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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StandardAero, Inc.

SARO|85423L103

186

Value:

$5.0M

Woodward, Inc.

WWD|980745103

27(-32.5%)

Value:

$4.9M(-26.0%)

PROSPERITY BANCSHARES INC

PB|743606105

69(+50.0%)

Value:

$4.9M(+42.1%)

HALOZYME THERAPEUTICS, INC.

HALO|40637H109

76(-77.2%)

Value:

$4.8M(-69.6%)

HOME BANCSHARES INC

HOMB|436893200

167(+62.1%)

Value:

$4.7M(+62.0%)

TAKEDA PHARMACEUTICAL CO LTD

TAK|874060205

317(+33.2%)

Value:

$4.7M(+49.6%)

GFL Environmental Inc.

GFL.TO|36168Q104

97(+42.6%)

Value:

$4.7M(+54.6%)

Paramount Global

PARA|92556H206

390(-3.9%)

Value:

$4.7M(+9.8%)

78468R606

197

Value:

$4.6M

Roivant Sciences Ltd.

ROIV|G76279101

454

Value:

$4.6M

Freshpet, Inc.

FRPT|358039105

55(+0.0%)

Value:

$4.6M(-43.8%)

Construction Partners, Inc.

ROAD|21044C107

63(-21.3%)

Value:

$4.5M(-36.0%)

Wingstop Inc.

WING|974155103

20(+66.7%)

Value:

$4.5M(+32.3%)

BANK BRADESCO

BBD|059460303

2019(+0.0%)

Value:

$4.5M(+16.8%)

KEMPER Corp

KMPR|488401100

66(+0.0%)

Value:

$4.4M(+0.6%)

Dutch Bros Inc.

BROS|26701L100

71(+184.0%)

Value:

$4.4M(+234.7%)

Kinsale Capital Group, Inc.

KNSL|49714P108

9(-18.2%)

Value:

$4.4M(-14.4%)

DR REDDYS LABORATORIES LTD

RDY|256135203

330(+0.0%)

Value:

$4.4M(-16.5%)

Shift4 Payments, Inc.

FOUR|82452J109

53(+381.8%)

Value:

$4.3M(+279.2%)

MICROSTRATEGY Inc

MSTR|594972408

Value:

$4.3M

Instrument	Shares		Other Manager	Value
Standardaero, Inc.(SAROcusip85423L103)	186	QoQ NEW(+186) YoY NEW(+186)	All Managers (Combined)	$5.0K	QoQ NEW(+$5.0K) YoY NEW(+$5.0K)
Woodward, Inc.(WWDcusip980745103)	27	QoQ -32.50% (-13) YoY NEW(+27)	All Managers (Combined)	$4.9K	QoQ -25.98% (-$1.7K) YoY NEW(+$4.9K)
Prosperity Bancshares Inc(PBcusip743606105)	69	QoQ +50.00% (+23) YoY NEW(+69)	All Managers (Combined)	$4.9K	QoQ +42.09% (+$1.5K) YoY NEW(+$4.9K)
Halozyme Therapeutics, Inc.(HALOcusip40637H109)	76	QoQ -77.24% (-258) YoY NEW(+76)	All Managers (Combined)	$4.8K	QoQ -69.62% (-$11.1K) YoY NEW(+$4.8K)
Home Bancshares Inc(HOMBcusip436893200)	167	QoQ +62.13% (+64) YoY NEW(+167)	All Managers (Combined)	$4.7K	QoQ +61.95% (+$1.8K) YoY NEW(+$4.7K)
Takeda Pharmaceutical Co Ltd(TAKcusip874060205)	317	QoQ +33.19% (+79) YoY +175.65% (+202)	All Managers (Combined)	$4.7K	QoQ +49.60% (+$1.6K) YoY +195.17% (+$3.1K)
Gfl Environmental Inc.(GFL.TOcusip36168Q104)	97	QoQ +42.64% (+29) YoY NEW(+97)	All Managers (Combined)	$4.7K	QoQ +54.65% (+$1.7K) YoY NEW(+$4.7K)
Paramount Global(PARAcusip92556H206)	390	QoQ -3.94% (-16) YoY -78.59% (-1.4K)	All Managers (Combined)	$4.7K	QoQ +9.81% (-$417) YoY -78.25% (-$16.8K)
(cusip78468R606)✕	197	QoQ NEW(+197) YoY NEW(+197)	All Managers (Combined)	$4.6K	QoQ NEW(+$4.6K) YoY NEW(+$4.6K)
Roivant Sciences Ltd.(ROIVcusipG76279101)	454	QoQ NEW(+454) YoY +20.10% (+76)	All Managers (Combined)	$4.6K	QoQ NEW(+$4.6K) YoY +14.98% (+$597)
Freshpet, Inc.(FRPTcusip358039105)	55	QoQ 0.00% (-0) YoY +120.00% (+30)	All Managers (Combined)	$4.6K	QoQ -43.84% (-$3.6K) YoY +57.88% (+$1.7K)
Construction Partners, Inc.(ROADcusip21044C107)	63	QoQ -21.25% (-17) YoY NEW(+63)	All Managers (Combined)	$4.5K	QoQ -36.01% (-$2.5K) YoY NEW(+$4.5K)
Wingstop Inc.(WINGcusip974155103)	20	QoQ +66.66% (+8) YoY NEW(+20)	All Managers (Combined)	$4.5K	QoQ +32.31% (+$1.1K) YoY NEW(+$4.5K)
Bank Bradesco(BBDcusip059460303)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$4.5K	QoQ +16.75% (+$646) YoY NEW(+$4.5K)
Kemper Corp(KMPRcusip488401100)	66	QoQ 0.00% (+0) YoY NEW(+66)	All Managers (Combined)	$4.4K	QoQ +0.61% (+$27) YoY NEW(+$4.4K)
Dutch Bros Inc.(BROScusip26701L100)	71	QoQ +184.00% (+46) YoY NEW(+71)	All Managers (Combined)	$4.4K	QoQ +234.65% (+$3.1K) YoY NEW(+$4.4K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	9	QoQ -18.18% (-2) YoY +125.00% (+5)	All Managers (Combined)	$4.4K	QoQ -14.38% (-$736) YoY +108.67% (+$2.3K)
Dr Reddys Laboratories Ltd(RDYcusip256135203)	330	QoQ 0.00% (-0) YoY NEW(+330)	All Managers (Combined)	$4.4K	QoQ -16.46% (-$858) YoY NEW(+$4.4K)
Shift4 Payments, Inc.(FOURcusip82452J109)	53	QoQ +381.81% (+42) YoY +381.81% (+42)	All Managers (Combined)	$4.3K	QoQ +279.24% (+$3.2K) YoY +495.73% (+$3.6K)
Microstrategy Inc(MSTRcusip594972408)	15	QoQ NEW(+15) YoY NEW(+15)	All Managers (Combined)	$4.3K	QoQ NEW(+$4.3K) YoY NEW(+$4.3K)