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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 29, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
1,415
+102 vs. Q4 2024
Portfolio value
$3.63B
+$55.1M (+1.5%) vs. Q4 2024
Filed
Apr 29, 2025
SEC
Holdings of TD Private Client Wealth LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SLNOSoleno Therapeutics IncCOM10$715<0.1%+10NewHistory
Barrick Gold Corp067901108COM37$719<0.1%+37New–
GTLBGitlab Inc.CLASS A COM16$752<0.1%+16NewHistory
LOGILogitech International S.A.SHS9$760<0.1%−7−43.8%ReducedHistory
LBRDKLiberty Broadband CorpCOM SER C9$765<0.1%+9NewHistory
INSPInspire Medical Systems, Inc.COM5$796<0.1%00.0%UnchangedHistory
NMRNomura Holdings IncSPONSORED ADR133$818<0.1%−2,806−95.5%ReducedHistory
RMBSRambus IncCOM16$828<0.1%+16NewHistory
VSXYVictoria's Secret & Co.COMMON STOCK45$836<0.1%00.0%UnchangedHistory
DOMOHuckleberry.ai, Inc.Stock108$838<0.1%+108NewHistory
CORZCore Scientific, Inc.COM116$840<0.1%+116NewHistory
SMTCSemtech CorpStock25$860<0.1%+25NewHistory
NOVTNovanta IncCOM7$895<0.1%+7NewHistory
AINAlbany International CorpCL A13$898<0.1%+13NewHistory
Chesapeake Energy Corp165167180*W EXP 03/01/2029$906<0.1%00.0%Unchanged–
REVGREV Group, Inc.COM29$916<0.1%+29NewHistory
ARCBArcbest CorpCOM13$918<0.1%+13NewHistory
SNSharkNinja, Inc.COM SHS11$918<0.1%00.0%UnchangedHistory
CRDOCredo Technology Group Holding LtdStock23$924<0.1%+23NewHistory
ALKSAlkermes plc.SHS28$925<0.1%+28NewHistory
GTYGetty Realty CorpCOM30$935<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM42$951<0.1%00.0%UnchangedHistory
PCHPotlatchdeltic CorpCOM22$993<0.1%00.0%UnchangedHistory
AHRAmerican Healthcare REIT, Inc.COM SHS33$1.00K<0.1%00.0%UnchangedHistory
MYRGMyr Group Inc.COM9$1.02K<0.1%+9NewHistory
WVEWave Life Sciences, Inc.SHS126$1.02K<0.1%+126NewHistory
NCNOnCino, Inc.COM38$1.04K<0.1%+38NewHistory
CARGCarGurus, Inc.COM CL A36$1.05K<0.1%+36NewHistory
MDBMongoDB, Inc.CL A6$1.05K<0.1%+1+20.0%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM10$1.06K<0.1%00.0%UnchangedHistory
ARES.PBAres Management Corp6.75 SE B PFD22$1.06K<0.1%00.0%UnchangedHistory
BGBunge Global SACOM SHS14$1.07K<0.1%+2+16.7%AddedHistory
BBIOBridgeBio Pharma, Inc.COM31$1.07K<0.1%+31NewHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS70$1.08K<0.1%−8−10.3%ReducedHistory
SRADSportradar Group AGCLASS A ORD SHS50$1.08K<0.1%+50NewHistory
COCOVita Coco Company, Inc.COM36$1.10K<0.1%+36NewHistory
FTAIFTAI Aviation Ltd.SHS10$1.11K<0.1%+10NewHistory
PACPacific Airport GroupSPON ADS B6$1.11K<0.1%−72−92.3%ReducedHistory
ESLTElbit Systems LtdStock3$1.15K<0.1%00.0%UnchangedHistory
RPRXRoyalty Pharma plcSHS CLASS A37$1.15K<0.1%+12+48.0%AddedHistory
QRVOQorvo, Inc.Stock16$1.16K<0.1%−177−91.7%ReducedHistory
CSWCSW Industrials, Inc.COM4$1.17K<0.1%+4NewHistory
ZSZscaler, Inc.Stock6$1.19K<0.1%+6NewHistory
WMSAdvanced Drainage Systems, Inc.COM11$1.20K<0.1%−47−81.0%ReducedHistory
ALLYAlly Financial Inc.Stock33$1.20K<0.1%+33NewHistory
DYDycom Industries IncCOM8$1.22K<0.1%+8NewHistory
XRAYDentsply Sirona Inc.Stock82$1.23K<0.1%+82NewHistory
Bank of Amer Corp0605056827.25%CNV PFD L1$1.24K<0.1%00.0%Unchanged–
UIUbiquiti Inc.COM4$1.24K<0.1%+4NewHistory
DUOLDuolingo, Inc.CL A COM4$1.24K<0.1%+4NewHistory
VRNSVaronis Systems IncCOM31$1.25K<0.1%+31NewHistory
VODVodafone Group Public Ltd CoADR134$1.26K<0.1%+11+8.9%AddedHistory
OMABCentral North Airport GroupSPON ADR16$1.26K<0.1%00.0%UnchangedHistory
APLSApellis Pharmaceuticals, Inc.COM58$1.27K<0.1%00.0%UnchangedHistory
BIRKBirkenstock Holding plcCOM SHS28$1.28K<0.1%00.0%UnchangedHistory
COLMColumbia Sportswear CoCOM17$1.29K<0.1%−4−19.0%ReducedHistory
CCOICogent Communications Holdings, Inc.COM NEW21$1.29K<0.1%00.0%UnchangedHistory
XPOXPO, Inc.COM12$1.29K<0.1%00.0%UnchangedHistory
IONQIonQ, Inc.COM59$1.30K<0.1%+59NewHistory
EWTXEdgewise Therapeutics, Inc.COM60$1.32K<0.1%+60NewHistory
AGNTAGNT, Inc.COM136$1.33K<0.1%+21+18.3%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A131$1.34K<0.1%+15+12.9%AddedHistory
VOYAVoya Financial, Inc.COM20$1.35K<0.1%+20NewHistory
AROCArchrock, Inc.COM52$1.36K<0.1%+52NewHistory
IPARInterparfums IncCOM12$1.37K<0.1%+12NewHistory
CALXCalix, IncCOM39$1.38K<0.1%−156−80.0%ReducedHistory
FPIFarmland Partners Inc.COM125$1.39K<0.1%00.0%UnchangedHistory
ATIAti IncStock27$1.41K<0.1%+27NewHistory
MMacy's, Inc.COM112$1.41K<0.1%+6+5.7%AddedHistory
SMSM Energy CoCOM47$1.41K<0.1%+47NewHistory
HQYHealthequity, Inc.COM16$1.41K<0.1%+16NewHistory
LMBLimbach Holdings, Inc.COM19$1.42K<0.1%+19NewHistory
MTHMeritage Homes CORPCOM20$1.42K<0.1%+20NewHistory
MURMurphy Oil CorpCOM50$1.42K<0.1%+50NewHistory
YOUClear Secure, Inc.COM CL A55$1.43K<0.1%+55NewHistory
NSPInsperity, Inc.COM16$1.43K<0.1%00.0%UnchangedHistory
SLFSun Life Financial IncCOM25$1.43K<0.1%+25NewHistory
DDSDillard's, Inc.CL A4$1.43K<0.1%00.0%UnchangedHistory
WSCWillScot Holdings CorpCOM CL A53$1.47K<0.1%00.0%UnchangedHistory
SNNSmith & Nephew PLCSPDN ADR NEW52$1.48K<0.1%00.0%UnchangedHistory
HOGHarley-Davidson, Inc.COM59$1.49K<0.1%+9+18.0%AddedHistory
ATMUAtmus Filtration Technologies Inc.COM41$1.51K<0.1%+41NewHistory
FORForestar Group Inc.COM72$1.52K<0.1%+72NewHistory
FUTUFutu Holdings LtdSPON ADS CL A15$1.53K<0.1%−247−94.3%ReducedHistory
NWLNewell Brands Inc.Stock250$1.55K<0.1%−23,286−98.9%ReducedHistory
ITRIItron, Inc.COM15$1.57K<0.1%+15NewHistory
GOLFAcushnet Holdings Corp.COM23$1.58K<0.1%+23NewHistory
WYNNWynn Resorts LtdCOM19$1.59K<0.1%+1+5.6%AddedHistory
MTArcelorMittalNY REGISTRY SH55$1.59K<0.1%−32−36.8%ReducedHistory
GTLSChart Industries IncCOM11$1.59K<0.1%+11NewHistory
MRXMarex Group LtdORD45$1.59K<0.1%+45NewHistory
HPHelmerich & Payne, Inc.COM61$1.59K<0.1%+61NewHistory
CRNXCrinetics Pharmaceuticals, Inc.COM48$1.61K<0.1%+48NewHistory
OUTOUTFRONT Media Inc.REIT100$1.61K<0.1%+100NewHistory
AEISAdvanced Energy Industries IncCOM17$1.62K<0.1%+17NewHistory
AXSMAxsome Therapeutics, Inc.COM14$1.63K<0.1%+14NewHistory
EPR.PCEpr PropertiesPFD C CV 5.75%71$1.64K<0.1%00.0%UnchangedHistory
BIIBBiogen Inc.COM12$1.64K<0.1%−40−76.9%ReducedHistory
REZIResideo Technologies, Inc.Stock93$1.65K<0.1%00.0%UnchangedHistory
Global X FDS37954Y475S&P 500 COVERED42$1.66K<0.1%00.0%Unchanged–

Sold out since Q4 2024 (81)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Invesco QQQ Trust Series I46090E103ETF81,882$41.9M1.2%–
RTXRTX CorpStock48,524$5.62M0.2%History
TTETotalEnergies SESPONSORED ADS72,433$3.95M0.1%History
UBERUber Technologies, IncStock55,592$3.35M0.1%History
HLTHilton Worldwide Holdings Inc.COM11,139$2.75M0.1%History
AZPNAspen Technology, Inc.COM9,216$2.30M0.1%History
CORCencora, Inc.Stock6,810$1.53M<0.1%History
TRVTravelers Companies, Inc.Stock6,247$1.50M<0.1%History
DALDelta Air Lines, Inc.COM NEW15,808$956.4K<0.1%History
MNSTMonster Beverage CorpCOM17,423$915.8K<0.1%History
DELLDell Technologies Inc.Stock7,533$868.1K<0.1%History
TGTTarget CorpStock5,544$749.4K<0.1%History
PWRQuanta Services, Inc.COM1,791$566.0K<0.1%History
WisdomTree Bloomberg US Dollar Bullish Fund97717W471ETF13,002$359.6K<0.1%–
FTNTFortinet, Inc.Stock3,548$335.2K<0.1%History
WisdomTree Tr97717X560EQUITY PREMIUM9,369$308.9K<0.1%–
ONOn Semiconductor CorpStock3,935$248.1K<0.1%History
EWEdwards Lifesciences CorpStock2,137$158.2K<0.1%History
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF1,517$133.2K<0.1%–
ORANYOrangeSPONSORED ADR9,782$96.3K<0.1%History
ZDZiff Davis, Inc.COM1,441$78.3K<0.1%History
ABEVAmbev S.A.SPONSORED ADR39,308$72.7K<0.1%History
VRSNVerisign IncCOM323$66.8K<0.1%History
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER1,151$62.4K<0.1%–
LYVLive Nation Entertainment, Inc.COM481$62.3K<0.1%History
MFGMizuho Financial Group IncSPONSORED ADR12,126$59.3K<0.1%History
TNETTrinet Group, Inc.COM631$57.3K<0.1%History
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL402$54.0K<0.1%–
FCNFti Consulting, IncCOM280$53.5K<0.1%History
First Trust Dow Jones Internet Index Fund33733E302ETF207$50.3K<0.1%–
BCSBarclays PLCADR2,916$38.8K<0.1%History
MKSIMKS IncCOM371$38.7K<0.1%History
EPAMEPAM Systems, Inc.COM147$34.4K<0.1%History
Ssga Active ETF Tr78467V608ST STR BL LN ETF812$33.9K<0.1%–
SIGSignet Jewelers LtdSHS408$32.9K<0.1%History
MTZMastec IncCOM196$26.7K<0.1%History
EPRTEssential Properties Realty Trust, Inc.COM730$22.8K<0.1%History
BRF SA10552T107SPONSORED ADR5,383$21.9K<0.1%–
ALTRAltair Engineering Inc.COM CL A179$19.5K<0.1%History
GLGlobe Life Inc.COM172$19.2K<0.1%History
TIMBTim S.A.SPONSORED ADR1,373$16.1K<0.1%History
QGENQiagen N.V.Stock359$16.0K<0.1%History
iShares Tr464289883CORE 30 70 ETF394$14.7K<0.1%–
DACDanaos CorpSHS167$13.4K<0.1%History
Abrdn ETFs003261104BBRG ALL COMD K1653$12.9K<0.1%–
CABOCable One, Inc.COM33$11.9K<0.1%History
FLUTFlutter Entertainment plcSHS43$11.1K<0.1%History
PRDOPerdoceo Education CorpCOM306$8.10K<0.1%History
DIODDiodes IncCOM131$8.08K<0.1%History
MLCOMelco Resorts & Entertainment LTDADR1,274$7.38K<0.1%History
iShares Tr46435U853BROAD USD HIGH158$5.81K<0.1%–
ECGEverus Construction Group, Inc.Stock84$5.52K<0.1%History
SSDSimpson Manufacturing Co., Inc.COM27$4.48K<0.1%History
EQHEquitable Holdings, Inc.COM73$3.44K<0.1%History
BEKEKE Holdings Inc.SPONSORED ADS168$3.10K<0.1%History
RLIRli CorpCOM18$2.97K<0.1%History
IXOrix CorpSPONSORED ADR26$2.76K<0.1%History
Vanguard World FD921910709EXTENDED DUR34$2.30K<0.1%–
COHRCoherent Corp.COM21$1.99K<0.1%History
OUTOUTFRONT Media Inc.COM103$1.83K<0.1%History
FSVFirstService CorpCOM9$1.63K<0.1%History
SNNRFSunrise Communications AGADS CL A36$1.55K<0.1%History
SSTKShutterstock, Inc.COM51$1.55K<0.1%History
ELFe.l.f. Beauty, Inc.COM10$1.26K<0.1%History
INVHInvitation Homes Inc.COM36$1.15K<0.1%History
ICLICL Group Ltd.SHS193$954<0.1%History
PEverpure, Inc.CL A15$921<0.1%History
KRCKilroy Realty CorpCOM22$890<0.1%History
DLBDolby Laboratories, Inc.COM CL A10$781<0.1%History
VVVValvoline IncCOM20$724<0.1%History
HUNHuntsman CORPCOM40$721<0.1%History
EWBCEast West Bancorp IncCOM6$575<0.1%History
SMARSmartsheet IncCOM CL A9$504<0.1%History
NOVNOV Inc.COM30$438<0.1%History
ZMZoom Communications, Inc.Stock5$408<0.1%History
Blade Air Mobili092667112COM600$246<0.1%–
EEFTEuronet Worldwide, Inc.COM2$206<0.1%History
HCPHashiCorp, Inc.COM CL A6$205<0.1%History
AAPAdvance Auto Parts IncCOM3$142<0.1%History
SEMA4 Holdings Corp81663L119*W EXP 07/22/202400$64<0.1%–
ProShares Tr74347B680S&P MDCP 400 DIV1$48<0.1%–