Credential Qtrade Securities Inc. - Portfolio overview

Credential Qtrade Securities Inc. has 378 reported holdings in this dataset, with the latest filing dated 2025-07-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. TD - TORONTO DOMINION BK ONT, 6.88%
2. CNQ - CANADIAN NAT RES LTD, 5.26%
3. BMO - BANK MONTREAL QUE, 4.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.