SEC 13F Intelligence

Managers / Q3 2024 · view latest →

TD PRIVATE CLIENT WEALTH LLC

CIK 0001551017 · 1 VANDERBILT AVENUE, 23RD FLOOR, NEW YORK, NY, 10017 · (954) 205-4902

Reported Value
$3.5B
Q3 2024
Positions
1,281
Filings on Record
26
2019–present window
Filed
Nov 18, 2024
original filing

Summary

Td Private Client Wealth Llc reported $3.5B in U.S.-listed holdings across 1,281 positions for Q3 2024.

Its largest position, SPYM, represents 6.2% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $3.0BQ2 ’24Q3 ’24: $3.5BQ3 ’24Q4 ’24: $3.6BQ4 ’24Q1 ’25: $3.6BQ1 ’25Q2 ’25: $4.1BQ2 ’25Q3 ’25: $4.4BQ3 ’25Q4 ’25: $4.7BQ4 ’25Q1 ’26: $4.8BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.8B1,649Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$4.7B1,632Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.4B1,535Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$4.1B1,404Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.6B1,415Apr 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.6B1,313Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.5B1,281Nov 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.0B1,215Aug 16, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • TORONTO DOMINION BANK028-11527

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.