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

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AbbVie Inc.

ABBV|00287Y109

78953(+15.5%)

Value:

$16.5B(+36.2%)

464287663

IUSV|464287663

173466(-4.8%)

Value:

$16.0B(-5.2%)

808524300

SCHG|808524300

637150(+38.0%)

Value:

$16.0B(+24.0%)

464287804

IJR|464287804

150279(+0.6%)

Value:

$15.7B(-8.7%)

Alphabet Inc.

GOOGL|02079K305

98471(-3.4%)

Value:

$15.2B(-21.1%)

72201R783

151520(+8.6%)

Value:

$14.2B(+8.5%)

922908629

VO|922908629

54842(+13.9%)

Value:

$14.2B(+11.5%)

921937819

BIV|921937819

178677(-1.3%)

Value:

$13.7B(+1.2%)

78464A763

SDY|78464A763

99275(-13.7%)

Value:

$13.5B(-11.4%)

CHEVRON CORP

CVX|166764100

77968(+5.6%)

Value:

$13.0B(+22.0%)

SPDR GOLD TRUST

GLD|78463V107

44695(+13.1%)

Value:

$12.9B(+34.6%)

464287440

IEF|464287440

131901(-0.1%)

Value:

$12.6B(+3.1%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

269244(+3.0%)

Value:

$12.2B(+16.9%)

78468R739

248549(-4.0%)

Value:

$11.8B(-3.6%)

464287655

IWM|464287655

57028(-6.3%)

Value:

$11.4B(-15.4%)

464287622

IWB|464287622

36672(+7.5%)

Value:

$11.2B(+2.4%)

921937835

BND|921937835

146621(+14.2%)

Value:

$10.8B(+16.6%)

Mastercard Inc

MA|57636Q104

19388(-1.9%)

Value:

$10.6B(+2.1%)

Broadcom Inc.

AVGO|11135F101

62575(+5.4%)

Value:

$10.5B(-23.9%)

922908751

VB|922908751

46985(+16.3%)

Value:

$10.4B(+7.4%)

Instrument	Shares		Other Manager	Value
Abbvie Inc.(ABBVcusip00287Y109)	79.0K	QoQ +15.52% (+10.6K) YoY +21.53% (+14.0K)	All Managers (Combined)	$16.5M	QoQ +36.20% (+$4.4M) YoY +39.83% (+$4.7M)
(IUSVcusip464287663)	173.5K	QoQ -4.85% (-8.9K) YoY -11.66% (-22.9K)	All Managers (Combined)	$16.0M	QoQ -5.16% (-$872.5K) YoY -9.86% (-$1.8M)
(SCHGcusip808524300)	637.1K	QoQ +38.05% (+175.6K) YoY +776.26% (+564.4K)	All Managers (Combined)	$16.0M	QoQ +24.03% (+$3.1M) YoY +136.64% (+$9.2M)
(IJRcusip464287804)	150.3K	QoQ +0.64% (-961) YoY +0.67% (-1.0K)	All Managers (Combined)	$15.7M	QoQ -8.65% (-$1.5M) YoY -4.74% (-$783.2K)
Alphabet Inc.(GOOGLcusip02079K305)	98.5K	QoQ -3.36% (-3.4K) YoY -23.61% (-30.4K)	All Managers (Combined)	$15.2M	QoQ -21.05% (-$4.1M) YoY -21.77% (-$4.2M)
(cusip72201R783)✕	151.5K	QoQ +8.56% (+12.0K) YoY +71.44% (+63.1K)	All Managers (Combined)	$14.2M	QoQ +8.54% (+$1.1M) YoY +71.77% (+$5.9M)
(VOcusip922908629)	54.8K	QoQ +13.88% (+6.7K) YoY +12.32% (+6.0K)	All Managers (Combined)	$14.2M	QoQ +11.50% (+$1.5M) YoY +16.26% (+$2.0M)
(BIVcusip921937819)	178.7K	QoQ -1.27% (-2.3K) YoY +42.78% (+53.5K)	All Managers (Combined)	$13.7M	QoQ +1.16% (-$156.9K) YoY +45.00% (+$4.2M)
(SDYcusip78464A763)	99.3K	QoQ -13.73% (-15.8K) YoY -27.82% (-38.3K)	All Managers (Combined)	$13.5M	QoQ -11.39% (-$1.7M) YoY -25.38% (-$4.6M)
Chevron Corp(CVXcusip166764100)	78.0K	QoQ +5.62% (+4.2K) YoY +2.32% (+1.8K)	All Managers (Combined)	$13.0M	QoQ +21.99% (+$2.4M) YoY +8.51% (+$1.0M)
Spdr Gold Trust(GLDcusip78463V107)	44.7K	QoQ +13.09% (+5.2K) YoY +28.88% (+10.0K)	All Managers (Combined)	$12.9M	QoQ +34.59% (+$3.3M) YoY +80.52% (+$5.7M)
(IEFcusip464287440)	131.9K	QoQ -0.09% (-122) YoY -21.87% (-36.9K)	All Managers (Combined)	$12.6M	QoQ +3.06% (-$373.9K) YoY -21.29% (-$3.4M)
Verizon Communications Inc(VZcusip92343V104)	269.2K	QoQ +3.05% (+8.0K) YoY +8.18% (+20.4K)	All Managers (Combined)	$12.2M	QoQ +16.89% (+$1.8M) YoY +16.95% (+$1.8M)
(cusip78468R739)✕	248.5K	QoQ -4.05% (-10.5K) YoY +18.09% (+38.1K)	All Managers (Combined)	$11.8M	QoQ -3.62% (-$445.5K) YoY +18.48% (+$1.8M)
(IWMcusip464287655)	57.0K	QoQ -6.28% (-3.8K) YoY -9.64% (-6.1K)	All Managers (Combined)	$11.4M	QoQ -15.38% (-$2.1M) YoY -14.29% (-$1.9M)
(IWBcusip464287622)	36.7K	QoQ +7.55% (+2.6K) YoY +36.44% (+9.8K)	All Managers (Combined)	$11.2M	QoQ +2.41% (+$264.7K) YoY +45.31% (+$3.5M)
(BNDcusip921937835)	146.6K	QoQ +14.19% (+18.2K) YoY +11.74% (+15.4K)	All Managers (Combined)	$10.8M	QoQ +16.64% (+$1.5M) YoY +13.00% (+$1.2M)
Mastercard Inc(MAcusip57636Q104)	19.4K	QoQ -1.90% (-376) YoY +11.95% (+2.1K)	All Managers (Combined)	$10.6M	QoQ +2.11% (-$219.8K) YoY +27.43% (+$2.3M)
Broadcom Inc.(AVGOcusip11135F101)	62.6K	QoQ +5.41% (-3.2K) YoY +835.07% (+55.9K)	All Managers (Combined)	$10.5M	QoQ -23.87% (-$3.3M) YoY +18.12% (+$1.6M)
(VBcusip922908751)	47.0K	QoQ +16.33% (+6.6K) YoY +51.88% (+16.1K)	All Managers (Combined)	$10.4M	QoQ +7.36% (+$714.5K) YoY +47.34% (+$3.3M)