TD PRIVATE CLIENT WEALTH LLC

Q4 2019 13F-HR Detailed Holdings

Location
New York, NY
Holdings as of
12/31/2019
Date filed
8/16/2024
Form type
13F-HR
Num holdings
1,068
Total value ($000)
$1,671,268
Net value change ($000)
—
New positions
1068
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: — Next filing: 8/16/2024 SEC filing
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Snapshot: Change Analysis

Compared to previous filing: —
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)
SPY 152,266 —
VCSH 49,865 —
SHY 49,623 —
SDY 34,480 —
MSFT 33,960 —
IVW 30,261 —
EFA 27,001 —
VUG 21,916 —
LQD 21,325 —
VOO 19,983 —
Top Reduces (Value $000, Stocks/ETFs)
—
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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TORONTO DOMINION BANK 028-11527