TD PRIVATE CLIENT WEALTH LLC

CIK

1551017

Location

NEW YORK, NY

Portfolio Value

Small $133,326,327

Diversification

Diversified

Filing Date

Global Rank

#1,438 / 8,578 ▼ 11

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

-2.9%

Period ended 3 months ago

Filed Apr 27, 2026 · 49d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.3%

SPY

+74.2%

Annualised alpha

-2.8%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,372 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.8%

−0.5 pts

Top 5

26.1%

−1.1 pts

Top 10

34.4%

−2.1 pts

HHI

264

Diversified−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.1%	$288,633,797	228
Unclassified	18.5%	$265,515,557	8
Financial Services	12.2%	$174,664,325	206
Healthcare	9.3%	$133,326,327	157
Industrials	8.8%	$126,587,704	205
Consumer Cyclical	6.5%	$94,000,884	176
Communication Services	5.9%	$85,025,479	57
Consumer Defensive	5.3%	$76,365,819	73
Energy	4.9%	$70,779,680	66
Utilities	4.3%	$61,767,314	50
Real Estate	2.4%	$33,881,125	82
Basic Materials	1.8%	$25,316,630	64

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KIM	Kimco Realty Corp	+106,366	108,954	$2,448,196
T	At&T Inc.	+51,706	238,098	$6,902,461
VZ	Verizon Communications Inc	+47,366	195,986	$9,838,497
MDLZ	Mondelez International, Inc.	+44,773	92,854	$5,352,104
MDLN	Medline Inc.	+40,995	41,174	$1,832,243
AAPL	Apple Inc.	+37,043	162,789	$41,314,220
PAYX	Paychex Inc	+32,331	75,338	$6,940,136
RTO	Rentokil Initial PLC /Fi	+30,899	30,922	$973,424
SNY	Sanofi	+29,240	130,249	$6,275,396
UL	Unilever PLC	+23,987	59,564	$3,393,361
BAX	Baxter International Inc	+23,303	97,378	$1,635,950
PFE	Pfizer Inc	+21,821	206,096	$5,787,175
AMT	American Tower Corp /Ma/	+21,353	24,900	$4,297,242
MRK	Merck & Co., Inc.	+20,402	59,416	$7,147,150
BTI	British American Tobacco p.l.c.	+19,933	133,493	$7,805,335
WEC	Wec Energy Group, Inc.	+19,850	50,986	$5,902,649
FE	Firstenergy Corp	+19,792	111,242	$5,635,519
VICI	Vici Properties Inc.	+18,626	118,772	$3,244,851
MDT	Medtronic plc	+17,594	125,761	$10,897,190
EQT	EQT Corp	+14,921	18,503	$1,177,530
PFG	Principal Financial Group Inc	+14,892	15,238	$1,373,096
TAK	Takeda Pharmaceutical Co Ltd	+14,101	23,925	$443,091
QXO	QXO, Inc.	+13,517	41,265	$801,366
ABNB	Airbnb, Inc.	+13,346	18,946	$2,392,500
CVX	Chevron Corp	+12,797	92,800	$19,200,320
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSK	GSK plc	−58,077	12,710	$701,464
HPQ	Hp Inc	−41,919	3,284	$63,085
KHC	Kraft Heinz Co	−40,170	911	$20,488
PCG	PG&E Corp	−31,028	1,449	$25,458
KVUE	Kenvue Inc.	−26,700	3,059	$52,737
ASX	ASE Technology Holding Co., Ltd.	−26,356	27,930	$605,522
SEE	SEALED AIR CORP/DE	−26,104	141	$5,929
SHEL	Shell plc	−25,954	12,287	$1,142,691
APH	Amphenol Corp /De/	−24,374	31,938	$4,035,366
NGG	National Grid PLC	−22,086	54,346	$4,597,671
JNJ	Johnson & Johnson	−21,690	32,478	$7,938,922
TECK	Teck Resources Ltd	−21,188	8,355	$432,371
XOM	Exxon Mobil Corp	−20,678	44,054	$7,474,201
CPB	CAMPBELL'S Co	−19,863	608	$13,540
AEP	American Electric Power Co Inc	−19,122	39,727	$5,207,415
BSX	Boston Scientific Corp	−18,062	13,616	$854,404
O	Realty Income Corp	−17,977	37,777	$2,311,196
PM	Philip Morris International Inc.	−17,384	72,904	$12,053,947
LYG	Lloyds Banking Group plc	−17,013	62,937	$316,573
SSNC	SS&C Technologies Holdings Inc	−16,659	13,366	$903,140
EXC	Exelon Corp	−16,612	10,395	$509,562
OWL	Blue Owl Capital Inc.	−15,786	1,467	$13,393
XEL	Xcel Energy Inc	−14,693	34,220	$2,718,436
DT	Dynatrace, Inc.	−14,623	1,985	$73,405
CSCO	Cisco Systems, Inc.	−13,416	91,548	$7,103,209
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMCR	Amcor plc	90,924	$3,614,229
AZN	Astrazeneca PLC	9,006	$1,776,163
SMG	Scotts Miracle-Gro Co	4,578	$278,388
NNN	Nnn REIT, Inc.	6,605	$277,608
LRN	Stride, Inc.	1,146	$101,042
EDU	New Oriental Education & Technology Group Inc.	1,732	$98,083
INDV	Indivior Pharmaceuticals, Inc.	2,657	$80,985
NMIH	NMI Holdings, Inc.	1,879	$70,481
ST	Sensata Technologies Holding plc	1,512	$53,252
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	3,151	$50,636
GBCI	Glacier Bancorp, Inc.	1,007	$44,982
ZIM	ZIM Integrated Shipping Services Ltd.	739	$19,472
SUNB	Sunbelt Rentals Holdings, Inc.	196	$12,757
OII	Oceaneering International Inc	256	$9,080
BLDR	Builders FirstSource, Inc.	110	$9,056
VSNT	Versant Media Group, Inc.	176	$6,515
RYN	Rayonier Inc	227	$4,680
UTL	Unitil Corp	85	$4,440
MFA	Mfa Financial, Inc.	418	$4,004
SFBS	ServisFirst Bancshares, Inc.	49	$3,568
NSSC	Napco Security Technologies, Inc	80	$3,151
TPB	Turning Point Brands, Inc.	32	$2,777
DEI	Douglas Emmett Inc	284	$2,675
EE	Excelerate Energy, Inc.	76	$2,539
QGEN	Qiagen N.V.	49	$1,961
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TBBK	Bancorp, Inc.	3,441	$232,336
BZ	Kanzhun Ltd	4,998	$101,859
CVLT	Commvault Systems Inc	612	$76,720
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	3,540	$54,020
ACM	Aecom	555	$52,908
ZD	Ziff Davis, Inc.	1,484	$52,162
TNC	Tennant Co	527	$38,839
TCOM	Trip.com Group Ltd	433	$31,137
HMY	Harmony Gold Mining Co Ltd	1,324	$26,347
HIW	Highwoods Properties, Inc.	1,015	$26,207
FUTU	Futu Holdings Ltd	152	$24,959
LPX	Louisiana-Pacific Corp	198	$15,990
TIMB	Tim S.A.	631	$12,272
ACHR	Archer Aviation Inc.	1,292	$9,715
BOW	Bowhead Specialty Holdings Inc.	117	$3,339
CLS	Celestica Inc	11	$3,251
BBNX	Beta Bionics, Inc.	66	$2,011
EXAS	EXACT SCIENCES CORP	16	$1,624
PAC	Pacific Airport Group	6	$1,581
CCOI	Cogent Communications Holdings, Inc.	70	$1,509
JACK	Jack In The Box Inc	72	$1,364
EFC	Ellington Financial Inc.	93	$1,262
WBS	Webster Financial Corp	20	$1,258
GNTX	Gentex Corp	54	$1,256
CYH	Community Health Systems Inc	350	$1,092
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

157 positions · $133,326,327 total · Healthcare only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 157 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABBV	AbbVie Inc. Healthcare	Reduced	66,201	-1,872	$14,398,055	−7.4%	10.80%
MDT	Medtronic plc Healthcare	Added	125,761	+17,594	$10,897,190	+4.9%	8.17%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	69,921	-13,279	$9,744,889	−4.6%	7.31%
JNJ	Johnson & Johnson Healthcare	Reduced	32,478	-21,690	$7,938,922	−29.2%	5.95%
CVS	CVS HEALTH Corp Healthcare	Reduced	107,206	-4,133	$7,699,534	−12.9%	5.77%
MRK	Merck & Co., Inc. Healthcare	Added	59,416	+20,402	$7,147,150	+74.0%	5.36%
AMGN	Amgen Inc Healthcare	Reduced	18,033	-4,826	$6,344,911	−15.2%	4.76%
SNY	Sanofi Healthcare	Added	130,249	+29,240	$6,275,396	+28.2%	4.71%
PFE	Pfizer Inc Healthcare	Added	206,096	+21,821	$5,787,175	+26.1%	4.34%
LLY	ELI LILLY & Co Healthcare	Added	5,854	+287	$5,384,333	−10.0%	4.04%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	10,400	+870	$5,111,912	−7.4%	3.83%
ABT	Abbott Laboratories Healthcare	Reduced	36,761	-292	$3,774,251	−18.7%	2.83%
CAH	Cardinal Health Inc Healthcare	Reduced	10,940	-1,255	$2,311,731	−7.8%	1.73%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	4,795	-2,127	$2,269,185	−29.8%	1.70%
NVS	Novartis AG Healthcare	Reduced	13,748	-2,548	$2,100,007	−6.5%	1.58%
ISRG	Intuitive Surgical Inc Healthcare	Added	4,274	+213	$1,970,271	−14.3%	1.48%
MCK	Mckesson Corp Healthcare	Reduced	2,205	-191	$1,908,118	−2.9%	1.43%
BDX	Becton Dickinson & Co Healthcare	Reduced	11,765	-2,908	$1,849,810	−17.4%	1.39%
MDLN	Medline Inc. Healthcare	Added	41,174	+40,995	$1,832,243	+24271.4%	1.37%
AZN	Astrazeneca PLC Healthcare	NEW	9,006	NEW	$1,776,163	NEW	1.33%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Reduced	2,761	-675	$1,637,217	−2.2%	1.23%
BAX	Baxter International Inc Healthcare	Added	97,378	+23,303	$1,635,950	+15.6%	1.23%
SYK	Stryker Corp Healthcare	Added	4,964	+39	$1,631,120	−5.8%	1.22%
DHR	Danaher Corp /De/ Healthcare	Added	8,363	+1,253	$1,585,624	−2.6%	1.19%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,820	-1,843	$1,574,833	−37.7%	1.18%
COR	Cencora, Inc. Healthcare	Reduced	4,451	-310	$1,398,237	−13.0%	1.05%
COO	Cooper Companies, Inc. Healthcare	Added	17,276	+515	$1,235,234	−10.1%	0.93%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	20,362	-7,467	$1,234,955	−17.7%	0.93%
ELV	Elevance Health, Inc. Healthcare	Added	4,130	+151	$1,209,057	−13.3%	0.91%
BSX	Boston Scientific Corp Healthcare	Reduced	13,616	-18,062	$854,404	−71.7%	0.64%
ALGN	Align Technology Inc Healthcare	Added	4,934	+4,689	$845,835	+2111.0%	0.63%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	1,824	-19	$814,488	−2.5%	0.61%
IQV	Iqvia Holdings Inc. Healthcare	Added	4,594	+1,692	$783,460	+19.8%	0.59%
GSK	GSK plc Healthcare	Reduced	12,710	-58,077	$701,464	−79.8%	0.53%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	2,710	-972	$679,234	−33.0%	0.51%
DGX	Quest Diagnostics Inc Healthcare	Reduced	3,282	-418	$643,206	+0.2%	0.48%
EXEL	Exelixis, Inc. Healthcare	Added	12,637	+171	$542,000	−0.8%	0.41%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Reduced	2,836	-135	$536,145	+6.2%	0.40%
CI	Cigna Group Healthcare	Added	1,758	+79	$468,946	+1.5%	0.35%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	Added	23,925	+14,101	$443,091	+189.3%	0.33%
CHE	Chemed Corp Healthcare	Reduced	1,138	-512	$429,868	−39.1%	0.32%
LH	Labcorp Holdings Inc. Healthcare	Reduced	1,519	-168	$405,284	−4.2%	0.30%
VEEV	Veeva Systems Inc Healthcare	Added	2,280	+179	$400,504	−14.6%	0.30%
EHC	Encompass Health Corp Healthcare	Reduced	3,987	-2,214	$385,662	−41.4%	0.29%
BIIB	Biogen Inc. Healthcare	Added	1,909	+1,452	$349,976	+335.1%	0.26%
OPCH	Option Care Health, Inc. Healthcare	Reduced	11,804	-295	$317,763	−17.6%	0.24%
ZTS	Zoetis Inc. Healthcare	Added	2,624	+37	$310,183	−4.7%	0.23%
THC	Tenet Healthcare Corp Healthcare	Reduced	1,598	-194	$301,558	−15.3%	0.23%
A	Agilent Technologies, Inc. Healthcare	Reduced	2,375	-388	$270,702	−28.0%	0.20%
HLN	Haleon plc Healthcare	Reduced	23,693	-1,272	$237,166	−6.0%	0.18%