Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 417
- 0 vs. Q3 2024
- Portfolio value
- $6.68B
- +$9.06M (+0.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,749,350 | $438.1M | 6.6% | −15,004−0.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 870,960 | $367.1M | 5.5% | −2,778−0.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,362,556 | $317.3M | 4.8% | −40,227−1.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,220,590 | $267.8M | 4.0% | −1,199−0.1% | Reduced | History |
| BXBlackstone Inc. | COM | 1,399,444 | $241.3M | 3.6% | −72,487−4.9% | Reduced | History |
| MAMastercard Inc | Stock | 436,895 | $230.1M | 3.4% | −1,916−0.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,023,871 | $195.0M | 2.9% | −6,942−0.7% | Reduced | History |
| AZOAutoZone Inc | COM | 57,512 | $184.2M | 2.8% | −379−0.7% | Reduced | History |
| HDHome Depot, Inc. | Stock | 467,793 | $182.0M | 2.7% | −1730.0% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 344,650 | $174.3M | 2.6% | −3,027−0.9% | Reduced | History |
| MSMorgan Stanley | Stock | 1,274,422 | $160.2M | 2.4% | −8,364−0.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 650,873 | $156.0M | 2.3% | −5,275−0.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 819,701 | $155.2M | 2.3% | +6,047+0.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 298,083 | $155.1M | 2.3% | −911−0.3% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 2,762,209 | $149.5M | 2.2% | −20,769−0.7% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 1,103,209 | $144.8M | 2.2% | −75,685−6.4% | Reduced | History |
| ACNAccenture plc | Stock | 383,099 | $134.8M | 2.0% | −7,499−1.9% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 279,442 | $126.7M | 1.9% | −3,874−1.4% | Reduced | History |
| CBChubb Ltd | Stock | 453,852 | $125.4M | 1.9% | +2,921+0.6% | Added | History |
| BLDRBuilders FirstSource, Inc. | Stock | 845,326 | $120.8M | 1.8% | +8,341+1.0% | Added | History |
| BLKBlackRock, Inc. | Stock | 115,662 | $118.6M | 1.8% | −413−0.4% | Reduced | History |
| TJXTJX Companies Inc | Stock | 877,000 | $106.0M | 1.6% | +1,191+0.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 114,472 | $104.9M | 1.6% | −1,327−1.1% | Reduced | History |
| ADBEAdobe Inc. | Stock | 232,786 | $103.5M | 1.6% | −844−0.4% | Reduced | History |
| CDWCDW Corp | COM | 524,066 | $91.2M | 1.4% | −12,051−2.2% | Reduced | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,134,076 | $88.2M | 1.3% | +3,545+0.3% | Added | – |
| ABTAbbott Laboratories | Stock | 777,664 | $88.0M | 1.3% | −7,565−1.0% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 453,370 | $83.2M | 1.2% | +4,600+1.0% | Added | History |
| CROXCrocs, Inc. | COM | 739,109 | $81.0M | 1.2% | +60,730+9.0% | Added | History |
| STZConstellation Brands, Inc. | Stock | 355,578 | $78.6M | 1.2% | −3,939−1.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 270,267 | $78.3M | 1.2% | −44,900−14.2% | Reduced | History |
| ANSSAnsys Inc | COM | 228,612 | $77.1M | 1.2% | +678+0.3% | Added | History |
| EOGEOG Resources Inc | Stock | 622,024 | $76.2M | 1.1% | +4,570+0.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 120,911 | $70.9M | 1.1% | +699+0.6% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 430,068 | $66.7M | 1.0% | +17,711+4.3% | Added | History |
| FISVFiserv Inc | Stock | 267,653 | $55.0M | 0.8% | +267,653 | New | History |
| VIKViking Holdings Ltd | ORD SHS | 1,221,832 | $53.8M | 0.8% | +1,221,832 | New | History |
| iShares Core S&P 500 ETF464287200 | ETF | 68,251 | $40.2M | 0.6% | −365−0.5% | Reduced | – |
| BWABorgwarner Inc | COM | 1,183,548 | $37.6M | 0.6% | −34,951−2.9% | Reduced | History |
| SHWSherwin Williams Co | COM | 106,061 | $36.1M | 0.5% | +183+0.2% | Added | History |
| IAUiShares Gold Trust | ETF | 648,598 | $32.1M | 0.5% | −4,762−0.7% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 58,502 | $31.5M | 0.5% | +2,424+4.3% | Added | – |
| CECelanese Corp | Stock | 454,493 | $31.5M | 0.5% | −220,209−32.6% | Reduced | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 271,973 | $30.0M | 0.4% | +80,390+42.0% | Added | – |
| CVXChevron Corp | Stock | 202,193 | $29.3M | 0.4% | −145,828−41.9% | Reduced | History |
| LLYEli Lilly & Co | Stock | 37,199 | $28.7M | 0.4% | −67−0.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 190,344 | $27.5M | 0.4% | −4,754−2.4% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 49,717 | $25.8M | 0.4% | −3,611−6.8% | Reduced | History |
| ARCCAres Capital Corp | CEF | 1,033,109 | $22.6M | 0.3% | −1,411−0.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 56,181 | $22.6M | 0.3% | +654+1.2% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 144,671 | $19.9M | 0.3% | +83,141+135.1% | Added | – |
| GLDSPDR Gold Trust | ETF | 79,208 | $19.2M | 0.3% | −410−0.5% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 60,327 | $17.7M | 0.3% | −608−1.0% | Reduced | History |
| PEPPepsiCo Inc | Stock | 112,483 | $17.1M | 0.3% | −2,543−2.2% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 87,506 | $15.5M | 0.2% | −679−0.8% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 184,528 | $14.0M | 0.2% | −6,105−3.2% | Reduced | – |
| SCHWSchwab Charles Corp | Stock | 175,371 | $13.0M | 0.2% | +170.0% | Added | History |
| PGProcter & Gamble Co | Stock | 76,161 | $12.8M | 0.2% | −520−0.7% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 206,755 | $12.2M | 0.2% | −3,296−1.6% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 54,783 | $12.0M | 0.2% | +1,740+3.3% | Added | History |
| VVisa Inc. | Stock | 37,699 | $11.9M | 0.2% | −609−1.6% | Reduced | History |
| SYKStryker Corp | Stock | 32,304 | $11.6M | 0.2% | −51−0.2% | Reduced | History |
| MCKMcKesson Corp | Stock | 19,668 | $11.2M | 0.2% | +730+3.9% | Added | History |
| NEENextera Energy Inc | Stock | 150,523 | $10.8M | 0.2% | +1,488+1.0% | Added | History |
| ORCLOracle Corp | Stock | 64,461 | $10.7M | 0.2% | −485−0.7% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 170,353 | $10.6M | 0.2% | −6,440−3.6% | Reduced | – |
| TSLATesla, Inc. | Stock | 25,680 | $10.4M | 0.2% | −10,187−28.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 104,071 | $10.4M | 0.2% | −629−0.6% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 58,884 | $10.3M | 0.2% | +1,395+2.4% | Added | – |
| AVGOBroadcom Inc. | Stock | 44,197 | $10.2M | 0.2% | −3,623−7.6% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 210,486 | $10.1M | 0.2% | +4,031+2.0% | Added | – |
| TXNTexas Instruments Inc | Stock | 52,508 | $9.85M | 0.1% | −1,238−2.3% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 40,806 | $9.49M | 0.1% | −1,267−3.0% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,633 | $9.47M | 0.1% | +55+0.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 87,594 | $9.42M | 0.1% | −1,095−1.2% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 27,270 | $9.12M | 0.1% | +250+0.9% | Added | History |
| AMATApplied Materials Inc | Stock | 55,887 | $9.09M | 0.1% | −472−0.8% | Reduced | History |
| KOCoca Cola Co | Stock | 145,775 | $9.08M | 0.1% | −22,522−13.4% | Reduced | History |
| LOWLowes Companies Inc | Stock | 34,547 | $8.53M | 0.1% | −223−0.6% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 38,332 | $8.47M | 0.1% | +20.0% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $8.17M | 0.1% | −1−7.7% | Reduced | History |
| RTXRTX Corp | Stock | 69,252 | $8.01M | 0.1% | −181−0.3% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 62,117 | $7.83M | 0.1% | +16,880+37.3% | Added | History |
| WMTWalmart Inc. | Stock | 83,586 | $7.55M | 0.1% | −971−1.1% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 39,626 | $7.40M | 0.1% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 218,193 | $6.84M | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 85,579 | $6.48M | 0.1% | −33,819−28.3% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 25,297 | $6.41M | 0.1% | −1,753−6.5% | Reduced | History |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $6.32M | 0.1% | +20,000+17.8% | Added | History |
| UNPUnion Pacific Corp | Stock | 27,073 | $6.17M | 0.1% | −780−2.8% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 58,760 | $5.97M | 0.1% | +5,738+10.8% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,604 | $5.91M | 0.1% | −2,229−8.3% | Reduced | – |
| DHRDanaher Corp | Stock | 24,963 | $5.73M | 0.1% | −65−0.3% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,470 | $5.35M | 0.1% | +335+3.3% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,244 | $5.29M | 0.1% | +36+0.2% | Added | – |
| JBLJabil Inc | Stock | 36,540 | $5.26M | 0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 19,445 | $5.07M | 0.1% | −478−2.4% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 15,642 | $5.04M | 0.1% | +126+0.8% | Added | – |
| ECLEcolab Inc. | Stock | 21,328 | $5.00M | 0.1% | +287+1.4% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 85,673 | $4.92M | 0.1% | −1,144−1.3% | Reduced | – |
Sold out since Q3 2024 (24)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| CVSCVS Health Corp | Stock | 30,246 | $1.90M | <0.1% | History |
| CRLCharles River Laboratories International, Inc. | COM | 5,000 | $984.9K | <0.1% | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 6,116 | $380.4K | <0.1% | – |
| TFXTeleflex Inc | COM | 1,370 | $338.8K | <0.1% | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 6,000 | $305.3K | <0.1% | – |
| HSYHershey Co | COM | 1,513 | $290.2K | <0.1% | History |
| TTDTrade Desk, Inc. | Stock | 2,489 | $272.9K | <0.1% | History |
| CMGChipotle Mexican Grill Inc | COM | 4,209 | $242.5K | <0.1% | History |
| ALTMArcadium Lithium plc | Stock | 84,075 | $239.6K | <0.1% | History |
| HALOHalozyme Therapeutics, Inc. | COM | 4,143 | $237.1K | <0.1% | History |
| SRESempra | Stock | 2,816 | $235.5K | <0.1% | History |
| VLTOVeralto Corp | Stock | 2,036 | $227.7K | <0.1% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,651 | $226.8K | <0.1% | History |
| GPCGenuine Parts Co | Stock | 1,615 | $225.6K | <0.1% | History |
| Vanguard Health Care ETF92204A504 | ETF | 788 | $222.4K | <0.1% | – |
| CNICanadian National Railway Co | Stock | 1,883 | $220.6K | <0.1% | History |
| CTASCintas Corp | Stock | 1,048 | $215.8K | <0.1% | History |
| ACUAcme United Corp | COM | 5,100 | $212.4K | <0.1% | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,598 | $209.9K | <0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,045 | $207.1K | <0.1% | – |
| RCIRogers Communications Inc | CL B | 5,150 | $207.1K | <0.1% | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 4,622 | $206.5K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 8,393 | $202.7K | <0.1% | – |
| NUENucor Corp | COM | 1,336 | $200.9K | <0.1% | History |