TD PRIVATE CLIENT WEALTH LLC
Top Portfolio Positions
1,374 positions ·
$1,435,984,792 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 | 13.76% | |
| NVDA |
Nvidia Corp
Technology
|
287,014 | $50,055,241 | 3.49% | |
| MSFT |
Microsoft Corp
Technology
|
118,075 | $43,707,822 | 3.04% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
72,338 | $41,752,046 | 2.91% | |
| AAPL |
Apple Inc.
Technology
|
162,789 | $41,314,220 | 2.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
150,797 | $31,406,491 | 2.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
91,125 | $26,203,905 | 1.82% | |
| 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
25 quarters · across all stocks
Holdings in CUK
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,772 | 224 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,759 | 58 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,533 | 58 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,479 | 58 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $473 | 27 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $607 | 27 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $450 | 27 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $464 | 27 | Shares | Defined | 2024-08-14 | |
| 2020-09-30 | $749 | 58 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $893 | 71 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $847 | 71 | Shares | Defined | 2024-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||