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 |
|---|---|---|---|---|---|---|---|
| Entercom Communications Corp293639100 | CL A | 10,000 | $52.0K | <0.1% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 12,852 | $99.0K | <0.1% | – | – | History |
| OESXOrion Energy Systems, Inc. | COM | 27,913 | $194.0K | <0.1% | – | – | History |
| ALKSAlkermes plc. | SHS | 10,598 | $198.0K | <0.1% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 528 | $200.0K | <0.1% | – | – | History |
| TECHBIO-TECHNE Corp | COM | 526 | $201.0K | <0.1% | – | – | History |
| ACUAcme United Corp | COM | 5,100 | $201.0K | <0.1% | – | – | History |
| EMNEastman Chemical Co | Stock | 1,840 | $203.0K | <0.1% | – | – | History |
| JCIJohnson Controls International plc | Stock | 3,437 | $205.0K | <0.1% | – | – | History |
| WRBBerkley W R Corp | COM | 2,725 | $205.0K | <0.1% | – | – | History |
| KKRKKR & Co. Inc. | COM | 4,181 | $205.0K | <0.1% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 1,653 | $207.0K | <0.1% | – | – | – |
| MORNMorningstar, Inc. | COM | 930 | $209.0K | <0.1% | – | – | History |
| METMetlife Inc | Stock | 3,466 | $211.0K | <0.1% | – | – | History |
| WOLFWolfspeed, Inc. | COM | 2,039 | $220.0K | <0.1% | – | – | History |
| URIUnited Rentals, Inc. | COM | 671 | $221.0K | <0.1% | – | – | History |
| CFCF Industries Holdings, Inc. | COM | 4,897 | $222.0K | <0.1% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,211 | $223.0K | <0.1% | – | – | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 200 | $223.0K | <0.1% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 4,721 | $224.0K | <0.1% | – | – | History |
| NXRTNexPoint Residential Trust, Inc. | COM | 5,000 | $230.0K | <0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 311 | $230.0K | <0.1% | – | – | History |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 14,000 | $233.0K | <0.1% | – | – | History |
| DGDollar General Corp | COM | 1,174 | $238.0K | <0.1% | – | – | History |
| HSICHenry Schein Inc | COM | 3,449 | $239.0K | <0.1% | – | – | History |
| PCRXPacira BioSciences, Inc. | COM | 3,409 | $239.0K | <0.1% | – | – | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3,078 | $244.0K | <0.1% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 1,302 | $245.0K | <0.1% | – | – | History |
| AAgilent Technologies, Inc. | COM | 1,926 | $245.0K | <0.1% | – | – | History |
| XYZBlock, Inc. | CL A | 1,082 | $246.0K | <0.1% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 1,060 | $246.0K | <0.1% | – | – | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 5,743 | $249.0K | <0.1% | – | – | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 22,425 | $251.0K | <0.1% | – | – | History |
| FIVEFive Below, Inc | COM | 1,318 | $252.0K | <0.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 910 | $252.0K | <0.1% | – | – | History |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 1,655 | $253.0K | <0.1% | – | – | History |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 5,020 | $256.0K | <0.1% | – | – | – |
| Cantel Med Corp138098108 | COM | 3,205 | $256.0K | <0.1% | – | – | – |
| KAMNKAMAN Corp | COM | 5,000 | $256.0K | <0.1% | – | – | History |
| VTRSViatris Inc | Stock | 18,489 | $258.0K | <0.1% | – | – | History |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 5,497 | $260.0K | <0.1% | – | – | – |
| RJFRaymond James Financial Inc | COM | 2,119 | $260.0K | <0.1% | – | – | History |
| LUVSouthwest Airlines Co | COM | 4,307 | $263.0K | <0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 1,918 | $265.0K | <0.1% | – | – | History |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 40,925 | $266.0K | <0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 3,209 | $268.0K | <0.1% | – | – | History |
| EVVEaton Vance Ltd Duration Income Fund | COM | 21,225 | $268.0K | <0.1% | – | – | History |
| GBDCGolub Capital BDC, Inc. | COM | 18,452 | $269.0K | <0.1% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,412 | $272.0K | <0.1% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 5,106 | $273.0K | <0.1% | – | – | History |
| KLACKLA Corp | COM NEW | 831 | $275.0K | <0.1% | – | – | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 5,168 | $275.0K | <0.1% | – | – | History |
| GPCGenuine Parts Co | Stock | 2,396 | $277.0K | <0.1% | – | – | History |
| RCIRogers Communications Inc | CL B | 6,000 | $277.0K | <0.1% | – | – | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,071 | $281.0K | <0.1% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,200 | $281.0K | <0.1% | – | – | – |
| GGGGraco Inc | COM | 4,026 | $289.0K | <0.1% | – | – | History |
| TSLXSixth Street Specialty Lending, Inc. | COM | 13,775 | $290.0K | <0.1% | – | – | History |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 8,452 | $291.0K | <0.1% | – | – | – |
| AEEAmeren Corp | COM | 3,600 | $293.0K | <0.1% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,411 | $294.0K | <0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,070 | $295.0K | <0.1% | – | – | – |
| ACHAccendra Health Inc | Stock | 7,873 | $296.0K | <0.1% | – | – | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,364 | $297.0K | <0.1% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 1,033 | $300.0K | <0.1% | – | – | History |
| VRTVertiv Holdings Co | COM CL A | 15,000 | $300.0K | <0.1% | – | – | History |
| CODICompass Diversified Holdings | SH BEN INT | 13,110 | $303.0K | <0.1% | – | – | History |
| CNSTConstellation Pharmaceuticals Inc | COM | 13,171 | $308.0K | <0.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 1,989 | $309.0K | <0.1% | – | – | History |
| HSYHershey Co | COM | 1,955 | $309.0K | <0.1% | – | – | History |
| BXPBXP, Inc. | COM | 3,067 | $311.0K | <0.1% | – | – | History |
| SXTSensient Technologies Corp | COM | 4,000 | $312.0K | <0.1% | – | – | History |
| NTCTNetscout Systems Inc | COM | 11,187 | $315.0K | <0.1% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,072 | $317.0K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,935 | $320.0K | <0.1% | – | – | – |
| RNRRenaissancere Holdings Ltd | COM | 2,006 | $321.0K | <0.1% | – | – | History |
| SRESempra | Stock | 2,426 | $322.0K | <0.1% | – | – | History |
| iShares Tr464288166 | AGENCY BOND ETF | 2,825 | $333.0K | <0.1% | – | – | – |
| TPRTapestry, Inc. | COM | 8,091 | $333.0K | <0.1% | – | – | History |
| WEXWEX Inc. | COM | 1,601 | $335.0K | <0.1% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 839 | $336.0K | <0.1% | – | – | History |
| AVEOAveo Pharmaceuticals, Inc. | COM NEW | 46,327 | $339.0K | <0.1% | – | – | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 6,633 | $346.0K | <0.1% | – | – | History |
| ALLAllstate Corp | Stock | 3,020 | $347.0K | <0.1% | – | – | History |
| WWDWoodward, Inc. | COM | 2,880 | $347.0K | <0.1% | – | – | History |
| Turmeric Acquisition CorpG9127T116 | UNIT 10/08/2025 | 35,000 | $350.0K | <0.1% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,119 | $351.0K | <0.1% | – | – | – |
| PCGPG&E Corp | Stock | 30,041 | $352.0K | <0.1% | – | – | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 8,111 | $361.0K | <0.1% | – | – | – |
| First Rep BK San Francisco C33616C100 | COM | 2,212 | $369.0K | <0.1% | – | – | – |
| SRCLStericycle Inc | COM | 5,495 | $371.0K | <0.1% | – | – | History |
| TWTRTwitter, Inc. | COM | 5,828 | $371.0K | <0.1% | – | – | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,867 | $372.0K | <0.1% | – | – | – |
| COLBColumbia Banking System, Inc. | COM | 8,660 | $373.0K | <0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 750 | $375.0K | <0.1% | – | – | History |
| APOApollo Global Management, Inc. | COM CL A | 8,090 | $381.0K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,698 | $382.0K | <0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,688 | $386.0K | <0.1% | – | – | – |
| CDKCDK Global, Inc. | COM | 7,170 | $388.0K | <0.1% | – | – | History |
| CERNCERNER Corp | COM | 5,400 | $388.0K | <0.1% | – | – | History |