TD PRIVATE CLIENT WEALTH LLC

CIK
1551017
City
NEW YORK
State / Country
NY

Top Portfolio Positions

1,371 positions · $1,427,785,809 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

25 quarters · across all stocks

Holdings in CYD

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $22,137 575
2025-12-31 $14,164 399