TD PRIVATE CLIENT WEALTH LLC

Q3 2020 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2020
Date filed
8/16/2024
Form type
13F-HR
Num holdings
1,111
Total value ($000)
$1,787,021
Net value change ($000)
+74,298 (4.3%)
New positions
48
Sold out positions
40
Turnover %
0.3%
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 Q2 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 10,819 6.5%
VIG 8,178 26.0%
LQD 6,354 26.8%
VCSH 6,171 31.5%
ABT 3,426 574.8%
SHW 3,095 1253.0%
IWD 2,843 106.8%
TMUS 2,712 369.0%
AGG 2,658 71.9%
META 2,572 21.1%
Top Reduces (Value $000, Stocks/ETFs)
IJR -6,916 -45.0%
SHY -6,743 -6.1%
FISV -3,553 -95.1%
V -2,801 -19.3%
D -2,661 -30.7%
BP -2,559 -83.1%
AON -2,103 -83.8%
XOM -2,067 -27.8%
FE -1,844 -51.7%
CVX -1,450 -18.9%
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