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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Aug 16, 2024. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
1,265
+106 vs. Q4 2021
Portfolio value
$2.35B
−$59.2M (−2.5%) vs. Q4 2021
Filed
Aug 16, 2024
SEC
Holdings of TD Private Client Wealth LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CRAICra International, Inc.COM93$7.84K<0.1%+93NewHistory
BCBrunswick CorpCOM97$7.85K<0.1%+61+169.4%AddedHistory
NVCRNovoCure LtdORD SHS95$7.87K<0.1%+95NewHistory
MMacy's, Inc.COM326$7.94K<0.1%00.0%UnchangedHistory
JOUTJohnson Outdoors IncCL A104$8.08K<0.1%+104NewHistory
BBDBank BradescoSP ADR PFD NEW1,747$8.10K<0.1%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock88$8.25K<0.1%+88NewHistory
AGNTAGNT, Inc.COM390$8.26K<0.1%+390NewHistory
BURLBurlington Stores, Inc.COM46$8.38K<0.1%−3−6.1%ReducedHistory
CMRECostamare Inc.SHS494$8.42K<0.1%+494NewHistory
PKPark Hotels & Resorts Inc.COM435$8.50K<0.1%+263+152.9%AddedHistory
CCKCrown Holdings, Inc.COM68$8.51K<0.1%00.0%UnchangedHistory
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT376$8.52K<0.1%+376NewHistory
BBWIBath & Body Works, Inc.COM181$8.65K<0.1%−17−8.6%ReducedHistory
WKWorkiva IncCOM CL A74$8.73K<0.1%−1,418−95.0%ReducedHistory
INVAInnoviva, Inc.COM454$8.79K<0.1%+454NewHistory
RMBSRambus IncCOM278$8.87K<0.1%+278NewHistory
PVHPVH Corp.COM116$8.89K<0.1%−19−14.1%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM190$9.01K<0.1%+190NewHistory
IPGPIpg Photonics CorpCOM85$9.33K<0.1%+4+4.9%AddedHistory
FIVEFive Below, IncCOM59$9.34K<0.1%−1,381−95.9%ReducedHistory
INDBIndependent Bank CorpCOM115$9.39K<0.1%00.0%UnchangedHistory
DOCUDocuSign, Inc.Stock89$9.53K<0.1%−321−78.3%ReducedHistory
BYNDBeyond Meat, Inc.COM201$9.71K<0.1%+83+70.3%AddedHistory
UWMCUWM Holdings CorpCOM CL A2,212$10.0K<0.1%+2,212NewHistory
FFIVF5, Inc.Stock48$10.0K<0.1%−3−5.9%ReducedHistory
MANHManhattan Associates IncStock73$10.1K<0.1%+69+1,725.0%AddedHistory
UHSUniversal Health Services IncCL B72$10.4K<0.1%−11−13.3%ReducedHistory
LEN.BLennar CorpCL B155$10.6K<0.1%−19−10.9%ReducedHistory
SCIService Corp InternationalCOM164$10.8K<0.1%00.0%UnchangedHistory
CBOECboe Global Markets, Inc.COM95$10.9K<0.1%+10+11.8%AddedHistory
LNGCheniere Energy, Inc.COM NEW80$11.1K<0.1%+56+233.3%AddedHistory
LKFNLakeland Financial CorpCOM152$11.1K<0.1%+152NewHistory
THFFFirst Financial CorpStock258$11.2K<0.1%+258NewHistory
PRDOPerdoceo Education CorpCOM1,004$11.5K<0.1%+1,004NewHistory
GLOBGlobant S.A.COM44$11.5K<0.1%−926−95.5%ReducedHistory
SITCSITE Centers Corp.COM691$11.5K<0.1%+338+95.8%AddedHistory
PENNPENN Entertainment, Inc.COM276$11.7K<0.1%+115+71.4%AddedHistory
Franklin Templeton ETF Tr35473P678FTSE UNTD KGDM469$11.9K<0.1%+469New–
GILGildan Activewear Inc.Stock317$11.9K<0.1%+317NewHistory
NVSTEnvista Holdings CorpCOM245$11.9K<0.1%+245NewHistory
ZMZoom Communications, Inc.Stock102$12.0K<0.1%+102NewHistory
BFHBread Financial Holdings, Inc.COM215$12.1K<0.1%−23−9.7%ReducedHistory
LRNStride, Inc.COM338$12.3K<0.1%+338NewHistory
JAZZJazz Pharmaceuticals plcSHS USD79$12.3K<0.1%00.0%UnchangedHistory
RPDRapid7, Inc.COM111$12.3K<0.1%+111NewHistory
FOXFox CorpCL B COM348$12.6K<0.1%+8+2.4%AddedHistory
ZIMVZimVie Inc.Stock555$12.7K<0.1%+555NewHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX71$12.9K<0.1%+16+29.1%Added–
MDUMdu Resources Group IncStock485$12.9K<0.1%+485NewHistory
SCLStepan CoCOM131$12.9K<0.1%+105+403.8%AddedHistory
OKTAOkta, Inc.CL A86$13.0K<0.1%+86NewHistory
OPIOffice Properties Income TrustCOM SHS BEN INT507$13.0K<0.1%+507NewHistory
SNAPSnap IncStock364$13.1K<0.1%+364NewHistory
LYFTLyft, Inc.CL A COM342$13.1K<0.1%+329+2,530.8%AddedHistory
ULTAUlta Beauty, Inc.Stock33$13.1K<0.1%−13−28.3%ReducedHistory
iShares Tr464288281JPMORGAN USD EMG137$13.4K<0.1%−5−3.5%Reduced–
REXRRexford Industrial Realty, Inc.COM181$13.5K<0.1%+181NewHistory
OLEDUniversal Display CorpCOM82$13.7K<0.1%+78+1,950.0%AddedHistory
WDCWestern Digital CorpCOM276$13.7K<0.1%+93+50.8%AddedHistory
HRLHormel Foods CorpCOM266$13.7K<0.1%+108+68.4%AddedHistory
CPRICapri Holdings LtdSHS267$13.7K<0.1%−20−7.0%ReducedHistory
FULFuller H B CoStock208$13.7K<0.1%+200+2,500.0%AddedHistory
ABRArbor Realty Trust IncCOM807$13.8K<0.1%00.0%UnchangedHistory
FFWMFirst Foundation Inc.COM567$13.8K<0.1%+567NewHistory
TECHBIO-TECHNE CorpCOM32$13.9K<0.1%−435−93.1%ReducedHistory
BYDBoyd Gaming CorpCOM213$14.0K<0.1%+105+97.2%AddedHistory
TDOCTeladoc Health, Inc.COM198$14.3K<0.1%+80+67.8%AddedHistory
IIPRInnovative Industrial Properties IncCOM70$14.4K<0.1%+12+20.7%AddedHistory
SNOWSnowflake Inc.Stock63$14.4K<0.1%+63NewHistory
CVSACovista Inc.COM487$14.5K<0.1%+487NewHistory
TFXTeleflex IncCOM41$14.5K<0.1%+15+57.7%AddedHistory
JNPRJuniper Networks IncCOM393$14.6K<0.1%+193+96.5%AddedHistory
DOXAmdocs LtdSHS179$14.7K<0.1%−13−6.8%ReducedHistory
SFMSprouts Farmers Market, Inc.COM463$14.8K<0.1%+463NewHistory
JBLUJetBlue Airways CorpCOM1,000$14.9K<0.1%00.0%UnchangedHistory
NMRKNewmark Group, Inc.CL A947$15.1K<0.1%+947NewHistory
HOGHarley-Davidson, Inc.COM386$15.2K<0.1%−6,566−94.4%ReducedHistory
PLUGPlug Power IncStock532$15.2K<0.1%+532NewHistory
CUBECubeSmartREIT294$15.3K<0.1%+294NewHistory
PLTRPalantir Technologies Inc.Stock1,119$15.4K<0.1%+1,012+945.8%AddedHistory
AUDCAudiocodes LtdORD616$15.6K<0.1%+15+2.5%AddedHistory
AMPHAmphastar Pharmaceuticals, Inc.COM436$15.7K<0.1%+436NewHistory
GLGlobe Life Inc.COM156$15.7K<0.1%+2+1.3%AddedHistory
DFINDonnelley Financial Solutions, Inc.COM474$15.8K<0.1%+474NewHistory
KFRCKforce IncCOM214$15.8K<0.1%+214NewHistory
iShares Core MSCI Europe ETF46434V738ETF297$15.9K<0.1%+297New–
PINSPinterest, Inc.CL A646$15.9K<0.1%+141+27.9%AddedHistory
CORTCorcept Therapeutics IncCOM708$15.9K<0.1%+708NewHistory
AOSSmith A O CorpCOM250$16.0K<0.1%−180−41.9%ReducedHistory
CPBCAMPBELL'S CoCOM368$16.4K<0.1%−75−16.9%ReducedHistory
DDOGDatadog, Inc.CL A COM111$16.8K<0.1%+111NewHistory
WDFCWD 40 CoCOM93$17.0K<0.1%00.0%UnchangedHistory
SNXTD Synnex CorpCOM166$17.1K<0.1%+166NewHistory
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW431$17.3K<0.1%00.0%UnchangedHistory
TYLTyler Technologies IncCOM39$17.4K<0.1%−435−91.8%ReducedHistory
DALDelta Air Lines, Inc.COM NEW440$17.4K<0.1%−110−20.0%ReducedHistory
Global X FDS37950E101FTSE NORDIC REG550$17.6K<0.1%+550New–
SEDGSolaredge Technologies, Inc.COM55$17.7K<0.1%+55NewHistory
LOGILogitech International S.A.SHS242$17.9K<0.1%+236+3,933.3%AddedHistory

Sold out since Q4 2021 (76)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
iShares Tr464289867CORE 60 BALA ETF10,119$577.6K<0.1%–
New York Life Investments Et45409B107HEDGE MULTI STRA15,730$500.1K<0.1%–
SPDR Series Trust78464A516ST INTL BBG ETF13,270$375.1K<0.1%–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD14,226$200.0K<0.1%–
PCTYPaylocity Holding CorpCOM754$178.1K<0.1%History
WPPWPP plcADR2,218$167.6K<0.1%History
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD35,593$133.5K<0.1%History
ALRMAlarm.com Holdings, Inc.COM1,527$129.5K<0.1%History
PEGAPegasystems IncCOM1,112$124.3K<0.1%History
New York Life Investments Et45409B800MERGE ARBIT ETF3,557$114.7K<0.1%–
INFYInfosys LtdSPONSORED ADR3,151$79.8K<0.1%History
WITWipro LtdSPON ADR 1 SH8,151$79.6K<0.1%History
COINCoinbase Global, Inc.COM CL A315$79.5K<0.1%History
KIDSOrthopediatrics CorpCOM1,288$77.1K<0.1%History
GDYNGrid Dynamics Holdings, Inc.CL A1,921$72.9K<0.1%History
iShares MSCI Acwi Ex U.S. ETF464288240ETF1,252$69.6K<0.1%–
GSMFerroglobe PLCSHS7,500$46.6K<0.1%History
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY949$43.1K<0.1%–
iShares Tr464288117INTL TREA BD ETF838$42.1K<0.1%–
iShares Tr464288257MSCI ACWI ETF282$29.8K<0.1%–
Invesco Exchange Traded FD T46137V399S&P500 BUY WRT879$20.3K<0.1%–
WCCWesco International IncCOM145$19.1K<0.1%History
NUNu Holdings Ltd.ORD SHS CL A1,919$18.0K<0.1%History
CIGEnergy Co of Minas GeraisSP ADR N-V PFD6,894$16.8K<0.1%History
DAVAEndava plcADS94$15.8K<0.1%History
WBSWebster Financial CorpCOM159$8.88K<0.1%History
CGNTCognyte Software Ltd.ORD SHS495$7.76K<0.1%History
LYGLloyds Banking Group plcSPONSORED ADR776$1.98K<0.1%History
BNTXBioNTech SESPONSORED ADS7$1.80K<0.1%History
SMARSmartsheet IncCOM CL A18$1.39K<0.1%History
ESTCElastic N.V.ORD SHS9$1.11K<0.1%History
FLOFlowers Foods IncCOM40$1.10K<0.1%History
CHHChoice Hotels International IncCOM7$1.09K<0.1%History
SIRISirius XM Holdings Inc.COM162$1.03K<0.1%History
GOGrocery Outlet Holding Corp.COM35$990<0.1%History
ZGZillow Group, Inc.CL A15$933<0.1%History
CVNACarvana Co.CL A4$927<0.1%History
STNEStoneCo Ltd.COM55$927<0.1%History
MASIMasimo CorpCOM3$878<0.1%History
VACMarriott Vacations Worldwide CorpCOM5$845<0.1%History
CHGGChegg, IncCOM27$829<0.1%History
CGCarlyle Group Inc.COM15$824<0.1%History
AMGAffiliated Managers Group, Inc.Stock5$823<0.1%History
ONCBeOne Medicines Ltd.ADR3$813<0.1%History
JHGJanus Henderson Group Ltd.ORD SHS19$797<0.1%History
TNDMTandem Diabetes Care IncCOM NEW5$753<0.1%History
YETIYETI Holdings, Inc.COM9$745<0.1%History
JRVRJames River Group Holdings, Inc.COM25$720<0.1%History
OPENOpendoor Technologies Inc.COM48$701<0.1%History
IOVAIovance Biotherapeutics, Inc.COM35$668<0.1%History
NTRANatera, Inc.COM7$654<0.1%History
ADPTAdaptive Biotechnologies CorpCOM23$645<0.1%History
FOURShift4 Payments, Inc.CL A11$637<0.1%History
PLNTPlanet Fitness, Inc.CL A7$634<0.1%History
OLNOLIN CorpStock11$633<0.1%History
CLFCleveland-Cliffs Inc.COM29$631<0.1%History
SRPTSarepta Therapeutics, Inc.COM7$630<0.1%History
NYTNew York Times CoCL A13$628<0.1%History
TRIPTripAdvisor, Inc.COM23$627<0.1%History
ALSumisho Air Lease CorpCL A14$619<0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock12$614<0.1%History
AIC3.ai, Inc.Stock19$594<0.1%History
PEverpure, Inc.CL A18$586<0.1%History
NTNXNutanix, Inc.Stock18$573<0.1%History
FRPTFreshpet, Inc.Stock6$572<0.1%History
LMNDLemonade, Inc.Stock13$547<0.1%History
QVCGAOld QVC Group, Inc.COM SER A72$547<0.1%History
SHLSShoals Technologies Group, Inc.CL A22$535<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A27$514<0.1%History
QSQuantumScape CorpCOM CL A23$510<0.1%History
DBDeutsche Bank AktiengesellschaftNAMEN AKT40$500<0.1%History
SKMSK Telecom Co LtdSPONSORED ADR18$480<0.1%History
UPSTUpstart Holdings, Inc.COM3$454<0.1%History
NVAXNovavax IncCOM NEW3$429<0.1%History
EVBGEverbridge, Inc.COM5$337<0.1%History
AIVApartment Investment & Management CoCL A6$46<0.1%History