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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Aug 16, 2024. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
1,208
−3 vs. Q3 2022
Portfolio value
$2.12B
+$161.1M (+8.2%) vs. Q3 2022
Filed
Aug 16, 2024
SEC
Holdings of TD Private Client Wealth LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
VMEOVimeo, Inc.COMMON STOCK1$3<0.1%00.0%UnchangedHistory
OPENOpendoor Technologies Inc.COM164$190<0.1%+164NewHistory
HOODRobinhood Markets, Inc.Stock25$204<0.1%+25NewHistory
COINCoinbase Global, Inc.COM CL A6$212<0.1%+6NewHistory
ATRAptargroup, Inc.Stock2$220<0.1%00.0%UnchangedHistory
TELFYTelefonica S ASPONSORED ADR67$239<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS27$246<0.1%00.0%UnchangedHistory
Cyberark Software LtdM2682V108SHS2$259<0.1%00.0%Unchanged–
PLUGPlug Power IncStock22$272<0.1%+22NewHistory
PVHPVH Corp.COM4$282<0.1%−52−92.9%ReducedHistory
RBLXRoblox CorpStock10$285<0.1%−18−64.3%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD93$299<0.1%00.0%UnchangedHistory
WIXWix.com Ltd.SHS4$307<0.1%00.0%UnchangedHistory
NENoble Corp plcORD SHS A9$339<0.1%00.0%UnchangedHistory
DKNGDraftKings Inc.Stock31$353<0.1%+31NewHistory
LYFTLyft, Inc.CL A COM32$353<0.1%+32NewHistory
ESTCElastic N.V.ORD SHS7$361<0.1%+7NewHistory
ROKURoku, IncCOM CL A9$366<0.1%+9NewHistory
LCIDLucid Group, Inc.COM54$369<0.1%00.0%UnchangedHistory
UUnity Software Inc.COM13$372<0.1%+13NewHistory
CBOECboe Global Markets, Inc.COM3$376<0.1%00.0%UnchangedHistory
HPPHudson Pacific Properties, Inc.COM39$379<0.1%+39NewHistory
EQTEQT CorpStock12$406<0.1%+12NewHistory
RNGRingCentral, Inc.CL A12$425<0.1%+12NewHistory
TWKSThoughtworks Holding, Inc.COM42$428<0.1%+42NewHistory
SNNSmith & Nephew PLCSPDN ADR NEW16$430<0.1%+16NewHistory
PATHUiPath, Inc.Stock34$432<0.1%+34NewHistory
LBRDKLiberty Broadband CorpCOM SER C6$458<0.1%00.0%UnchangedHistory
FIVNFive9, Inc.COM7$475<0.1%+7NewHistory
NMRNomura Holdings IncSPONSORED ADR133$499<0.1%+62+87.3%AddedHistory
IHGIntercontinental Hotels Group PLCSPONSORED ADS9$525<0.1%00.0%UnchangedHistory
ARAntero Resources CorpCOM17$527<0.1%00.0%UnchangedHistory
CLVTClarivate PLCORD SHS67$559<0.1%−258−79.4%ReducedHistory
COHRCoherent Corp.COM16$562<0.1%+16NewHistory
SANBanco Santander, S.A.ADR193$569<0.1%+193NewHistory
NICENICE Ltd.SPONSORED ADR3$577<0.1%00.0%UnchangedHistory
EXASExact Sciences CorpCOM12$594<0.1%+12NewHistory
NEOGNeogen CorpCOM40$609<0.1%00.0%UnchangedHistory
FUTUFutu Holdings LtdSPON ADS CL A15$610<0.1%00.0%UnchangedHistory
SESea LtdSPONSORD ADS12$624<0.1%+12NewHistory
DEIDouglas Emmett IncCOM40$627<0.1%+40NewHistory
STLAStellantis N.V.SHS46$651<0.1%00.0%UnchangedHistory
VYXNCR Voyix CorpCOM28$655<0.1%00.0%UnchangedHistory
DHDefinitive Healthcare Corp.CLASS A COM62$681<0.1%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM6$690<0.1%−40−87.0%ReducedHistory
NLYAnnaly Capital Management IncREIT33$696<0.1%+33NewHistory
MPTMedical Properties Trust IncCOM65$724<0.1%−30−31.6%ReducedHistory
Noble Corp PLCG65431150*W EXP 02/04/20237$740<0.1%+37New–
GTGoodyear Tire & Rubber CoCOM73$741<0.1%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR2$758<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM20$760<0.1%00.0%UnchangedHistory
FMSFresenius Medical Care AGSPONSORED ADR49$801<0.1%+49NewHistory
WMSAdvanced Drainage Systems, Inc.COM10$820<0.1%00.0%UnchangedHistory
Noble Corp PLCG65431135*W EXP 02/04/20237$827<0.1%+37New–
WPPWPP plcADR17$836<0.1%+17NewHistory
IXOrix CorpSPONSORED ADR11$886<0.1%00.0%UnchangedHistory
ERICEricsson LM Telephone CoADR B SEK 10153$894<0.1%00.0%UnchangedHistory
AGNCAGNC Investment Corp.REIT89$921<0.1%+89NewHistory
UGIUgi CorpStock25$927<0.1%00.0%UnchangedHistory
EPREpr PropertiesCOM SH BEN INT25$943<0.1%00.0%UnchangedHistory
RTORentokil Initial PLCSPONSORED ADR31$955<0.1%00.0%UnchangedHistory
RGAReinsurance Group of America IncCOM NEW7$995<0.1%00.0%UnchangedHistory
APPAppLovin CorpCOM CL A96$1.01K<0.1%+22+29.7%AddedHistory
LSCCLattice Semiconductor CorpCOM16$1.04K<0.1%00.0%UnchangedHistory
KNSLKinsale Capital Group, Inc.Stock4$1.05K<0.1%00.0%UnchangedHistory
LYGLloyds Banking Group plcSPONSORED ADR477$1.05K<0.1%+477NewHistory
BWXTBWX Technologies, Inc.COM19$1.10K<0.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW25$1.11K<0.1%00.0%UnchangedHistory
CUZCousins Properties IncCOM NEW45$1.14K<0.1%−10−18.2%ReducedHistory
EEFTEuronet Worldwide, Inc.COM13$1.23K<0.1%00.0%UnchangedHistory
WDCWestern Digital CorpCOM39$1.23K<0.1%00.0%UnchangedHistory
WYNNWynn Resorts LtdCOM16$1.32K<0.1%00.0%UnchangedHistory
JHXJames Hardie Industries plcSPONSORED ADR74$1.33K<0.1%−1,256−94.4%ReducedHistory
VNTVontier CorpStock71$1.37K<0.1%−56−44.1%ReducedHistory
ICLICL Group Ltd.SHS193$1.39K<0.1%00.0%UnchangedHistory
BRXBrixmor Property Group Inc.COM62$1.41K<0.1%00.0%UnchangedHistory
GWREGuidewire Software, Inc.COM23$1.44K<0.1%00.0%UnchangedHistory
SLVMSylvamo CorpCOMMON STOCK30$1.46K<0.1%−7−18.9%ReducedHistory
SWNSouthwestern Energy CoCOM251$1.47K<0.1%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A29$1.52K<0.1%00.0%UnchangedHistory
CBTCabot CorpCOM23$1.54K<0.1%00.0%UnchangedHistory
BUDAnheuser-Busch InBev SA/NVADR26$1.56K<0.1%00.0%UnchangedHistory
NGVTIngevity CorpCOM23$1.62K<0.1%00.0%UnchangedHistory
FCPTFour Corners Property Trust, Inc.COM63$1.63K<0.1%−26−29.2%ReducedHistory
NTNXNutanix, Inc.Stock63$1.64K<0.1%00.0%UnchangedHistory
PNFPPinnacle Financial Partners, Inc.COM23$1.69K<0.1%00.0%UnchangedHistory
VSXYVictoria's Secret & Co.COMMON STOCK49$1.75K<0.1%00.0%UnchangedHistory
DOCSDoximity, Inc.CL A54$1.81K<0.1%00.0%UnchangedHistory
CERTCertara, Inc.COM113$1.82K<0.1%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM75$1.84K<0.1%00.0%UnchangedHistory
TRGPTarga Resources Corp.COM26$1.91K<0.1%00.0%UnchangedHistory
SEICSEI Investments CoCOM33$1.92K<0.1%00.0%UnchangedHistory
COTYCoty Inc.COM CL A230$1.97K<0.1%00.0%UnchangedHistory
MBCMasterBrand, Inc.COMMON STOCK281$2.12K<0.1%+281NewHistory
ALNYAlnylam Pharmaceuticals, Inc.COM9$2.14K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF53$2.17K<0.1%00.0%Unchanged–
MMacy's, Inc.COM106$2.19K<0.1%−69−39.4%ReducedHistory
INGING Groep NVSPONSORED ADR188$2.29K<0.1%00.0%UnchangedHistory
EDREndeavor Group Holdings, Inc.CL A COM104$2.34K<0.1%+20+23.8%AddedHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG126$2.35K<0.1%00.0%Unchanged–

Sold out since Q3 2022 (61)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
PIIPolaris Inc.Stock6,423$614.4K<0.1%History
New York Life Investments Et45409B107HEDGE MULTI STRA7,467$207.1K<0.1%–
SHGShinhan Financial Group Co LtdSPN ADR RESTRD4,197$96.5K<0.1%History
WOLFWolfspeed, Inc.Stock846$87.4K<0.1%History
iShares Tr46434V803HDG MSCI EAFE1,957$58.5K<0.1%–
LUMNLumen Technologies, Inc.Stock7,097$51.7K<0.1%History
BEPCBrookfield Renewable CorpCL A SUB VTG1,241$40.6K<0.1%History
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF912$38.0K<0.1%–
Vanguard Total International Bond ETF92203J407ETF763$36.4K<0.1%–
Barrick Gold Corp067901108COM2,139$33.2K<0.1%–
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM4,020$30.4K<0.1%History
SLGSL Green Realty CorpCOM734$29.5K<0.1%History
KMPRKEMPER CorpCOM568$23.4K<0.1%History
SMTCSemtech CorpStock747$22.0K<0.1%History
KBHKB HomeCOM514$13.3K<0.1%History
NTESNetEase, Inc.SPONSORED ADS169$12.8K<0.1%History
KSSKOHLS CorpStock341$8.58K<0.1%History
RPDRapid7, Inc.COM170$7.29K<0.1%History
BBDBank BradescoSP ADR PFD NEW1,921$7.07K<0.1%History
TRUTransUnionCOM106$6.31K<0.1%History
PKPark Hotels & Resorts Inc.COM394$4.44K<0.1%History
AGCOAGCO CorpCOM46$4.42K<0.1%History
GBXGreenbrier Companies IncStock140$3.40K<0.1%History
SEMSelect Medical Holdings CorpCOM147$3.25K<0.1%History
CFRCullen/Frost Bankers, Inc.COM19$2.51K<0.1%History
AGOAssured Guaranty LtdCOM48$2.33K<0.1%History
CATYCathay General BancorpCOM53$2.04K<0.1%History
EGPEastgroup Properties IncCOM14$2.02K<0.1%History
LECOLincoln Electric Holdings IncCOM16$2.01K<0.1%History
EWBCEast West Bancorp IncCOM29$1.95K<0.1%History
MKSIMKS IncCOM23$1.90K<0.1%History
GOLFAcushnet Holdings Corp.COM42$1.83K<0.1%History
LFUSLittelfuse IncCOM9$1.79K<0.1%History
SFBSServisFirst Bancshares, Inc.COM22$1.76K<0.1%History
ADCAgree Realty CorpCOM25$1.69K<0.1%History
DOCUDocuSign, Inc.Stock30$1.60K<0.1%History
ALEAllete IncCOM NEW31$1.55K<0.1%History
IDAIdacorp IncCOM15$1.49K<0.1%History
TKRTimken CoCOM25$1.48K<0.1%History
BFHBread Financial Holdings, Inc.COM46$1.45K<0.1%History
CNMDCONMED CorpCOM18$1.44K<0.1%History
MSAMSA Safety IncCOM13$1.42K<0.1%History
PZZAPapa Johns International IncStock20$1.40K<0.1%History
HLNEHamilton Lane INCCL A20$1.19K<0.1%History
NVTnVent Electric plcSHS37$1.17K<0.1%History
HMCHonda Motor Co LtdADR ECH CNV IN 341$885<0.1%History
OPTUOptimum Communications, Inc.CL A145$845<0.1%History
NPOEnpro Inc.COM9$765<0.1%History
WASHWashington Trust Bancorp IncCOM13$604<0.1%History
AGMFederal Agricultural Mortgage CorpCL C6$595<0.1%History
ENREnergizer Holdings, Inc.COM22$553<0.1%History
HUBSHubSpot IncCOM2$540<0.1%History
PENNPENN Entertainment, Inc.COM17$468<0.1%History
NOKNokia CorpSPONSORED ADR102$436<0.1%History
SPOTSpotify Technology S.A.Stock5$432<0.1%History
MORNMorningstar, Inc.COM2$425<0.1%History
MDBMongoDB, Inc.CL A2$397<0.1%History
WLYJohn Wiley & Sons, Inc.CL A8$300<0.1%History
MLABMesa Laboratories IncCOM2$282<0.1%History
DBDeutsche Bank AktiengesellschaftNAMEN AKT36$266<0.1%History
GAPGap IncCOM24$197<0.1%History