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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 15, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
1,404
−11 vs. Q1 2025
Portfolio value
$4.07B
+$440.3M (+12.1%) vs. Q1 2025
Filed
Jul 15, 2025
SEC
Holdings of TD Private Client Wealth LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Bank of Amer Corp0605056827.25%CNV PFD L2$2.43K<0.1%+1+100.0%Added–
MTArcelorMittalNY REGISTRY SH77$2.43K<0.1%+22+40.0%AddedHistory
Cyberark Software LtdM2682V108SHS6$2.44K<0.1%−89−93.7%Reduced–
DRSLeonardo DRS, Inc.Stock53$2.46K<0.1%−39−42.4%ReducedHistory
ELFe.l.f. Beauty, Inc.COM20$2.49K<0.1%+20NewHistory
ZLABZai Lab LtdADR72$2.52K<0.1%+72NewHistory
INCYIncyte CorpCOM37$2.52K<0.1%−34−47.9%ReducedHistory
UHSUniversal Health Services IncCL B14$2.54K<0.1%+3+27.3%AddedHistory
RKLBRocket Lab CorpCOM71$2.54K<0.1%+70+7,000.0%AddedHistory
PRGOPERRIGO Co plcSHS96$2.56K<0.1%00.0%UnchangedHistory
CGNXCognex CorpCOM81$2.57K<0.1%−19−19.0%ReducedHistory
UFPIUfp Industries IncCOM26$2.58K<0.1%−5−16.1%ReducedHistory
HXLHexcel CorpCOM46$2.60K<0.1%−49−51.6%ReducedHistory
SNDKSandisk CorpCOM58$2.63K<0.1%−74−56.1%ReducedHistory
SFMSprouts Farmers Market, Inc.COM16$2.63K<0.1%−7−30.4%ReducedHistory
LSTRLandstar System IncCOM19$2.64K<0.1%−834−97.8%ReducedHistory
Paramount Global92556H206CL B206$2.66K<0.1%−184−47.2%Reduced–
BUDAnheuser-Busch InBev SA/NVADR39$2.68K<0.1%−27−40.9%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM52$2.71K<0.1%−24−31.6%ReducedHistory
RIVNRivian Automotive, Inc.Stock199$2.73K<0.1%00.0%UnchangedHistory
HRLHormel Foods CorpCOM92$2.78K<0.1%+27+41.5%AddedHistory
KRGKite Realty Group TrustCOM NEW123$2.79K<0.1%00.0%UnchangedHistory
RHIRobert Half Inc.COM68$2.79K<0.1%−35−34.0%ReducedHistory
BURLBurlington Stores, Inc.COM12$2.79K<0.1%−15−55.6%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock6$2.90K<0.1%−3−33.3%ReducedHistory
TECHBIO-TECHNE CorpCOM57$2.93K<0.1%−256−81.8%ReducedHistory
VMIValmont Industries IncCOM9$2.94K<0.1%−5−35.7%ReducedHistory
RVMDRevolution Medicines, Inc.COM80$2.94K<0.1%+80NewHistory
CNACna Financial CorpCOM64$2.98K<0.1%+64NewHistory
PHINPhinia Inc.COMMON STOCK67$2.98K<0.1%00.0%UnchangedHistory
ETSYEtsy IncCOM60$3.01K<0.1%+21+53.8%AddedHistory
ASHAshland Inc.COM60$3.02K<0.1%−146−70.9%ReducedHistory
INSMINSMED IncCOM PAR $.0130$3.02K<0.1%+5+20.0%AddedHistory
SWKStanley Black & Decker, Inc.COM45$3.05K<0.1%−383−89.5%ReducedHistory
KLICKulicke & Soffa Industries IncCOM89$3.08K<0.1%+3+3.5%AddedHistory
PENPenumbra IncCOM12$3.08K<0.1%−9−42.9%ReducedHistory
BAHBooz Allen Hamilton Holding CorpCL A30$3.12K<0.1%−61−67.0%ReducedHistory
FSVFirstService CorpCOM18$3.14K<0.1%+18NewHistory
VODVodafone Group Public Ltd CoADR303$3.23K<0.1%+169+126.1%AddedHistory
NYTNew York Times CoCL A58$3.25K<0.1%+10+20.8%AddedHistory
CNSCohen & Steers, Inc.COM44$3.31K<0.1%−5−10.2%ReducedHistory
FNDFloor & Decor Holdings, Inc.CL A44$3.34K<0.1%−2−4.3%ReducedHistory
DDSDillard's, Inc.CL A8$3.34K<0.1%+4+100.0%AddedHistory
LNCLincoln National CorpCOM97$3.36K<0.1%00.0%UnchangedHistory
LOARLoar Holdings Inc.COM SHS39$3.36K<0.1%−3−7.1%ReducedHistory
PSMTPricesmart IncCOM32$3.36K<0.1%−8−20.0%ReducedHistory
USPHU S Physical Therapy IncCOM43$3.36K<0.1%+14+48.3%AddedHistory
CPKChesapeake Utilities CorpCOM28$3.37K<0.1%−14−33.3%ReducedHistory
WINGWingstop Inc.COM10$3.37K<0.1%−10−50.0%ReducedHistory
ZGZillow Group, Inc.CL A50$3.42K<0.1%00.0%UnchangedHistory
PBProsperity Bancshares IncCOM49$3.44K<0.1%−20−29.0%ReducedHistory
SXIStandex International CorpCOM22$3.44K<0.1%−308−93.3%ReducedHistory
LMATLemaitre Vascular IncCOM42$3.49K<0.1%−3−6.7%ReducedHistory
STSensata Technologies Holding plcSHS118$3.55K<0.1%−97−45.1%ReducedHistory
YOUClear Secure, Inc.COM CL A128$3.55K<0.1%+73+132.7%AddedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT122$3.57K<0.1%+9+8.0%AddedHistory
BA.PABoeing CoDEP CONV PFD A53$3.60K<0.1%+11+26.2%AddedHistory
TNLTravel & Leisure Co.COM70$3.61K<0.1%−13−15.7%ReducedHistory
TRIThomson Reuters CorpCOM NO PAR18$3.61K<0.1%+18NewHistory
POWIPower Integrations IncCOM66$3.69K<0.1%+15+29.4%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS68$3.76K<0.1%+68NewHistory
PFGCPerformance Food Group CoCOM44$3.85K<0.1%+9+25.7%AddedHistory
NWSNews CorpCL B113$3.88K<0.1%−130−53.5%ReducedHistory
CIVICivitas Resources, Inc.EQUITY US CM142$3.91K<0.1%−30−17.4%ReducedHistory
TAKTakeda Pharmaceutical Co LtdADR253$3.91K<0.1%−64−20.2%ReducedHistory
AMTMAmentum Holdings, Inc.COM166$3.92K<0.1%−15−8.3%ReducedHistory
HOMBHome Bancshares IncCOM138$3.93K<0.1%−29−17.4%ReducedHistory
ROADConstruction Partners, Inc.COM CL A37$3.93K<0.1%−26−41.3%ReducedHistory
CNXCConcentrix CorpStock76$4.02K<0.1%00.0%UnchangedHistory
GFLGFL Environmental Inc.SUB VTG SHS80$4.03K<0.1%−17−17.5%ReducedHistory
FRPTFreshpet, Inc.Stock60$4.08K<0.1%+5+9.1%AddedHistory
MORNMorningstar, Inc.COM13$4.08K<0.1%−1−7.1%ReducedHistory
AUDCAudiocodes LtdORD431$4.24K<0.1%+29+7.2%AddedHistory
KMPRKEMPER CorpCOM66$4.26K<0.1%00.0%UnchangedHistory
LFUSLittelfuse IncCOM19$4.31K<0.1%+9+90.0%AddedHistory
iShares Inc46434G822MSCI JAPAN ETF58$4.35K<0.1%00.0%Unchanged–
MSAMSA Safety IncCOM26$4.36K<0.1%00.0%UnchangedHistory
NVTnVent Electric plcSHS60$4.39K<0.1%−14−18.9%ReducedHistory
MRPMillrose Properties, Inc.COM CL A157$4.48K<0.1%−219−58.2%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK41$4.51K<0.1%+14+51.9%AddedHistory
LOPEGrand Canyon Education, Inc.COM24$4.54K<0.1%+9+60.0%AddedHistory
RHPRyman Hospitality Properties, Inc.COM46$4.54K<0.1%+1+2.2%AddedHistory
FLUTFlutter Entertainment plcSHS16$4.57K<0.1%+16NewHistory
ENSGEnsign Group, IncCOM30$4.63K<0.1%−15−33.3%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD90$4.64K<0.1%−158−63.7%ReducedHistory
SFDSmithfield Foods IncCOM198$4.66K<0.1%+198NewHistory
TRNOTerreno Realty CorpCOM85$4.77K<0.1%−34−28.6%ReducedHistory
PAYCPaycom Software, Inc.Stock21$4.86K<0.1%+5+31.3%AddedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL96$4.87K<0.1%+11+12.9%Added–
EQHEquitable Holdings, Inc.COM87$4.88K<0.1%+87NewHistory
SCIService Corp InternationalCOM60$4.88K<0.1%−34−36.2%ReducedHistory
Vanguard World FD921910873MEGA CAP INDEX22$4.95K<0.1%+22New–
RDYDr Reddys Laboratories LtdADR330$4.96K<0.1%00.0%UnchangedHistory
RGLDRoyal Gold IncStock28$4.98K<0.1%+12+75.0%AddedHistory
DKSDick's Sporting Goods, Inc.Stock27$5.34K<0.1%−2−6.9%ReducedHistory
ALSumisho Air Lease CorpCL A92$5.38K<0.1%−106−53.5%ReducedHistory
BWXTBWX Technologies, Inc.COM38$5.47K<0.1%−40−51.3%ReducedHistory
CAVACava Group, Inc.COM65$5.47K<0.1%+18+38.3%AddedHistory
ARGXArgenx SESPONSORED ADR10$5.51K<0.1%+7+233.3%AddedHistory
DARDarling Ingredients Inc.COM147$5.58K<0.1%+9+6.5%AddedHistory

Sold out since Q1 2025 (134)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 134 by value last quarter.

Positions of TD Private Client Wealth LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
DFSDiscover Financial ServicesCOM17,978$3.07M0.1%History
JLLJones Lang Lasalle IncCOM3,054$757.1K<0.1%History
ABGAsbury Automotive Group IncCOM890$196.5K<0.1%History
iShares Tr46428951110+ YR INVST GRD869$43.6K<0.1%–
STCStewart Information Services CorpCOM558$39.8K<0.1%History
CRICarters IncCOM882$36.1K<0.1%History
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT883$34.0K<0.1%–
BILIBilibili Inc.SPONS ADS REP Z1,772$33.9K<0.1%History
VIPSVipshop Holdings LtdSPONSORED ADS A1,877$29.4K<0.1%History
KFRCKforce IncCOM544$26.6K<0.1%History
OTTROtter Tail CorpCOM329$26.4K<0.1%History
HELEHelen of Troy LtdStock452$24.2K<0.1%History
CECelanese CorpStock255$14.5K<0.1%History
TFXTeleflex IncCOM102$14.1K<0.1%History
ITCIIntra-Cellular Therapies, Inc.COM102$13.5K<0.1%History
CLBTCellebrite DI Ltd.ORDINARY SHARES629$12.2K<0.1%History
CNNECannae Holdings, Inc.COM636$11.7K<0.1%History
WDSWoodside Energy Group LtdADR759$11.0K<0.1%History
BERYBerry Global Group, Inc.COM119$8.31K<0.1%History
ENOVEnovis CORPCOM176$6.72K<0.1%History
OGNOrganon & Co.Stock401$5.97K<0.1%History
BIOBio-Rad Laboratories, Inc.CL A23$5.60K<0.1%History
GAPGap IncCOM265$5.46K<0.1%History
WWDWoodward, Inc.COM27$4.93K<0.1%History
SPDR Series Trust78468R606ST PORT HIGH ETF197$4.61K<0.1%–
RNRRenaissancere Holdings LtdCOM18$4.32K<0.1%History
IOTSamsara Inc.Stock107$4.10K<0.1%History
GATXGatx CorpCOM26$4.04K<0.1%History
CWANClearwater Analytics Holdings, Inc.CL A133$3.56K<0.1%History
CASHPathward Financial, Inc.COM48$3.50K<0.1%History
COOPMaverick Merger Sub 2, LLCCOM27$3.23K<0.1%History
AZTAAzenta, Inc.COM93$3.22K<0.1%History
INDBIndependent Bank CorpCOM49$3.07K<0.1%History
VIRTVirtu Financial, Inc.CL A80$3.05K<0.1%History
SWXSouthwest Gas Holdings, Inc.COM41$2.94K<0.1%History
AALAmerican Airlines Group Inc.Stock261$2.75K<0.1%History
PLMRPalomar Holdings, Inc.Stock20$2.74K<0.1%History
SKWDSkyward Specialty Insurance Group, Inc.COM50$2.65K<0.1%History
COLDAmericold Realty TrustCOM122$2.62K<0.1%History
KNFKnife River CorpStock29$2.62K<0.1%History
PORPortland General Electric CoCOM NEW55$2.45K<0.1%History
RDFNRedfin CorpCOM265$2.44K<0.1%History
CCChemours CoStock170$2.30K<0.1%History
SLGSL Green Realty CorpCOM39$2.25K<0.1%History
OSISOsi Systems IncCOM11$2.14K<0.1%History
PIPRPiper Sandler CompaniesCOM8$1.98K<0.1%History
WDWalker & Dunlop, Inc.COM23$1.96K<0.1%History
VRNAVerona Pharma plcSPONSORED ADS30$1.91K<0.1%History
CPRXCatalyst Pharmaceuticals, Inc.COM76$1.84K<0.1%History
WHDCactus, Inc.CL A39$1.79K<0.1%History
EPACEnerpac Tool Group CorpCL A COM39$1.75K<0.1%History
BOOTBoot Barn Holdings, Inc.COM16$1.72K<0.1%History
AVAAvista CorpCOM40$1.68K<0.1%History
BCPCBalchem CorpCOM10$1.66K<0.1%History
AXSMAxsome Therapeutics, Inc.COM14$1.63K<0.1%History
AEISAdvanced Energy Industries IncCOM17$1.62K<0.1%History
CRNXCrinetics Pharmaceuticals, Inc.COM48$1.61K<0.1%History
HPHelmerich & Payne, Inc.COM61$1.59K<0.1%History
MRXMarex Group LtdORD45$1.59K<0.1%History
GTLSChart Industries IncCOM11$1.59K<0.1%History
GOLFAcushnet Holdings Corp.COM23$1.58K<0.1%History
ITRIItron, Inc.COM15$1.57K<0.1%History
FORForestar Group Inc.COM72$1.52K<0.1%History
ATMUAtmus Filtration Technologies Inc.COM41$1.51K<0.1%History
NSPInsperity, Inc.COM16$1.43K<0.1%History
MURMurphy Oil CorpCOM50$1.42K<0.1%History
MTHMeritage Homes CORPCOM20$1.42K<0.1%History
LMBLimbach Holdings, Inc.COM19$1.42K<0.1%History
HQYHealthequity, Inc.COM16$1.41K<0.1%History
SMSM Energy CoCOM47$1.41K<0.1%History
ATIAti IncStock27$1.41K<0.1%History
CALXCalix, IncCOM39$1.38K<0.1%History
IPARInterparfums IncCOM12$1.37K<0.1%History
AROCArchrock, Inc.COM52$1.36K<0.1%History
AGNTAGNT, Inc.COM136$1.33K<0.1%History
EWTXEdgewise Therapeutics, Inc.COM60$1.32K<0.1%History
XRAYDentsply Sirona Inc.Stock82$1.23K<0.1%History
CSWCSW Industrials, Inc.COM4$1.17K<0.1%History
ESLTElbit Systems LtdStock3$1.15K<0.1%History
FTAIFTAI Aviation Ltd.SHS10$1.11K<0.1%History
COCOVita Coco Company, Inc.COM36$1.10K<0.1%History
BBIOBridgeBio Pharma, Inc.COM31$1.07K<0.1%History
CARGCarGurus, Inc.COM CL A36$1.05K<0.1%History
NCNOnCino, Inc.COM38$1.04K<0.1%History
MYRGMyr Group Inc.COM9$1.02K<0.1%History
WVEWave Life Sciences, Inc.SHS126$1.02K<0.1%History
ALKSAlkermes plc.SHS28$925<0.1%History
CRDOCredo Technology Group Holding LtdStock23$924<0.1%History
ARCBArcbest CorpCOM13$918<0.1%History
SNSharkNinja, Inc.COM SHS11$918<0.1%History
AINAlbany International CorpCL A13$898<0.1%History
NOVTNovanta IncCOM7$895<0.1%History
SMTCSemtech CorpStock25$860<0.1%History
CORZCore Scientific, Inc.COM116$840<0.1%History
RMBSRambus IncCOM16$828<0.1%History
NMRNomura Holdings IncSPONSORED ADR133$818<0.1%History
Barrick Gold Corp067901108COM37$719<0.1%–
SLNOSoleno Therapeutics IncCOM10$715<0.1%History
FUBOFuboTV Inc.COM243$710<0.1%History
OUSTOuster, Inc.COM NEW77$691<0.1%History