The Analysis of TD PRIVATE CLIENT WEALTH LLC's Holdings
Currently, TD PRIVATE CLIENT WEALTH LLC holds 1535 types of securities in its portfolio with a total value $4.4B. In the most recent quarter, they have increased their positions in SPMO (+243.8K shares, valued at $29.5M), SPYM (+242.7K shares, valued at $19.0M), IEFA (+205.8K shares, valued at $18.0M); decreased their positions in SPY (-22.4K shares, valued at $15.0M), SCHD (-206.5K shares, valued at $5.6M), AVGO (-14.1K shares, valued at $4.6M); initiated new positions in ULS (+23.7K shares, valued at $1.7M), VNOM (+32.9K shares, valued at $1.3M), YLDE (+11.6K shares, valued at $631.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SER TR PORTFOLIO S&P 500 ETF4.6M shares5.63%2025-09-302025-10-27
IEFA ISHARES TR CORE MSCI EAFE ETF2.9M shares7.77%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR TR UNIT322.3K shares-6.51%2025-09-302025-10-27 VMBS VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF4.5M shares7.95%2025-09-302025-10-27 GOVT ISHARES TR U S TREAS BD ETF6.7M shares4.91%2025-09-302025-10-27 DGRO ISHARES TR CORE DIVID GROWTH ETF1.5M shares14.98%2025-09-302025-10-27 VOOG VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS231.7K shares12.45%2025-09-302025-10-27 VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS463.2K shares0.27%2025-09-302025-10-27 IGIB ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF1.8M shares22.58%2025-09-302025-10-27 VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD1.6M shares14.38%2025-09-302025-10-27 VXF VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF451.1K shares7.33%2025-09-302025-10-27 SHY ISHARES TR 1-3 YR TREAS BD ETF930.1K shares3.66%2025-09-302025-10-27 MSFT MICROSOFT CORP COM121.4K shares-0.92%2025-09-302025-10-27 TLT ISHARES TR 20Plus YR TREAS BD ETF633.4K shares13.19%2025-09-302025-10-27 VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD664.4K shares6.18%2025-09-302025-10-27 IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF784.5K shares-2.87%2025-09-302025-10-27 NVDA NVIDIA CORP COM274.3K shares11.19%2025-09-302025-10-27 EFA ISHARES TR MSCI EAFE ETF537.3K shares13.52%2025-09-302025-10-27 IEI ISHARES TR 3-7 YR TREAS BD ETF409.9K shares15.48%2025-09-302025-10-27 AGG ISHARES TR CORE U S AGGREGATE BD ETF473.1K shares14.19%2025-09-302025-10-27 VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW76.0K shares0.94%2025-09-302025-10-27 QQQ INVESCO QQQ TR UNIT SER 176.9K shares-1.29%2025-09-302025-10-27 IWF ISHARES TR RUSSELL 1000 GROWTH ETF96.6K shares-8.39%2025-09-302025-10-27 IVV ISHARES TR CORE S&P 500 ETF62.6K shares-6.41%2025-09-302025-10-27 IGSB ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF717.9K shares18.76%2025-09-302025-10-27 VTV VANGUARD INDEX FDS VANGUARD VALUE ETF193.5K shares1.58%2025-09-302025-10-27 SPMO INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETF296.7K shares460.63%2025-09-302025-10-27 AMZN AMAZON COM INC COM157.1K shares-3.20%2025-09-302025-10-27 VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF66.5K shares-8.30%2025-09-302025-10-27 META META PLATFORMS INC CL A41.1K shares0.44%2025-09-302025-10-27 AAPL APPLE INC COM117.8K shares-0.98%2025-09-302025-10-27 IVW ISHARES TR S&P 500 GROWTH ETF245.0K shares-11.27%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO COM85.0K shares-12.44%2025-09-302025-10-27 VCIT VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS303.4K shares12.64%2025-09-302025-10-27 VONG VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C6802206.8K shares-5.41%2025-09-302025-10-27 LQD ISHARES TR IBOXX USD INVT GRADE CORP BD ETF210.3K shares2.62%2025-09-302025-10-27 GOOGL ALPHABET INC CL A93.8K shares11.03%2025-09-302025-10-27 SCHG SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF703.3K shares2.51%2025-09-302025-10-27 IJH ISHARES TR CORE S&P MID-CAP ETF341.2K shares-5.71%2025-09-302025-10-27 SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF797.7K shares-20.57%2025-09-302025-10-27 IWD ISHARES TR RUSSELL 1000 VALUE ETF106.6K shares-5.52%2025-09-302025-10-27 IVE ISHARES TR S&P 500 VALUE ETF96.1K shares1.55%2025-09-302025-10-27 VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF67.1K shares16.50%2025-09-302025-10-27 GLD SPDR GOLD TR GOLD SHS52.3K shares2.06%2025-09-302025-10-27 AVGO BROADCOM INC COM55.7K shares-20.15%2025-09-302025-10-27 ABBV ABBVIE INC COM77.9K shares-2.81%2025-09-302025-10-27 HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD182.2K shares14.80%2025-09-302025-10-27 BSV VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF214.4K shares3.96%2025-09-302025-10-27 PM PHILIP MORRIS INTL INC COM96.5K shares-6.22%2025-09-302025-10-27 IJR ISHARES TR CORE S&P SMALL-CAP ETF129.1K shares-6.87%2025-09-302025-10-27 IDV ISHARES TR INTL SELECT DIVID ETF INDEX FD414.0K shares33.86%2025-09-302025-10-27 IWB ISHARES TR RUSSELL 1000 ETF40.4K shares13.94%2025-09-302025-10-27 IWM ISHARES TR RUSSELL 2000 ETF60.0K shares45.76%2025-09-302025-10-27 VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF54.3K shares5.85%2025-09-302025-10-27 CVX CHEVRON CORP NEW COM86.5K shares8.99%2025-09-302025-10-27 SDY SPDR SER TR S&P DIVID ETF93.3K shares-4.90%2025-09-302025-10-27 IEF ISHARES TR 7-10 YR TREAS BD ETF134.5K shares2.83%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON COM66.8K shares3.08%2025-09-302025-10-27 MA MASTERCARD INC CL A20.9K shares1.65%2025-09-302025-10-27 SHM SPDR SER TR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF246.1K shares0.22%2025-09-302025-10-27 BIV VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF151.8K shares-9.36%2025-09-302025-10-27 IUSV ISHARES TR CORE S&P U S VALUE ETF117.2K shares-26.64%2025-09-302025-10-27 HYLB DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF310.0K shares22.40%2025-09-302025-10-27 BLV VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF159.0K shares3.66%2025-09-302025-10-27 SUB ISHARES TR SHORT-TERM NATL MUN BD ETF FD104.3K shares18.50%2025-09-302025-10-27 BND VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF147.9K shares-1.49%2025-09-302025-10-27 PLD PROLOGIS INC COM92.2K shares10.61%2025-09-302025-10-27 VGT VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF13.7K shares-5.18%2025-09-302025-10-27 MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115106.3K shares-9.88%2025-09-302025-10-27 VZ VERIZON COMMUNICATIONS INC COM221.3K shares-19.43%2025-09-302025-10-27 WFC WELLS FARGO & CO NEW COM112.6K shares48.44%2025-09-302025-10-27 IUSG ISHARES TR CORE S&P U S GROWTH ETF56.7K shares2.26%2025-09-302025-10-27 DVY ISHARES TR SELECT DIVID ETF FD64.6K shares7.32%2025-09-302025-10-27 TFI SPDR SER TR NUVEEN BLOOMBERG MUN BD ETF198.5K shares30.68%2025-09-302025-10-27 NFLX NETFLIX INC COM7.4K shares-6.80%2025-09-302025-10-27 CVS CVS HEALTH CORP COM116.7K shares17.11%2025-09-302025-10-27 GOOG ALPHABET INC CAP STK CL C35.8K shares15.72%2025-09-302025-10-27 VWOB VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL126.3K shares-15.82%2025-09-302025-10-27 APH AMPHENOL CORP NEW CL A67.5K shares-2.80%2025-09-302025-10-27 AEP AMERICAN ELEC PWR CO INC COM72.9K shares-7.22%2025-09-302025-10-27 BAC BANK AMER CORP COM157.6K shares1.66%2025-09-302025-10-27 VTEB VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF160.3K shares4.25%2025-09-302025-10-27 TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US874039100328.7K shares7.67%2025-09-302025-10-27 V VISA INC COM CL A23.0K shares-21.91%2025-09-302025-10-27 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW15.5K shares-8.22%2025-09-302025-10-27 XOM EXXON MOBIL CORP COM68.4K shares6.96%2025-09-302025-10-27 VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF23.1K shares19.23%2025-09-302025-10-27 AMGN AMGEN INC COM26.3K shares2.64%2025-09-302025-10-27 GILD GILEAD SCIENCES INC COM65.3K shares46.13%2025-09-302025-10-27 RTX RTX CORP COM42.5K shares-11.67%2025-09-302025-10-27 USB US BANCORP DEL COM NEW141.7K shares-29.54%2025-09-302025-10-27 DUK DUKE ENERGY CORP NEW COM NEW55.3K shares7.51%2025-09-302025-10-27 CSCO CISCO SYS INC COM99.7K shares-2.84%2025-09-302025-10-27 WMT WALMART INC COM64.7K shares-27.47%2025-09-302025-10-27 TSLA TESLA INC COM15.0K shares2.96%2025-09-302025-10-27 ENB ENBRIDGE INC COM ISIN#CA29250N1050130.4K shares13.60%2025-09-302025-10-27 HD HOME DEPOT INC COM15.8K shares-7.33%2025-09-302025-10-27 NEE NEXTERA ENERGY INC COM84.3K shares-11.20%2025-09-302025-10-27 BTI BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072119.4K shares12.86%2025-09-302025-10-27 MUB ISHARES TR NATL MUN BD ETF FD59.4K shares-28.72%2025-09-302025-10-27 T AT&T INC COM223.3K shares35.11%2025-09-302025-10-27 XLF SELECT SECTOR SPDR TR FINANCIAL117.0K shares545.21%2025-09-302025-10-27 SHV ISHARES TR SHORT TREAS BD ETF56.8K shares-1.26%2025-09-302025-10-27 DEM WISDOMTREE TR EMERGING MKTS HIGH DIVID FD134.7K shares22.86%2025-09-302025-10-27 MET METLIFE INC COM73.2K shares7.32%2025-09-302025-10-27 NGG NATIONAL GRID PLC SPON ADR NEW 201782.4K shares7.89%2025-09-302025-10-27 PFE PFIZER INC COM233.7K shares52.62%2025-09-302025-10-27 KKR KKR & CO INC COM45.8K shares-0.90%2025-09-302025-10-27 HON HONEYWELL INTL INC COM28.0K shares67.74%2025-09-302025-10-27 TTE TOTALENERGIES SE SPONS ADR ISIN#US89151E109195.6K shares16.93%2025-09-302025-10-27 CMI CUMMINS INC COM13.5K shares-26.72%2025-09-302025-10-27 SNY SANOFI SPONS ADR ISIN#US80105N1054120.1K shares8.59%2025-09-302025-10-27 ETR ENTERGY CORP NEW COM60.3K shares-10.29%2025-09-302025-10-27 GE GENERAL ELEC CO COM NEW18.5K shares17.58%2025-09-302025-10-27 EMR EMERSON ELEC CO COM42.1K shares-4.04%2025-09-302025-10-27 UBER UBER TECHNOLOGIES INC COM55.6K shares3.44%2025-09-302025-10-27 SPSB SPDR SER TR BLOOMBERG BARCLAYS SHORT TERM CORPORATE BD ETF179.8K shares27.58%2025-09-302025-10-27 ADI ANALOG DEVICES INC COM22.0K shares0.71%2025-09-302025-10-27 PNC PNC FINL SVCS GROUP INC COM26.7K shares-31.38%2025-09-302025-10-27 SPOT SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU17787629117.4K shares-29.04%2025-09-302025-10-27 GEV GE VERNOVA INC COM8.3K shares-25.39%2025-09-302025-10-27 ABT ABBOTT LABS COM38.3K shares-2.13%2025-09-302025-10-27 PEP PEPSICO INC COM36.2K shares33.31%2025-09-302025-10-27 AJG GALLAGHER ARTHUR J & CO COM16.3K shares2.60%2025-09-302025-10-27 IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF35.3K shares-3.84%2025-09-302025-10-27 IBM INTERNATIONAL BUSINESS MACHS CORP COM17.8K shares8.31%2025-09-302025-10-27 IWR ISHARES TR RUSSELL MID-CAP ETF51.6K shares6.49%2025-09-302025-10-27 SJNK SPDR SER TR BLOOMBERG SHORT TERM HIGH YIELD BD ETF192.0K shares52.17%2025-09-302025-10-27 HAS HASBRO INC COM63.1K shares-5.43%2025-09-302025-10-27 SCHX SCHWAB STRATEGIC TR US LARGE-CAP ETF181.4K shares-1.19%2025-09-302025-10-27 VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF87.0K shares1.70%2025-09-302025-10-27 XEL XCEL ENERGY INC COM58.5K shares9.12%2025-09-302025-10-27 TFC TRUIST FINL CORP COM102.8K shares34.37%2025-09-302025-10-27 BLK BLACKROCK INC NEW COM4.0K shares-11.87%2025-09-302025-10-27 ADSK AUTODESK INC COM14.7K shares46.23%2025-09-302025-10-27 PG PROCTER & GAMBLE CO COM30.0K shares-3.00%2025-09-302025-10-27 HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF56.7K shares1.47%2025-09-302025-10-27 AXP AMERICAN EXPRESS CO COM13.8K shares-2.01%2025-09-302025-10-27 FE FIRSTENERGY CORP COM98.9K shares23.56%2025-09-302025-10-27 LLY LILLY ELI & CO COM5.9K shares-0.41%2025-09-302025-10-27 LPLA LPL FINL HLDGS INC COM13.5K shares-5.47%2025-09-302025-10-27 VEA VANGUARD INTL FD FTSE DEVELOPED MKTS ETF74.6K shares13.84%2025-09-302025-10-27 C CITIGROUP INC COM NEW43.7K shares3.26%2025-09-302025-10-27 ANET ARISTA NETWORKS INC COM NEW30.0K shares192.17%2025-09-302025-10-27 AMAT APPLIED MATLS INC COM21.2K shares15.41%2025-09-302025-10-27 MS MORGAN STANLEY COM NEW27.2K shares-28.76%2025-09-302025-10-27 LIN LINDE PLC NEW SHS ISIN#IE000S9YS7629.1K shares-37.28%2025-09-302025-10-27 CDNS CADENCE DESIGN SYS INC COM12.3K shares15.26%2025-09-302025-10-27 XLK SELECT SECTOR SPDR TR TECHNOLOGY15.3K shares-7.11%2025-09-302025-10-27 COF CAPITAL ONE FINL CORP COM20.1K shares-1.38%2025-09-302025-10-27 MCHP MICROCHIP TECHNOLOGY INC COM65.7K shares258.85%2025-09-302025-10-27 INTU INTUIT COM6.2K shares1.39%2025-09-302025-10-27 CMCSA COMCAST CORP NEW CL A131.1K shares-0.07%2025-09-302025-10-27 ETN EATON CORPORATION PLC SHS ISIN#IE00B8KQN82711.0K shares2.43%2025-09-302025-10-27 WEC WEC ENERGY GROUP INC COM35.8K shares18.05%2025-09-302025-10-27 HBAN HUNTINGTON BANCSHARES INC COM227.5K shares6.10%2025-09-302025-10-27 O REALTY INCOME CORP COM64.6K shares9.00%2025-09-302025-10-27 MDLZ MONDELEZ INTL INC CL A62.6K shares344.12%2025-09-302025-10-27 BSX BOSTON SCIENTIFIC CORP COM40.1K shares1.53%2025-09-302025-10-27 MCD MCDONALDS CORP COM12.6K shares-5.34%2025-09-302025-10-27 VICI VICI PPTYS INC COM117.1K shares-5.78%2025-09-302025-10-27 GSK GSK PLC SPONSORED ADR NEW87.2K shares11.76%2025-09-302025-10-27 KO COCA COLA CO COM56.5K shares-39.43%2025-09-302025-10-27 PZA INVESCO EXCHANGE-TRADED FD TR II NATL AMT-FREE MUN BD ETF162.2K shares69.58%2025-09-302025-10-27 TT TRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ9678.8K shares4.82%2025-09-302025-10-27 ORLY O REILLY AUTOMOTIVE INC NEW COM34.5K shares11.43%2025-09-302025-10-27 IBKR INTERACTIVE BROKERS GROUP INC CL A - COM54.0K shares-10.22%2025-09-302025-10-27 SCHW SCHWAB CHARLES CORP NEW COM38.7K shares4.49%2025-09-302025-10-27 SNA SNAP ON INC COM10.6K shares-4.32%2025-09-302025-10-27 KLAC KLA CORP COM3.4K shares-15.83%2025-09-302025-10-27 TTC TORO CO COM47.7K shares14306.04%2025-09-302025-10-27 BIL SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW39.2K shares8.57%2025-09-302025-10-27 COLB COLUMBIA BKG SYS INC COM138.6K shares1401.52%2025-09-302025-10-27 VGIT VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD59.1K shares1.73%2025-09-302025-10-27 ORCL ORACLE CORP COM12.6K shares-16.48%2025-09-302025-10-27 UNP UNION PAC CORP COM14.9K shares-33.96%2025-09-302025-10-27 MU MICRON TECHNOLOGY INC COM20.9K shares4.88%2025-09-302025-10-27 CWI SPDR INDEX SHS FDS MSCI ACWI EX-US ETF100.0K shares7.89%2025-09-302025-10-27 VONV VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS38.5K shares25.27%2025-09-302025-10-27 BMO BANK OF MONTREAL26.2K shares9.39%2025-09-302025-10-27 HWM HOWMET AEROSPACE INC COM17.4K shares0.60%2025-09-302025-10-27 VEU VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF47.5K shares-14.14%2025-09-302025-10-27 MGK VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF8.4K shares-0.59%2025-09-302025-10-27 LMT LOCKHEED MARTIN CORP COM6.8K shares48.63%2025-09-302025-10-27 DIS DISNEY WALT CO DISNEY COM29.3K shares-6.65%2025-09-302025-10-27 TRP TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B107660.9K shares8.45%2025-09-302025-10-27 EFX EQUIFAX INC COM12.9K shares25.55%2025-09-302025-10-27 PAYX PAYCHEX INC COM26.1K 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shares6.47%2025-09-302025-10-27 IWN ISHARES TR RUSSELL 2000 VALUE ETF2.7K shares4.91%2025-09-302025-10-27 EIX EDISON INTL COM8.6K shares1942.48%2025-09-302025-10-27 NSC NORFOLK SOUTHN CORP COM1.6K shares-62.10%2025-09-302025-10-27 DASH DOORDASH INC CL A1.7K shares5.03%2025-09-302025-10-27 PHM PULTEGROUP INC COM3.5K shares10.26%2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available