TD PRIVATE CLIENT WEALTH LLC

Q2 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2024
Date filed
8/14/2024
Form type
13F-HR
Num holdings
1,216
Total value ($000)
$3,175,817
Net value change ($000)
+128,574 (4.2%)
New positions
62
Sold out positions
53
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/16/2024 Next filing: 11/18/2024 SEC filing

Snapshot: Change Analysis

Compared to Q1 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 29,150 19.2%
VMBS 20,679 18.8%
IEFA 12,284 11.6%
VOOG 7,447 22.5%
NVDA 6,677 25.4%
GOVT 6,112 5.9%
VGSH 5,835 10.9%
IVV 5,627 10.4%
DGRO 5,467 15.2%
IEI 5,429 15.0%
Top Reduces (Value $000, Stocks/ETFs)
V -4,105 -26.8%
HYLB -2,464 -36.3%
IVE -2,375 -11.3%
LLY -2,276 -17.5%
ORLY -2,253 -91.5%
MSCI -1,949 -66.4%
CSCO -1,643 -25.5%
MUB -1,623 -32.0%
IJH -1,613 -6.4%
IT -1,572 -34.4%
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