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 |
|---|---|---|---|---|---|---|---|
| DHIHorton D R Inc | COM | 4,361 | $389.0K | <0.1% | – | – | History |
| IMXIInternational Money Express, Inc. | COM | 26,294 | $395.0K | <0.1% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,296 | $400.0K | <0.1% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 1,512 | $401.0K | <0.1% | – | – | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 8,975 | $404.0K | <0.1% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 7,000 | $405.0K | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,347 | $405.0K | <0.1% | – | – | – |
| MUMicron Technology Inc | Stock | 4,683 | $413.0K | <0.1% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,925 | $414.0K | <0.1% | – | – | History |
| CORCencora, Inc. | Stock | 3,590 | $423.0K | <0.1% | – | – | History |
| LRCXLam Research Corp | COM | 715 | $426.0K | <0.1% | – | – | History |
| BSXBoston Scientific Corp | Stock | 11,132 | $431.0K | <0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 11,320 | $436.0K | <0.1% | – | – | – |
| CTVACorteva, Inc. | Stock | 9,535 | $444.0K | <0.1% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 919 | $446.0K | <0.1% | – | – | History |
| TPLTexas Pacific Land Corp | Stock | 282 | $448.0K | <0.1% | – | – | History |
| TELTE Connectivity plc | REG SHS | 3,484 | $450.0K | <0.1% | – | – | History |
| MCOMoodys Corp | Stock | 1,516 | $453.0K | <0.1% | – | – | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,182 | $453.0K | <0.1% | – | – | – |
| WisdomTree Tr97717Y808 | YIELD ENHANCED | 8,879 | $453.0K | <0.1% | – | – | – |
| VRSKVerisk Analytics, Inc. | COM | 2,575 | $455.0K | <0.1% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 7,733 | $457.0K | <0.1% | – | – | History |
| CSXCSX Corp | Stock | 4,745 | $458.0K | <0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 414 | $458.0K | <0.1% | – | – | History |
| INFIInfinity Pharmaceuticals, Inc. | COM | 143,138 | $462.0K | <0.1% | – | – | History |
| DRIDarden Restaurants Inc | COM | 3,280 | $466.0K | <0.1% | – | – | History |
| COWNCowen Inc. | CL A NEW | 13,304 | $468.0K | <0.1% | – | – | History |
| MAINMain Street Capital CORP | CEF | 12,029 | $471.0K | <0.1% | – | – | History |
| MSCIMSCI Inc. | Stock | 1,131 | $474.0K | <0.1% | – | – | History |
| PSXPPhillips 66 Partners LP | COM UNIT REP INT | 15,000 | $475.0K | <0.1% | – | – | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 5,714 | $477.0K | <0.1% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 3,849 | $483.0K | <0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 2,815 | $485.0K | <0.1% | – | – | History |
| Varian Med Sys Inc92220P105 | COM | 2,789 | $492.0K | <0.1% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 3,513 | $495.0K | <0.1% | – | – | History |
| NDSNNordson Corp | COM | 2,500 | $497.0K | <0.1% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,224 | $504.0K | <0.1% | – | – | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 18,036 | $504.0K | <0.1% | – | – | History |
| CNICanadian National Railway Co | Stock | 4,370 | $507.0K | <0.1% | – | – | History |
| PCARPaccar Inc | COM | 5,536 | $514.0K | <0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 1,347 | $516.0K | <0.1% | – | – | History |
| SLBSLB Limited | Stock | 19,130 | $520.0K | <0.1% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 6,680 | $524.0K | <0.1% | – | – | – |
| BKNGBooking Holdings Inc. | Stock | 227 | $529.0K | <0.1% | – | – | History |
| ANAutonation, Inc. | COM | 5,711 | $532.0K | <0.1% | – | – | History |
| NUENucor Corp | COM | 6,667 | $535.0K | <0.1% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,357 | $537.0K | <0.1% | – | – | History |
| FTVFortive Corp | Stock | 7,775 | $549.0K | <0.1% | – | – | History |
| MGNXMacrogenics Inc | COM | 17,543 | $559.0K | <0.1% | – | – | History |
| LINLinde PLC | SHS | 2,001 | $561.0K | <0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 1,621 | $582.0K | <0.1% | – | – | History |
| CICigna Group | Stock | 2,430 | $587.0K | <0.1% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,204 | $592.0K | <0.1% | – | – | – |
| EVREvercore Inc. | CLASS A | 4,511 | $594.0K | <0.1% | – | – | History |
| COPConocoPhillips | Stock | 11,283 | $597.0K | <0.1% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 3,757 | $597.0K | <0.1% | – | – | History |
| WORKSlack Technologies, Inc. | COM CL A | 14,964 | $608.0K | <0.1% | – | – | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 8,985 | $613.0K | <0.1% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 36,190 | $615.0K | <0.1% | – | – | History |
| POLYPlantronics Inc | COM | 16,175 | $629.0K | <0.1% | – | – | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,692 | $633.0K | <0.1% | – | – | – |
| CMECME Group Inc. | COM | 3,122 | $638.0K | <0.1% | – | – | History |
| MARMarriott International Inc | Stock | 4,362 | $646.0K | <0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 7,636 | $646.0K | <0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,957 | $646.0K | <0.1% | – | – | History |
| JEFJefferies Financial Group Inc. | COM | 21,853 | $658.0K | <0.1% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 5,290 | $660.0K | <0.1% | – | – | History |
| APPSDigital Turbine, Inc. | COM NEW | 8,293 | $666.0K | <0.1% | – | – | History |
| MNDTMandiant, Inc. | COM | 35,000 | $685.0K | <0.1% | – | – | History |
| EDConsolidated Edison Inc | Stock | 9,271 | $693.0K | <0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,488 | $700.0K | <0.1% | – | – | History |
| STLSterling Bancorp | COM | 30,600 | $704.0K | <0.1% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,494 | $707.0K | <0.1% | – | – | History |
| STESTERIS plc | SHS USD | 3,714 | $707.0K | <0.1% | – | – | History |
| DOWDow Inc. | Stock | 11,117 | $711.0K | <0.1% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 2,832 | $722.0K | <0.1% | – | – | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 10,000 | $729.0K | <0.1% | – | – | History |
| GISGeneral Mills Inc | Stock | 12,042 | $739.0K | <0.1% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 7,740 | $753.0K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 17,782 | $759.0K | <0.1% | – | – | – |
| CCICrown Castle Inc. | REIT | 4,473 | $770.0K | <0.1% | – | – | History |
| PINSPinterest, Inc. | CL A | 10,448 | $773.0K | <0.1% | – | – | History |
| VRMVroom, Inc. | COM | 19,913 | $776.0K | <0.1% | – | – | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 19,872 | $785.0K | <0.1% | – | – | – |
| BILLBILL Holdings, Inc. | Stock | 5,711 | $831.0K | <0.1% | – | – | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,388 | $835.0K | <0.1% | – | – | – |
| PSAPublic Storage | COM | 3,459 | $854.0K | <0.1% | – | – | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 11,198 | $855.0K | <0.1% | – | – | – |
| GLWCorning Inc | COM | 19,729 | $858.0K | <0.1% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,694 | $876.0K | <0.1% | – | – | – |
| CCitigroup Inc | Stock | 12,148 | $884.0K | <0.1% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,812 | $886.0K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,913 | $897.0K | <0.1% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 6,014 | $902.0K | <0.1% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,586 | $913.0K | <0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,620 | $937.0K | <0.1% | – | – | History |
| HBIHanesbrands Inc. | COM | 47,832 | $941.0K | <0.1% | – | – | History |
| WMWaste Management Inc | Stock | 7,398 | $955.0K | <0.1% | – | – | History |
| AYIAcuity Inc. (DE) | Stock | 5,867 | $968.0K | <0.1% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 17,715 | $972.0K | <0.1% | – | – | History |