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 |
|---|---|---|---|---|---|---|---|
| ALLAllstate Corp | Stock | 1,915 | $369.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,956 | $371.6K | <0.1% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,988 | $372.6K | <0.1% | 00.0% | Unchanged | – |
| RSGRepublic Services, Inc. | COM | 1,871 | $376.4K | <0.1% | −12−0.6% | Reduced | History |
| LRCXLam Research Corp | Stock | 5,264 | $380.2K | <0.1% | +5,264 | New | History |
| URIUnited Rentals, Inc. | COM | 540 | $380.4K | <0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 1,362 | $383.2K | <0.1% | −14−1.0% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 8,975 | $383.7K | <0.1% | 00.0% | Unchanged | – |
| SOFISoFi Technologies, Inc. | Stock | 25,000 | $385.0K | <0.1% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 2,617 | $387.1K | <0.1% | +2+0.1% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 1,600 | $387.5K | <0.1% | 00.0% | Unchanged | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 200 | $389.0K | <0.1% | 00.0% | Unchanged | History |
| WWDWoodward, Inc. | COM | 2,359 | $392.6K | <0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 1,377 | $393.5K | <0.1% | 00.0% | Unchanged | History |
| TELTE Connectivity plc | Stock | 2,776 | $396.9K | <0.1% | +10.0% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 2,865 | $399.7K | <0.1% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 2,628 | $408.2K | <0.1% | −100−3.7% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 2,207 | $411.2K | <0.1% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 19,456 | $415.4K | <0.1% | +21+0.1% | Added | History |
| CMICummins Inc | Stock | 1,234 | $430.2K | <0.1% | 00.0% | Unchanged | History |
| WBSWebster Financial Corp | COM | 7,946 | $438.8K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 1,892 | $439.4K | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 4,145 | $440.7K | <0.1% | +5+0.1% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,335 | $442.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,499 | $443.5K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 6,995 | $444.0K | <0.1% | −186−2.6% | Reduced | – |
| ANAutonation, Inc. | COM | 2,618 | $444.6K | <0.1% | 00.0% | Unchanged | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 35,000 | $447.3K | <0.1% | −30,000−46.2% | Reduced | History |
| BALLBALL Corp | COM | 8,183 | $451.1K | <0.1% | 00.0% | Unchanged | History |
| BBYBest Buy Co Inc | Stock | 5,300 | $454.7K | <0.1% | +45+0.9% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,334 | $461.8K | <0.1% | −368−7.8% | Reduced | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 15,565 | $462.3K | <0.1% | +15,565 | New | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 6,250 | $462.6K | <0.1% | 00.0% | Unchanged | History |
| STTState Street Corp | COM | 4,770 | $468.2K | <0.1% | −4,000−45.6% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,209 | $470.1K | <0.1% | +9,670+128.3% | AddedConverted for a 3-for-1 split | – |
| KLACKLA Corp | COM NEW | 752 | $473.9K | <0.1% | 00.0% | Unchanged | History |
| EVREvercore Inc. | CLASS A | 1,720 | $476.8K | <0.1% | 00.0% | Unchanged | History |
| MLMMartin Marietta Materials Inc | COM | 928 | $479.3K | <0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 1,316 | $486.1K | <0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,685 | $488.7K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 15,233 | $491.6K | <0.1% | 00.0% | Unchanged | History |
| DLRDigital Realty Trust, Inc. | COM | 2,792 | $495.1K | <0.1% | −23−0.8% | Reduced | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 2,500 | $500.3K | <0.1% | 00.0% | Unchanged | History |
| EXEExpand Energy Corp | COM | 5,035 | $501.2K | <0.1% | +5,035 | New | History |
| GISGeneral Mills Inc | Stock | 7,886 | $502.9K | <0.1% | +145+1.9% | Added | History |
| NSCNorfolk Southern Corp | Stock | 2,143 | $503.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,981 | $507.9K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,025 | $512.1K | <0.1% | 00.0% | Unchanged | – |
| RNRRenaissancere Holdings Ltd | COM | 2,067 | $514.3K | <0.1% | −3−0.1% | Reduced | History |
| AWKAmerican Water Works Company, Inc. | Stock | 4,300 | $535.3K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 9,334 | $537.0K | <0.1% | 00.0% | Unchanged | – |
| SLBSLB Limited | Stock | 14,066 | $539.3K | <0.1% | +2,520+21.8% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 6,390 | $540.3K | <0.1% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 12,603 | $546.7K | <0.1% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,049 | $547.5K | <0.1% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 2,440 | $548.2K | <0.1% | +10.0% | Added | History |
| APOApollo Global Management, Inc. | COM | 3,331 | $550.1K | <0.1% | +10.0% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,932 | $556.1K | <0.1% | 00.0% | Unchanged | – |
| AMPAmeriprise Financial Inc | COM | 1,065 | $567.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,877 | $569.1K | <0.1% | −4,723−44.6% | Reduced | – |
| MSCIMSCI Inc. | Stock | 999 | $599.4K | <0.1% | 00.0% | Unchanged | History |
| GBDCGolub Capital BDC, Inc. | COM | 40,250 | $610.2K | <0.1% | 00.0% | Unchanged | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 25,000 | $621.5K | <0.1% | 00.0% | Unchanged | – |
| MOAltria Group, Inc. | Stock | 11,956 | $625.2K | <0.1% | +20.0% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 2,271 | $625.5K | <0.1% | +10.0% | Added | History |
| INTUIntuit Inc. | Stock | 1,001 | $629.1K | <0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 2,280 | $629.6K | <0.1% | 00.0% | Unchanged | History |
| DHIHorton D R Inc | COM | 4,572 | $639.3K | <0.1% | 00.0% | Unchanged | History |
| PSAPublic Storage | COM | 2,163 | $647.8K | <0.1% | −73−3.3% | Reduced | History |
| COINCoinbase Global, Inc. | COM CL A | 2,770 | $687.8K | <0.1% | −243−8.1% | Reduced | History |
| IMXIInternational Money Express, Inc. | COM | 33,158 | $690.7K | <0.1% | −121−0.4% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 7,826 | $697.1K | <0.1% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 3,888 | $707.5K | <0.1% | +760+24.3% | AddedConverted for a 2-for-1 split | History |
| EDConsolidated Edison Inc | Stock | 8,040 | $717.4K | <0.1% | −1,512−15.8% | Reduced | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,712 | $728.5K | <0.1% | 00.0% | Unchanged | History |
| DDDuPont de Nemours, Inc. | COM | 9,555 | $728.6K | <0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,540 | $729.0K | <0.1% | +1+0.1% | Added | History |
| MKCMcCormick & Co Inc | Stock | 9,598 | $731.8K | <0.1% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,823 | $734.1K | <0.1% | −50−2.7% | Reduced | History |
| CTSHCognizant Technology Solutions Corp | CL A | 9,791 | $752.9K | <0.1% | −198−2.0% | Reduced | History |
| STESTERIS plc | SHS USD | 3,696 | $759.8K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 8,492 | $764.8K | <0.1% | 00.0% | Unchanged | – |
| GWWW.W. Grainger, Inc. | Stock | 731 | $770.5K | <0.1% | +50+7.3% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 1,680 | $776.5K | <0.1% | +1+0.1% | Added | History |
| LINLinde PLC | Stock | 1,861 | $779.1K | <0.1% | +45+2.5% | Added | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,749 | $779.6K | <0.1% | −78−1.6% | Reduced | – |
| SPHSuburban Propane Partners LP | UNIT LTD PARTN | 45,438 | $781.5K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 19,904 | $802.9K | <0.1% | 00.0% | Unchanged | – |
| ANETArista Networks, Inc. | Stock | 7,307 | $807.6K | <0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| GLWCorning Inc | COM | 17,248 | $819.6K | <0.1% | −79−0.5% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 19,987 | $835.9K | <0.1% | −6,094−23.4% | Reduced | – |
| BDXBecton Dickinson & Co | Stock | 3,708 | $841.2K | <0.1% | −126−3.3% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 17,046 | $904.3K | <0.1% | +3,546+26.3% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,302 | $927.5K | <0.1% | −3−0.2% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 2,869 | $943.7K | <0.1% | +10.0% | Added | History |
| DEDeere & Co | Stock | 2,238 | $948.2K | <0.1% | +10.0% | Added | History |
| BSXBoston Scientific Corp | Stock | 10,651 | $951.3K | <0.1% | +50.0% | Added | History |
| SLViShares Silver Trust | ETF | 36,958 | $973.1K | <0.1% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 197 | $978.8K | <0.1% | 00.0% | Unchanged | History |
| TPLTexas Pacific Land Corp | Stock | 906 | $1.00M | <0.1% | 00.0% | Unchanged | History |
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 |