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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 27, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
1,535
+131 vs. Q2 2025
Portfolio value
$4.44B
+$368.8M (+9.1%) vs. Q2 2025
Filed
Oct 27, 2025
SEC
Holdings of TD Private Client Wealth LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AEOAmerican Eagle Outfitters IncCOM36$616<0.1%+36NewHistory
HLFHerbalife Ltd.COM SHS73$616<0.1%+73NewHistory
INODInnodata IncCOM NEW8$617<0.1%+8NewHistory
VISNVistance Networks, Inc.COM40$619<0.1%+40NewHistory
FIVEFive Below, IncCOM4$619<0.1%+4NewHistory
ARWRArrowhead Pharmaceuticals, Inc.COM18$621<0.1%+18NewHistory
AMCAMC Entertainment Holdings, Inc.CL A NEW214$621<0.1%+214NewHistory
MARAMARA Holdings, Inc.COM34$621<0.1%+34NewHistory
AAOIApplied Optoelectronics, Inc.COM24$622<0.1%+24NewHistory
VIAVViavi Solutions Inc.COM49$622<0.1%+49NewHistory
PLPlanet Labs PBCCOM CL A48$623<0.1%+48NewHistory
CRAICra International, Inc.COM3$626<0.1%+3NewHistory
DXCDXC Technology CoStock46$627<0.1%00.0%UnchangedHistory
VSHVishay Intertechnology IncCOM41$627<0.1%00.0%UnchangedHistory
SOUNSoundhound AI, Inc.CLASS A COM39$627<0.1%+39NewHistory
BHVNBiohaven Ltd.COM42$630<0.1%+42NewHistory
LUNRIntuitive Machines, Inc.CLASS A COM60$631<0.1%+60NewHistory
SITCSITE Centers Corp.COM70$631<0.1%+70NewHistory
ABSIAbsci CorpCOM208$632<0.1%+208NewHistory
SLPSimulations Plus, Inc.COM42$633<0.1%+42NewHistory
CWCOConsolidated Water Co. Ltd.ORD18$635<0.1%+18NewHistory
PHRPhreesia, Inc.COM27$635<0.1%+27NewHistory
SRPTSarepta Therapeutics, Inc.COM33$636<0.1%+33NewHistory
ASTSAST SpaceMobile, Inc.COM CL A13$638<0.1%+13NewHistory
WTWisdomTree, Inc.COM46$639<0.1%+46NewHistory
WisdomTree Tr97717W851JAPN HEDGE EQT5$640<0.1%−2−28.6%Reduced–
APLDApplied Digital Corp.COM NEW28$642<0.1%+28NewHistory
NTRANatera, Inc.COM4$644<0.1%+3+300.0%AddedHistory
JOBYJoby Aviation, Inc.COMMON STOCK40$646<0.1%+40NewHistory
CORZCore Scientific, Inc.COM36$646<0.1%+36NewHistory
GKOSGLAUKOS CorpCOM8$652<0.1%+8NewHistory
AZZAzz IncCOM6$655<0.1%+6NewHistory
RVLVRevolve Group, Inc.CL A31$660<0.1%+31NewHistory
ACHAccendra Health IncStock138$662<0.1%+138NewHistory
COTYCoty Inc.COM CL A165$667<0.1%−4,441−96.4%ReducedHistory
WLDNWilldan Group, Inc.COM7$677<0.1%+7NewHistory
KYMRKymera Therapeutics, Inc.COM12$679<0.1%+12NewHistory
ASPNAspen Aerogels IncCOM98$682<0.1%+98NewHistory
CWTCalifornia Water Service GroupCOM15$688<0.1%+15NewHistory
PSOPearson PLCSPONSORED ADR49$694<0.1%−3,443−98.6%ReducedHistory
AIVApartment Investment & Management CoCL A88$698<0.1%+88NewHistory
LZLegalzoom.com, Inc.COM68$706<0.1%+68NewHistory
APGEApogee Therapeutics, Inc.COM18$715<0.1%+18NewHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF8$717<0.1%00.0%Unchanged–
SNBRQSleep Number CorpCOM103$723<0.1%+103NewHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS36$727<0.1%00.0%UnchangedHistory
CIENCiena CorpCOM NEW5$728<0.1%+5NewHistory
ACVAACV Auctions Inc.COM CL A74$733<0.1%+70+1,750.0%AddedHistory
LUMNLumen Technologies, Inc.Stock120$734<0.1%+120NewHistory
SHAKShake Shack Inc.CL A8$749<0.1%+8NewHistory
CROXCrocs, Inc.COM9$752<0.1%−2,484−99.6%ReducedHistory
GTXGarrett Motion Inc.Stock56$763<0.1%00.0%UnchangedHistory
FMSFresenius Medical Care AGSPONSORED ADR29$764<0.1%−4,896−99.4%ReducedHistory
LOGILogitech International S.A.SHS7$768<0.1%00.0%UnchangedHistory
PWPPerella Weinberg PartnersCLASS A COM36$768<0.1%+36NewHistory
SCCOSouthern Copper CorpStock6$769<0.1%+6NewHistory
JBLUJetBlue Airways CorpCOM159$782<0.1%+159NewHistory
WPMWheaton Precious Metals Corp.COM7$783<0.1%00.0%UnchangedHistory
EEFTEuronet Worldwide, Inc.COM9$790<0.1%+7+350.0%AddedHistory
IDAIdacorp IncCOM6$793<0.1%+6NewHistory
PCTYPaylocity Holding CorpCOM5$796<0.1%+5NewHistory
TDOCTeladoc Health, Inc.COM103$796<0.1%+103NewHistory
BEAMBeam Therapeutics Inc.COM33$801<0.1%+33NewHistory
ROKURoku, IncCOM CL A8$801<0.1%+8NewHistory
GTLSChart Industries IncCOM4$801<0.1%+4NewHistory
VRNSVaronis Systems IncCOM14$805<0.1%00.0%UnchangedHistory
AISPAirship AI Holdings, Inc.COM157$812<0.1%00.0%UnchangedHistory
HNSTHonest Company, Inc.COM221$813<0.1%+221NewHistory
ASIXAdvanSix Inc.COM42$814<0.1%00.0%UnchangedHistory
EXASExact Sciences CorpCOM15$821<0.1%00.0%UnchangedHistory
TRUPTrupanion, Inc.COM19$822<0.1%+19NewHistory
SNSharkNinja, Inc.COM SHS8$825<0.1%+8NewHistory
GRALGRAIL, Inc.COM14$828<0.1%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR24$831<0.1%00.0%UnchangedHistory
Apollo Global Mgmt Inc03769M304SER A MAND CNV12$843<0.1%−6−33.3%Reduced–
Chart Inds Inc16115Q4076.75DP CNV PFD B12$853<0.1%+2+20.0%Added–
RRXRegal Rexnord CorpCOM6$861<0.1%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM43$863<0.1%+43NewHistory
Chesapeake Energy Corp165167180*W EXP 03/01/2029$870<0.1%00.0%Unchanged–
LNTHLantheus Holdings, Inc.Stock17$872<0.1%+6+54.5%AddedHistory
ICLRIcon PLCCOM5$875<0.1%00.0%UnchangedHistory
DOCNDigitalOcean Holdings, Inc.COM26$888<0.1%+26NewHistory
COLMColumbia Sportswear CoCOM17$889<0.1%00.0%UnchangedHistory
PCHPotlatchdeltic CorpCOM22$897<0.1%00.0%UnchangedHistory
GPKGraphic Packaging Holding CoCOM46$900<0.1%−2,052−97.8%ReducedHistory
BLKBBlackbaud IncCOM14$900<0.1%−857−98.4%ReducedHistory
RAREUltragenyx Pharmaceutical Inc.COM30$902<0.1%+30NewHistory
MEDMedifast IncCOM66$902<0.1%+66NewHistory
OSKOshkosh CorpCOM7$908<0.1%00.0%UnchangedHistory
QRVOQorvo, Inc.Stock10$911<0.1%00.0%UnchangedHistory
ALGTAllegiant Travel COCOM15$912<0.1%+15NewHistory
UPSTUpstart Holdings, Inc.COM18$914<0.1%+18NewHistory
MMSMaximus, Inc.COM10$914<0.1%00.0%UnchangedHistory
USLMUnited States Lime & Minerals IncCOM7$921<0.1%+7NewHistory
HAYWHayward Holdings, Inc.COM62$937<0.1%+62NewHistory
FCFranklin Covey CoCOM49$951<0.1%+49NewHistory
TWSTTwist Bioscience CorpCOM34$957<0.1%+34NewHistory
VKTXViking Therapeutics, Inc.COM37$972<0.1%−37−50.0%ReducedHistory
SNNSmith & Nephew PLCSPDN ADR NEW27$980<0.1%00.0%UnchangedHistory
CHWYChewy, Inc.CL A25$1.01K<0.1%+25NewHistory

Sold out since Q2 2025 (39)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
HESHess CorpStock5,153$713.9K<0.1%History
SMPLSimply Good Foods CoCOM5,277$166.7K<0.1%History
Pacer Trendpilot US Mid Cap ETF69374H204ETF3,000$104.6K<0.1%–
LRNStride, Inc.COM628$91.2K<0.1%History
EPCEdgewell Personal Care CoCOM3,533$82.7K<0.1%History
FLOFlowers Foods IncCOM4,860$77.7K<0.1%History
LZBLa-Z-Boy IncCOM1,874$69.7K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM4,078$46.8K<0.1%History
CXTCrane NXT, Co.COM828$44.6K<0.1%History
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF500$39.9K<0.1%–
ZDZiff Davis, Inc.COM1,211$36.7K<0.1%History
UPBDUpbound Group, Inc.COM1,311$32.9K<0.1%History
iShares Tr464289883CORE 30 70 ETF743$29.0K<0.1%–
BMRNBiomarin Pharmaceutical IncCOM504$27.7K<0.1%History
ANSSAnsys IncCOM73$25.6K<0.1%History
SKXSkechers USA IncCL A392$24.7K<0.1%History
JNPRJuniper Networks IncCOM434$17.3K<0.1%History
WNSWNS (Holdings) LtdCOM SHS265$16.8K<0.1%History
SMGScotts Miracle-Gro CoStock247$16.3K<0.1%History
REYNReynolds Consumer Products Inc.COM736$15.8K<0.1%History
AMRAlpha Metallurgical Resources, Inc.COM138$15.5K<0.1%History
TRIThomson Reuters CorpCOM NO PAR18$3.61K<0.1%History
Paramount Global92556H206CL B206$2.66K<0.1%–
CHXChampionX CorpCOM91$2.26K<0.1%History
OVVOvintiv Inc.COM59$2.25K<0.1%History
AESIAtlas Energy Solutions Inc.COM NEW153$2.05K<0.1%History
FMCFMC CorpCOM NEW32$1.34K<0.1%History
CCOICogent Communications Holdings, Inc.COM NEW21$1.01K<0.1%History
UIUbiquiti Inc.COM2$823<0.1%History
TNDMTandem Diabetes Care IncCOM NEW36$671<0.1%History
STRSitio Royalties Corp.CLASS A COM35$643<0.1%History
SNDXSyndax Pharmaceuticals IncCOM54$506<0.1%History
GMEDGlobus Medical IncStock8$472<0.1%History
NWLNewell Brands Inc.Stock61$329<0.1%History
GOGrocery Outlet Holding Corp.COM20$248<0.1%History
Paramount Global92556H107CL A8$184<0.1%–
HOPEHope Bancorp IncCOM15$161<0.1%History
SPSCSPS Commerce IncCOM1$136<0.1%History
PNFPIMCO New York Municipal Income FundCOM0$2<0.1%History