TD PRIVATE CLIENT WEALTH LLC
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
1,415
- Value ($000)
$3,630,454
- Date Filed04/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR PORTFOLIO S&P 500 ETF | EXCHANGE TRADED FUND | 78464A854 | $264.57 M | 7 % | 4,023,317 | ||
SPY SPDR S&P 500 ETF TR TR UNIT | EXCHANGE TRADED FUND | 78462F103 | $195.12 M | 5 % | 348,814 | ||
IEFA ISHARES TR CORE MSCI EAFE ETF | EXCHANGE TRADED FUND | 46432F842 | $188.70 M | 5 % | 2,494,414 | ||
VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF | EXCHANGE TRADED FUND | 92206C771 | $181.70 M | 5 % | 3,923,459 | ||
GOVT ISHARES TR U S TREAS BD ETF | EXCHANGE TRADED FUND | 46429B267 | $140.31 M | 4 % | 6,104,423 | ||
VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | EXCHANGE TRADED FUND | 921908844 | $88.43 M | 2 % | 455,868 | ||
VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD | EXCHANGE TRADED FUND | 92206C102 | $79.02 M | 2 % | 1,346,379 | ||
SHY ISHARES TR 1-3 YR TREAS BD ETF | EXCHANGE TRADED FUND | 464287457 | $76.00 M | 2 % | 918,698 | ||
DGRO ISHARES TR CORE DIVID GROWTH ETF | EXCHANGE TRADED FUND | 46434V621 | $69.36 M | 2 % | 1,122,671 | ||
VXF VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | EXCHANGE TRADED FUND | 922908652 | $68.45 M | 2 % | 397,338 |
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