBRLCracker Barrel Old Country Store, IncCOM225$38.9K<0.1%––History
HXLHexcel CorpCOM698$39.1K<0.1%––History
WUWestern Union COStock1,591$39.2K<0.1%––History
MFGMizuho Financial Group IncSPONSORED ADR13,596$39.6K<0.1%––History
Vanguard Morningstar Large-Cap ETF922908637ETF214$39.7K<0.1%–––
PNWPinnacle West Capital CorpCOM491$39.9K<0.1%––History
FTITechnipFMC plcCOM5,192$40.1K<0.1%––History
BFHBread Financial Holdings, Inc.COM358$40.1K<0.1%––History
NCLHNorwegian Cruise Line Holdings Ltd.SHS1,456$40.2K<0.1%––History
HEI.AHeico CorpCL A357$40.6K<0.1%––History
ESSEssex Property Trust, Inc.COM150$40.8K<0.1%––History
EEni SpASPONSORED ADR1,659$41.0K<0.1%––History
EDConsolidated Edison IncStock550$41.1K<0.1%––History
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE593$41.2K<0.1%–––
BLDQXO Insulation, LLCStock197$41.3K<0.1%––History
AREAlexandria Real Estate Equities, Inc.COM253$41.6K<0.1%––History
MARMarriott International IncStock282$41.8K<0.1%––History
CIENCiena CorpCOM NEW764$41.8K<0.1%––History
EXRExtra Space Storage Inc.COM316$41.9K<0.1%––History
KEYKeycorpCOM2,115$42.3K<0.1%––History
ITGartner IncCOM233$42.5K<0.1%––History
Schwab U.S. Mid-Cap ETF808524508ETF575$42.8K<0.1%–––
RBCRBC Bearings INCCOM219$43.1K<0.1%––History
PRAAPra Group IncCOM1,166$43.2K<0.1%––History
HALHalliburton CoStock2,024$43.4K<0.1%––History
IPGInterpublic Group of Companies, Inc.COM1,502$43.9K<0.1%––History
BWABorgwarner IncCOM960$44.5K<0.1%––History
MGMMGM Resorts InternationalStock1,172$44.5K<0.1%––History
LITELumentum Holdings Inc.COM490$44.8K<0.1%––History
ADMArcher-Daniels-Midland CoStock792$45.1K<0.1%––History
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL779$45.3K<0.1%–––
DHIHorton D R IncCOM509$45.4K<0.1%––History
RVTYRevvity, Inc.COM354$45.4K<0.1%––History
PRLBProto Labs IncCOM379$46.1K<0.1%––History
HESHess CorpStock660$46.7K<0.1%––History
UMCUnited Microelectronics CorpSPON ADR NEW5,202$47.4K<0.1%––History
NVMINova Ltd.COM542$47.6K<0.1%––History
FTNTFortinet, Inc.Stock259$47.8K<0.1%––History
FEFirstenergy CorpCOM1,395$48.4K<0.1%––History
BF.BBrown Forman CorpStock707$48.8K<0.1%––History
UNFUnifirst CorpCOM219$49.0K<0.1%––History
PRGOPERRIGO Co plcSHS1,211$49.0K<0.1%––History
EPAMEPAM Systems, Inc.COM125$49.6K<0.1%––History
iShares Tr464287689RUSSELL 3000 ETF210$49.8K<0.1%–––
CHRWC. H. Robinson Worldwide, Inc.COM NEW526$50.2K<0.1%––History
EXPDExpeditors International of Washington IncCOM473$50.9K<0.1%––History
BENFranklin Templeton IncCOM1,727$51.1K<0.1%––History
TTWOTake Two Interactive Software IncCOM292$51.6K<0.1%––History
JBHTHunt J B Transport Services IncCOM310$52.1K<0.1%––History
VRSNVerisign IncCOM263$52.3K<0.1%––History
TREXTrex Co IncCOM572$52.4K<0.1%––History
HPEHewlett Packard Enterprise CoCOM3,331$52.4K<0.1%––History
First Tr Exchange-Traded FD33733B100WTR ETF672$52.5K<0.1%–––
FULTFulton Financial CorpCOM3,122$53.2K<0.1%––History
IFFInternational Flavors & Fragrances IncCOM382$53.3K<0.1%––History
DGXQuest Diagnostics IncCOM417$53.5K<0.1%––History
WABWestinghouse Air Brake Technologies CorpStock677$53.6K<0.1%––History
RCLRoyal Caribbean Cruises LtdCOM628$53.8K<0.1%––History
PANWPalo Alto Networks IncStock168$54.1K<0.1%––History
AALAmerican Airlines Group Inc.Stock2,280$54.5K<0.1%––History
SJMJ M SMUCKER CoStock431$54.5K<0.1%––History
FRFirst Industrial Realty Trust IncCOM1,195$54.7K<0.1%––History
PCARPaccar IncCOM593$55.1K<0.1%––History
UNMUnum GroupStock2,030$56.5K<0.1%––History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF907$57.1K<0.1%–––
CNNECannae Holdings, Inc.COM1,452$57.5K<0.1%––History
MRVIMaravai Lifesciences Holdings, Inc.COM CL A1,618$57.7K<0.1%––History
Schwab U.S. Large-Cap Growth ETF808524300ETF448$58.1K<0.1%–––
FLEXFlex Ltd.Stock3,222$59.0K<0.1%––History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,895$59.3K<0.1%–––
TAPMolson Coors Beverage CoCL B1,176$60.2K<0.1%––History
BRKRBruker CorpCOM936$60.2K<0.1%––History
iShares MSCI Acwi Ex U.S. ETF464288240ETF1,100$60.7K<0.1%–––
ALKAlaska Air Group, Inc.COM878$60.8K<0.1%––History
STSensata Technologies Holding plcSHS1,050$60.8K<0.1%––History
CBRECbre Group, Inc.CL A770$60.9K<0.1%––History
IPInternational Paper CoCOM1,128$61.0K<0.1%––History
RMDResmed IncCOM322$62.5K<0.1%––History
KIDSOrthopediatrics CorpCOM1,288$62.8K<0.1%––History
iShares Tr464287762US HLTHCARE ETF250$63.1K<0.1%–––
VTRVentas, Inc.REIT1,187$63.3K<0.1%––History
CMAComerica IncCOM889$63.8K<0.1%––History
Vanguard Total International Bond ETF92203J407ETF1,120$64.0K<0.1%–––
GGBGerdau S.A.SPON ADR REP PFD12,032$64.3K<0.1%––History
KEYSKeysight Technologies, Inc.Stock449$64.4K<0.1%––History