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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
CZRCaesars Entertainment, Inc.COM451$15.1K<0.1%−49−9.8%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock143$15.1K<0.1%−30−17.3%ReducedHistory
INVAInnoviva, Inc.COM885$15.4K<0.1%00.0%UnchangedHistory
CINFCincinnati Financial CorpCOM107$15.4K<0.1%−14−11.6%ReducedHistory
STESTERIS plcSHS USD75$15.4K<0.1%−827−91.7%ReducedHistory
SNDRSchneider National, Inc.CL B528$15.5K<0.1%00.0%UnchangedHistory
STLDSteel Dynamics IncCOM136$15.5K<0.1%−16−10.5%ReducedHistory
LKQLKQ CorpCOM427$15.7K<0.1%+187+77.9%AddedHistory
APAAPA CorpStock682$15.7K<0.1%−500−42.3%ReducedHistory
FDSFactset Research Systems IncStock33$15.8K<0.1%+1+3.1%AddedHistory
BABAAlibaba Group Holding LtdADR187$15.9K<0.1%+187NewHistory
HALOHalozyme Therapeutics, Inc.COM334$16.0K<0.1%+296+778.9%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM332$16.0K<0.1%00.0%UnchangedHistory
QGENQiagen N.V.Stock359$16.0K<0.1%+187+108.7%AddedHistory
TIMBTim S.A.SPONSORED ADR1,373$16.1K<0.1%+50+3.8%AddedHistory
MOHMolina Healthcare, Inc.COM57$16.6K<0.1%+2+3.6%AddedHistory
NMRNomura Holdings IncSPONSORED ADR2,939$17.0K<0.1%−228−7.2%ReducedHistory
TOSTToast, Inc.Stock471$17.2K<0.1%00.0%UnchangedHistory
LADRLadder Capital CorpCL A1,537$17.2K<0.1%00.0%UnchangedHistory
MCRIMonarch Casino & Resort IncCOM219$17.3K<0.1%+219NewHistory
EIGEmployers Holdings, Inc.COM349$17.9K<0.1%00.0%UnchangedHistory
GSLGlobal Ship Lease, Inc.COM CL A820$17.9K<0.1%−123−13.0%ReducedHistory
Vanguard Materials ETF92204A801ETF96$18.0K<0.1%00.0%Unchanged–
EXPEExpedia Group, Inc.Stock97$18.1K<0.1%−2−2.0%ReducedHistory
FNFabrinetSHS83$18.3K<0.1%+30+56.6%AddedHistory
CAGConagra Brands Inc.Stock660$18.3K<0.1%−1,684−71.8%ReducedHistory
DOCUDocuSign, Inc.Stock204$18.3K<0.1%00.0%UnchangedHistory
FOXFox CorpCL B COM406$18.6K<0.1%+47+13.1%AddedHistory
Schwab Strategic Tr808524862SHT TM US TRES776$18.7K<0.1%00.0%UnchangedConverted for a 2-for-1 split–
WBAWalgreens Boots Alliance, Inc.COM2,041$19.0K<0.1%−1,204−37.1%ReducedHistory
GLGlobe Life Inc.COM172$19.2K<0.1%−5−2.8%ReducedHistory
TFXTeleflex IncCOM108$19.2K<0.1%−13−10.7%ReducedHistory
BALLBALL CorpCOM351$19.4K<0.1%−3,383−90.6%ReducedHistory
ATOAtmos Energy CorpCOM139$19.4K<0.1%00.0%UnchangedHistory
FTITechnipFMC plcCOM670$19.4K<0.1%+170+34.0%AddedHistory
CMAComerica IncCOM315$19.5K<0.1%−71−18.4%ReducedHistory
GGenpact LTDSHS454$19.5K<0.1%00.0%UnchangedHistory
ALTRAltair Engineering Inc.COM CL A179$19.5K<0.1%00.0%UnchangedHistory
TAPMolson Coors Beverage CoCL B353$20.2K<0.1%+46+15.0%AddedHistory
VIPSVipshop Holdings LtdSPONSORED ADS A1,535$20.7K<0.1%−1,137−42.6%ReducedHistory
PTCPTC Inc.Stock113$20.8K<0.1%−10−8.1%ReducedHistory
FUTUFutu Holdings LtdSPON ADS CL A262$21.0K<0.1%+247+1,646.7%AddedHistory
LVSLas Vegas Sands CorpCOM409$21.0K<0.1%−23−5.3%ReducedHistory
JDJD.com, Inc.SPON ADS CL A609$21.1K<0.1%−3,076−83.5%ReducedHistory
REYNReynolds Consumer Products Inc.COM784$21.2K<0.1%−85−9.8%ReducedHistory
MHKMohawk Industries IncCOM178$21.2K<0.1%−12−6.3%ReducedHistory
IBNIcici Bank LtdADR714$21.3K<0.1%−96−11.9%ReducedHistory
KMXCarMax IncCOM261$21.3K<0.1%−347−57.1%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD450$21.5K<0.1%−35,412−98.7%ReducedHistory
MNDYmonday.com Ltd.SHS92$21.7K<0.1%+52+130.0%AddedHistory
BRF SA10552T107SPONSORED ADR5,383$21.9K<0.1%−905−14.4%Reduced–
HHyatt Hotels CorpCOM CL A140$22.0K<0.1%00.0%UnchangedHistory
PIMCO ETF Tr72201R88225YR+ ZERO U S323$22.2K<0.1%+323New–
CGCarlyle Group Inc.COM446$22.5K<0.1%+201+82.0%AddedHistory
CASYCaseys General Stores IncCOM57$22.6K<0.1%−15−20.8%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW131$22.7K<0.1%−61−31.8%ReducedHistory
EPRTEssential Properties Realty Trust, Inc.COM730$22.8K<0.1%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock131$23.1K<0.1%+3+2.3%AddedHistory
UNMUnum GroupStock317$23.2K<0.1%00.0%UnchangedHistory
iShares Global Clean Energy ETF464288224ETF2,052$23.4K<0.1%−90−4.2%Reduced–
CECelanese CorpStock342$23.7K<0.1%−150−30.5%ReducedHistory
HSTHost Hotels & Resorts, Inc.COM1,360$23.8K<0.1%−9,610−87.6%ReducedHistory
UPBDUpbound Group, Inc.COM820$23.9K<0.1%+74+9.9%AddedHistory
HOODRobinhood Markets, Inc.Stock643$24.0K<0.1%00.0%UnchangedHistory
BBTBeacon Financial CorpCOM850$24.2K<0.1%+57+7.2%AddedHistory
HSICHenry Schein IncCOM350$24.2K<0.1%+144+69.9%AddedHistory
ANSSAnsys IncCOM72$24.3K<0.1%−49−40.5%ReducedHistory
OTTROtter Tail CorpCOM329$24.3K<0.1%+68+26.1%AddedHistory
RKLBRocket Lab CorpCOM955$24.3K<0.1%+955NewHistory
RVTYRevvity, Inc.COM223$24.9K<0.1%−30−11.9%ReducedHistory
CSLCarlisle Companies IncCOM69$25.4K<0.1%+57+475.0%AddedHistory
Cyberark Software LtdM2682V108SHS77$25.7K<0.1%+34+79.1%Added–
FRFirst Industrial Realty Trust IncCOM512$25.7K<0.1%−52−9.2%ReducedHistory
GENGen Digital Inc.Stock946$25.9K<0.1%00.0%UnchangedHistory
BYDBoyd Gaming CorpCOM364$26.4K<0.1%+14+4.0%AddedHistory
RJFRaymond James Financial IncCOM170$26.4K<0.1%−16−8.6%ReducedHistory
Vanguard Utilities ETF92204A876ETF162$26.5K<0.1%−5−3.0%Reduced–
MTZMastec IncCOM196$26.7K<0.1%00.0%UnchangedHistory
RGENRepligen CorpCOM186$26.8K<0.1%00.0%UnchangedHistory
AKAMAkamai Technologies IncCOM280$26.8K<0.1%+1+0.4%AddedHistory
PFGPrincipal Financial Group IncCOM347$26.9K<0.1%−11−3.1%ReducedHistory
ESIElement Solutions IncCOM1,058$26.9K<0.1%+1,058NewHistory
NBTBNBT Bancorp IncCOM573$27.4K<0.1%+89+18.4%AddedHistory
EEni SpASPONSORED ADR1,005$27.5K<0.1%+90+9.8%AddedHistory
AMRAlpha Metallurgical Resources, Inc.COM138$27.6K<0.1%+33+31.4%AddedHistory
iShares Tr464289180MSCI EURO FL ETF1,186$27.6K<0.1%00.0%Unchanged–
SBACSba Communications CorpCL A136$27.7K<0.1%−10−6.8%ReducedHistory
AVNTAvient CorpCOM680$27.8K<0.1%+27+4.1%AddedHistory
TTCToro CoCOM348$27.9K<0.1%−27−7.2%ReducedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW272$28.1K<0.1%−57−17.3%ReducedHistory
PLXSPlexus CorpCOM180$28.2K<0.1%+180NewHistory
MOSMosaic CoCOM1,162$28.6K<0.1%+80+7.4%AddedHistory
SKXSkechers USA IncCL A425$28.6K<0.1%+358+534.3%AddedHistory
GLOBGlobant S.A.COM134$28.7K<0.1%−3−2.2%ReducedHistory
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL959$29.1K<0.1%−2,694−73.7%Reduced–
IHGIntercontinental Hotels Group PLCSPONSORED ADS234$29.2K<0.1%−43−15.5%ReducedHistory
HESMHess Midstream LPCL A SHS791$29.3K<0.1%+202+34.3%AddedHistory
AWKAmerican Water Works Company, Inc.Stock237$29.5K<0.1%−54−18.6%ReducedHistory
GGGGraco IncCOM351$29.6K<0.1%+190+118.0%AddedHistory
AVTAvnet IncCOM572$29.9K<0.1%00.0%UnchangedHistory

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