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 26.48% of Evercore Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SN (+$60M), VOO (+$15M), ARCC (+$11M), GLDM (+$8.7M), IVV (+$8.2M), VEU (+$6.2M), JAAA, IBIT, XLK, NFLX.
- Started 26 new stock positions in BHST, FSLR, TWLVU, FRMI, JOBY, ALISU, MKLY, JMUB, Q, MKLYR.
- Reduced shares in these 10 stocks: FI (-$31M), NVDA (-$14M), UNH (-$12M), AAPL (-$12M), CROX (-$8.4M), EOG (-$8.1M), PGR (-$7.9M), GOOG (-$7.6M), AMT (-$6.9M), CDW (-$5.9M).
- Sold out of its positions in ADSK, CTAS, STZ, CTVA, D, SKYY, FI, GAM, HUBB, BBJP. BBCA, LH, SLG, FEZ, VGIT, WEX, WLY, NETD, NVT.
- Evercore Wealth Management was a net seller of stock by $-56M.
- Evercore Wealth Management has $6.8B 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 420 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $429M | -2% | 1.6M | 271.86 |
|
| NVIDIA Corporation (NVDA) | 6.2 | $422M | -3% | 2.3M | 186.50 |
|
| Microsoft Corporation (MSFT) | 5.8 | $393M | 812k | 483.62 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 4.4 | $299M | -2% | 953k | 313.80 |
|
| Amazon (AMZN) | 3.9 | $264M | 1.1M | 230.82 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $235M | 751k | 313.00 |
|
|
| Mastercard Incorporated Cl A (MA) | 3.3 | $228M | 399k | 570.88 |
|
|
| Morgan Stanley Com New (MS) | 3.2 | $216M | -2% | 1.2M | 177.53 |
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| Blackstone Group Inc Com Cl A (BX) | 3.0 | $203M | 1.3M | 154.14 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $189M | 587k | 322.22 |
|
|
| AutoZone (AZO) | 2.6 | $176M | 52k | 3391.50 |
|
|
| Cbre Group Cl A (CBRE) | 2.3 | $160M | -2% | 997k | 160.79 |
|
| Thermo Fisher Scientific (TMO) | 2.3 | $159M | 275k | 579.45 |
|
|
| Home Depot (HD) | 2.2 | $152M | 440k | 344.10 |
|
|
| Williams Companies (WMB) | 2.2 | $148M | 2.5M | 60.11 |
|
|
| Comfort Systems USA (FIX) | 2.1 | $145M | -2% | 155k | 933.29 |
|
| Chubb (CB) | 2.0 | $134M | 430k | 312.12 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $134M | 266k | 502.65 |
|
|
| Viking Holdings Ord Shs (VIK) | 1.7 | $118M | 1.7M | 71.41 |
|
|
| Blackrock (BLK) | 1.7 | $116M | 109k | 1070.34 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.3 | $91M | 1.0M | 88.08 |
|
|
| Uber Technologies (UBER) | 1.3 | $89M | 1.1M | 81.71 |
|
|
| Costco Wholesale Corporation (COST) | 1.3 | $87M | 101k | 862.34 |
|
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| Builders FirstSource (BLDR) | 1.2 | $84M | -5% | 819k | 102.89 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $80M | 117k | 681.92 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.1 | $74M | 211k | 349.99 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $68M | +28% | 109k | 627.13 |
|
| Progressive Corporation (PGR) | 0.9 | $63M | -11% | 277k | 227.72 |
|
| American Tower Reit (AMT) | 0.9 | $63M | -9% | 358k | 175.57 |
|
| Cdw (CDW) | 0.9 | $62M | -8% | 458k | 136.20 |
|
| Sharkninja Com Shs (SN) | 0.9 | $60M | NEW | 538k | 111.90 |
|
| Ares Capital Corporation (ARCC) | 0.9 | $59M | +22% | 2.9M | 20.23 |
|
| EOG Resources (EOG) | 0.8 | $58M | -12% | 552k | 105.01 |
|
| Crocs (CROX) | 0.8 | $55M | -13% | 638k | 85.52 |
|
| Generac Holdings (GNRC) | 0.8 | $54M | -2% | 395k | 136.37 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $54M | +18% | 79k | 684.94 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $51M | 626k | 81.17 |
|
|
| MercadoLibre (MELI) | 0.7 | $48M | +2% | 24k | 2014.26 |
|
| TJX Companies (TJX) | 0.7 | $47M | -9% | 306k | 153.61 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.6 | $42M | -2% | 290k | 144.16 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $37M | 35k | 1074.68 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $36M | +15% | 710k | 50.58 |
|
| UnitedHealth (UNH) | 0.5 | $36M | -25% | 108k | 330.11 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $36M | -11% | 133k | 268.30 |
|
| Johnson & Johnson (JNJ) | 0.5 | $32M | -4% | 156k | 206.95 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $32M | 99k | 324.03 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $30M | +40% | 354k | 85.37 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $29M | -2% | 74k | 396.31 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $29M | +5% | 62k | 473.30 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $28M | +27% | 383k | 73.56 |
|
| Chevron Corporation (CVX) | 0.3 | $24M | +6% | 154k | 152.41 |
|
| Abbvie (ABBV) | 0.3 | $19M | 84k | 228.49 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $17M | +3% | 181k | 96.03 |
|
| Roper Industries (ROP) | 0.3 | $17M | -6% | 39k | 445.13 |
|
| International Business Machines (IBM) | 0.3 | $17M | -2% | 58k | 296.21 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $17M | 170k | 99.91 |
|
|
| Tesla Motors (TSLA) | 0.2 | $16M | +20% | 36k | 449.72 |
|
| Automatic Data Processing (ADP) | 0.2 | $14M | 55k | 257.23 |
|
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| Cisco Systems (CSCO) | 0.2 | $14M | +2% | 182k | 77.03 |
|
| Nextera Energy (NEE) | 0.2 | $14M | +3% | 173k | 80.28 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $14M | +4% | 219k | 62.47 |
|
| Pepsi (PEP) | 0.2 | $13M | -4% | 92k | 143.52 |
|
| Abbott Laboratories (ABT) | 0.2 | $12M | -5% | 98k | 125.29 |
|
| Visa Com Cl A (V) | 0.2 | $12M | 35k | 350.71 |
|
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| Oracle Corporation (ORCL) | 0.2 | $12M | 61k | 194.91 |
|
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| Raytheon Technologies Corp (RTX) | 0.2 | $12M | -5% | 64k | 183.40 |
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| McDonald's Corporation (MCD) | 0.2 | $12M | -6% | 38k | 305.63 |
|
| McKesson Corporation (MCK) | 0.2 | $12M | 14k | 820.29 |
|
|
| Broadcom (AVGO) | 0.2 | $11M | 33k | 346.10 |
|
|
| Stryker Corporation (SYK) | 0.2 | $11M | -6% | 30k | 351.47 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $10M | -4% | 152k | 66.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $9.9M | -7% | 52k | 191.56 |
|
| Merck & Co (MRK) | 0.1 | $9.8M | 93k | 105.27 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $9.8M | -2% | 81k | 120.34 |
|
| Procter & Gamble Company (PG) | 0.1 | $9.6M | -2% | 67k | 143.31 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $9.6M | +8% | 39k | 246.16 |
|
| Coca-Cola Company (KO) | 0.1 | $9.4M | 135k | 69.91 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $9.4M | 16k | 603.28 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $9.2M | +83% | 64k | 143.97 |
|
| Wal-Mart Stores (WMT) | 0.1 | $8.8M | 79k | 111.41 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $8.3M | -8% | 11.00 | 754800.00 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $8.3M | 61k | 135.14 |
|
|
| Jabil Circuit (JBL) | 0.1 | $8.2M | 36k | 228.02 |
|
|
| Lowe's Companies (LOW) | 0.1 | $7.8M | 32k | 241.16 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $7.6M | +8% | 142k | 53.76 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $7.4M | -8% | 43k | 173.49 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $7.2M | 47k | 154.80 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $7.0M | 132k | 53.37 |
|
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| Enterprise Products Partners (EPD) | 0.1 | $6.9M | 217k | 32.06 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $6.7M | 55k | 123.26 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $6.7M | 36k | 185.56 |
|
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| salesforce (CRM) | 0.1 | $6.6M | 25k | 264.91 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.3M | +2% | 19k | 335.28 |
|
| Applied Materials (AMAT) | 0.1 | $6.2M | 24k | 256.99 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $6.1M | +309% | 122k | 49.65 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $6.0M | -10% | 72k | 83.61 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $5.9M | 33k | 177.75 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $5.9M | -5% | 23k | 257.95 |
|
| Amgen (AMGN) | 0.1 | $5.9M | 18k | 327.31 |
|
|
| Ecolab (ECL) | 0.1 | $5.5M | 21k | 262.52 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $5.4M | -13% | 8.8k | 614.31 |
|
| Illinois Tool Works (ITW) | 0.1 | $5.3M | 21k | 246.30 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.3M | -10% | 14k | 373.44 |
|
| American Express Company (AXP) | 0.1 | $5.1M | 14k | 369.95 |
|
|
| Caterpillar (CAT) | 0.1 | $5.1M | -7% | 9.0k | 572.87 |
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| Danaher Corporation (DHR) | 0.1 | $5.1M | 22k | 228.92 |
|
|
| Cloudflare Cl A Com (NET) | 0.1 | $5.0M | 26k | 197.15 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $5.0M | 10k | 487.86 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $4.6M | -3% | 20k | 231.32 |
|
| Goldman Sachs (GS) | 0.1 | $4.6M | 5.2k | 879.00 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $4.4M | 14k | 314.80 |
|
|
| Walt Disney Company (DIS) | 0.1 | $4.3M | 38k | 113.77 |
|
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| Philip Morris International (PM) | 0.1 | $4.2M | 26k | 160.40 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $4.2M | 6.3k | 660.06 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.1M | +3% | 41k | 99.88 |
|
| Emerson Electric (EMR) | 0.1 | $4.1M | 31k | 132.72 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.0M | -8% | 34k | 120.18 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $4.0M | 73k | 54.77 |
|
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| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $4.0M | +240% | 48k | 82.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.9M | 14k | 290.22 |
|
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| O'reilly Automotive (ORLY) | 0.1 | $3.8M | -2% | 41k | 91.21 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.6M | 39k | 93.20 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.5M | 17k | 212.07 |
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| Netflix (NFLX) | 0.1 | $3.4M | +729% | 37k | 93.76 |
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| Honeywell International (HON) | 0.0 | $3.4M | 17k | 195.09 |
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| IDEXX Laboratories (IDXX) | 0.0 | $3.4M | 5.0k | 676.53 |
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| RPM International (RPM) | 0.0 | $3.3M | -4% | 32k | 104.00 |
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| Ge Aerospace Com New (GE) | 0.0 | $3.2M | 10k | 308.03 |
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| Centerspace (CSR) | 0.0 | $3.1M | 47k | 66.72 |
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| Travelers Companies (TRV) | 0.0 | $3.1M | 11k | 290.06 |
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| Mettler-Toledo International (MTD) | 0.0 | $3.1M | 2.2k | 1394.19 |
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| Qualcomm (QCOM) | 0.0 | $3.0M | -3% | 18k | 171.05 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $3.0M | +125% | 25k | 119.41 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.9M | 31k | 96.27 |
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| AFLAC Incorporated (AFL) | 0.0 | $2.9M | 27k | 110.27 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $2.9M | 25k | 117.21 |
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| Church & Dwight (CHD) | 0.0 | $2.8M | 34k | 83.85 |
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| Intercontinental Exchange (ICE) | 0.0 | $2.8M | 17k | 161.96 |
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| Bank of America Corporation (BAC) | 0.0 | $2.8M | 51k | 55.00 |
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| Nike CL B (NKE) | 0.0 | $2.7M | -5% | 42k | 63.71 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.7M | 12k | 219.79 |
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| Pfizer (PFE) | 0.0 | $2.7M | +4% | 107k | 24.90 |
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| Carrier Global Corporation (CARR) | 0.0 | $2.6M | -8% | 49k | 52.84 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $2.6M | 2.9k | 878.96 |
|
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| Boeing Company (BA) | 0.0 | $2.5M | 12k | 217.12 |
|
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| Medtronic SHS (MDT) | 0.0 | $2.5M | 26k | 96.06 |
|
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $2.4M | 26k | 93.12 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $2.4M | 3.2k | 753.78 |
|
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $2.4M | NEW | 36k | 65.51 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $2.3M | -13% | 20k | 117.72 |
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| Ge Vernova (GEV) | 0.0 | $2.3M | 3.4k | 653.57 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.2M | -7% | 11k | 210.33 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $2.2M | 25k | 87.35 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $2.2M | 4.6k | 483.68 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $2.2M | -14% | 14k | 155.12 |
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| Starbucks Corporation (SBUX) | 0.0 | $2.1M | -2% | 25k | 84.21 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.1M | -23% | 32k | 64.42 |
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| Colgate-Palmolive Company (CL) | 0.0 | $2.1M | 26k | 79.02 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $2.0M | 15k | 141.14 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.0M | 5.9k | 342.97 |
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| Yum! Brands (YUM) | 0.0 | $2.0M | 13k | 151.28 |
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| 3M Company (MMM) | 0.0 | $2.0M | -3% | 12k | 160.10 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $1.9M | 14k | 139.34 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.8M | +49% | 40k | 45.89 |
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| Marriott Intl Cl A (MAR) | 0.0 | $1.8M | -6% | 5.7k | 310.24 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.8M | 13k | 141.06 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $1.8M | 23k | 77.68 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.8M | 15k | 121.61 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.8M | -3% | 20k | 89.46 |
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| Acuity Brands (AYI) | 0.0 | $1.8M | 4.9k | 360.04 |
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| Target Corporation (TGT) | 0.0 | $1.7M | +47% | 18k | 97.75 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.7M | 36k | 48.11 |
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| PNC Financial Services (PNC) | 0.0 | $1.7M | 8.1k | 208.73 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.6M | +2% | 4.2k | 386.86 |
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| S&p Global (SPGI) | 0.0 | $1.6M | -4% | 3.1k | 522.59 |
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| BorgWarner (BWA) | 0.0 | $1.6M | -12% | 36k | 45.06 |
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| SYSCO Corporation (SYY) | 0.0 | $1.6M | 22k | 73.69 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $1.6M | +75% | 35k | 45.35 |
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| Phillips 66 (PSX) | 0.0 | $1.6M | 12k | 129.04 |
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| Sonoco Products Company (SON) | 0.0 | $1.5M | -12% | 35k | 43.64 |
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| Waste Management (WM) | 0.0 | $1.5M | 7.0k | 219.71 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $1.5M | 7.1k | 217.06 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $1.5M | +132% | 34k | 44.71 |
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| Marsh & McLennan Companies | 0.0 | $1.5M | 8.0k | 185.52 |
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| United Parcel Service CL B (UPS) | 0.0 | $1.5M | -7% | 15k | 99.19 |
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| Kinder Morgan (KMI) | 0.0 | $1.5M | 53k | 27.49 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.4M | 22k | 67.22 |
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| Zoetis Cl A (ZTS) | 0.0 | $1.4M | -9% | 11k | 125.82 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.4M | -4% | 6.7k | 214.16 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $1.4M | 31k | 45.89 |
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| Analog Devices (ADI) | 0.0 | $1.4M | 5.2k | 271.19 |
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| Corning Incorporated (GLW) | 0.0 | $1.4M | -7% | 16k | 87.56 |
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| Dover Corporation (DOV) | 0.0 | $1.4M | 7.0k | 195.24 |
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| Gilead Sciences (GILD) | 0.0 | $1.3M | -19% | 11k | 122.74 |
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| L3harris Technologies (LHX) | 0.0 | $1.3M | 4.6k | 293.57 |
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| Intel Corporation (INTC) | 0.0 | $1.3M | 36k | 36.90 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.3M | 6.3k | 204.85 |
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| Aptar (ATR) | 0.0 | $1.3M | -16% | 10k | 121.96 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.3M | -11% | 23k | 53.83 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $1.2M | -6% | 23k | 53.36 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.2M | 37k | 32.62 |
|
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| Bristol Myers Squibb (BMY) | 0.0 | $1.2M | +5% | 22k | 53.94 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $1.2M | 18k | 66.52 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $1.2M | 8.8k | 132.46 |
|
|
| Solaris Energy Infras Com Cl A (SEI) | 0.0 | $1.1M | 25k | 45.97 |
|
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| Enbridge (ENB) | 0.0 | $1.1M | 24k | 47.83 |
|
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| ConocoPhillips (COP) | 0.0 | $1.1M | 12k | 93.61 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $1.1M | 3.3k | 336.66 |
|
|
| Micron Technology (MU) | 0.0 | $1.1M | +4% | 3.8k | 285.41 |
|
| Equinix (EQIX) | 0.0 | $1.1M | +2% | 1.4k | 766.16 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.0M | -6% | 35k | 29.89 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.0M | 3.2k | 318.51 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $988k | -3% | 18k | 54.71 |
|
| Paychex (PAYX) | 0.0 | $975k | -3% | 8.7k | 112.18 |
|
| Booking Holdings (BKNG) | 0.0 | $975k | 182.00 | 5355.33 |
|
|
| Perimeter Solutions Common Stock (PRM) | 0.0 | $964k | 35k | 27.53 |
|
|
| Verizon Communications (VZ) | 0.0 | $957k | -7% | 24k | 40.73 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $955k | 2.1k | 453.36 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $953k | 3.7k | 258.79 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $944k | 7.2k | 131.03 |
|
|
| Steris Shs Usd (STE) | 0.0 | $937k | 3.7k | 253.52 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $910k | 8.0k | 113.78 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $910k | 1.2k | 771.87 |
|
|
| Servicenow (NOW) | 0.0 | $897k | +388% | 5.9k | 153.19 |
|
| Samsara Com Cl A (IOT) | 0.0 | $894k | 25k | 35.45 |
|
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $873k | -42% | 3.6k | 241.24 |
|
| Kla Corp Com New (KLAC) | 0.0 | $863k | 710.00 | 1215.08 |
|
|
| Purecycle Technologies (PCT) | 0.0 | $859k | +100% | 100k | 8.59 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $855k | -3% | 5.0k | 171.18 |
|
| Deere & Company (DE) | 0.0 | $850k | 1.8k | 465.57 |
|
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $842k | 45k | 18.54 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $837k | 8.3k | 100.89 |
|
|
| AmerisourceBergen (COR) | 0.0 | $824k | 2.4k | 337.75 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $823k | 1.7k | 480.57 |
|
|
| Consolidated Edison (ED) | 0.0 | $821k | 8.3k | 99.32 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $818k | 25k | 32.73 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $799k | -60% | 3.5k | 227.51 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $797k | 4.4k | 181.21 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $791k | 7.0k | 113.10 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $784k | 6.2k | 125.88 |
|
|
| Southern Company (SO) | 0.0 | $776k | -8% | 8.9k | 87.20 |
|
| Golub Capital BDC (GBDC) | 0.0 | $773k | 57k | 13.57 |
|
|
| Moody's Corporation (MCO) | 0.0 | $768k | 1.5k | 510.85 |
|
|
| Altria (MO) | 0.0 | $764k | 13k | 57.66 |
|
|
| Linde SHS (LIN) | 0.0 | $758k | 1.8k | 426.39 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $747k | NEW | 9.1k | 81.65 |
|
| Jefferies Finl Group (JEF) | 0.0 | $741k | -13% | 12k | 61.97 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $735k | -10% | 13k | 57.24 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $726k | 16k | 46.92 |
|
|
| Bioharvest Sciences Com New (BHST) | 0.0 | $724k | NEW | 140k | 5.19 |
|
| Domino's Pizza (DPZ) | 0.0 | $719k | 1.7k | 416.82 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $700k | 2.3k | 302.32 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $685k | 8.3k | 83.00 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $669k | +200% | 2.3k | 287.22 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $662k | 9.5k | 69.76 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $661k | 5.8k | 113.92 |
|
|
| D.R. Horton (DHI) | 0.0 | $651k | 4.5k | 144.03 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $617k | 5.3k | 116.09 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $610k | 3.8k | 160.97 |
|
|
| Rockwell Automation (ROK) | 0.0 | $608k | 1.6k | 389.07 |
|
|
| Intuit (INTU) | 0.0 | $607k | 916.00 | 662.42 |
|
|
| United Rentals (URI) | 0.0 | $601k | -5% | 743.00 | 809.32 |
|
| Cummins (CMI) | 0.0 | $596k | 1.2k | 510.45 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $593k | -4% | 8.7k | 68.11 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $592k | 1.0k | 566.36 |
|
|
| Cme (CME) | 0.0 | $590k | 2.2k | 273.08 |
|
|
| Evercore Class A (EVR) | 0.0 | $585k | 1.7k | 340.25 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $585k | 12k | 49.21 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $584k | 1.5k | 383.32 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $583k | +22% | 22k | 26.33 |
|
| Martin Marietta Materials (MLM) | 0.0 | $578k | 928.00 | 622.66 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $575k | 2.0k | 281.16 |
|
|
| Capital One Financial (COF) | 0.0 | $573k | -39% | 2.4k | 242.36 |
|
| Palo Alto Networks (PANW) | 0.0 | $561k | -19% | 3.0k | 184.20 |
|
| Edison International (EIX) | 0.0 | $559k | 9.3k | 60.02 |
|
|
| Public Storage (PSA) | 0.0 | $557k | 2.1k | 259.58 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $557k | 2.7k | 203.04 |
|
|
| Msci (MSCI) | 0.0 | $556k | 969.00 | 573.73 |
|
|
| Chesapeake Energy Corp (EXE) | 0.0 | $555k | -74% | 5.0k | 110.36 |
|
| American Water Works (AWK) | 0.0 | $551k | 4.2k | 130.50 |
|
|
| Norfolk Southern (NSC) | 0.0 | $547k | 1.9k | 288.72 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $530k | +7% | 2.8k | 190.99 |
|
| CSX Corporation (CSX) | 0.0 | $526k | 15k | 36.25 |
|
|
| Citigroup Com New (C) | 0.0 | $517k | 4.4k | 116.69 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $512k | 1.3k | 389.20 |
|
|
| Tapestry (TPR) | 0.0 | $511k | 4.0k | 127.77 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $506k | 2.3k | 223.69 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $495k | 40k | 12.43 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $493k | 2.5k | 194.07 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $479k | 3.5k | 136.94 |
|
|
| W.W. Grainger (GWW) | 0.0 | $477k | -18% | 473.00 | 1009.05 |
|
| Wabtec Corporation (WAB) | 0.0 | $474k | -4% | 2.2k | 213.45 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $474k | -33% | 7.0k | 67.64 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $473k | 5.3k | 88.49 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $472k | 3.1k | 154.71 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $469k | 1.7k | 283.31 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $466k | 2.9k | 162.63 |
|
|
| AutoNation (AN) | 0.0 | $459k | -6% | 2.2k | 206.48 |
|
| State Street Corporation (STT) | 0.0 | $457k | 3.5k | 129.01 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $457k | 802.00 | 570.21 |
|
|
| Best Buy (BBY) | 0.0 | $450k | 6.7k | 66.93 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $449k | +4% | 5.2k | 85.77 |
|
| SLB Com Stk (SLB) | 0.0 | $444k | 12k | 38.38 |
|
|
| Markel Corporation (MKL) | 0.0 | $436k | 203.00 | 2149.50 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $432k | 3.0k | 144.76 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $431k | 6.4k | 67.39 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $427k | 6.3k | 68.36 |
|
|
| White Mountains Insurance Gp (WTM) | 0.0 | $416k | 200.00 | 2078.03 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $410k | -15% | 837.00 | 490.34 |
|
| Bio-techne Corporation (TECH) | 0.0 | $408k | 6.9k | 58.81 |
|
|
| International Money Express (IMXI) | 0.0 | $407k | -20% | 27k | 15.36 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $403k | 10k | 39.59 |
|
|
| Allstate Corporation (ALL) | 0.0 | $399k | -63% | 1.9k | 208.15 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $396k | -75% | 3.3k | 119.75 |
|
| Webster Financial Corporation (WBS) | 0.0 | $392k | +12% | 6.2k | 62.94 |
|
| Republic Services (RSG) | 0.0 | $391k | 1.8k | 211.93 |
|
|
| Raymond James Financial (RJF) | 0.0 | $390k | 2.4k | 160.59 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $387k | +6% | 1.8k | 211.79 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $386k | 4.4k | 87.42 |
|
|
| Biogen Idec (BIIB) | 0.0 | $377k | 2.1k | 175.99 |
|
|
| Sensient Technologies Corporation (SXT) | 0.0 | $376k | 4.0k | 93.95 |
|
|
| Constellation Energy (CEG) | 0.0 | $375k | 1.1k | 353.27 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $367k | 1.8k | 209.12 |
|
|
| Ameren Corporation (AEE) | 0.0 | $367k | 3.7k | 99.86 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $366k | 1.5k | 247.02 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $350k | 4.4k | 80.37 |
|
|
| Cigna Corp (CI) | 0.0 | $348k | -7% | 1.3k | 275.23 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $343k | NEW | 6.8k | 50.50 |
|
| General Mills (GIS) | 0.0 | $340k | 7.3k | 46.50 |
|
|
| Dupont De Nemours (DD) | 0.0 | $336k | -15% | 8.3k | 40.20 |
|
| Kkr & Co (KKR) | 0.0 | $332k | 2.6k | 127.48 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $319k | 2.2k | 143.50 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $310k | 1.8k | 173.53 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $307k | -39% | 951.00 | 323.01 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $306k | -48% | 3.2k | 95.35 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $305k | 2.8k | 110.25 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $304k | -56% | 2.5k | 121.93 |
|
| Synopsys (SNPS) | 0.0 | $303k | -72% | 646.00 | 469.72 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $303k | +37% | 2.8k | 107.11 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $296k | +2% | 2.7k | 110.19 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $291k | 39k | 7.52 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $291k | 5.0k | 58.12 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $290k | 2.1k | 137.80 |
|
|
| Quanta Services (PWR) | 0.0 | $290k | 687.00 | 422.06 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $289k | 1.3k | 226.14 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $288k | 3.5k | 82.48 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $285k | -5% | 3.2k | 89.92 |
|
| Vulcan Materials Company (VMC) | 0.0 | $285k | 1.0k | 285.22 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $282k | 486.00 | 580.71 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $280k | 6.2k | 45.21 |
|
|
| Chart Industries (GTLS) | 0.0 | $275k | -16% | 1.3k | 206.23 |
|
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.0 | $273k | +19% | 2.5k | 111.60 |
|
| Entergy Corporation (ETR) | 0.0 | $270k | 2.9k | 92.43 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $270k | 2.9k | 94.16 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $269k | 4.0k | 67.30 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $269k | -13% | 5.1k | 52.39 |
|
| Pentair SHS (PNR) | 0.0 | $269k | 2.6k | 104.14 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $268k | 7.0k | 38.29 |
|
|
| Invesco Exchange Traded Fd T Next Gen Connect (KNCT) | 0.0 | $268k | 2.0k | 133.97 |
|
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $258k | 6.0k | 43.25 |
|
|
| Hologic (HOLX) | 0.0 | $258k | 3.5k | 74.49 |
|
|
| Coreweave Com Cl A (CRWV) | 0.0 | $258k | 3.6k | 71.61 |
|
|
| Henry Schein (HSIC) | 0.0 | $257k | 3.4k | 75.58 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $256k | 2.1k | 121.75 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $253k | 20k | 12.67 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $251k | +4% | 5.1k | 49.46 |
|
| Nucor Corporation (NUE) | 0.0 | $242k | 1.5k | 163.11 |
|
|
| Columbia Banking System (COLB) | 0.0 | $242k | 8.6k | 27.95 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $240k | 6.9k | 34.74 |
|
|
| Kenvue (KVUE) | 0.0 | $239k | -25% | 14k | 17.25 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $239k | 600.00 | 397.65 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $238k | NEW | 18k | 13.20 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $229k | 8.5k | 26.91 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $229k | 2.8k | 80.74 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $227k | 788.00 | 287.85 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $227k | 2.7k | 85.25 |
|
|
| Spdr Series Trust State Street Spd (XOP) | 0.0 | $226k | -47% | 1.8k | 126.26 |
|
| Gra (GGG) | 0.0 | $224k | 2.7k | 81.97 |
|
|
| Carlisle Companies (CSL) | 0.0 | $224k | 700.00 | 319.86 |
|
|
| Xylem (XYL) | 0.0 | $223k | 1.6k | 136.18 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $220k | 7.3k | 30.07 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $220k | 1.2k | 178.59 |
|
|
| Roivant Sciences SHS (ROIV) | 0.0 | $217k | 10k | 21.70 |
|
|
| At&t (T) | 0.0 | $216k | NEW | 8.7k | 24.84 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $216k | 3.4k | 63.04 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $210k | 1.8k | 119.35 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $207k | NEW | 4.5k | 46.29 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $206k | NEW | 1.3k | 160.76 |
|
| Acme United Corporation (ACU) | 0.0 | $206k | 5.1k | 40.31 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $205k | -14% | 1.5k | 136.07 |
|
| First Solar (FSLR) | 0.0 | $205k | NEW | 783.00 | 261.23 |
|
| Kroger (KR) | 0.0 | $204k | 3.3k | 62.48 |
|
|
| Anthem (ELV) | 0.0 | $203k | NEW | 579.00 | 350.55 |
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $203k | 3.4k | 59.67 |
|
|
| MetLife (MET) | 0.0 | $203k | 2.6k | 78.94 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $201k | -2% | 7.0k | 28.48 |
|
| Haymaker Acquisition Corp Iv Class A (HYAC) | 0.0 | $191k | 17k | 11.38 |
|
|
| Calisa Acquisition Corp Unit 09/11/2030 (ALISU) | 0.0 | $173k | NEW | 17k | 10.45 |
|
| Centurion Acquisition Corp Shs Cl A (ALF) | 0.0 | $164k | NEW | 15k | 10.65 |
|
| Lionheart Holdings Shs Cl A (CUB) | 0.0 | $161k | NEW | 15k | 10.63 |
|
| Figx Cap Acquisition Corp. Usd Cl A Ord Shs (FIGX) | 0.0 | $160k | NEW | 16k | 10.06 |
|
| D Fluidigm Corp Del (LAB) | 0.0 | $160k | 125k | 1.28 |
|
|
| M3-brigade Acquisition Vi Ord Shs Cl A (MBVI) | 0.0 | $160k | NEW | 16k | 10.00 |
|
| Legato Merger Corp Iii Ord Shs (LEGT) | 0.0 | $156k | 14k | 10.88 |
|
|
| Sable Offshore Corp Com Shs (SOC) | 0.0 | $142k | NEW | 16k | 9.02 |
|
| Twelve Seas Invt Co Iii Unit 11/21/2030 (TWLVU) | 0.0 | $135k | NEW | 14k | 9.95 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $132k | 13k | 9.97 |
|
|
| Mckinley Acquisition Corp Shs Cl A (MKLY) | 0.0 | $129k | NEW | 13k | 9.97 |
|
| Fermi (FRMI) | 0.0 | $120k | NEW | 15k | 8.00 |
|
| Indigo Acquisition Corp Ord Shs (INAC) | 0.0 | $108k | NEW | 11k | 10.03 |
|
| Cartesian Growth Corp Iii Com Cl A (CGCT) | 0.0 | $104k | NEW | 10k | 10.29 |
|
| Blue Ridge Bank (BRBS) | 0.0 | $85k | 20k | 4.27 |
|
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $46k | 12k | 3.84 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $39k | 20k | 1.97 |
|
|
| Macrogenics (MGNX) | 0.0 | $28k | 18k | 1.61 |
|
|
| Chegg (CHGG) | 0.0 | $13k | 14k | 0.93 |
|
|
| Cayson Acquisition Corp Right 99/99/9999 (CAPNR) | 0.0 | $3.0k | NEW | 13k | 0.23 |
|
| Mckinley Acquisition Corp Right 07/25/2030 (MKLYR) | 0.0 | $1.7k | NEW | 13k | 0.13 |
|
| Ib Acquisition Corp Right 03/28/2026 (IBACR) | 0.0 | $1.5k | NEW | 20k | 0.08 |
|
| Indigo Acquisition Corp Right 04/02/2027 (INACR) | 0.0 | $1.4k | NEW | 11k | 0.13 |
|
Past Filings by Evercore Wealth Management
SEC 13F filings are viewable for Evercore Wealth Management going back to 2010
- 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
- Evercore Wealth Management 2021 Q4 filed Feb. 14, 2022