TD PRIVATE CLIENT WEALTH LLC

Q1 2020 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2020
Date filed
8/16/2024
Form type
13F-HR
Num holdings
1,071
Total value ($000)
$1,397,773
Net value change ($000)
-273,495 (-16.4%)
New positions
77
Sold out positions
74
Turnover %
1.4%
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: 8/16/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 2019
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)
SHY 56,947 114.8%
GSK 5,396 NEW
VGT 5,258 273.7%
MRK 2,483 42.4%
VIG 2,343 12.9%
AMZN 2,172 20.8%
JNJ 1,794 29.4%
Unilever PLC 1,744 167.9%
EQH 1,627 NEW
IAU 1,608 NEW
Top Reduces (Value $000, Stocks/ETFs)
VCSH -29,760 -59.7%
SPY -18,803 -12.3%
EFA -9,661 -35.8%
IWD -8,750 -76.6%
IVV -6,883 -37.1%
VCIT -6,391 -34.5%
SDY -6,343 -18.4%
XOM -5,310 -44.9%
IVW -5,301 -17.5%
IVE -5,167 -27.1%
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