Skip to main content
Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Aug 16, 2024. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
1,211
−12 vs. Q2 2022
Portfolio value
$1.96B
−$96.3M (−4.7%) vs. Q2 2022
Filed
Aug 16, 2024
SEC
Holdings of TD Private Client Wealth LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
VMEOVimeo, Inc.COMMON STOCK1$4<0.1%00.0%UnchangedHistory
ATRAptargroup, Inc.Stock2$190<0.1%00.0%UnchangedHistory
GAPGap IncCOM24$197<0.1%−16−40.0%ReducedHistory
TELFYTelefonica S ASPONSORED ADR67$217<0.1%−2−2.9%ReducedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS27$218<0.1%−11−28.9%ReducedHistory
NMRNomura Holdings IncSPONSORED ADR71$234<0.1%00.0%UnchangedHistory
GRABGrab Holdings LtdCLASS A ORD93$245<0.1%00.0%UnchangedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT36$266<0.1%+3+9.1%AddedHistory
NENoble Corp plcORD SHS A9$266<0.1%+9NewHistory
MLABMesa Laboratories IncCOM2$282<0.1%00.0%UnchangedHistory
WLYJohn Wiley & Sons, Inc.CL A8$300<0.1%00.0%UnchangedHistory
Cyberark Software LtdM2682V108SHS2$300<0.1%+2New–
WIXWix.com Ltd.SHS4$313<0.1%00.0%UnchangedHistory
CBOECboe Global Markets, Inc.COM3$352<0.1%−68−95.8%ReducedHistory
MDBMongoDB, Inc.CL A2$397<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM2$425<0.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock5$432<0.1%+1+25.0%AddedHistory
NOKNokia CorpSPONSORED ADR102$436<0.1%−323−76.0%ReducedHistory
IHGIntercontinental Hotels Group PLCSPONSORED ADS9$437<0.1%00.0%UnchangedHistory
LBRDKLiberty Broadband CorpCOM SER C6$443<0.1%00.0%UnchangedHistory
PENNPENN Entertainment, Inc.COM17$468<0.1%−463−96.5%ReducedHistory
PCGPG&E CorpStock40$500<0.1%00.0%UnchangedHistory
MFGMizuho Financial Group IncSPONSORED ADR231$511<0.1%00.0%UnchangedHistory
ARAntero Resources CorpCOM17$519<0.1%−71−80.7%ReducedHistory
VYXNCR Voyix CorpCOM28$532<0.1%00.0%UnchangedHistory
HUBSHubSpot IncCOM2$540<0.1%00.0%UnchangedHistory
STLAStellantis N.V.SHS46$553<0.1%−30−39.5%ReducedHistory
ENREnergizer Holdings, Inc.COM22$553<0.1%00.0%UnchangedHistory
NEOGNeogen CorpCOM40$559<0.1%00.0%UnchangedHistory
FUTUFutu Holdings LtdSPON ADS CL A15$559<0.1%00.0%UnchangedHistory
NICENICE Ltd.SPONSORED ADR3$565<0.1%00.0%UnchangedHistory
AGMFederal Agricultural Mortgage CorpCL C6$595<0.1%00.0%UnchangedHistory
WASHWashington Trust Bancorp IncCOM13$604<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM20$642<0.1%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock5$661<0.1%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR2$706<0.1%00.0%UnchangedHistory
GTGoodyear Tire & Rubber CoCOM73$737<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM54$754<0.1%00.0%UnchangedHistory
NPOEnpro Inc.COM9$765<0.1%00.0%UnchangedHistory
IXOrix CorpSPONSORED ADR11$777<0.1%00.0%UnchangedHistory
LSCCLattice Semiconductor CorpCOM16$787<0.1%00.0%UnchangedHistory
UGIUgi CorpStock25$808<0.1%00.0%UnchangedHistory
RTORentokil Initial PLCSPONSORED ADR31$816<0.1%00.0%UnchangedHistory
OPTUOptimum Communications, Inc.CL A145$845<0.1%+145NewHistory
ERICEricsson LM Telephone CoADR B SEK 10153$878<0.1%00.0%UnchangedHistory
RGAReinsurance Group of America IncCOM NEW7$881<0.1%00.0%UnchangedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 341$885<0.1%+27+192.9%AddedHistory
EPREpr PropertiesCOM SH BEN INT25$897<0.1%00.0%UnchangedHistory
BWXTBWX Technologies, Inc.COM19$957<0.1%00.0%UnchangedHistory
DHDefinitive Healthcare Corp.CLASS A COM62$963<0.1%00.0%UnchangedHistory
KRGKite Realty Group TrustCOM NEW56$964<0.1%00.0%UnchangedHistory
EEFTEuronet Worldwide, Inc.COM13$985<0.1%00.0%UnchangedHistory
RBLXRoblox CorpStock28$1.00K<0.1%−4−12.5%ReducedHistory
WYNNWynn Resorts LtdCOM16$1.01K<0.1%+2+14.3%AddedHistory
KNSLKinsale Capital Group, Inc.Stock4$1.02K<0.1%−4−50.0%ReducedHistory
MPTMedical Properties Trust IncCOM95$1.13K<0.1%−42−30.7%ReducedHistory
BRXBrixmor Property Group Inc.COM62$1.15K<0.1%00.0%UnchangedHistory
NVTnVent Electric plcSHS37$1.17K<0.1%−40−51.9%ReducedHistory
BUDAnheuser-Busch InBev SA/NVADR26$1.17K<0.1%00.0%UnchangedHistory
HLNEHamilton Lane INCCL A20$1.19K<0.1%+5+33.3%AddedHistory
TSTenaris SASPONSORED ADS47$1.21K<0.1%00.0%UnchangedHistory
WMSAdvanced Drainage Systems, Inc.COM10$1.24K<0.1%00.0%UnchangedHistory
SLVMSylvamo CorpCOMMON STOCK37$1.25K<0.1%00.0%UnchangedHistory
WDCWestern Digital CorpCOM39$1.27K<0.1%−127−76.5%ReducedHistory
CUZCousins Properties IncCOM NEW55$1.28K<0.1%−36−39.6%ReducedHistory
NTNXNutanix, Inc.Stock63$1.31K<0.1%+63NewHistory
PPLIPeople IncCOM NEW25$1.39K<0.1%00.0%UnchangedHistory
NGVTIngevity CorpCOM23$1.39K<0.1%−10−30.3%ReducedHistory
PZZAPapa Johns International IncStock20$1.40K<0.1%+13+185.7%AddedHistory
GWREGuidewire Software, Inc.COM23$1.42K<0.1%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A29$1.42K<0.1%00.0%UnchangedHistory
MSAMSA Safety IncCOM13$1.42K<0.1%00.0%UnchangedHistory
VSXYVictoria's Secret & Co.COMMON STOCK49$1.43K<0.1%−14−22.2%ReducedHistory
APPAppLovin CorpCOM CL A74$1.44K<0.1%+74NewHistory
CNMDCONMED CorpCOM18$1.44K<0.1%−2−10.0%ReducedHistory
BFHBread Financial Holdings, Inc.COM46$1.45K<0.1%−115−71.4%ReducedHistory
COTYCoty Inc.COM CL A230$1.45K<0.1%00.0%UnchangedHistory
CBTCabot CorpCOM23$1.47K<0.1%00.0%UnchangedHistory
TKRTimken CoCOM25$1.48K<0.1%00.0%UnchangedHistory
IDAIdacorp IncCOM15$1.49K<0.1%00.0%UnchangedHistory
CERTCertara, Inc.COM113$1.50K<0.1%00.0%UnchangedHistory
SWNSouthwestern Energy CoCOM251$1.54K<0.1%00.0%UnchangedHistory
ALEAllete IncCOM NEW31$1.55K<0.1%00.0%UnchangedHistory
ICLICL Group Ltd.SHS193$1.56K<0.1%00.0%UnchangedHistory
TRGPTarga Resources Corp.COM26$1.57K<0.1%−18−40.9%ReducedHistory
INGING Groep NVSPONSORED ADR188$1.60K<0.1%00.0%UnchangedHistory
DOCUDocuSign, Inc.Stock30$1.60K<0.1%−28−48.3%ReducedHistory
SEICSEI Investments CoCOM33$1.62K<0.1%00.0%UnchangedHistory
DOCSDoximity, Inc.CL A54$1.63K<0.1%00.0%UnchangedHistory
ADCAgree Realty CorpCOM25$1.69K<0.1%−22−46.8%ReducedHistory
EDREndeavor Group Holdings, Inc.CL A COM84$1.70K<0.1%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM75$1.72K<0.1%00.0%UnchangedHistory
SFBSServisFirst Bancshares, Inc.COM22$1.76K<0.1%00.0%UnchangedHistory
LFUSLittelfuse IncCOM9$1.79K<0.1%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM9$1.80K<0.1%00.0%UnchangedHistory
GOLFAcushnet Holdings Corp.COM42$1.83K<0.1%−21−33.3%ReducedHistory
PNFPPinnacle Financial Partners, Inc.COM23$1.86K<0.1%00.0%UnchangedHistory
MKSIMKS IncCOM23$1.90K<0.1%00.0%UnchangedHistory
EWBCEast West Bancorp IncCOM29$1.95K<0.1%−15−34.1%ReducedHistory
LECOLincoln Electric Holdings IncCOM16$2.01K<0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (41)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
ESNTEssent Group Ltd.COM30,417$1.18M0.1%History
GSKGSK plcSPONSORED ADR19,086$830.8K<0.1%History
SABRSabre CorpCOM123,268$718.7K<0.1%History
JXNJackson Financial Inc.COM CL A6,244$167.0K<0.1%History
ZIMZIM Integrated Shipping Services Ltd.SHS3,372$159.3K<0.1%History
TOLToll Brothers, Inc.COM3,556$158.6K<0.1%History
NJRNew Jersey Resources CorpStock2,562$114.1K<0.1%History
Invesco Exchange Traded FD T46137V399S&P500 BUY WRT5,213$107.4K<0.1%–
FORMFormfactor IncCOM1,252$48.5K<0.1%History
MTZMastec IncCOM622$44.6K<0.1%History
SIMOSilicon Motion Technology CORPSPONSORED ADR517$43.3K<0.1%History
SANBanco Santander, S.A.ADR15,365$43.0K<0.1%History
PKXPosco Holdings Inc.SPONSORED ADR954$42.5K<0.1%History
SNNSmith & Nephew PLCSPDN ADR NEW1,013$28.3K<0.1%History
BRBRBellring Brands, Inc.Stock1,017$25.3K<0.1%History
HTHHilltop Holdings Inc.COM835$22.3K<0.1%History
HTGCHercules Capital, Inc.COM1,488$20.1K<0.1%History
Franklin Templeton ETF Tr35473P678FTSE UNTD KGDM664$14.8K<0.1%–
GTNGray Media, IncCOM786$13.3K<0.1%History
ZUMZZumiez IncCOM419$10.9K<0.1%History
NVSTEnvista Holdings CorpCOM245$9.44K<0.1%History
State Street Real Estate Select Sector SPDR ETF81369Y860ETF178$7.27K<0.1%–
BURLBurlington Stores, Inc.COM46$6.27K<0.1%History
IIPRInnovative Industrial Properties IncCOM53$5.82K<0.1%History
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT376$5.29K<0.1%History
RHPRyman Hospitality Properties, Inc.COM64$4.87K<0.1%History
UAAUnder Armour, Inc.Stock574$4.78K<0.1%History
UAUnder Armour, Inc.CL C498$3.77K<0.1%History
GFSGLOBALFOUNDRIES Inc.Stock82$3.31K<0.1%History
RMRRMR Group Inc.CL A85$2.41K<0.1%History
IPGPIpg Photonics CorpCOM20$1.88K<0.1%History
DEIDouglas Emmett IncCOM74$1.66K<0.1%History
Paramount Global92556H107CL A36$981<0.1%–
SNAPSnap IncStock68$893<0.1%History
FLSFlowserve CorpCOM30$859<0.1%History
AGNCAGNC Investment Corp.REIT66$731<0.1%History
HPPHudson Pacific Properties, Inc.COM42$623<0.1%History
TXG10x Genomics, Inc.CL A COM11$498<0.1%History
ECHOEchoStar CORPCL A13$251<0.1%History
PAHCPhibro Animal Health CorpCL A COM12$230<0.1%History
ZIMVZimVie Inc.Stock10$160<0.1%History