TD PRIVATE CLIENT WEALTH LLC

Q4 2020 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2020
Date filed
8/16/2024
Form type
13F-HR
Num holdings
1,142
Total value ($000)
$1,970,762
Net value change ($000)
+183,741 (10.3%)
New positions
59
Sold out positions
28
Turnover %
0.5%
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 Q3 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)
VIG 10,041 25.3%
IWD 9,394 170.6%
VCSH 7,082 27.5%
IVW 7,044 22.9%
AGG 6,396 100.7%
IWM 6,202 40.4%
IWF 5,440 34.6%
SPY 4,719 2.7%
VUG 4,560 17.0%
XYZ 4,121 1056.7%
Top Reduces (Value $000, Stocks/ETFs)
SHY -13,914 -13.5%
UPS -4,061 -48.3%
GSK -2,992 -75.1%
FIS -2,772 -82.6%
T -2,488 -27.4%
BIL -2,195 -95.1%
LLY -2,160 -70.0%
BSX -2,129 -52.0%
FE -1,631 -94.6%
DG -1,498 -38.8%
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