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TD Private Client Wealth LLC

Q2 2025 Holdings

Filed 2025-07-15 | 1404 holdings | $4.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Gitlab Inc CL A COM(GTLB)COMMON STOCK37637K108$5.6K1240.0%
Epam SYS Inc COM(EPAM)COMMON STOCK29414B104$5.7K320.0%
Boston Beer Inc CL A(SAM)COMMON STOCK100557107$5.9K310.0%
Aptargroup Inc COM(ATR)COMMON STOCK038336103$5.9K380.0%
Liberty Media Corp del COM Liberty Formula One SER C(FWONK)COMMON STOCK531229755$6.0K570.0%
Annaly Cap Mgmt Inc COM New(NLY)COMMON STOCK035710839$6.0K3190.0%
Tanger Inc COM(SKT)COMMON STOCK875465106$6.1K2000.0%
Houlihan Lokey Inc CL A(HLI)COMMON STOCK441593100$6.1K340.0%
Marketaxess Hldgs Inc COM(MKTX)COMMON STOCK57060D108$6.3K280.0%
LAS Vegas Sands Corp COM(LVS)COMMON STOCK517834107$6.3K1440.0%
Corcept Therapeutics Inc Oc-Com(CORT)COMMON STOCK218352102$6.4K870.0%
YUM China Hldgs Inc COM(YUMC)COMMON STOCK98850P109$6.4K1430.0%
Standardaero Inc COM(SARO)COMMON STOCK85423L103$6.6K2070.0%
Illumina Inc COM(ILMN)COMMON STOCK452327109$6.7K700.0%
Hubspot Inc COM(HUBS)COMMON STOCK443573100$6.7K120.0%
Caesars Entmt Inc New COM(CZR)COMMON STOCK12769G100$6.7K2360.0%
Carlisle COS Inc COM(CSL)COMMON STOCK142339100$6.7K180.0%
Enphase Energy Inc COM(ENPH)COMMON STOCK29355A107$7.0K1760.0%
Affirm Hldgs Inc CL A(AFRM)COMMON STOCK00827B106$7.1K1030.0%
Louisiana-Pac Corp COM(LPX)COMMON STOCK546347105$7.4K860.0%
Carvana Co CL A(CVNA)COMMON STOCK146869102$7.4K220.0%
Twilio Inc CL A(TWLO)COMMON STOCK90138F102$7.5K600.0%
Pimco ETF TR 25 Plus YR Zero CPN US Treas Index Exchange-Traded FD(ZROZ)EXCHANGE TRADED FUND72201R882$7.6K1130.0%
Koninklijke Philips N V Isin#us5004723038(PHG)COMMON STOCK ADR500472303$7.7K3220.0%
Invesco Exchange-Traded FD TR II Emerging Mkts Sovereign Debt ETF(PCY)EXCHANGE TRADED FUND46138E784$7.7K3780.0%
Spdr SER TR Bloomberg Barclays Aggregate BD ETF(SPAB)EXCHANGE TRADED FUND78464A649$7.7K3020.0%
Coca Cola Cons Inc COM(COKE)COMMON STOCK191098102$7.8K700.0%
Lennar Corp CL B(LEN/B)COMMON STOCK526057302$7.9K750.0%
Everest Group LTD SHS Isin#bmg3223r1088(EG)COMMON STOCKG3223R108$8.2K240.0%
Voya Finl Inc COM(VOYA)COMMON STOCK929089100$8.2K1150.0%
Nexxen Intl LTD SHS New Isin#il0012165630(NEXN)COMMON STOCKM8T80P204$8.2K7880.0%
Williams Sonoma Inc COM(WSM)COMMON STOCK969904101$8.3K510.0%
Penske Automotive Group Inc COM(PAG)COMMON STOCK70959W103$8.4K490.0%
Alaska AIR Group Inc COM(ALK)COMMON STOCK011659109$8.5K1710.0%
RBC Bearings Inc COM(RBC)COMMON STOCK75524B104$8.5K220.0%
Global Pmts Inc COM(GPN)COMMON STOCK37940X102$8.5K1060.0%
Microstrategy Inc CL A New(MSTR)COMMON STOCK594972408$8.5K210.0%
Schwab Strategic TR 5 -10 YR Corporate BD ETF(SCHI)EXCHANGE TRADED FUND808524698$8.5K3740.0%
Occidental Pete Corp WT EXP EXP 08/03/27(OXY/WS)WARRANT674599162$8.5K4120.0%
Tenet Healthcare Corp COM New(THC)COMMON STOCK88033G407$8.6K490.0%
Gentex Corp COM(GNTX)COMMON STOCK371901109$8.7K3970.0%
Essex Ppty TR Inc COM(ESS)COMMON STOCK297178105$8.8K310.0%
Weyerhaeuser Co COM(WY)COMMON STOCK962166104$8.8K3430.0%
MDU RES Group Inc COM(MDU)COMMON STOCK552690109$9.0K5390.0%
Campbell Soup Co COM(CPB)COMMON STOCK134429109$9.0K2940.0%
Roivant Sciences Limited Registered SHS Isin#bmg762791017(ROIV)COMMON STOCKG76279101$9.2K8200.0%
Wynn Resorts LTD COM(WYNN)COMMON STOCK983134107$9.4K1000.0%
Federal Rlty Invt TR New COM(FRT)COMMON STOCK313745101$9.7K1020.0%
OGE Energy Corp COM(OGE)COMMON STOCK670837103$10.0K2260.0%
Steris PLC Registered SHS Isin#ie00bfy8c754(STE)COMMON STOCKG8473T100$10.1K420.0%
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