TD Waterhouse Canada Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), TD Waterhouse Canada Inc. reported 1,907 stock positions worth $12.3 billion. Its top holding was Royal Bank of Canada (RY) at 5.5% of the portfolio, followed by Toronto-Dominion Bank (TD, 4.9%) and Microsoft (MSFT, 3.1%). Compared with Q2 2024, it opened 144 new positions, sold out of 140, added to 694 and reduced 501. The biggest buy was Toronto-Dominion Bank (TD, shares +0%) and the biggest sale Nutrien (NTR, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001999606
- Portfolio Value
- $12.3B (Q3 2024)
- SEC Filing
- 0001654954-24-014172 ↗ filed Nov 12, 2024
Holdings Value
Holdings 1,907 stocks · $12.3B
| RY Royal Bank of Canada | 5.54% | 5,534,465 | $682.5M | Reduce -0.4% |
| TD Toronto-Dominion Bank | 4.94% | 9,605,261 | $609.0M | Add +0.4% |
| MSFT Microsoft Corp. | 3.11% | 913,687 | $383.7M | Add +1.4% |
| AAPL Apple Inc. | 2.72% | 1,484,927 | $335.6M | Reduce -0.2% |
| ENB Enbridge Inc. | 2.46% | 7,411,419 | $303.3M | Add +2.1% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 1.86% | 2,476,545 | $228.7M | Add +6.9% |
| MFC Manulife Financial Corp. | 1.69% | 7,085,213 | $207.9M | Reduce -0.3% |
| TRP TC Energy Corp. | 1.69% | 4,348,206 | $207.7M | Reduce -10.3% |
| CNQ Canadian Natural Resources | 1.66% | 5,823,932 | $204.3M | Add +2.7% |
| CNI Canadian Natl Railway Co. | 1.63% | 1,720,660 | $201.1M | Add +4.8% |
| BN Brookfield Corp. | 1.60% | 3,745,355 | $197.3M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 1.54% | 919,676 | $190.2M | Add +3.5% |
| FTS Fortis Inc. | 1.54% | 4,214,231 | $189.1M | Add +3.9% |
| AMZN Amazon.com Inc. | 1.53% | 1,020,308 | $188.8M | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 328,496 | $186.1M | Reduce -3.4% |
| V Visa Inc. Class A | 1.47% | 653,169 | $181.2M | Add +4.7% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 1.45% | 3,311,716 | $179.1M | Add +5.0% |
| SU Suncor Energy Inc. | 1.45% | 4,562,970 | $178.0M | Add +7.6% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 1.38% | 2,902,179 | $169.9M | Add +0.6% |
| TU Telus Corp. | 1.37% | 10,057,323 | $168.3M | Add +9.1% |
| COST Costco Wholesale Corp. | 1.23% | 173,216 | $152.0M | Add +0.1% |
| NVDA Nvidia Corp. | 1.19% | 1,256,927 | $146.9M | Add +0.6% |
| CP Canadian Pacific Kansas City | 1.12% | 1,641,610 | $137.7M | Add +6.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.07% | 288,923 | $132.0M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 1.03% | 752,873 | $126.7M | Add +4.8% |
| SLF Sun Life Financial Inc. | 0.92% | 1,959,739 | $112.9M | Add +2.1% |
| META Meta Platforms Inc. Class A | 0.91% | 194,882 | $112.2M | Add +3.7% |
| HD Home Depot Inc. | 0.89% | 268,353 | $109.6M | Add +8.5% |
| JNJ Johnson & Johnson | 0.88% | 673,423 | $108.1M | Add +4.1% |
| MCD McDonald's Corp. | 0.84% | 342,213 | $103.6M | Add +6.1% |
| UNH Unitedhealth Group Inc. | 0.82% | 172,826 | $100.7M | Add +4.7% |
| NTR Nutrien Ltd. | 0.81% | 2,039,645 | $100.3M | Reduce -8.1% |
| RCI Rogers Communications Inc. Class B | 0.77% | 2,421,770 | $95.1M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.76% | 559,893 | $93.4M | Reduce -2.2% |
| TECK Teck Resources Ltd.-CLS B | 0.76% | 1,801,114 | $93.0M | Add +2.4% |
| BCE Bce Inc. | 0.71% | 2,535,031 | $88.0M | Reduce -1.9% |
| AEM Agnico Eagle Mines Ltd. | 0.70% | 1,063,390 | $85.9M | Add +8.0% |
| QSR Restaurant Brands Intern | 0.67% | 1,148,700 | $82.6M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.65% | 462,960 | $80.0M | Add +7.2% |
| CVE Cenovus Energy Inc. | 0.63% | 4,385,001 | $77.0M | Add +22.9% |
| LLY Eli Lilly & Co. | 0.62% | 86,550 | $76.4M | Add +9.1% |
| WMT Walmart Inc. | 0.61% | 925,854 | $75.2M | Add +9.1% |
| PANW Palo Alto Networks Inc. | 0.58% | 217,847 | $71.8M | Add +3.9% |
| GIB Cgi Inc. | 0.58% | 625,825 | $70.9M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 0.52% | 1,231,646 | $64.4M | Add +7.9% |
| BAM Brookfield Asset Mgmt-A | 0.50% | 1,293,350 | $61.1M | Add +6.1% |
| ORCL Oracle Corp. | 0.43% | 319,752 | $53.5M | Add +9.6% |
| QCOM Qualcomm Inc. | 0.43% | 321,414 | $53.2M | Add +7.5% |
| MA Mastercard Inc. Class A | 0.43% | 106,999 | $53.0M | Add +4.0% |
| AVGO Broadcom Inc. | 0.43% | 316,494 | $52.9M | Add +15.5% |
| WCN Waste Connections Inc. | 0.40% | 280,753 | $49.7M | Add +79.0% |
| BIP Brookfield Infrastructure Pa | 0.39% | 1,398,377 | $48.0M | Add +2.0% |
| PBA Pembina Pipeline Corp. | 0.38% | 1,124,311 | $46.8M | Add +23.9% |
| CCJ Cameco Corp. | 0.38% | 964,927 | $46.8M | Reduce -1.8% |
| XLV SS Health Care Select Sector | 0.37% | 299,379 | $45.9M | Add +9.5% |
| ANET Arista Networks Inc. | 0.37% | 119,707 | $45.7M | Add +1.6% |
| BEPC Brookfield Renewable Cor-A | 0.37% | 1,402,750 | $45.6M | Add +0.3% |
| XLK SS Technology Select Sector | 0.36% | 204,725 | $45.0M | Add +17.2% |
| WPM Wheaton Precious Metals Corp. | 0.36% | 728,148 | $44.0M | Add +6.5% |
| SYK Stryker Corp. | 0.35% | 120,349 | $43.0M | Add +12.6% |
| BIPC Brookfield Infrastructure-A | 0.34% | 987,420 | $42.0M | Reduce -1.2% |
| MGA Magna International Inc. | 0.33% | 977,762 | $40.5M | Add +7.6% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 839,806 | $40.3M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.31% | 66,757 | $38.1M | Reduce -3.9% |
| ETN Eaton Corp. PLC | 0.31% | 116,300 | $38.1M | Reduce -10.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 401,575 | $37.7M | Add +3.4% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 200,070 | $37.2M | Add +8.3% |
| NKE Nike Inc. Class B | 0.29% | 406,699 | $36.2M | Add +3.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 902,542 | $35.4M | Add +0.7% |
| STN Stantec Inc. | 0.28% | 433,882 | $34.6M | Add +10.4% |
| FNV Franco-Nevada Corp. | 0.28% | 272,660 | $34.4M | Add +4.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 69,255 | $33.3M | Add +2.4% |
| GD General Dynamics Corp. | 0.27% | 107,409 | $32.8M | Add +12.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 280,362 | $32.7M | Add +6.5% |
| SHOP Shopify Inc. Class A | 0.27% | 417,971 | $32.7M | Add +24.1% |
| MRK Merck & Co. Inc. | 0.26% | 281,286 | $32.2M | Add +12.4% |
| UNP Union Pacific Corp. | 0.26% | 130,966 | $32.1M | Reduce -4.2% |
| VOO Vanguard S&P 500 ETF | 0.26% | 60,578 | $31.7M | Reduce -15.4% |
| NFLX Netflix Inc. | 0.26% | 44,884 | $31.6M | Reduce -2.6% |
| CVS CVS Health Corp. | 0.25% | 503,898 | $31.1M | Reduce -7.2% |
| CVX Chevron Corp. | 0.25% | 194,395 | $30.2M | Reduce -2.8% |
| DHR Danaher Corp. | 0.24% | 107,423 | $29.5M | Add +3.8% |
| CAT Caterpillar Inc. | 0.23% | 73,740 | $28.9M | Reduce -8.7% |
| AMGN Amgen Inc. | 0.23% | 88,861 | $28.4M | Add +2.5% |
| TRI Thomson Reuters Corp. | 0.23% | 167,538 | $28.3M | Add +1.7% |
| SRE Sempra | 0.23% | 333,670 | $28.0M | Add +174.5% |
| IEF iShares 7-10 Year Treasury B | 0.23% | 285,011 | $27.9M | Add +59.8% |
| GEHC GE Healthcare Technology | 0.23% | 302,891 | $27.7M | Add +32.9% |
| C Citigroup Inc. | 0.22% | 419,290 | $27.7M | Add +12.4% |
| BX Blackstone Inc. | 0.22% | 180,711 | $27.4M | Add +4.4% |
| LOW Lowe's Cos Inc. | 0.22% | 99,675 | $27.2M | Add +1.7% |
| PFE Pfizer Inc. | 0.22% | 940,878 | $26.9M | Add +3.3% |
| TFII Tfi International Inc. | 0.22% | 200,479 | $26.8M | Reduce -9.7% |
| ATS Ats Corp. | 0.22% | 924,301 | $26.6M | Reduce -27.6% |
| KO The Coca-Cola Co. | 0.21% | 364,519 | $26.1M | Add +4.1% |
| IVE iShares S&P 500 Value ETF | 0.21% | 133,195 | $26.1M | Add +1.7% |
| GRP.U Granite Real Estate Investme | 0.20% | 412,581 | $24.7M | Add +8.5% |
| XOM Exxon Mobil Corp. | 0.20% | 198,126 | $24.7M | Add +9.2% |
| AXP American Express Co. | 0.20% | 90,225 | $24.2M | Add +16.7% |
| MS Morgan Stanley | 0.20% | 222,393 | $24.1M | Reduce -7.2% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $32K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | 1,832 | $22K | Reduce -0.1% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 302 | $9K | No change |
| DC.WS Dakota Gold Corp.-26 | *W EXP 03/15/202 | 901 | $568 | No change |
| RVMDW Revolution Medicines Inc.-28 | *W EXP 12/17/202 | 448 | $54 | No change |
| VWEWQ Vintage Wine Estates -CW27 | *W EXP 06/08/202 | 168,513 | $34 | No change |
| SEAPORT ENTERTAINMENT GR-RTS | RIGHT 10/10/2024 | 11 | $28 | New |
| AMPWF Ardagh Metal Packaging -CW26 | *W EXP 08/04/202 | 200 | $6 | No change |
Total filed on the 13F, all lines: $12.3B.
Portfolio Sells Q2 2024 → Q3 2024
| NTR Nutrien Ltd. | Reduce -8.1% | 0.81% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 0.76% | −0.18 |
| AAPL Apple Inc. | Reduce -0.2% | 2.72% | −0.17 |
| ATS Ats Corp. | Reduce -27.6% | 0.22% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.4% | 1.51% | −0.15 |
| TLH iShares 10-20 Year Treasury | Reduce -67.6% | 0.07% | −0.15 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -80.1% | 0.03% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -44.3% | 0.13% | −0.11 |
| UPS United Parcel Service Class B | Reduce -72.6% | 0.03% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -57.9% | 0.05% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Reduce -34.2% | 0.13% | −0.08 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.08 |
| TFII Tfi International Inc. | Reduce -9.7% | 0.22% | −0.07 |
| WDC Western Digital Corp. | Reduce -95.7% | 0.00% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -31.8% | 0.07% | −0.07 |
| CCJ Cameco Corp. | Reduce -1.8% | 0.38% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -15.4% | 0.26% | −0.07 |
| QSR Restaurant Brands Intern | Reduce -0.9% | 0.67% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -31.3% | 0.11% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -10.8% | 0.31% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Reduce -23.8% | 0.14% | −0.05 |
| CEG Constellation Energy | Reduce -89.6% | 0.01% | −0.04 |
| GLBE Global-E Online Ltd. | Reduce -98.1% | 0.00% | −0.04 |
| ADBE Adobe Inc. | Reduce -22.8% | 0.07% | −0.04 |
| RCI Rogers Communications Inc. Class B | Reduce -0.8% | 0.77% | −0.04 |
| MU Micron Technology Inc. | Reduce -55.2% | 0.02% | −0.04 |
| GFF Griffon Corp. | Reduce -99.8% | 0.00% | −0.04 |
| MDT Medtronic PLC | Reduce -29.0% | 0.11% | −0.04 |
| SOXX iShares Semiconductor ETF | Reduce -8.9% | 0.11% | −0.04 |
| CVX Chevron Corp. | Reduce -2.8% | 0.25% | −0.04 |
| INDA iShares MSCI India ETF | Reduce -96.6% | 0.00% | −0.03 |
| HON Honeywell International Inc. | Reduce -8.3% | 0.14% | −0.03 |
| BCE Bce Inc. | Reduce -1.9% | 0.71% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -3.9% | 0.31% | −0.03 |
| CVS CVS Health Corp. | Reduce -7.2% | 0.25% | −0.03 |
| GJUL FT Vest US Equity Moderate B | Sold out | 0.00% | −0.03 |
| SMH Vaneck Semiconductor ETF | Reduce -0.8% | 0.13% | −0.03 |
| ABBV Abbvie Inc. | Reduce -28.4% | 0.08% | −0.03 |
| INTC Intel Corp. | Reduce -27.9% | 0.02% | −0.03 |
| GBX Greenbrier Companies Inc. | Sold out | 0.00% | −0.02 |
| DELL Dell Technologies -C | Reduce -40.7% | 0.02% | −0.02 |
| KHC The Kraft Heinz Co. | Reduce -79.0% | 0.01% | −0.02 |
| PEP Pepsico Inc. | Reduce -6.0% | 0.18% | −0.02 |
| BBUC Brookfield Business Class A | Reduce -40.9% | 0.04% | −0.02 |
| NFLX Netflix Inc. | Reduce -2.6% | 0.26% | −0.02 |
| TMSL T.rowe PRC Small-Mid Cap ETF | Sold out | 0.00% | −0.02 |
| CRM Salesforce Inc. | Reduce -12.3% | 0.11% | −0.02 |
| PDD PDD Holdings Inc. | Reduce -99.8% | 0.00% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -9.7% | 0.13% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| TD Toronto-Dominion Bank | Add +0.4% | 4.94% | +0.24 |
| BN Brookfield Corp. | Add +1.7% | 1.60% | +0.24 |
| WCN Waste Connections Inc. | Add +79.0% | 0.40% | +0.16 |
| ENB Enbridge Inc. | Add +2.1% | 2.46% | +0.16 |
| BNS Bank of Nova Scotia | Add +5.0% | 1.45% | +0.16 |
| CM Can Imperial BK of Commerce | Add +0.6% | 1.38% | +0.15 |
| SRE Sempra | Add +174.5% | 0.23% | +0.14 |
| HD Home Depot Inc. | Add +8.5% | 0.89% | +0.14 |
| FTS Fortis Inc. | Add +3.9% | 1.54% | +0.12 |
| AEM Agnico Eagle Mines Ltd. | Add +8.0% | 0.70% | +0.12 |
| MCD McDonald's Corp. | Add +6.1% | 0.84% | +0.12 |
| BMO Bank of Montreal | Add +6.9% | 1.86% | +0.11 |
| TU Telus Corp. | Add +9.1% | 1.37% | +0.11 |
| WMT Walmart Inc. | Add +9.1% | 0.61% | +0.10 |
| T AT&T Inc. | Add +143.4% | 0.14% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +4.7% | 0.82% | +0.08 |
| BAM Brookfield Asset Mgmt-A | Add +6.1% | 0.50% | +0.08 |
| NCLH Norwegian Cruise Line Holdin | Add +10613.3% | 0.08% | +0.08 |
| PBA Pembina Pipeline Corp. | Add +23.9% | 0.38% | +0.08 |
| IEF iShares 7-10 Year Treasury B | Add +59.8% | 0.23% | +0.08 |
| SLF Sun Life Financial Inc. | Add +2.1% | 0.92% | +0.08 |
| AMT American Tower Corp. | Add +195.7% | 0.11% | +0.07 |
| IBM Intl Business Machines Corp. | Add +61.7% | 0.18% | +0.07 |
| SHOP Shopify Inc. Class A | Add +24.1% | 0.27% | +0.07 |
| GEHC GE Healthcare Technology | Add +32.9% | 0.23% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +116.8% | 0.11% | +0.07 |
| META Meta Platforms Inc. Class A | Add +3.7% | 0.91% | +0.06 |
| ORCL Oracle Corp. | Add +9.6% | 0.43% | +0.06 |
| SPG Simon Property Group Inc. | Add +1130.9% | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.3% | 1.07% | +0.06 |
| BIP Brookfield Infrastructure Pa | Add +2.0% | 0.39% | +0.05 |
| TMUS T-Mobile US Inc. | Add +124.4% | 0.09% | +0.05 |
| GEV GE Vernova Inc. | Add +5.9% | 0.15% | +0.05 |
| SHY iShares 1-3 Year Treasury Bo | Add +179.1% | 0.07% | +0.04 |
| CP Canadian Pacific Kansas City | Add +6.7% | 1.12% | +0.04 |
| GDX Vaneck Gold Miners ETF | Add +56.0% | 0.10% | +0.04 |
| ALAB Astera Labs Inc. | New | 0.04% | +0.04 |
| FTNT Fortinet Inc. | Add +476.9% | 0.05% | +0.04 |
| FXY Invesco Currencyshares Japan | New | 0.04% | +0.04 |
| MMM 3M Co. | Add +163.4% | 0.06% | +0.04 |
| GE General Electric | Add +8.3% | 0.30% | +0.04 |
| CTAS Cintas Corp. | Add +48.1% | 0.10% | +0.04 |
| WPM Wheaton Precious Metals Corp. | Add +6.5% | 0.36% | +0.04 |
| CMDY iShares Bloomberg Roll Selec | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +10.1% | 0.19% | +0.04 |
| DRI Darden Restaurants Inc. | Add +269.1% | 0.05% | +0.03 |
| AXP American Express Co. | Add +16.7% | 0.20% | +0.03 |
| CB Chubb Ltd. | Add +34.3% | 0.12% | +0.03 |
| LOW Lowe's Cos Inc. | Add +1.7% | 0.22% | +0.03 |
| GRP.U Granite Real Estate Investme | Add +8.5% | 0.20% | +0.03 |
Notes & Other Activity Q2 2024 → Q3 2024
| CVE.WS Cenovus Energy Inc. -CW26 | *W EXP 01/01/202 | Reduce -0.1% | 1,832 | $22K |
| SEAPORT ENTERTAINMENT GR-RTS | RIGHT 10/10/2024 | New | 11 | $28 |
| LEVWQ Lion Electric Co./the -CW26 | *W EXP 05/06/202 | Sold out | 950 | $19before exit |
| CSSLQ Chicken Soup for the Soul-26 | *W EXP 10/22/202 | Sold out | 1,400 | $13before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,396 | $38.0B | TD, RY, AAPL, BMO, NVDA |
| Q1 2026 | 2,296 | $33.7B | TD, RY, AAPL, ENB, BMO |
| Q4 2025 | 2,034 | $16.1B | RY, TD, MSFT, AAPL, ENB |
| Q3 2025 | 2,060 | $15.3B | RY, TD, MSFT, AAPL, ENB |
| Q2 2025 | 1,987 | $14.0B | RY, TD, MSFT, ENB, AAPL |
| Q1 2025 | 1,944 | $12.2B | RY, TD, MSFT, AAPL, ENB |
| Q4 2024 | 1,966 | $12.4B | RY, TD, MSFT, AAPL, ENB |
| Q3 2024 | 1,907 | $12.3B | RY, TD, MSFT, AAPL, ENB |
| Q2 2024Amended | 1,901 | $11.2B | RY, TD, MSFT, AAPL, ENB |
| Q1 2024 | 1,765 | $13.3B | RY, TD, MSFT, ENB, CNQ |