TD PRIVATE CLIENT WEALTH LLC

Q4 2022 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2022
Date filed
8/16/2024
Form type
13F-HR
Num holdings
1,208
Total value ($000)
$2,116,728
Net value change ($000)
+161,056 (8.2%)
New positions
56
Sold out positions
61
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 Q3 2022
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)
IVV 17,459 170.4%
IWB 16,556 371.2%
BSV 14,464 39.6%
IEF 12,171 27.9%
IWD 11,901 64.3%
EFA 11,574 63.6%
AGG 9,836 161.9%
IWF 7,338 22.1%
SHV 6,217 132.4%
VOO 5,766 35.1%
Top Reduces (Value $000, Stocks/ETFs)
SHY -18,719 -23.1%
SPY -7,857 -4.9%
AMZN -7,837 -35.4%
IVW -5,771 -20.0%
IVE -4,893 -23.8%
VCSH -2,937 -4.2%
GOOGL -2,798 -31.9%
BND -2,376 -18.4%
META -2,125 -48.5%
PPG -2,014 -54.2%
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