Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 427
- No 13F data for Q4 2020
- Portfolio value
- $5.05B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 2,169,195 | $265.0M | 5.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,010,466 | $238.2M | 4.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 59,912 | $185.4M | 3.7% | – | – | History |
| MAMastercard Inc | Stock | 460,608 | $164.0M | 3.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 335,848 | $153.3M | 3.0% | – | – | History |
| HDHome Depot, Inc. | Stock | 482,102 | $147.2M | 2.9% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 391,526 | $145.7M | 2.9% | – | – | History |
| BXBlackstone Inc. | COM | 1,779,859 | $132.7M | 2.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 57,875 | $119.7M | 2.4% | – | – | History |
| ACNAccenture plc | Stock | 419,764 | $116.0M | 2.3% | – | – | History |
| AMTAmerican Tower Corp | REIT | 463,812 | $110.9M | 2.2% | – | – | History |
| CBRECbre Group, Inc. | CL A | 1,333,096 | $105.5M | 2.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 213,172 | $101.3M | 2.0% | – | – | History |
| MSMorgan Stanley | Stock | 1,291,802 | $100.3M | 2.0% | – | – | History |
| ABTAbbott Laboratories | Stock | 816,627 | $97.9M | 1.9% | – | – | History |
| CECelanese Corp | Stock | 637,284 | $95.5M | 1.9% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 44,900 | $92.6M | 1.8% | – | – | History |
| AZOAutoZone Inc | COM | 65,519 | $92.0M | 1.8% | – | – | History |
| TXNTexas Instruments Inc | Stock | 468,224 | $88.5M | 1.8% | – | – | History |
| DISWalt Disney Co | Stock | 457,826 | $84.5M | 1.7% | – | – | History |
| CDWCDW Corp | COM | 503,863 | $83.5M | 1.7% | – | – | History |
| BLKBlackRock, Inc. | COM | 110,711 | $83.5M | 1.7% | – | – | History |
| ROPRoper Technologies Inc | Stock | 205,313 | $82.8M | 1.6% | – | – | History |
| NKENIKE, Inc. | Stock | 593,338 | $78.8M | 1.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 301,768 | $77.1M | 1.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 503,381 | $76.6M | 1.5% | – | – | History |
| SSNCSS&C Technologies Holdings Inc | COM | 1,090,974 | $76.2M | 1.5% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 308,736 | $70.4M | 1.4% | – | – | History |
| CBChubb Ltd | Stock | 437,458 | $69.1M | 1.4% | – | – | History |
| DPZDominos Pizza Inc | COM | 176,270 | $64.8M | 1.3% | – | – | History |
| BBYBest Buy Co Inc | Stock | 530,555 | $60.9M | 1.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 152,399 | $60.4M | 1.2% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 416,150 | $58.5M | 1.2% | – | – | History |
| ANSSAnsys Inc | COM | 171,539 | $58.2M | 1.2% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 2,218,296 | $52.6M | 1.0% | – | – | History |
| BWABorgwarner Inc | COM | 1,127,142 | $52.3M | 1.0% | – | – | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 452,322 | $51.9M | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 312,660 | $51.4M | 1.0% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 139,838 | $49.3M | 1.0% | – | – | History |
| IPGPIpg Photonics Corp | COM | 218,757 | $46.1M | 0.9% | – | – | History |
| FDXFedEx Corp | Stock | 146,281 | $41.5M | 0.8% | – | – | History |
| WRKWestRock Co | COM | 770,787 | $40.1M | 0.8% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 77,594 | $30.9M | 0.6% | – | – | – |
| SHWSherwin Williams Co | COM | 41,808 | $30.9M | 0.6% | – | – | History |
| IAUiShares Gold Trust | ISHARES | 1,326,140 | $21.6M | 0.4% | – | – | History |
| PEPPepsiCo Inc | Stock | 146,215 | $20.7M | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 367,321 | $19.0M | 0.4% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 74,186 | $18.0M | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 237,054 | $18.0M | 0.4% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 262,855 | $17.1M | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 106,258 | $17.0M | 0.3% | – | – | History |
| TJXTJX Companies Inc | Stock | 250,313 | $16.6M | 0.3% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 33,644 | $16.5M | 0.3% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 43,180 | $15.7M | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 226,452 | $14.5M | 0.3% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 74,014 | $13.9M | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 99,708 | $13.5M | 0.3% | – | – | History |
| CVXChevron Corp | Stock | 120,775 | $12.7M | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 109,975 | $11.9M | 0.2% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 52,597 | $11.8M | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 50,187 | $11.1M | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 59,111 | $11.0M | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 299,807 | $10.9M | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 261,912 | $10.1M | 0.2% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 20,925 | $9.96M | 0.2% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 37,596 | $9.79M | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 126,881 | $9.78M | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 43,865 | $9.67M | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 48,799 | $9.28M | 0.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 68,851 | $9.20M | 0.2% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 174,163 | $9.07M | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 37,269 | $8.35M | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 143,479 | $8.34M | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 162,650 | $7.99M | 0.2% | – | – | – |
| SYKStryker Corp | Stock | 32,782 | $7.99M | 0.2% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 46,460 | $7.90M | 0.2% | – | – | History |
| VVisa Inc. | Stock | 37,218 | $7.88M | 0.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 36,082 | $7.64M | 0.2% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 32,933 | $7.29M | 0.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,389 | $7.26M | 0.1% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 61,858 | $7.22M | 0.1% | – | – | – |
| NETCloudflare, Inc. | CL A COM | 102,326 | $7.19M | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 10,761 | $7.19M | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 28,435 | $7.08M | 0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 32,223 | $6.90M | 0.1% | – | – | – |
| MMM3M Co | Stock | 35,695 | $6.88M | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 49,902 | $6.78M | 0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 60,055 | $6.56M | 0.1% | – | – | History |
| ORCLOracle Corp | Stock | 91,617 | $6.43M | 0.1% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 10,299 | $6.36M | 0.1% | – | – | History |
| DHRDanaher Corp | Stock | 28,216 | $6.35M | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 110,406 | $6.16M | 0.1% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 68,680 | $6.00M | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 113,706 | $5.99M | 0.1% | – | – | History |
| iShares Tr464288182 | MSCI AC ASIA ETF | 63,890 | $5.92M | 0.1% | – | – | – |
| MCKMcKesson Corp | Stock | 30,320 | $5.91M | 0.1% | – | – | History |
| TDGTransDigm Group INC | COM | 10,028 | $5.90M | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 76,159 | $5.88M | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 76,512 | $5.79M | 0.1% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 96,795 | $5.73M | 0.1% | – | – | – |