TD PRIVATE CLIENT WEALTH LLC

Q4 2020 13F-HR Detailed 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 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 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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TORONTO DOMINION BANK 028-11527