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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 16, 2024. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
1,258
+20 vs. Q1 2023
Portfolio value
$2.31B
+$86.2M (+3.9%) vs. Q1 2023
Filed
Aug 16, 2024
SEC
Holdings of TD Private Client Wealth LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SCLStepan CoCOM26$2.48K<0.1%−105−80.2%ReducedHistory
GENGen Digital Inc.Stock135$2.50K<0.1%−569−80.8%ReducedHistory
BYDBoyd Gaming CorpCOM37$2.57K<0.1%−129−77.7%ReducedHistory
JAZZJazz Pharmaceuticals plcSHS USD21$2.60K<0.1%00.0%UnchangedHistory
BLBlackline, Inc.COM49$2.64K<0.1%00.0%UnchangedHistory
MFGMizuho Financial Group IncSPONSORED ADR878$2.69K<0.1%−22,410−96.2%ReducedHistory
FTITechnipFMC plcCOM177$2.94K<0.1%−24−11.9%ReducedHistory
MBCMasterBrand, Inc.COMMON STOCK255$2.97K<0.1%−15−5.6%ReducedHistory
INGING Groep NVSPONSORED ADR232$3.13K<0.1%−50−17.7%ReducedHistory
CNACna Financial CorpCOM81$3.13K<0.1%00.0%UnchangedHistory
WYNNWynn Resorts LtdCOM30$3.17K<0.1%+6+25.0%AddedHistory
AMEDAmedisys IncCOM36$3.29K<0.1%00.0%UnchangedHistory
ENSGEnsign Group, IncCOM35$3.34K<0.1%00.0%UnchangedHistory
ORIOld Republic International CorpCOM140$3.52K<0.1%00.0%UnchangedHistory
FCPTFour Corners Property Trust, Inc.COM139$3.53K<0.1%+76+120.6%AddedHistory
PSOPearson PLCSPONSORED ADR358$3.75K<0.1%00.0%UnchangedHistory
SUISun Communities IncCOM30$3.91K<0.1%−226−88.3%ReducedHistory
PFSProvident Financial Services IncCOM240$3.92K<0.1%00.0%UnchangedHistory
MATMattel IncCOM201$3.93K<0.1%00.0%UnchangedHistory
Townebank Portsmouth Va89214P109COM170$3.95K<0.1%00.0%Unchanged–
PTCPTC Inc.Stock28$3.98K<0.1%−6−17.6%ReducedHistory
DOCSDoximity, Inc.CL A119$4.05K<0.1%00.0%UnchangedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR306$4.23K<0.1%−17,229−98.3%ReducedHistory
EDITEditas Medicine, Inc.COM538$4.43K<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock270$4.50K<0.1%−200−42.6%ReducedHistory
NTGTortoise Midstream Energy Fund, Inc.COM130$4.50K<0.1%00.0%UnchangedHistory
EMBCEmbecta Corp.Stock210$4.54K<0.1%−1−0.5%ReducedHistory
VMRKVivmark ResidentialSH BEN INT71$4.68K<0.1%−22−23.7%ReducedHistory
ATHMAutohome Inc.SP ADS RP CL A161$4.70K<0.1%00.0%UnchangedHistory
APPNAppian CorpCL A100$4.76K<0.1%+100NewHistory
RXORXO, Inc.COMMON STOCK214$4.85K<0.1%00.0%UnchangedHistory
LOPEGrand Canyon Education, Inc.COM48$4.95K<0.1%00.0%UnchangedHistory
EBFEnnis, Inc.COM251$5.12K<0.1%00.0%UnchangedHistory
INDBIndependent Bank CorpCOM115$5.12K<0.1%00.0%UnchangedHistory
WKWorkiva IncCOM CL A52$5.29K<0.1%00.0%UnchangedHistory
KKellanovaStock80$5.39K<0.1%+42+110.5%AddedHistory
RRCRange Resources CorpCOM184$5.41K<0.1%00.0%UnchangedHistory
CRBGCorebridge Financial, Inc.COM312$5.51K<0.1%+312NewHistory
SESea LtdSPONSORD ADS95$5.51K<0.1%+83+691.7%AddedHistory
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER108$5.55K<0.1%00.0%Unchanged–
BKHBlack Hills CorpCOM93$5.60K<0.1%00.0%UnchangedHistory
PRDOPerdoceo Education CorpCOM460$5.64K<0.1%00.0%UnchangedHistory
AUDCAudiocodes LtdORD619$5.66K<0.1%−38−5.8%ReducedHistory
LYGLloyds Banking Group plcSPONSORED ADR2,638$5.80K<0.1%+920+53.6%AddedHistory
MELIMercadolibre IncCOM5$5.92K<0.1%00.0%UnchangedHistory
COTYCoty Inc.COM CL A482$5.92K<0.1%+215+80.5%AddedHistory
NBIXNeurocrine Biosciences IncStock63$5.94K<0.1%00.0%UnchangedHistory
AGNTAGNT, Inc.COM293$5.94K<0.1%+30+11.4%AddedHistory
RLIRli CorpCOM44$6.00K<0.1%00.0%UnchangedHistory
PCRXPacira BioSciences, Inc.COM151$6.05K<0.1%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM306$6.26K<0.1%00.0%UnchangedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD1,060$6.26K<0.1%00.0%UnchangedHistory
JNPRJuniper Networks IncCOM200$6.27K<0.1%+40+25.0%AddedHistory
CCChemours CoStock170$6.27K<0.1%00.0%UnchangedHistory
NWSNews CorpCL B318$6.27K<0.1%00.0%UnchangedHistory
HRLHormel Foods CorpCOM156$6.27K<0.1%−22−12.4%ReducedHistory
ITGRInteger Holdings CorpCOM74$6.56K<0.1%−46−38.3%ReducedHistory
AXSAxis Capital Holdings LtdSHS124$6.67K<0.1%00.0%UnchangedHistory
RRXRegal Rexnord CorpCOM44$6.77K<0.1%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM78$6.78K<0.1%−7−8.2%ReducedHistory
SAMBoston Beer Co IncCL A22$6.79K<0.1%00.0%UnchangedHistory
HOGHarley-Davidson, Inc.COM193$6.80K<0.1%−146−43.1%ReducedHistory
CPRICapri Holdings LtdSHS191$6.86K<0.1%00.0%UnchangedHistory
DNBDun & Bradstreet Holdings, Inc.COM599$6.93K<0.1%+410+216.9%AddedHistory
RBCRBC Bearings INCCOM32$6.96K<0.1%00.0%UnchangedHistory
IDAIdacorp IncCOM68$6.98K<0.1%00.0%UnchangedHistory
GTLSChart Industries IncCOM45$7.19K<0.1%+45NewHistory
PORPortland General Electric CoCOM NEW157$7.35K<0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock555$7.37K<0.1%+83+17.6%AddedHistory
EPRTEssential Properties Realty Trust, Inc.COM316$7.44K<0.1%00.0%UnchangedHistory
BBWIBath & Body Works, Inc.COM202$7.58K<0.1%−11−5.2%ReducedHistory
STAAStaar Surgical CoCOM PAR $0.01145$7.62K<0.1%00.0%UnchangedHistory
PRLBProto Labs IncCOM219$7.66K<0.1%00.0%UnchangedHistory
HEI.AHeico CorpCL A55$7.73K<0.1%00.0%UnchangedHistory
GLOBGlobant S.A.COM44$7.91K<0.1%00.0%UnchangedHistory
LBRTLiberty Energy Inc.COM CL A596$7.97K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM1,163$8.01K<0.1%+1,109+2,053.7%AddedHistory
TSTenaris SASPONSORED ADS269$8.06K<0.1%00.0%UnchangedHistory
AMKRAmkor Technology, Inc.COM272$8.09K<0.1%−837−75.5%ReducedHistory
THFFFirst Financial CorpStock258$8.38K<0.1%00.0%UnchangedHistory
CBOECboe Global Markets, Inc.COM61$8.42K<0.1%+33+117.9%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF342$8.42K<0.1%−22−6.0%Reduced–
OLPXOlaplex Holdings, Inc.COM2,273$8.46K<0.1%+245+12.1%AddedHistory
VRNTVerint Systems IncCOM245$8.59K<0.1%00.0%UnchangedHistory
ASHAshland Inc.COM99$8.60K<0.1%00.0%UnchangedHistory
GTMZoomInfo Technologies Inc.Stock340$8.63K<0.1%+157+85.8%AddedHistory
QGENQiagen N.V.SHS NEW193$8.66K<0.1%−772−80.0%ReducedHistory
HLNEHamilton Lane INCCL A109$8.72K<0.1%+109NewHistory
TRMBTrimble Inc.COM167$8.84K<0.1%−243−59.3%ReducedHistory
JBLUJetBlue Airways CorpCOM1,000$8.86K<0.1%00.0%UnchangedHistory
TDOCTeladoc Health, Inc.COM356$9.01K<0.1%00.0%UnchangedHistory
JEFJefferies Financial Group Inc.COM272$9.02K<0.1%00.0%UnchangedHistory
SLGNSilgan Holdings IncCOM194$9.10K<0.1%00.0%UnchangedHistory
PINCPremier, Inc.CL A329$9.10K<0.1%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM106$9.19K<0.1%+26+32.5%AddedHistory
TECHBIO-TECHNE CorpCOM113$9.22K<0.1%+55+94.8%AddedHistory
CNXCConcentrix CorpStock115$9.29K<0.1%−54−32.0%ReducedHistory
LADRLadder Capital CorpCL A869$9.43K<0.1%00.0%UnchangedHistory
EPAMEPAM Systems, Inc.COM42$9.44K<0.1%−7−14.3%ReducedHistory
CRAICra International, Inc.COM93$9.49K<0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (34)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
iShares Inc464286608MSCI EURZONE ETF5,850$263.7K<0.1%–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF7,637$243.7K<0.1%–
Vanguard Star FDS921909768VG TL INTL STK F584$32.2K<0.1%–
Vanguard Total International Bond ETF92203J407ETF482$23.6K<0.1%–
MXLMaxlinear, IncCOM547$19.3K<0.1%History
TTDTrade Desk, Inc.Stock179$10.9K<0.1%History
DNAGinkgo Bioworks Holdings, Inc.CL A SHS6,907$9.19K<0.1%History
AZZAzz IncCOM210$8.66K<0.1%History
WALWestern Alliance BancorporationCOM181$6.43K<0.1%History
REXRRexford Industrial Realty, Inc.COM99$5.91K<0.1%History
NVSTEnvista Holdings CorpCOM81$3.31K<0.1%History
SITCSITE Centers Corp.COM268$3.29K<0.1%History
WWayfair Inc.CL A83$2.85K<0.1%History
CERTCertara, Inc.COM113$2.72K<0.1%History
VTSVitesse Energy, Inc.COMMON STOCK129$2.46K<0.1%History
CUZCousins Properties IncCOM NEW88$1.88K<0.1%History
KBKB Financial Group Inc.SPONSORED ADR50$1.82K<0.1%History
BVNBuenaventura Mining Co IncSPONSORED ADR191$1.56K<0.1%History
PNFPPinnacle Financial Partners, Inc.COM23$1.27K<0.1%History
VNOVornado Realty TrustSH BEN INT79$1.21K<0.1%History
RNGRingCentral, Inc.CL A37$1.14K<0.1%History
ELANElanco Animal Health IncCOM91$855<0.1%History
NEOGNeogen CorpCOM40$741<0.1%History
WSMWilliams Sonoma IncCOM6$730<0.1%History
BOHBank of Hawaii CorpCOM13$677<0.1%History
VYXNCR Voyix CorpCOM28$661<0.1%History
DHDefinitive Healthcare Corp.CLASS A COM62$640<0.1%History
LYFTLyft, Inc.CL A COM68$630<0.1%History
FBINFortune Brands Innovations, Inc.COM7$411<0.1%History
PVHPVH Corp.COM4$357<0.1%History
TWKSThoughtworks Holding, Inc.COM42$309<0.1%History
ZIMZIM Integrated Shipping Services Ltd.SHS13$307<0.1%History
HOODRobinhood Markets, Inc.Stock25$243<0.1%History
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS27$239<0.1%History