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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 16, 2024. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
1,223
−42 vs. Q1 2022
Portfolio value
$2.05B
−$296.7M (−12.6%) vs. Q1 2022
Filed
Aug 16, 2024
SEC
Holdings of TD Private Client Wealth LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
VMEOVimeo, Inc.COMMON STOCK1$6<0.1%00.0%UnchangedHistory
ZIMVZimVie Inc.Stock10$160<0.1%−545−98.2%ReducedHistory
ATRAptargroup, Inc.Stock2$206<0.1%00.0%UnchangedHistory
PAHCPhibro Animal Health CorpCL A COM12$230<0.1%00.0%UnchangedHistory
GRABGrab Holdings LtdCLASS A ORD93$235<0.1%+14+17.7%AddedHistory
ECHOEchoStar CORPCL A13$251<0.1%−12,197−99.9%ReducedHistory
NMRNomura Holdings IncSPONSORED ADR71$254<0.1%−13−15.5%ReducedHistory
WIXWix.com Ltd.SHS4$262<0.1%−7−63.6%ReducedHistory
MOHMolina Healthcare, Inc.COM1$280<0.1%−7−87.5%ReducedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS38$286<0.1%00.0%UnchangedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT33$288<0.1%+33NewHistory
GAPGap IncCOM40$330<0.1%−232−85.3%ReducedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 314$338<0.1%+14NewHistory
FSLRFirst Solar, Inc.Stock5$341<0.1%00.0%UnchangedHistory
TELFYTelefonica S ASPONSORED ADR69$354<0.1%+2+3.0%AddedHistory
SPOTSpotify Technology S.A.Stock4$375<0.1%−1−20.0%ReducedHistory
WLYJohn Wiley & Sons, Inc.CL A8$382<0.1%00.0%UnchangedHistory
PCGPG&E CorpStock40$399<0.1%−52−56.5%ReducedHistory
MLABMesa Laboratories IncCOM2$408<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM2$484<0.1%−3−60.0%ReducedHistory
IHGIntercontinental Hotels Group PLCSPONSORED ADS9$486<0.1%00.0%UnchangedHistory
TXG10x Genomics, Inc.CL A COM11$498<0.1%+11NewHistory
MFGMizuho Financial Group IncSPONSORED ADR231$517<0.1%−17,164−98.7%ReducedHistory
MDBMongoDB, Inc.CL A2$519<0.1%+2NewHistory
NICENICE Ltd.SPONSORED ADR3$577<0.1%−88−96.7%ReducedHistory
PZZAPapa Johns International IncStock7$585<0.1%00.0%UnchangedHistory
AGMFederal Agricultural Mortgage CorpCL C6$586<0.1%00.0%UnchangedHistory
HUBSHubSpot IncCOM2$601<0.1%+2NewHistory
HPPHudson Pacific Properties, Inc.COM42$623<0.1%+42NewHistory
ENREnergizer Holdings, Inc.COM22$624<0.1%00.0%UnchangedHistory
WASHWashington Trust Bancorp IncCOM13$629<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM20$669<0.1%00.0%UnchangedHistory
LBRDKLiberty Broadband CorpCOM SER C6$694<0.1%−10−62.5%ReducedHistory
AGNCAGNC Investment Corp.REIT66$731<0.1%−82−55.4%ReducedHistory
NPOEnpro Inc.COM9$737<0.1%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR2$758<0.1%+1+100.0%AddedHistory
LSCCLattice Semiconductor CorpCOM16$776<0.1%00.0%UnchangedHistory
GTGoodyear Tire & Rubber CoCOM73$782<0.1%00.0%UnchangedHistory
FUTUFutu Holdings LtdSPON ADS CL A15$783<0.1%00.0%UnchangedHistory
WYNNWynn Resorts LtdCOM14$798<0.1%−210−93.8%ReducedHistory
RGAReinsurance Group of America IncCOM NEW7$821<0.1%00.0%UnchangedHistory
FLSFlowserve CorpCOM30$859<0.1%−66−68.8%ReducedHistory
VYXNCR Voyix CorpCOM28$871<0.1%00.0%UnchangedHistory
SNAPSnap IncStock68$893<0.1%−296−81.3%ReducedHistory
WMSAdvanced Drainage Systems, Inc.COM10$901<0.1%−13−56.5%ReducedHistory
RTORentokil Initial PLCSPONSORED ADR31$902<0.1%00.0%UnchangedHistory
IXOrix CorpSPONSORED ADR11$926<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM54$927<0.1%+54NewHistory
STLAStellantis N.V.SHS76$937<0.1%−20−20.8%ReducedHistory
NEOGNeogen CorpCOM40$964<0.1%00.0%UnchangedHistory
UGIUgi CorpStock25$965<0.1%00.0%UnchangedHistory
KRGKite Realty Group TrustCOM NEW56$968<0.1%00.0%UnchangedHistory
Paramount Global92556H107CL A36$981<0.1%00.0%Unchanged–
HLNEHamilton Lane INCCL A15$1.01K<0.1%00.0%UnchangedHistory
BWXTBWX Technologies, Inc.COM19$1.05K<0.1%00.0%UnchangedHistory
RBLXRoblox CorpStock32$1.05K<0.1%−11,748−99.7%ReducedHistory
ERICEricsson LM Telephone CoADR B SEK 10153$1.13K<0.1%−16,927−99.1%ReducedHistory
EPREpr PropertiesCOM SH BEN INT25$1.17K<0.1%00.0%UnchangedHistory
TSTenaris SASPONSORED ADS47$1.21K<0.1%00.0%UnchangedHistory
SLVMSylvamo CorpCOMMON STOCK37$1.21K<0.1%−1−2.6%ReducedHistory
RIVNRivian Automotive, Inc.Stock47$1.21K<0.1%+47NewHistory
BRXBrixmor Property Group Inc.COM62$1.25K<0.1%00.0%UnchangedHistory
EEFTEuronet Worldwide, Inc.COM13$1.31K<0.1%−7−35.0%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM9$1.31K<0.1%00.0%UnchangedHistory
TKRTimken CoCOM25$1.33K<0.1%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A29$1.34K<0.1%00.0%UnchangedHistory
AGCOAGCO CorpCOM14$1.38K<0.1%+14NewHistory
BUDAnheuser-Busch InBev SA/NVADR26$1.40K<0.1%00.0%UnchangedHistory
DHDefinitive Healthcare Corp.CLASS A COM62$1.42K<0.1%−95−60.5%ReducedHistory
CBTCabot CorpCOM23$1.47K<0.1%00.0%UnchangedHistory
SWNSouthwestern Energy CoCOM251$1.57K<0.1%+251NewHistory
MSAMSA Safety IncCOM13$1.57K<0.1%00.0%UnchangedHistory
IDAIdacorp IncCOM15$1.59K<0.1%−17−53.1%ReducedHistory
EXEExpand Energy CorpCOM20$1.62K<0.1%+20NewHistory
GWREGuidewire Software, Inc.COM23$1.63K<0.1%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM75$1.64K<0.1%00.0%UnchangedHistory
DEIDouglas Emmett IncCOM74$1.66K<0.1%00.0%UnchangedHistory
PNFPPinnacle Financial Partners, Inc.COM23$1.66K<0.1%00.0%UnchangedHistory
EDREndeavor Group Holdings, Inc.CL A COM84$1.73K<0.1%00.0%UnchangedHistory
SFBSServisFirst Bancshares, Inc.COM22$1.74K<0.1%00.0%UnchangedHistory
ICLICL Group Ltd.SHS193$1.75K<0.1%00.0%UnchangedHistory
VSXYVictoria's Secret & Co.COMMON STOCK63$1.76K<0.1%−4−6.0%ReducedHistory
SEICSEI Investments CoCOM33$1.78K<0.1%00.0%UnchangedHistory
ALEAllete IncCOM NEW31$1.82K<0.1%00.0%UnchangedHistory
KNSLKinsale Capital Group, Inc.Stock8$1.84K<0.1%00.0%UnchangedHistory
COTYCoty Inc.COM CL A230$1.84K<0.1%+230NewHistory
INGING Groep NVSPONSORED ADR188$1.86K<0.1%00.0%UnchangedHistory
DOCSDoximity, Inc.CL A54$1.88K<0.1%+54NewHistory
IPGPIpg Photonics CorpCOM20$1.88K<0.1%−65−76.5%ReducedHistory
PPLIPeople IncCOM NEW25$1.90K<0.1%00.0%UnchangedHistory
CNMDCONMED CorpCOM20$1.92K<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR425$1.96K<0.1%+102+31.6%AddedHistory
LECOLincoln Electric Holdings IncCOM16$1.97K<0.1%00.0%UnchangedHistory
CATYCathay General BancorpCOM53$2.08K<0.1%00.0%UnchangedHistory
NGVTIngevity CorpCOM33$2.08K<0.1%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM137$2.09K<0.1%+42+44.2%AddedHistory
EGPEastgroup Properties IncCOM14$2.16K<0.1%00.0%UnchangedHistory
CFRCullen/Frost Bankers, Inc.COM19$2.21K<0.1%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM20$2.22K<0.1%+4+25.0%AddedHistory
STMSTMicroelectronics N.V.NY REGISTRY71$2.23K<0.1%−423−85.6%ReducedHistory

Sold out since Q1 2022 (81)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI65,242$1.63M0.1%–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF19,310$748.3K<0.1%–
WisdomTree Tr97717W430HEDGED HI YLD BD8,830$193.6K<0.1%–
iShares Tr464287689RUSSELL 3000 ETF648$170.0K<0.1%–
INMDInMode Ltd.SHS2,810$103.7K<0.1%History
iShares Tr464287762US HLTHCARE ETF250$72.2K<0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,502$67.5K<0.1%–
iShares Tr464287515EXPANDED TECH125$43.1K<0.1%–
NVMINova Ltd.COM289$31.6K<0.1%History
Global X FDS37954Y343GLBL X MLP ETF765$30.8K<0.1%–
BIDUBaidu, Inc.ADR220$29.1K<0.1%History
SWXSouthwest Gas Holdings, Inc.COM358$28.0K<0.1%History
SBLKStar Bulk Carriers Corp.SHS PAR890$26.4K<0.1%History
FCNCAFirst Citizens Bancshares IncCL A35$23.3K<0.1%History
iShares Tr464287846DOW JONES US ETF164$18.3K<0.1%–
SNXTD Synnex CorpCOM166$17.1K<0.1%History
iShares Core MSCI Europe ETF46434V738ETF297$15.9K<0.1%–
PLUGPlug Power IncStock532$15.2K<0.1%History
iShares Tr464288281JPMORGAN USD EMG137$13.4K<0.1%–
LYFTLyft, Inc.CL A COM342$13.1K<0.1%History
OKTAOkta, Inc.CL A86$13.0K<0.1%History
MDUMdu Resources Group IncStock485$12.9K<0.1%History
UWMCUWM Holdings CorpCOM CL A2,212$10.0K<0.1%History
BYNDBeyond Meat, Inc.COM201$9.71K<0.1%History
CMRECostamare Inc.SHS494$8.42K<0.1%History
JOUTJohnson Outdoors IncCL A104$8.08K<0.1%History
NVCRNovoCure LtdORD SHS95$7.87K<0.1%History
SESea LtdSPONSORD ADS59$7.07K<0.1%History
TAKTakeda Pharmaceutical Co LtdADR472$6.76K<0.1%History
WUWestern Union COStock335$6.28K<0.1%History
DLXDeluxe CorpCOM199$6.02K<0.1%History
UUnity Software Inc.COM59$5.85K<0.1%History
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR515$5.06K<0.1%History
PATHUiPath, Inc.Stock196$4.23K<0.1%History
ZZillow Group, Inc.CL C CAP STK83$4.09K<0.1%History
WWayfair Inc.CL A34$3.77K<0.1%History
RNGRingCentral, Inc.CL A27$3.17K<0.1%History
FIGSFIGS, Inc.CL A124$2.67K<0.1%History
PGREParamount Group, Inc.COM233$2.54K<0.1%History
PENPenumbra IncCOM11$2.44K<0.1%History
FVRRFiverr International Ltd.ORD SHS30$2.28K<0.1%History
BDNBrandywine Realty TrustSH BEN INT NEW153$2.16K<0.1%History
MURMurphy Oil CorpCOM53$2.14K<0.1%History
AZEKAZEK Co Inc.CL A76$1.89K<0.1%History
OGEOGE Energy Corp.COM45$1.83K<0.1%History
ARESAres Management CorpCL A COM STK20$1.63K<0.1%History
FTDRFrontdoor, Inc.COM51$1.52K<0.1%History
AAAlcoa CorpStock16$1.44K<0.1%History
WLKWestlake CorpCOM10$1.23K<0.1%History
OPTUOptimum Communications, Inc.CL A97$1.21K<0.1%History
FLFoot Locker, Inc.COM38$1.13K<0.1%History
NFENew Fortress Energy Inc.COM CL A26$1.11K<0.1%History
NKTRNektar TherapeuticsCOM202$1.09K<0.1%History
KRNTKornit Digital Ltd.SHS12$992<0.1%History
PTONPeloton Interactive, Inc.CL A COM34$898<0.1%History
SKXSkechers USA IncCL A22$897<0.1%History
WEXWEX Inc.COM5$892<0.1%History
AMHAmerican Homes 4 RentCL A21$841<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A16$782<0.1%History
PCORProcore Technologies, Inc.COM13$753<0.1%History
LZLegalzoom.com, Inc.COM48$679<0.1%History
ARWArrow Electronics, Inc.COM5$593<0.1%History
DVDoubleVerify Holdings, Inc.COM23$579<0.1%History
MLCOMelco Resorts & Entertainment LTDADR75$573<0.1%History
VISNVistance Networks, Inc.COM72$567<0.1%History
NCNOnCino, Inc.COM13$533<0.1%History
SIXSix Flags Entertainment CorpCOM11$479<0.1%History
FTITechnipFMC plcCOM61$473<0.1%History
WTFCWintrust Financial CorpCOM5$465<0.1%History
DKSDick's Sporting Goods, Inc.Stock4$400<0.1%History
GHGuardant Health, Inc.COM6$397<0.1%History
CNACna Financial CorpCOM8$389<0.1%History
RKTRocket Companies, Inc.Stock34$378<0.1%History
ROKURoku, IncCOM CL A3$376<0.1%History
Cyberark Software LtdM2682V108SHS2$338<0.1%–
RHRHCOM1$326<0.1%History
XRXXerox Holdings CorpCOM NEW16$323<0.1%History
CWCurtiss Wright CorpStock2$300<0.1%History
FHBFirst Hawaiian, Inc.COM10$279<0.1%History
TWOU2U, LLCCOM20$266<0.1%History
ONLOrion Properties Inc.REIT7$98<0.1%History