TD PRIVATE CLIENT WEALTH LLC

Q3 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2024
Date filed
11/18/2024
Form type
13F-HR
Num holdings
1,281
Total value ($000)
$3,477,381
Net value change ($000)
+301,564 (9.5%)
New positions
89
Sold out positions
25
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2024 Next filing: 2/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
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)
TLT 41,822 2364.2%
SPYM 35,358 19.5%
IEFA 28,658 24.3%
VMBS 23,031 17.6%
GOVT 18,580 16.9%
AGG 16,542 177.5%
VXF 11,761 24.5%
DGRO 9,625 23.2%
VGSH 8,417 14.2%
VIG 8,085 10.6%
Top Reduces (Value $000, Stocks/ETFs)
TLH -31,085 -97.3%
IVV -24,460 -40.9%
SHY -12,440 -13.7%
NVDA -4,051 -12.3%
GOOGL -3,057 -14.2%
KLAC -2,814 -51.1%
LRCX -2,726 -56.0%
VCSH -2,446 -4.6%
AMAT -2,269 -42.8%
CAG -2,267 -96.8%
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