Evercore Wealth Management
Latest statistics and disclosures from Evercore Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, MA, UNH, BX, and represent 21.30% of Evercore Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CROX (+$45M), NKE (+$6.9M), ANSS (+$6.3M), CVX (+$5.4M), AZO, GNRC, POOL, KO, DLN, BLDR.
- Started 23 new stock positions in IYW, GSAT, Pono Cap Three, NOC, VOOV, NUE, AACT, SBXC, IDV, MKL. JOBY, AACT.WS, HYAC, CROX, KVUE, PCEF, TT, BLAC, EOSE, ACHR, TIP, PLUG, Pono Cap Three.
- Reduced shares in these 10 stocks: SSNC (-$26M), TXN (-$7.9M), MS (-$5.6M), ROP (-$5.2M), BX (-$5.2M), VZ, GOOG, UNH, MSFT, MA.
- Sold out of its positions in APA, Astra Space Inc Com Cl A, CNI, CTAS, CNDA, Conyers Park Iii Acqsitn Cor Class A, CCI, Cyteir Therapeutics, DRI, DVN.
- Evercore Wealth Management was a net buyer of stock by $12M.
- Evercore Wealth Management has $5.3B in assets under management (AUM), dropping by -2.03%.
- Central Index Key (CIK): 0001482689
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Portfolio Holdings for Evercore Wealth Management
Evercore Wealth Management holds 407 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $324M | 1.9M | 171.21 |
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| Microsoft Corporation (MSFT) | 5.5 | $292M | 926k | 315.75 |
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| Mastercard Incorporated Cl A (MA) | 3.3 | $179M | 452k | 395.91 |
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| UnitedHealth (UNH) | 3.2 | $171M | 340k | 504.19 |
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| Blackstone Group Inc Com Cl A (BX) | 3.2 | $171M | -2% | 1.6M | 107.14 |
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| Amazon (AMZN) | 2.9 | $157M | 1.2M | 127.12 |
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| Thermo Fisher Scientific (TMO) | 2.9 | $155M | 306k | 506.17 |
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| AutoZone (AZO) | 2.8 | $147M | +3% | 58k | 2539.99 |
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| Home Depot (HD) | 2.7 | $143M | 474k | 302.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $140M | 1.1M | 131.85 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $122M | 397k | 307.11 |
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| Adobe Systems Incorporated (ADBE) | 2.1 | $114M | 224k | 509.90 |
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| Builders FirstSource (BLDR) | 2.1 | $114M | 915k | 124.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $110M | 841k | 130.86 |
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| Cdw (CDW) | 2.0 | $108M | 536k | 201.76 |
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| NVIDIA Corporation (NVDA) | 2.0 | $107M | 246k | 434.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $103M | 295k | 350.30 |
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| Morgan Stanley Com New (MS) | 1.9 | $100M | -5% | 1.2M | 81.67 |
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| Williams Companies (WMB) | 1.8 | $94M | 2.8M | 33.69 |
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| Chubb (CB) | 1.8 | $94M | 451k | 208.18 |
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| Celanese Corporation (CE) | 1.7 | $93M | 737k | 125.52 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $90M | 618k | 145.02 |
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| Cbre Group Cl A (CBRE) | 1.7 | $89M | 1.2M | 73.86 |
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| McDonald's Corporation (MCD) | 1.6 | $86M | 325k | 263.44 |
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| Constellation Brands Cl A (STZ) | 1.6 | $84M | 336k | 251.33 |
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| Abbott Laboratories (ABT) | 1.5 | $82M | 849k | 96.85 |
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| TJX Companies (TJX) | 1.5 | $80M | 905k | 88.88 |
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| American Tower Reit (AMT) | 1.5 | $80M | 489k | 164.45 |
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| BlackRock (BLK) | 1.4 | $74M | 114k | 646.49 |
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| Costco Wholesale Corporation (COST) | 1.4 | $73M | 130k | 564.96 |
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| Texas Instruments Incorporated (TXN) | 1.3 | $70M | -10% | 438k | 159.01 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 1.3 | $67M | +2% | 1.1M | 61.49 |
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| EOG Resources (EOG) | 1.2 | $64M | +2% | 508k | 126.76 |
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| Ansys (ANSS) | 1.2 | $62M | +11% | 209k | 297.55 |
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| Nike CL B (NKE) | 1.1 | $61M | +12% | 635k | 95.62 |
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| Chevron Corporation (CVX) | 1.1 | $59M | +10% | 348k | 168.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $57M | 133k | 427.48 |
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| BorgWarner (BWA) | 1.0 | $53M | +2% | 1.3M | 40.37 |
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| Crocs (CROX) | 0.8 | $45M | NEW | 512k | 88.23 |
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| Pool Corporation (POOL) | 0.8 | $43M | +6% | 121k | 356.10 |
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| Generac Holdings (GNRC) | 0.7 | $38M | +8% | 348k | 108.96 |
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| Johnson & Johnson (JNJ) | 0.6 | $33M | -3% | 215k | 155.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $33M | +3% | 78k | 429.43 |
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| Roper Industries (ROP) | 0.5 | $29M | -15% | 59k | 484.28 |
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| Sherwin-Williams Company (SHW) | 0.5 | $28M | 108k | 255.05 |
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| Eli Lilly & Co. (LLY) | 0.5 | $25M | 47k | 537.13 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $24M | 683k | 34.99 |
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| Pepsi (PEP) | 0.4 | $21M | 124k | 169.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $20M | 51k | 392.70 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $17M | 63k | 265.99 |
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| Automatic Data Processing (ADP) | 0.3 | $15M | -7% | 64k | 240.58 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $15M | +8% | 216k | 68.92 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $14M | 83k | 171.45 |
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| Procter & Gamble Company (PG) | 0.3 | $14M | 96k | 145.86 |
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| Abbvie (ABBV) | 0.3 | $14M | -4% | 93k | 149.06 |
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| Cisco Systems (CSCO) | 0.3 | $14M | -2% | 256k | 53.76 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $13M | 230k | 54.90 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $12M | 52k | 234.91 |
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| United Parcel Service CL B (UPS) | 0.2 | $12M | -4% | 77k | 155.87 |
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| Merck & Co (MRK) | 0.2 | $11M | -3% | 110k | 102.95 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $11M | +3% | 94k | 117.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $10M | +11% | 41k | 249.35 |
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| Coca-Cola Company (KO) | 0.2 | $10M | +25% | 181k | 55.98 |
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| Visa Com Cl A (V) | 0.2 | $9.9M | -5% | 43k | 230.01 |
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| Tesla Motors (TSLA) | 0.2 | $9.3M | +12% | 37k | 250.22 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $9.2M | 20k | 456.64 |
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| McKesson Corporation (MCK) | 0.2 | $9.2M | 21k | 434.85 |
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| Applied Materials (AMAT) | 0.2 | $8.8M | +2% | 63k | 138.45 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $8.5M | 66k | 128.74 |
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| Stryker Corporation (SYK) | 0.2 | $8.4M | 31k | 273.27 |
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| Lowe's Companies (LOW) | 0.2 | $8.4M | -3% | 40k | 207.84 |
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| Pfizer (PFE) | 0.1 | $7.8M | -5% | 235k | 33.17 |
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| Oracle Corporation (ORCL) | 0.1 | $7.6M | -2% | 71k | 105.92 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $7.5M | 171k | 43.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $7.3M | 41k | 176.74 |
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| Jabil Circuit (JBL) | 0.1 | $6.7M | 53k | 126.89 |
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| Danaher Corporation (DHR) | 0.1 | $6.5M | 26k | 248.10 |
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| Illinois Tool Works (ITW) | 0.1 | $6.4M | 28k | 230.31 |
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| International Business Machines (IBM) | 0.1 | $6.3M | +7% | 45k | 140.30 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $6.2M | 7.4k | 843.13 |
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| Union Pacific Corporation (UNP) | 0.1 | $6.1M | -6% | 30k | 203.63 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $6.1M | +16% | 37k | 163.93 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.8M | -15% | 11.00 | 531477.00 |
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| Amgen (AMGN) | 0.1 | $5.6M | -2% | 21k | 268.76 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.5M | 106k | 51.87 |
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| salesforce (CRM) | 0.1 | $5.5M | +5% | 27k | 202.78 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $5.4M | -4% | 28k | 189.07 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $5.3M | 40k | 133.28 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $5.3M | 73k | 71.97 |
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| Church & Dwight (CHD) | 0.1 | $5.2M | 57k | 91.63 |
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| Bank of America Corporation (BAC) | 0.1 | $5.1M | -3% | 187k | 27.38 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $4.9M | +7% | 124k | 39.21 |
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| Enterprise Products Partners (EPD) | 0.1 | $4.9M | 178k | 27.37 |
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| RPM International (RPM) | 0.1 | $4.6M | 49k | 94.81 |
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| Starbucks Corporation (SBUX) | 0.1 | $4.6M | 50k | 91.27 |
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| Nextera Energy (NEE) | 0.1 | $4.5M | 79k | 57.29 |
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| Walt Disney Company (DIS) | 0.1 | $4.4M | -9% | 54k | 81.05 |
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| Intel Corporation (INTC) | 0.1 | $4.2M | 119k | 35.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $4.2M | +7% | 20k | 212.41 |
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| Wal-Mart Stores (WMT) | 0.1 | $4.2M | 26k | 159.93 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $4.1M | -6% | 28k | 147.91 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $4.0M | 112k | 35.57 |
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| Honeywell International (HON) | 0.1 | $3.8M | 21k | 184.74 |
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| CVS Caremark Corporation (CVS) | 0.1 | $3.8M | -2% | 55k | 69.82 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.8M | -7% | 66k | 58.04 |
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| Emerson Electric (EMR) | 0.1 | $3.8M | -8% | 39k | 96.57 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.8M | +28% | 40k | 94.33 |
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| Chart Industries (GTLS) | 0.1 | $3.7M | 22k | 169.12 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.7M | 24k | 153.84 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.7M | 54k | 68.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.6M | +3% | 10k | 358.27 |
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| Ecolab (ECL) | 0.1 | $3.6M | -2% | 21k | 169.40 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.4M | -18% | 17k | 195.69 |
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| AFLAC Incorporated (AFL) | 0.1 | $3.3M | -4% | 44k | 76.75 |
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| Carrier Global Corporation (CARR) | 0.1 | $3.2M | 58k | 55.20 |
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| Charter Communications Inc N Cl A (CHTR) | 0.1 | $3.1M | -12% | 7.1k | 439.82 |
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| Amphenol Corp Cl A (APH) | 0.1 | $3.0M | 36k | 83.99 |
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| Sonoco Products Company (SON) | 0.1 | $3.0M | 56k | 54.35 |
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| Broadcom (AVGO) | 0.1 | $3.0M | +2% | 3.6k | 830.58 |
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| Mettler-Toledo International (MTD) | 0.1 | $3.0M | -24% | 2.7k | 1108.07 |
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| Philip Morris International (PM) | 0.1 | $3.0M | 32k | 92.58 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $3.0M | 34k | 88.26 |
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| O'reilly Automotive (ORLY) | 0.1 | $3.0M | 3.3k | 908.86 |
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| Caterpillar (CAT) | 0.1 | $2.9M | +10% | 11k | 273.00 |
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| Centerspace (CSR) | 0.1 | $2.9M | 48k | 60.26 |
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| Liberty Global SHS CL C | 0.1 | $2.9M | -3% | 155k | 18.56 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.8M | 10k | 272.31 |
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| Deere & Company (DE) | 0.1 | $2.8M | 7.5k | 377.38 |
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| Qualcomm (QCOM) | 0.1 | $2.7M | 24k | 111.06 |
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| Progressive Corporation (PGR) | 0.0 | $2.7M | -6% | 19k | 139.30 |
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| Cloudflare Cl A Com (NET) | 0.0 | $2.6M | 42k | 63.04 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $2.6M | 78k | 33.17 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $2.6M | +4% | 70k | 36.66 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.5M | -19% | 12k | 208.24 |
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| Zoetis Cl A (ZTS) | 0.0 | $2.5M | -3% | 14k | 173.98 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.4M | +4% | 34k | 69.40 |
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| Boeing Company (BA) | 0.0 | $2.3M | -2% | 12k | 191.68 |
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| Colgate-Palmolive Company (CL) | 0.0 | $2.3M | -18% | 32k | 71.11 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $2.3M | +2% | 28k | 80.31 |
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| IDEXX Laboratories (IDXX) | 0.0 | $2.3M | -6% | 5.2k | 437.27 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $2.3M | +22% | 14k | 160.98 |
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| Jacobs Engineering Group (J) | 0.0 | $2.3M | 17k | 136.50 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $2.2M | -2% | 23k | 98.89 |
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| American Express Company (AXP) | 0.0 | $2.2M | +4% | 15k | 149.19 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $2.2M | 30k | 72.72 |
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| Medtronic SHS (MDT) | 0.0 | $2.2M | -13% | 28k | 78.36 |
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| Vmware Cl A Com | 0.0 | $2.1M | 13k | 166.48 |
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| Metropcs Communications (TMUS) | 0.0 | $2.1M | 15k | 140.05 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $2.1M | 47k | 44.34 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.1M | 14k | 151.82 |
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| Domino's Pizza (DPZ) | 0.0 | $2.0M | -13% | 5.4k | 378.79 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $2.0M | -2% | 22k | 90.39 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $2.0M | 25k | 78.55 |
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| Intercontinental Exchange (ICE) | 0.0 | $2.0M | +3% | 18k | 110.02 |
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| Meta Platforms Cl A (META) | 0.0 | $2.0M | +11% | 6.6k | 300.21 |
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| Target Corporation (TGT) | 0.0 | $2.0M | -3% | 18k | 110.57 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $1.9M | 4.7k | 408.97 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $1.9M | 9.5k | 199.92 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $1.9M | 18k | 101.38 |
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| Aptar (ATR) | 0.0 | $1.9M | 15k | 125.04 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.8M | 27k | 69.25 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $1.8M | -9% | 29k | 63.50 |
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| Yum! Brands (YUM) | 0.0 | $1.8M | +4% | 15k | 124.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.8M | -18% | 17k | 107.64 |
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| Travelers Companies (TRV) | 0.0 | $1.8M | -3% | 11k | 163.31 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $1.7M | +5% | 25k | 68.81 |
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| 3M Company (MMM) | 0.0 | $1.7M | -10% | 18k | 93.62 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.7M | +260% | 36k | 47.59 |
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| Goldman Sachs (GS) | 0.0 | $1.7M | -5% | 5.2k | 323.57 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.7M | 11k | 155.39 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.7M | +24% | 26k | 65.57 |
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| Netflix (NFLX) | 0.0 | $1.7M | 4.4k | 377.60 |
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| ConocoPhillips (COP) | 0.0 | $1.6M | 13k | 119.80 |
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| Phillips 66 (PSX) | 0.0 | $1.6M | 13k | 120.15 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.6M | 38k | 40.86 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $1.5M | 44k | 34.07 |
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| SYSCO Corporation (SYY) | 0.0 | $1.5M | -5% | 22k | 66.05 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $1.5M | -10% | 7.7k | 190.30 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.5M | 11k | 137.93 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.5M | -3% | 11k | 135.55 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.4M | -6% | 38k | 37.95 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.4M | +158% | 19k | 75.66 |
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| Marriott Intl Cl A (MAR) | 0.0 | $1.4M | 7.1k | 196.56 |
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| S&p Global (SPGI) | 0.0 | $1.4M | 3.8k | 365.41 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.3M | 3.3k | 414.90 |
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| Dover Corporation (DOV) | 0.0 | $1.3M | 9.4k | 139.51 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.3M | +2% | 20k | 64.35 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.3M | 5.5k | 227.93 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $1.3M | +400% | 38k | 32.99 |
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| Gilead Sciences (GILD) | 0.0 | $1.2M | 17k | 74.94 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.2M | 36k | 34.90 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.2M | -8% | 10k | 120.85 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.2M | 6.2k | 200.64 |
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| General Electric Com New (GE) | 0.0 | $1.2M | -12% | 11k | 110.55 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $1.2M | 12k | 100.93 |
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| Dell Technologies CL C (DELL) | 0.0 | $1.2M | 18k | 68.90 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.2M | 14k | 89.97 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.2M | -3% | 1.5k | 822.96 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.2M | NEW | 8.0k | 148.69 |
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| Paychex (PAYX) | 0.0 | $1.2M | 10k | 115.33 |
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| General Dynamics Corporation (GD) | 0.0 | $1.2M | 5.3k | 220.97 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $1.2M | 3.0k | 389.52 |
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| Analog Devices (ADI) | 0.0 | $1.2M | 6.6k | 175.08 |
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| PNC Financial Services (PNC) | 0.0 | $1.2M | +2% | 9.4k | 122.77 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.1M | 4.7k | 245.06 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $1.1M | 19k | 60.17 |
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| Us Bancorp Del Com New (USB) | 0.0 | $1.1M | -12% | 34k | 33.06 |
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| Capital One Financial (COF) | 0.0 | $1.1M | +18% | 12k | 97.05 |
|
| Verizon Communications (VZ) | 0.0 | $1.1M | -79% | 35k | 32.41 |
|
| Waste Management (WM) | 0.0 | $1.1M | +3% | 7.1k | 152.44 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.1M | 52k | 20.34 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.1M | 12k | 86.30 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $1.0M | 4.0k | 258.53 |
|
|
| Equinix (EQIX) | 0.0 | $1.0M | +2% | 1.4k | 726.25 |
|
| Acuity Brands (AYI) | 0.0 | $1.0M | 5.9k | 170.31 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $981k | 5.0k | 195.98 |
|
|
| Public Storage (PSA) | 0.0 | $953k | 3.6k | 263.51 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $950k | 30k | 31.27 |
|
|
| Southern Company (SO) | 0.0 | $901k | -8% | 14k | 64.72 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $897k | -4% | 12k | 75.64 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $884k | 13k | 67.74 |
|
|
| Consolidated Edison (ED) | 0.0 | $876k | 10k | 85.53 |
|
|
| Chesapeake Energy Corp (CHK) | 0.0 | $862k | 10k | 86.23 |
|
|
| Dupont De Nemours (DD) | 0.0 | $850k | 11k | 74.59 |
|
|
| Enbridge (ENB) | 0.0 | $849k | -9% | 26k | 33.19 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $832k | 18k | 46.80 |
|
|
| Steris Shs Usd (STE) | 0.0 | $811k | 3.7k | 219.42 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $801k | +35% | 3.8k | 213.28 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $781k | 8.4k | 93.18 |
|
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $776k | +4% | 6.9k | 112.10 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $746k | 4.9k | 151.34 |
|
|
| FedEx Corporation (FDX) | 0.0 | $742k | 2.8k | 264.92 |
|
|
| Norfolk Southern (NSC) | 0.0 | $735k | 3.7k | 196.93 |
|
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $729k | 45k | 16.05 |
|
|
| L3harris Technologies (LHX) | 0.0 | $729k | 4.2k | 174.12 |
|
|
| Cigna Corp (CI) | 0.0 | $710k | 2.5k | 286.07 |
|
|
| Linde SHS (LIN) | 0.0 | $690k | +2% | 1.9k | 372.35 |
|
| Best Buy (BBY) | 0.0 | $680k | -12% | 9.8k | 69.47 |
|
| Advanced Micro Devices (AMD) | 0.0 | $666k | +24% | 6.5k | 102.82 |
|
| Jefferies Finl Group (JEF) | 0.0 | $657k | 18k | 36.63 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $649k | +263% | 20k | 31.82 |
|
| State Street Corporation (STT) | 0.0 | $644k | +11% | 9.6k | 66.96 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $641k | -2% | 11k | 58.30 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $640k | -5% | 1.9k | 334.95 |
|
| Baxter International (BAX) | 0.0 | $636k | -6% | 17k | 37.74 |
|
| General Mills (GIS) | 0.0 | $634k | 9.9k | 63.99 |
|
|
| Ball Corporation (BALL) | 0.0 | $625k | 13k | 49.78 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $617k | +212% | 4.4k | 141.69 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $613k | +2% | 11k | 57.93 |
|
| Kraft Heinz (KHC) | 0.0 | $608k | -28% | 18k | 33.64 |
|
| Servicenow (NOW) | 0.0 | $607k | +95% | 1.1k | 558.96 |
|
| Booking Holdings (BKNG) | 0.0 | $601k | -11% | 195.00 | 3083.95 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $599k | 1.7k | 347.74 |
|
|
| International Money Express (IMXI) | 0.0 | $598k | 35k | 16.93 |
|
|
| AutoNation (AN) | 0.0 | $590k | -2% | 3.9k | 151.40 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $586k | -11% | 8.0k | 73.02 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $571k | 5.6k | 102.02 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $570k | 25k | 22.52 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $567k | +5% | 2.4k | 236.24 |
|
| Golub Capital BDC (GBDC) | 0.0 | $557k | -15% | 38k | 14.67 |
|
| Corning Incorporated (GLW) | 0.0 | $557k | +9% | 18k | 30.47 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $557k | 11k | 52.80 |
|
|
| Biogen Idec (BIIB) | 0.0 | $555k | 2.2k | 257.00 |
|
|
| Intuit (INTU) | 0.0 | $551k | 1.1k | 510.94 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $551k | -59% | 302.00 | 1823.56 |
|
| Msci (MSCI) | 0.0 | $545k | +3% | 1.1k | 513.08 |
|
| Apollo Global Mgmt (APO) | 0.0 | $545k | 6.1k | 89.76 |
|
|
| American Water Works (AWK) | 0.0 | $533k | 4.3k | 123.83 |
|
|
| Altria (MO) | 0.0 | $521k | -4% | 12k | 42.05 |
|
| Air Products & Chemicals (APD) | 0.0 | $506k | 1.8k | 283.40 |
|
|
| D.R. Horton (DHI) | 0.0 | $502k | 4.7k | 107.47 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $500k | -9% | 9.3k | 53.56 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $498k | 31k | 16.00 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $498k | +184% | 17k | 30.15 |
|
| Rockwell Automation (ROK) | 0.0 | $488k | -3% | 1.7k | 285.87 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $484k | 4.7k | 103.31 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $480k | +123% | 2.1k | 224.15 |
|
| Dominion Resources (D) | 0.0 | $479k | -23% | 11k | 44.67 |
|
| W.W. Grainger (GWW) | 0.0 | $471k | 681.00 | 691.84 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $470k | 6.9k | 68.17 |
|
|
| Kenvue (KVUE) | 0.0 | $463k | NEW | 23k | 20.08 |
|
| Moody's Corporation (MCO) | 0.0 | $457k | 1.4k | 316.17 |
|
|
| Cme (CME) | 0.0 | $455k | -9% | 2.3k | 200.22 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $455k | 1.7k | 272.24 |
|
|
| CSX Corporation (CSX) | 0.0 | $445k | -3% | 15k | 30.75 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $442k | 2.2k | 197.92 |
|
|
| AmerisourceBergen (COR) | 0.0 | $438k | -7% | 2.4k | 179.97 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $430k | +5% | 15k | 28.61 |
|
| Livent Corp | 0.0 | $414k | 23k | 18.41 |
|
|
| Dow (DOW) | 0.0 | $405k | -4% | 7.9k | 51.56 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $403k | -76% | 12k | 33.54 |
|
| Crown Holdings (CCK) | 0.0 | $398k | 4.5k | 88.48 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $387k | -98% | 7.4k | 52.54 |
|
| Westrock (WRK) | 0.0 | $386k | 11k | 35.80 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $381k | 928.00 | 410.48 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $380k | 828.00 | 458.66 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $378k | 5.2k | 72.24 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $375k | 3.3k | 112.22 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $369k | -20% | 3.1k | 121.02 |
|
| Ameriprise Financial (AMP) | 0.0 | $357k | -4% | 1.1k | 329.68 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $351k | +51% | 5.2k | 67.80 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $349k | 14k | 24.96 |
|
|
| CF Industries Holdings (CF) | 0.0 | $349k | 4.1k | 85.74 |
|
|
| AES Corporation (AES) | 0.0 | $344k | 23k | 15.20 |
|
|
| American Electric Power Company (AEP) | 0.0 | $337k | -6% | 4.5k | 75.22 |
|
| Arista Networks (ANET) | 0.0 | $332k | 1.8k | 183.93 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $329k | +2% | 1.4k | 234.45 |
|
| Te Connectivity SHS (TEL) | 0.0 | $329k | 2.7k | 123.53 |
|
|
| Anthem (ELV) | 0.0 | $323k | -7% | 741.00 | 435.42 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $316k | 3.0k | 105.80 |
|
|
| Cummins (CMI) | 0.0 | $315k | 1.4k | 228.46 |
|
|
| NetScout Systems (NTCT) | 0.0 | $314k | 11k | 28.02 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $313k | -23% | 2.7k | 115.03 |
|
| Lucid Group (LCID) | 0.0 | $311k | 56k | 5.59 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $311k | 2.5k | 124.26 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $310k | 1.9k | 159.49 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $309k | 8.8k | 35.07 |
|
|
| Hershey Company (HSY) | 0.0 | $306k | 1.5k | 200.08 |
|
|
| Net Power Com Cl A (NPWR) | 0.0 | $302k | 20k | 15.10 |
|
|
| White Mountains Insurance Gp (WTM) | 0.0 | $299k | 200.00 | 1495.69 |
|
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.0 | $297k | 10k | 29.70 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $294k | NEW | 2.8k | 104.92 |
|
| Solaredge Technologies (SEDG) | 0.0 | $293k | 2.3k | 129.51 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $289k | 9.0k | 32.23 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $289k | -3% | 1.6k | 179.05 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $285k | 6.1k | 46.55 |
|
|
| Wright Express (WEX) | 0.0 | $283k | 1.5k | 188.09 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $283k | 5.1k | 55.72 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $280k | 2.0k | 143.33 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $279k | 3.7k | 74.41 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $278k | -14% | 3.6k | 76.72 |
|
| Ventyx Biosciences (VTYX) | 0.0 | $278k | +11% | 8.0k | 34.73 |
|
| Ares Acquisition Corp Ii Shs Class A (AACT) | 0.0 | $276k | NEW | 27k | 10.27 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $275k | 3.5k | 79.71 |
|
|
| Raymond James Financial (RJF) | 0.0 | $274k | 2.7k | 100.43 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $273k | 1.1k | 246.84 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $272k | -10% | 3.8k | 70.77 |
|
| Lam Research Corporation (LRCX) | 0.0 | $271k | 433.00 | 626.77 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $271k | -4% | 2.6k | 106.27 |
|
| Trane Technologies SHS (TT) | 0.0 | $271k | NEW | 1.3k | 202.91 |
|
| Ameren Corporation (AEE) | 0.0 | $269k | 3.6k | 74.83 |
|
|
| Teleflex Incorporated (TFX) | 0.0 | $269k | -12% | 1.4k | 196.41 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $267k | 10k | 26.20 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $266k | 5.3k | 49.83 |
|
|
| Henry Schein (HSIC) | 0.0 | $256k | 3.4k | 74.25 |
|
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $256k | 5.1k | 50.16 |
|
|
| Gra (GGG) | 0.0 | $254k | 3.5k | 72.88 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $254k | 4.3k | 58.93 |
|
|
| Allstate Corporation (ALL) | 0.0 | $254k | -13% | 2.3k | 111.41 |
|
| Prologis (PLD) | 0.0 | $253k | 2.3k | 112.21 |
|
|
| United Rentals (URI) | 0.0 | $253k | 568.00 | 444.57 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $252k | 861.00 | 292.29 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $251k | 11k | 22.24 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $246k | -14% | 1.2k | 201.05 |
|
| Pinterest Cl A (PINS) | 0.0 | $245k | 9.1k | 27.03 |
|
|
| Evercore Class A (EVR) | 0.0 | $244k | 1.8k | 137.88 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $241k | 1.7k | 144.38 |
|
|
| Corteva (CTVA) | 0.0 | $238k | -15% | 4.6k | 51.16 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $237k | NEW | 110k | 2.15 |
|
| Bio-techne Corporation (TECH) | 0.0 | $236k | +12% | 3.5k | 68.07 |
|
| Sensient Technologies Corporation (SXT) | 0.0 | $234k | 4.0k | 58.48 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $232k | -17% | 2.2k | 103.07 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $231k | 6.9k | 33.34 |
|
|
| Rogers Communications CL B (RCI) | 0.0 | $230k | 6.0k | 38.39 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $228k | 4.8k | 47.28 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $227k | 4.2k | 54.57 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $226k | +2% | 3.3k | 69.28 |
|
| Screaming Eagle Acquisitn Class A Ord Shs (SCRM) | 0.0 | $224k | +33% | 21k | 10.46 |
|
| Vulcan Materials Company (VMC) | 0.0 | $222k | +6% | 1.1k | 202.02 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $220k | 5.2k | 42.01 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $220k | NEW | 8.6k | 25.40 |
|
| Autodesk (ADSK) | 0.0 | $219k | 1.1k | 206.91 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $217k | +14% | 1.9k | 111.82 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $215k | NEW | 2.1k | 103.74 |
|
| Nucor Corporation (NUE) | 0.0 | $214k | NEW | 1.4k | 156.35 |
|
| Pono Cap Three Ord Shs Cl A | 0.0 | $211k | NEW | 20k | 10.55 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $209k | -5% | 2.0k | 106.20 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $209k | 888.00 | 235.10 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $208k | 2.2k | 94.19 |
|
|
| Sempra Energy (SRE) | 0.0 | $206k | +111% | 3.0k | 68.03 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $205k | NEW | 465.00 | 440.19 |
|
| Five Below (FIVE) | 0.0 | $204k | 1.3k | 160.90 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $203k | 5.0k | 40.63 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $203k | 6.9k | 29.40 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $203k | 1.3k | 152.77 |
|
|
| Markel Corporation (MKL) | 0.0 | $202k | NEW | 137.00 | 1472.50 |
|
| Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) | 0.0 | $179k | NEW | 11k | 17.10 |
|
| At&t (T) | 0.0 | $177k | -63% | 12k | 15.02 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $163k | NEW | 32k | 5.06 |
|
| Plug Power Com New (PLUG) | 0.0 | $152k | NEW | 20k | 7.60 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $145k | NEW | 23k | 6.45 |
|
| Haymaker Acquisition Corp Iv Class A (HYAC) | 0.0 | $136k | NEW | 13k | 10.17 |
|
| Chegg (CHGG) | 0.0 | $131k | 15k | 8.92 |
|
|
| First Majestic Silver Corp (AG) | 0.0 | $115k | 23k | 5.13 |
|
|
| Gores Holdings Ix Class A Com (GHIX) | 0.0 | $113k | 11k | 10.39 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $111k | 11k | 10.40 |
|
|
| Bellevue Life Scncs Aqstn (BLAC) | 0.0 | $110k | NEW | 11k | 10.40 |
|
| Silverbox Corp Iii Com Cl A (SBXC) | 0.0 | $108k | NEW | 11k | 10.23 |
|
| Sofi Technologies (SOFI) | 0.0 | $87k | 11k | 7.99 |
|
|
| Macrogenics (MGNX) | 0.0 | $82k | 18k | 4.66 |
|
|
| Blackrock Kelso Capital | 0.0 | $68k | 18k | 3.71 |
|
|
| Globalstar (GSAT) | 0.0 | $52k | NEW | 40k | 1.31 |
|
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $42k | 23k | 1.81 |
|
|
| Vroom | 0.0 | $24k | 21k | 1.12 |
|
|
| Near Intelligence | 0.0 | $6.5k | 27k | 0.24 |
|
|
| Ares Acquisition Corp Ii *w Exp 99/99/999 (AACT.WS) | 0.0 | $3.2k | NEW | 13k | 0.23 |
|
| Pono Cap Three *w Exp 01/11/202 | 0.0 | $898.200000 | NEW | 20k | 0.04 |
|
Past Filings by Evercore Wealth Management
SEC 13F filings are viewable for Evercore Wealth Management going back to 2010
- Evercore Wealth Management 2023 Q3 filed Nov. 14, 2023
- Evercore Wealth Management 2023 Q2 filed Aug. 4, 2023
- Evercore Wealth Management 2023 Q1 filed May 15, 2023
- Evercore Wealth Management 2022 Q4 filed Feb. 14, 2023
- Evercore Wealth Management 2022 Q3 filed Nov. 14, 2022
- Evercore Wealth Management 2022 Q2 filed Aug. 15, 2022
- Evercore Wealth Management 2022 Q1 filed May 16, 2022
- Evercore Wealth Management 2021 Q4 filed Feb. 14, 2022
- Evercore Wealth Management 2021 Q3 filed Nov. 15, 2021
- Evercore Wealth Management 2021 Q2 filed Aug. 16, 2021
- Evercore Wealth Management 2021 Q1 filed May 17, 2021
- Evercore Wealth Management 2020 Q4 filed Feb. 16, 2021
- Evercore Wealth Management 2020 Q3 filed Nov. 16, 2020
- Evercore Wealth Management 2020 Q2 filed Aug. 13, 2020
- Evercore Wealth Management 2020 Q1 filed May 14, 2020
- Evercore Wealth Management 2019 Q4 filed Feb. 13, 2020