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.
- Positions
- 1,313
- +32 vs. Q3 2024
- Portfolio value
- $3.58B
- +$98.0M (+2.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Financials ETF92204A405 | ETF | 2,882 | $340.3K | <0.1% | +71+2.5% | Added | – |
| TELTE Connectivity plc | Stock | 2,382 | $340.6K | <0.1% | −131−5.2% | Reduced | History |
| APPAppLovin Corp | COM CL A | 1,052 | $340.7K | <0.1% | +747+244.9% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 5,337 | $340.8K | <0.1% | +428+8.7% | Added | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 10,305 | $344.1K | <0.1% | +231+2.3% | Added | – |
| RFRegions Financial Corp | COM | 14,851 | $349.3K | <0.1% | −190−1.3% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,541 | $349.5K | <0.1% | +299+13.3% | Added | – |
| NTAPNetApp, Inc. | Stock | 3,013 | $349.7K | <0.1% | +235+8.5% | Added | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 7,273 | $350.3K | <0.1% | −195−2.6% | Reduced | – |
| NINisource Inc. | COM | 9,587 | $352.4K | <0.1% | −76,379−88.8% | Reduced | History |
| FDXFedEx Corp | Stock | 1,264 | $355.6K | <0.1% | +81+6.8% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 13,800 | $356.5K | <0.1% | +386+2.9% | AddedConverted for a 2-for-1 split | – |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 13,002 | $359.6K | <0.1% | +13,002 | New | – |
| SCHWSchwab Charles Corp | Stock | 4,865 | $360.1K | <0.1% | −736−13.1% | Reduced | History |
| iShares Tr464287556 | ISHARES BIOTECH | 2,746 | $363.0K | <0.1% | +81+3.0% | Added | – |
| TMToyota Motor Corp | ADS | 1,866 | $363.1K | <0.1% | +11+0.6% | Added | History |
| QSRRestaurant Brands International Inc. | COM | 5,595 | $364.7K | <0.1% | −58−1.0% | Reduced | History |
| DRIDarden Restaurants Inc | COM | 1,964 | $366.7K | <0.1% | −25−1.3% | Reduced | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,498 | $367.8K | <0.1% | +7,497+749,700.0% | Added | – |
| HRBH&R Block Inc | COM | 6,961 | $367.8K | <0.1% | +885+14.6% | Added | History |
| WATWaters Corp | COM | 993 | $368.4K | <0.1% | +182+22.4% | Added | History |
| BLDRBuilders FirstSource, Inc. | Stock | 2,599 | $371.5K | <0.1% | −1,372−34.6% | Reduced | History |
| ALCAlcon Inc | Stock | 4,452 | $377.8K | <0.1% | −16−0.4% | Reduced | History |
| MUSAMurphy USA Inc. | COM | 758 | $380.3K | <0.1% | −30−3.8% | Reduced | History |
| ALSNAllison Transmission Holdings Inc | Stock | 3,537 | $382.2K | <0.1% | +157+4.6% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 4,551 | $384.8K | <0.1% | −58−1.3% | Reduced | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,924 | $385.3K | <0.1% | −364−11.1% | Reduced | – |
| UBSUBS Group AG | Stock | 12,768 | $387.1K | <0.1% | −45−0.4% | Reduced | History |
| TRMBTrimble Inc. | COM | 5,485 | $387.6K | <0.1% | +4,893+826.5% | Added | History |
| ONONOn Holding AG | Stock | 7,084 | $388.0K | <0.1% | +1,094+18.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 2,149 | $391.0K | <0.1% | +59+2.8% | AddedConverted for a 2-for-1 split | History |
| EBAYeBay Inc | COM | 6,423 | $397.9K | <0.1% | +961+17.6% | Added | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 3,467 | $399.3K | <0.1% | +43+1.3% | Added | – |
| TXTTextron Inc | COM | 5,226 | $399.7K | <0.1% | −4−0.1% | Reduced | History |
| LRCXLam Research Corp | Stock | 5,542 | $400.3K | <0.1% | −20,728−78.9% | ReducedConverted for a 10-for-1 split | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,590 | $403.4K | <0.1% | +171+12.1% | Added | – |
| LULUlululemon athletica inc. | Stock | 1,063 | $406.5K | <0.1% | −220−17.1% | Reduced | History |
| MAAMid America Apartment Communities Inc. | COM | 2,640 | $408.1K | <0.1% | −35−1.3% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 5,417 | $409.7K | <0.1% | +672+14.2% | Added | History |
| RHIRobert Half Inc. | COM | 5,832 | $410.9K | <0.1% | +3,228+124.0% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 877 | $411.6K | <0.1% | −6−0.7% | Reduced | History |
| DDDuPont de Nemours, Inc. | COM | 5,398 | $411.6K | <0.1% | +44+0.8% | Added | History |
| FIXComfort Systems USA Inc | COM | 980 | $415.6K | <0.1% | −107−9.8% | Reduced | History |
| KGCKinross Gold Corp | COM | 45,617 | $422.9K | <0.1% | +1,079+2.4% | Added | History |
| LCIILci Industries | COM | 4,099 | $423.8K | <0.1% | −149−3.5% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 3,233 | $424.5K | <0.1% | +338+11.7% | Added | History |
| OCOwens Corning | Stock | 2,546 | $433.6K | <0.1% | −4−0.2% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 1,525 | $435.8K | <0.1% | +382+33.4% | Added | History |
| NICENICE Ltd. | SPONSORED ADR | 2,584 | $438.9K | <0.1% | +423+19.6% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 850 | $439.0K | <0.1% | +36+4.4% | Added | History |
| DDominion Energy, Inc | Stock | 8,158 | $439.4K | <0.1% | −23,034−73.8% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 11,837 | $450.8K | <0.1% | −1,193−9.2% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 2,170 | $451.0K | <0.1% | −268−11.0% | Reduced | History |
| KDPKeurig Dr Pepper Inc. | COM | 14,103 | $453.0K | <0.1% | −95−0.7% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 2,332 | $455.7K | <0.1% | +1,961+528.6% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 2,862 | $456.6K | <0.1% | −133−4.4% | Reduced | – |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 20,061 | $457.4K | <0.1% | +4,378+27.9% | Added | History |
| IPGInterpublic Group of Companies, Inc. | COM | 16,366 | $458.6K | <0.1% | −495−2.9% | Reduced | History |
| VMCVulcan Materials CO | COM | 1,790 | $460.4K | <0.1% | −8,870−83.2% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,418 | $474.0K | <0.1% | +1,410+17,625.0% | Added | – |
| AYIAcuity Inc. (DE) | Stock | 1,643 | $480.0K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 2,083 | $483.7K | <0.1% | +9+0.4% | Added | History |
| iShares Tr464288588 | MBS ETF | 5,296 | $485.5K | <0.1% | +238+4.7% | Added | – |
| EMEEMCOR Group, Inc. | Stock | 1,086 | $492.9K | <0.1% | −15−1.4% | Reduced | History |
| iShares Tr46434V464 | LOW CA OP MS ETF | 2,554 | $494.4K | <0.1% | +691+37.1% | Added | – |
| HIGHartford Insurance Group, Inc. | Stock | 4,531 | $495.7K | <0.1% | −114−2.5% | Reduced | History |
| BABoeing Co | Stock | 2,804 | $496.3K | <0.1% | +1,070+61.7% | Added | History |
| TSCOTractor Supply Co | COM | 9,420 | $499.8K | <0.1% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 13,873 | $504.4K | <0.1% | +971+7.5% | Added | – |
| HOLXHologic Inc | COM | 7,115 | $512.9K | <0.1% | +2,290+47.5% | Added | History |
| NKENIKE, Inc. | Stock | 6,821 | $516.2K | <0.1% | −1,497−18.0% | Reduced | History |
| PSAPublic Storage | COM | 1,766 | $528.8K | <0.1% | +71+4.2% | Added | History |
| SAPSAP SE | ADR | 2,158 | $531.3K | <0.1% | +679+45.9% | Added | History |
| CVECenovus Energy Inc. | COM | 35,164 | $532.7K | <0.1% | −5,030−12.5% | Reduced | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 11,841 | $535.2K | <0.1% | +351+3.1% | Added | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 30,635 | $553.9K | <0.1% | +26,284+604.1% | Added | – |
| PWRQuanta Services, Inc. | COM | 1,791 | $566.0K | <0.1% | −383−17.6% | Reduced | History |
| PPGPPG Industries Inc | Stock | 4,760 | $568.6K | <0.1% | −1,646−25.7% | Reduced | History |
| KMIKinder Morgan, Inc. | Stock | 20,814 | $570.3K | <0.1% | +464+2.3% | Added | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 22,663 | $573.8K | <0.1% | −893−3.8% | Reduced | History |
| CWCurtiss Wright Corp | Stock | 1,624 | $576.3K | <0.1% | −807−33.2% | Reduced | History |
| MASMasco Corp | COM | 7,978 | $579.0K | <0.1% | −907−10.2% | Reduced | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 7,356 | $595.3K | <0.1% | +622+9.2% | Added | – |
| CNPCenterpoint Energy Inc | COM | 19,475 | $617.9K | <0.1% | +1,499+8.3% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 3,851 | $618.6K | <0.1% | +727+23.3% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 1,042 | $619.3K | <0.1% | +311+42.5% | Added | History |
| LENLennar Corp | CL A | 4,568 | $622.9K | <0.1% | −370−7.5% | Reduced | History |
| HUMHumana Inc | Stock | 2,464 | $625.1K | <0.1% | +346+16.3% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,469 | $626.5K | <0.1% | −354−12.5% | Reduced | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,780 | $628.6K | <0.1% | 00.0% | Unchanged | History |
| IRMIron Mountain Inc | COM | 5,991 | $629.7K | <0.1% | −4,104−40.7% | Reduced | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 27,752 | $630.0K | <0.1% | +27,752 | New | – |
| iShares Tr464289479 | CORE LT USDB ETF | 13,079 | $636.3K | <0.1% | −517−3.8% | Reduced | – |
| Vanguard Total World Stock ETF922042742 | ETF | 5,459 | $641.3K | <0.1% | −397−6.8% | Reduced | – |
| BXBlackstone Inc. | COM | 3,721 | $641.6K | <0.1% | +334+9.9% | Added | History |
| KMBKimberly Clark Corp | Stock | 4,950 | $648.6K | <0.1% | −461−8.5% | Reduced | History |
| SUSuncor Energy Inc | Stock | 18,233 | $650.6K | <0.1% | −413−2.2% | Reduced | History |
| DGDollar General Corp | COM | 8,621 | $653.6K | <0.1% | −386−4.3% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 23,738 | $657.8K | <0.1% | +23,285+5,140.2% | AddedConverted for a 3-for-1 split | – |
| DDOGDatadog, Inc. | CL A COM | 4,717 | $674.0K | <0.1% | +4,569+3,087.2% | Added | History |
Sold out since Q3 2024 (48)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 21,191 | $3.68M | 0.1% | History |
| FANGDiamondback Energy, Inc. | Stock | 6,131 | $1.06M | <0.1% | History |
| ANAutonation, Inc. | COM | 3,306 | $591.5K | <0.1% | History |
| CNQCanadian Natural Resources Ltd | COM | 16,708 | $554.9K | <0.1% | History |
| PNWPinnacle West Capital Corp | COM | 2,359 | $209.0K | <0.1% | History |
| MROMarathon Oil Corp | COM | 5,405 | $143.9K | <0.1% | History |
| MTHMeritage Homes CORP | COM | 413 | $84.7K | <0.1% | History |
| CMSCMS Energy Corp | COM | 1,170 | $82.6K | <0.1% | History |
| AGDabrdn Global Dynamic Dividend Fund | COM | 7,563 | $80.3K | <0.1% | History |
| GDVGabelli Dividend & Income Trust | COM | 3,184 | $77.8K | <0.1% | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 2,257 | $74.1K | <0.1% | History |
| CHWCalamos Global Dynamic Income Fund | COM | 10,141 | $72.7K | <0.1% | History |
| HQHabrdn Healthcare Investors | SH BEN INT | 3,538 | $65.9K | <0.1% | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 587 | $65.4K | <0.1% | History |
| PDMPiedmont Realty Trust, Inc. | COM CL A | 4,916 | $49.7K | <0.1% | History |
| LNTAlliant Energy Corp | Stock | 511 | $31.0K | <0.1% | History |
| DHTDHT Holdings, Inc. | SHS NEW | 2,320 | $25.6K | <0.1% | History |
| NSITInsight Enterprises Inc | COM | 96 | $20.7K | <0.1% | History |
| UGPUltrapar Holdings Inc | SP ADR REP COM | 5,312 | $20.6K | <0.1% | History |
| AFGAmerican Financial Group Inc | COM | 123 | $16.6K | <0.1% | History |
| HELEHelen of Troy Ltd | Stock | 255 | $15.8K | <0.1% | History |
| XPXP Inc. | CL A | 861 | $15.4K | <0.1% | History |
| MGYMagnolia Oil & Gas Corp | CL A | 616 | $15.0K | <0.1% | History |
| THFFFirst Financial Corp | Stock | 258 | $11.3K | <0.1% | History |
| NVMINova Ltd. | COM | 48 | $10.0K | <0.1% | History |
| TRMDTORM plc | SHS CL A | 289 | $9.88K | <0.1% | History |
| CTLTCatalent, Inc. | COM | 162 | $9.81K | <0.1% | History |
| NWSNews Corp | CL B | 345 | $9.64K | <0.1% | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,140 | $9.60K | <0.1% | History |
| TMETencent Music Entertainment Group | SPON ADS | 795 | $9.58K | <0.1% | History |
| NTESNetEase, Inc. | SPONSORED ADS | 101 | $9.45K | <0.1% | History |
| AXNXAxonics, Inc. | COM | 131 | $9.12K | <0.1% | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 70 | $8.69K | <0.1% | History |
| EBFEnnis, Inc. | COM | 251 | $6.10K | <0.1% | History |
| ROIVRoivant Sciences Ltd. | SHS | 454 | $5.24K | <0.1% | History |
| ORIOld Republic International Corp | COM | 140 | $4.96K | <0.1% | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 64 | $3.04K | <0.1% | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 20 | $1.90K | <0.1% | History |
| WSMWilliams Sonoma Inc | COM | 12 | $1.86K | <0.1% | History |
| Equity Commonwealth 6.5 Cum Conv PFD D294628201 | COM | 62 | $1.57K | <0.1% | – |
| APPFAppfolio Inc | COM CL A | 5 | $1.18K | <0.1% | History |
| ONTOOnto Innovation Inc. | COM | 4 | $830 | <0.1% | History |
| ALTMArcadium Lithium plc | Stock | 131 | $373 | <0.1% | History |
| MGAMagna International Inc | COM | 9 | $369 | <0.1% | History |
| IPARInterparfums Inc | COM | 2 | $259 | <0.1% | History |
| VMEOVimeo, Inc. | COMMON STOCK | 1 | $5 | <0.1% | History |
| Tidewater Inc88642R174 | *W EXP 11/24/202 | 9 | $4 | <0.1% | – |
| NBISNebius Group N.V. | Stock | 1,373 | $0 | 0.0% | History |