TP

TD PRIVATE CLIENT WEALTH LLC

13F
TD PRIVATE CLIENT WEALTH LLC
Last update 2025-07-16 1400 Stocks (121 new)
Value $4.07 Bil Turnover 8 %
Countries:
Top Holdings: SPLG(7.70%)IEFA(5.43%)SPY(5.23%)VMBS(4.71%)GOVT(3.61%)
Summary Stock Picks Current Portfolio
TD PRIVATE CLIENT WEALTH LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
4,312,251
313,457.5
+7.18%
7.700
+0.52%
0.410
+22.69%
+7.95%
77,428.7
 
IEFA
iShares Core MSCI EAFE ETF
2,649,344
221,167.3
+6.21%
5.430
+0.32%
0.150
+10.68%
+18.16%
143,257.1
 
SPY
SPDR S&P 500 ETF Trust
344,699
212,972.4
-1.18%
5.230
-0.06%
0.030
+22.72%
+7.92%
648,753.6
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
4,141,363
191,910.8
+5.55%
4.710
+0.25%
1.320
+1.30%
+1.50%
14,436.2
 
GOVT
iShares U.S. Treasury Bond ETF
6,389,947
146,841.0
+4.68%
3.610
+0.16%
0.530
+0.22%
-0.91%
27,474.0
 
VIG
Vanguard Dividend Appreciation FTF
461,990
94,555.6
+1.34%
2.320
+0.03%
0.110
+14.43%
+5.28%
89,370.9
 
DGRO
iShares Core Dividend Growth ETF
1,306,563
83,541.7
+16.38%
2.050
+0.29%
0.260
+13.11%
+5.49%
32,315.4
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
1,412,670
83,036.8
+4.92%
2.040
+0.10%
0.370
-0.27%
+0.69%
22,512.5
 
VOOG
Vanguard S&P 500 Growth ETF
206,087
81,721.7
+12.59%
2.010
+0.22%
0.490
+31.19%
+11.06%
16,726.5
 
VXF
Vanguard Extended Market Index ETF
420,323
81,000.5
+5.78%
1.990
+0.11%
0.390
+24.80%
+3.88%
21,139.0
 

TD PRIVATE CLIENT WEALTH LLC's Historical Top Holdings Breakdowns

TD PRIVATE CLIENT WEALTH LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ
INVESCO QQQ Trust
2025-06-30
New Buy
New Buy
+1.06%
●
416.06 ($496.89) 551.64
$564.18
13.54%
New holding
77,871
77,871
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Add
Add
+0.52%
●
58.41 ($67.22) 72.69
$73.96
10.03%
Add 7.18%
4,312,251
288,934
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Add
Add
+0.32%
●
67.83 ($79.31) 84.09
$83.04
4.70%
Add 6.21%
2,649,344
154,930
DGRO
iShares Core Dividend Growth ETF
2025-06-30
Add
Add
+0.29%
●
55.22 ($60.99) 63.94
$64.71
6.10%
Add 16.38%
1,306,563
183,892
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-06-30
Add
Add
+0.25%
●
45.15 ($45.77) 46.6
$46.02
0.55%
Add 5.55%
4,141,363
217,904
IWF
iShares Russell 1000 Growth ETF
2025-06-30
Reduce
Reduce
-0.22%
●
320.42 ($382.13) 424.58
$435.40
13.94%
Reduce -17.61%
105,489
-22,552
VOOG
Vanguard S&P 500 Growth ETF
2025-06-30
Add
Add
+0.22%
●
299.15 ($356.63) 396.54
$406.56
14.00%
Add 12.59%
206,087
23,051
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-06-30
Add
Add
+0.21%
●
51.1 ($52.19) 53.29
$53.03
1.61%
Add 12.31%
1,449,210
158,812
RTX
RTX Corp
2025-06-30
New Buy
New Buy
+0.17%
●
113.75 ($133.23) 148.48
$151.56
13.76%
New holding
48,108
48,108
GOVT
iShares U.S. Treasury Bond ETF
2025-06-30
Add
Add
+0.16%
●
22.51 ($22.78) 23.17
$22.77
-0.04%
Add 4.68%
6,389,947
285,524

TD PRIVATE CLIENT WEALTH LLC Total Holding History ($B)

To

TD PRIVATE CLIENT WEALTH LLC's Asset Allocation

To

TD PRIVATE CLIENT WEALTH LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TD PRIVATE CLIENT WEALTH LLC's Hypothetical Growth since 2025-06-30

TD PRIVATE CLIENT WEALTH LLC's Yearly Returns

Year Portfolio % % Excess Gain %

TD PRIVATE CLIENT WEALTH LLC's Holdings Heat Map

Size field:

TD PRIVATE CLIENT WEALTH LLC's Holdings Bubble Chart

TD PRIVATE CLIENT WEALTH LLC News

  • 1

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