TD PRIVATE CLIENT WEALTH LLC

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/11/2025
Form type
13F-HR
Num holdings
1,313
Total value ($000)
$3,575,390
Net value change ($000)
+98,009 (2.8%)
New positions
83
Sold out positions
55
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/18/2024 Next filing: 4/29/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 32,749 15.1%
IGIB 14,169 32.6%
AGG 10,825 41.9%
VOOG 10,641 22.9%
VMBS 10,100 6.6%
VXF 9,681 16.2%
IEFA 9,520 6.5%
DGRO 8,724 17.1%
TSLA 7,281 251.9%
IWD 6,652 32.1%
Top Reduces (Value $000, Stocks/ETFs)
LLY -6,914 -62.2%
BLK -4,426 -100.0%
VRTX -3,862 -60.7%
MSFT -3,727 -6.9%
TSM -3,680 -100.0%
CL -3,109 -92.7%
VCSH -3,057 -6.0%
SDY -3,027 -16.6%
BCE -2,972 -92.8%
ASML -2,933 -58.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type