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.
- Positions
- 1,535
- +131 vs. Q2 2025
- Portfolio value
- $4.44B
- +$368.8M (+9.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NWSANews Corp | CL A | 74 | $2.27K | <0.1% | 00.0% | Unchanged | History |
| DAYDayforce, Inc. | COM | 33 | $2.27K | <0.1% | −2−5.7% | Reduced | History |
| LBTYKLiberty Global Ltd. | COM CL C | 196 | $2.30K | <0.1% | 00.0% | Unchanged | History |
| LSTRLandstar System Inc | COM | 19 | $2.33K | <0.1% | 00.0% | Unchanged | History |
| DYDycom Industries Inc | COM | 8 | $2.33K | <0.1% | 00.0% | Unchanged | History |
| TEMTempus AI, Inc. | CL A | 29 | $2.34K | <0.1% | +9+45.0% | Added | History |
| CMBTCmb.tech NV | SHS | 250 | $2.35K | <0.1% | 00.0% | Unchanged | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 20 | $2.37K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 57 | $2.37K | <0.1% | 00.0% | Unchanged | – |
| HRLHormel Foods Corp | COM | 96 | $2.38K | <0.1% | +4+4.3% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 22 | $2.39K | <0.1% | +6+37.5% | Added | History |
| DRSLeonardo DRS, Inc. | Stock | 53 | $2.41K | <0.1% | 00.0% | Unchanged | History |
| UFPIUfp Industries Inc | COM | 26 | $2.43K | <0.1% | 00.0% | Unchanged | History |
| ZLABZai Lab Ltd | ADR | 72 | $2.44K | <0.1% | 00.0% | Unchanged | History |
| BA.PABoeing Co | DEP CONV PFD A | 36 | $2.50K | <0.1% | −17−32.1% | Reduced | History |
| PENPenumbra Inc | COM | 10 | $2.53K | <0.1% | −2−16.7% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 6 | $2.55K | <0.1% | 00.0% | Unchanged | History |
| CNXCConcentrix Corp | Stock | 56 | $2.58K | <0.1% | −20−26.3% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 48 | $2.65K | <0.1% | −12−20.0% | Reduced | History |
| POWIPower Integrations Inc | COM | 66 | $2.65K | <0.1% | 00.0% | Unchanged | History |
| ATRAptargroup, Inc. | Stock | 20 | $2.67K | <0.1% | −18−47.4% | Reduced | History |
| PRGOPERRIGO Co plc | SHS | 121 | $2.69K | <0.1% | +25+26.0% | Added | History |
| ZSZscaler, Inc. | Stock | 9 | $2.70K | <0.1% | +3+50.0% | Added | History |
| KRGKite Realty Group Trust | COM NEW | 123 | $2.74K | <0.1% | 00.0% | Unchanged | History |
| IXOrix Corp | SPONSORED ADR | 105 | $2.74K | <0.1% | 00.0% | Unchanged | History |
| MTArcelorMittal | NY REGISTRY SH | 77 | $2.78K | <0.1% | 00.0% | Unchanged | History |
| OHIOmega Healthcare Investors Inc | COM | 66 | $2.79K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 96 | $2.79K | <0.1% | +48+100.0% | Added | – |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 92 | $2.83K | <0.1% | +8+9.5% | Added | History |
| HXLHexcel Corp | COM | 46 | $2.88K | <0.1% | 00.0% | Unchanged | History |
| CNSCohen & Steers, Inc. | COM | 44 | $2.89K | <0.1% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 6 | $2.90K | <0.1% | 00.0% | Unchanged | – |
| RIVNRivian Automotive, Inc. | Stock | 199 | $2.92K | <0.1% | 00.0% | Unchanged | History |
| SXIStandex International Corp | COM | 14 | $2.97K | <0.1% | −8−36.4% | Reduced | History |
| CNACna Financial Corp | COM | 64 | $2.97K | <0.1% | 00.0% | Unchanged | History |
| MORNMorningstar, Inc. | COM | 13 | $3.02K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 8 | $3.03K | <0.1% | −1,662−99.5% | Reduced | – |
| VODVodafone Group Public Ltd Co | ADR | 267 | $3.10K | <0.1% | −36−11.9% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22 | $3.10K | <0.1% | +11+100.0% | Added | – |
| LOARLoar Holdings Inc. | COM SHS | 39 | $3.12K | <0.1% | 00.0% | Unchanged | History |
| CLSCelestica Inc | Stock | 13 | $3.20K | <0.1% | +13 | New | History |
| PBProsperity Bancshares Inc | COM | 49 | $3.25K | <0.1% | 00.0% | Unchanged | History |
| NYTNew York Times Co | CL A | 58 | $3.33K | <0.1% | 00.0% | Unchanged | History |
| KMPRKEMPER Corp | COM | 66 | $3.40K | <0.1% | 00.0% | Unchanged | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 125 | $3.41K | <0.1% | −197−61.2% | Reduced | History |
| SMASmartStop Self Storage REIT, Inc. | COMMON STOCK | 91 | $3.42K | <0.1% | +91 | New | History |
| FSVFirstService Corp | COM | 18 | $3.43K | <0.1% | 00.0% | Unchanged | History |
| AMTMAmentum Holdings, Inc. | COM | 145 | $3.47K | <0.1% | −21−12.7% | Reduced | History |
| VMIValmont Industries Inc | COM | 9 | $3.49K | <0.1% | 00.0% | Unchanged | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 35 | $3.50K | <0.1% | +5+16.7% | Added | History |
| EQHEquitable Holdings, Inc. | COM | 69 | $3.50K | <0.1% | −18−20.7% | Reduced | History |
| AALAmerican Airlines Group Inc. | Stock | 312 | $3.51K | <0.1% | +312 | New | History |
| BURLBurlington Stores, Inc. | COM | 14 | $3.56K | <0.1% | +2+16.7% | Added | History |
| STSensata Technologies Holding plc | SHS | 118 | $3.60K | <0.1% | 00.0% | Unchanged | History |
| KLICKulicke & Soffa Industries Inc | COM | 89 | $3.62K | <0.1% | 00.0% | Unchanged | History |
| USPHU S Physical Therapy Inc | COM | 43 | $3.65K | <0.1% | 00.0% | Unchanged | History |
| CGNXCognex Corp | COM | 81 | $3.67K | <0.1% | 00.0% | Unchanged | History |
| LMATLemaitre Vascular Inc | COM | 42 | $3.67K | <0.1% | 00.0% | Unchanged | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 253 | $3.70K | <0.1% | 00.0% | Unchanged | History |
| ZGZillow Group, Inc. | CL A | 50 | $3.72K | <0.1% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 80 | $3.74K | <0.1% | 00.0% | Unchanged | History |
| HUBSHubSpot Inc | COM | 8 | $3.74K | <0.1% | −4−33.3% | Reduced | History |
| CPKChesapeake Utilities Corp | COM | 28 | $3.77K | <0.1% | 00.0% | Unchanged | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 80 | $3.79K | <0.1% | 00.0% | Unchanged | History |
| IONQIonQ, Inc. | COM | 62 | $3.81K | <0.1% | +10+19.2% | Added | History |
| HALOHalozyme Therapeutics, Inc. | COM | 52 | $3.81K | <0.1% | 00.0% | Unchanged | History |
| WWayfair Inc. | CL A | 43 | $3.84K | <0.1% | +11+34.4% | Added | History |
| PHINPhinia Inc. | COMMON STOCK | 67 | $3.85K | <0.1% | 00.0% | Unchanged | History |
| PSMTPricesmart Inc | COM | 32 | $3.88K | <0.1% | 00.0% | Unchanged | History |
| HOMBHome Bancshares Inc | COM | 138 | $3.90K | <0.1% | 00.0% | Unchanged | History |
| LNCLincoln National Corp | COM | 97 | $3.91K | <0.1% | 00.0% | Unchanged | History |
| CIVICivitas Resources, Inc. | EQUITY US CM | 121 | $3.93K | <0.1% | −21−14.8% | Reduced | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 55 | $3.97K | <0.1% | +55 | New | History |
| CTRECareTrust REIT, Inc. | COM | 117 | $4.06K | <0.1% | +117 | New | History |
| FLUTFlutter Entertainment plc | SHS | 16 | $4.06K | <0.1% | 00.0% | Unchanged | History |
| RKLBRocket Lab Corp | COM | 85 | $4.07K | <0.1% | +14+19.7% | Added | History |
| RHPRyman Hospitality Properties, Inc. | COM | 46 | $4.12K | <0.1% | 00.0% | Unchanged | History |
| ITGRInteger Holdings Corp | COM | 40 | $4.13K | <0.1% | −492−92.5% | Reduced | History |
| TNLTravel & Leisure Co. | COM | 70 | $4.16K | <0.1% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 136 | $4.25K | <0.1% | −895−86.8% | Reduced | History |
| AUDCAudiocodes Ltd | ORD | 443 | $4.26K | <0.1% | +12+2.8% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 128 | $4.27K | <0.1% | 00.0% | Unchanged | History |
| DBDeutsche Bank Aktiengesellschaft | NAMEN AKT | 122 | $4.32K | <0.1% | 00.0% | Unchanged | History |
| INSMINSMED Inc | COM PAR $.01 | 30 | $4.32K | <0.1% | 00.0% | Unchanged | History |
| NVTnVent Electric plc | SHS | 44 | $4.34K | <0.1% | −16−26.7% | Reduced | History |
| ELFe.l.f. Beauty, Inc. | COM | 33 | $4.37K | <0.1% | +13+65.0% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 24 | $4.42K | <0.1% | −14−36.8% | Reduced | History |
| OXLCOxford Lane Capital Corp. | COM | 264 | $4.47K | <0.1% | +264 | New | History |
| MSAMSA Safety Inc | COM | 26 | $4.47K | <0.1% | 00.0% | Unchanged | History |
| INCYIncyte Corp | COM | 53 | $4.50K | <0.1% | +16+43.2% | Added | History |
| WINGWingstop Inc. | COM | 18 | $4.53K | <0.1% | +8+80.0% | Added | History |
| DARDarling Ingredients Inc. | COM | 147 | $4.54K | <0.1% | 00.0% | Unchanged | History |
| PFGCPerformance Food Group Co | COM | 44 | $4.58K | <0.1% | 00.0% | Unchanged | History |
| AAONAaon, Inc. | COM PAR $0.004 | 49 | $4.58K | <0.1% | +38+345.5% | Added | History |
| RDYDr Reddys Laboratories Ltd | ADR | 330 | $4.61K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 58 | $4.65K | <0.1% | 00.0% | Unchanged | – |
| REZIResideo Technologies, Inc. | Stock | 108 | $4.66K | <0.1% | +15+16.1% | Added | History |
| PNNTPennantpark Investment Corp | COM | 698 | $4.68K | <0.1% | +698 | New | History |
| ROADConstruction Partners, Inc. | COM CL A | 37 | $4.70K | <0.1% | 00.0% | Unchanged | History |
| FLSFlowserve Corp | COM | 90 | $4.78K | <0.1% | −397−81.5% | Reduced | History |
Sold out since Q2 2025 (39)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| HESHess Corp | Stock | 5,153 | $713.9K | <0.1% | History |
| SMPLSimply Good Foods Co | COM | 5,277 | $166.7K | <0.1% | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 3,000 | $104.6K | <0.1% | – |
| LRNStride, Inc. | COM | 628 | $91.2K | <0.1% | History |
| EPCEdgewell Personal Care Co | COM | 3,533 | $82.7K | <0.1% | History |
| FLOFlowers Foods Inc | COM | 4,860 | $77.7K | <0.1% | History |
| LZBLa-Z-Boy Inc | COM | 1,874 | $69.7K | <0.1% | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,078 | $46.8K | <0.1% | History |
| CXTCrane NXT, Co. | COM | 828 | $44.6K | <0.1% | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 500 | $39.9K | <0.1% | – |
| ZDZiff Davis, Inc. | COM | 1,211 | $36.7K | <0.1% | History |
| UPBDUpbound Group, Inc. | COM | 1,311 | $32.9K | <0.1% | History |
| iShares Tr464289883 | CORE 30 70 ETF | 743 | $29.0K | <0.1% | – |
| BMRNBiomarin Pharmaceutical Inc | COM | 504 | $27.7K | <0.1% | History |
| ANSSAnsys Inc | COM | 73 | $25.6K | <0.1% | History |
| SKXSkechers USA Inc | CL A | 392 | $24.7K | <0.1% | History |
| JNPRJuniper Networks Inc | COM | 434 | $17.3K | <0.1% | History |
| WNSWNS (Holdings) Ltd | COM SHS | 265 | $16.8K | <0.1% | History |
| SMGScotts Miracle-Gro Co | Stock | 247 | $16.3K | <0.1% | History |
| REYNReynolds Consumer Products Inc. | COM | 736 | $15.8K | <0.1% | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 138 | $15.5K | <0.1% | History |
| TRIThomson Reuters Corp | COM NO PAR | 18 | $3.61K | <0.1% | History |
| Paramount Global92556H206 | CL B | 206 | $2.66K | <0.1% | – |
| CHXChampionX Corp | COM | 91 | $2.26K | <0.1% | History |
| OVVOvintiv Inc. | COM | 59 | $2.25K | <0.1% | History |
| AESIAtlas Energy Solutions Inc. | COM NEW | 153 | $2.05K | <0.1% | History |
| FMCFMC Corp | COM NEW | 32 | $1.34K | <0.1% | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 21 | $1.01K | <0.1% | History |
| UIUbiquiti Inc. | COM | 2 | $823 | <0.1% | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 36 | $671 | <0.1% | History |
| STRSitio Royalties Corp. | CLASS A COM | 35 | $643 | <0.1% | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 54 | $506 | <0.1% | History |
| GMEDGlobus Medical Inc | Stock | 8 | $472 | <0.1% | History |
| NWLNewell Brands Inc. | Stock | 61 | $329 | <0.1% | History |
| GOGrocery Outlet Holding Corp. | COM | 20 | $248 | <0.1% | History |
| Paramount Global92556H107 | CL A | 8 | $184 | <0.1% | – |
| HOPEHope Bancorp Inc | COM | 15 | $161 | <0.1% | History |
| SPSCSPS Commerce Inc | COM | 1 | $136 | <0.1% | History |
| PNFPIMCO New York Municipal Income Fund | COM | 0 | $2 | <0.1% | History |