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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Aug 16, 2024. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
1,238
+30 vs. Q4 2022
Portfolio value
$2.23B
+$112.0M (+5.3%) vs. Q4 2022
Filed
Aug 16, 2024
SEC
Holdings of TD Private Client Wealth LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
VMEOVimeo, Inc.COMMON STOCK1$4<0.1%00.0%UnchangedHistory
ATRAptargroup, Inc.Stock2$236<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS27$239<0.1%00.0%UnchangedHistory
HOODRobinhood Markets, Inc.Stock25$243<0.1%00.0%UnchangedHistory
NTESNetEase, Inc.SPONSORED ADS3$265<0.1%+3NewHistory
GRABGrab Holdings LtdCLASS A ORD93$280<0.1%00.0%UnchangedHistory
TELFYTelefonica S ASPONSORED ADR67$287<0.1%00.0%UnchangedHistory
Cyberark Software LtdM2682V108SHS2$296<0.1%00.0%Unchanged–
ZIMZIM Integrated Shipping Services Ltd.SHS13$307<0.1%+13NewHistory
TWKSThoughtworks Holding, Inc.COM42$309<0.1%00.0%UnchangedHistory
NENoble Corp plcORD SHS A9$355<0.1%00.0%UnchangedHistory
PVHPVH Corp.COM4$357<0.1%00.0%UnchangedHistory
ARAntero Resources CorpCOM17$393<0.1%00.0%UnchangedHistory
WIXWix.com Ltd.SHS4$399<0.1%00.0%UnchangedHistory
FBINFortune Brands Innovations, Inc.COM7$411<0.1%−915−99.2%ReducedHistory
LCIDLucid Group, Inc.COM54$434<0.1%00.0%UnchangedHistory
SNNSmith & Nephew PLCSPDN ADR NEW16$447<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR94$462<0.1%+94NewHistory
NMRNomura Holdings IncSPONSORED ADR133$505<0.1%00.0%UnchangedHistory
FIVNFive9, Inc.COM7$506<0.1%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM65$534<0.1%00.0%UnchangedHistory
IHGIntercontinental Hotels Group PLCSPONSORED ADS9$599<0.1%00.0%UnchangedHistory
COHRCoherent Corp.COM16$609<0.1%00.0%UnchangedHistory
LYFTLyft, Inc.CL A COM68$630<0.1%+36+112.5%AddedHistory
NLYAnnaly Capital Management IncREIT33$631<0.1%00.0%UnchangedHistory
DHDefinitive Healthcare Corp.CLASS A COM62$640<0.1%00.0%UnchangedHistory
VYXNCR Voyix CorpCOM28$661<0.1%00.0%UnchangedHistory
BOHBank of Hawaii CorpCOM13$677<0.1%−758−98.3%ReducedHistory
NICENICE Ltd.SPONSORED ADR3$687<0.1%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM6$730<0.1%00.0%UnchangedHistory
NEOGNeogen CorpCOM40$741<0.1%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR2$745<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM20$765<0.1%00.0%UnchangedHistory
FUTUFutu Holdings LtdSPON ADS CL A15$778<0.1%00.0%UnchangedHistory
GTGoodyear Tire & Rubber CoCOM73$804<0.1%00.0%UnchangedHistory
EXASExact Sciences CorpCOM12$814<0.1%00.0%UnchangedHistory
STLAStellantis N.V.SHS46$836<0.1%00.0%UnchangedHistory
Noble Corp PLCG65431150*W EXP 02/04/20237$851<0.1%00.0%Unchanged–
ELANElanco Animal Health IncCOM91$855<0.1%−136−59.9%ReducedHistory
UGIUgi CorpStock25$869<0.1%00.0%UnchangedHistory
ERICEricsson LM Telephone CoADR B SEK 10153$895<0.1%00.0%UnchangedHistory
AGNCAGNC Investment Corp.REIT89$897<0.1%00.0%UnchangedHistory
IXOrix CorpSPONSORED ADR11$903<0.1%00.0%UnchangedHistory
SANBanco Santander, S.A.ADR246$908<0.1%+53+27.5%AddedHistory
DKNGDraftKings Inc.Stock47$910<0.1%+16+51.6%AddedHistory
Noble Corp PLCG65431135*W EXP 02/04/20237$919<0.1%00.0%Unchanged–
EPREpr PropertiesCOM SH BEN INT25$953<0.1%00.0%UnchangedHistory
PATHUiPath, Inc.Stock55$966<0.1%+21+61.8%AddedHistory
WPPWPP plcADR17$1.01K<0.1%00.0%UnchangedHistory
SESea LtdSPONSORD ADS12$1.04K<0.1%00.0%UnchangedHistory
FMSFresenius Medical Care AGSPONSORED ADR49$1.04K<0.1%00.0%UnchangedHistory
MGAMagna International IncCOM20$1.07K<0.1%+20NewHistory
RTORentokil Initial PLCSPONSORED ADR31$1.13K<0.1%00.0%UnchangedHistory
RNGRingCentral, Inc.CL A37$1.14K<0.1%+25+208.3%AddedHistory
LBRDKLiberty Broadband CorpCOM SER C14$1.14K<0.1%+8+133.3%AddedHistory
BWXTBWX Technologies, Inc.COM19$1.20K<0.1%00.0%UnchangedHistory
KNSLKinsale Capital Group, Inc.Stock4$1.20K<0.1%00.0%UnchangedHistory
VNOVornado Realty TrustSH BEN INT79$1.21K<0.1%−457−85.3%ReducedHistory
STLDSteel Dynamics IncCOM11$1.24K<0.1%+11NewHistory
SWNSouthwestern Energy CoCOM251$1.25K<0.1%00.0%UnchangedHistory
PNFPPinnacle Financial Partners, Inc.COM23$1.27K<0.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW25$1.29K<0.1%00.0%UnchangedHistory
ICLICL Group Ltd.SHS193$1.29K<0.1%00.0%UnchangedHistory
TRGPTarga Resources Corp.COM18$1.31K<0.1%−8−30.8%ReducedHistory
FHNFirst Horizon CorpCOM75$1.33K<0.1%00.0%UnchangedHistory
BRXBrixmor Property Group Inc.COM62$1.33K<0.1%00.0%UnchangedHistory
SLVMSylvamo CorpCOMMON STOCK30$1.39K<0.1%00.0%UnchangedHistory
EEFTEuronet Worldwide, Inc.COM13$1.46K<0.1%00.0%UnchangedHistory
LSCCLattice Semiconductor CorpCOM16$1.53K<0.1%00.0%UnchangedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR191$1.56K<0.1%−2,103−91.7%ReducedHistory
JHXJames Hardie Industries plcSPONSORED ADR74$1.60K<0.1%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock63$1.64K<0.1%00.0%UnchangedHistory
NGVTIngevity CorpCOM23$1.65K<0.1%00.0%UnchangedHistory
VSXYVictoria's Secret & Co.COMMON STOCK49$1.67K<0.1%00.0%UnchangedHistory
FCPTFour Corners Property Trust, Inc.COM63$1.69K<0.1%00.0%UnchangedHistory
BUDAnheuser-Busch InBev SA/NVADR26$1.74K<0.1%00.0%UnchangedHistory
CBTCabot CorpCOM23$1.76K<0.1%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM9$1.80K<0.1%00.0%UnchangedHistory
KBKB Financial Group Inc.SPONSORED ADR50$1.82K<0.1%−581−92.1%ReducedHistory
VNTVontier CorpStock67$1.83K<0.1%−4−5.6%ReducedHistory
MMacy's, Inc.COM106$1.85K<0.1%00.0%UnchangedHistory
CUZCousins Properties IncCOM NEW88$1.88K<0.1%+43+95.6%AddedHistory
GWREGuidewire Software, Inc.COM23$1.89K<0.1%00.0%UnchangedHistory
SEICSEI Investments CoCOM33$1.90K<0.1%00.0%UnchangedHistory
AINAlbany International CorpCL A24$2.15K<0.1%00.0%UnchangedHistory
MBCMasterBrand, Inc.COMMON STOCK270$2.17K<0.1%−11−3.9%ReducedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF53$2.18K<0.1%00.0%Unchanged–
KNXKnight-Swift Transportation Holdings Inc.CL A39$2.21K<0.1%+10+34.5%AddedHistory
STCStewart Information Services CorpCOM55$2.22K<0.1%−198−78.3%ReducedHistory
DNBDun & Bradstreet Holdings, Inc.COM189$2.22K<0.1%+189NewHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG126$2.42K<0.1%00.0%Unchanged–
BILLBILL Holdings, Inc.Stock30$2.43K<0.1%−91−75.2%ReducedHistory
VTSVitesse Energy, Inc.COMMON STOCK129$2.46K<0.1%+129NewHistory
EDREndeavor Group Holdings, Inc.CL A COM104$2.49K<0.1%00.0%UnchangedHistory
KKellanovaStock38$2.54K<0.1%−193−83.5%ReducedHistory
NOVNOV Inc.COM139$2.57K<0.1%00.0%UnchangedHistory
AMEDAmedisys IncCOM36$2.65K<0.1%00.0%UnchangedHistory
WYNNWynn Resorts LtdCOM24$2.69K<0.1%+8+50.0%AddedHistory
RGENRepligen CorpCOM16$2.69K<0.1%−103−86.6%ReducedHistory
CERTCertara, Inc.COM113$2.72K<0.1%00.0%UnchangedHistory

Sold out since Q4 2022 (36)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
iShares Tr464287739U.S. REAL ES ETF23,436$1.97M0.1%–
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY16,346$778.1K<0.1%–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD32,884$486.0K<0.1%–
iShares Tr464288257MSCI ACWI ETF3,416$289.9K<0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF3,018$123.4K<0.1%–
Invesco Exchange Traded FD T46137V399S&P500 BUY WRT2,591$52.1K<0.1%–
USOICredit Suisse AGXLINK CRD ETN37570$47.5K<0.1%History
VVVValvoline IncCOM998$32.6K<0.1%History
FFWMFirst Foundation Inc.COM1,827$26.2K<0.1%History
First Tr High Income L/S FD33738E109COM2,000$22.9K<0.1%–
Global X FDS37950E101FTSE NORDIC REG775$19.9K<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF374$19.3K<0.1%–
FGF&G Annuities & Life, Inc.COMMON STOCK775$15.5K<0.1%History
WINGWingstop Inc.COM110$15.1K<0.1%History
CORTCorcept Therapeutics IncCOM595$12.1K<0.1%History
APAMArtisan Partners Asset Management Inc.CL A387$11.5K<0.1%History
iShares Tr464287689RUSSELL 3000 ETF51$11.3K<0.1%–
HASIHA Sustainable Infrastructure Capital, Inc.COM357$10.3K<0.1%History
HZOMarinemax IncCOM256$7.99K<0.1%History
XHRXenia Hotels & Resorts, Inc.COM587$7.74K<0.1%History
OPIOffice Properties Income TrustCOM SHS BEN INT507$6.77K<0.1%History
CCSIConsensus Cloud Solutions, Inc.COM123$6.61K<0.1%History
MACMacerich CoCOM478$5.38K<0.1%History
FISIFinancial Institutions IncCOM139$3.39K<0.1%History
APPAppLovin CorpCOM CL A96$1.01K<0.1%History
WMSAdvanced Drainage Systems, Inc.COM10$820<0.1%History
DEIDouglas Emmett IncCOM40$627<0.1%History
CLVTClarivate PLCORD SHS67$559<0.1%History
HPPHudson Pacific Properties, Inc.COM39$379<0.1%History
UUnity Software Inc.COM13$372<0.1%History
ROKURoku, IncCOM CL A9$366<0.1%History
ESTCElastic N.V.ORD SHS7$361<0.1%History
RBLXRoblox CorpStock10$285<0.1%History
PLUGPlug Power IncStock22$272<0.1%History
COINCoinbase Global, Inc.COM CL A6$212<0.1%History
OPENOpendoor Technologies Inc.COM164$190<0.1%History