TD PRIVATE CLIENT WEALTH LLC
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
1,313
- Value ($000)
$3,575,390
- Date Filed02/11/2025
- Form type13F-HR
- CIK0001551017
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR PORTFOLIO S&P 500 ETF | EXCHANGE TRADED FUND | 78464A854 | $249.14M | 7 % | 3,613,912 | ||
SPY SPDR S&P 500 ETF TR TR UNIT | EXCHANGE TRADED FUND | 78462F103 | $199.78M | 6 % | 340,880 | ||
VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF | EXCHANGE TRADED FUND | 92206C771 | $164.03M | 5 % | 3,617,793 | ||
IEFA ISHARES TR CORE MSCI EAFE ETF | EXCHANGE TRADED FUND | 46432F842 | $156.07M | 4 % | 2,220,633 | ||
GOVT ISHARES TR U S TREAS BD ETF | EXCHANGE TRADED FUND | 46429B267 | $130.77M | 4 % | 5,690,525 | ||
VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | EXCHANGE TRADED FUND | 921908844 | $87.35M | 2 % | 446,037 | ||
SHY ISHARES TR 1-3 YR TREAS BD ETF | EXCHANGE TRADED FUND | 464287457 | $79.17M | 2 % | 965,739 | ||
VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD | EXCHANGE TRADED FUND | 92206C102 | $73.29M | 2 % | 1,259,783 | ||
VXF VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | EXCHANGE TRADED FUND | 922908652 | $69.45M | 2 % | 365,560 | ||
DGRO ISHARES TR CORE DIVID GROWTH ETF | EXCHANGE TRADED FUND | 46434V621 | $59.85M | 2 % | 975,785 |
Rows Per Page
1 - 10 of 131310
- 10
- 50
- 100