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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
AINAlbany International CorpCL A24$2.37K<0.1%−25−51.0%ReducedHistory
STMSTMicroelectronics N.V.NY REGISTRY71$2.52K<0.1%00.0%UnchangedHistory
WWayfair Inc.CL A78$2.56K<0.1%+13+20.0%AddedHistory
ELANElanco Animal Health IncCOM227$2.77K<0.1%+35+18.2%AddedHistory
PINCPremier, Inc.CL A82$2.87K<0.1%00.0%UnchangedHistory
NOVNOV Inc.COM139$2.90K<0.1%00.0%UnchangedHistory
AMEDAmedisys IncCOM36$3.01K<0.1%−106−74.6%ReducedHistory
BLBlackline, Inc.COM49$3.30K<0.1%00.0%UnchangedHistory
ENSGEnsign Group, IncCOM35$3.31K<0.1%00.0%UnchangedHistory
JAZZJazz Pharmaceuticals plcSHS USD21$3.35K<0.1%00.0%UnchangedHistory
ORIOld Republic International CorpCOM140$3.38K<0.1%00.0%UnchangedHistory
FISIFinancial Institutions IncCOM139$3.39K<0.1%00.0%UnchangedHistory
ACGLArch Capital Group Ltd.Stock57$3.58K<0.1%00.0%UnchangedHistory
MATMattel IncCOM201$3.59K<0.1%00.0%UnchangedHistory
RXORXO, Inc.COMMON STOCK214$3.68K<0.1%+214NewHistory
SEDGSolaredge Technologies, Inc.COM13$3.68K<0.1%−36−73.5%ReducedHistory
AGNTAGNT, Inc.COM339$3.76K<0.1%00.0%UnchangedHistory
STAAStaar Surgical CoCOM PAR $0.0182$3.98K<0.1%00.0%UnchangedHistory
PTCPTC Inc.Stock34$4.08K<0.1%+7+25.9%AddedHistory
MELIMercadolibre IncCOM5$4.23K<0.1%−21−80.8%ReducedHistory
WKWorkiva IncCOM CL A52$4.37K<0.1%−110−67.9%ReducedHistory
XRAYDentsply Sirona Inc.Stock140$4.46K<0.1%−5,530−97.5%ReducedHistory
VMRKVivmark ResidentialSH BEN INT76$4.48K<0.1%−261−77.4%ReducedHistory
NTGTortoise Midstream Energy Fund, Inc.COM130$4.50K<0.1%00.0%UnchangedHistory
RRCRange Resources CorpCOM184$4.60K<0.1%00.0%UnchangedHistory
LEN.BLennar CorpCL B62$4.64K<0.1%00.0%UnchangedHistory
LADRLadder Capital CorpCL A463$4.65K<0.1%00.0%UnchangedHistory
EDITEditas Medicine, Inc.COM538$4.77K<0.1%00.0%UnchangedHistory
HELEHelen of Troy LtdStock44$4.88K<0.1%00.0%UnchangedHistory
ATHMAutohome Inc.SP ADS RP CL A161$4.93K<0.1%+39+32.0%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF86$4.98K<0.1%+86New–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER108$5.04K<0.1%00.0%Unchanged–
CHWYChewy, Inc.CL A136$5.04K<0.1%+45+49.5%AddedHistory
JNPRJuniper Networks IncCOM160$5.11K<0.1%−34−17.5%ReducedHistory
CCChemours CoStock170$5.21K<0.1%00.0%UnchangedHistory
Townebank Portsmouth Va89214P109COM170$5.24K<0.1%00.0%Unchanged–
KDKyndryl Holdings, Inc.Stock472$5.25K<0.1%00.0%UnchangedHistory
PCGPG&E CorpStock325$5.29K<0.1%+285+712.5%AddedHistory
TECHBIO-TECHNE CorpCOM64$5.30K<0.1%−124−66.0%ReducedConverted for a 4-for-1 splitHistory
MACMacerich CoCOM478$5.38K<0.1%−79,124−99.4%ReducedHistory
REXRRexford Industrial Realty, Inc.COM99$5.41K<0.1%00.0%UnchangedHistory
GTMZoomInfo Technologies Inc.Stock183$5.51K<0.1%+111+154.2%AddedHistory
EBFEnnis, Inc.COM251$5.56K<0.1%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM68$5.59K<0.1%00.0%UnchangedHistory
PRLBProto Labs IncCOM219$5.59K<0.1%00.0%UnchangedHistory
EMBCEmbecta Corp.Stock227$5.74K<0.1%−28−11.0%ReducedHistory
RLIRli CorpCOM44$5.78K<0.1%00.0%UnchangedHistory
NWSNews CorpCL B318$5.86K<0.1%00.0%UnchangedHistory
PRDOPerdoceo Education CorpCOM460$6.39K<0.1%00.0%UnchangedHistory
JBLUJetBlue Airways CorpCOM1,000$6.48K<0.1%00.0%UnchangedHistory
LOPEGrand Canyon Education, Inc.COM62$6.55K<0.1%00.0%UnchangedHistory
CCSIConsensus Cloud Solutions, Inc.COM123$6.61K<0.1%00.0%UnchangedHistory
RBCRBC Bearings INCCOM32$6.70K<0.1%00.0%UnchangedHistory
TTECTTEC Holdings, Inc.COM153$6.75K<0.1%−82−34.9%ReducedHistory
OPIOffice Properties Income TrustCOM SHS BEN INT507$6.77K<0.1%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM66$6.83K<0.1%+10+17.9%AddedHistory
ABNBAirbnb, Inc.Stock81$6.93K<0.1%−45−35.7%ReducedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX99$6.97K<0.1%00.0%Unchanged–
PRIMPrimoris Services CorpStock319$7.00K<0.1%00.0%UnchangedHistory
EXEExpand Energy CorpCOM75$7.08K<0.1%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock146$7.13K<0.1%+50+52.1%AddedHistory
MKTXMarketaxess Holdings IncCOM26$7.25K<0.1%−10−27.8%ReducedHistory
TWSTTwist Bioscience CorpCOM306$7.29K<0.1%+160+109.6%AddedHistory
INSPInspire Medical Systems, Inc.COM29$7.30K<0.1%00.0%UnchangedHistory
GLOBGlobant S.A.COM44$7.40K<0.1%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock63$7.53K<0.1%00.0%UnchangedHistory
MANHManhattan Associates IncStock62$7.53K<0.1%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM110$7.67K<0.1%−17−13.4%ReducedHistory
PORPortland General Electric CoCOM NEW157$7.69K<0.1%00.0%UnchangedHistory
XHRXenia Hotels & Resorts, Inc.COM587$7.74K<0.1%00.0%UnchangedHistory
HZOMarinemax IncCOM256$7.99K<0.1%00.0%UnchangedHistory
BCBrunswick CorpCOM112$8.07K<0.1%−36−24.3%ReducedHistory
MWAMueller Water Products, Inc.COM SER A762$8.20K<0.1%+317+71.2%AddedHistory
HRLHormel Foods CorpCOM180$8.20K<0.1%−59−24.7%ReducedHistory
SITCSITE Centers Corp.COM615$8.40K<0.1%−22−3.5%ReducedHistory
TDOCTeladoc Health, Inc.COM356$8.42K<0.1%−43−10.8%ReducedHistory
AZZAzz IncCOM210$8.44K<0.1%+84+66.7%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF364$8.62K<0.1%+364New–
FIVEFive Below, IncCOM49$8.67K<0.1%−5−9.3%ReducedHistory
VRNTVerint Systems IncCOM245$8.89K<0.1%+102+71.3%AddedHistory
RIVNRivian Automotive, Inc.Stock483$8.90K<0.1%+156+47.7%AddedHistory
PANWPalo Alto Networks IncStock64$8.93K<0.1%−29−31.2%ReducedHistory
FSLRFirst Solar, Inc.Stock60$8.99K<0.1%+55+1,100.0%AddedHistory
OMFOneMain Holdings, Inc.COM270$8.99K<0.1%+108+66.7%AddedHistory
BBWIBath & Body Works, Inc.COM215$9.06K<0.1%+21+10.8%AddedHistory
FOXFox CorpCL B COM320$9.10K<0.1%−68−17.5%ReducedHistory
AMHAmerican Homes 4 RentCL A303$9.13K<0.1%+303NewHistory
SNDRSchneider National, Inc.CL B391$9.15K<0.1%00.0%UnchangedHistory
MOHMolina Healthcare, Inc.COM28$9.25K<0.1%−16−36.4%ReducedHistory
AUBAtlantic Union Bankshares CorpCOM264$9.28K<0.1%+264NewHistory
JEFJefferies Financial Group Inc.COM272$9.32K<0.1%00.0%UnchangedHistory
INDBIndependent Bank CorpCOM115$9.71K<0.1%00.0%UnchangedHistory
NSITInsight Enterprises IncCOM98$9.83K<0.1%−74−43.0%ReducedHistory
OLPXOlaplex Holdings, Inc.COM1,886$9.83K<0.1%00.0%UnchangedHistory
EXPEagle Materials IncCOM74$9.83K<0.1%00.0%UnchangedHistory
TAPMolson Coors Beverage CoCL B192$9.89K<0.1%−207−51.9%ReducedHistory
INVAInnoviva, Inc.COM752$9.96K<0.1%00.0%UnchangedHistory
SLGNSilgan Holdings IncCOM194$10.1K<0.1%00.0%UnchangedHistory
HHyatt Hotels CorpCOM CL A113$10.2K<0.1%00.0%UnchangedHistory
BYDBoyd Gaming CorpCOM189$10.3K<0.1%−17−8.3%ReducedHistory

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