TD PRIVATE CLIENT WEALTH LLC

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
4/29/2025
Form type
13F-HR
Num holdings
1,415
Total value ($000)
$3,630,454
Net value change ($000)
+55,064 (1.5%)
New positions
182
Sold out positions
79
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/11/2025 Next filing: 7/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEFA 32,636 20.9%
VMBS 17,664 10.8%
SPYM 15,430 6.2%
IGIB 10,192 17.7%
GOVT 9,542 7.3%
DGRO 9,504 15.9%
IGSB 5,746 25.1%
VGSH 5,725 7.8%
TLT 5,255 12.2%
PM 4,603 34.1%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -41,861 -100.0%
IVW -8,741 -26.8%
TSLA -6,865 -67.5%
IWD -6,828 -24.9%
IWF -6,653 -12.6%
RTX -5,615 -100.0%
NVDA -5,460 -17.1%
SPY -4,660 -2.3%
GOOGL -4,062 -21.1%
TTE -3,948 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type