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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FISERV INC

FI|337738108

20167(+354.2%)

Value:

$4.5B(+388.3%)

464288513

55898(-6.4%)

Value:

$4.4B(-6.1%)

97717W315

103345(+26.0%)

Value:

$4.3B(+31.0%)

AMERIPRISE FINANCIAL INC

AMP|03076C106

8650(-1.4%)

Value:

$4.2B(-10.4%)

MORGAN STANLEY

MS|617446448

35629(+27.4%)

Value:

$4.2B(+18.3%)

BOSTON SCIENTIFIC CORP

BSX|101137107

40776(+4.0%)

Value:

$4.1B(+17.5%)

81369Y803

XLK|81369Y803

19894(+11.8%)

Value:

$4.1B(-0.7%)

PEPSICO INC

PEP|713448108

26848(+2.5%)

Value:

$4.0B(+1.1%)

ANALOG DEVICES INC

ADI|032654105

19953(+0.9%)

Value:

$4.0B(-4.2%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

16091(-8.8%)

Value:

$4.0B(+3.1%)

464287499

IWR|464287499

46732(+9.6%)

Value:

$4.0B(+5.4%)

LPL Financial Holdings Inc.

LPLA|50212V100

12066(-4.2%)

Value:

$3.9B(-4.0%)

Verisk Analytics, Inc.

VRSK|92345Y106

13210(-2.8%)

Value:

$3.9B(+5.0%)

78464A474

129847(+15.8%)

Value:

$3.9B(+16.7%)

922042858

VWO|922042858

85956(-1.1%)

Value:

$3.9B(+1.7%)

AMPHENOL CORP /DE/

APH|032095101

59073(-14.1%)

Value:

$3.9B(-18.9%)

Snap-on Inc

SNA|833034101

11390(+4.3%)

Value:

$3.8B(+3.6%)

XCEL ENERGY INC

XEL|98389B100

53336(+3.9%)

Value:

$3.8B(+9.0%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

7550(+21.4%)

Value:

$3.8B(+16.1%)

INTUIT INC.

INTU|461202103

6116(-25.2%)

Value:

$3.8B(-26.9%)

Instrument	Shares		Other Manager	Value
Fiserv Inc(FIcusip337738108)	20.2K	QoQ +354.21% (+15.7K) YoY +534.78% (+17.0K)	All Managers (Combined)	$4.5M	QoQ +388.28% (+$3.5M) YoY +777.10% (+$3.9M)
(cusip464288513)✕	55.9K	QoQ -6.37% (-3.8K) YoY -6.47% (-3.9K)	All Managers (Combined)	$4.4M	QoQ -6.09% (-$286.2K) YoY -5.07% (-$235.8K)
(cusip97717W315)✕	103.3K	QoQ +26.04% (+21.4K) YoY +87.05% (+48.1K)	All Managers (Combined)	$4.3M	QoQ +30.99% (+$1.0M) YoY +88.12% (+$2.0M)
Ameriprise Financial Inc(AMPcusip03076C106)	8.7K	QoQ -1.41% (-124) YoY -5.58% (-512)	All Managers (Combined)	$4.2M	QoQ -10.36% (-$484.0K) YoY +4.24% (-$170.6K)
Morgan Stanley(MScusip617446448)	35.6K	QoQ +27.43% (+7.7K) YoY +84.13% (+16.3K)	All Managers (Combined)	$4.2M	QoQ +18.25% (+$641.8K) YoY +128.15% (+$2.3M)
Boston Scientific Corp(BSXcusip101137107)	40.8K	QoQ +4.00% (+1.6K) YoY -22.09% (-11.6K)	All Managers (Combined)	$4.1M	QoQ +17.46% (+$611.5K) YoY +14.74% (-$528.5K)
(XLKcusip81369Y803)	19.9K	QoQ +11.82% (-2.1K) YoY +14.97% (+2.6K)	All Managers (Combined)	$4.1M	QoQ -0.70% (-$29.1K) YoY +13.98% (+$504.0K)
Pepsico Inc(PEPcusip713448108)	26.8K	QoQ +2.48% (+650) YoY +8.04% (-2.0K)	All Managers (Combined)	$4.0M	QoQ +1.05% (+$41.9K) YoY -7.43% (-$323.2K)
Analog Devices Inc(ADIcusip032654105)	20.0K	QoQ +0.95% (-188) YoY +5.68% (+1.1K)	All Managers (Combined)	$4.0M	QoQ -4.17% (-$175.3K) YoY +7.76% (+$289.8K)
International Business Machines Corp(IBMcusip459200101)	16.1K	QoQ -8.81% (-1.6K) YoY -2.15% (-354)	All Managers (Combined)	$4.0M	QoQ +3.14% (-$122.1K) YoY +27.41% (-$860.9K)
(IWRcusip464287499)	46.7K	QoQ +9.56% (+4.1K) YoY +9.04% (+3.9K)	All Managers (Combined)	$4.0M	QoQ +5.43% (+$205.1K) YoY +10.31% (+$371.8K)
Lpl Financial Holdings Inc.(LPLAcusip50212V100)	12.1K	QoQ -4.17% (-526) YoY -14.89% (-2.1K)	All Managers (Combined)	$3.9M	QoQ -3.99% (-$164.1K) YoY +5.38% (-$201.7K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	13.2K	QoQ -2.81% (-383) YoY -20.55% (-3.4K)	All Managers (Combined)	$3.9M	QoQ +5.01% (-$187.6K) YoY +0.30% (-$11.8K)
(cusip78464A474)✕	129.8K	QoQ +15.76% (+17.7K) YoY +95.84% (+63.5K)	All Managers (Combined)	$3.9M	QoQ +16.69% (+$559.1K) YoY +98.01% (+$1.9M)
(VWOcusip922042858)	86.0K	QoQ -1.06% (-927) YoY -9.10% (-8.6K)	All Managers (Combined)	$3.9M	QoQ +1.67% (-$64.0K) YoY -1.51% (-$59.8K)
Amphenol Corp /De/(APHcusip032095101)	59.1K	QoQ -14.07% (-9.7K) YoY +675.33% (+51.5K)	All Managers (Combined)	$3.9M	QoQ -18.85% (-$900.1K) YoY +340.87% (+$3.0M)
Snap-On Inc(SNAcusip833034101)	11.4K	QoQ +4.32% (+472) YoY +11.32% (+1.2K)	All Managers (Combined)	$3.8M	QoQ +3.56% (+$132.1K) YoY +26.65% (+$807.9K)
Xcel Energy Inc(XELcusip98389B100)	53.3K	QoQ +3.94% (+2.0K) YoY +112.57% (+28.2K)	All Managers (Combined)	$3.8M	QoQ +8.97% (+$310.9K) YoY +179.95% (+$2.4M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	7.5K	QoQ +21.42% (+1.3K) YoY +18.13% (+1.2K)	All Managers (Combined)	$3.8M	QoQ +16.14% (+$522.1K) YoY +1.14% (+$42.4K)
Intuit Inc.(INTUcusip461202103)	6.1K	QoQ -25.19% (-2.1K) YoY -33.98% (-3.1K)	All Managers (Combined)	$3.8M	QoQ -26.91% (-$1.4M) YoY -37.64% (-$2.3M)