TD PRIVATE CLIENT WEALTH LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    new york, NY
  • CIK
    0001551017
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,415

$3.63 B
KRE, SPY, IEFA, VANGUARD SCOTTSDALE FDS
13F-HR
Apr 29, 2025
000108935525000036

1,313

$3.58 B
KRE, SPY, VANGUARD SCOTTSDALE FDS, IEFA
13F-HR
Feb 11, 2025
000108935525000003

1,281

$3.48 B
KRE, SPY, VANGUARD SCOTTSDALE FDS, IEFA
13F-HR
Nov 18, 2024
000165495424014605

1,216

$3.18 B
SPY, KRE, VANGUARD SCOTTSDALE FDS, IEFA
13F-HR
Aug 14, 2024
000165495424010591

1,215

$3.05 B
SPY, KRE, VANGUARD SCOTTSDALE FDS, IEFA
13F-HR
Aug 16, 2024
000165495424010826

1,217

$2.77 B
SPY, KRE, VANGUARD SCOTTSDALE FDS, GOVT
13F-HR
Aug 16, 2024
000165495424010825

1,212

$2.31 B
SPY, IEF, SHY, VCSH
13F-HR
Aug 16, 2024
000165495424010824

1,258

$2.31 B
SPY, IEF, SHY, VCSH
13F-HR
Aug 16, 2024
000165495424010823

1,238

$2.23 B
SPY, SHY, IEF, VCSH
13F-HR
Aug 16, 2024
000165495424010821

1,208

$2.12 B
SPY, VCSH, SHY, IEF
13F-HR
Aug 16, 2024
000165495424010820

1,211

$1.96 B
SPY, SHY, VCSH, IEF
13F-HR
Aug 16, 2024
000165495424010819

1,223

$2.05 B
SPY, SHY, VCSH, VIG
13F-HR
Aug 16, 2024
000165495424010818

1,265

$2.35 B
SPY, VCSH, SHY, VIG
13F-HR
Aug 16, 2024
000165495424010817

1,159

$2.41 B
SPY, SHY, VCSH, VIG
13F-HR
Aug 16, 2024
000165495424010816

1,211

$2.34 B
SPY, VCSH, SHY, VIG
13F-HR
Aug 16, 2024
000165495424010815

1,219

$2.34 B
SPY, SHY, VCSH, VIG
13F-HR
Aug 16, 2024
000165495424010814

1,165

$2.14 B
SPY, SHY, VIG, MSFT
13F-HR
Aug 16, 2024
000165495424010813

1,142

$1.97 B
SPY, SHY, VIG, MSFT
13F-HR
Aug 16, 2024
000165495424010812

1,111

$1.79 B
SPY, SHY, MSFT, VIG
13F-HR
Aug 16, 2024
000165495424010811

1,102

$1.71 B
SPY, SHY, MSFT, VIG
13F-HR
Aug 16, 2024
000165495424010810

1,071

$1.40 B
SPY, SHY, MSFT, KRE
13F-HR
Aug 16, 2024
000165495424010809

1,068

$1.67 B
SPY, VCSH, SHY, KRE
13F-HR
Aug 16, 2024
000165495424010808