Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 413
- +7 vs. Q2 2025
- Portfolio value
- $6.81B
- +$383.1M (+6.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 2,338,533 | $436.3M | 6.4% | −74,655−3.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 819,395 | $424.4M | 6.2% | −16,648−2.0% | Reduced | History |
| AAPLApple Inc. | Stock | 1,619,311 | $412.3M | 6.1% | −26,219−1.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,152,251 | $253.0M | 3.7% | −11,285−1.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 977,185 | $238.0M | 3.5% | −6,431−0.7% | Reduced | History |
| MAMastercard Inc | Stock | 405,527 | $230.7M | 3.4% | −6,891−1.7% | Reduced | History |
| BXBlackstone Inc. | COM | 1,333,651 | $227.9M | 3.3% | −24,617−1.8% | Reduced | History |
| AZOAutoZone Inc | COM | 51,590 | $221.3M | 3.2% | −1,312−2.5% | Reduced | History |
| MSMorgan Stanley | Stock | 1,244,132 | $197.8M | 2.9% | −17,810−1.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 591,010 | $186.4M | 2.7% | −9,098−1.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 766,671 | $186.4M | 2.7% | −15,023−1.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 445,080 | $180.3M | 2.6% | −5,662−1.3% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 1,023,385 | $161.2M | 2.4% | −15,118−1.5% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 2,498,218 | $158.3M | 2.3% | −35,011−1.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 280,298 | $136.0M | 2.0% | −3,904−1.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 268,325 | $134.9M | 2.0% | −3,342−1.2% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 159,280 | $131.4M | 1.9% | +610+0.4% | Added | History |
| BLKBlackRock, Inc. | Stock | 109,536 | $127.7M | 1.9% | −594−0.5% | Reduced | History |
| CBChubb Ltd | Stock | 436,609 | $123.2M | 1.8% | +1,160+0.3% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,109,748 | $108.7M | 1.6% | +34,937+3.3% | Added | History |
| BLDRBuilders FirstSource, Inc. | Stock | 870,088 | $105.5M | 1.5% | −3,868−0.4% | Reduced | History |
| VIKViking Holdings Ltd | ORD SHS | 1,681,006 | $104.5M | 1.5% | +2,536+0.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 101,742 | $94.2M | 1.4% | −2,139−2.1% | Reduced | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,050,411 | $91.4M | 1.3% | −21,956−2.0% | Reduced | – |
| CDWCDW Corp | COM | 501,141 | $79.8M | 1.2% | −333−0.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 115,895 | $77.2M | 1.1% | +369+0.3% | Added | History |
| PGRProgressive Corp | Stock | 311,744 | $77.0M | 1.1% | +42,636+15.8% | Added | History |
| AMTAmerican Tower Corp | REIT | 396,800 | $76.3M | 1.1% | −8,752−2.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 207,026 | $73.0M | 1.1% | +1,929+0.9% | Added | History |
| EOGEOG Resources Inc | Stock | 629,372 | $70.6M | 1.0% | −9,883−1.5% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 403,504 | $67.5M | 1.0% | −28,641−6.6% | Reduced | History |
| CROXCrocs, Inc. | COM | 736,229 | $61.5M | 0.9% | −57,995−7.3% | Reduced | History |
| MELIMercadolibre Inc | COM | 23,137 | $54.1M | 0.8% | +23,137 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 84,377 | $51.7M | 0.8% | +16,066+23.5% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 145,535 | $50.3M | 0.7% | −164,282−53.0% | Reduced | History |
| TJXTJX Companies Inc | Stock | 338,394 | $48.9M | 0.7% | −16,488−4.6% | Reduced | History |
| ARCCAres Capital Corp | CEF | 2,391,286 | $48.8M | 0.7% | +724,913+43.5% | Added | History |
| IAUiShares Gold Trust | ETF | 619,495 | $45.1M | 0.7% | −16,460−2.6% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 66,594 | $44.6M | 0.7% | +165+0.2% | Added | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 297,872 | $38.1M | 0.6% | −1,041−0.3% | Reduced | – |
| ACNAccenture plc | Stock | 150,337 | $37.1M | 0.5% | −213,209−58.6% | Reduced | History |
| SHWSherwin Williams Co | COM | 100,023 | $34.6M | 0.5% | −1,814−1.8% | Reduced | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 614,328 | $31.2M | 0.5% | +272,477+79.7% | Added | – |
| FISVFiserv Inc | Stock | 238,221 | $30.7M | 0.5% | −91,120−27.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 163,628 | $30.3M | 0.4% | −2,349−1.4% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 58,381 | $27.3M | 0.4% | +156+0.3% | Added | – |
| GLDSPDR Gold Trust | ETF | 75,393 | $26.8M | 0.4% | −480−0.6% | Reduced | History |
| LLYEli Lilly & Co | Stock | 34,343 | $26.2M | 0.4% | −1,604−4.5% | Reduced | History |
| CVXChevron Corp | Stock | 144,988 | $22.5M | 0.3% | −19,266−11.7% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 299,421 | $21.4M | 0.3% | +195,404+187.9% | Added | – |
| ROPRoper Technologies Inc | Stock | 41,427 | $20.7M | 0.3% | −573−1.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 85,370 | $19.8M | 0.3% | −736−0.9% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 251,757 | $19.2M | 0.3% | +143,322+132.2% | Added | History |
| ORCLOracle Corp | Stock | 61,618 | $17.3M | 0.3% | −94−0.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 58,791 | $16.6M | 0.2% | −619−1.0% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 174,207 | $16.3M | 0.2% | −3,640−2.0% | Reduced | – |
| SCHWSchwab Charles Corp | Stock | 169,728 | $16.2M | 0.2% | −3,675−2.1% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 55,078 | $16.2M | 0.2% | −882−1.6% | Reduced | History |
| ABTAbbott Laboratories | Stock | 103,216 | $13.8M | 0.2% | −19,483−15.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 97,140 | $13.6M | 0.2% | −3,670−3.6% | Reduced | History |
| TSLATesla, Inc. | Stock | 30,286 | $13.5M | 0.2% | +341+1.1% | Added | History |
| NEENextera Energy Inc | Stock | 167,619 | $12.7M | 0.2% | +3,958+2.4% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 210,085 | $12.6M | 0.2% | +3,558+1.7% | Added | – |
| MCDMcDonalds Corp | Stock | 40,724 | $12.4M | 0.2% | −1,884−4.4% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 178,648 | $12.2M | 0.2% | +2,761+1.6% | Added | History |
| VVisa Inc. | Stock | 35,375 | $12.1M | 0.2% | −141−0.4% | Reduced | History |
| SYKStryker Corp | Stock | 32,129 | $11.9M | 0.2% | −72−0.2% | Reduced | History |
| RTXRTX Corp | Stock | 67,878 | $11.4M | 0.2% | +236+0.3% | Added | History |
| MCKMcKesson Corp | Stock | 14,199 | $11.0M | 0.2% | −1,923−11.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 32,945 | $10.9M | 0.2% | −293−0.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 69,022 | $10.6M | 0.2% | −2,977−4.1% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 55,790 | $10.6M | 0.2% | −3,527−5.9% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 158,814 | $10.4M | 0.2% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 34,752 | $9.80M | 0.1% | −4,470−11.4% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 83,648 | $9.43M | 0.1% | −981−1.2% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,684 | $9.35M | 0.1% | −150−0.9% | Reduced | History |
| KOCoca Cola Co | Stock | 137,579 | $9.12M | 0.1% | −6,097−4.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $9.05M | 0.1% | +1+9.1% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 36,026 | $8.72M | 0.1% | −423−1.2% | Reduced | – |
| TXNTexas Instruments Inc | Stock | 46,844 | $8.61M | 0.1% | −1,325−2.8% | Reduced | History |
| LOWLowes Companies Inc | Stock | 32,755 | $8.23M | 0.1% | −240−0.7% | Reduced | History |
| WMTWalmart Inc. | Stock | 79,681 | $8.21M | 0.1% | −716−0.9% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 94,545 | $7.94M | 0.1% | −1,413−1.5% | Reduced | History |
| JBLJabil Inc | Stock | 36,040 | $7.83M | 0.1% | −500−1.4% | Reduced | History |
| APHAmphenol Corp | CL A | 61,473 | $7.61M | 0.1% | −272−0.4% | Reduced | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 36,268 | $7.50M | 0.1% | −50.0% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 130,389 | $7.06M | 0.1% | +35,987+38.1% | Added | – |
| EPDEnterprise Products Partners L.P. | Stock | 216,493 | $6.77M | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 55,010 | $6.64M | 0.1% | 00.0% | Unchanged | – |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $6.60M | 0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 46,795 | $6.51M | 0.1% | −12,652−21.3% | Reduced | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 80,747 | $6.44M | 0.1% | +42,808+112.8% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,013 | $6.11M | 0.1% | −528−2.2% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,159 | $6.10M | 0.1% | −78−0.8% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 33,351 | $6.08M | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 25,396 | $6.02M | 0.1% | −586−2.3% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,244 | $5.99M | 0.1% | 00.0% | Unchanged | – |
| ECLEcolab Inc. | Stock | 21,179 | $5.80M | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 15,680 | $5.73M | 0.1% | +128+0.8% | Added | – |
| ITWIllinois Tool Works Inc | Stock | 21,458 | $5.60M | 0.1% | −173−0.8% | Reduced | History |
Sold out since Q2 2025 (14)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 215,284 | $75.6M | 1.2% | History |
| BALLBALL Corp | COM | 6,183 | $346.8K | <0.1% | History |
| SNOWSnowflake Inc. | Stock | 1,326 | $296.7K | <0.1% | History |
| ROOTRoot, Inc. | CL A NEW | 2,145 | $274.5K | <0.1% | History |
| TTDTrade Desk, Inc. | Stock | 3,593 | $258.7K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 3,385 | $252.7K | <0.1% | History |
| CECelanese Corp | Stock | 4,300 | $237.9K | <0.1% | History |
| ELVElevance Health, Inc. | Stock | 596 | $231.8K | <0.1% | History |
| OKEONEOK Inc | COM | 2,739 | $223.6K | <0.1% | History |
| NVRNVR Inc | COM | 29 | $214.2K | <0.1% | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 4,475 | $212.4K | <0.1% | – |
| BAXBaxter International Inc | Stock | 6,711 | $203.2K | <0.1% | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 10,408 | $119.5K | <0.1% | History |
| DYNCDynamix Corp | SHS CL A | 10,270 | $104.8K | <0.1% | History |