Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 406
- −5 vs. Q1 2025
- Portfolio value
- $6.43B
- +$222.1M (+3.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 836,043 | $415.9M | 6.5% | −24,764−2.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,413,188 | $381.3M | 5.9% | −55,925−2.3% | Reduced | History |
| AAPLApple Inc. | Stock | 1,645,530 | $337.6M | 5.2% | −56,602−3.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,163,536 | $255.3M | 4.0% | −27,517−2.3% | Reduced | History |
| MAMastercard Inc | Stock | 412,418 | $231.8M | 3.6% | −8,670−2.1% | Reduced | History |
| BXBlackstone Inc. | COM | 1,358,268 | $203.2M | 3.2% | +970.0% | Added | History |
| AZOAutoZone Inc | COM | 52,902 | $196.4M | 3.1% | −1,636−3.0% | Reduced | History |
| MSMorgan Stanley | Stock | 1,261,942 | $177.8M | 2.8% | +19,944+1.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 983,616 | $174.5M | 2.7% | −15,772−1.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 600,108 | $174.0M | 2.7% | −36,107−5.7% | Reduced | History |
| HDHome Depot, Inc. | Stock | 450,742 | $165.3M | 2.6% | −9,652−2.1% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 2,533,229 | $159.1M | 2.5% | −157,756−5.9% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 1,038,503 | $145.5M | 2.3% | −17,718−1.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 781,694 | $137.8M | 2.1% | −25,154−3.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 271,667 | $132.0M | 2.1% | −3,012−1.1% | Reduced | History |
| CBChubb Ltd | Stock | 435,449 | $126.2M | 2.0% | −8,216−1.9% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 110,130 | $115.6M | 1.8% | −2,345−2.1% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 284,202 | $115.2M | 1.8% | −5,492−1.9% | Reduced | History |
| ACNAccenture plc | Stock | 363,546 | $108.7M | 1.7% | −11,020−2.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 103,881 | $102.8M | 1.6% | −9,325−8.2% | Reduced | History |
| BLDRBuilders FirstSource, Inc. | Stock | 873,956 | $102.0M | 1.6% | −7,044−0.8% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,074,811 | $100.3M | 1.6% | +82,017+8.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 309,817 | $96.7M | 1.5% | −22,906−6.9% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 405,552 | $89.6M | 1.4% | −31,645−7.2% | Reduced | History |
| CDWCDW Corp | COM | 501,474 | $89.6M | 1.4% | −8,337−1.6% | Reduced | History |
| VIKViking Holdings Ltd | ORD SHS | 1,678,470 | $89.4M | 1.4% | +95,050+6.0% | Added | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,072,367 | $88.1M | 1.4% | −18,679−1.7% | Reduced | – |
| FIXComfort Systems USA Inc | COM | 158,670 | $85.1M | 1.3% | +32,137+25.4% | Added | History |
| CROXCrocs, Inc. | COM | 794,224 | $80.4M | 1.3% | −1,656−0.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 205,097 | $79.3M | 1.2% | −10,016−4.7% | Reduced | History |
| EOGEOG Resources Inc | Stock | 639,255 | $76.5M | 1.2% | +21,046+3.4% | Added | History |
| ANSSAnsys Inc | COM | 215,284 | $75.6M | 1.2% | −5,762−2.6% | Reduced | History |
| PGRProgressive Corp | Stock | 269,108 | $71.8M | 1.1% | +34,579+14.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 115,526 | $71.4M | 1.1% | +103+0.1% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 432,145 | $61.9M | 1.0% | +8,563+2.0% | Added | History |
| FISVFiserv Inc | Stock | 329,341 | $56.8M | 0.9% | +34,516+11.7% | Added | History |
| TJXTJX Companies Inc | Stock | 354,882 | $43.8M | 0.7% | −503,011−58.6% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 66,429 | $41.2M | 0.6% | −635−0.9% | Reduced | – |
| IAUiShares Gold Trust | ETF | 635,955 | $39.7M | 0.6% | +4,735+0.8% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 68,311 | $38.8M | 0.6% | +6,980+11.4% | Added | – |
| ARCCAres Capital Corp | CEF | 1,666,373 | $36.6M | 0.6% | +1,178,886+241.8% | Added | History |
| SHWSherwin Williams Co | COM | 101,837 | $35.0M | 0.5% | −1,870−1.8% | Reduced | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 298,913 | $34.2M | 0.5% | +10,203+3.5% | Added | – |
| LLYEli Lilly & Co | Stock | 35,947 | $28.0M | 0.4% | −599−1.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 165,977 | $25.4M | 0.4% | −6,907−4.0% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 58,225 | $24.7M | 0.4% | +878+1.5% | Added | – |
| ROPRoper Technologies Inc | Stock | 42,000 | $23.8M | 0.4% | −2,971−6.6% | Reduced | History |
| CVXChevron Corp | Stock | 164,254 | $23.5M | 0.4% | −8,005−4.6% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 75,873 | $23.1M | 0.4% | −790−1.0% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 59,410 | $17.5M | 0.3% | +7,207+13.8% | Added | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 341,851 | $17.3M | 0.3% | +341,851 | New | – |
| ADPAutomatic Data Processing Inc | Stock | 55,960 | $17.3M | 0.3% | −3,215−5.4% | Reduced | History |
| ABTAbbott Laboratories | Stock | 122,699 | $16.7M | 0.3% | −24,640−16.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 86,106 | $16.0M | 0.2% | −721−0.8% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 177,847 | $15.9M | 0.2% | −976−0.5% | Reduced | – |
| SCHWSchwab Charles Corp | Stock | 173,403 | $15.8M | 0.2% | −1,057−0.6% | Reduced | History |
| ORCLOracle Corp | Stock | 61,712 | $13.5M | 0.2% | −1,062−1.7% | Reduced | History |
| PEPPepsiCo Inc | Stock | 100,810 | $13.3M | 0.2% | −780−0.8% | Reduced | History |
| SYKStryker Corp | Stock | 32,201 | $12.7M | 0.2% | −151−0.5% | Reduced | History |
| VVisa Inc. | Stock | 35,516 | $12.6M | 0.2% | −1,282−3.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 42,608 | $12.4M | 0.2% | −3,790−8.2% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 175,887 | $12.2M | 0.2% | −13,783−7.3% | Reduced | History |
| MCKMcKesson Corp | Stock | 16,122 | $11.8M | 0.2% | −344−2.1% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 206,527 | $11.8M | 0.2% | +2,550+1.3% | Added | – |
| PGProcter & Gamble Co | Stock | 71,999 | $11.5M | 0.2% | −2,007−2.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 163,661 | $11.4M | 0.2% | +16,409+11.1% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 59,317 | $10.8M | 0.2% | +1,848+3.2% | Added | – |
| KOCoca Cola Co | Stock | 143,676 | $10.2M | 0.2% | −1,122−0.8% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 48,169 | $10.0M | 0.2% | −1,395−2.8% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 39,222 | $9.93M | 0.2% | −47−0.1% | Reduced | – |
| RTXRTX Corp | Stock | 67,642 | $9.88M | 0.2% | −235−0.3% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 158,814 | $9.85M | 0.2% | −400.0% | Reduced | – |
| TSLATesla, Inc. | Stock | 29,945 | $9.51M | 0.1% | +3,431+12.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 33,238 | $9.16M | 0.1% | −10,786−24.5% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 84,629 | $9.12M | 0.1% | −685−0.8% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,834 | $8.97M | 0.1% | −50.0% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 36,273 | $8.03M | 0.1% | −1,353−3.6% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $8.02M | 0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 59,447 | $8.01M | 0.1% | −1,500−2.5% | Reduced | – |
| JBLJabil Inc | Stock | 36,540 | $7.97M | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 36,449 | $7.87M | 0.1% | −1,138−3.0% | Reduced | – |
| WMTWalmart Inc. | Stock | 80,397 | $7.86M | 0.1% | +100.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 95,958 | $7.60M | 0.1% | −5,065−5.0% | Reduced | History |
| LOWLowes Companies Inc | Stock | 32,995 | $7.32M | 0.1% | −1,480−4.3% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 108,435 | $7.10M | 0.1% | +47,225+77.2% | Added | History |
| CRMSalesforce, Inc. | Stock | 25,982 | $7.09M | 0.1% | −75−0.3% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 104,017 | $6.99M | 0.1% | +19,597+23.2% | Added | – |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $6.80M | 0.1% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 216,493 | $6.71M | 0.1% | −700−0.3% | Reduced | History |
| APHAmphenol Corp | CL A | 61,745 | $6.10M | 0.1% | −235−0.4% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 55,010 | $6.06M | 0.1% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 4,407 | $5.90M | 0.1% | −75−1.7% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,541 | $5.82M | 0.1% | −50−0.2% | Reduced | – |
| ECLEcolab Inc. | Stock | 21,179 | $5.71M | 0.1% | −45−0.2% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,237 | $5.65M | 0.1% | −800−7.2% | Reduced | – |
| NETCloudflare, Inc. | CL A COM | 28,330 | $5.55M | 0.1% | −5,170−15.4% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,244 | $5.54M | 0.1% | 00.0% | Unchanged | – |
| ITWIllinois Tool Works Inc | Stock | 21,631 | $5.35M | 0.1% | −300−1.4% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 15,552 | $5.28M | 0.1% | −30−0.2% | Reduced | – |
| AMGNAmgen Inc | Stock | 18,535 | $5.18M | 0.1% | −203−1.1% | Reduced | History |
Sold out since Q1 2025 (22)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 906 | $1.25M | <0.1% | History |
| EXEExpand Energy Corp | COM | 5,035 | $560.5K | <0.1% | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 16,709 | $467.2K | <0.1% | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 15,565 | $426.3K | <0.1% | – |
| GLNGGolar LNG Ltd | SHS | 10,000 | $379.9K | <0.1% | History |
| Kodiak AI, Inc.G33033104 | SHS CLASS A | 30,543 | $340.6K | <0.1% | – |
| ACGLArch Capital Group Ltd. | Stock | 3,450 | $331.8K | <0.1% | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,267 | $307.7K | <0.1% | – |
| AESAES Corp | Stock | 24,394 | $303.0K | <0.1% | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,031 | $299.5K | <0.1% | – |
| HEHawaiian Electric Industries Inc | COM | 25,000 | $273.8K | <0.1% | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,811 | $267.8K | <0.1% | – |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 40,486 | $243.7K | <0.1% | History |
| DOWDow Inc. | Stock | 6,820 | $238.2K | <0.1% | History |
| SOLVSolventum Corp | Stock | 2,897 | $220.3K | <0.1% | History |
| DDominion Energy, Inc | Stock | 3,762 | $210.9K | <0.1% | History |
| Vanguard Health Care ETF92204A504 | ETF | 788 | $208.6K | <0.1% | – |
| WEXWEX Inc. | COM | 1,286 | $201.9K | <0.1% | History |
| ALFCenturion Acquisition Corp. | SHS CL A | 15,400 | $157.7K | <0.1% | History |
| Agriculture & Nat Sol Acq CoG0131Y100 | SHS CL A | 12,689 | $135.4K | <0.1% | – |
| CAPNCayson Acquisition Corp | SHS | 13,000 | $132.6K | <0.1% | History |
| Willow Lane Acquisition Corp.G9675P102 | ORD SHS CL A | 12,800 | $128.3K | <0.1% | – |