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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92204A702

VGT|92204A702

19141(+6.5%)

Value:

$10.4B(-7.1%)

JOHNSON & JOHNSON

JNJ|478160104

61908(+9.8%)

Value:

$10.3B(+25.9%)

921937793

BLV|921937793

142370(+17.8%)

Value:

$10.0B(+21.3%)

VISA INC.

V|92826C839

27497(-14.7%)

Value:

$9.6B(-5.3%)

Prologis, Inc.

PLD|74340W103

85435(+25.6%)

Value:

$9.6B(+32.9%)

921946885

146882(+1.5%)

Value:

$9.4B(+3.2%)

78468R721

200022(+7.2%)

Value:

$9.0B(+5.9%)

Medtronic plc

MDT|G5960L103

98425(+68.9%)

Value:

$8.8B(+90.0%)

Salesforce, Inc.

CRM|79466L302

32180(+9.5%)

Value:

$8.6B(-12.1%)

US BANCORP \DE\

USB|902973304

203684(+2.8%)

Value:

$8.6B(-9.2%)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

74537(+5.9%)

Value:

$8.1B(+25.5%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

15049(-0.8%)

Value:

$8.0B(+16.6%)

233051432

218436(+19.0%)

Value:

$7.9B(+19.3%)

922907746

VTEB|922907746

152555(+2.0%)

Value:

$7.6B(+0.9%)

Kenvue Inc.

KVUE|49177J102

314380(+12.4%)

Value:

$7.5B(+26.2%)

AMGEN INC

AMGN|031162100

24113(+6.5%)

Value:

$7.5B(+27.3%)

NEXTERA ENERGY INC

NEE|65339F101

103844(+4.4%)

Value:

$7.4B(+3.2%)

NETFLIX INC

NFLX|64110L106

7892(+54.5%)

Value:

$7.4B(+61.6%)

464288448

234479(-11.1%)

Value:

$7.3B(+0.8%)

Walmart Inc.

WMT|931142103

82352(+3.8%)

Value:

$7.2B(+0.9%)

Instrument	Shares		Other Manager	Value
(VGTcusip92204A702)	19.1K	QoQ +6.54% (-1.2K) YoY -6.94% (-1.4K)	All Managers (Combined)	$10.4M	QoQ -7.06% (-$789.6K) YoY -3.74% (-$403.5K)
Johnson & Johnson(JNJcusip478160104)	61.9K	QoQ +9.75% (+5.5K) YoY +136.54% (+35.7K)	All Managers (Combined)	$10.3M	QoQ +25.85% (+$2.1M) YoY +147.98% (+$6.1M)
(BLVcusip921937793)	142.4K	QoQ +17.84% (+21.6K) YoY +64.05% (+55.6K)	All Managers (Combined)	$10.0M	QoQ +21.27% (+$1.8M) YoY +59.71% (+$3.7M)
Visa Inc.(Vcusip92826C839)	27.5K	QoQ -14.65% (-4.7K) YoY -49.92% (-27.4K)	All Managers (Combined)	$9.6M	QoQ -5.35% (-$545.6K) YoY -37.16% (-$5.7M)
Prologis, Inc.(PLDcusip74340W103)	85.4K	QoQ +25.65% (+17.4K) YoY +106.11% (+44.0K)	All Managers (Combined)	$9.6M	QoQ +32.89% (+$2.4M) YoY +76.94% (+$4.2M)
(cusip921946885)✕	146.9K	QoQ +1.54% (+2.2K) YoY +9.51% (+12.8K)	All Managers (Combined)	$9.4M	QoQ +3.23% (+$295.3K) YoY +10.11% (+$866.2K)
(cusip78468R721)✕	200.0K	QoQ +7.22% (+13.5K) YoY +53.52% (+69.7K)	All Managers (Combined)	$9.0M	QoQ +5.93% (+$504.9K) YoY +48.86% (+$3.0M)
Medtronic Plc(MDTcusipG5960L103)	98.4K	QoQ +68.90% (+40.2K) YoY +65.40% (+38.9K)	All Managers (Combined)	$8.8M	QoQ +90.00% (+$4.2M) YoY +70.54% (+$3.7M)
Salesforce, Inc.(CRMcusip79466L302)	32.2K	QoQ +9.51% (-2.8K) YoY +194.01% (+21.2K)	All Managers (Combined)	$8.6M	QoQ -12.09% (-$1.2M) YoY +161.97% (+$5.3M)
Us Bancorp \De\(USBcusip902973304)	203.7K	QoQ +2.84% (-5.6K) YoY +11.85% (+21.6K)	All Managers (Combined)	$8.6M	QoQ -9.21% (-$873.2K) YoY +5.64% (+$459.7K)
American Electric Power Co Inc(AEPcusip025537101)	74.5K	QoQ +5.90% (+4.2K) YoY +7.38% (+5.1K)	All Managers (Combined)	$8.1M	QoQ +25.47% (+$1.7M) YoY +36.27% (+$2.2M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	15.0K	QoQ -0.75% (-114) YoY -26.48% (-5.4K)	All Managers (Combined)	$8.0M	QoQ +16.61% (-$1.1M) YoY -6.89% (-$593.2K)
(cusip233051432)✕	218.4K	QoQ +19.03% (+34.9K) YoY +14.81% (+28.2K)	All Managers (Combined)	$7.9M	QoQ +19.26% (+$1.3M) YoY +16.23% (+$1.1M)
(VTEBcusip922907746)	152.6K	QoQ +1.97% (+3.0K) YoY +37.12% (+41.3K)	All Managers (Combined)	$7.6M	QoQ +0.93% (+$70.3K) YoY +34.46% (+$1.9M)
Kenvue Inc.(KVUEcusip49177J102)	314.4K	QoQ +12.38% (+34.7K) YoY +161.95% (+194.4K)	All Managers (Combined)	$7.5M	QoQ +26.23% (+$1.6M) YoY +192.71% (+$5.0M)
Amgen Inc(AMGNcusip031162100)	24.1K	QoQ +6.51% (+1.5K) YoY +14.51% (+3.1K)	All Managers (Combined)	$7.5M	QoQ +27.32% (+$1.6M) YoY +25.48% (+$1.5M)
Nextera Energy Inc(NEEcusip65339F101)	103.8K	QoQ +4.39% (+4.4K) YoY +23.11% (+19.5K)	All Managers (Combined)	$7.4M	QoQ +3.22% (+$230.3K) YoY +36.56% (+$2.0M)
Netflix Inc(NFLXcusip64110L106)	7.9K	QoQ +54.47% (+2.8K) YoY +146.62% (+4.7K)	All Managers (Combined)	$7.4M	QoQ +61.61% (+$2.8M) YoY +278.68% (+$5.4M)
(cusip464288448)✕	234.5K	QoQ -11.05% (-29.1K) YoY -17.35% (-49.2K)	All Managers (Combined)	$7.3M	QoQ +0.77% (-$55.8K) YoY -8.56% (-$681.7K)
Walmart Inc.(WMTcusip931142103)	82.4K	QoQ +3.83% (+3.0K) YoY -23.99% (-26.0K)	All Managers (Combined)	$7.2M	QoQ +0.89% (+$64.1K) YoY +10.89% (-$710.5K)