Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 411
- −6 vs. Q4 2024
- Portfolio value
- $6.21B
- −$466.6M (−7.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,702,132 | $378.1M | 6.1% | −47,218−2.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 860,807 | $323.1M | 5.2% | −10,153−1.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,469,113 | $267.6M | 4.3% | +106,557+4.5% | Added | History |
| MAMastercard Inc | Stock | 421,088 | $230.8M | 3.7% | −15,807−3.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,191,053 | $226.6M | 3.6% | −29,537−2.4% | Reduced | History |
| AZOAutoZone Inc | COM | 54,538 | $207.9M | 3.3% | −2,974−5.2% | Reduced | History |
| BXBlackstone Inc. | COM | 1,358,171 | $189.8M | 3.1% | −41,273−2.9% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 332,723 | $174.3M | 2.8% | −11,927−3.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 460,394 | $168.7M | 2.7% | −7,399−1.6% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 2,690,985 | $160.8M | 2.6% | −71,224−2.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 999,388 | $156.1M | 2.5% | −24,483−2.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 636,215 | $156.1M | 2.5% | −14,658−2.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 274,679 | $146.3M | 2.4% | −4,763−1.7% | Reduced | History |
| MSMorgan Stanley | Stock | 1,241,998 | $144.9M | 2.3% | −32,424−2.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 289,694 | $144.2M | 2.3% | −8,389−2.8% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 1,056,221 | $138.1M | 2.2% | −46,988−4.3% | Reduced | History |
| CBChubb Ltd | Stock | 443,665 | $134.0M | 2.2% | −10,187−2.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 806,848 | $124.8M | 2.0% | −12,853−1.6% | Reduced | History |
| ACNAccenture plc | Stock | 374,566 | $116.9M | 1.9% | −8,533−2.2% | Reduced | History |
| BLDRBuilders FirstSource, Inc. | Stock | 881,000 | $110.1M | 1.8% | +35,674+4.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 113,206 | $107.1M | 1.7% | −1,266−1.1% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 112,475 | $106.5M | 1.7% | −3,187−2.8% | Reduced | History |
| TJXTJX Companies Inc | Stock | 857,893 | $104.5M | 1.7% | −19,107−2.2% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 437,197 | $95.1M | 1.5% | −16,173−3.6% | Reduced | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,091,046 | $86.6M | 1.4% | −43,030−3.8% | Reduced | – |
| CROXCrocs, Inc. | COM | 795,880 | $84.5M | 1.4% | +56,771+7.7% | Added | History |
| ADBEAdobe Inc. | Stock | 215,113 | $82.5M | 1.3% | −17,673−7.6% | Reduced | History |
| CDWCDW Corp | COM | 509,811 | $81.7M | 1.3% | −14,255−2.7% | Reduced | History |
| EOGEOG Resources Inc | Stock | 618,209 | $79.3M | 1.3% | −3,815−0.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 992,794 | $72.3M | 1.2% | +988,633+23,759.5% | Added | History |
| ANSSAnsys Inc | COM | 221,046 | $70.0M | 1.1% | −7,566−3.3% | Reduced | History |
| PGRProgressive Corp | Stock | 234,529 | $66.4M | 1.1% | +216,928+1,232.5% | Added | History |
| FISVFiserv Inc | Stock | 294,825 | $65.1M | 1.0% | +27,172+10.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 115,423 | $64.6M | 1.0% | −5,488−4.5% | Reduced | History |
| VIKViking Holdings Ltd | ORD SHS | 1,583,420 | $62.9M | 1.0% | +361,588+29.6% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 423,582 | $53.6M | 0.9% | −6,486−1.5% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 241,940 | $44.4M | 0.7% | −113,638−32.0% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 126,533 | $40.8M | 0.7% | +126,533 | New | History |
| iShares Core S&P 500 ETF464287200 | ETF | 67,064 | $37.7M | 0.6% | −1,187−1.7% | Reduced | – |
| IAUiShares Gold Trust | ETF | 631,220 | $37.2M | 0.6% | −17,378−2.7% | Reduced | History |
| SHWSherwin Williams Co | COM | 103,707 | $36.2M | 0.6% | −2,354−2.2% | Reduced | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 288,710 | $31.8M | 0.5% | +16,737+6.2% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 61,331 | $31.5M | 0.5% | +2,829+4.8% | Added | – |
| LLYEli Lilly & Co | Stock | 36,546 | $30.2M | 0.5% | −653−1.8% | Reduced | History |
| CVXChevron Corp | Stock | 172,259 | $28.8M | 0.5% | −29,934−14.8% | Reduced | History |
| JNJJohnson & Johnson | Stock | 172,884 | $28.7M | 0.5% | −17,460−9.2% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 44,971 | $26.5M | 0.4% | −4,746−9.5% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 76,663 | $22.1M | 0.4% | −2,545−3.2% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 57,347 | $20.7M | 0.3% | +1,166+2.1% | Added | – |
| ABTAbbott Laboratories | Stock | 147,339 | $19.5M | 0.3% | −630,325−81.1% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 86,827 | $18.2M | 0.3% | −679−0.8% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 59,175 | $18.1M | 0.3% | −1,152−1.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 101,590 | $15.2M | 0.2% | −10,893−9.7% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 178,823 | $14.6M | 0.2% | −5,705−3.1% | Reduced | – |
| MCDMcDonalds Corp | Stock | 46,398 | $14.5M | 0.2% | −223,869−82.8% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 174,460 | $13.7M | 0.2% | −911−0.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 52,203 | $13.0M | 0.2% | −2,580−4.7% | Reduced | History |
| VVisa Inc. | Stock | 36,798 | $12.9M | 0.2% | −901−2.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 74,006 | $12.6M | 0.2% | −2,155−2.8% | Reduced | History |
| SYKStryker Corp | Stock | 32,352 | $12.0M | 0.2% | +48+0.1% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 189,670 | $11.7M | 0.2% | −17,085−8.3% | Reduced | History |
| MCKMcKesson Corp | Stock | 16,466 | $11.1M | 0.2% | −3,202−16.3% | Reduced | History |
| ARCCAres Capital Corp | CEF | 487,487 | $10.8M | 0.2% | −545,622−52.8% | Reduced | History |
| NEENextera Energy Inc | Stock | 147,252 | $10.4M | 0.2% | −3,271−2.2% | Reduced | History |
| KOCoca Cola Co | Stock | 144,798 | $10.4M | 0.2% | −977−0.7% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 203,977 | $10.4M | 0.2% | −6,509−3.1% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 85,314 | $10.1M | 0.2% | −2,280−2.6% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 57,469 | $9.96M | 0.2% | −1,415−2.4% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 158,854 | $9.27M | 0.1% | −11,499−6.8% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 101,023 | $9.07M | 0.1% | −3,048−2.9% | Reduced | History |
| RTXRTX Corp | Stock | 67,877 | $8.99M | 0.1% | −1,375−2.0% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 49,564 | $8.91M | 0.1% | −2,944−5.6% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 60,947 | $8.90M | 0.1% | −83,724−57.9% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $8.78M | 0.1% | −1−8.3% | Reduced | History |
| ORCLOracle Corp | Stock | 62,774 | $8.78M | 0.1% | −1,687−2.6% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 37,626 | $8.58M | 0.1% | −2,000−5.0% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,839 | $8.45M | 0.1% | −794−4.8% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 39,269 | $8.11M | 0.1% | −1,537−3.8% | Reduced | – |
| AMATApplied Materials Inc | Stock | 55,769 | $8.09M | 0.1% | −118−0.2% | Reduced | History |
| LOWLowes Companies Inc | Stock | 34,475 | $8.04M | 0.1% | −72−0.2% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 37,587 | $7.50M | 0.1% | −745−1.9% | Reduced | – |
| EPDEnterprise Products Partners L.P. | Stock | 217,193 | $7.41M | 0.1% | −1,000−0.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 44,024 | $7.37M | 0.1% | −173−0.4% | Reduced | History |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $7.07M | 0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 80,387 | $7.06M | 0.1% | −3,199−3.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 26,057 | $6.99M | 0.1% | −1,213−4.4% | Reduced | History |
| TSLATesla, Inc. | Stock | 26,514 | $6.87M | 0.1% | +834+3.2% | Added | History |
| AMGNAmgen Inc | Stock | 18,738 | $5.84M | 0.1% | −707−3.6% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,591 | $5.45M | 0.1% | −13−0.1% | Reduced | – |
| ITWIllinois Tool Works Inc | Stock | 21,931 | $5.44M | 0.1% | −3,366−13.3% | Reduced | History |
| ECLEcolab Inc. | Stock | 21,224 | $5.38M | 0.1% | −104−0.5% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,037 | $5.18M | 0.1% | +567+5.4% | Added | – |
| UNPUnion Pacific Corp | Stock | 21,875 | $5.17M | 0.1% | −5,198−19.2% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 84,420 | $5.12M | 0.1% | −1,253−1.5% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 55,010 | $5.11M | 0.1% | −3,750−6.4% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,244 | $5.01M | 0.1% | 00.0% | Unchanged | – |
| JBLJabil Inc | Stock | 36,540 | $4.97M | 0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 24,250 | $4.97M | 0.1% | −713−2.9% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 15,582 | $4.78M | 0.1% | −60−0.4% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 100,257 | $4.54M | 0.1% | −5,098−4.8% | Reduced | – |
Options (5)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2024 (22)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 15,781 | $1.20M | <0.1% | – |
| AMRAlpha Metallurgical Resources, Inc. | COM | 2,500 | $500.3K | <0.1% | History |
| VanEck Semiconductor ETF92189F676 | ETF | 1,600 | $387.5K | <0.1% | – |
| SOFISoFi Technologies, Inc. | Stock | 25,000 | $385.0K | <0.1% | History |
| FDXFedEx Corp | Stock | 1,362 | $383.2K | <0.1% | History |
| AEPAmerican Electric Power Co Inc | Stock | 3,918 | $361.4K | <0.1% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,015 | $347.3K | <0.1% | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,122 | $278.9K | <0.1% | – |
| PINSPinterest, Inc. | CL A | 9,050 | $262.4K | <0.1% | History |
| AMTMAmentum Holdings, Inc. | COM | 12,399 | $260.8K | <0.1% | History |
| RKLBRocket Lab Corp | COM | 9,495 | $241.8K | <0.1% | History |
| WSMWilliams Sonoma Inc | COM | 1,256 | $232.6K | <0.1% | History |
| SWSmurfit Westrock plc | Stock | 4,195 | $225.9K | <0.1% | History |
| PWRQuanta Services, Inc. | COM | 689 | $217.8K | <0.1% | History |
| SNOWSnowflake Inc. | Stock | 1,326 | $204.7K | <0.1% | History |
| NOCNorthrop Grumman Corp | Stock | 436 | $204.6K | <0.1% | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,335 | $203.3K | <0.1% | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 4,475 | $202.6K | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 2,705 | $200.3K | <0.1% | History |
| GSATGlobalstar, Inc. | COM | 40,000 | $82.8K | <0.1% | History |
| BLNDBlend Labs, Inc. | CL A | 11,190 | $47.1K | <0.1% | History |
| CAPNRCayson Acquisition Corp | RIGHT 99/99/9999 | 13,000 | $1.56K | <0.1% | History |