TD PRIVATE CLIENT WEALTH LLC

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
7/15/2025
Form type
13F-HR
Num holdings
1,404
Total value ($000)
$4,070,753
Net value change ($000)
+440,299 (12.1%)
New positions
123
Sold out positions
135
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/29/2025 Next filing: 10/27/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
SPYM 48,885 18.5%
QQQ 42,957 NEW
IEFA 32,465 17.2%
VOOG 20,500 33.5%
SPY 17,849 9.1%
DGRO 14,183 20.4%
MSFT 14,159 30.3%
VXF 12,555 18.3%
NVDA 12,467 47.0%
VMBS 10,216 5.6%
Top Reduces (Value $000, Stocks/ETFs)
UNH -4,253 -65.5%
BMY -4,042 -81.8%
DFS -3,069 -100.0%
IWM -2,489 -21.9%
FISV -2,427 -54.5%
BSV -2,249 -12.2%
TFI -2,230 -24.7%
MRK -2,017 -28.7%
CRM -1,906 -22.1%
APO -1,875 -82.9%
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