TP

TD PRIVATE CLIENT WEALTH LLC

13F
TD PRIVATE CLIENT WEALTH LLC
Last update 2025-04-30 1413 Stocks (180 new)
Value $3.63 Bil Turnover 7 %
Countries:
Top Holdings: SPLG(7.29%)SPY(5.37%)IEFA(5.20%)VMBS(5.00%)GOVT(3.86%)
Summary Stock Picks Current Portfolio
TD PRIVATE CLIENT WEALTH LLC Top Holdings of 2025-03-31 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
4,023,317
264,573.3
+11.33%
7.290
+0.74%
0.420
+16.68%
+7.38%
72,719.7
 
SPY
SPDR S&P 500 ETF Trust
348,814
195,123.3
+2.33%
5.370
+0.12%
0.030
+16.86%
+7.34%
643,153.0
 
IEFA
iShares Core MSCI EAFE ETF
2,494,414
188,702.5
+12.33%
5.200
+0.57%
0.150
+14.34%
+21.05%
143,058.9
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
3,923,459
181,695.4
+8.45%
5.000
+0.39%
0.930
-0.04%
+3.65%
14,367.4
 
GOVT
iShares U.S. Treasury Bond ETF
6,104,423
140,310.2
+7.27%
3.860
+0.26%
0.510
-0.61%
+0.87%
27,325.0
 
VIG
Vanguard Dividend Appreciation FTF
455,868
88,433.9
+2.20%
2.440
+0.05%
0.100
+11.15%
+7.09%
87,948.4
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
1,346,379
79,019.0
+6.87%
2.180
+0.14%
0.350
+0.57%
+2.54%
23,030.4
 
SHY
iShares 1-3 Year Treasury Bond ETF
918,698
76,003.9
-4.87%
2.090
-0.11%
0.310
+0.58%
+2.49%
23,965.2
 
DGRO
iShares Core Dividend Growth ETF
1,122,671
69,358.6
+15.05%
1.910
+0.25%
0.230
+9.81%
+7.41%
32,633.9
 
VXF
Vanguard Extended Market Index ETF
397,338
68,445.5
+8.69%
1.890
+0.15%
0.350
+20.78%
+4.60%
20,461.9
 

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
2025-03-31
Sold Out
Sold Out
-1.17%
●
468.34 ($508.07) 539.52
$556.22
9.48%
Sold Out
0
-81,882
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.74%
●
64.88 ($69.16) 72.1
$73.57
6.38%
Add 11.33%
4,023,317
409,405
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.57%
●
69.57 ($74.78) 78.65
$83.57
11.75%
Add 12.33%
2,494,414
273,781
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-03-31
Add
Add
+0.39%
●
44.68 ($45.73) 46.49
$45.98
0.55%
Add 8.45%
3,923,459
305,666
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Add
Add
+0.26%
●
22.25 ($22.67) 23
$22.78
0.49%
Add 7.27%
6,104,423
413,898
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Add
Add
+0.25%
●
50.82 ($51.94) 52.7
$52.98
2.00%
Add 15.44%
1,290,398
172,547
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Add
Add
+0.25%
●
60.46 ($62.66) 64.42
$65.22
4.09%
Add 15.05%
1,122,671
146,886
VOOG
Vanguard S&P 500 Growth ETF
2025-03-31
Add
Add
+0.25%
●
333.37 ($363.64) 384.99
$399.75
9.93%
Add 17.13%
183,036
26,772
IWD
iShares Russell 1000 Value ETF
2025-03-31
Reduce
Reduce
-0.20%
●
182.82 ($190.45) 196.21
$197.41
3.65%
Reduce -26.14%
109,262
-38,673
IVW
iShares S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.18%
●
92.45 ($100.81) 106.69
$110.80
9.91%
Reduce -19.9%
257,609
-64,020

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 2025-03-31

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

Discussions on TD PRIVATE CLIENT WEALTH LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.