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 NGG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,597,671 | 54,346 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $5,912,015 | 76,432 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $5,990,987 | 82,441 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,685,668 | 76,410 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $4,477,095 | 68,238 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,037,193 | 51,114 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,118,820 | 59,119 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,457,813 | 60,877 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,089,720 | 59,949 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $4,737,067 | 69,673 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,402,344 | 72,610 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $5,098,900 | 75,730 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $4,653,031 | 68,437 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $4,013,994 | 66,545 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $3,380,522 | 65,603 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $4,015,372 | 62,071 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $4,757,791 | 61,894 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $4,199,333 | 58,066 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $3,804,871 | 63,808 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,103,221 | 64,173 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $3,853,621 | 65,051 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $3,956,131 | 67,019 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,896,259 | 67,421 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $4,137,001 | 68,110 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $4,188,972 | 71,889 | Shares | Defined | 2024-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||