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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
1,313
+32 vs. Q3 2024
Portfolio value
$3.58B
+$98.0M (+2.8%) vs. Q3 2024
Filed
Feb 11, 2025
SEC
Holdings of TD Private Client Wealth LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
KMPRKEMPER CorpCOM66$4.38K<0.1%00.0%UnchangedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL88$4.46K<0.1%−5−5.4%Reduced–
SSDSimpson Manufacturing Co., Inc.COM27$4.48K<0.1%+21+350.0%AddedHistory
WCNWaste Connections, Inc.COM27$4.63K<0.1%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM138$4.65K<0.1%+40+40.8%AddedHistory
AZTAAzenta, Inc.COM93$4.65K<0.1%+35+60.3%AddedHistory
MMSMaximus, Inc.COM63$4.70K<0.1%−1,243−95.2%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock11$5.12K<0.1%+1+10.0%AddedHistory
PAGPenske Automotive Group, Inc.COM34$5.18K<0.1%00.0%UnchangedHistory
RDYDr Reddys Laboratories LtdADR330$5.21K<0.1%00.0%UnchangedConverted for a 5-for-1 splitHistory
AALAmerican Airlines Group Inc.Stock300$5.23K<0.1%−350−53.8%ReducedHistory
ELEstee Lauder Companies IncCL A72$5.40K<0.1%−1,178−94.2%ReducedHistory
ECGEverus Construction Group, Inc.Stock84$5.52K<0.1%+84NewHistory
OGNOrganon & Co.Stock376$5.61K<0.1%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A259$5.69K<0.1%+39+17.7%AddedHistory
iShares Tr46435U853BROAD USD HIGH158$5.81K<0.1%+158New–
MDUMdu Resources Group IncStock336$6.05K<0.1%+73+27.8%AddedHistory
THCTenet Healthcare CorpCOM NEW49$6.18K<0.1%00.0%UnchangedHistory
GAPGap IncCOM265$6.26K<0.1%00.0%UnchangedHistory
SAMBoston Beer Co IncCL A21$6.30K<0.1%−4−16.0%ReducedHistory
AMTMAmentum Holdings, Inc.COM304$6.39K<0.1%−5,274−94.6%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR448$6.49K<0.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW152$6.56K<0.1%−89−36.9%ReducedHistory
BIOBio-Rad Laboratories, Inc.CL A20$6.57K<0.1%−51−71.8%ReducedHistory
Schwab Strategic Tr8085246985 10YR CORP BD300$6.62K<0.1%−14−4.5%ReducedConverted for a 2-for-1 split–
WWDWoodward, Inc.COM40$6.66K<0.1%+40NewHistory
TXRHTexas Roadhouse, Inc.COM37$6.68K<0.1%+19+105.6%AddedHistory
WMSAdvanced Drainage Systems, Inc.COM58$6.71K<0.1%+47+427.3%AddedHistory
CALXCalix, IncCOM195$6.80K<0.1%+156+400.0%AddedHistory
YUMCYum China Holdings, Inc.COM144$6.94K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG355$7.04K<0.1%00.0%Unchanged–
ROADConstruction Partners, Inc.COM CL A80$7.08K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF285$7.12K<0.1%−11−3.7%Reduced–
BENFranklin Templeton IncCOM354$7.18K<0.1%−162−31.4%ReducedHistory
STSensata Technologies Holding plcSHS266$7.29K<0.1%−65−19.6%ReducedHistory
MLCOMelco Resorts & Entertainment LTDADR1,274$7.38K<0.1%+1,274NewHistory
ZZillow Group, Inc.CL C CAP STK100$7.41K<0.1%+100NewHistory
HLIHoulihan Lokey, Inc.CL A43$7.47K<0.1%−262−85.9%ReducedHistory
BCBrunswick CorpCOM116$7.50K<0.1%−78−40.2%ReducedHistory
SCIService Corp InternationalCOM94$7.50K<0.1%00.0%UnchangedHistory
COKECoca-Cola Consolidated, Inc.COM6$7.56K<0.1%−3−33.3%ReducedHistory
WCCWesco International IncCOM42$7.60K<0.1%−1,653−97.5%ReducedHistory
BERYBerry Global Group, Inc.COM119$7.70K<0.1%−8,013−98.5%ReducedHistory
ENOVEnovis CORPCOM176$7.72K<0.1%00.0%UnchangedHistory
CIVICivitas Resources, Inc.EQUITY US CM172$7.89K<0.1%+31+22.0%AddedHistory
BIIBBiogen Inc.COM52$7.95K<0.1%−333−86.5%ReducedHistory
DIODDiodes IncCOM131$8.08K<0.1%+49+59.8%AddedHistory
DXCDXC Technology CoStock405$8.09K<0.1%00.0%UnchangedHistory
PRDOPerdoceo Education CorpCOM306$8.10K<0.1%−740−70.7%ReducedHistory
FRPTFreshpet, Inc.Stock55$8.15K<0.1%+33+150.0%AddedHistory
ALKAlaska Air Group, Inc.COM129$8.35K<0.1%00.0%UnchangedHistory
NWSANews CorpCL A304$8.37K<0.1%−5−1.6%ReducedHistory
ATKRAtkore Inc.COM103$8.60K<0.1%+76+281.5%AddedHistory
Clearway Energy, Inc.18539C105CL A352$8.61K<0.1%00.0%Unchanged–
WNSWNS (Holdings) LtdCOM SHS187$8.86K<0.1%−32−14.6%ReducedHistory
FMCFMC CorpCOM NEW183$8.90K<0.1%−169−48.0%ReducedHistory
WFWoori Financial Group Inc.SPONSORED ADS290$9.06K<0.1%+5+1.8%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW186$9.20K<0.1%00.0%UnchangedHistory
OGEOGE Energy Corp.COM226$9.32K<0.1%+226NewHistory
HIMXHimax Technologies, Inc.SPONSORED ADR1,162$9.34K<0.1%+24+2.1%AddedHistory
SKTTanger Inc.COM279$9.52K<0.1%+279NewHistory
SMCISuper Micro Computer, Inc.Stock313$9.54K<0.1%−187−37.4%ReducedConverted for a 10-for-1 splitHistory
FRTFederal Realty Investment TrustSH BEN INT NEW86$9.63K<0.1%−2−2.3%ReducedHistory
JNPRJuniper Networks IncCOM258$9.66K<0.1%−97−27.3%ReducedHistory
ASHAshland Inc.COM136$9.72K<0.1%−47−25.7%ReducedHistory
VTRSViatris IncStock803$10.0K<0.1%+17+2.2%AddedHistory
DOXAmdocs LtdSHS118$10.0K<0.1%−117−49.8%ReducedHistory
BRBRBellring Brands, Inc.Stock134$10.1K<0.1%−52−28.0%ReducedHistory
OMFOneMain Holdings, Inc.COM198$10.3K<0.1%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock79$10.8K<0.1%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock99$10.9K<0.1%−3,669−97.4%ReducedHistory
PRPermian Resources CorpCLASS A COM760$10.9K<0.1%+115+17.8%AddedHistory
FLUTFlutter Entertainment plcSHS43$11.1K<0.1%+43NewHistory
SOLVSolventum CorpStock170$11.2K<0.1%+65+61.9%AddedHistory
Occidental Pete Corp WT Exp 080327674599162Stock412$11.4K<0.1%00.0%Unchanged–
DLTRDollar Tree, Inc.COM155$11.6K<0.1%+55+55.0%AddedHistory
LEN.BLennar CorpCL B90$11.9K<0.1%−19−17.4%ReducedHistory
CBRLCracker Barrel Old Country Store, IncCOM225$11.9K<0.1%00.0%UnchangedHistory
CABOCable One, Inc.COM33$11.9K<0.1%−4−10.8%ReducedHistory
CPBCAMPBELL'S CoCOM287$12.0K<0.1%−68−19.2%ReducedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD2,453$12.2K<0.1%+337+15.9%AddedHistory
ITCIIntra-Cellular Therapies, Inc.COM147$12.3K<0.1%+27+22.5%AddedHistory
MKCMcCormick & Co IncStock163$12.4K<0.1%−12−6.9%ReducedHistory
CWENClearway Energy, Inc.CL C484$12.6K<0.1%+5+1.0%AddedHistory
GPNGlobal Payments IncStock113$12.7K<0.1%00.0%UnchangedHistory
WDSWoodside Energy Group LtdADR815$12.7K<0.1%+48+6.3%AddedHistory
SLGNSilgan Holdings IncCOM245$12.8K<0.1%00.0%UnchangedHistory
Abrdn ETFs003261104BBRG ALL COMD K1653$12.9K<0.1%+653New–
WPCW. P. Carey Inc.COM237$12.9K<0.1%00.0%UnchangedHistory
CNNECannae Holdings, Inc.COM655$13.0K<0.1%−68−9.4%ReducedHistory
ESSEssex Property Trust, Inc.COM46$13.1K<0.1%+1+2.2%AddedHistory
DACDanaos CorpSHS167$13.4K<0.1%−4−2.3%ReducedHistory
QRVOQorvo, Inc.Stock193$13.5K<0.1%−43−18.2%ReducedHistory
AOSSmith A O CorpCOM199$13.6K<0.1%+2+1.0%AddedHistory
PACPacific Airport GroupSPON ADS B78$13.6K<0.1%+6+8.3%AddedHistory
DKNGDraftKings Inc.Stock372$13.8K<0.1%+31+9.1%AddedHistory
HIIHuntington Ingalls Industries, Inc.COM74$14.0K<0.1%−3,286−97.8%ReducedHistory
MTDRMatador Resources CoCOM254$14.3K<0.1%+62+32.3%AddedHistory
iShares Tr464289883CORE 30 70 ETF394$14.7K<0.1%+394New–
EGEverest Group, Ltd.COM41$14.9K<0.1%−2−4.7%ReducedHistory

Sold out since Q3 2024 (48)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
TSMTaiwan Semiconductor Manufacturing Co LtdADR21,191$3.68M0.1%History
FANGDiamondback Energy, Inc.Stock6,131$1.06M<0.1%History
ANAutonation, Inc.COM3,306$591.5K<0.1%History
CNQCanadian Natural Resources LtdCOM16,708$554.9K<0.1%History
PNWPinnacle West Capital CorpCOM2,359$209.0K<0.1%History
MROMarathon Oil CorpCOM5,405$143.9K<0.1%History
MTHMeritage Homes CORPCOM413$84.7K<0.1%History
CMSCMS Energy CorpCOM1,170$82.6K<0.1%History
AGDabrdn Global Dynamic Dividend FundCOM7,563$80.3K<0.1%History
GDVGabelli Dividend & Income TrustCOM3,184$77.8K<0.1%History
UTGReaves Utility Income FundCOM SH BEN INT2,257$74.1K<0.1%History
CHWCalamos Global Dynamic Income FundCOM10,141$72.7K<0.1%History
HQHabrdn Healthcare InvestorsSH BEN INT3,538$65.9K<0.1%History
JAZZJazz Pharmaceuticals plcSHS USD587$65.4K<0.1%History
PDMPiedmont Realty Trust, Inc.COM CL A4,916$49.7K<0.1%History
LNTAlliant Energy CorpStock511$31.0K<0.1%History
DHTDHT Holdings, Inc.SHS NEW2,320$25.6K<0.1%History
NSITInsight Enterprises IncCOM96$20.7K<0.1%History
UGPUltrapar Holdings IncSP ADR REP COM5,312$20.6K<0.1%History
AFGAmerican Financial Group IncCOM123$16.6K<0.1%History
HELEHelen of Troy LtdStock255$15.8K<0.1%History
XPXP Inc.CL A861$15.4K<0.1%History
MGYMagnolia Oil & Gas CorpCL A616$15.0K<0.1%History
THFFFirst Financial CorpStock258$11.3K<0.1%History
NVMINova Ltd.COM48$10.0K<0.1%History
TRMDTORM plcSHS CL A289$9.88K<0.1%History
CTLTCatalent, Inc.COM162$9.81K<0.1%History
NWSNews CorpCL B345$9.64K<0.1%History
UMCUnited Microelectronics CorpSPON ADR NEW1,140$9.60K<0.1%History
TMETencent Music Entertainment GroupSPON ADS795$9.58K<0.1%History
NTESNetEase, Inc.SPONSORED ADS101$9.45K<0.1%History
AXNXAxonics, Inc.COM131$9.12K<0.1%History
FNDFloor & Decor Holdings, Inc.CL A70$8.69K<0.1%History
EBFEnnis, Inc.COM251$6.10K<0.1%History
ROIVRoivant Sciences Ltd.SHS454$5.24K<0.1%History
ORIOld Republic International CorpCOM140$4.96K<0.1%History
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF64$3.04K<0.1%–
SPBSpectrum Brands Holdings, Inc.COM20$1.90K<0.1%History
WSMWilliams Sonoma IncCOM12$1.86K<0.1%History
Equity Commonwealth 6.5 Cum Conv PFD D294628201COM62$1.57K<0.1%–
APPFAppfolio IncCOM CL A5$1.18K<0.1%History
ONTOOnto Innovation Inc.COM4$830<0.1%History
ALTMArcadium Lithium plcStock131$373<0.1%History
MGAMagna International IncCOM9$369<0.1%History
IPARInterparfums IncCOM2$259<0.1%History
VMEOVimeo, Inc.COMMON STOCK1$5<0.1%History
Tidewater Inc88642R174*W EXP 11/24/2029$4<0.1%–
NBISNebius Group N.V.Stock1,373$00.0%History