Evercore Wealth Management
Latest statistics and disclosures from Evercore Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, BX, and represent 24.44% of Evercore Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BLK (+$119M), FI (+$55M), VIK (+$54M), XLV (+$11M), DXJ (+$8.9M), CROX (+$6.7M), GNRC, UPS, KMI, VOO.
- Started 27 new stock positions in LAB, HOOD, FNDF, PRM, CAPNR, PWR, HE, SNOW, ALF, BLK.
- Reduced shares in these 10 stocks: , CVX (-$21M), CE (-$15M), MCD (-$13M), BX (-$13M), CBRE (-$9.9M), NVDA (-$5.4M), TSLA, AAPL, ACN.
- Sold out of its positions in ACU, Arista Networks, BlackRock, CVS, CNI, CP, CRL, CMG, CTAS, DFUS.
- Evercore Wealth Management was a net buyer of stock by $32M.
- Evercore Wealth Management has $6.7B in assets under management (AUM), dropping by 0.14%.
- Central Index Key (CIK): 0001482689
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Portfolio Holdings for Evercore Wealth Management
Evercore Wealth Management holds 417 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.6 | $438M | 1.7M | 250.42 |
|
|
| Microsoft Corporation (MSFT) | 5.5 | $367M | 871k | 421.50 |
|
|
| NVIDIA Corporation (NVDA) | 4.8 | $317M | 2.4M | 134.29 |
|
|
| Amazon (AMZN) | 4.0 | $268M | 1.2M | 219.39 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 3.6 | $241M | -4% | 1.4M | 172.42 |
|
| Mastercard Incorporated Cl A (MA) | 3.4 | $230M | 437k | 526.57 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $195M | 1.0M | 190.44 |
|
|
| AutoZone (AZO) | 2.8 | $184M | 58k | 3202.00 |
|
|
| Home Depot (HD) | 2.7 | $182M | 468k | 388.99 |
|
|
| UnitedHealth (UNH) | 2.6 | $174M | 345k | 505.86 |
|
|
| Morgan Stanley Com New (MS) | 2.4 | $160M | 1.3M | 125.72 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $156M | 651k | 239.71 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $155M | 820k | 189.30 |
|
|
| Thermo Fisher Scientific (TMO) | 2.3 | $155M | 298k | 520.23 |
|
|
| Williams Companies (WMB) | 2.2 | $150M | 2.8M | 54.12 |
|
|
| Cbre Group Cl A (CBRE) | 2.2 | $145M | -6% | 1.1M | 131.29 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.0 | $135M | 383k | 351.79 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $127M | 279k | 453.28 |
|
|
| Chubb (CB) | 1.9 | $125M | 454k | 276.30 |
|
|
| Builders FirstSource (BLDR) | 1.8 | $121M | 845k | 142.93 |
|
|
| Blackrock (BLK) | 1.8 | $119M | NEW | 116k | 1025.11 |
|
| TJX Companies (TJX) | 1.6 | $106M | 877k | 120.81 |
|
|
| Costco Wholesale Corporation (COST) | 1.6 | $105M | 115k | 916.27 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.6 | $104M | 233k | 444.68 |
|
|
| Cdw (CDW) | 1.4 | $91M | -2% | 524k | 174.04 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.3 | $88M | 1.1M | 77.79 |
|
|
| Abbott Laboratories (ABT) | 1.3 | $88M | 778k | 113.11 |
|
|
| American Tower Reit (AMT) | 1.2 | $83M | 453k | 183.41 |
|
|
| Crocs (CROX) | 1.2 | $81M | +8% | 739k | 109.53 |
|
| Constellation Brands Cl A (STZ) | 1.2 | $79M | 356k | 221.00 |
|
|
| McDonald's Corporation (MCD) | 1.2 | $78M | -14% | 270k | 289.89 |
|
| Ansys (ANSS) | 1.2 | $77M | 229k | 337.33 |
|
|
| EOG Resources (EOG) | 1.1 | $76M | 622k | 122.58 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $71M | 121k | 586.08 |
|
|
| Generac Holdings (GNRC) | 1.0 | $67M | +4% | 430k | 155.05 |
|
| Fiserv (FI) | 0.8 | $55M | NEW | 268k | 205.42 |
|
| Viking Holdings Ord Shs (VIK) | 0.8 | $54M | NEW | 1.2M | 44.06 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $40M | 68k | 588.68 |
|
|
| BorgWarner (BWA) | 0.6 | $38M | -2% | 1.2M | 31.79 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $36M | 106k | 339.93 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $32M | 649k | 49.51 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $32M | +4% | 59k | 538.81 |
|
| Celanese Corporation (CE) | 0.5 | $32M | -32% | 455k | 69.21 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $30M | +41% | 272k | 110.29 |
|
| Chevron Corporation (CVX) | 0.4 | $29M | -41% | 202k | 144.84 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $29M | 37k | 772.00 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $28M | -2% | 190k | 144.62 |
|
| Roper Industries (ROP) | 0.4 | $26M | -6% | 50k | 519.85 |
|
| Ares Capital Corporation (ARCC) | 0.3 | $23M | 1.0M | 21.89 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $23M | 56k | 401.58 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $20M | +135% | 145k | 137.57 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $19M | 79k | 242.13 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $18M | 60k | 292.73 |
|
|
| Pepsi (PEP) | 0.3 | $17M | -2% | 113k | 152.06 |
|
| Abbvie (ABBV) | 0.2 | $16M | 88k | 177.70 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $14M | -3% | 185k | 75.61 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $13M | 175k | 74.01 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $13M | 76k | 167.65 |
|
|
| Cisco Systems (CSCO) | 0.2 | $12M | 207k | 59.20 |
|
|
| International Business Machines (IBM) | 0.2 | $12M | +3% | 55k | 219.83 |
|
| Visa Com Cl A (V) | 0.2 | $12M | 38k | 316.04 |
|
|
| Stryker Corporation (SYK) | 0.2 | $12M | 32k | 360.05 |
|
|
| McKesson Corporation (MCK) | 0.2 | $11M | +3% | 20k | 569.91 |
|
| Nextera Energy (NEE) | 0.2 | $11M | 151k | 71.69 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $11M | 65k | 166.64 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $11M | -3% | 170k | 62.31 |
|
| Tesla Motors (TSLA) | 0.2 | $10M | -28% | 26k | 403.84 |
|
| Merck & Co (MRK) | 0.2 | $10M | 104k | 99.48 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $10M | +2% | 59k | 175.23 |
|
| Broadcom (AVGO) | 0.2 | $10M | -7% | 44k | 231.84 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $10M | 211k | 47.82 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $9.8M | -2% | 53k | 187.51 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $9.5M | -3% | 41k | 232.52 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $9.5M | 17k | 569.59 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $9.4M | 88k | 107.57 |
|
|
| salesforce (CRM) | 0.1 | $9.1M | 27k | 334.33 |
|
|
| Applied Materials (AMAT) | 0.1 | $9.1M | 56k | 162.63 |
|
|
| Coca-Cola Company (KO) | 0.1 | $9.1M | -13% | 146k | 62.26 |
|
| Lowe's Companies (LOW) | 0.1 | $8.5M | 35k | 246.80 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $8.5M | 38k | 220.96 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $8.2M | -7% | 12.00 | 680920.00 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $8.0M | 69k | 115.72 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $7.8M | +37% | 62k | 126.10 |
|
| Wal-Mart Stores (WMT) | 0.1 | $7.6M | 84k | 90.35 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $7.4M | 40k | 186.70 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $6.8M | 218k | 31.36 |
|
|
| Nike CL B (NKE) | 0.1 | $6.5M | -28% | 86k | 75.67 |
|
| Illinois Tool Works (ITW) | 0.1 | $6.4M | -6% | 25k | 253.56 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $6.3M | +17% | 132k | 47.86 |
|
| Union Pacific Corporation (UNP) | 0.1 | $6.2M | -2% | 27k | 228.04 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $6.0M | +10% | 59k | 101.53 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $5.9M | -8% | 25k | 240.28 |
|
| Danaher Corporation (DHR) | 0.1 | $5.7M | 25k | 229.55 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $5.4M | +3% | 11k | 511.23 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $5.3M | 18k | 289.80 |
|
|
| Jabil Circuit (JBL) | 0.1 | $5.3M | 37k | 143.90 |
|
|
| Amgen (AMGN) | 0.1 | $5.1M | -2% | 19k | 260.64 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.0M | 16k | 322.16 |
|
|
| Ecolab (ECL) | 0.1 | $5.0M | 21k | 234.32 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $4.9M | 86k | 57.41 |
|
|
| Walt Disney Company (DIS) | 0.1 | $4.8M | -2% | 43k | 111.35 |
|
| RPM International (RPM) | 0.1 | $4.7M | -9% | 39k | 123.06 |
|
| Church & Dwight (CHD) | 0.1 | $4.7M | 45k | 104.71 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $4.6M | +4% | 105k | 44.04 |
|
| Emerson Electric (EMR) | 0.1 | $4.5M | 37k | 123.93 |
|
|
| Cloudflare Cl A Com (NET) | 0.1 | $4.5M | 42k | 107.68 |
|
|
| Chart Industries (GTLS) | 0.1 | $4.5M | -23% | 23k | 190.84 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.4M | 11k | 410.44 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.4M | 38k | 115.22 |
|
|
| Honeywell International (HON) | 0.1 | $4.4M | 19k | 225.89 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $4.3M | -3% | 63k | 69.45 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $4.3M | +8% | 83k | 51.99 |
|
| Meta Platforms Cl A (META) | 0.1 | $4.2M | 7.2k | 585.54 |
|
|
| Progressive Corporation (PGR) | 0.1 | $4.2M | 18k | 239.61 |
|
|
| American Express Company (AXP) | 0.1 | $4.2M | +2% | 14k | 296.79 |
|
| AFLAC Incorporated (AFL) | 0.1 | $4.1M | 39k | 103.44 |
|
|
| Netflix (NFLX) | 0.1 | $4.0M | 4.5k | 891.32 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.9M | -3% | 15k | 269.70 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.9M | -6% | 15k | 264.13 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.8M | 87k | 43.95 |
|
|
| Pfizer (PFE) | 0.1 | $3.8M | -17% | 144k | 26.53 |
|
| Caterpillar (CAT) | 0.1 | $3.7M | 10k | 362.76 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $3.6M | 53k | 68.26 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $3.5M | -2% | 73k | 48.33 |
|
| Qualcomm (QCOM) | 0.1 | $3.4M | 22k | 153.62 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $3.4M | 2.8k | 1185.80 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $3.3M | +19% | 17k | 190.88 |
|
| Starbucks Corporation (SBUX) | 0.0 | $3.1M | -5% | 34k | 91.25 |
|
| Centerspace (CSR) | 0.0 | $3.1M | 47k | 66.15 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $3.0M | -2% | 2.5k | 1223.68 |
|
| Goldman Sachs (GS) | 0.0 | $3.0M | 5.2k | 572.62 |
|
|
| Philip Morris International (PM) | 0.0 | $3.0M | 25k | 120.35 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.9M | 38k | 75.63 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.8M | -8% | 32k | 88.40 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $2.7M | -2% | 25k | 107.74 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $2.6M | -2% | 12k | 224.35 |
|
| Travelers Companies (TRV) | 0.0 | $2.6M | 11k | 240.89 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $2.6M | 18k | 149.01 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $2.6M | 37k | 70.24 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $2.6M | 28k | 90.91 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $2.5M | -14% | 12k | 220.73 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $2.5M | 28k | 92.61 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $2.5M | 6.0k | 413.44 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $2.4M | -8% | 25k | 96.81 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.4M | +20% | 12k | 195.84 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.3M | -2% | 12k | 185.13 |
|
| Aptar (ATR) | 0.0 | $2.3M | -3% | 14k | 157.10 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $2.3M | -4% | 17k | 131.76 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $2.1M | 4.4k | 485.95 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.1M | 30k | 70.28 |
|
|
| Medtronic SHS (MDT) | 0.0 | $2.1M | 27k | 79.88 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $2.1M | -3% | 13k | 162.93 |
|
| Sonoco Products Company (SON) | 0.0 | $2.0M | -22% | 41k | 48.85 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $2.0M | 7.2k | 278.94 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $2.0M | 3.2k | 621.80 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $2.0M | -8% | 15k | 132.37 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $1.9M | 26k | 72.18 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.9M | 15k | 131.29 |
|
|
| Target Corporation (TGT) | 0.0 | $1.9M | 14k | 135.18 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.9M | -2% | 31k | 59.73 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $1.9M | 24k | 78.61 |
|
|
| Yum! Brands (YUM) | 0.0 | $1.9M | 14k | 134.16 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $1.8M | 16k | 115.24 |
|
|
| S&p Global (SPGI) | 0.0 | $1.8M | -4% | 3.6k | 498.03 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.8M | 8.6k | 207.85 |
|
|
| 3M Company (MMM) | 0.0 | $1.8M | 14k | 129.09 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $1.8M | 21k | 84.14 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.8M | 2.8k | 636.03 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $1.7M | 10k | 166.79 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.7M | 6.0k | 288.85 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.7M | -21% | 8.1k | 212.41 |
|
| Boeing Company (BA) | 0.0 | $1.7M | -12% | 9.6k | 177.00 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.7M | -2% | 30k | 57.45 |
|
| Jacobs Engineering Group (J) | 0.0 | $1.7M | 13k | 133.62 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.7M | 22k | 76.46 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.7M | -2% | 29k | 56.56 |
|
| PNC Financial Services (PNC) | 0.0 | $1.6M | 8.5k | 192.85 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.6M | 14k | 121.59 |
|
|
| Intel Corporation (INTC) | 0.0 | $1.6M | -5% | 81k | 20.05 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.6M | 42k | 37.53 |
|
|
| Acuity Brands (AYI) | 0.0 | $1.6M | -8% | 5.4k | 292.13 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.5M | 13k | 112.26 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.5M | 36k | 41.40 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $1.5M | 35k | 41.61 |
|
|
| Kinder Morgan (KMI) | 0.0 | $1.5M | NEW | 53k | 27.40 |
|
| Phillips 66 (PSX) | 0.0 | $1.4M | 13k | 113.93 |
|
|
| Waste Management (WM) | 0.0 | $1.4M | 7.1k | 201.79 |
|
|
| Capital One Financial (COF) | 0.0 | $1.4M | -27% | 8.0k | 178.32 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.4M | 4.2k | 334.26 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.4M | 4.9k | 283.85 |
|
|
| Gilead Sciences (GILD) | 0.0 | $1.4M | 15k | 92.37 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.4M | +3% | 12k | 117.48 |
|
| Dover Corporation (DOV) | 0.0 | $1.4M | 7.3k | 187.60 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.4M | 5.2k | 263.49 |
|
|
| ConocoPhillips (COP) | 0.0 | $1.4M | 14k | 99.17 |
|
|
| Equinix (EQIX) | 0.0 | $1.3M | 1.4k | 942.89 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $1.3M | -7% | 17k | 78.40 |
|
| Servicenow (NOW) | 0.0 | $1.3M | 1.2k | 1060.12 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $1.3M | 27k | 47.83 |
|
|
| Paychex (PAYX) | 0.0 | $1.3M | 9.1k | 140.22 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $1.3M | 3.8k | 331.87 |
|
|
| Analog Devices (ADI) | 0.0 | $1.2M | 5.8k | 212.45 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.2M | 9.3k | 131.04 |
|
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $1.2M | 16k | 75.86 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.2M | 23k | 52.22 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.2M | -29% | 14k | 85.66 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.2M | 6.3k | 184.51 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.1M | 906.00 | 1267.28 |
|
|
| Verizon Communications (VZ) | 0.0 | $1.1M | 28k | 39.99 |
|
|
| L3harris Technologies (LHX) | 0.0 | $1.1M | 5.1k | 210.28 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $1.1M | 8.9k | 120.79 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $1.1M | -3% | 2.5k | 419.76 |
|
| Enbridge (ENB) | 0.0 | $1.1M | 25k | 42.43 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.0M | +275% | 37k | 27.87 |
|
| Southern Company (SO) | 0.0 | $1.0M | 12k | 82.32 |
|
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $1.0M | -11% | 6.1k | 165.82 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $1.0M | 18k | 56.88 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $1.0M | 906.00 | 1105.96 |
|
|
| Booking Holdings (BKNG) | 0.0 | $979k | 197.00 | 4968.42 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $973k | 37k | 26.33 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $951k | 11k | 89.32 |
|
|
| Deere & Company (DE) | 0.0 | $948k | 2.2k | 423.70 |
|
|
| Ge Vernova (GEV) | 0.0 | $944k | 2.9k | 328.93 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $928k | 1.3k | 712.33 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $904k | +26% | 17k | 53.05 |
|
| Becton, Dickinson and (BDX) | 0.0 | $841k | -3% | 3.7k | 226.87 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $836k | -23% | 20k | 41.82 |
|
| Corning Incorporated (GLW) | 0.0 | $820k | 17k | 47.52 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $808k | NEW | 7.3k | 110.53 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $803k | 20k | 40.34 |
|
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $782k | 45k | 17.20 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $780k | 4.7k | 164.17 |
|
|
| Linde SHS (LIN) | 0.0 | $779k | +2% | 1.9k | 418.67 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $777k | 1.7k | 462.23 |
|
|
| W.W. Grainger (GWW) | 0.0 | $771k | +7% | 731.00 | 1054.05 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $765k | 8.5k | 90.06 |
|
|
| Steris Shs Usd (STE) | 0.0 | $760k | 3.7k | 205.56 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $753k | 9.8k | 76.90 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $734k | -2% | 1.8k | 402.70 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $732k | 9.6k | 76.24 |
|
|
| Moody's Corporation (MCO) | 0.0 | $729k | 1.5k | 473.37 |
|
|
| Dupont De Nemours (DD) | 0.0 | $729k | 9.6k | 76.25 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $729k | 1.7k | 425.50 |
|
|
| Consolidated Edison (ED) | 0.0 | $717k | -15% | 8.0k | 89.23 |
|
| Palo Alto Networks (PANW) | 0.0 | $708k | +148% | 3.9k | 181.96 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $697k | 7.8k | 89.08 |
|
|
| International Money Express (IMXI) | 0.0 | $691k | 33k | 20.83 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $688k | -8% | 2.8k | 248.30 |
|
| Public Storage (PSA) | 0.0 | $648k | -3% | 2.2k | 299.53 |
|
| D.R. Horton (DHI) | 0.0 | $639k | 4.6k | 139.82 |
|
|
| Cigna Corp (CI) | 0.0 | $630k | 2.3k | 276.14 |
|
|
| Intuit (INTU) | 0.0 | $629k | 1.0k | 628.50 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $626k | 2.3k | 275.43 |
|
|
| Altria (MO) | 0.0 | $625k | 12k | 52.29 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $622k | 25k | 24.86 |
|
|
| Golub Capital BDC (GBDC) | 0.0 | $610k | 40k | 15.16 |
|
|
| Msci (MSCI) | 0.0 | $599k | 999.00 | 600.01 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $569k | -44% | 5.9k | 96.83 |
|
| Ameriprise Financial (AMP) | 0.0 | $567k | 1.1k | 532.43 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $556k | 1.9k | 287.82 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $550k | 3.3k | 165.16 |
|
|
| AmerisourceBergen (COR) | 0.0 | $548k | 2.4k | 224.68 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $548k | 1.0k | 521.96 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $547k | 13k | 43.38 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $540k | 6.4k | 84.55 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $539k | +21% | 14k | 38.34 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $537k | 9.3k | 57.53 |
|
|
| American Water Works (AWK) | 0.0 | $535k | 4.3k | 124.49 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $514k | 2.1k | 248.81 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $512k | 3.0k | 169.30 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $508k | 4.0k | 127.58 |
|
|
| Norfolk Southern (NSC) | 0.0 | $503k | 2.1k | 234.70 |
|
|
| General Mills (GIS) | 0.0 | $503k | 7.9k | 63.77 |
|
|
| Chesapeake Energy Corp (EXE) | 0.0 | $501k | NEW | 5.0k | 99.55 |
|
| Alpha Metallurgical Resources (AMR) | 0.0 | $500k | 2.5k | 200.12 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $495k | 2.8k | 177.33 |
|
|
| CSX Corporation (CSX) | 0.0 | $492k | 15k | 32.27 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $489k | 1.7k | 290.04 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $486k | 1.3k | 369.35 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $479k | 928.00 | 516.50 |
|
|
| Evercore Class A (EVR) | 0.0 | $477k | 1.7k | 277.19 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $474k | 752.00 | 630.12 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $470k | +584% | 17k | 27.32 |
|
| State Street Corporation (STT) | 0.0 | $468k | -45% | 4.8k | 98.15 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $463k | 6.3k | 74.02 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $462k | NEW | 16k | 29.70 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $462k | -7% | 4.3k | 106.55 |
|
| Best Buy (BBY) | 0.0 | $455k | 5.3k | 85.80 |
|
|
| Ball Corporation (BALL) | 0.0 | $451k | 8.2k | 55.13 |
|
|
| Perimeter Solutions Common Stock (PRM) | 0.0 | $447k | NEW | 35k | 12.78 |
|
| AutoNation (AN) | 0.0 | $445k | 2.6k | 169.84 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $444k | -2% | 7.0k | 63.47 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $444k | 3.5k | 126.75 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $443k | 2.3k | 189.59 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $441k | 4.1k | 106.33 |
|
|
| Cme (CME) | 0.0 | $439k | 1.9k | 232.23 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $439k | 7.9k | 55.22 |
|
|
| Cummins (CMI) | 0.0 | $430k | 1.2k | 348.60 |
|
|
| Kenvue (KVUE) | 0.0 | $415k | 20k | 21.35 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $411k | 2.2k | 186.33 |
|
|
| Raymond James Financial (RJF) | 0.0 | $408k | -3% | 2.6k | 155.33 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $400k | 2.9k | 139.50 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $397k | 2.8k | 142.97 |
|
|
| Rockwell Automation (ROK) | 0.0 | $394k | 1.4k | 285.79 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $393k | 2.4k | 166.42 |
|
|
| White Mountains Insurance Gp (WTM) | 0.0 | $389k | 200.00 | 1945.06 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $388k | 1.6k | 242.17 |
|
|
| Kkr & Co (KKR) | 0.0 | $387k | 2.6k | 147.91 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $385k | 25k | 15.40 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $384k | 9.0k | 42.75 |
|
|
| FedEx Corporation (FDX) | 0.0 | $383k | 1.4k | 281.33 |
|
|
| United Rentals (URI) | 0.0 | $380k | 540.00 | 704.44 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $380k | NEW | 5.3k | 72.23 |
|
| Republic Services (RSG) | 0.0 | $376k | 1.9k | 201.18 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $373k | 11k | 33.91 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $372k | 2.0k | 189.98 |
|
|
| Allstate Corporation (ALL) | 0.0 | $369k | 1.9k | 192.79 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $369k | 825.00 | 447.38 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $363k | 37k | 9.75 |
|
|
| American Electric Power Company (AEP) | 0.0 | $361k | 3.9k | 92.23 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $353k | 3.3k | 105.63 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $352k | 10k | 34.59 |
|
|
| Markel Corporation (MKL) | 0.0 | $350k | 203.00 | 1726.23 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $347k | 1.0k | 342.16 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $339k | -9% | 1.7k | 198.18 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $338k | 4.5k | 75.78 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $336k | -10% | 6.2k | 54.19 |
|
| Bio-techne Corporation (TECH) | 0.0 | $329k | 4.6k | 72.03 |
|
|
| Citigroup Com New (C) | 0.0 | $328k | 4.7k | 70.39 |
|
|
| Biogen Idec (BIIB) | 0.0 | $328k | 2.1k | 152.92 |
|
|
| Ameren Corporation (AEE) | 0.0 | $326k | 3.7k | 89.14 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $325k | 4.4k | 74.49 |
|
|
| Synopsys (SNPS) | 0.0 | $320k | 659.00 | 485.36 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $319k | 3.5k | 92.35 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $318k | 2.4k | 132.13 |
|
|
| AES Corporation (AES) | 0.0 | $314k | +22% | 24k | 12.87 |
|
| Eastman Chemical Company (EMN) | 0.0 | $313k | 3.4k | 91.32 |
|
|
| Baxter International (BAX) | 0.0 | $312k | 11k | 29.16 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $312k | 2.9k | 107.96 |
|
|
| Micron Technology (MU) | 0.0 | $307k | 3.7k | 84.16 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $301k | NEW | 5.2k | 58.00 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $301k | 3.9k | 76.83 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $300k | 13k | 22.98 |
|
|
| Dow (DOW) | 0.0 | $291k | 7.3k | 40.13 |
|
|
| Sensient Technologies Corporation (SXT) | 0.0 | $285k | 4.0k | 71.26 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $279k | -3% | 3.1k | 89.33 |
|
| Autodesk (ADSK) | 0.0 | $279k | 943.00 | 295.57 |
|
|
| Oneok (OKE) | 0.0 | $275k | +18% | 2.7k | 100.40 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $272k | -3% | 1.8k | 150.86 |
|
| Carlisle Companies (CSL) | 0.0 | $272k | 736.00 | 368.84 |
|
|
| Sl Green Realty Corp (SLG) | 0.0 | $270k | 4.0k | 67.92 |
|
|
| Tapestry (TPR) | 0.0 | $270k | NEW | 4.1k | 65.33 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $269k | 2.5k | 106.84 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $267k | 1.0k | 257.23 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $263k | 5.8k | 45.20 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $263k | 9.1k | 29.00 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $262k | 3.0k | 88.79 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $262k | 9.5k | 27.57 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $261k | 3.3k | 78.93 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $261k | 12k | 21.03 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $260k | NEW | 2.5k | 103.30 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $258k | 6.0k | 43.24 |
|
|
| Constellation Energy (CEG) | 0.0 | $256k | 1.1k | 223.71 |
|
|
| Nabors Energy Transition Cor Cl A (NETD) | 0.0 | $254k | 24k | 10.80 |
|
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $252k | 5.2k | 48.15 |
|
|
| Wright Express (WEX) | 0.0 | $251k | 1.4k | 175.32 |
|
|
| Uber Technologies (UBER) | 0.0 | $251k | 4.2k | 60.32 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $249k | NEW | 6.7k | 37.26 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $247k | 4.1k | 60.26 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $246k | NEW | 3.5k | 70.59 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $245k | 1.1k | 229.32 |
|
|
| Gra (GGG) | 0.0 | $243k | 2.9k | 84.29 |
|
|
| Hawaiian Electric Industries (HE) | 0.0 | $243k | NEW | 25k | 9.73 |
|
| Hartford Financial Services (HIG) | 0.0 | $242k | 2.2k | 109.40 |
|
|
| Rocket Lab Usa (RKLB) | 0.0 | $242k | NEW | 9.5k | 25.47 |
|
| Henry Schein (HSIC) | 0.0 | $239k | 3.4k | 69.20 |
|
|
| NVR (NVR) | 0.0 | $237k | +16% | 29.00 | 8178.90 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $237k | 1.8k | 134.34 |
|
|
| Xylem (XYL) | 0.0 | $236k | +14% | 2.0k | 116.02 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $234k | 4.8k | 48.42 |
|
|
| Columbia Banking System (COLB) | 0.0 | $234k | 8.6k | 27.01 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $233k | NEW | 1.3k | 185.18 |
|
| Anthem (ELV) | 0.0 | $227k | -14% | 615.00 | 368.90 |
|
| Smurfit Westrock SHS (SW) | 0.0 | $226k | 4.2k | 53.86 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $225k | NEW | 3.5k | 64.47 |
|
| Entergy Corporation (ETR) | 0.0 | $222k | NEW | 2.9k | 75.82 |
|
| Wiley John & Sons Cl A (WLY) | 0.0 | $221k | 5.1k | 43.71 |
|
|
| Kroger (KR) | 0.0 | $219k | 3.6k | 61.15 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $219k | 6.9k | 31.79 |
|
|
| D Fluidigm Corp Del (LAB) | 0.0 | $219k | NEW | 125k | 1.75 |
|
| Quanta Services (PWR) | 0.0 | $218k | NEW | 689.00 | 316.05 |
|
| Corteva (CTVA) | 0.0 | $217k | 3.8k | 56.96 |
|
|
| MetLife (MET) | 0.0 | $210k | 2.6k | 81.88 |
|
|
| Invesco Exchange Traded Fd T Next Gen Connect (KNCT) | 0.0 | $210k | 2.0k | 105.17 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $206k | 3.1k | 66.06 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $205k | NEW | 6.2k | 33.21 |
|
| Snowflake Cl A (SNOW) | 0.0 | $205k | NEW | 1.3k | 154.41 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $205k | 436.00 | 469.29 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $203k | 1.8k | 115.55 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $203k | +200% | 7.3k | 27.71 |
|
| Dominion Resources (D) | 0.0 | $203k | -27% | 3.8k | 53.86 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $203k | 4.5k | 45.27 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $200k | NEW | 2.7k | 74.03 |
|
| Haymaker Acquisition Corp Iv Class A (HYAC) | 0.0 | $192k | 18k | 10.77 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $183k | 23k | 8.13 |
|
|
| Centurion Acquisition Corp Shs Cl A (ALF) | 0.0 | $156k | NEW | 15k | 10.10 |
|
| Legato Merger Corp Iii Ord Shs (LEGT) | 0.0 | $147k | 14k | 10.29 |
|
|
| Agriculture & Nat Sol Acq Shs Cl A (ANSC) | 0.0 | $133k | 13k | 10.49 |
|
|
| Cayson Acquisition Corp SHS (CAPN) | 0.0 | $131k | NEW | 13k | 10.05 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $118k | 10k | 11.83 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $101k | 11k | 9.33 |
|
|
| Globalstar | 0.0 | $83k | 40k | 2.07 |
|
|
| Macrogenics (MGNX) | 0.0 | $57k | 18k | 3.25 |
|
|
| Blend Labs Cl A (BLND) | 0.0 | $47k | 11k | 4.21 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $43k | 20k | 2.13 |
|
|
| Chegg (CHGG) | 0.0 | $22k | 14k | 1.61 |
|
|
| Cayson Acquisition Corp Right 99/99/9999 (CAPNR) | 0.0 | $1.6k | NEW | 13k | 0.12 |
|
Past Filings by Evercore Wealth Management
SEC 13F filings are viewable for Evercore Wealth Management going back to 2010
- 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
- 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