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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COCA COLA CO

KO|191216100

100794(+26.6%)

Value:

$7.2B(+45.6%)

464288158

67807(+35.1%)

Value:

$7.2B(+35.3%)

ENTERGY CORP /DE/

ETR|29364G103

82377(+5.7%)

Value:

$7.0B(+19.2%)

HOME DEPOT, INC.

HD|437076102

19203(+1.2%)

Value:

$7.0B(-4.6%)

464287168

DVY|464287168

52282(+6.8%)

Value:

$7.0B(+9.3%)

Merck & Co., Inc.

MRK|58933Y105

78174(+13.4%)

Value:

$7.0B(+2.4%)

464288679

62832(-23.0%)

Value:

$6.9B(-22.7%)

LINDE PLC

LIN|G54950103

14504(+5.2%)

Value:

$6.8B(+17.0%)

Arthur J. Gallagher & Co.

AJG|363576109

19548(-0.9%)

Value:

$6.7B(+20.5%)

UNITEDHEALTH GROUP INC

UNH|91324P102

12400(-34.6%)

Value:

$6.5B(-32.3%)

CISCO SYSTEMS, INC.

CSCO|17275R102

103804(+6.8%)

Value:

$6.4B(+11.4%)

464287671

IUSG|464287671

49572(+23.5%)

Value:

$6.3B(+12.6%)

Duke Energy CORP

DUK|26441C204

51629(+3.6%)

Value:

$6.3B(+17.3%)

BANK OF AMERICA CORP /DE/

BAC|060505104

148208(+7.3%)

Value:

$6.2B(+1.9%)

EXXON MOBIL CORP

XOM|30231G102

52000(+25.7%)

Value:

$6.2B(+39.0%)

Sanofi

SNY|80105N105

108510(+16.6%)

Value:

$6.0B(+34.1%)

Alphabet Inc.

GOOG|02079K107

38490(+15.0%)

Value:

$6.0B(-5.7%)

PAYCHEX INC

PAYX|704326107

38738(-9.7%)

Value:

$6.0B(-0.6%)

ABBOTT LABORATORIES

ABT|002824100

42170(+7.0%)

Value:

$5.6B(+25.6%)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

31476(+3.3%)

Value:

$5.5B(-5.9%)

Instrument	Shares		Other Manager	Value
Coca Cola Co(KOcusip191216100)	100.8K	QoQ +26.60% (+21.2K) YoY +26.19% (+20.9K)	All Managers (Combined)	$7.2M	QoQ +45.63% (+$2.3M) YoY +47.72% (+$2.3M)
(cusip464288158)✕	67.8K	QoQ +35.15% (+17.6K) YoY +154.36% (+41.1K)	All Managers (Combined)	$7.2M	QoQ +35.30% (+$1.9M) YoY +156.48% (+$4.4M)
Entergy Corp /De/(ETRcusip29364G103)	82.4K	QoQ +5.74% (+4.5K) YoY +267.77% (+60.0K)	All Managers (Combined)	$7.0M	QoQ +19.22% (+$1.1M) YoY +197.50% (+$4.7M)
Home Depot, Inc.(HDcusip437076102)	19.2K	QoQ +1.22% (-232) YoY +14.52% (+2.4K)	All Managers (Combined)	$7.0M	QoQ -4.63% (-$341.9K) YoY +9.41% (+$605.5K)
(DVYcusip464287168)	52.3K	QoQ +6.85% (+3.4K) YoY +30.68% (+12.3K)	All Managers (Combined)	$7.0M	QoQ +9.29% (+$597.3K) YoY +42.46% (+$2.1M)
Merck & Co., Inc.(MRKcusip58933Y105)	78.2K	QoQ +13.43% (+9.3K) YoY -12.25% (-10.9K)	All Managers (Combined)	$7.0M	QoQ +2.35% (+$161.1K) YoY -40.30% (-$4.7M)
(cusip464288679)✕	62.8K	QoQ -22.98% (-18.7K) YoY -24.24% (-20.1K)	All Managers (Combined)	$6.9M	QoQ -22.73% (-$2.0M) YoY -24.29% (-$2.2M)
Linde Plc(LINcusipG54950103)	14.5K	QoQ +5.17% (+713) YoY -8.65% (-1.4K)	All Managers (Combined)	$6.8M	QoQ +16.96% (+$979.8K) YoY -8.39% (-$618.8K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	19.5K	QoQ -0.95% (-188) YoY +1.93% (+371)	All Managers (Combined)	$6.7M	QoQ +20.46% (-$1.1M) YoY +40.74% (+$2.0M)
Unitedhealth Group Inc(UNHcusip91324P102)	12.4K	QoQ -34.59% (-6.6K) YoY -40.25% (-8.4K)	All Managers (Combined)	$6.5M	QoQ -32.28% (-$3.1M) YoY -36.74% (-$3.8M)
Cisco Systems, Inc.(CSCOcusip17275R102)	103.8K	QoQ +6.84% (+6.6K) YoY -19.66% (-25.4K)	All Managers (Combined)	$6.4M	QoQ +11.37% (+$654.1K) YoY -0.66% (-$43.1K)
(IUSGcusip464287671)	49.6K	QoQ +23.47% (+9.4K) YoY +50.94% (+16.7K)	All Managers (Combined)	$6.3M	QoQ +12.60% (+$705.0K) YoY +63.65% (+$2.5M)
Duke Energy Corp(DUKcusip26441C204)	51.6K	QoQ +3.62% (+1.8K) YoY -11.97% (-7.0K)	All Managers (Combined)	$6.3M	QoQ +17.31% (+$929.5K) YoY +11.01% (-$624.6K)
Bank Of America Corp /De/(BACcusip060505104)	148.2K	QoQ +7.28% (+10.1K) YoY +12.53% (+16.5K)	All Managers (Combined)	$6.2M	QoQ +1.86% (+$113.3K) YoY +23.83% (+$1.2M)
Exxon Mobil Corp(XOMcusip30231G102)	52.0K	QoQ +25.74% (+10.6K) YoY +64.59% (+20.4K)	All Managers (Combined)	$6.2M	QoQ +39.02% (+$1.7M) YoY +68.40% (+$2.5M)
Sanofi(SNYcusip80105N105)	108.5K	QoQ +16.63% (+15.5K) YoY +5.29% (+5.5K)	All Managers (Combined)	$6.0M	QoQ +34.12% (+$1.5M) YoY +20.15% (+$1.0M)
Alphabet Inc.(GOOGcusip02079K107)	38.5K	QoQ +14.97% (-5.0K) YoY +5.96% (+2.2K)	All Managers (Combined)	$6.0M	QoQ -5.67% (-$362.1K) YoY +8.72% (+$482.7K)
Paychex Inc(PAYXcusip704326107)	38.7K	QoQ -9.66% (-4.1K) YoY +6.55% (+2.4K)	All Managers (Combined)	$6.0M	QoQ -0.61% (-$36.7K) YoY +33.87% (+$1.5M)
Abbott Laboratories(ABTcusip002824100)	42.2K	QoQ +7.05% (+2.8K) YoY +29.72% (+9.7K)	All Managers (Combined)	$5.6M	QoQ +25.55% (+$1.1M) YoY +51.40% (+$1.9M)
Pnc Financial Services Group, Inc.(PNCcusip693475105)	31.5K	QoQ +3.27% (-998) YoY -0.61% (-194)	All Managers (Combined)	$5.5M	QoQ -5.87% (-$345.1K) YoY +8.10% (-$414.7K)