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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Clear Secure, Inc.

YOU|18467V109

Value:

$1.4M

MURPHY OIL CORP

MUR|626717102

Value:

$1.4M

Meritage Homes CORP

MTH|59001A102

Value:

$1.4M

Limbach Holdings, Inc.

LMB|53263P105

Value:

$1.4M

HEALTHEQUITY, INC.

HQY|42226A107

Value:

$1.4M

SM Energy Co

SM|78454L100

Value:

$1.4M

Macy's, Inc.

M|55616P104

112(+5.7%)

Value:

$1.4M(-21.6%)

ATI INC

ATI|01741R102

Value:

$1.4M

Farmland Partners Inc.

FPI|31154R109

125(+0.0%)

Value:

$1.4M(-5.2%)

CALIX, INC

CALX|13100M509

39(-80.0%)

Value:

$1.4M(-79.7%)

INTERPARFUMS INC

IPAR|458334109

Value:

$1.4M

Archrock, Inc.

AROC|03957W106

Value:

$1.4M

Voya Financial, Inc.

VOYA|929089100

Value:

$1.4M

Nu Holdings Ltd.

NU|G6683N103

131(+12.9%)

Value:

$1.3M(+11.6%)

eXp World Holdings, Inc.

EXPI|30212W100

136(+18.3%)

Value:

$1.3M(+0.5%)

Edgewise Therapeutics, Inc.

EWTX|28036F105

Value:

$1.3M

IonQ, Inc.

IONQ|46222L108

Value:

$1.3M

XPO, Inc.

XPO|983793100

12(+0.0%)

Value:

$1.3M(-18.0%)

COGENT COMMUNICATIONS HOLDINGS, INC.

CCOI|19239V302

21(+0.0%)

Value:

$1.3M(-20.4%)

COLUMBIA SPORTSWEAR CO

COLM|198516106

17(-19.0%)

Value:

$1.3M(-27.0%)

Instrument	Shares		Other Manager	Value
Clear Secure, Inc.(YOUcusip18467V109)	55	QoQ NEW(+55) YoY NEW(+55)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
Murphy Oil Corp(MURcusip626717102)	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
Meritage Homes Corp(MTHcusip59001A102)	20	QoQ NEW(+20) YoY -97.78% (-884)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY -99.10% (-$157.2K)
Limbach Holdings, Inc.(LMBcusip53263P105)	19	QoQ NEW(+19) YoY NEW(+19)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
Healthequity, Inc.(HQYcusip42226A107)	16	QoQ NEW(+16) YoY NEW(+16)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
Sm Energy Co(SMcusip78454L100)	47	QoQ NEW(+47) YoY NEW(+47)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
Macy'S, Inc.(Mcusip55616P104)	112	QoQ +5.66% (-6) YoY +5.66% (-6)	All Managers (Combined)	$1.4K	QoQ -21.61% (-$388) YoY -33.60% (-$712)
Ati Inc(ATIcusip01741R102)	27	QoQ NEW(+27) YoY NEW(+27)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
Farmland Partners Inc.(FPIcusip31154R109)	125	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4K	QoQ -5.17% (-$76) YoY +0.43% (+$6)
Calix, Inc(CALXcusip13100M509)	39	QoQ -80.00% (-156) YoY NEW(+39)	All Managers (Combined)	$1.4K	QoQ -79.67% (-$5.4K) YoY NEW(+$1.4K)
Interparfums Inc(IPARcusip458334109)	12	QoQ NEW(+12) YoY NEW(+12)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
Archrock, Inc.(AROCcusip03957W106)	52	QoQ NEW(+52) YoY NEW(+52)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
Voya Financial, Inc.(VOYAcusip929089100)	20	QoQ NEW(+20) YoY NEW(+20)	All Managers (Combined)	$1.4K	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
Nu Holdings Ltd.(NUcusipG6683N103)	131	QoQ +12.93% (+15) YoY -30.31% (-57)	All Managers (Combined)	$1.3K	QoQ +11.56% (+$139) YoY -40.21% (-$902)
Exp World Holdings, Inc.(EXPIcusip30212W100)	136	QoQ +18.26% (+21) YoY NEW(+136)	All Managers (Combined)	$1.3K	QoQ +0.45% (+$6) YoY NEW(+$1.3K)
Edgewise Therapeutics, Inc.(EWTXcusip28036F105)	60	QoQ NEW(+60) YoY NEW(+60)	All Managers (Combined)	$1.3K	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)
Ionq, Inc.(IONQcusip46222L108)	59	QoQ NEW(+59) YoY NEW(+59)	All Managers (Combined)	$1.3K	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)
Xpo, Inc.(XPOcusip983793100)	12	QoQ 0.00% (-0) YoY -42.85% (-9)	All Managers (Combined)	$1.3K	QoQ -17.97% (-$283) YoY -49.62% (-$1.3K)
Cogent Communications Holdings, Inc.(CCOIcusip19239V302)	21	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3K	QoQ -20.39% (-$330) YoY -6.12% (-$84)
Columbia Sportswear Co(COLMcusip198516106)	17	QoQ -19.04% (-4) YoY NEW(+17)	All Managers (Combined)	$1.3K	QoQ -26.99% (-$476) YoY NEW(+$1.3K)