TD PRIVATE CLIENT WEALTH LLC

Q1 2020 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/16/2024 Next filing: 8/16/2024 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TORONTO DOMINION BANK 028-11527