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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
JHXJames Hardie Industries plcSPONSORED ADR972$29.9K<0.1%+303+45.3%AddedHistory
COTYCoty Inc.COM CL A4,312$30.0K<0.1%+1,084+33.6%AddedHistory
SOFISoFi Technologies, Inc.Stock1,952$30.1K<0.1%+144+8.0%AddedHistory
WDCWestern Digital CorpCOM507$30.2K<0.1%−118−18.9%ReducedHistory
KFRCKforce IncCOM544$30.8K<0.1%+48+9.7%AddedHistory
HIWHighwoods Properties, Inc.COM1,015$31.0K<0.1%00.0%UnchangedHistory
SIMOSilicon Motion Technology CORPSPONSORED ADR576$31.1K<0.1%+1+0.2%AddedHistory
EXRExtra Space Storage Inc.COM209$31.3K<0.1%−895−81.1%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM2,666$31.3K<0.1%+2,666NewHistory
TECHBIO-TECHNE CorpCOM437$31.5K<0.1%00.0%UnchangedHistory
TYLTyler Technologies IncCOM55$31.7K<0.1%−4−6.8%ReducedHistory
BROBrown & Brown, Inc.Stock311$31.7K<0.1%−19−5.8%ReducedHistory
LKFNLakeland Financial CorpCOM468$32.2K<0.1%+86+22.5%AddedHistory
SWKSSkyworks Solutions, Inc.Stock364$32.3K<0.1%−41−10.1%ReducedHistory
CWSTCasella Waste Systems IncCL A306$32.4K<0.1%−24−7.3%ReducedHistory
GNTXGentex CorpCOM1,139$32.7K<0.1%+662+138.8%AddedHistory
UDRUDR, Inc.COM757$32.9K<0.1%−24−3.1%ReducedHistory
PNRPENTAIR plcSHS327$32.9K<0.1%00.0%UnchangedHistory
SIGSignet Jewelers LtdSHS408$32.9K<0.1%−476−53.8%ReducedHistory
QLYSQualys, Inc.COM235$33.0K<0.1%−22−8.6%ReducedHistory
HUBBHubbell IncCOM79$33.1K<0.1%+1+1.3%AddedHistory
DFINDonnelley Financial Solutions, Inc.COM531$33.3K<0.1%+17+3.3%AddedHistory
EMNEastman Chemical CoStock366$33.4K<0.1%−72−16.4%ReducedHistory
STXSeagate Technology Holdings plcORD SHS389$33.6K<0.1%−21−5.1%ReducedHistory
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT883$33.6K<0.1%00.0%Unchanged–
DXCMDexcom IncCOM433$33.7K<0.1%+167+62.8%AddedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF812$33.9K<0.1%+812New–
LUVSouthwest Airlines CoCOM1,009$33.9K<0.1%−175−14.8%ReducedHistory
TROWPrice T Rowe Group IncStock300$33.9K<0.1%−35−10.4%ReducedHistory
INGRIngredion IncCOM248$34.1K<0.1%00.0%UnchangedHistory
OZKBank OZKCOM770$34.3K<0.1%+47+6.5%AddedHistory
EPAMEPAM Systems, Inc.COM147$34.4K<0.1%+69+88.5%AddedHistory
NEUNewmarket CorpCOM66$34.9K<0.1%−9−12.0%ReducedHistory
WIXWix.com Ltd.SHS168$36.0K<0.1%−1−0.6%ReducedHistory
SLViShares Silver TrustETF1,385$36.5K<0.1%+1,385NewHistory
OKTAOkta, Inc.CL A469$37.0K<0.1%+456+3,507.7%AddedHistory
CACCCredit Acceptance CorpCOM79$37.1K<0.1%+79NewHistory
LLoews CorpCOM438$37.1K<0.1%−62−12.4%ReducedHistory
AESAES CorpStock2,902$37.3K<0.1%−1,708−37.0%ReducedHistory
IRIngersoll Rand Inc.COM414$37.5K<0.1%−31−7.0%ReducedHistory
STCStewart Information Services CorpCOM558$37.7K<0.1%+19+3.5%AddedHistory
JBHTHunt J B Transport Services IncCOM221$37.7K<0.1%−2−0.9%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD7,999$37.8K<0.1%+7,890+7,238.5%AddedHistory
BAHBooz Allen Hamilton Holding CorpCL A294$37.8K<0.1%+7+2.4%AddedHistory
NTRSNorthern Trust CorpCOM372$38.1K<0.1%−9−2.4%ReducedHistory
MKSIMKS IncCOM371$38.7K<0.1%+371NewHistory
BCSBarclays PLCADR2,916$38.8K<0.1%+1,678+135.5%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock3,667$38.8K<0.1%+262+7.7%AddedHistory
MZTIMarzetti CoCOM226$39.1K<0.1%−29−11.4%ReducedHistory
BILIBilibili Inc.SPONS ADS REP Z2,177$39.4K<0.1%−85−3.8%ReducedHistory
INSWInternational Seaways, Inc.COM1,099$39.5K<0.1%+226+25.9%AddedHistory
NDAQNasdaq, Inc.COM523$40.4K<0.1%−65−11.1%ReducedHistory
CHTRCharter Communications, Inc.CL A119$40.8K<0.1%−13−9.8%ReducedHistory
ALBAlbemarle CorpStock476$41.0K<0.1%+82+20.8%AddedHistory
AIZAssurant, Inc.Stock193$41.2K<0.1%+161+503.1%AddedHistory
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL442$41.3K<0.1%+9+2.1%Added–
CDWCDW CorpCOM238$41.4K<0.1%−40−14.4%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM636$41.8K<0.1%+126+24.7%AddedHistory
ILMNIllumina, Inc.COM313$41.8K<0.1%−69−18.1%ReducedHistory
VRTVertiv Holdings CoCOM CL A371$42.1K<0.1%+223+150.7%AddedHistory
HUBGHub Group, Inc.CL A946$42.2K<0.1%+29+3.2%AddedHistory
BF.BBrown Forman CorpStock1,119$42.5K<0.1%−417−27.1%ReducedHistory
IEXIdex CorpCOM204$42.7K<0.1%00.0%UnchangedHistory
iShares Tr46428951110+ YR INVST GRD869$42.9K<0.1%00.0%Unchanged–
MTBM&T Bank CorpCOM230$43.2K<0.1%−10−4.2%ReducedHistory
CFCF Industries Holdings, Inc.COM507$43.3K<0.1%00.0%UnchangedHistory
RCIRogers Communications IncCL B1,413$43.4K<0.1%−2,392−62.9%ReducedHistory
KKellanovaStock544$44.0K<0.1%+3+0.6%AddedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF697$44.2K<0.1%+76+12.2%Added–
RSGRepublic Services, Inc.COM224$45.1K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM268$45.4K<0.1%−26−8.8%ReducedHistory
VMRKVivmark ResidentialSH BEN INT634$45.5K<0.1%+31+5.1%AddedHistory
ACGLArch Capital Group Ltd.Stock493$45.5K<0.1%−96−16.3%ReducedHistory
CNCCentene CorpStock753$45.6K<0.1%−8,476−91.8%ReducedHistory
ASOAcademy Sports & Outdoors, Inc.COM794$45.7K<0.1%+116+17.1%AddedHistory
EVRGEvergy, Inc.Stock746$45.9K<0.1%+5+0.7%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS3,933$46.1K<0.1%00.0%UnchangedHistory
TKOTKO Group Holdings, Inc.CL A325$46.2K<0.1%+151+86.8%AddedHistory
FFINFirst Financial Bankshares IncCOM1,284$46.3K<0.1%−14−1.1%ReducedHistory
TWTradeweb Markets Inc.Stock354$46.3K<0.1%+3+0.9%AddedHistory
NEMNEWMONT CorpStock1,248$46.5K<0.1%−2,223−64.0%ReducedHistory
FFIVF5, Inc.Stock185$46.5K<0.1%−12−6.1%ReducedHistory
BANFBancfirst CorpCOM401$47.0K<0.1%+6+1.5%AddedHistory
FLOFlowers Foods IncCOM2,293$47.4K<0.1%00.0%UnchangedHistory
SXIStandex International CorpCOM254$47.5K<0.1%+23+10.0%AddedHistory
WAFDWafd IncStock1,481$47.7K<0.1%−344−18.8%ReducedHistory
CRICarters IncCOM882$47.8K<0.1%+49+5.9%AddedHistory
LZBLa-Z-Boy IncCOM1,103$48.1K<0.1%+103+10.3%AddedHistory
CXTCrane NXT, Co.COM828$48.2K<0.1%00.0%UnchangedHistory
iShares Inc464286657MSCI BIC ETF1,331$48.6K<0.1%+987+286.9%Added–
DGXQuest Diagnostics IncCOM323$48.8K<0.1%+11+3.5%AddedHistory
FULFuller H B CoStock725$48.9K<0.1%−200−21.6%ReducedHistory
DORMDorman Products, Inc.COM380$49.2K<0.1%+380NewHistory
CLXClorox CoStock304$49.4K<0.1%−21−6.5%ReducedHistory
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF706$50.2K<0.1%−6,170−89.7%Reduced–
First Trust Dow Jones Internet Index Fund33733E302ETF207$50.3K<0.1%+207New–
BXPBXP, Inc.COM677$50.3K<0.1%−28−4.0%ReducedHistory
FCFFirst Commonwealth Financial CorpCOM3,000$50.8K<0.1%00.0%UnchangedHistory
MATMattel IncCOM2,871$50.9K<0.1%+2,871NewHistory
INGING Groep NVSPONSORED ADR3,250$50.9K<0.1%+263+8.8%AddedHistory

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