TD PRIVATE CLIENT WEALTH LLC

Q1 2022 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2022
Date filed
8/16/2024
Form type
13F-HR
Num holdings
1,265
Total value ($000)
$2,348,590
Net value change ($000)
-59,186 (-2.5%)
New positions
182
Sold out positions
76
Turnover %
0.7%
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 Q4 2021
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)
VCSH 7,481 10.8%
GUNR 6,828 2014.2%
IWF 5,411 12.6%
VTV 4,674 17.1%
DGRO 3,528 NEW
ALLY 2,830 472.5%
WMB 2,776 86.1%
AXP 2,758 271.2%
SCHD 2,682 24.2%
BMY 2,514 74.2%
Top Reduces (Value $000, Stocks/ETFs)
SPY -21,121 -9.8%
AGG -16,302 -57.4%
SHY -7,053 -9.0%
META -5,424 -40.8%
Unilever PLC -4,786 -74.8%
ICLR -4,432 -89.9%
TRU -4,241 -97.8%
HYG -3,773 -31.4%
IWD -3,599 -14.2%
FCVT -3,379 -81.9%
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