TD PRIVATE CLIENT WEALTH LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 18, 2024
Value $
$3.48B
Signature - Title
Jeffrey Sundram - Vice President and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by TD PRIVATE CLIENT WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TD PRIVATE CLIENT WEALTH LLC reported 1278 stock holdings with total value $3.48B as of Q3 2024. Top holdings included SPLG, SPY, VMBS, IEFA, and GOVT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,278 $3.48B +$304M -$174M +$130M SPLG, SPY, VMBS, IEFA, GOVT 13F-HR 11/18/2024, 03:32 PM
Q2 2024 1,215 $3.18B +$229M -$97.3M +$132M SPY, SPLG, VMBS, IEFA, GOVT 13F-HR 8/14/2024, 01:15 PM
Q1 2024 1,215 $3.05B +$240M -$116M +$124M SPY, SPLG, VMBS, IEFA, GOVT 13F-HR 8/16/2024, 10:45 AM
Q4 2023 1,217 $2.77B +$591M -$348M +$244M SPY, SPLG, VMBS, GOVT, IEFA 13F-HR 8/16/2024, 10:43 AM
Q3 2023 1,212 $2.31B +$197M -$122M +$75.4M SPY, IEF, SHY, VCSH, VMBS 13F-HR 8/16/2024, 10:42 AM
Q2 2023 1,258 $2.31B +$123M -$132M -$9.04M SPY, IEF, SHY, VCSH, VIG 13F-HR 8/16/2024, 10:41 AM
Q1 2023 1,238 $2.23B +$217M -$182M +$35.2M SPY, SHY, IEF, VCSH, VIG 13F-HR 8/16/2024, 10:39 AM
Q4 2022 1,208 $2.12B +$188M -$173M +$14.4M SPY, VCSH, SHY, IEF, BSV 13F-HR 8/16/2024, 10:38 AM
Q3 2022 1,211 $1.96B +$125M -$72.8M +$52.4M SPY, SHY, VCSH, IEF, MSFT 13F-HR 8/16/2024, 10:37 AM
Q2 2022 1,223 $2.05B +$161M -$138M +$23M SPY, SHY, VCSH, VIG, MSFT 13F-HR 8/16/2024, 10:36 AM
Q1 2022 1,265 $2.35B +$206M -$144M +$62M SPY, VCSH, SHY, VIG, MSFT 13F-HR 8/16/2024, 10:34 AM
Q4 2021 1,159 $2.41B +$148M -$245M -$96.7M SPY, SHY, VCSH, VIG, MSFT 13F-HR 8/16/2024, 10:32 AM
Q3 2021 1,211 $2.34B +$111M -$93.3M +$17.5M SPY, VCSH, SHY, VIG, MSFT 13F-HR 8/16/2024, 10:31 AM
Q2 2021 1,219 $2.34B +$165M -$89.7M +$75M SPY, SHY, VCSH, VIG, MSFT 13F-HR 8/16/2024, 10:29 AM
Q1 2021 1,165 $2.14B +$180M -$109M +$70.9M SPY, SHY, VIG, MSFT, VCSH 13F-HR 8/16/2024, 10:26 AM
Q4 2020 1,142 $1.97B +$166M -$136M +$29.5M SPY, SHY, VIG, MSFT, IVW 13F-HR 8/16/2024, 10:23 AM
Q3 2020 1,111 $1.79B +$110M -$119M -$8.99M SPY, SHY, MSFT, VIG, IVW 13F-HR 8/16/2024, 10:22 AM
Q2 2020 1,102 $1.71B +$193M -$95.9M +$96.8M SPY, SHY, MSFT, VIG, IVW 13F-HR 8/16/2024, 10:21 AM
Q1 2020 1,071 $1.4B +$171M -$127M +$44.7M SPY, SHY, MSFT, SDY, IVW 13F-HR 8/16/2024, 10:19 AM
Q4 2019 1,068 $1.67B $0 $0 SPY, VCSH, SHY, SDY, MSFT 13F-HR 8/16/2024, 10:16 AM