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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 18, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
1,281
+65 vs. Q2 2024
Portfolio value
$3.48B
+$301.6M (+9.5%) vs. Q2 2024
Filed
Nov 18, 2024
SEC
Holdings of TD Private Client Wealth LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
ALSumisho Air Lease CorpCL A45$2.04K<0.1%+45NewHistory
BIRKBirkenstock Holding plcCOM SHS42$2.07K<0.1%00.0%UnchangedHistory
PBProsperity Bancshares IncCOM29$2.09K<0.1%+29NewHistory
KLICKulicke & Soffa Industries IncCOM47$2.12K<0.1%+47NewHistory
DTMDT Midstream, Inc.COMMON STOCK27$2.12K<0.1%00.0%UnchangedHistory
LOPEGrand Canyon Education, Inc.COM15$2.13K<0.1%00.0%UnchangedHistory
HALOHalozyme Therapeutics, Inc.COM38$2.17K<0.1%+16+72.7%AddedHistory
ARCCAres Capital CorpCEF105$2.20K<0.1%−12−10.3%ReducedHistory
MORNMorningstar, Inc.COM7$2.23K<0.1%+7NewHistory
POWIPower Integrations IncCOM35$2.24K<0.1%+35NewHistory
HOMBHome Bancshares IncCOM83$2.25K<0.1%+83NewHistory
MTArcelorMittalNY REGISTRY SH87$2.29K<0.1%+87NewHistory
ATKRAtkore Inc.COM27$2.29K<0.1%−315−92.1%ReducedHistory
VMIValmont Industries IncCOM8$2.32K<0.1%+8NewHistory
SPSCSPS Commerce IncCOM12$2.33K<0.1%+12NewHistory
RHPRyman Hospitality Properties, Inc.COM22$2.36K<0.1%+22NewHistory
GFLGFL Environmental Inc.SUB VTG SHS60$2.39K<0.1%+60NewHistory
RBCRBC Bearings INCCOM8$2.40K<0.1%+8NewHistory
RLIRli CorpCOM16$2.48K<0.1%+16NewHistory
BGBunge Global SACOM SHS26$2.51K<0.1%−12−31.6%ReducedHistory
MKTXMarketaxess Holdings IncCOM10$2.56K<0.1%+2+25.0%AddedHistory
SLVMSylvamo CorpCOMMON STOCK30$2.58K<0.1%00.0%UnchangedHistory
iShares Tr464287689RUSSELL 3000 ETF8$2.61K<0.1%+8New–
TPLTexas Pacific Land CorpStock3$2.65K<0.1%+3NewHistory
OHIOmega Healthcare Investors IncCOM66$2.69K<0.1%−15−18.5%ReducedHistory
LMATLemaitre Vascular IncCOM29$2.69K<0.1%+29NewHistory
AZTAAzenta, Inc.COM58$2.81K<0.1%+3+5.5%AddedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT164$2.84K<0.1%00.0%UnchangedHistory
Vanguard World FD921910709EXTENDED DUR36$2.87K<0.1%00.0%Unchanged–
CNSCohen & Steers, Inc.COM30$2.88K<0.1%+30NewHistory
WINGWingstop Inc.COM7$2.91K<0.1%+7NewHistory
BWXTBWX Technologies, Inc.COM27$2.94K<0.1%+27NewHistory
CCOICogent Communications Holdings, Inc.COM NEW39$2.96K<0.1%+18+85.7%AddedHistory
FRPTFreshpet, Inc.Stock22$3.01K<0.1%00.0%UnchangedHistory
IXOrix CorpSPONSORED ADR26$3.02K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF64$3.04K<0.1%00.0%Unchanged–
LYGLloyds Banking Group plcSPONSORED ADR981$3.06K<0.1%−197−16.7%ReducedHistory
EQHEquitable Holdings, Inc.COM73$3.07K<0.1%+29+65.9%AddedHistory
CPKChesapeake Utilities CorpCOM25$3.10K<0.1%+17+212.5%AddedHistory
TRNOTerreno Realty CorpCOM47$3.14K<0.1%+30+176.5%AddedHistory
BURLBurlington Stores, Inc.COM12$3.16K<0.1%+7+140.0%AddedHistory
ENSGEnsign Group, IncCOM22$3.16K<0.1%+22NewHistory
INCYIncyte CorpCOM48$3.17K<0.1%−7−12.7%ReducedHistory
TXRHTexas Roadhouse, Inc.COM18$3.18K<0.1%00.0%UnchangedHistory
UHSUniversal Health Services IncCL B14$3.21K<0.1%+8+133.3%AddedHistory
CMBTCmb.tech NVSHS193$3.21K<0.1%−5−2.5%ReducedHistory
KRGKite Realty Group TrustCOM NEW123$3.27K<0.1%−25−16.9%ReducedHistory
CERTCertara, Inc.COM286$3.35K<0.1%00.0%UnchangedHistory
TAKTakeda Pharmaceutical Co LtdADR238$3.38K<0.1%00.0%UnchangedHistory
CCChemours CoStock170$3.45K<0.1%00.0%UnchangedHistory
BUDAnheuser-Busch InBev SA/NVADR53$3.51K<0.1%00.0%UnchangedHistory
DKSDick's Sporting Goods, Inc.Stock17$3.55K<0.1%+17NewHistory
AUDCAudiocodes LtdORD363$3.55K<0.1%−27−6.9%ReducedHistory
LNCLincoln National CorpCOM113$3.56K<0.1%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM98$3.64K<0.1%00.0%UnchangedHistory
HLNEHamilton Lane INCCL A22$3.71K<0.1%+22NewHistory
PFGCPerformance Food Group CoCOM49$3.84K<0.1%+49NewHistory
ETSYEtsy IncCOM72$4.00K<0.1%−67−48.2%ReducedHistory
KMPRKEMPER CorpCOM66$4.04K<0.1%+66NewHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock42$4.08K<0.1%00.0%UnchangedHistory
iShares Inc46434G822MSCI JAPAN ETF58$4.15K<0.1%00.0%Unchanged–
HRLHormel Foods CorpCOM135$4.28K<0.1%+16+13.4%AddedHistory
SKXSkechers USA IncCL A67$4.48K<0.1%00.0%UnchangedHistory
MSAMSA Safety IncCOM26$4.61K<0.1%00.0%UnchangedHistory
KNSLKinsale Capital Group, Inc.Stock10$4.66K<0.1%+6+150.0%AddedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL93$4.73K<0.1%+93New–
PHINPhinia Inc.COMMON STOCK104$4.79K<0.1%00.0%UnchangedHistory
WCNWaste Connections, Inc.COM27$4.83K<0.1%−17−38.6%ReducedHistory
ORIOld Republic International CorpCOM140$4.96K<0.1%00.0%UnchangedHistory
RTORentokil Initial PLCSPONSORED ADR205$5.10K<0.1%−766−78.9%ReducedHistory
ROIVRoivant Sciences Ltd.SHS454$5.24K<0.1%00.0%UnchangedHistory
RDYDr Reddys Laboratories LtdADR66$5.24K<0.1%+66NewHistory
DIODDiodes IncCOM82$5.25K<0.1%00.0%UnchangedHistory
CSLCarlisle Companies IncCOM12$5.40K<0.1%+10+500.0%AddedHistory
CPNGCoupang, Inc.CL A220$5.40K<0.1%00.0%UnchangedHistory
PAGPenske Automotive Group, Inc.COM34$5.52K<0.1%00.0%UnchangedHistory
ROADConstruction Partners, Inc.COM CL A80$5.58K<0.1%+80NewHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR448$5.66K<0.1%00.0%UnchangedHistory
DAYDayforce, Inc.COM95$5.82K<0.1%−66−41.0%ReducedHistory
ALKAlaska Air Group, Inc.COM129$5.83K<0.1%−178−58.0%ReducedHistory
GAPGap IncCOM265$5.84K<0.1%00.0%UnchangedHistory
EBFEnnis, Inc.COM251$6.10K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA124$6.23K<0.1%−35−22.0%Reduced–
HIMXHimax Technologies, Inc.SPONSORED ADR1,138$6.26K<0.1%−20−1.7%ReducedHistory
AIZAssurant, Inc.Stock32$6.36K<0.1%−3−8.6%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A470$6.42K<0.1%00.0%UnchangedHistory
YUMCYum China Holdings, Inc.COM144$6.48K<0.1%+67+87.0%AddedHistory
ATHMAutohome Inc.SP ADS RP CL A203$6.62K<0.1%−1,694−89.3%ReducedHistory
RGAReinsurance Group of America IncCOM NEW32$6.97K<0.1%+32NewHistory
DLTRDollar Tree, Inc.COM100$7.03K<0.1%−95−48.7%ReducedHistory
CIVICivitas Resources, Inc.EQUITY US CM141$7.14K<0.1%+25+21.6%AddedHistory
OGNOrganon & Co.Stock376$7.19K<0.1%00.0%UnchangedHistory
MDUMdu Resources Group IncStock263$7.21K<0.1%00.0%UnchangedHistory
SAMBoston Beer Co IncCL A25$7.23K<0.1%00.0%UnchangedHistory
Schwab Strategic Tr8085246985 10YR CORP BD157$7.25K<0.1%00.0%Unchanged–
AALAmerican Airlines Group Inc.Stock650$7.31K<0.1%−433−40.0%ReducedHistory
SOLVSolventum CorpStock105$7.32K<0.1%+1+1.0%AddedHistory
TRGPTarga Resources Corp.COM50$7.40K<0.1%+2+4.2%AddedHistory
SCIService Corp InternationalCOM94$7.42K<0.1%00.0%UnchangedHistory
PAYCPaycom Software, Inc.Stock45$7.50K<0.1%−15−25.0%ReducedHistory

Sold out since Q2 2024 (23)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
OLNOLIN CorpStock3,792$178.8K<0.1%History
New York Life Investments Et45409B800MERGE ARBIT ETF2,787$88.1K<0.1%–
CVSACovista Inc.COM1,138$77.6K<0.1%History
BNTXBioNTech SESPONSORED ADS927$74.5K<0.1%History
PGNYProgyny, Inc.COM1,370$39.2K<0.1%History
PDDPDD Holdings Inc.SPONSORED ADS219$29.1K<0.1%History
PIMCO ETF Tr72201R88225YR+ ZERO U S240$18.0K<0.1%–
TWSTTwist Bioscience CorpCOM365$18.0K<0.1%History
WRKWestRock CoCOM322$16.2K<0.1%History
PCRXPacira BioSciences, Inc.COM477$13.6K<0.1%History
PRLBProto Labs IncCOM438$13.5K<0.1%History
CIGEnergy Co of Minas GeraisSP ADR N-V PFD7,315$12.9K<0.1%History
LBRTLiberty Energy Inc.COM CL A562$11.7K<0.1%History
MBIMbia IncCOM1,627$8.93K<0.1%History
BABAAlibaba Group Holding LtdADR113$8.14K<0.1%History
MOMOHello Group Inc.ADS852$5.21K<0.1%History
CERECerevel Therapeutics Holdings, Inc.COM78$3.19K<0.1%History
FLUTFlutter Entertainment plcSHS7$1.28K<0.1%History
FIVEFive Below, IncCOM9$981<0.1%History
LSCCLattice Semiconductor CorpCOM16$928<0.1%History
CSTMConstellium SECL A SHS36$679<0.1%History
TDCTeradata CorpStock8$276<0.1%History
AIRCApartment Income REIT Corp.COM1$39<0.1%History