Evercore Wealth Management
Latest statistics and disclosures from Evercore Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, AMZN, GOOG, and represent 25.89% of Evercore Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MELI (+$54M), ARCC (+$15M), VEU (+$14M), JAAA (+$14M), GLDM (+$11M), PGR (+$11M), VOO (+$9.8M), AGG, UBER, VGK.
- Started 21 new stock positions in MELI, HUBB, VHT, SKYY, AUR, EWJ, EQR, EXE, ALNY, D. NVT, HOLX, GAM, FXI, WEX, PNR, SCHA, SEI, IOT, FXF, NUE.
- Reduced shares in these 10 stocks: , UNH (-$57M), ACN (-$53M), NVDA (-$14M), FI (-$12M), MSFT (-$8.6M), AAPL (-$6.7M), AZO (-$5.6M), CROX, GNRC.
- Sold out of its positions in ANSS, ELV, BALL, BAX, CE, EMN, NVR, OKE, ROOT, SNOW. TTD, Walgreen Boots Alliance, EPI, ETHM.
- Evercore Wealth Management was a net seller of stock by $-158M.
- Evercore Wealth Management has $6.8B in assets under management (AUM), dropping by 5.96%.
- Central Index Key (CIK): 0001482689
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Portfolio Holdings for Evercore Wealth Management
Evercore Wealth Management holds 413 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.4 | $436M | -3% | 2.3M | 186.58 |
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| Microsoft Corporation (MSFT) | 6.2 | $424M | 819k | 517.95 |
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| Apple (AAPL) | 6.1 | $412M | 1.6M | 254.63 |
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| Amazon (AMZN) | 3.7 | $253M | 1.2M | 219.57 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $238M | 977k | 243.55 |
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| Mastercard Incorporated Cl A (MA) | 3.4 | $231M | 406k | 568.81 |
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| Blackstone Group Inc Com Cl A (BX) | 3.3 | $228M | 1.3M | 170.85 |
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| AutoZone (AZO) | 3.2 | $221M | -2% | 52k | 4290.24 |
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| Morgan Stanley Com New (MS) | 2.9 | $198M | 1.2M | 158.96 |
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| JPMorgan Chase & Co. (JPM) | 2.7 | $186M | 591k | 315.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $186M | 767k | 243.10 |
|
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| Home Depot (HD) | 2.6 | $180M | 445k | 405.19 |
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| Cbre Group Cl A (CBRE) | 2.4 | $161M | 1.0M | 157.56 |
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| Williams Companies (WMB) | 2.3 | $158M | 2.5M | 63.35 |
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| Thermo Fisher Scientific (TMO) | 2.0 | $136M | 280k | 485.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $135M | 268k | 502.74 |
|
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| Comfort Systems USA (FIX) | 1.9 | $131M | 159k | 825.18 |
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| Blackrock (BLK) | 1.9 | $128M | 110k | 1165.87 |
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| Chubb (CB) | 1.8 | $123M | 437k | 282.25 |
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| Uber Technologies (UBER) | 1.6 | $109M | +3% | 1.1M | 97.97 |
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| Builders FirstSource (BLDR) | 1.5 | $106M | 870k | 121.25 |
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| Viking Holdings Ord Shs (VIK) | 1.5 | $105M | 1.7M | 62.16 |
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| Costco Wholesale Corporation (COST) | 1.4 | $94M | -2% | 102k | 925.63 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 1.3 | $91M | -2% | 1.1M | 87.03 |
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| Cdw (CDW) | 1.2 | $80M | 501k | 159.28 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $77M | 116k | 666.18 |
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| Progressive Corporation (PGR) | 1.1 | $77M | +15% | 312k | 246.95 |
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| American Tower Reit (AMT) | 1.1 | $76M | -2% | 397k | 192.32 |
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| Adobe Systems Incorporated (ADBE) | 1.1 | $73M | 207k | 352.75 |
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| EOG Resources (EOG) | 1.0 | $71M | 629k | 112.12 |
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| Generac Holdings (GNRC) | 1.0 | $68M | -6% | 404k | 167.40 |
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| Crocs (CROX) | 0.9 | $62M | -7% | 736k | 83.55 |
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| MercadoLibre (MELI) | 0.8 | $54M | NEW | 23k | 2336.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $52M | +23% | 84k | 612.38 |
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| UnitedHealth (UNH) | 0.7 | $50M | -53% | 146k | 345.30 |
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| TJX Companies (TJX) | 0.7 | $49M | -4% | 338k | 144.54 |
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| Ares Capital Corporation (ARCC) | 0.7 | $49M | +43% | 2.4M | 20.41 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $45M | -2% | 620k | 72.77 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $45M | 67k | 669.30 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.6 | $38M | 298k | 128.03 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $37M | -58% | 150k | 246.60 |
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| Sherwin-Williams Company (SHW) | 0.5 | $35M | 100k | 346.26 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $31M | +79% | 614k | 50.78 |
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| Fiserv (FI) | 0.5 | $31M | -27% | 238k | 128.93 |
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| Johnson & Johnson (JNJ) | 0.4 | $30M | 164k | 185.42 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $27M | 58k | 468.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $27M | 75k | 355.47 |
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| Eli Lilly & Co. (LLY) | 0.4 | $26M | -4% | 34k | 763.00 |
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| Chevron Corporation (CVX) | 0.3 | $23M | -11% | 145k | 155.29 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $21M | +187% | 299k | 71.37 |
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| Roper Industries (ROP) | 0.3 | $21M | 41k | 498.69 |
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| Abbvie (ABBV) | 0.3 | $20M | 85k | 231.54 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $19M | +132% | 252k | 76.45 |
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| Oracle Corporation (ORCL) | 0.3 | $17M | 62k | 281.24 |
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| International Business Machines (IBM) | 0.2 | $17M | 59k | 282.16 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $16M | -2% | 174k | 93.37 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $16M | -2% | 170k | 95.47 |
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| Automatic Data Processing (ADP) | 0.2 | $16M | 55k | 293.50 |
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| Abbott Laboratories (ABT) | 0.2 | $14M | -15% | 103k | 133.94 |
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| Pepsi (PEP) | 0.2 | $14M | -3% | 97k | 140.44 |
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| Tesla Motors (TSLA) | 0.2 | $14M | 30k | 444.72 |
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| Nextera Energy (NEE) | 0.2 | $13M | +2% | 168k | 75.49 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $13M | 210k | 59.92 |
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| McDonald's Corporation (MCD) | 0.2 | $12M | -4% | 41k | 303.89 |
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| Cisco Systems (CSCO) | 0.2 | $12M | 179k | 68.42 |
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| Visa Com Cl A (V) | 0.2 | $12M | 35k | 341.38 |
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| Stryker Corporation (SYK) | 0.2 | $12M | 32k | 369.67 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $11M | 68k | 167.33 |
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| McKesson Corporation (MCK) | 0.2 | $11M | -11% | 14k | 772.54 |
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| Broadcom (AVGO) | 0.2 | $11M | 33k | 329.88 |
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| Procter & Gamble Company (PG) | 0.2 | $11M | -4% | 69k | 153.65 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $11M | -5% | 56k | 189.70 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $10M | 159k | 65.26 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $9.8M | -11% | 35k | 281.86 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $9.4M | 84k | 112.75 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $9.3M | 16k | 596.05 |
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| Coca-Cola Company (KO) | 0.1 | $9.1M | -4% | 138k | 66.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $9.1M | +9% | 12.00 | 754200.00 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $8.7M | 36k | 241.96 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $8.6M | -2% | 47k | 183.73 |
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| Lowe's Companies (LOW) | 0.1 | $8.2M | 33k | 251.31 |
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| Wal-Mart Stores (WMT) | 0.1 | $8.2M | 80k | 103.06 |
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| Merck & Co (MRK) | 0.1 | $7.9M | 95k | 83.93 |
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| Jabil Circuit (JBL) | 0.1 | $7.8M | 36k | 217.17 |
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| Amphenol Corp Cl A (APH) | 0.1 | $7.6M | 62k | 123.75 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $7.5M | 36k | 206.91 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $7.1M | +38% | 130k | 54.18 |
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| Enterprise Products Partners (EPD) | 0.1 | $6.8M | 217k | 31.27 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $6.6M | 55k | 120.72 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $6.6M | 132k | 49.95 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $6.5M | -21% | 47k | 139.17 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $6.4M | +112% | 81k | 79.80 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $6.1M | -2% | 24k | 254.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $6.1M | 10k | 600.37 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $6.1M | 33k | 182.42 |
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| salesforce (CRM) | 0.1 | $6.0M | -2% | 25k | 237.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.0M | 18k | 328.16 |
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| Ecolab (ECL) | 0.1 | $5.8M | 21k | 273.86 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.7M | 16k | 365.48 |
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| Illinois Tool Works (ITW) | 0.1 | $5.6M | 22k | 260.76 |
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| Cloudflare Cl A Com (NET) | 0.1 | $5.5M | -9% | 26k | 214.59 |
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| Netflix (NFLX) | 0.1 | $5.3M | 4.4k | 1198.92 |
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| Amgen (AMGN) | 0.1 | $5.1M | -3% | 18k | 282.20 |
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| Applied Materials (AMAT) | 0.1 | $4.9M | 24k | 204.74 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.9M | -2% | 10k | 479.61 |
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| Union Pacific Corporation (UNP) | 0.1 | $4.9M | 21k | 236.37 |
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| American Express Company (AXP) | 0.1 | $4.7M | +4% | 14k | 332.16 |
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| Caterpillar (CAT) | 0.1 | $4.6M | 9.7k | 477.15 |
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| Meta Platforms Cl A (META) | 0.1 | $4.6M | -3% | 6.3k | 734.34 |
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| O'reilly Automotive (ORLY) | 0.1 | $4.5M | 42k | 107.81 |
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| Walt Disney Company (DIS) | 0.1 | $4.4M | 38k | 114.50 |
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| Danaher Corporation (DHR) | 0.1 | $4.4M | -4% | 22k | 198.26 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $4.4M | -2% | 14k | 307.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.4M | 37k | 118.83 |
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| Philip Morris International (PM) | 0.1 | $4.2M | +4% | 26k | 162.20 |
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| Goldman Sachs (GS) | 0.1 | $4.2M | +2% | 5.2k | 796.35 |
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| Emerson Electric (EMR) | 0.1 | $4.1M | 31k | 131.18 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.0M | -4% | 14k | 293.73 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.0M | +1842% | 40k | 100.25 |
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| RPM International (RPM) | 0.1 | $3.9M | -12% | 34k | 117.88 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $3.9M | 72k | 53.87 |
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| Honeywell International (HON) | 0.1 | $3.7M | -3% | 17k | 210.50 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.4M | 17k | 206.51 |
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| Wells Fargo & Company (WFC) | 0.0 | $3.2M | +3% | 39k | 83.82 |
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| Carrier Global Corporation (CARR) | 0.0 | $3.2M | 54k | 59.70 |
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| IDEXX Laboratories (IDXX) | 0.0 | $3.2M | -7% | 5.0k | 638.89 |
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| Ge Aerospace Com New (GE) | 0.0 | $3.2M | 11k | 300.82 |
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| Nike CL B (NKE) | 0.0 | $3.1M | 45k | 69.73 |
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| Qualcomm (QCOM) | 0.0 | $3.0M | 18k | 166.36 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $3.0M | -2% | 24k | 123.75 |
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| AFLAC Incorporated (AFL) | 0.0 | $3.0M | 27k | 111.70 |
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| Church & Dwight (CHD) | 0.0 | $3.0M | 34k | 87.63 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $3.0M | -4% | 31k | 96.55 |
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| Intercontinental Exchange (ICE) | 0.0 | $2.9M | 18k | 168.48 |
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| Travelers Companies (TRV) | 0.0 | $2.9M | +3% | 11k | 279.22 |
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| Centerspace (CSR) | 0.0 | $2.8M | 47k | 58.90 |
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| Mettler-Toledo International (MTD) | 0.0 | $2.7M | 2.2k | 1227.61 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $2.7M | 23k | 118.37 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $2.7M | 11k | 239.64 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.7M | 12k | 215.80 |
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| Bank of America Corporation (BAC) | 0.0 | $2.6M | +4% | 51k | 51.59 |
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| Pfizer (PFE) | 0.0 | $2.6M | -13% | 103k | 25.48 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $2.5M | 17k | 154.23 |
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| Boeing Company (BA) | 0.0 | $2.5M | +19% | 12k | 215.83 |
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| Medtronic SHS (MDT) | 0.0 | $2.5M | -4% | 26k | 95.24 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $2.4M | 3.2k | 746.63 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $2.4M | 26k | 91.22 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.3M | -3% | 12k | 203.59 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $2.3M | -6% | 25k | 91.43 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $2.3M | 4.6k | 499.22 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $2.2M | -2% | 2.9k | 758.15 |
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| Starbucks Corporation (SBUX) | 0.0 | $2.1M | -3% | 25k | 84.60 |
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| Chesapeake Energy Corp (EXE) | 0.0 | $2.1M | NEW | 20k | 106.24 |
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| Ge Vernova (GEV) | 0.0 | $2.1M | -3% | 3.4k | 614.90 |
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| Colgate-Palmolive Company (CL) | 0.0 | $2.1M | 26k | 79.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $2.1M | 15k | 142.10 |
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| Yum! Brands (YUM) | 0.0 | $2.0M | 13k | 152.00 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.0M | 5.9k | 332.84 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $2.0M | +221% | 8.9k | 219.53 |
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| 3M Company (MMM) | 0.0 | $2.0M | -4% | 13k | 155.18 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.9M | +94% | 30k | 65.00 |
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| Zoetis Cl A (ZTS) | 0.0 | $1.8M | 13k | 146.32 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $1.8M | 14k | 135.65 |
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| BorgWarner (BWA) | 0.0 | $1.8M | -10% | 41k | 43.96 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.8M | -9% | 15k | 122.45 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.8M | 26k | 68.58 |
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| SYSCO Corporation (SYY) | 0.0 | $1.8M | 22k | 82.34 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $1.8M | 23k | 78.37 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.8M | +13% | 42k | 42.37 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.8M | -6% | 20k | 87.31 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $1.8M | 20k | 89.62 |
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| Sonoco Products Company (SON) | 0.0 | $1.7M | -2% | 40k | 43.09 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.7M | 12k | 137.80 |
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| Acuity Brands (AYI) | 0.0 | $1.7M | 4.9k | 344.39 |
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| Aptar (ATR) | 0.0 | $1.7M | 12k | 133.66 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.7M | 36k | 46.42 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.6M | -12% | 26k | 62.47 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $1.6M | -8% | 7.2k | 227.73 |
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| Phillips 66 (PSX) | 0.0 | $1.6M | -8% | 12k | 136.02 |
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| PNC Financial Services (PNC) | 0.0 | $1.6M | 8.1k | 200.93 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $1.6M | 8.1k | 201.53 |
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| S&p Global (SPGI) | 0.0 | $1.6M | 3.3k | 486.71 |
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| Marriott Intl Cl A (MAR) | 0.0 | $1.6M | 6.1k | 260.44 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.6M | -2% | 4.1k | 378.95 |
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| Waste Management (WM) | 0.0 | $1.5M | 7.0k | 220.83 |
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| Gilead Sciences (GILD) | 0.0 | $1.5M | +37% | 14k | 111.00 |
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| Kinder Morgan (KMI) | 0.0 | $1.5M | 53k | 28.31 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $1.5M | 6.2k | 234.96 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.5M | +301% | 13k | 109.95 |
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| Corning Incorporated (GLW) | 0.0 | $1.4M | 17k | 82.03 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.4M | -3% | 22k | 65.92 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $1.4M | -11% | 31k | 45.42 |
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| L3harris Technologies (LHX) | 0.0 | $1.4M | -5% | 4.6k | 305.41 |
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| United Parcel Service CL B (UPS) | 0.0 | $1.3M | -27% | 16k | 83.53 |
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| Jacobs Engineering Group (J) | 0.0 | $1.3M | 8.8k | 149.86 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.3M | 14k | 89.34 |
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| Analog Devices (ADI) | 0.0 | $1.3M | -2% | 5.2k | 245.69 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.3M | 6.3k | 199.47 |
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| Intel Corporation (INTC) | 0.0 | $1.2M | -23% | 36k | 33.55 |
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| Us Bancorp Del Com New (USB) | 0.0 | $1.2M | 25k | 48.33 |
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| Enbridge (ENB) | 0.0 | $1.2M | 24k | 50.46 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.2M | 37k | 31.91 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.2M | -2% | 3.2k | 374.25 |
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| Dover Corporation (DOV) | 0.0 | $1.2M | -4% | 7.0k | 166.83 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.2M | +3% | 37k | 31.42 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $1.2M | 18k | 65.21 |
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| Synopsys (SNPS) | 0.0 | $1.1M | +255% | 2.3k | 493.39 |
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| Paychex (PAYX) | 0.0 | $1.1M | 9.0k | 126.76 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.1M | -22% | 3.7k | 309.74 |
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $1.1M | +40% | 14k | 80.65 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.1M | -2% | 7.0k | 161.79 |
|
| ConocoPhillips (COP) | 0.0 | $1.1M | -2% | 12k | 94.59 |
|
| Allstate Corporation (ALL) | 0.0 | $1.1M | +171% | 5.2k | 214.65 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.1M | 3.3k | 341.00 |
|
|
| Verizon Communications (VZ) | 0.0 | $1.1M | -3% | 25k | 43.95 |
|
| Servicenow (NOW) | 0.0 | $1.1M | 1.2k | 920.28 |
|
|
| Equinix (EQIX) | 0.0 | $1.1M | 1.4k | 783.24 |
|
|
| Target Corporation (TGT) | 0.0 | $1.1M | 12k | 89.70 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.0M | 7.2k | 145.71 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.0M | -10% | 8.3k | 124.34 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $1.0M | 7.0k | 143.18 |
|
|
| Solaris Energy Infras Com Cl A (SEI) | 0.0 | $999k | NEW | 25k | 39.97 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $996k | -5% | 19k | 53.40 |
|
| Booking Holdings (BKNG) | 0.0 | $983k | -2% | 182.00 | 5399.27 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $955k | 21k | 45.10 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $931k | NEW | 25k | 37.25 |
|
| Southern Company (SO) | 0.0 | $923k | -9% | 9.7k | 94.77 |
|
| Steris Shs Usd (STE) | 0.0 | $915k | 3.7k | 247.44 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $900k | +4% | 14k | 65.42 |
|
| Dell Technologies CL C (DELL) | 0.0 | $881k | +8% | 6.2k | 141.77 |
|
| Altria (MO) | 0.0 | $872k | +3% | 13k | 66.06 |
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $847k | 45k | 18.65 |
|
|
| Linde SHS (LIN) | 0.0 | $844k | 1.8k | 475.00 |
|
|
| Deere & Company (DE) | 0.0 | $835k | -12% | 1.8k | 457.26 |
|
| Capital One Financial (COF) | 0.0 | $828k | +103% | 3.9k | 212.58 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $825k | 2.1k | 391.64 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $819k | 14k | 57.10 |
|
|
| Consolidated Edison (ED) | 0.0 | $816k | 8.1k | 100.52 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $794k | 1.7k | 463.74 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $792k | -10% | 8.0k | 99.03 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $785k | 25k | 31.38 |
|
|
| Perimeter Solutions Common Stock (PRM) | 0.0 | $784k | 35k | 22.39 |
|
|
| Golub Capital BDC (GBDC) | 0.0 | $780k | +14% | 57k | 13.69 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $778k | 4.4k | 176.81 |
|
|
| D.R. Horton (DHI) | 0.0 | $775k | 4.6k | 169.47 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $771k | 3.8k | 203.62 |
|
|
| Dupont De Nemours (DD) | 0.0 | $769k | +3% | 9.9k | 77.90 |
|
| Kla Corp Com New (KLAC) | 0.0 | $766k | 710.00 | 1078.60 |
|
|
| AmerisourceBergen (COR) | 0.0 | $763k | 2.4k | 312.52 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $758k | 1.8k | 431.71 |
|
|
| United Rentals (URI) | 0.0 | $752k | -11% | 788.00 | 954.66 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $725k | 776.00 | 933.63 |
|
|
| Moody's Corporation (MCO) | 0.0 | $717k | 1.5k | 476.48 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $700k | -21% | 16k | 45.21 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $698k | 1.5k | 457.29 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $690k | 5.2k | 133.90 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $670k | -11% | 1.2k | 562.27 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $661k | 5.8k | 113.88 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $661k | +10% | 2.8k | 239.38 |
|
| Purecycle Technologies (PCT) | 0.0 | $658k | 50k | 13.15 |
|
|
| Intuit (INTU) | 0.0 | $626k | -6% | 916.00 | 682.91 |
|
| Public Storage (PSA) | 0.0 | $620k | 2.1k | 288.94 |
|
|
| Micron Technology (MU) | 0.0 | $616k | 3.7k | 167.32 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $614k | -40% | 6.3k | 97.63 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $608k | 9.1k | 66.91 |
|
|
| American Water Works (AWK) | 0.0 | $594k | 4.3k | 139.19 |
|
|
| Cme (CME) | 0.0 | $588k | 2.2k | 270.19 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $585k | 2.3k | 252.71 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $585k | 928.00 | 630.28 |
|
|
| Evercore Class A (EVR) | 0.0 | $580k | 1.7k | 337.32 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $579k | +35% | 5.3k | 108.96 |
|
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $570k | -32% | 5.7k | 100.20 |
|
| Norfolk Southern (NSC) | 0.0 | $570k | -11% | 1.9k | 300.41 |
|
| Verisk Analytics (VRSK) | 0.0 | $568k | 2.3k | 251.51 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $563k | 3.8k | 148.61 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $561k | 6.3k | 89.77 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $555k | 1.3k | 421.96 |
|
|
| W.W. Grainger (GWW) | 0.0 | $554k | -14% | 581.00 | 952.96 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $553k | -9% | 8.3k | 67.07 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $552k | 2.9k | 192.74 |
|
|
| Msci (MSCI) | 0.0 | $550k | -3% | 969.00 | 567.41 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $547k | -4% | 12k | 45.72 |
|
| Rockwell Automation (ROK) | 0.0 | $546k | 1.6k | 349.53 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $536k | -5% | 3.1k | 172.88 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $525k | 2.1k | 253.93 |
|
|
| AutoNation (AN) | 0.0 | $518k | 2.4k | 218.77 |
|
|
| CSX Corporation (CSX) | 0.0 | $516k | 15k | 35.51 |
|
|
| Edison International (EIX) | 0.0 | $514k | 9.3k | 55.28 |
|
|
| Best Buy (BBY) | 0.0 | $514k | 6.8k | 75.62 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $508k | 40k | 12.77 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $499k | 1.6k | 320.04 |
|
|
| Cummins (CMI) | 0.0 | $499k | -4% | 1.2k | 422.37 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $498k | 3.5k | 142.41 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $497k | 5.4k | 91.42 |
|
|
| Coreweave Com Cl A (CRWV) | 0.0 | $493k | 3.6k | 136.85 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $489k | -2% | 995.00 | 491.25 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $489k | 802.00 | 609.32 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $482k | -7% | 2.6k | 186.49 |
|
| Becton, Dickinson and (BDX) | 0.0 | $476k | -28% | 2.5k | 187.17 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $474k | 1.1k | 447.23 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $473k | 18k | 26.07 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $467k | 11k | 44.48 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $465k | 2.3k | 200.47 |
|
|
| International Money Express (IMXI) | 0.0 | $463k | 33k | 13.97 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $455k | 9.5k | 47.91 |
|
|
| Tapestry (TPR) | 0.0 | $453k | 4.0k | 113.22 |
|
|
| Spdr Series Trust S&p Oilgas Exp (XOP) | 0.0 | $450k | -73% | 3.4k | 132.20 |
|
| Citigroup Com New (C) | 0.0 | $449k | 4.4k | 101.50 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $439k | -51% | 1.3k | 337.49 |
|
| Republic Services (RSG) | 0.0 | $424k | 1.8k | 229.48 |
|
|
| Raymond James Financial (RJF) | 0.0 | $419k | 2.4k | 172.60 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $412k | 1.5k | 272.72 |
|
|
| State Street Corporation (STT) | 0.0 | $411k | 3.5k | 116.01 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $397k | 3.0k | 133.27 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $397k | -2% | 12k | 34.37 |
|
| Cigna Corp (CI) | 0.0 | $394k | -41% | 1.4k | 288.25 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $393k | 6.4k | 61.54 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $393k | 10k | 38.57 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $391k | 4.4k | 88.76 |
|
|
| Markel Corporation (MKL) | 0.0 | $388k | 203.00 | 1911.36 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $386k | +24% | 6.9k | 55.63 |
|
| Ameren Corporation (AEE) | 0.0 | $383k | 3.7k | 104.39 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $383k | +9% | 5.0k | 76.40 |
|
| Riot Blockchain (RIOT) | 0.0 | $381k | 20k | 19.03 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $378k | 4.4k | 86.80 |
|
|
| Sensient Technologies Corporation (SXT) | 0.0 | $375k | 4.0k | 93.85 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $371k | 39k | 9.58 |
|
|
| General Mills (GIS) | 0.0 | $370k | -7% | 7.3k | 50.42 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $367k | 1.8k | 209.34 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $357k | 1.7k | 208.71 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $354k | -25% | 1.7k | 213.75 |
|
| Nvent Electric SHS (NVT) | 0.0 | $349k | NEW | 3.5k | 98.64 |
|
| Constellation Energy (CEG) | 0.0 | $349k | 1.1k | 329.07 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $340k | 1.8k | 190.58 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $339k | 486.00 | 698.00 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $339k | 5.9k | 56.94 |
|
|
| Kkr & Co (KKR) | 0.0 | $338k | 2.6k | 129.95 |
|
|
| White Mountains Insurance Gp (WTM) | 0.0 | $334k | 200.00 | 1671.52 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $330k | -9% | 5.5k | 59.50 |
|
| Zimmer Holdings (ZBH) | 0.0 | $329k | 3.3k | 98.50 |
|
|
| Chart Industries (GTLS) | 0.0 | $320k | 1.6k | 200.15 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $313k | 2.2k | 140.93 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $312k | 5.2k | 60.03 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $308k | -2% | 1.0k | 307.62 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $305k | -4% | 2.8k | 110.37 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $304k | 3.5k | 87.23 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $303k | -74% | 2.3k | 134.67 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $302k | 4.9k | 62.12 |
|
|
| Kenvue (KVUE) | 0.0 | $300k | 19k | 16.23 |
|
|
| Biogen Idec (BIIB) | 0.0 | $300k | 2.1k | 140.07 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $293k | 4.0k | 73.34 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $293k | +4% | 2.6k | 111.47 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $288k | NEW | 7.0k | 41.14 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $288k | 5.0k | 57.52 |
|
|
| Pentair SHS (PNR) | 0.0 | $286k | NEW | 2.6k | 110.76 |
|
| Quanta Services (PWR) | 0.0 | $285k | 687.00 | 414.42 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $281k | -4% | 2.1k | 133.39 |
|
| Hubbell (HUBB) | 0.0 | $281k | NEW | 653.00 | 430.31 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $280k | 3.5k | 80.17 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $274k | NEW | 600.00 | 456.00 |
|
| Entergy Corporation (ETR) | 0.0 | $273k | 2.9k | 93.19 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $273k | 2.9k | 95.14 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $266k | 6.2k | 42.96 |
|
|
| Corteva (CTVA) | 0.0 | $264k | +4% | 3.9k | 67.63 |
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.0 | $263k | 6.0k | 44.00 |
|
|
| Invesco Exchange Traded Fd T Next Gen Connect (KNCT) | 0.0 | $254k | 2.0k | 126.91 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $253k | -16% | 2.1k | 120.50 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $245k | 4.8k | 50.63 |
|
|
| Xylem (XYL) | 0.0 | $242k | 1.6k | 147.50 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $240k | -2% | 1.2k | 195.45 |
|
| Sl Green Realty Corp (SLG) | 0.0 | $238k | 4.0k | 59.81 |
|
|
| Hologic (HOLX) | 0.0 | $234k | NEW | 3.5k | 67.49 |
|
| Autodesk (ADSK) | 0.0 | $234k | -15% | 735.00 | 317.67 |
|
| Gra (GGG) | 0.0 | $233k | -4% | 2.7k | 84.96 |
|
| Carlisle Companies (CSL) | 0.0 | $230k | 700.00 | 328.96 |
|
|
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.0 | $229k | NEW | 2.1k | 111.23 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $227k | NEW | 2.8k | 80.21 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $227k | 6.9k | 32.89 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $226k | 1.8k | 128.35 |
|
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $226k | 3.4k | 66.32 |
|
|
| Henry Schein (HSIC) | 0.0 | $226k | 3.4k | 66.37 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $225k | 784.00 | 287.00 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $225k | 8.5k | 26.34 |
|
|
| Columbia Banking System (COLB) | 0.0 | $223k | 8.6k | 25.74 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $221k | NEW | 3.4k | 64.73 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $220k | -51% | 2.1k | 106.49 |
|
| Kroger (KR) | 0.0 | $220k | -5% | 3.3k | 67.41 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $217k | 7.3k | 29.64 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $215k | 1.0k | 205.26 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $212k | 13k | 16.08 |
|
|
| MetLife (MET) | 0.0 | $212k | 2.6k | 82.37 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $210k | 1.8k | 119.51 |
|
|
| Acme United Corporation (ACU) | 0.0 | $210k | 5.1k | 41.18 |
|
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $210k | -17% | 3.4k | 61.62 |
|
| Edwards Lifesciences (EW) | 0.0 | $207k | -2% | 2.7k | 77.77 |
|
| General American Investors (GAM) | 0.0 | $206k | NEW | 3.3k | 62.21 |
|
| Wiley John & Sons Cl A (WLY) | 0.0 | $205k | 5.1k | 40.47 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $205k | NEW | 788.00 | 259.60 |
|
| Wright Express (WEX) | 0.0 | $203k | NEW | 1.3k | 157.53 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $202k | NEW | 1.5k | 134.42 |
|
| Dominion Resources (D) | 0.0 | $202k | NEW | 3.3k | 61.17 |
|
| Nucor Corporation (NUE) | 0.0 | $201k | NEW | 1.5k | 135.43 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $201k | NEW | 7.2k | 27.90 |
|
| Haymaker Acquisition Corp Iv Class A (HYAC) | 0.0 | $190k | -5% | 17k | 11.34 |
|
| D Fluidigm Corp Del (LAB) | 0.0 | $163k | 125k | 1.30 |
|
|
| Legato Merger Corp Iii Ord Shs (LEGT) | 0.0 | $154k | 14k | 10.74 |
|
|
| Roivant Sciences SHS (ROIV) | 0.0 | $151k | 10k | 15.13 |
|
|
| Nabors Energy Transition Cor Cl A (NETD) | 0.0 | $130k | -15% | 12k | 11.21 |
|
| Blue Ridge Bank (BRBS) | 0.0 | $85k | 20k | 4.23 |
|
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $65k | NEW | 12k | 5.39 |
|
| Plug Power Com New (PLUG) | 0.0 | $47k | 20k | 2.33 |
|
|
| Macrogenics (MGNX) | 0.0 | $30k | 18k | 1.68 |
|
|
| Chegg (CHGG) | 0.0 | $21k | 14k | 1.51 |
|
Past Filings by Evercore Wealth Management
SEC 13F filings are viewable for Evercore Wealth Management going back to 2010
- Evercore Wealth Management 2025 Q3 filed Nov. 14, 2025
- Evercore Wealth Management 2025 Q2 filed Aug. 14, 2025
- Evercore Wealth Management 2025 Q1 filed May 15, 2025
- Evercore Wealth Management 2024 Q4 filed Feb. 14, 2025
- Evercore Wealth Management 2024 Q3 filed Nov. 14, 2024
- Evercore Wealth Management 2024 Q2 filed Aug. 14, 2024
- Evercore Wealth Management 2024 Q1 filed May 15, 2024
- 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