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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
392
−39 vs. Q1 2022
Portfolio value
$4.74B
−$911.8M (−16.1%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Evercore Wealth Management, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock2,004,151$274.0M5.8%−59,027−2.9%ReducedHistory
MSFTMicrosoft CorpStock963,025$247.3M5.2%−11,653−1.2%ReducedHistory
UNHUnitedHealth Group IncStock355,564$182.6M3.9%−23,136−6.1%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock309,052$167.9M3.5%−19,420−5.9%ReducedHistory
MAMastercard IncStock461,354$145.5M3.1%−7,867−1.7%ReducedHistory
BXBlackstone Inc.COM1,569,988$143.2M3.0%−9,010−0.6%ReducedHistory
AZOAutoZone IncCOM61,617$132.4M2.8%−3,037−4.7%ReducedHistory
HDHome Depot, Inc.Stock472,475$129.6M2.7%−3,162−0.7%ReducedHistory
AMZNAmazon Com IncStock1,198,559$127.3M2.7%−8,861−0.7%ReducedConverted for a 20-for-1 splitHistory
GOOGAlphabet Inc.Stock55,322$121.0M2.6%−360−0.6%ReducedHistory
AMTAmerican Tower CorpREIT459,746$117.5M2.5%−24,609−5.1%ReducedHistory
ACNAccenture plcStock395,349$109.8M2.3%−1,418−0.4%ReducedHistory
MSMorgan StanleyStock1,264,760$96.2M2.0%−22,645−1.8%ReducedHistory
GOOGLAlphabet Inc.Stock43,277$94.3M2.0%−852−1.9%ReducedHistory
CBRECbre Group, Inc.CL A1,264,216$93.1M2.0%+11,101+0.9%AddedHistory
ABTAbbott LaboratoriesStock837,765$91.0M1.9%−5,586−0.7%ReducedHistory
CBChubb LtdStock427,957$84.1M1.8%−4,526−1.0%ReducedHistory
CDWCDW CorpCOM533,318$84.0M1.8%+4,002+0.8%AddedHistory
MCDMcDonalds CorpStock336,569$83.1M1.8%−4,077−1.2%ReducedHistory
WMBWilliams Companies, Inc.COM2,637,155$82.3M1.7%+31,911+1.2%AddedHistory
BRK.BBerkshire Hathaway IncStock295,387$80.6M1.7%−1,446−0.5%ReducedHistory
CECelanese CorpStock665,683$78.3M1.7%+5,261+0.8%AddedHistory
ADBEAdobe Inc.Stock213,487$78.1M1.6%−130−0.1%ReducedHistory
TXNTexas Instruments IncStock496,546$76.3M1.6%−1,477−0.3%ReducedHistory
STZConstellation Brands, Inc.Stock327,246$76.3M1.6%−2,854−0.9%ReducedHistory
BLKBlackRock, Inc.COM110,822$67.5M1.4%+259+0.2%AddedHistory
JPMJPMorgan Chase & CoStock597,154$67.2M1.4%+5,884+1.0%AddedHistory
SSNCSS&C Technologies Holdings IncCOM1,122,022$65.2M1.4%−24,505−2.1%ReducedHistory
COSTCostco Wholesale CorpStock127,415$61.1M1.3%−8,602−6.3%ReducedHistory
NKENIKE, Inc.Stock563,321$57.6M1.2%−29,502−5.0%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock1,051,356$56.5M1.2%+19,103+1.9%AddedHistory
WisdomTree Tr97717W307US LARGECAP DIVD935,535$55.3M1.2%+43,240+4.8%Added–
FDXFedEx CorpStock235,090$53.3M1.1%−3,153−1.3%ReducedHistory
TJXTJX Companies IncStock890,870$49.8M1.0%+2,694+0.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF127,827$48.2M1.0%−4,065−3.1%ReducedHistory
DISWalt Disney CoStock471,744$44.5M0.9%−5,718−1.2%ReducedHistory
GNRCGenerac Holdings Inc.Stock209,791$44.2M0.9%+209,791NewHistory
BWABorgwarner IncCOM1,257,666$42.0M0.9%−86,099−6.4%ReducedHistory
BBYBest Buy Co IncStock639,156$41.7M0.9%−13,579−2.1%ReducedHistory
ANSSAnsys IncCOM173,298$41.5M0.9%−1,354−0.8%ReducedHistory
JNJJohnson & JohnsonStock225,343$40.0M0.8%−73,552−24.6%ReducedHistory
ROPRoper Technologies IncStock94,406$37.3M0.8%−13,662−12.6%ReducedHistory
NVDANVIDIA CorpStock233,236$35.4M0.7%+216,723+1,312.4%AddedHistory
iShares Core S&P 500 ETF464287200ETF79,790$30.3M0.6%−259−0.3%Reduced–
SHWSherwin Williams CoCOM121,141$27.1M0.6%−6,500−5.1%ReducedHistory
IAUiShares Gold TrustETF692,977$23.8M0.5%+612+0.1%AddedHistory
PEPPepsiCo IncStock136,286$22.7M0.5%−4,038−2.9%ReducedHistory
CVXChevron CorpStock117,944$17.1M0.4%+9,559+8.8%AddedHistory
GLDSPDR Gold TrustETF95,959$16.2M0.3%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock255,850$16.2M0.3%−590.0%ReducedHistory
LLYEli Lilly & CoStock49,645$16.1M0.3%−1,634−3.2%ReducedHistory
ABBVAbbVie Inc.Stock98,869$15.1M0.3%−601−0.6%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF69,230$15.1M0.3%−2,307−3.2%Reduced–
iShares MSCI Eafe ETF464287465ETF235,069$14.7M0.3%−6,820−2.8%Reduced–
Vanguard S&P 500 ETF922908363ETF42,197$14.6M0.3%+336+0.8%Added–
ADPAutomatic Data Processing IncStock69,325$14.6M0.3%−4,905−6.6%ReducedHistory
PFEPfizer IncStock268,619$14.1M0.3%−2,178−0.8%ReducedHistory
PGProcter & Gamble CoStock96,950$13.9M0.3%−2,431−2.4%ReducedHistory
CSCOCisco Systems, Inc.Stock296,017$12.6M0.3%−59,404−16.7%ReducedHistory
iShares Tr464287622RUS 1000 ETF51,051$10.6M0.2%+100.0%Added–
MRKMerck & Co., Inc.Stock111,048$10.1M0.2%−835−0.7%ReducedHistory
VVisa Inc.Stock46,207$9.10M0.2%−39−0.1%ReducedHistory
MCKMcKesson CorpStock25,803$8.42M0.2%−325−1.2%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF20,283$8.39M0.2%−80−0.4%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF64,278$8.24M0.2%−2,407−3.6%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF34,992$7.92M0.2%−1,113−3.1%Reduced–
LOWLowes Companies IncStock44,354$7.75M0.2%−140−0.3%ReducedHistory
UNPUnion Pacific CorpStock35,672$7.61M0.2%−2,693−7.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM88,060$7.54M0.2%−7,089−7.5%ReducedHistory
UPSUnited Parcel Service IncStock41,190$7.52M0.2%−185−0.4%ReducedHistory
iShares Russell 2000 ETF464287655ETF43,410$7.35M0.2%−207−0.5%Reduced–
RTXRTX CorpStock73,282$7.04M0.1%+170+0.2%AddedHistory
BRK.ABerkshire Hathaway IncCL A17$6.95M0.1%+4+30.8%AddedHistory
DHRDanaher CorpStock25,788$6.54M0.1%−46−0.2%ReducedHistory
CRMSalesforce, Inc.Stock39,479$6.51M0.1%+80+0.2%AddedHistory
TSLATesla, Inc.Stock9,653$6.50M0.1%−76−0.8%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF158,229$6.46M0.1%+4,676+3.0%Added–
KOCoca Cola CoStock102,062$6.42M0.1%−3,550−3.4%ReducedHistory
SYKStryker CorpStock30,665$6.10M0.1%−62−0.2%ReducedHistory
NEENextera Energy IncStock78,269$6.06M0.1%+10,000+14.6%AddedHistory
ORCLOracle CorpStock83,069$5.80M0.1%−2,317−2.7%ReducedHistory
BACBank of America CorpStock182,503$5.68M0.1%−10,428−5.4%ReducedHistory
INTCIntel CorpStock150,463$5.63M0.1%−60,285−28.6%ReducedHistory
ITWIllinois Tool Works IncStock30,173$5.50M0.1%−337−1.1%ReducedHistory
CHDChurch & Dwight Co IncCOM58,802$5.45M0.1%−4,817−7.6%ReducedHistory
BMYBristol Myers Squibb CoStock70,633$5.44M0.1%−355−0.5%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF129,870$5.41M0.1%−1,126−0.9%Reduced–
TDGTransDigm Group INCCOM10,003$5.37M0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF30,461$5.36M0.1%−230−0.7%Reduced–
AMGNAmgen IncStock21,505$5.23M0.1%−53−0.2%ReducedHistory
VZVerizon Communications IncStock100,533$5.10M0.1%−21,194−17.4%ReducedHistory
CHKPCheck Point Software Technologies LtdORD39,974$4.87M0.1%−2,700−6.3%ReducedHistory
AMATApplied Materials IncStock49,923$4.54M0.1%−2,810−5.3%ReducedHistory
QCOMQualcomm IncStock33,987$4.34M0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF33,987$4.32M0.1%+400+1.2%Added–
MTDMettler Toledo International IncCOM3,760$4.32M0.1%−50−1.3%ReducedHistory
DPZDominos Pizza IncCOM10,805$4.21M0.1%−3,463−24.3%ReducedHistory
LBTYKLiberty Global Ltd.SHS CL C185,000$4.09M0.1%−10,000−5.1%ReducedHistory
PMPhilip Morris International Inc.Stock41,024$4.05M0.1%−700−1.7%ReducedHistory
CHTRCharter Communications, Inc.CL A8,627$4.04M0.1%−542−5.9%ReducedHistory

Sold out since Q1 2022 (46)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Evercore Wealth Management, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
ETEnergy Transfer LPCOM UT LTD PTN106,043$1.19M<0.1%History
ProShares Tr74348A467S&P 500 DV ARIST11,766$1.12M<0.1%–
iShares Tr464288570ESG MSCI KLD ETF11,198$970.0K<0.1%–
TXG10x Genomics, Inc.CL A COM12,282$934.0K<0.1%History
CERNCERNER CorpCOM5,354$500.0K<0.1%History
UTFCohen & Steers Infrastructure Fund IncCOM15,768$456.0K<0.1%History
APPSDigital Turbine, Inc.COM NEW8,293$363.0K<0.1%History
COINCoinbase Global, Inc.COM CL A1,891$359.0K<0.1%History
ACHAccendra Health IncStock7,873$347.0K<0.1%History
BILLBILL Holdings, Inc.Stock1,505$341.0K<0.1%History
SLGSL Green Realty CorpCOM3,972$322.0K<0.1%History
ASANAsana, Inc.CL A8,000$320.0K<0.1%History
iShares Tr4642874571 3 YR TREAS BD3,411$284.0K<0.1%–
IRWDIronwood Pharmaceuticals IncCOM CL A22,425$282.0K<0.1%History
ISRGIntuitive Surgical IncCOM NEW933$282.0K<0.1%History
SNOWSnowflake Inc.Stock1,228$281.0K<0.1%History
SHOPShopify Inc.Stock414$280.0K<0.1%History
KDPKeurig Dr Pepper Inc.COM7,327$278.0K<0.1%History
ALKSAlkermes plc.SHS10,540$277.0K<0.1%History
PCRXPacira BioSciences, Inc.COM3,409$260.0K<0.1%History
First Trust Dow Jones Internet Index Fund33733E302ETF1,364$256.0K<0.1%–
JQCNuveen Credit Strategies Income FundCOM SHS40,925$253.0K<0.1%History
ARESAres Management CorpCL A COM STK3,100$252.0K<0.1%History
ANETArista Networks, Inc.COM1,800$250.0K<0.1%History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,889$249.0K<0.1%–
EVVEaton Vance Ltd Duration Income FundCOM21,225$248.0K<0.1%History
EIXEdison InternationalStock3,450$242.0K<0.1%History
ZBRAZebra Technologies CorpCL A576$238.0K<0.1%History
XYZBlock, Inc.CL A1,705$231.0K<0.1%History
WOLFWolfspeed, Inc.Stock2,019$230.0K<0.1%History
PINSPinterest, Inc.CL A9,050$223.0K<0.1%History
CPCanadian Pacific Kansas City LtdCOM2,697$223.0K<0.1%History
STORStore Capital LLCCOM7,520$220.0K<0.1%History
JCIJohnson Controls International plcStock3,305$217.0K<0.1%History
HASHasbro, Inc.COM2,634$216.0K<0.1%History
ADSKAutodesk, Inc.COM1,008$216.0K<0.1%History
MRNAModerna, Inc.Stock1,235$213.0K<0.1%History
MAINMain Street Capital CORPCEF5,000$213.0K<0.1%History
Vanguard Financials ETF92204A405ETF2,237$209.0K<0.1%–
URIUnited Rentals, Inc.COM591$209.0K<0.1%History
KRKroger CoStock3,614$207.0K<0.1%History
HOWLWerewolf Therapeutics, Inc.COM46,500$205.0K<0.1%History
EMNEastman Chemical CoStock1,824$204.0K<0.1%History
MKLMarkel Group Inc.COM138$203.0K<0.1%History
FIVEFive Below, IncCOM1,267$201.0K<0.1%History
APPHAppHarvest, Inc.COM14,150$76.0K<0.1%History