Titelia

Holdings of TD PRIVATE CLIENT WEALTH LLC

1460 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 41.2 % of the equity sleeve

Sector breakdown

  • Funds 10.2 %
  • Technology 5.5 %
  • Financials 3.2 %
  • Health care 2.4 %
  • Industrials 2.1 %
  • Communication 1.9 %
  • Consumer discretionary 1.6 %
  • Consumer staples 1.5 %
  • Utilities 1.2 %
  • Energy 0.6 %
  • Real estate 0.6 %
  • Materials 0.3 %
  • Unattributed 68.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.1 %
  • GB 0.4 %
  • TW 0.2 %
  • FR 0.1 %
  • NL 0.1 %
  • JP 0.0 %
  • MX 0.0 %
  • BR 0.0 %
  • DK 0.0 %
  • ES 0.0 %
  • KY 0.0 %
  • KR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,3804.7B $99.06 %
2GB1919.2M $0.41 %
3TW39.8M $0.21 %
4FR26.3M $0.13 %
5NL53.7M $0.08 %
6JP61.4M $0.03 %
7MX4569.2K $0.01 %
8BR3382.2K $0.01 %
9DK3348.2K $0.01 %
10ES4338.1K $0.01 %
11KY5309.5K $0.01 %
12KR5298.5K $0.01 %

Positions

RankCompanySharesValueWeight
301Reliance Inc 4,2911.3M $
302Bright Horizons Family Solutions Inc 15,8711.3M $
303iShares Russell 2000 Growth ETF 4,1091.3M $
304Lowe's Cos Inc 5,4371.3M $
305Ferguson Enterprises Inc 5,4451.3M $
306Saia Inc 3,5981.3M $
307Fidelity Covington Trust 34,5421.2M $
308Cooper Cos Inc/The 17,2761.2M $
309Air Products and Chemicals Inc 4,2521.2M $
310Bristol-Myers Squibb Co 20,3621.2M $
311Palantir Technologies Inc 8,4231.2M $
312Westinghouse Air Brake Technologies Corp 4,8741.2M $
313Elevance Health Inc 4,1301.2M $
314EQT Corp 18,5031.2M $
315S&P Global Inc 2,7581.2M $
316Vanguard Charlotte Funds 24,3431.2M $
317PPG Industries Inc 10,8501.2M $
318Schwab Intermediate-Term U.S. Treasury ETF 46,0831.1M $
319Jack Henry & Associates Inc 7,2581.1M $
320Shell PLC 12,2871.1M $
321GLOBAL X FUNDS 61,8651.1M $
322AppLovin Corp 2,8531.1M $
323CDW Corp/DE 9,3501.1M $
324ServiceTitan Inc 17,6851.1M $
325Palo Alto Networks Inc 6,9911.1M $
326Marsh & McLennan Cos Inc 6,4181.1M $
327Lennox International Inc 2,3751.1M $
328Vanguard Index Funds 5,9581.1M $
329Schwab U.S. Aggregate Bond ETF 46,8161.1M $
330Evergy Inc 13,2131.1M $
331Trimble Inc 16,5361.1M $
332iShares Trust 8,9921.1M $
333Keurig Dr Pepper Inc 39,6071M $
334Ameriprise Financial Inc 2,3361M $
335Salesforce Inc 5,4501M $
336Ecolab Inc 3,8231M $
337Nasdaq Inc 11,639988K $
338Diamondback Energy Inc 4,992987.4K $
339EOG Resources Inc 6,775979.4K $
340Crown Holdings Inc 9,733975.7K $
341Rentokil Initial PLC 30,922973.4K $
342Monolithic Power Systems Inc 889972K $
343American International Group Inc 12,730957.9K $
344Universal Display Corp 10,411954.3K $
345iShares S&P Mid-Cap 400 Growth ETF 9,445950.3K $
346US Foods Holding Corp 10,245944.7K $
347Crown Castle Inc 11,498934.9K $
348iShares J.P. Morgan USD Emerging Markets Bond ETF 9,950934.6K $
349iShares ESG Aware MSCI USA ETF 6,565928.5K $
350ServiceNow Inc 8,872927.6K $
351SS&C Technologies Holdings Inc 13,366903.1K $
352Choice Hotels International Inc 8,703900.8K $
353ProShares Trust 8,465897.3K $
354Sherwin-Williams Co/The 2,795896K $
355Pool Corp 4,395889.2K $
356Hamilton Lane Inc 8,885883.2K $
357Zebra Technologies Corp 4,178873.5K $
358Bentley Systems Inc 24,667866.3K $
359Hartford Insurance Group Inc/The 6,354859.3K $
360VANGUARD ENERGY ETF VANGUARD ENERGY ETF 4,940854.8K $
361Boston Scientific Corp 13,616854.4K $
362Align Technology Inc 4,934845.8K $
363International Flavors & Fragrances Inc 11,579840.1K $
364SiteOne Landscape Supply Inc 6,298838.3K $
365QUALCOMM Inc 6,465832.6K $
366eBay Inc 9,127830.7K $
367Snowflake Inc 5,497829K $
368EMCOR Group Inc 1,110819.5K $
369NVR Inc 124817.1K $
370Vertex Pharmaceuticals Inc 1,824814.5K $
371Cintas Corp 4,738801.4K $
372QXO Inc 41,265801.4K $
373Jacobs Solutions Inc 6,233793.3K $
374Ollie's Bargain Outlet Holdings Inc 8,604791.9K $
375IQVIA Holdings Inc 4,594783.5K $
376Datadog Inc 6,559774.3K $
377Fortive Corp 14,001774K $
378Automatic Data Processing Inc 3,788769.6K $
379MongoDB Inc 3,109761K $
380Vanguard Scottsdale Funds 3,319760.2K $
381Intel Corp 17,218759.8K $
382Welltower Inc 3,834758K $
383Motorola Solutions Inc 1,719746K $
384Select Sector Spdr Trust 15,027741.9K $
385Allstate Corp/The 3,541734.2K $
386United Parcel Service Inc 7,423730.2K $
387VANGUARD ADMIRAL FDS INC 6,168705.2K $
388GSK PLC 12,710701.5K $
389Fidelity National Financial Inc 15,119701.2K $
390Thor Industries Inc 8,708695.7K $
391Toyota Motor Corp 3,326685.5K $
392Ventas Inc 8,341682.1K $
393West Pharmaceutical Services Inc 2,710679.2K $
394Rio Tinto PLC 7,183670.1K $
395Bank of New York Mellon Corp/The 5,646669.8K $
396Carlisle Cos Inc 1,998666.6K $
397MSC Industrial Direct Co Inc 7,220666.2K $
398AvalonBay Communities, Inc. 4,056662.5K $
399Ross Stores Inc 3,045659.6K $
400Kinder Morgan, Inc. 19,629658.2K $