Td Private Client Wealth LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 1,415
Total Value: 3630454336
Accession Number: 0001089355-25-000036
Form Type: 13F-HR
CIK: 0001551017
Manager Name: Td Private Client Wealth LLC

Data Enrichment

90% identified

1,270 identified145 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,415 positions • $3,630,454.336K total value

1,415 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 10 of 71

Sort by:

DANAHER CORP /DE/

DHR|235851102

13847(-15.9%)

Value:

$2.8B(-24.9%)

Walt Disney Co

DIS|254687106

28252(+26.7%)

Value:

$2.8B(+12.3%)

LyondellBasell Industries N.V.

LYB|N53745100

39447(+32.3%)

Value:

$2.8B(+25.4%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

2901(+3.4%)

Value:

$2.7B(+6.8%)

92206C706

VGIT|92206C706

46064(+3.6%)

Value:

$2.7B(+6.1%)

PPL Corp

PPL|69351T106

75440(+10.7%)

Value:

$2.7B(+23.1%)

Atlassian Corp

TEAM|049468101

12593(+27.7%)

Value:

$2.7B(+11.3%)

Trane Technologies plc

TT|G8994E103

7887(+7.9%)

Value:

$2.7B(-1.6%)

TC ENERGY CORP

TRP|87807B107

55516(-13.9%)

Value:

$2.6B(-12.7%)

464287887

IJT|464287887

20980(-24.4%)

Value:

$2.6B(-30.4%)

EQUIFAX INC

EFX|294429105

10672(-0.7%)

Value:

$2.6B(-5.1%)

LOCKHEED MARTIN CORP

LMT|539830109

5691(-40.8%)

Value:

$2.5B(-45.5%)

SOUTHERN CO

SO|842587107

27484(+4.1%)

Value:

$2.5B(+16.3%)

Nutrien Ltd.

NTR|67077M108

50614(+16.0%)

Value:

$2.5B(+28.7%)

WATSCO INC

WSO|942622200

4842(-2.8%)

Value:

$2.5B(+4.2%)

921910816

MGK|921910816

7888(+12.5%)

Value:

$2.4B(+1.2%)

Parker-Hannifin Corp

PH|701094104

3972(+181.1%)

Value:

$2.4B(+168.6%)

464287150

ITOT|464287150

19384(+17.6%)

Value:

$2.4B(+11.6%)

ROLLINS INC

ROL|775711104

43391(-2.9%)

Value:

$2.3B(+13.2%)

HCA Healthcare, Inc.

HCA|40412C101

6774(+10.5%)

Value:

$2.3B(+27.2%)

Instrument	Shares		Other Manager	Value
Danaher Corp /De/(DHRcusip235851102)	13.8K	QoQ -15.86% (-2.6K) YoY +31.82% (+3.3K)	All Managers (Combined)	$2.8M	QoQ -24.86% (-$939.3K) YoY +8.21% (+$215.6K)
Walt Disney Co(DIScusip254687106)	28.3K	QoQ +26.72% (+6.0K) YoY +111.57% (+14.9K)	All Managers (Combined)	$2.8M	QoQ +12.32% (+$306.0K) YoY +70.66% (+$1.2M)
Lyondellbasell Industries N.V.(LYBcusipN53745100)	39.4K	QoQ +32.29% (+9.6K) YoY +8.93% (-3.2K)	All Managers (Combined)	$2.8M	QoQ +25.40% (+$562.6K) YoY -25.02% (-$926.8K)
Costco Wholesale Corp /New(COSTcusip22160K105)	2.9K	QoQ +3.42% (+96) YoY -7.34% (-230)	All Managers (Combined)	$2.7M	QoQ +6.75% (+$173.6K) YoY +19.59% (-$449.4K)
(VGITcusip92206C706)	46.1K	QoQ +3.62% (+1.6K) YoY +8.21% (+3.5K)	All Managers (Combined)	$2.7M	QoQ +6.13% (+$158.0K) YoY +9.78% (+$243.8K)
Ppl Corp(PPLcusip69351T106)	75.4K	QoQ +10.69% (+7.3K) YoY +52.25% (+25.9K)	All Managers (Combined)	$2.7M	QoQ +23.13% (+$511.9K) YoY +99.70% (+$1.4M)
Atlassian Corp(TEAMcusip049468101)	12.6K	QoQ +27.69% (+2.7K) YoY +148.13% (+7.5K)	All Managers (Combined)	$2.7M	QoQ +11.33% (+$272.1K) YoY +169.88% (+$1.7M)
Trane Technologies Plc(TTcusipG8994E103)	7.9K	QoQ +7.89% (-577) YoY +607.98% (+6.8K)	All Managers (Combined)	$2.7M	QoQ -1.58% (-$42.7K) YoY +694.58% (+$2.3M)
Tc Energy Corp(TRPcusip87807B107)	55.5K	QoQ -13.90% (-9.0K) YoY -11.26% (-7.0K)	All Managers (Combined)	$2.6M	QoQ -12.72% (-$382.1K) YoY +4.15% (-$104.6K)
(IJTcusip464287887)	21.0K	QoQ -24.38% (-6.8K) YoY -26.75% (-7.7K)	All Managers (Combined)	$2.6M	QoQ -30.45% (-$1.1M) YoY -30.24% (-$1.1M)
Equifax Inc(EFXcusip294429105)	10.7K	QoQ -0.74% (-80) YoY -6.15% (-700)	All Managers (Combined)	$2.6M	QoQ -5.13% (-$140.7K) YoY -14.56% (-$443.0K)
Lockheed Martin Corp(LMTcusip539830109)	5.7K	QoQ -40.77% (-3.9K) YoY -47.01% (-5.0K)	All Managers (Combined)	$2.5M	QoQ -45.55% (-$2.1M) YoY -47.96% (-$2.3M)
Southern Co(SOcusip842587107)	27.5K	QoQ +4.10% (+1.1K) YoY -37.86% (-16.7K)	All Managers (Combined)	$2.5M	QoQ +16.28% (+$353.8K) YoY -20.35% (-$646.0K)
Nutrien Ltd.(NTRcusip67077M108)	50.6K	QoQ +16.01% (+7.0K) YoY +28.02% (+11.1K)	All Managers (Combined)	$2.5M	QoQ +28.72% (+$560.5K) YoY +16.82% (+$361.7K)
Watsco Inc(WSOcusip942622200)	4.8K	QoQ -2.81% (-140) YoY -7.29% (-381)	All Managers (Combined)	$2.5M	QoQ +4.24% (-$100.3K) YoY +9.08% (-$205.0K)
(MGKcusip921910816)	7.9K	QoQ +12.47% (+875) YoY +30.55% (+1.8K)	All Managers (Combined)	$2.4M	QoQ +1.16% (+$28.1K) YoY +40.69% (+$704.7K)
Parker-Hannifin Corp(PHcusip701094104)	4.0K	QoQ +181.10% (+2.6K) YoY +151.71% (+2.4K)	All Managers (Combined)	$2.4M	QoQ +168.64% (+$1.5M) YoY +175.28% (+$1.5M)
(ITOTcusip464287150)	19.4K	QoQ +17.64% (+2.9K) YoY +227.70% (+13.5K)	All Managers (Combined)	$2.4M	QoQ +11.59% (+$245.8K) YoY +246.78% (+$1.7M)
Rollins Inc(ROLcusip775711104)	43.4K	QoQ -2.87% (-1.3K) YoY -6.57% (-3.1K)	All Managers (Combined)	$2.3M	QoQ +13.22% (-$273.8K) YoY +9.09% (-$195.5K)
Hca Healthcare, Inc.(HCAcusip40412C101)	6.8K	QoQ +10.50% (+644) YoY +74.27% (+2.9K)	All Managers (Combined)	$2.3M	QoQ +27.22% (+$500.8K) YoY +80.55% (+$1.0M)