Evercore Wealth Management
Latest statistics and disclosures from Evercore Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOG, AMZN, and represent 24.10% of Evercore Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: APH (+$88M), AVGO (+$81M), NOW (+$58M), CASY (+$30M), IWF (+$21M), VOO (+$14M), VEU (+$11M), SPOT (+$7.7M), SN (+$5.6M), JAAA (+$5.5M).
- Started 37 new stock positions in SPCX, Blackstone Digital Infrastructure Trust, GLNG, TWLV, CASY, BWA, TWLVR, Metals Acquisition Corp Ii, Ampercap Acquisition, LEU.
- Reduced shares in these 10 stocks: FIX (-$43M), MELI (-$40M), ADBE (-$39M), AMT (-$26M), GOOG (-$26M), VIK (-$22M), MS (-$19M), GOOGL (-$13M), AAPL (-$8.5M), UNH (-$6.6M).
- Sold out of its positions in AUR, BAM, CE, Dupont De Nemours, EMN, FDX, GIS, ETH, Hologic, Honeywell International. FXI, KR, OKE, XOP, SOUN, ALF, KCAC.U, Legato Merger Corp Iii, MTAL.U, PNR, TWLVU, WTM.
- Evercore Wealth Management was a net buyer of stock by $53M.
- Evercore Wealth Management has $7.1B in assets under management (AUM), dropping by 11.14%.
- Central Index Key (CIK): 0001482689
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Portfolio Holdings for Evercore Wealth Management
Evercore Wealth Management holds 433 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.1 | $431M | 2.2M | 200.09 |
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| Apple (AAPL) | 6.0 | $427M | 1.5M | 289.36 |
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| Microsoft Corporation (MSFT) | 4.1 | $292M | 784k | 373.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $288M | -8% | 815k | 353.33 |
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| Amazon (AMZN) | 3.8 | $266M | 1.1M | 238.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $242M | -5% | 678k | 357.37 |
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| Morgan Stanley Com New (MS) | 3.2 | $228M | -7% | 1.1M | 209.04 |
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| Comfort Systems USA (FIX) | 3.2 | $223M | -16% | 112k | 1981.95 |
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| Mastercard Incorporated Cl A (MA) | 2.8 | $200M | 390k | 513.60 |
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| Williams Companies (WMB) | 2.5 | $175M | 2.3M | 74.34 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $170M | -2% | 520k | 327.33 |
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| AutoZone (AZO) | 2.3 | $165M | 52k | 3195.94 |
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| Blackstone Group Inc Com Cl A (BX) | 2.2 | $159M | 1.3M | 117.67 |
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| Viking Holdings Ord Shs (VIK) | 2.2 | $153M | -12% | 1.5M | 104.67 |
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| Home Depot (HD) | 2.1 | $151M | 429k | 352.68 |
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| Chubb (CB) | 2.0 | $142M | 416k | 340.74 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $133M | 265k | 501.36 |
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| Cbre Group Cl A (CBRE) | 1.9 | $132M | 983k | 134.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $126M | -2% | 252k | 500.39 |
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| Generac Holdings (GNRC) | 1.5 | $109M | -4% | 371k | 292.81 |
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| Sharkninja Com Shs (SN) | 1.5 | $108M | +5% | 707k | 152.27 |
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| Blackrock (BLK) | 1.4 | $102M | 106k | 961.56 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $100M | +16% | 146k | 686.81 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 1.4 | $100M | 1.0M | 96.32 |
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| Amphenol Corp Cl A (APH) | 1.4 | $98M | +897% | 557k | 176.32 |
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| Costco Wholesale Corporation (COST) | 1.3 | $93M | 100k | 935.47 |
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| Broadcom (AVGO) | 1.3 | $93M | +672% | 246k | 377.75 |
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| Uber Technologies (UBER) | 1.2 | $88M | +5% | 1.2M | 72.16 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $87M | 116k | 746.77 |
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| Spotify Technology S A SHS (SPOT) | 1.1 | $77M | +11% | 168k | 459.13 |
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| EOG Resources (EOG) | 1.1 | $76M | +6% | 584k | 129.73 |
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| Crocs (CROX) | 1.0 | $72M | -6% | 595k | 120.64 |
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| Builders FirstSource (BLDR) | 1.0 | $69M | -4% | 769k | 89.48 |
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| Progressive Corporation (PGR) | 1.0 | $67M | -2% | 309k | 218.45 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $62M | +22% | 735k | 83.75 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $61M | 81k | 748.89 |
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| Servicenow (NOW) | 0.8 | $59M | +11611% | 589k | 99.28 |
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| Ares Capital Corporation (ARCC) | 0.8 | $56M | -3% | 3.0M | 18.53 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.8 | $54M | 311k | 173.52 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $47M | 628k | 75.51 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.6 | $45M | +13% | 884k | 50.49 |
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| TJX Companies (TJX) | 0.6 | $39M | -4% | 259k | 151.50 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $35M | +10% | 438k | 79.42 |
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| Johnson & Johnson (JNJ) | 0.5 | $33M | -2% | 130k | 253.97 |
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| Sherwin-Williams Company (SHW) | 0.5 | $32M | -3% | 93k | 344.32 |
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| Eli Lilly & Co. (LLY) | 0.4 | $31M | -4% | 26k | 1199.43 |
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| American Tower Reit (AMT) | 0.4 | $30M | -46% | 186k | 163.57 |
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| Casey's General Stores (CASY) | 0.4 | $30M | NEW | 38k | 794.78 |
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| UnitedHealth (UNH) | 0.4 | $29M | -18% | 69k | 415.63 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $29M | +285% | 230k | 124.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $26M | -2% | 70k | 368.38 |
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| Chevron Corporation (CVX) | 0.3 | $24M | 143k | 165.76 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $21M | +22% | 294k | 71.25 |
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| Abbvie (ABBV) | 0.3 | $20M | -2% | 80k | 251.64 |
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| Cisco Systems (CSCO) | 0.3 | $20M | -2% | 170k | 117.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $19M | 182k | 103.88 |
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| International Business Machines (IBM) | 0.2 | $17M | -3% | 61k | 281.21 |
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| Applied Materials (AMAT) | 0.2 | $16M | -3% | 23k | 723.00 |
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| Nextera Energy (NEE) | 0.2 | $16M | 176k | 87.77 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $15M | +21% | 71k | 212.77 |
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| Tesla Motors (TSLA) | 0.2 | $13M | -13% | 31k | 420.60 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $13M | +2% | 215k | 59.69 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $13M | -2% | 31k | 409.50 |
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| Jabil Circuit (JBL) | 0.2 | $12M | -3% | 32k | 385.48 |
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| Automatic Data Processing (ADP) | 0.2 | $12M | 55k | 223.95 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $12M | 136k | 88.54 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $12M | +6% | 63k | 190.52 |
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| Merck & Co (MRK) | 0.2 | $12M | 91k | 128.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $12M | 39k | 300.45 |
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| Visa Com Cl A (V) | 0.2 | $12M | 34k | 343.09 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $12M | +2% | 149k | 77.11 |
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| Pepsi (PEP) | 0.2 | $11M | 83k | 135.40 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $11M | -6% | 37k | 298.07 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $11M | 15k | 703.32 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $10M | 55k | 189.73 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $10M | 76k | 136.72 |
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| Coca-Cola Company (KO) | 0.1 | $10M | -6% | 126k | 81.27 |
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| Roper Industries (ROP) | 0.1 | $10M | -16% | 30k | 338.39 |
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| McKesson Corporation (MCK) | 0.1 | $10M | -5% | 13k | 755.60 |
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| Stryker Corporation (SYK) | 0.1 | $9.3M | 30k | 314.84 |
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| Caterpillar (CAT) | 0.1 | $9.1M | -3% | 8.6k | 1064.90 |
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| Procter & Gamble Company (PG) | 0.1 | $8.9M | 61k | 146.64 |
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| Wal-Mart Stores (WMT) | 0.1 | $8.7M | 77k | 113.26 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $8.6M | +15% | 152k | 56.33 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $8.2M | 11.00 | 748850.00 |
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| Oracle Corporation (ORCL) | 0.1 | $8.2M | -6% | 56k | 146.55 |
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| Enterprise Products Partners (EPD) | 0.1 | $8.1M | 220k | 36.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $7.5M | 55k | 137.53 |
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| McDonald's Corporation (MCD) | 0.1 | $7.4M | -21% | 28k | 270.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $7.2M | 9.8k | 736.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $7.0M | 19k | 370.05 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $7.0M | 23k | 303.12 |
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| Lowe's Companies (LOW) | 0.1 | $7.0M | 32k | 220.49 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $6.7M | 42k | 158.66 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $6.6M | -45% | 53k | 124.44 |
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| Amgen (AMGN) | 0.1 | $6.1M | -5% | 17k | 362.12 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.1 | $6.0M | +26% | 67k | 90.79 |
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| Ecolab (ECL) | 0.1 | $5.8M | 21k | 278.61 |
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| MercadoLibre (MELI) | 0.1 | $5.5M | -87% | 3.3k | 1697.39 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $5.5M | +9% | 166k | 33.29 |
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| Illinois Tool Works (ITW) | 0.1 | $5.4M | -6% | 20k | 270.47 |
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| Abbott Laboratories (ABT) | 0.1 | $5.4M | -32% | 59k | 90.74 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $5.3M | +506% | 62k | 86.14 |
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| Cloudflare Cl A Com (NET) | 0.1 | $5.2M | -16% | 21k | 245.28 |
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| Union Pacific Corporation (UNP) | 0.1 | $5.2M | -3% | 19k | 272.00 |
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| Goldman Sachs (GS) | 0.1 | $5.0M | -4% | 5.0k | 1011.37 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $5.0M | 34k | 148.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $5.0M | +300% | 62k | 80.57 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $4.8M | 14k | 343.91 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $4.8M | 36k | 131.43 |
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| Philip Morris International (PM) | 0.1 | $4.5M | 25k | 180.91 |
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| Intel Corporation (INTC) | 0.1 | $4.3M | -6% | 31k | 139.63 |
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| Emerson Electric (EMR) | 0.1 | $4.3M | 30k | 143.15 |
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| American Express Company (AXP) | 0.1 | $4.3M | 13k | 338.25 |
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| Ge Vernova (GEV) | 0.1 | $4.2M | +2% | 3.6k | 1174.86 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.1M | 42k | 98.98 |
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| Danaher Corporation (DHR) | 0.1 | $4.1M | 22k | 190.48 |
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| Ge Aerospace Com New (GE) | 0.1 | $4.0M | +4% | 11k | 373.73 |
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| Corning Incorporated (GLW) | 0.1 | $4.0M | 16k | 255.43 |
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| salesforce (CRM) | 0.1 | $3.9M | 25k | 156.66 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $3.8M | 72k | 53.61 |
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| O'reilly Automotive (ORLY) | 0.1 | $3.8M | 41k | 92.09 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.8M | 17k | 227.06 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $3.7M | 32k | 116.67 |
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| Micron Technology (MU) | 0.1 | $3.6M | -13% | 3.1k | 1154.29 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.6M | -2% | 6.1k | 580.91 |
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| Meta Platforms Cl A (META) | 0.1 | $3.5M | 6.3k | 563.28 |
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| Qualcomm (QCOM) | 0.0 | $3.4M | 18k | 184.79 |
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| Travelers Companies (TRV) | 0.0 | $3.3M | -2% | 10k | 330.12 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $3.3M | +88% | 63k | 53.11 |
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| Walt Disney Company (DIS) | 0.0 | $3.3M | -2% | 35k | 96.25 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $3.3M | 30k | 110.32 |
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| Wells Fargo & Company (WFC) | 0.0 | $3.2M | 38k | 82.64 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $3.1M | 26k | 119.33 |
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| AFLAC Incorporated (AFL) | 0.0 | $3.1M | 26k | 117.25 |
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| Church & Dwight (CHD) | 0.0 | $3.1M | 32k | 96.88 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $3.0M | 24k | 126.58 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $3.0M | +700% | 25k | 119.52 |
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| Mettler-Toledo International (MTD) | 0.0 | $2.9M | +4% | 2.3k | 1277.51 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.9M | 12k | 236.63 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $2.7M | -93% | 13k | 205.02 |
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| IDEXX Laboratories (IDXX) | 0.0 | $2.7M | +4% | 5.2k | 526.44 |
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| Bank of America Corporation (BAC) | 0.0 | $2.7M | 47k | 56.98 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $2.6M | 14k | 185.23 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $2.6M | 22k | 117.28 |
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| Centerspace (CSR) | 0.0 | $2.6M | 46k | 56.19 |
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| Netflix (NFLX) | 0.0 | $2.5M | 36k | 71.40 |
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| RPM International (RPM) | 0.0 | $2.5M | 23k | 111.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.5M | 10k | 242.43 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $2.5M | -3% | 2.5k | 978.12 |
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| Boeing Company (BA) | 0.0 | $2.4M | 11k | 216.47 |
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| Dell Technologies CL C (DELL) | 0.0 | $2.3M | -12% | 5.4k | 431.46 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.3M | +3% | 15k | 156.95 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $2.3M | 4.5k | 509.46 |
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| Starbucks Corporation (SBUX) | 0.0 | $2.3M | -2% | 22k | 102.19 |
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| Pfizer (PFE) | 0.0 | $2.2M | -8% | 93k | 24.08 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $2.2M | 14k | 156.30 |
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| Centrus Energy Corp Cl A (LEU) | 0.0 | $2.2M | NEW | 13k | 167.87 |
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| Colgate-Palmolive Company (CL) | 0.0 | $2.2M | 24k | 91.68 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $2.1M | 4.9k | 433.33 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.1M | 5.8k | 365.87 |
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| Intercontinental Exchange (ICE) | 0.0 | $2.1M | 17k | 123.11 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $2.1M | 20k | 107.13 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.1M | 22k | 96.58 |
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| Marriott Intl Cl A (MAR) | 0.0 | $2.1M | 5.6k | 370.59 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $2.1M | 13k | 154.30 |
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| Voyager Technologies Com Cl A (VOYG) | 0.0 | $2.1M | 64k | 32.25 |
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| Medtronic SHS (MDT) | 0.0 | $2.0M | 26k | 78.23 |
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| Kla Corp Com New (KLAC) | 0.0 | $2.0M | +888% | 6.7k | 301.71 |
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| Analog Devices (ADI) | 0.0 | $2.0M | 5.1k | 397.15 |
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| Solaris Energy Infras Com Cl A (SEI) | 0.0 | $2.0M | 25k | 80.46 |
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| Yum! Brands (YUM) | 0.0 | $2.0M | -2% | 13k | 159.86 |
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| Target Corporation (TGT) | 0.0 | $2.0M | 15k | 130.61 |
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| 3M Company (MMM) | 0.0 | $2.0M | 12k | 161.91 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.9M | 36k | 54.63 |
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| Phillips 66 (PSX) | 0.0 | $1.9M | -4% | 12k | 169.05 |
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| Carrier Global Corporation (CARR) | 0.0 | $1.9M | 26k | 73.35 |
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| PNC Financial Services (PNC) | 0.0 | $1.9M | 7.9k | 246.22 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.9M | 23k | 82.84 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $1.9M | 6.7k | 281.03 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $1.9M | +24% | 23k | 83.07 |
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| Honeywell International (HON) | 0.0 | $1.9M | NEW | 8.3k | 224.35 |
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| SYSCO Corporation (SYY) | 0.0 | $1.9M | +2% | 22k | 83.57 |
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| Honeywell Aerospace (HONA) | 0.0 | $1.8M | NEW | 8.3k | 221.08 |
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| Acuity Brands (AYI) | 0.0 | $1.8M | 4.9k | 376.66 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.8M | 4.2k | 426.41 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $1.8M | +14% | 35k | 50.83 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $1.7M | 31k | 55.77 |
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| Kinder Morgan (KMI) | 0.0 | $1.7M | 53k | 31.97 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 0.0 | $1.7M | 6.0k | 283.79 |
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| Sonoco Products Company (SON) | 0.0 | $1.7M | 29k | 56.35 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.6M | +447% | 59k | 27.41 |
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| Waste Management (WM) | 0.0 | $1.6M | 7.0k | 222.88 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $1.5M | 21k | 71.60 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | 16k | 92.27 |
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| Equinix (EQIX) | 0.0 | $1.5M | 1.4k | 1042.39 |
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| Dover Corporation (DOV) | 0.0 | $1.5M | 6.6k | 224.28 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.4M | +3% | 3.3k | 426.12 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.4M | 6.3k | 219.21 |
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| Aptar (ATR) | 0.0 | $1.4M | +4% | 11k | 125.20 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $1.4M | +2% | 13k | 107.50 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.4M | +10% | 20k | 68.41 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $1.3M | 18k | 75.77 |
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| Us Bancorp Com New (USB) | 0.0 | $1.3M | -5% | 22k | 60.40 |
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| Gilead Sciences (GILD) | 0.0 | $1.3M | -2% | 10k | 126.33 |
|
| L3harris Technologies (LHX) | 0.0 | $1.3M | -4% | 4.4k | 290.59 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.3M | 37k | 33.84 |
|
|
| Perimeter Solutions Common Stock (PRM) | 0.0 | $1.2M | 35k | 35.65 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $1.2M | -2% | 7.6k | 163.31 |
|
| Enbridge (ENB) | 0.0 | $1.2M | 23k | 54.21 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.2M | 7.2k | 169.88 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.2M | 21k | 57.62 |
|
|
| S&p Global (SPGI) | 0.0 | $1.2M | 3.0k | 407.26 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $1.2M | +104% | 50k | 23.71 |
|
| Deere & Company (DE) | 0.0 | $1.2M | 1.8k | 634.33 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $1.1M | -14% | 6.8k | 166.67 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.1M | 3.2k | 354.24 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $1.1M | 8.8k | 126.00 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $1.1M | +2% | 3.2k | 341.02 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.1M | -7% | 19k | 57.84 |
|
| ConocoPhillips (COP) | 0.0 | $1.1M | 10k | 103.96 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $1.1M | 7.0k | 151.33 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.0M | 19k | 53.47 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.0M | 2.1k | 496.73 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $1.0M | 2.3k | 437.64 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $965k | 9.5k | 101.65 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $921k | 25k | 36.84 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $904k | 17k | 53.19 |
|
|
| Linde SHS (LIN) | 0.0 | $900k | 1.7k | 518.94 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $894k | 1.7k | 522.39 |
|
|
| Nike CL B (NKE) | 0.0 | $883k | -43% | 22k | 41.05 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $859k | -3% | 7.8k | 109.77 |
|
| Woodward Governor Company (WWD) | 0.0 | $851k | 2.0k | 425.44 |
|
|
| Consolidated Edison (ED) | 0.0 | $848k | -5% | 7.7k | 110.63 |
|
| Southern Company (SO) | 0.0 | $844k | 8.8k | 95.71 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $836k | 16k | 54.03 |
|
|
| Cummins (CMI) | 0.0 | $833k | 1.2k | 713.21 |
|
|
| Steris Shs Usd (STE) | 0.0 | $831k | +6% | 3.9k | 210.57 |
|
| United Rentals (URI) | 0.0 | $830k | 733.00 | 1132.89 |
|
|
| Booking Holdings (BKNG) | 0.0 | $811k | +2400% | 4.6k | 178.24 |
|
| Golub Capital BDC (GBDC) | 0.0 | $809k | 63k | 12.88 |
|
|
| Altria (MO) | 0.0 | $796k | 11k | 71.95 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $795k | 3.5k | 229.57 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $786k | 8.0k | 98.25 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $784k | 1.3k | 623.54 |
|
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $777k | 45k | 17.10 |
|
|
| Rockwell Automation (ROK) | 0.0 | $774k | 1.6k | 495.08 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $768k | 5.3k | 144.61 |
|
|
| Verizon Communications (VZ) | 0.0 | $760k | -5% | 18k | 42.34 |
|
| Paychex (PAYX) | 0.0 | $742k | -10% | 7.5k | 98.33 |
|
| D.R. Horton (DHI) | 0.0 | $737k | 4.5k | 162.88 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $730k | 3.3k | 221.20 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $730k | 5.9k | 124.42 |
|
|
| Cdw (CDW) | 0.0 | $727k | -53% | 5.2k | 140.64 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $723k | 2.8k | 255.67 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $696k | -17% | 9.7k | 71.86 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $693k | -2% | 3.4k | 201.61 |
|
| AmerisourceBergen (COR) | 0.0 | $683k | 2.4k | 282.98 |
|
|
| Capital One Financial (COF) | 0.0 | $675k | +42% | 3.4k | 200.62 |
|
| Moody's Corporation (MCO) | 0.0 | $674k | 1.5k | 452.92 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $648k | 2.0k | 316.90 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $646k | 1.3k | 491.16 |
|
|
| W.W. Grainger (GWW) | 0.0 | $644k | 473.00 | 1360.40 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $640k | -39% | 15k | 42.59 |
|
| Edison International (EIX) | 0.0 | $634k | -9% | 8.5k | 74.45 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.0 | $632k | 4.0k | 158.25 |
|
|
| Bioharvest Sciences Com New (BHST) | 0.0 | $619k | +55% | 216k | 2.86 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $618k | -2% | 1.5k | 415.29 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $609k | -13% | 6.1k | 100.28 |
|
| Citigroup Com New (C) | 0.0 | $606k | 4.3k | 139.96 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $604k | 2.8k | 217.93 |
|
|
| State Street Corporation (STT) | 0.0 | $601k | 3.5k | 169.60 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $598k | 12k | 49.98 |
|
|
| Tapestry (TPR) | 0.0 | $586k | 4.0k | 146.38 |
|
|
| CSX Corporation (CSX) | 0.0 | $584k | -13% | 12k | 47.53 |
|
| Wabtec Corporation (WAB) | 0.0 | $584k | -2% | 2.2k | 269.60 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $561k | -28% | 23k | 24.55 |
|
| Digital Realty Trust (DLR) | 0.0 | $558k | +2% | 3.1k | 179.58 |
|
| American Water Works (AWK) | 0.0 | $555k | 4.2k | 131.58 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $545k | +2% | 11k | 49.82 |
|
| Msci (MSCI) | 0.0 | $543k | 969.00 | 560.04 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $541k | 50k | 10.87 |
|
|
| Best Buy (BBY) | 0.0 | $537k | 7.1k | 75.88 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $535k | 928.00 | 576.70 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $520k | 5.4k | 96.43 |
|
|
| Golar Lng SHS (GLNG) | 0.0 | $498k | NEW | 10k | 49.84 |
|
| Norfolk Southern (NSC) | 0.0 | $494k | -5% | 1.6k | 314.59 |
|
| Cme (CME) | 0.0 | $477k | 2.2k | 220.83 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $467k | -7% | 5.9k | 79.22 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $466k | -3% | 3.2k | 146.11 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $458k | 4.4k | 104.93 |
|
|
| Biogen Idec (BIIB) | 0.0 | $456k | 2.1k | 216.06 |
|
|
| Allstate Corporation (ALL) | 0.0 | $456k | 1.9k | 237.94 |
|
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.0 | $452k | 10k | 44.36 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $446k | -2% | 2.7k | 167.73 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $445k | NEW | 20k | 22.26 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $444k | 1.8k | 242.99 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $435k | +18% | 6.2k | 70.65 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $433k | 8.6k | 50.42 |
|
|
| Blackstone Digital Infrastru Common Stock | 0.0 | $433k | NEW | 20k | 21.63 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $432k | 1.8k | 246.21 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $431k | 1.5k | 293.18 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $424k | 1.7k | 255.88 |
|
|
| Quanta Services (PWR) | 0.0 | $423k | 587.00 | 720.03 |
|
|
| Invesco Exchange Traded Fd T Next Gen Con Etf (KNCT) | 0.0 | $422k | 2.0k | 210.93 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $417k | -12% | 5.5k | 76.42 |
|
| AutoNation (AN) | 0.0 | $413k | 2.2k | 185.79 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $408k | -20% | 2.8k | 146.41 |
|
| Ameren Corporation (AEE) | 0.0 | $407k | 3.6k | 113.04 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $407k | 799.00 | 509.31 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $406k | 2.3k | 179.53 |
|
|
| Markel Corporation (MKL) | 0.0 | $397k | 203.00 | 1953.00 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $395k | 5.2k | 75.45 |
|
|
| Republic Services (RSG) | 0.0 | $391k | 1.8k | 213.08 |
|
|
| SLB Com Stk (SLB) | 0.0 | $390k | -5% | 8.4k | 46.49 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $387k | -5% | 972.00 | 397.68 |
|
| Fermi (FRMI) | 0.0 | $385k | +5% | 42k | 9.16 |
|
| Sensient Technologies Corporation (SXT) | 0.0 | $382k | -22% | 3.1k | 123.29 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $375k | 951.00 | 393.96 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $374k | NEW | 2.2k | 170.86 |
|
| Public Storage (PSA) | 0.0 | $374k | 1.2k | 318.41 |
|
|
| Coreweave Com Cl A (CRWV) | 0.0 | $358k | 3.6k | 99.54 |
|
|
| Raymond James Financial (RJF) | 0.0 | $354k | -4% | 2.3k | 152.03 |
|
| Apollo Global Mgmt (APO) | 0.0 | $353k | 3.0k | 118.31 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $346k | -23% | 1.2k | 296.04 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $344k | 6.8k | 50.66 |
|
|
| Cigna Corp (CI) | 0.0 | $339k | -5% | 1.2k | 275.68 |
|
| Entergy Corporation (ETR) | 0.0 | $336k | 2.9k | 114.86 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $335k | -4% | 2.1k | 158.01 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $326k | 6.2k | 52.76 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $317k | +3% | 2.9k | 107.62 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $315k | 8.1k | 38.73 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $313k | 4.0k | 78.27 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $311k | 3.5k | 89.01 |
|
|
| Nucor Corporation (NUE) | 0.0 | $304k | 1.4k | 222.75 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $302k | 2.8k | 109.28 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $295k | 1.0k | 295.01 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $293k | 1.1k | 260.44 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $293k | 2.7k | 109.07 |
|
|
| Synopsys (SNPS) | 0.0 | $288k | 646.00 | 446.07 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $287k | 1.2k | 233.10 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $286k | 4.5k | 62.89 |
|
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.0 | $285k | 6.0k | 47.71 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $285k | 6.3k | 45.52 |
|
|
| Henry Schein (HSIC) | 0.0 | $284k | 3.4k | 83.52 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $279k | 2.1k | 132.52 |
|
|
| Constellation Energy (CEG) | 0.0 | $278k | 1.1k | 248.37 |
|
|
| Columbia Banking System (COLB) | 0.0 | $277k | 8.6k | 32.05 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $276k | 2.9k | 96.46 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $275k | NEW | 3.6k | 76.50 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $274k | 4.4k | 62.05 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $273k | 3.2k | 86.09 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $273k | -38% | 4.8k | 56.48 |
|
| Prologis (PLD) | 0.0 | $273k | 2.0k | 135.47 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $270k | 4.8k | 56.22 |
|
|
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.0 | $267k | 2.5k | 109.05 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $267k | 7.2k | 36.87 |
|
|
| Kenvue (KVUE) | 0.0 | $265k | 14k | 19.11 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $264k | 2.8k | 93.27 |
|
|
| Beta Technologies Com Shs Cl A (BETA) | 0.0 | $263k | NEW | 16k | 16.75 |
|
| Chart Industries (GTLS) | 0.0 | $261k | 1.3k | 208.94 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $260k | 5.2k | 50.23 |
|
|
| Carlisle Companies (CSL) | 0.0 | $254k | 700.00 | 362.75 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $254k | 2.0k | 127.81 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $253k | NEW | 835.00 | 302.70 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $252k | 7.0k | 36.13 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $252k | NEW | 330.00 | 763.14 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $251k | NEW | 5.6k | 45.11 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $251k | 8.5k | 29.43 |
|
|
| Evercore Class A (EVR) | 0.0 | $246k | -58% | 720.00 | 341.44 |
|
| Wiley John & Sons Cl A (WLY) | 0.0 | $246k | NEW | 5.1k | 48.51 |
|
| Acme United Corporation (ACU) | 0.0 | $243k | 5.1k | 47.72 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $242k | 1.3k | 189.62 |
|
|
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $241k | 1.3k | 188.34 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $238k | 2.6k | 90.46 |
|
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $237k | NEW | 1.7k | 135.64 |
|
| Kkr & Co (KKR) | 0.0 | $237k | 2.6k | 91.78 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $236k | 788.00 | 299.01 |
|
|
| International Money Express (IMXI) | 0.0 | $235k | -38% | 16k | 14.45 |
|
| Encore Capital (ECPG) | 0.0 | $233k | NEW | 2.5k | 93.29 |
|
| Tailwind 2.0 Acquisition Cor Ord Shs Cl A (TDWD) | 0.0 | $233k | 23k | 10.04 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $231k | 503.00 | 458.76 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $231k | NEW | 2.4k | 96.12 |
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $230k | 3.4k | 67.63 |
|
|
| BorgWarner (BWA) | 0.0 | $226k | NEW | 3.4k | 66.40 |
|
| Rbc Cad (RY) | 0.0 | $223k | NEW | 1.1k | 206.97 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $222k | -19% | 2.5k | 88.60 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $221k | NEW | 1.7k | 132.83 |
|
| Hubbell (HUBB) | 0.0 | $218k | 417.00 | 523.20 |
|
|
| Anthem (ELV) | 0.0 | $215k | NEW | 556.00 | 386.73 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $212k | 1.5k | 146.19 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $212k | NEW | 3.0k | 70.53 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $212k | -44% | 1.0k | 211.95 |
|
| General American Investors (GAM) | 0.0 | $211k | NEW | 3.3k | 63.75 |
|
| Intuit (INTU) | 0.0 | $211k | -49% | 808.00 | 261.00 |
|
| Gra (GGG) | 0.0 | $209k | 2.8k | 75.61 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $208k | NEW | 2.3k | 89.85 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $207k | 1.8k | 117.45 |
|
|
| Sl Green Realty Corp (SLG) | 0.0 | $206k | NEW | 4.0k | 51.77 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $204k | 1.8k | 114.18 |
|
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.0 | $203k | NEW | 1.9k | 107.82 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $202k | NEW | 800.00 | 252.23 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $201k | NEW | 1.3k | 154.29 |
|
| Smucker J M Com New (SJM) | 0.0 | $200k | NEW | 1.8k | 112.50 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $183k | 39k | 4.73 |
|
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.0 | $183k | 11k | 16.61 |
|
|
| Cartesian Growth Corp Iv Unit 06/08/2031 | 0.0 | $169k | NEW | 17k | 10.00 |
|
| Calisa Acquisition Corp Ord Shs (ALIS) | 0.0 | $168k | 17k | 10.15 |
|
|
| Tribeca Strategic Acquisitio Unit 05/22/2031 | 0.0 | $167k | NEW | 17k | 9.95 |
|
| Kensington Cap Acquisition Unit 99/99/9999 | 0.0 | $166k | NEW | 17k | 10.01 |
|
| Figx Cap Acquisition Corp. Usd Cl A Ord Shs (FIGX) | 0.0 | $163k | 16k | 10.23 |
|
|
| Lionheart Holdings Shs Cl A (CUB) | 0.0 | $163k | 15k | 10.77 |
|
|
| Purecycle Technologies (PCT) | 0.0 | $162k | -80% | 20k | 8.11 |
|
| M3-brigade Acquisition Vi Ord Shs Cl A (MBVI) | 0.0 | $162k | 16k | 10.13 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $161k | 18k | 8.92 |
|
|
| Ampercap Acquisition Unit 05/22/2031 | 0.0 | $139k | NEW | 14k | 10.04 |
|
| Twelve Seas Invt Co Iii Ord Shs Cl A (TWLV) | 0.0 | $136k | NEW | 14k | 9.99 |
|
| Mckinley Acquisition Corp Shs Cl A (MKLY) | 0.0 | $131k | 13k | 10.15 |
|
|
| Snow Rothschild Acquisition Unit 05/22/2031 | 0.0 | $130k | NEW | 13k | 10.01 |
|
| Metals Acquisition Corp Ii Ord Cl A | 0.0 | $128k | NEW | 13k | 10.15 |
|
| Indigo Acquisition Corp Ord Shs (INAC) | 0.0 | $110k | 11k | 10.25 |
|
|
| D Fluidigm Corp Del (LAB) | 0.0 | $103k | 125k | 0.82 |
|
|
| Macrogenics (MGNX) | 0.0 | $81k | 18k | 4.62 |
|
|
| Sable Offshore Corp Com Shs (SOC) | 0.0 | $64k | 21k | 3.08 |
|
|
| Plug Pwr Com New (PLUG) | 0.0 | $54k | 20k | 2.71 |
|
|
| Chegg (CHGG) | 0.0 | $14k | 14k | 1.01 |
|
|
| Calisa Acquisition Corp Right 09/11/2030 (ALISR) | 0.0 | $10k | 17k | 0.61 |
|
|
| Cayson Acquisition Corp Right 99/99/9999 (CAPNR) | 0.0 | $3.1k | 13k | 0.24 |
|
|
| Tailwind 2.0 Acquisition Cor Right 11/07/2030 (TDWDR) | 0.0 | $2.9k | 23k | 0.13 |
|
|
| Mckinley Acquisition Corp Right 07/25/2030 (MKLYR) | 0.0 | $2.5k | 13k | 0.19 |
|
|
| Ib Acquisition Corp Right 09/28/2026 (IBACR) | 0.0 | $2.3k | 20k | 0.12 |
|
|
| Twelve Seas Invt Co Iii Right 11/21/2030 (TWLVR) | 0.0 | $1.8k | NEW | 14k | 0.13 |
|
| Indigo Acquisition Corp Right 04/02/2027 (INACR) | 0.0 | $1.2k | 11k | 0.11 |
|
Past Filings by Evercore Wealth Management
SEC 13F filings are viewable for Evercore Wealth Management going back to 2010
- Evercore Wealth Management 2026 Q2 filed Aug. 14, 2026
- Evercore Wealth Management 2026 Q1 filed May 15, 2026
- Evercore Wealth Management 2025 Q4 filed Feb. 17, 2026
- 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