Evercore Wealth Management
Latest statistics and disclosures from Evercore Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, NVDA, MA, and represent 21.07% of Evercore Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CROX (+$16M), EOG (+$11M), IJH (+$8.8M), ARCC (+$8.6M), RSP (+$7.9M), POOL (+$7.9M), MS (+$6.9M), GNRC (+$5.2M), ANSS, TJX.
- Started 48 new stock positions in WSM, BUJA, HIG, AGG, NVR, WBS, JCI, OKE, MU, CNDA.
- Reduced shares in these 10 stocks: TXN (-$65M), AAPL (-$15M), BLDR (-$10M), MSFT (-$8.9M), CE (-$8.2M), TDG (-$8.0M), LLY, NVDA, COST, IVV.
- Sold out of its positions in T, BLAC, Blackrock Kelso Capital, CRL, CHTR, AG, GHIX, HBAN, PCEF, ITOT.
- Evercore Wealth Management was a net seller of stock by $-70M.
- Evercore Wealth Management has $6.4B in assets under management (AUM), dropping by 19.43%.
- Central Index Key (CIK): 0001482689
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Portfolio Holdings for Evercore Wealth Management
Evercore Wealth Management holds 421 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.0 | $381M | -2% | 905k | 420.72 |
|
| Apple (AAPL) | 4.9 | $310M | -4% | 1.8M | 171.48 |
|
| Amazon (AMZN) | 3.5 | $220M | 1.2M | 180.38 |
|
|
| NVIDIA Corporation (NVDA) | 3.4 | $217M | -2% | 241k | 903.56 |
|
| Mastercard Incorporated Cl A (MA) | 3.4 | $216M | 449k | 481.57 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 3.3 | $209M | 1.6M | 131.37 |
|
|
| AutoZone (AZO) | 2.9 | $185M | 59k | 3151.65 |
|
|
| Home Depot (HD) | 2.9 | $183M | 477k | 383.60 |
|
|
| Builders FirstSource (BLDR) | 2.8 | $181M | -5% | 866k | 208.55 |
|
| Thermo Fisher Scientific (TMO) | 2.8 | $178M | 306k | 581.21 |
|
|
| UnitedHealth (UNH) | 2.7 | $169M | 342k | 494.70 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $161M | 1.1M | 152.26 |
|
|
| Cdw (CDW) | 2.2 | $139M | 541k | 255.78 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.2 | $138M | 398k | 346.61 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $126M | +2% | 630k | 200.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $126M | 836k | 150.93 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $123M | 291k | 420.52 |
|
|
| Morgan Stanley Com New (MS) | 1.9 | $122M | +5% | 1.3M | 94.16 |
|
| Celanese Corporation (CE) | 1.9 | $118M | -6% | 689k | 171.86 |
|
| Chubb (CB) | 1.9 | $118M | 456k | 259.13 |
|
|
| Cbre Group Cl A (CBRE) | 1.8 | $117M | 1.2M | 97.24 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.8 | $117M | +2% | 231k | 504.60 |
|
| Williams Companies (WMB) | 1.7 | $111M | +2% | 2.9M | 38.97 |
|
| American Tower Reit (AMT) | 1.5 | $97M | 492k | 197.59 |
|
|
| Abbott Laboratories (ABT) | 1.5 | $96M | 848k | 113.66 |
|
|
| TJX Companies (TJX) | 1.5 | $95M | +3% | 940k | 101.42 |
|
| BlackRock (BLK) | 1.5 | $95M | 113k | 833.70 |
|
|
| Constellation Brands Cl A (STZ) | 1.5 | $94M | +2% | 345k | 271.76 |
|
| McDonald's Corporation (MCD) | 1.5 | $94M | +2% | 332k | 281.95 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $91M | -4% | 124k | 732.63 |
|
| Crocs (CROX) | 1.4 | $90M | +21% | 624k | 143.80 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.3 | $81M | +2% | 1.1M | 72.19 |
|
| Ansys (ANSS) | 1.2 | $77M | +5% | 221k | 347.16 |
|
| EOG Resources (EOG) | 1.2 | $76M | +16% | 592k | 127.84 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $71M | +2% | 137k | 523.07 |
|
| Nike CL B (NKE) | 0.9 | $60M | 635k | 93.98 |
|
|
| Chevron Corporation (CVX) | 0.9 | $58M | +4% | 364k | 157.74 |
|
| Pool Corporation (POOL) | 0.9 | $57M | +16% | 140k | 403.50 |
|
| Generac Holdings (GNRC) | 0.8 | $49M | +11% | 389k | 126.14 |
|
| BorgWarner (BWA) | 0.7 | $45M | -2% | 1.3M | 34.74 |
|
| Sherwin-Williams Company (SHW) | 0.6 | $38M | 109k | 347.33 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $37M | -9% | 70k | 525.73 |
|
| Johnson & Johnson (JNJ) | 0.5 | $32M | -4% | 205k | 158.20 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $32M | -13% | 41k | 777.96 |
|
| Roper Industries (ROP) | 0.5 | $31M | -5% | 56k | 560.84 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $28M | 677k | 42.01 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $26M | +6% | 55k | 480.70 |
|
| Pepsi (PEP) | 0.3 | $21M | -3% | 120k | 175.01 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $20M | -6% | 59k | 337.05 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $17M | 82k | 205.72 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $17M | -3% | 209k | 79.86 |
|
| Abbvie (ABBV) | 0.3 | $16M | -2% | 90k | 182.10 |
|
| Automatic Data Processing (ADP) | 0.2 | $15M | -3% | 61k | 249.74 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $15M | +2% | 53k | 288.03 |
|
| Merck & Co (MRK) | 0.2 | $14M | -2% | 107k | 131.95 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $13M | -21% | 180k | 72.34 |
|
| Applied Materials (AMAT) | 0.2 | $13M | -2% | 62k | 206.23 |
|
| Procter & Gamble Company (PG) | 0.2 | $13M | -18% | 78k | 162.24 |
|
| Cisco Systems (CSCO) | 0.2 | $12M | -6% | 239k | 49.91 |
|
| McKesson Corporation (MCK) | 0.2 | $12M | +2% | 22k | 536.85 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $11M | -85% | 66k | 174.21 |
|
| Coca-Cola Company (KO) | 0.2 | $11M | +3% | 187k | 61.18 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $11M | +356% | 187k | 60.74 |
|
| Stryker Corporation (SYK) | 0.2 | $11M | +2% | 32k | 357.87 |
|
| Visa Com Cl A (V) | 0.2 | $11M | -6% | 40k | 279.08 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $11M | -3% | 91k | 116.24 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $10M | -9% | 18k | 556.41 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $10M | +17% | 200k | 50.17 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $9.6M | +11% | 46k | 210.30 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $9.6M | 65k | 147.73 |
|
|
| International Business Machines (IBM) | 0.1 | $9.3M | +9% | 49k | 190.96 |
|
| Lowe's Companies (LOW) | 0.1 | $9.1M | -11% | 36k | 254.73 |
|
| United Parcel Service CL B (UPS) | 0.1 | $9.0M | -21% | 61k | 148.63 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $8.9M | +14% | 43k | 208.27 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $8.6M | +1066% | 51k | 169.37 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $8.6M | NEW | 413k | 20.82 |
|
| Oracle Corporation (ORCL) | 0.1 | $8.5M | -5% | 68k | 125.61 |
|
| salesforce (CRM) | 0.1 | $8.1M | 27k | 301.18 |
|
|
| Tesla Motors (TSLA) | 0.1 | $7.6M | +16% | 43k | 175.79 |
|
| Illinois Tool Works (ITW) | 0.1 | $7.4M | 28k | 268.33 |
|
|
| Nextera Energy (NEE) | 0.1 | $7.1M | +40% | 111k | 63.91 |
|
| Union Pacific Corporation (UNP) | 0.1 | $7.1M | -4% | 29k | 245.93 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $7.0M | 11.00 | 634440.00 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $6.9M | -3% | 71k | 97.53 |
|
| Broadcom (AVGO) | 0.1 | $6.8M | +42% | 5.2k | 1325.41 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $6.5M | 40k | 164.01 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $6.4M | +23% | 219k | 29.18 |
|
| Danaher Corporation (DHR) | 0.1 | $6.3M | -2% | 25k | 249.72 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $6.3M | -2% | 28k | 228.59 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $6.0M | -3% | 102k | 58.65 |
|
| Walt Disney Company (DIS) | 0.1 | $5.9M | -10% | 48k | 122.36 |
|
| Pfizer (PFE) | 0.1 | $5.7M | -11% | 207k | 27.75 |
|
| Amgen (AMGN) | 0.1 | $5.7M | -3% | 20k | 284.32 |
|
| Church & Dwight (CHD) | 0.1 | $5.1M | -13% | 49k | 104.31 |
|
| RPM International (RPM) | 0.1 | $5.1M | -12% | 43k | 118.95 |
|
| Intel Corporation (INTC) | 0.1 | $5.0M | -5% | 113k | 44.17 |
|
| Wal-Mart Stores (WMT) | 0.1 | $5.0M | +213% | 83k | 60.17 |
|
| Ecolab (ECL) | 0.1 | $4.9M | 21k | 230.90 |
|
|
| Jabil Circuit (JBL) | 0.1 | $4.9M | -30% | 37k | 133.95 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $4.8M | -6% | 19k | 259.90 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $4.7M | 113k | 41.56 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $4.6M | 55k | 84.44 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.5M | 10k | 444.01 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $4.5M | 24k | 186.81 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $4.4M | -14% | 106k | 41.77 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.4M | 40k | 110.52 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $4.4M | -4% | 48k | 91.39 |
|
| Chart Industries (GTLS) | 0.1 | $4.3M | +19% | 26k | 164.72 |
|
| Emerson Electric (EMR) | 0.1 | $4.2M | -6% | 37k | 113.42 |
|
| Honeywell International (HON) | 0.1 | $4.1M | -3% | 20k | 205.25 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $4.0M | 42k | 96.83 |
|
|
| Qualcomm (QCOM) | 0.1 | $3.9M | -3% | 23k | 169.30 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $3.9M | -5% | 34k | 115.35 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.9M | +29% | 16k | 249.87 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $3.8M | -11% | 48k | 79.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.8M | +6% | 11k | 344.20 |
|
| Caterpillar (CAT) | 0.1 | $3.7M | -5% | 10k | 366.43 |
|
| Progressive Corporation (PGR) | 0.1 | $3.7M | -6% | 18k | 206.82 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.6M | -11% | 15k | 239.76 |
|
| Meta Platforms Cl A (META) | 0.1 | $3.6M | +11% | 7.4k | 485.59 |
|
| Mettler-Toledo International (MTD) | 0.1 | $3.5M | -3% | 2.6k | 1331.29 |
|
| AFLAC Incorporated (AFL) | 0.1 | $3.4M | -7% | 40k | 85.86 |
|
| O'reilly Automotive (ORLY) | 0.1 | $3.4M | -7% | 3.0k | 1128.88 |
|
| American Express Company (AXP) | 0.1 | $3.3M | -2% | 15k | 227.69 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $3.3M | +17% | 6.1k | 539.93 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $3.3M | 77k | 42.12 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $3.2M | -5% | 55k | 58.13 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $3.2M | +3% | 72k | 44.05 |
|
| Bank of America Corporation (BAC) | 0.0 | $3.1M | -55% | 83k | 37.92 |
|
| Sonoco Products Company (SON) | 0.0 | $3.1M | -4% | 53k | 57.84 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $3.0M | +34% | 36k | 84.09 |
|
| Target Corporation (TGT) | 0.0 | $3.0M | -4% | 17k | 177.21 |
|
| Boeing Company (BA) | 0.0 | $2.9M | +22% | 15k | 192.99 |
|
| Philip Morris International (PM) | 0.0 | $2.9M | -3% | 31k | 91.62 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $2.8M | 30k | 92.72 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.8M | -21% | 52k | 54.23 |
|
| Netflix (NFLX) | 0.0 | $2.8M | +5% | 4.6k | 607.33 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $2.8M | -3% | 31k | 90.05 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $2.8M | -16% | 29k | 96.71 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $2.8M | -2% | 28k | 99.27 |
|
| Centerspace (CSR) | 0.0 | $2.7M | 48k | 57.14 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $2.7M | +5% | 15k | 183.89 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $2.5M | +9% | 20k | 125.96 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $2.5M | -41% | 16k | 154.93 |
|
| Travelers Companies (TRV) | 0.0 | $2.5M | 11k | 230.14 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $2.5M | +18% | 30k | 81.66 |
|
| Intercontinental Exchange (ICE) | 0.0 | $2.5M | 18k | 137.43 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $2.4M | 15k | 163.22 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $2.3M | -2% | 14k | 169.21 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.3M | -2% | 33k | 70.00 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.3M | -4% | 13k | 179.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.3M | +59% | 31k | 74.22 |
|
| Medtronic SHS (MDT) | 0.0 | $2.3M | -4% | 26k | 87.15 |
|
| Goldman Sachs (GS) | 0.0 | $2.2M | +2% | 5.4k | 417.69 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $2.2M | -5% | 8.9k | 247.77 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.2M | 38k | 57.96 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $2.2M | -13% | 14k | 153.73 |
|
| Phillips 66 (PSX) | 0.0 | $2.2M | 13k | 163.34 |
|
|
| Aptar (ATR) | 0.0 | $2.1M | 15k | 143.89 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $2.1M | -9% | 23k | 92.89 |
|
| Dell Technologies CL C (DELL) | 0.0 | $2.0M | 18k | 114.11 |
|
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| Yum! Brands (YUM) | 0.0 | $2.0M | 15k | 138.65 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $2.0M | -6% | 4.4k | 454.87 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.0M | -3% | 45k | 43.35 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $2.0M | +3% | 26k | 76.36 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.9M | -2% | 11k | 182.62 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.8M | -11% | 20k | 94.41 |
|
| General Electric Com New (GE) | 0.0 | $1.8M | -6% | 10k | 175.53 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $1.8M | -7% | 27k | 67.75 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.8M | +15% | 8.8k | 205.98 |
|
| SYSCO Corporation (SYY) | 0.0 | $1.8M | 22k | 81.18 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.8M | 7.2k | 252.31 |
|
|
| ConocoPhillips (COP) | 0.0 | $1.8M | +5% | 14k | 127.28 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.8M | -12% | 15k | 123.18 |
|
| Capital One Financial (COF) | 0.0 | $1.7M | 12k | 148.89 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.7M | 3.3k | 524.34 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.7M | -2% | 10k | 158.81 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.6M | 3.0k | 555.79 |
|
|
| S&p Global (SPGI) | 0.0 | $1.6M | 3.8k | 425.45 |
|
|
| Dover Corporation (DOV) | 0.0 | $1.6M | -4% | 8.9k | 177.19 |
|
| Acuity Brands (AYI) | 0.0 | $1.6M | 5.9k | 268.73 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.6M | -36% | 14k | 110.21 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.5M | 6.2k | 247.41 |
|
|
| 3M Company (MMM) | 0.0 | $1.5M | -20% | 14k | 106.07 |
|
| Waste Management (WM) | 0.0 | $1.5M | 7.1k | 213.15 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $1.5M | -43% | 3.0k | 496.88 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.5M | 5.3k | 282.49 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $1.5M | 38k | 39.28 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.5M | 14k | 109.17 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.5M | 36k | 40.93 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $1.4M | +19% | 7.7k | 180.49 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $1.4M | -10% | 31k | 44.70 |
|
| PNC Financial Services (PNC) | 0.0 | $1.4M | -9% | 8.5k | 161.60 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $1.3M | 19k | 70.72 |
|
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.3M | -3% | 5.3k | 250.04 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.3M | -7% | 4.3k | 300.08 |
|
| Verizon Communications (VZ) | 0.0 | $1.3M | -11% | 31k | 41.96 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.3M | 30k | 41.87 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.3M | -10% | 1.3k | 962.49 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.2M | 12k | 103.79 |
|
|
| Analog Devices (ADI) | 0.0 | $1.2M | -7% | 6.2k | 197.78 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.2M | -9% | 9.3k | 129.35 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $1.2M | +23% | 8.5k | 140.51 |
|
| L3harris Technologies (LHX) | 0.0 | $1.2M | +32% | 5.5k | 213.10 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.2M | -25% | 29k | 41.08 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.2M | -37% | 23k | 51.60 |
|
| Equinix (EQIX) | 0.0 | $1.2M | 1.4k | 825.33 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.1M | -30% | 13k | 86.48 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.1M | -2% | 3.7k | 312.68 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.1M | -20% | 6.3k | 180.47 |
|
| Paychex (PAYX) | 0.0 | $1.1M | -9% | 9.2k | 122.80 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.1M | -87% | 908.00 | 1231.60 |
|
| Gilead Sciences (GILD) | 0.0 | $1.1M | -8% | 15k | 73.25 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.0M | +2% | 5.1k | 201.50 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $1.0M | 18k | 56.68 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $1.0M | 4.0k | 247.45 |
|
|
| Servicenow (NOW) | 0.0 | $951k | +14% | 1.2k | 762.33 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $948k | +24% | 10k | 94.89 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $946k | +2% | 8.6k | 110.50 |
|
| Southern Company (SO) | 0.0 | $929k | -6% | 13k | 71.74 |
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $928k | 45k | 20.43 |
|
|
| Norfolk Southern (NSC) | 0.0 | $922k | -3% | 3.6k | 254.87 |
|
| Enbridge (ENB) | 0.0 | $916k | 25k | 36.18 |
|
|
| Deere & Company (DE) | 0.0 | $914k | -70% | 2.2k | 410.74 |
|
| Cigna Corp (CI) | 0.0 | $913k | 2.5k | 363.19 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $900k | -37% | 7.6k | 118.29 |
|
| Chesapeake Energy Corp (CHK) | 0.0 | $888k | 10k | 88.83 |
|
|
| Consolidated Edison (ED) | 0.0 | $867k | -6% | 9.6k | 90.81 |
|
| Dupont De Nemours (DD) | 0.0 | $867k | 11k | 76.67 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $866k | NEW | 8.8k | 97.94 |
|
| Linde SHS (LIN) | 0.0 | $845k | 1.8k | 464.32 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $841k | -28% | 37k | 22.75 |
|
| Steris Shs Usd (STE) | 0.0 | $831k | 3.7k | 224.82 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $822k | NEW | 3.1k | 265.12 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $791k | -13% | 10k | 76.81 |
|
| Jefferies Finl Group (JEF) | 0.0 | $791k | 18k | 44.10 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $783k | +8% | 1.9k | 418.00 |
|
| D.R. Horton (DHI) | 0.0 | $772k | 4.7k | 164.55 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $766k | -2% | 20k | 38.47 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $761k | 1.9k | 397.76 |
|
|
| International Money Express (IMXI) | 0.0 | $760k | -5% | 33k | 22.83 |
|
| Ball Corporation (BALL) | 0.0 | $753k | -10% | 11k | 67.36 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $744k | +3% | 32k | 23.01 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $730k | 11k | 68.49 |
|
|
| State Street Corporation (STT) | 0.0 | $726k | -2% | 9.4k | 77.32 |
|
| Booking Holdings (BKNG) | 0.0 | $715k | 197.00 | 3627.88 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $713k | 11k | 67.34 |
|
|
| W.W. Grainger (GWW) | 0.0 | $705k | 693.00 | 1017.30 |
|
|
| Intuit (INTU) | 0.0 | $701k | 1.1k | 650.00 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $695k | -27% | 9.5k | 73.29 |
|
| Golub Capital BDC (GBDC) | 0.0 | $669k | +5% | 40k | 16.63 |
|
| FedEx Corporation (FDX) | 0.0 | $659k | -18% | 2.3k | 289.74 |
|
| Public Storage (PSA) | 0.0 | $649k | -38% | 2.2k | 290.15 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $636k | 25k | 25.44 |
|
|
| Moody's Corporation (MCO) | 0.0 | $611k | +7% | 1.6k | 393.03 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $602k | 16k | 36.72 |
|
|
| General Mills (GIS) | 0.0 | $599k | -13% | 8.6k | 69.97 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $596k | 1.7k | 355.00 |
|
|
| Msci (MSCI) | 0.0 | $593k | 1.1k | 560.50 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $593k | 6.9k | 85.99 |
|
|
| AmerisourceBergen (COR) | 0.0 | $591k | 2.4k | 242.99 |
|
|
| CSX Corporation (CSX) | 0.0 | $576k | +7% | 16k | 37.07 |
|
| Corning Incorporated (GLW) | 0.0 | $573k | -4% | 17k | 32.96 |
|
| Martin Marietta Materials (MLM) | 0.0 | $573k | 933.00 | 613.94 |
|
|
| Best Buy (BBY) | 0.0 | $571k | -28% | 7.0k | 82.03 |
|
| Kla Corp Com New (KLAC) | 0.0 | $571k | 817.00 | 698.57 |
|
|
| Kenvue (KVUE) | 0.0 | $562k | +13% | 26k | 21.46 |
|
| Perimeter Solutions Sa Common Stock (PRM) | 0.0 | $557k | NEW | 75k | 7.42 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $555k | -5% | 14k | 38.98 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $540k | 9.3k | 57.86 |
|
|
| Altria (MO) | 0.0 | $539k | 12k | 43.62 |
|
|
| Arista Networks (ANET) | 0.0 | $535k | +2% | 1.8k | 289.98 |
|
| Verisk Analytics (VRSK) | 0.0 | $535k | -5% | 2.3k | 235.70 |
|
| Baxter International (BAX) | 0.0 | $529k | -26% | 12k | 42.74 |
|
| American Water Works (AWK) | 0.0 | $526k | 4.3k | 122.21 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $525k | -9% | 1.9k | 270.80 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $525k | 2.2k | 235.03 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $524k | +200% | 906.00 | 578.51 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $516k | -70% | 3.2k | 162.86 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $516k | -14% | 9.4k | 54.81 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $511k | NEW | 5.8k | 88.66 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $506k | NEW | 4.7k | 107.60 |
|
| Apollo Global Mgmt (APO) | 0.0 | $499k | -26% | 4.4k | 112.45 |
|
| Kraft Heinz (KHC) | 0.0 | $496k | -25% | 13k | 36.90 |
|
| Shopify Cl A (SHOP) | 0.0 | $493k | +53% | 6.4k | 77.17 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $482k | -15% | 4.0k | 120.98 |
|
| Ameriprise Financial (AMP) | 0.0 | $473k | 1.1k | 438.44 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $470k | 5.2k | 91.25 |
|
|
| Rockwell Automation (ROK) | 0.0 | $464k | -6% | 1.6k | 291.33 |
|
| Biogen Idec (BIIB) | 0.0 | $462k | 2.1k | 215.63 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $457k | -25% | 4.2k | 108.92 |
|
| Cme (CME) | 0.0 | $456k | -6% | 2.1k | 215.29 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $455k | +32% | 1.1k | 399.09 |
|
| Dow (DOW) | 0.0 | $452k | 7.8k | 57.93 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $447k | +11% | 1.6k | 284.13 |
|
| Zimmer Holdings (ZBH) | 0.0 | $444k | 3.4k | 132.00 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $434k | +3% | 447.00 | 971.57 |
|
| AutoNation (AN) | 0.0 | $434k | -32% | 2.6k | 165.58 |
|
| Micron Technology (MU) | 0.0 | $430k | NEW | 3.7k | 117.89 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $424k | NEW | 3.7k | 114.14 |
|
| Air Products & Chemicals (APD) | 0.0 | $418k | -3% | 1.7k | 242.27 |
|
| United Rentals (URI) | 0.0 | $414k | 574.00 | 721.11 |
|
|
| Te Connectivity SHS (TEL) | 0.0 | $414k | +6% | 2.8k | 145.24 |
|
| Bio-techne Corporation (TECH) | 0.0 | $410k | +67% | 5.8k | 70.39 |
|
| Cummins (CMI) | 0.0 | $408k | 1.4k | 294.65 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $405k | NEW | 7.9k | 51.00 |
|
| Trane Technologies SHS (TT) | 0.0 | $399k | 1.3k | 300.20 |
|
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $395k | NEW | 6.3k | 63.17 |
|
| Digital Realty Trust (DLR) | 0.0 | $388k | -11% | 2.7k | 144.04 |
|
| AES Corporation (AES) | 0.0 | $387k | -4% | 22k | 17.93 |
|
| Anthem (ELV) | 0.0 | $383k | 739.00 | 518.54 |
|
|
| Republic Services (RSG) | 0.0 | $379k | NEW | 2.0k | 191.44 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $373k | 1.9k | 191.88 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $373k | -3% | 2.4k | 154.12 |
|
| American Electric Power Company (AEP) | 0.0 | $373k | -3% | 4.3k | 86.10 |
|
| Eastman Chemical Company (EMN) | 0.0 | $363k | 3.6k | 100.22 |
|
|
| White Mountains Insurance Gp (WTM) | 0.0 | $359k | 200.00 | 1794.30 |
|
|
| Inflection Pt Acquisitn Crp Cl A Ord Shs (IPXX) | 0.0 | $352k | NEW | 34k | 10.46 |
|
| Raymond James Financial (RJF) | 0.0 | $350k | 2.7k | 128.42 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $349k | 6.1k | 56.98 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $348k | 9.0k | 38.74 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $343k | 2.0k | 175.27 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $343k | -7% | 2.4k | 145.68 |
|
| Evercore Class A (EVR) | 0.0 | $340k | 1.8k | 192.59 |
|
|
| Wright Express (WEX) | 0.0 | $340k | -4% | 1.4k | 237.53 |
|
| CF Industries Holdings (CF) | 0.0 | $339k | 4.1k | 83.21 |
|
|
| Westrock (WRK) | 0.0 | $337k | -36% | 6.8k | 49.45 |
|
| Allstate Corporation (ALL) | 0.0 | $331k | -15% | 1.9k | 173.01 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $325k | 10k | 31.95 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $325k | +4% | 3.4k | 95.57 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $323k | 3.0k | 108.05 |
|
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $322k | 14k | 22.97 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $319k | 3.5k | 92.44 |
|
|
| Markel Corporation (MKL) | 0.0 | $318k | +52% | 209.00 | 1521.48 |
|
| Crown Holdings (CCK) | 0.0 | $317k | -11% | 4.0k | 79.26 |
|
| Pinterest Cl A (PINS) | 0.0 | $314k | 9.1k | 34.67 |
|
|
| Teleflex Incorporated (TFX) | 0.0 | $310k | 1.4k | 226.17 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $310k | 2.2k | 137.75 |
|
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.0 | $301k | 10k | 30.08 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $298k | -16% | 2.3k | 131.27 |
|
| Hershey Company (HSY) | 0.0 | $295k | 1.5k | 194.50 |
|
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $294k | 5.1k | 57.70 |
|
|
| Prologis (PLD) | 0.0 | $294k | 2.3k | 130.22 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $293k | -11% | 1.4k | 204.86 |
|
| Ishares Bitcoin Tr SHS (IBIT) | 0.0 | $292k | NEW | 7.2k | 40.47 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $291k | 6.9k | 42.02 |
|
|
| Gra (GGG) | 0.0 | $290k | -11% | 3.1k | 93.46 |
|
| Carlisle Companies (CSL) | 0.0 | $288k | NEW | 736.00 | 391.86 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $287k | -39% | 4.5k | 64.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $285k | -8% | 3.5k | 80.63 |
|
| Citigroup Com New (C) | 0.0 | $284k | NEW | 4.5k | 63.24 |
|
| Vulcan Materials Company (VMC) | 0.0 | $283k | -5% | 1.0k | 272.92 |
|
| Canadian Natl Ry (CNI) | 0.0 | $281k | NEW | 2.1k | 131.71 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $280k | NEW | 4.4k | 64.11 |
|
| Kkr & Co (KKR) | 0.0 | $278k | NEW | 2.8k | 100.58 |
|
| Sensient Technologies Corporation (SXT) | 0.0 | $277k | 4.0k | 69.19 |
|
|
| Dominion Resources (D) | 0.0 | $276k | -47% | 5.6k | 49.19 |
|
| Autodesk (ADSK) | 0.0 | $276k | 1.1k | 260.42 |
|
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $275k | 5.2k | 52.55 |
|
|
| Corteva (CTVA) | 0.0 | $272k | 4.7k | 57.67 |
|
|
| Ameren Corporation (AEE) | 0.0 | $270k | 3.7k | 73.96 |
|
|
| MetLife (MET) | 0.0 | $265k | NEW | 3.6k | 74.11 |
|
| Synopsys (SNPS) | 0.0 | $265k | NEW | 463.00 | 571.50 |
|
| Nucor Corporation (NUE) | 0.0 | $264k | -2% | 1.3k | 197.90 |
|
| Henry Schein (HSIC) | 0.0 | $261k | 3.4k | 75.52 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $259k | -8% | 1.8k | 145.51 |
|
| Macrogenics (MGNX) | 0.0 | $258k | 18k | 14.72 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $254k | -7% | 5.0k | 51.28 |
|
| Genuine Parts Company (GPC) | 0.0 | $251k | -2% | 1.6k | 154.93 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $250k | NEW | 1.9k | 133.11 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $248k | +4% | 5.2k | 47.31 |
|
| Rogers Communications CL B (RCI) | 0.0 | $246k | 6.0k | 41.00 |
|
|
| NetScout Systems (NTCT) | 0.0 | $244k | 11k | 21.84 |
|
|
| Nabors Energy Transition Cor Cl A (NETD) | 0.0 | $244k | NEW | 24k | 10.40 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $243k | -32% | 6.0k | 40.71 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $241k | NEW | 83.00 | 2906.77 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $240k | 888.00 | 270.52 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $240k | -27% | 2.7k | 88.17 |
|
| Acme United Corporation (ACU) | 0.0 | $240k | NEW | 5.1k | 46.99 |
|
| Laboratory Corp Amer Hldgs Com New | 0.0 | $234k | -12% | 1.1k | 218.46 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $234k | -4% | 11k | 21.69 |
|
| Arcadium Lithium Com Shs (ALTM) | 0.0 | $233k | NEW | 54k | 4.31 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $231k | 4.8k | 47.89 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $229k | NEW | 3.5k | 65.32 |
|
| Hartford Financial Services (HIG) | 0.0 | $228k | NEW | 2.2k | 103.05 |
|
| Net Power Com Cl A (NPWR) | 0.0 | $228k | 20k | 11.39 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $226k | NEW | 3.9k | 57.62 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $224k | 467.00 | 478.66 |
|
|
| Oneok (OKE) | 0.0 | $220k | NEW | 2.7k | 80.17 |
|
| Sl Green Realty Corp (SLG) | 0.0 | $219k | NEW | 4.0k | 55.13 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $218k | NEW | 825.00 | 263.90 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $218k | NEW | 2.5k | 87.42 |
|
| Five Below (FIVE) | 0.0 | $217k | -5% | 1.2k | 181.38 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $215k | 6.9k | 31.21 |
|
|
| Sempra Energy (SRE) | 0.0 | $215k | 3.0k | 71.83 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $214k | 1.3k | 161.60 |
|
|
| Xylem (XYL) | 0.0 | $212k | NEW | 1.6k | 129.24 |
|
| Colombier Acquisition Corp I Com Shs Cl A (CLBR) | 0.0 | $211k | NEW | 21k | 10.27 |
|
| Avantor (AVTR) | 0.0 | $210k | NEW | 8.2k | 25.57 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $207k | NEW | 220.00 | 941.26 |
|
| Kroger (KR) | 0.0 | $205k | NEW | 3.6k | 57.13 |
|
| Williams-Sonoma (WSM) | 0.0 | $204k | NEW | 643.00 | 317.53 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $204k | NEW | 1.8k | 115.81 |
|
| NVR (NVR) | 0.0 | $203k | NEW | 25.00 | 8099.96 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $201k | +77% | 195k | 1.03 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $200k | NEW | 8.4k | 23.83 |
|
| Haymaker Acquisition Corp Iv Class A (HYAC) | 0.0 | $185k | +33% | 18k | 10.42 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $172k | +15% | 37k | 4.62 |
|
| Agriculture & Nat Sol Acq Shs Cl A (ANSC) | 0.0 | $168k | NEW | 17k | 10.15 |
|
| Concord Acquisition Corp Ii Com Cl A (CNDA) | 0.0 | $139k | NEW | 13k | 10.52 |
|
| Cartesian Growth Corp Ii Class A Ord (RENE) | 0.0 | $122k | NEW | 11k | 11.11 |
|
| Bukit Jalil Gbl Acquisition Ord Shs (BUJA) | 0.0 | $121k | NEW | 12k | 10.50 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $121k | 23k | 5.36 |
|
|
| Roivant Sciences SHS (ROIV) | 0.0 | $105k | NEW | 10k | 10.54 |
|
| Chegg (CHGG) | 0.0 | $104k | -6% | 14k | 7.57 |
|
| Sofi Technologies (SOFI) | 0.0 | $79k | 11k | 7.30 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $69k | 20k | 3.44 |
|
|
| Globalstar (GSAT) | 0.0 | $59k | 40k | 1.47 |
|
|
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $27k | 23k | 1.16 |
|
|
| 99 Acquisition Group Right 08/25/2028 | 0.0 | $1.9k | NEW | 10k | 0.18 |
|
| 99 Acquisition Group *w Exp 08/25/202 | 0.0 | $227.630000 | NEW | 10k | 0.02 |
|
Past Filings by Evercore Wealth Management
SEC 13F filings are viewable for Evercore Wealth Management going back to 2010
- 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
- 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