TD PRIVATE CLIENT WEALTH LLC
Top Portfolio Positions
1,371 positions ·
$1,427,785,809 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
303,803 | $197,575,243 | 13.84% | |
| NVDA |
Nvidia Corp
Technology
|
287,014 | $50,055,241 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
118,075 | $43,707,822 | 3.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
72,338 | $41,752,046 | 2.92% | |
| AAPL |
Apple Inc.
Technology
|
162,789 | $41,314,220 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
150,797 | $31,406,491 | 2.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
91,125 | $26,203,905 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
74,494 | $21,913,155 | 1.53% | |
| AVGO |
Broadcom Inc.
Technology
|
65,718 | $20,340,378 | 1.42% | |
| CVX |
Chevron Corp
Energy
|
92,800 | $19,200,320 | 1.34% |
Portfolio Trend
Holdings in AUDC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,464 | 412 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,614 | 414 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,217 | 443 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $4,232 | 431 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,786 | 402 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,574 | 367 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,531 | 363 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $4,048 | 390 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,085 | 390 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $5,057 | 419 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,468 | 442 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $5,651 | 619 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $9,907 | 657 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $10,662 | 596 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $14,111 | 647 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $13,356 | 606 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $15,738 | 616 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $20,878 | 601 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $23,168 | 712 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $45,432 | 1,373 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $35,559 | 1,318 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $34,795 | 1,263 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $48,920 | 1,555 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $119,180 | 3,749 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $42,858 | 1,794 | Shares | Defined | 2024-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||