TD PRIVATE CLIENT WEALTH LLC

Q2 2020 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2020
Date filed
8/16/2024
Form type
13F-HR
Num holdings
1,102
Total value ($000)
$1,712,723
Net value change ($000)
+314,950 (22.5%)
New positions
98
Sold out positions
67
Turnover %
1.1%
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 Q1 2020
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 32,337 24.2%
MSFT 12,686 36.6%
VIG 11,006 53.7%
AMZN 10,489 83.3%
SPIP 6,044 NEW
GOOGL 6,035 60.2%
VUG 5,465 27.4%
VEU 5,007 39.5%
IWM 4,842 45.2%
IVW 4,714 18.9%
Top Reduces (Value $000, Stocks/ETFs)
IVE -5,692 -41.0%
GILD -3,460 -58.8%
WELL -3,271 -82.9%
PFE -2,350 -16.0%
DVY -1,947 -36.6%
ROST -1,413 -75.7%
TXN -1,323 -39.6%
WFC -1,315 -50.5%
BP -1,295 -29.6%
KMB -1,247 -34.6%
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