Evercore Wealth Management
Latest statistics and disclosures from Evercore Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, GOOG, AMZN, and represent 24.23% of Evercore Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPOT (+$73M), VEU (+$16M), SN (+$14M), VOO (+$10M), PGR (+$8.0M), IWB (+$6.2M), VGK (+$5.2M), MELI (+$5.2M), UBER, GLDM.
- Started 19 new stock positions in CE, FCX, TDWD, AZN, OKE, Metals Acquisition Corp Ii, HUBB, VOYG, ALIS, Kensington Cap Acquist Corp. ALISR, PLD, HODL, TDWDR, EMN, ETH, FDX, VLO, SOLS.
- Reduced shares in these 10 stocks: CDW (-$54M), FIX (-$29M), GOOG (-$19M), AAPL (-$18M), JPM (-$16M), SCHW (-$14M), NVDA (-$14M), GOOGL (-$11M), MSFT (-$10M), LLY (-$7.2M).
- Sold out of its positions in T, A, ALNY, ELV, BRBS, BWA, BSX, EXE, EQR, FSLR. JEPQ, MET, RIOT, IOT, EPI, XYL, BIP, ALISU, CGCT, Haymaker Acquisition Corp Iv, ROIV.
- Evercore Wealth Management was a net seller of stock by $-128M.
- Evercore Wealth Management has $6.4B in assets under management (AUM), dropping by -6.81%.
- Central Index Key (CIK): 0001482689
Tip: Access up to 7 years of quarterly data
Positions held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Evercore Wealth Management
Evercore Wealth Management holds 418 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $382M | -4% | 1.5M | 253.79 |
|
| NVIDIA Corporation (NVDA) | 6.0 | $381M | -3% | 2.2M | 174.40 |
|
| Microsoft Corporation (MSFT) | 4.6 | $290M | -3% | 784k | 370.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $255M | -6% | 887k | 286.86 |
|
| Amazon (AMZN) | 3.7 | $234M | 1.1M | 208.27 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $205M | -4% | 714k | 287.56 |
|
| Mastercard Incorporated Cl A (MA) | 3.1 | $196M | 392k | 499.66 |
|
|
| Morgan Stanley Com New (MS) | 3.0 | $194M | -3% | 1.2M | 164.57 |
|
| Comfort Systems USA (FIX) | 2.9 | $185M | -13% | 134k | 1378.99 |
|
| AutoZone (AZO) | 2.7 | $174M | 51k | 3377.78 |
|
|
| Williams Companies (WMB) | 2.7 | $173M | -3% | 2.4M | 72.78 |
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $157M | -9% | 532k | 294.16 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.4 | $155M | +2% | 1.3M | 114.99 |
|
| Home Depot (HD) | 2.2 | $142M | 432k | 328.89 |
|
|
| Chubb (CB) | 2.2 | $137M | -2% | 421k | 325.93 |
|
| Cbre Group Cl A (CBRE) | 2.1 | $134M | 987k | 135.46 |
|
|
| Thermo Fisher Scientific (TMO) | 2.1 | $131M | -2% | 267k | 491.53 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $124M | -3% | 258k | 479.20 |
|
| Viking Holdings Ord Shs (VIK) | 1.9 | $123M | 1.7M | 73.48 |
|
|
| Blackrock (BLK) | 1.6 | $102M | -2% | 106k | 961.71 |
|
| Costco Wholesale Corporation (COST) | 1.6 | $100M | 100k | 996.43 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.5 | $94M | 1.0M | 89.33 |
|
|
| Uber Technologies (UBER) | 1.3 | $83M | +6% | 1.2M | 71.93 |
|
| EOG Resources (EOG) | 1.2 | $79M | 549k | 144.57 |
|
|
| Generac Holdings (GNRC) | 1.2 | $75M | -2% | 386k | 195.33 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $75M | 116k | 650.34 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $75M | +15% | 126k | 597.55 |
|
| Spotify Technology S A SHS (SPOT) | 1.2 | $73M | +31048% | 151k | 484.91 |
|
| Sharkninja Com Shs (SN) | 1.1 | $71M | +24% | 670k | 105.90 |
|
| Builders FirstSource (BLDR) | 1.0 | $66M | -2% | 803k | 82.33 |
|
| Progressive Corporation (PGR) | 1.0 | $63M | +14% | 317k | 198.24 |
|
| American Tower Reit (AMT) | 0.9 | $60M | -3% | 346k | 172.58 |
|
| Ares Capital Corporation (ARCC) | 0.9 | $56M | +6% | 3.1M | 18.02 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $55M | 621k | 88.16 |
|
|
| Crocs (CROX) | 0.8 | $53M | 638k | 83.02 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $52M | 80k | 653.21 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $49M | -3% | 203k | 243.08 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.8 | $49M | +6% | 308k | 158.58 |
|
| MercadoLibre (MELI) | 0.7 | $46M | +12% | 27k | 1729.02 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $45M | +56% | 601k | 75.10 |
|
| TJX Companies (TJX) | 0.7 | $43M | -11% | 272k | 159.70 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.6 | $39M | +9% | 776k | 50.37 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $37M | +11% | 395k | 92.69 |
|
| Johnson & Johnson (JNJ) | 0.5 | $33M | -14% | 133k | 244.44 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $31M | -2% | 72k | 430.29 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $31M | -3% | 96k | 320.55 |
|
| Chevron Corporation (CVX) | 0.5 | $30M | -6% | 145k | 206.90 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $26M | -3% | 60k | 426.40 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $25M | -22% | 27k | 919.77 |
|
| UnitedHealth (UNH) | 0.4 | $23M | -21% | 85k | 270.59 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $19M | -26% | 97k | 198.29 |
|
| Abbvie (ABBV) | 0.3 | $18M | -2% | 82k | 217.49 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $17M | 179k | 97.13 |
|
|
| Nextera Energy (NEE) | 0.3 | $16M | 175k | 92.88 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $15M | +9% | 240k | 64.08 |
|
| International Business Machines (IBM) | 0.2 | $15M | +9% | 63k | 242.39 |
|
| Cisco Systems (CSCO) | 0.2 | $14M | -3% | 175k | 77.59 |
|
| Tesla Motors (TSLA) | 0.2 | $13M | 36k | 371.75 |
|
|
| Pepsi (PEP) | 0.2 | $13M | -9% | 84k | 155.29 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $13M | -7% | 76k | 169.66 |
|
| Roper Industries (ROP) | 0.2 | $13M | -8% | 36k | 353.86 |
|
| McKesson Corporation (MCK) | 0.2 | $12M | 14k | 865.36 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $11M | +46% | 209k | 54.05 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $11M | +13% | 59k | 191.92 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $11M | +123% | 32k | 356.56 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $11M | +87% | 135k | 82.43 |
|
| Automatic Data Processing (ADP) | 0.2 | $11M | 54k | 203.18 |
|
|
| Merck & Co (MRK) | 0.2 | $11M | 92k | 120.29 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $11M | -8% | 35k | 310.79 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $11M | -14% | 55k | 192.90 |
|
| Coca-Cola Company (KO) | 0.2 | $10M | 135k | 76.05 |
|
|
| Visa Com Cl A (V) | 0.2 | $10M | -3% | 34k | 302.24 |
|
| Broadcom (AVGO) | 0.2 | $9.9M | 32k | 309.53 |
|
|
| Stryker Corporation (SYK) | 0.2 | $9.9M | 30k | 328.59 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $9.8M | -4% | 145k | 67.53 |
|
| Wal-Mart Stores (WMT) | 0.2 | $9.7M | 78k | 124.28 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $9.7M | 39k | 248.00 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $9.5M | 15k | 616.76 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $9.0M | -10% | 88k | 102.67 |
|
| Procter & Gamble Company (PG) | 0.1 | $8.9M | -8% | 62k | 144.44 |
|
| Oracle Corporation (ORCL) | 0.1 | $8.8M | -2% | 60k | 147.11 |
|
| Jabil Circuit (JBL) | 0.1 | $8.7M | -8% | 33k | 265.63 |
|
| Enterprise Products Partners (EPD) | 0.1 | $8.3M | 220k | 37.84 |
|
|
| Applied Materials (AMAT) | 0.1 | $8.0M | -2% | 23k | 341.79 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $7.9M | 11.00 | 718140.00 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $7.8M | -7% | 59k | 132.90 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $7.8M | -6% | 40k | 194.14 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $7.5M | 132k | 57.07 |
|
|
| Lowe's Companies (LOW) | 0.1 | $7.5M | 32k | 236.28 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $7.1M | -8% | 56k | 126.35 |
|
| Caterpillar (CAT) | 0.1 | $6.3M | 8.9k | 708.46 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $6.3M | -8% | 43k | 146.61 |
|
| Amgen (AMGN) | 0.1 | $6.3M | 18k | 351.85 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $6.2M | 55k | 113.11 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.0M | 19k | 320.81 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $6.0M | 23k | 261.92 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $5.8M | +23% | 151k | 38.42 |
|
| Illinois Tool Works (ITW) | 0.1 | $5.6M | 21k | 260.29 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $5.5M | +9% | 9.6k | 577.18 |
|
| Ecolab (ECL) | 0.1 | $5.5M | 21k | 266.02 |
|
|
| Cloudflare Cl A Com (NET) | 0.1 | $5.3M | 26k | 206.34 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $5.2M | 36k | 142.85 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $4.8M | 20k | 242.62 |
|
|
| salesforce (CRM) | 0.1 | $4.6M | 25k | 186.67 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $4.5M | -6% | 31k | 146.28 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.5M | 10k | 436.79 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.4M | +13% | 16k | 287.18 |
|
| Goldman Sachs (GS) | 0.1 | $4.4M | 5.2k | 845.99 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.2M | 34k | 124.31 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $4.2M | 14k | 298.85 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $4.2M | +9% | 53k | 79.06 |
|
| Philip Morris International (PM) | 0.1 | $4.1M | -3% | 25k | 165.34 |
|
| Danaher Corporation (DHR) | 0.1 | $4.1M | 22k | 189.60 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.1M | 41k | 99.27 |
|
|
| Emerson Electric (EMR) | 0.1 | $3.9M | -2% | 30k | 131.02 |
|
| American Express Company (AXP) | 0.1 | $3.8M | -8% | 13k | 302.48 |
|
| O'reilly Automotive (ORLY) | 0.1 | $3.8M | 41k | 92.31 |
|
|
| Honeywell International (HON) | 0.1 | $3.7M | -5% | 16k | 226.03 |
|
| Meta Platforms Cl A (META) | 0.1 | $3.6M | 6.3k | 572.11 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $3.5M | -2% | 72k | 49.37 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.5M | 17k | 211.15 |
|
|
| Walt Disney Company (DIS) | 0.1 | $3.4M | -4% | 36k | 96.38 |
|
| Netflix (NFLX) | 0.1 | $3.4M | -2% | 36k | 96.15 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $3.2M | -2% | 24k | 130.94 |
|
| Wells Fargo & Company (WFC) | 0.0 | $3.1M | 39k | 79.61 |
|
|
| Travelers Companies (TRV) | 0.0 | $3.0M | 10k | 291.68 |
|
|
| Ge Vernova (GEV) | 0.0 | $3.0M | 3.5k | 872.90 |
|
|
| Church & Dwight (CHD) | 0.0 | $3.0M | -5% | 32k | 93.32 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.9M | 30k | 97.23 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $2.9M | 10k | 283.77 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $2.9M | 26k | 109.71 |
|
|
| Pfizer (PFE) | 0.0 | $2.9M | -4% | 102k | 28.08 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $2.8M | 5.0k | 561.89 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $2.8M | 4.6k | 604.40 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $2.7M | 2.2k | 1261.20 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $2.7M | 17k | 157.28 |
|
|
| Centerspace (CSR) | 0.0 | $2.6M | 46k | 57.45 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.6M | 12k | 215.07 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $2.5M | 26k | 96.29 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $2.4M | -12% | 22k | 108.98 |
|
| Qualcomm (QCOM) | 0.0 | $2.4M | +3% | 18k | 128.78 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $2.3M | -11% | 2.6k | 895.24 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $2.3M | 14k | 161.73 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $2.3M | -6% | 47k | 48.75 |
|
| RPM International (RPM) | 0.0 | $2.3M | -28% | 23k | 99.40 |
|
| Medtronic SHS (MDT) | 0.0 | $2.2M | 26k | 86.65 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.2M | -2% | 10k | 213.67 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $2.2M | 3.2k | 697.72 |
|
|
| Phillips 66 (PSX) | 0.0 | $2.2M | 12k | 182.18 |
|
|
| Boeing Company (BA) | 0.0 | $2.2M | -5% | 11k | 199.03 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $2.2M | 20k | 110.86 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $2.1M | -2% | 14k | 151.41 |
|
| Corning Incorporated (GLW) | 0.0 | $2.1M | 16k | 135.97 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $2.1M | -7% | 24k | 85.23 |
|
| Starbucks Corporation (SBUX) | 0.0 | $2.1M | -6% | 23k | 89.59 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $2.0M | 33k | 61.26 |
|
|
| Yum! Brands (YUM) | 0.0 | $2.0M | -3% | 13k | 155.48 |
|
| Nike CL B (NKE) | 0.0 | $2.0M | -10% | 38k | 52.82 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.0M | +14% | 14k | 138.32 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.9M | +8% | 21k | 90.53 |
|
| Target Corporation (TGT) | 0.0 | $1.9M | -13% | 15k | 121.20 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.8M | 5.8k | 318.07 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.8M | -2% | 5.6k | 327.07 |
|
| Kinder Morgan (KMI) | 0.0 | $1.8M | 53k | 33.53 |
|
|
| 3M Company (MMM) | 0.0 | $1.8M | 12k | 145.23 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $1.8M | 13k | 132.10 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.8M | 36k | 49.40 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.7M | -15% | 22k | 77.08 |
|
| Analog Devices (ADI) | 0.0 | $1.6M | 5.2k | 318.12 |
|
|
| PNC Financial Services (PNC) | 0.0 | $1.6M | -3% | 7.9k | 208.09 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.6M | +8% | 23k | 69.75 |
|
| Sonoco Products Company (SON) | 0.0 | $1.6M | -15% | 30k | 54.09 |
|
| Waste Management (WM) | 0.0 | $1.6M | 7.0k | 229.79 |
|
|
| L3harris Technologies (LHX) | 0.0 | $1.6M | 4.6k | 345.15 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.6M | 4.2k | 370.69 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.6M | 22k | 71.33 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.6M | -90% | 17k | 93.98 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $1.5M | -12% | 30k | 49.97 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $1.5M | -19% | 18k | 81.98 |
|
| Gilead Sciences (GILD) | 0.0 | $1.5M | -2% | 11k | 139.36 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $1.5M | +62% | 5.9k | 253.98 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.5M | -46% | 26k | 56.31 |
|
| Voyager Technologies Com Cl A (VOYG) | 0.0 | $1.5M | NEW | 64k | 23.39 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.5M | -25% | 11k | 135.72 |
|
| Intel Corporation (INTC) | 0.0 | $1.5M | -8% | 33k | 44.13 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $1.4M | 31k | 45.87 |
|
|
| Solaris Energy Infras Com Cl A (SEI) | 0.0 | $1.4M | 25k | 56.51 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $1.4M | 8.0k | 173.45 |
|
|
| Equinix (EQIX) | 0.0 | $1.4M | 1.4k | 980.24 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $1.4M | +2% | 12k | 118.21 |
|
| Dover Corporation (DOV) | 0.0 | $1.4M | -5% | 6.6k | 208.45 |
|
| Acuity Brands (AYI) | 0.0 | $1.4M | 4.9k | 280.22 |
|
|
| ConocoPhillips (COP) | 0.0 | $1.4M | -13% | 10k | 132.00 |
|
| Cdw (CDW) | 0.0 | $1.3M | -97% | 11k | 121.02 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.3M | -3% | 6.8k | 196.86 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.3M | -3% | 22k | 60.65 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.3M | -40% | 19k | 68.14 |
|
| Aptar (ATR) | 0.0 | $1.3M | 10k | 126.02 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.3M | 6.3k | 203.79 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $1.3M | -6% | 6.3k | 203.43 |
|
| S&p Global (SPGI) | 0.0 | $1.3M | -5% | 3.0k | 425.34 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $1.2M | 18k | 69.71 |
|
|
| Enbridge (ENB) | 0.0 | $1.2M | -4% | 23k | 54.14 |
|
| Micron Technology (MU) | 0.0 | $1.2M | -4% | 3.7k | 337.84 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $1.2M | -17% | 12k | 98.38 |
|
| Us Bancorp Com New (USB) | 0.0 | $1.2M | 23k | 52.01 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.2M | -12% | 20k | 57.64 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.1M | 3.2k | 357.67 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $1.1M | 8.8k | 127.28 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $1.1M | 2.3k | 474.56 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.1M | 3.2k | 343.22 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $1.1M | +175% | 7.0k | 157.23 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.1M | 37k | 29.13 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.1M | 5.0k | 213.66 |
|
|
| Deere & Company (DE) | 0.0 | $1.0M | 1.8k | 563.30 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.0M | 18k | 56.79 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $1.0M | 6.2k | 164.13 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.0M | -37% | 25k | 40.47 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.0M | -4% | 680.00 | 1472.41 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $969k | +6% | 1.3k | 772.64 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $960k | 8.0k | 120.04 |
|
|
| Verizon Communications (VZ) | 0.0 | $951k | -19% | 19k | 50.20 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $937k | 2.1k | 446.54 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $919k | -7% | 32k | 28.71 |
|
| Consolidated Edison (ED) | 0.0 | $918k | 8.1k | 113.18 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $899k | -52% | 17k | 52.85 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $895k | -15% | 7.8k | 115.38 |
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $895k | 45k | 19.69 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $884k | 7.2k | 122.78 |
|
|
| Linde SHS (LIN) | 0.0 | $869k | 1.8k | 495.76 |
|
|
| Southern Company (SO) | 0.0 | $859k | 8.9k | 96.52 |
|
|
| Perimeter Solutions Common Stock (PRM) | 0.0 | $855k | 35k | 24.42 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $849k | 25k | 33.97 |
|
|
| Steris Shs Usd (STE) | 0.0 | $817k | 3.7k | 221.13 |
|
|
| Golub Capital BDC (GBDC) | 0.0 | $795k | +10% | 63k | 12.66 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $793k | 1.7k | 463.19 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $781k | -2% | 8.1k | 96.47 |
|
| Paychex (PAYX) | 0.0 | $780k | -2% | 8.5k | 92.12 |
|
| AmerisourceBergen (COR) | 0.0 | $767k | 2.4k | 314.14 |
|
|
| Booking Holdings (BKNG) | 0.0 | $766k | 182.00 | 4210.32 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $750k | -5% | 3.5k | 216.58 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $735k | 16k | 47.53 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $734k | 3.5k | 209.02 |
|
|
| Altria (MO) | 0.0 | $731k | -16% | 11k | 65.99 |
|
| Woodward Governor Company (WWD) | 0.0 | $716k | -13% | 2.0k | 357.92 |
|
| Intuit (INTU) | 0.0 | $693k | +75% | 1.6k | 432.38 |
|
| Edison International (EIX) | 0.0 | $692k | 9.5k | 73.18 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $691k | 2.8k | 244.18 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $661k | 1.5k | 433.97 |
|
|
| Moody's Corporation (MCO) | 0.0 | $650k | 1.5k | 436.25 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $643k | 5.8k | 111.37 |
|
|
| Cme (CME) | 0.0 | $638k | 2.2k | 295.35 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $630k | 5.3k | 118.63 |
|
|
| Cummins (CMI) | 0.0 | $628k | 1.2k | 538.02 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $626k | -25% | 3.3k | 189.59 |
|
| D.R. Horton (DHI) | 0.0 | $621k | 4.5k | 137.22 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $610k | 9.5k | 64.22 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $608k | 2.0k | 297.23 |
|
|
| Bioharvest Sciences Com New (BHST) | 0.0 | $605k | 140k | 4.34 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $584k | +11% | 25k | 23.69 |
|
| CSX Corporation (CSX) | 0.0 | $584k | 14k | 41.05 |
|
|
| American Water Works (AWK) | 0.0 | $574k | 4.2k | 136.09 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $573k | 2.7k | 210.03 |
|
|
| Tapestry (TPR) | 0.0 | $564k | 4.0k | 141.11 |
|
|
| Rockwell Automation (ROK) | 0.0 | $561k | 1.6k | 358.88 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $555k | 2.2k | 249.91 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $551k | +25% | 50k | 11.06 |
|
| Trane Technologies SHS (TT) | 0.0 | $548k | 1.3k | 416.74 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $548k | 3.0k | 180.21 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $547k | 802.00 | 682.24 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $547k | -11% | 1.5k | 358.79 |
|
| Martin Marietta Materials (MLM) | 0.0 | $546k | 928.00 | 588.68 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $544k | 2.8k | 196.20 |
|
|
| United Rentals (URI) | 0.0 | $541k | 743.00 | 728.56 |
|
|
| Servicenow (NOW) | 0.0 | $526k | -14% | 5.0k | 104.55 |
|
| Msci (MSCI) | 0.0 | $522k | 969.00 | 539.01 |
|
|
| Purecycle Technologies (PCT) | 0.0 | $519k | 100k | 5.19 |
|
|
| W.W. Grainger (GWW) | 0.0 | $516k | 473.00 | 1090.80 |
|
|
| Evercore Class A (EVR) | 0.0 | $513k | 1.7k | 298.51 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $510k | +60% | 4.0k | 127.73 |
|
| Palo Alto Networks (PANW) | 0.0 | $503k | +3% | 3.1k | 160.32 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $502k | 8.2k | 61.35 |
|
|
| Citigroup Com New (C) | 0.0 | $496k | 4.4k | 113.41 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $494k | 12k | 41.27 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $493k | -9% | 11k | 45.97 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $485k | 7.0k | 69.30 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $480k | 5.2k | 91.77 |
|
|
| Norfolk Southern (NSC) | 0.0 | $478k | -12% | 1.7k | 287.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $474k | 1.0k | 460.98 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $474k | 5.3k | 88.70 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $464k | 6.4k | 72.55 |
|
|
| SLB Com Stk (SLB) | 0.0 | $458k | -22% | 8.9k | 51.39 |
|
| State Street Corporation (STT) | 0.0 | $449k | 3.5k | 126.56 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $448k | 3.5k | 128.12 |
|
|
| Best Buy (BBY) | 0.0 | $448k | +3% | 7.0k | 64.20 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $444k | -38% | 7.8k | 56.68 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $439k | 200.00 | 2196.96 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $439k | 8.7k | 50.44 |
|
|
| AutoNation (AN) | 0.0 | $435k | 2.2k | 195.26 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $433k | 3.3k | 130.95 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $432k | 6.2k | 69.42 |
|
|
| Capital One Financial (COF) | 0.0 | $431k | 2.4k | 182.43 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $431k | 1.5k | 290.49 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $429k | 2.3k | 189.75 |
|
|
| International Money Express (IMXI) | 0.0 | $419k | 27k | 15.80 |
|
|
| Ameren Corporation (AEE) | 0.0 | $403k | 3.7k | 109.91 |
|
|
| Republic Services (RSG) | 0.0 | $402k | 1.8k | 219.02 |
|
|
| Allstate Corporation (ALL) | 0.0 | $397k | 1.9k | 207.34 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $397k | 1.8k | 217.25 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $396k | 10k | 38.86 |
|
|
| Markel Corporation (MKL) | 0.0 | $389k | 203.00 | 1914.00 |
|
|
| Biogen Idec (BIIB) | 0.0 | $387k | 2.1k | 183.33 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $382k | 1.7k | 230.89 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $361k | 1.8k | 205.80 |
|
|
| Raymond James Financial (RJF) | 0.0 | $352k | 2.4k | 144.79 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $350k | 1.8k | 195.98 |
|
|
| Cigna Corp (CI) | 0.0 | $347k | +2% | 1.3k | 266.75 |
|
| Sensient Technologies Corporation (SXT) | 0.0 | $346k | 4.0k | 86.44 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $344k | -31% | 4.8k | 71.61 |
|
| Sable Offshore Corp Com Shs (SOC) | 0.0 | $343k | +31% | 21k | 16.52 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $339k | 6.8k | 49.99 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $332k | 3.0k | 111.42 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $330k | 6.3k | 52.76 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $329k | 2.2k | 148.08 |
|
|
| Entergy Corporation (ETR) | 0.0 | $329k | 2.9k | 112.36 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $327k | 4.4k | 75.09 |
|
|
| Quanta Services (PWR) | 0.0 | $322k | -14% | 587.00 | 549.02 |
|
| Public Storage (PSA) | 0.0 | $318k | -45% | 1.2k | 270.97 |
|
| Constellation Energy (CEG) | 0.0 | $312k | +5% | 1.1k | 279.25 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $303k | 2.8k | 109.71 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $303k | 6.2k | 48.93 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $300k | 2.8k | 106.15 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $298k | 951.00 | 313.81 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $298k | 4.4k | 67.57 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $292k | 2.7k | 108.99 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $292k | 3.5k | 83.57 |
|
|
| Spdr Series Trust State Street Spd (XOP) | 0.0 | $288k | -11% | 1.6k | 181.83 |
|
| Zimmer Holdings (ZBH) | 0.0 | $287k | 3.2k | 90.42 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $285k | 2.1k | 135.23 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $281k | NEW | 1.1k | 247.08 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $279k | 3.6k | 77.47 |
|
|
| Invesco Exchange Traded Fd T Next Gen Connect (KNCT) | 0.0 | $277k | 2.0k | 138.56 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $272k | 1.0k | 272.30 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $272k | -24% | 5.2k | 52.26 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $272k | 6.0k | 45.52 |
|
|
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.0 | $271k | 2.5k | 110.41 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $267k | NEW | 4.5k | 58.78 |
|
| Prologis (PLD) | 0.0 | $266k | NEW | 2.0k | 132.18 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $266k | 2.9k | 92.74 |
|
|
| Hologic | 0.0 | $262k | 3.5k | 75.59 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $259k | 4.0k | 64.63 |
|
|
| Chart Industries (GTLS) | 0.0 | $258k | -6% | 1.3k | 206.75 |
|
| Synopsys (SNPS) | 0.0 | $256k | 646.00 | 396.48 |
|
|
| Dupont De Nemours (DD) | 0.0 | $255k | -33% | 5.6k | 45.80 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $254k | +13% | 1.5k | 174.61 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $253k | 5.1k | 49.95 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $252k | NEW | 1.3k | 197.22 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $251k | 7.0k | 35.90 |
|
|
| Henry Schein (HSIC) | 0.0 | $251k | 3.4k | 73.70 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $239k | 2.8k | 84.44 |
|
|
| Kkr & Co (KKR) | 0.0 | $239k | 2.6k | 92.50 |
|
|
| Kenvue (KVUE) | 0.0 | $239k | 14k | 17.24 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $238k | NEW | 3.1k | 76.16 |
|
| Columbia Banking System (COLB) | 0.0 | $237k | 8.6k | 27.43 |
|
|
| Kroger (KR) | 0.0 | $236k | 3.3k | 72.36 |
|
|
| Nucor Corporation (NUE) | 0.0 | $234k | -6% | 1.4k | 169.10 |
|
| Fermi (FRMI) | 0.0 | $234k | +166% | 40k | 5.84 |
|
| Carlisle Companies (CSL) | 0.0 | $234k | 700.00 | 333.62 |
|
|
| Gra (GGG) | 0.0 | $232k | 2.7k | 84.65 |
|
|
| Tailwind 2.0 Acquisition Cor Ord Shs Cl A (TDWD) | 0.0 | $230k | NEW | 23k | 9.92 |
|
| Acme United Corporation (ACU) | 0.0 | $229k | 5.1k | 44.91 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $228k | 5.1k | 44.45 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $227k | 7.3k | 30.96 |
|
|
| Pentair SHS (PNR) | 0.0 | $225k | 2.6k | 87.11 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $224k | 1.2k | 182.33 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $224k | -39% | 503.00 | 444.40 |
|
| FedEx Corporation (FDX) | 0.0 | $219k | NEW | 616.00 | 356.18 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $219k | 8.5k | 25.64 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $218k | -5% | 2.0k | 109.69 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $215k | 788.00 | 272.33 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $214k | NEW | 2.8k | 76.32 |
|
| Edwards Lifesciences (EW) | 0.0 | $213k | 2.7k | 80.08 |
|
|
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $213k | 1.3k | 166.07 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $212k | -52% | 1.8k | 118.62 |
|
| General Mills (GIS) | 0.0 | $211k | -22% | 5.7k | 37.22 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.0 | $211k | NEW | 11k | 19.16 |
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $211k | 3.4k | 61.89 |
|
|
| Celanese Corporation (CE) | 0.0 | $210k | NEW | 3.2k | 65.77 |
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $210k | NEW | 11k | 19.86 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $209k | 1.8k | 118.60 |
|
|
| Hubbell (HUBB) | 0.0 | $209k | NEW | 425.00 | 490.74 |
|
| Oneok (OKE) | 0.0 | $207k | NEW | 2.3k | 90.39 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $205k | 7.0k | 29.08 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $200k | 39k | 5.17 |
|
|
| Kensington Cap Acquist Corp Unit 99/99/9999 | 0.0 | $167k | NEW | 17k | 10.04 |
|
| Centurion Acquisition Corp Shs Cl A (ALF) | 0.0 | $166k | 15k | 10.76 |
|
|
| Calisa Acquisition Corp Ord Shs (ALIS) | 0.0 | $166k | NEW | 17k | 9.98 |
|
| Lionheart Holdings Shs Cl A (CUB) | 0.0 | $163k | 15k | 10.76 |
|
|
| Figx Cap Acquisition Corp. Usd Cl A Ord Shs (FIGX) | 0.0 | $161k | 16k | 10.11 |
|
|
| M3-brigade Acquisition Vi Ord Shs Cl A (MBVI) | 0.0 | $161k | 16k | 10.05 |
|
|
| Legato Merger Corp Iii Ord Shs (LEGT) | 0.0 | $157k | 14k | 10.99 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $149k | 18k | 8.26 |
|
|
| Twelve Seas Invt Co Iii Unit 11/21/2030 (TWLVU) | 0.0 | $136k | 14k | 10.01 |
|
|
| Mckinley Acquisition Corp Shs Cl A (MKLY) | 0.0 | $130k | 13k | 10.03 |
|
|
| Metals Acquisition Corp Ii Unit 99/99/9999 | 0.0 | $127k | NEW | 13k | 10.09 |
|
| D Fluidigm Corp Del (LAB) | 0.0 | $115k | 125k | 0.92 |
|
|
| Indigo Acquisition Corp Ord Shs (INAC) | 0.0 | $109k | 11k | 10.13 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $91k | 13k | 6.87 |
|
|
| Macrogenics (MGNX) | 0.0 | $51k | 18k | 2.89 |
|
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $49k | 12k | 4.12 |
|
|
| Plug Pwr Com New (PLUG) | 0.0 | $45k | 20k | 2.26 |
|
|
| Chegg (CHGG) | 0.0 | $10k | 14k | 0.74 |
|
|
| Calisa Acquisition Corp Right 09/11/2030 (ALISR) | 0.0 | $9.1k | NEW | 17k | 0.55 |
|
| Tailwind 2.0 Acquisition Cor Right 11/07/2030 (TDWDR) | 0.0 | $3.3k | NEW | 23k | 0.14 |
|
| Cayson Acquisition Corp Right 99/99/9999 (CAPNR) | 0.0 | $2.3k | 13k | 0.18 |
|
|
| Ib Acquisition Corp Right 09/28/2026 (IBACR) | 0.0 | $2.2k | 20k | 0.11 |
|
|
| Mckinley Acquisition Corp Right 07/25/2030 (MKLYR) | 0.0 | $1.5k | 13k | 0.12 |
|
|
| Indigo Acquisition Corp Right 04/02/2027 (INACR) | 0.0 | $1.3k | 11k | 0.12 |
|
Past Filings by Evercore Wealth Management
SEC 13F filings are viewable for Evercore Wealth Management going back to 2010
- 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
- Evercore Wealth Management 2022 Q1 filed May 16, 2022