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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
413
+7 vs. Q2 2025
Portfolio value
$6.81B
+$383.1M (+6.0%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Evercore Wealth Management, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
STTState Street CorpCOM3,545$411.3K<0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,512$412.4K<0.1%−27−1.8%ReducedHistory
RJFRaymond James Financial IncCOM2,428$419.1K<0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM1,846$423.6K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A1,302$439.4K<0.1%−1,358−51.1%ReducedHistory
CCitigroup IncStock4,426$449.2K<0.1%+48+1.1%AddedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO3,401$449.6K<0.1%−9,567−73.8%Reduced–
TPRTapestry, Inc.COM4,002$453.1K<0.1%00.0%UnchangedHistory
RKLBRocket Lab CorpCOM9,495$454.9K<0.1%00.0%UnchangedHistory
IMXIInternational Money Express, Inc.COM33,158$463.2K<0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock2,321$465.3K<0.1%00.0%UnchangedHistory
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS10,500$467.0K<0.1%00.0%UnchangedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK18,150$473.2K<0.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW1,060$474.1K<0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock2,542$475.8K<0.1%−1,000−28.2%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF2,583$481.7K<0.1%−217−7.8%Reduced–
NOCNorthrop Grumman CorpStock802$488.7K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM995$488.8K<0.1%−25−2.5%ReducedHistory
CRWVCoreWeave, Inc.Stock3,600$492.7K<0.1%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF5,433$496.7K<0.1%+89+1.7%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF3,499$498.3K<0.1%00.0%Unchanged–
CMICummins IncStock1,181$498.8K<0.1%−53−4.3%ReducedHistory
iShares Russell 2000 Growth ETF464287648ETF1,560$499.3K<0.1%00.0%Unchanged–
OBDCBlue Owl Capital CorpCOM39,800$508.2K<0.1%00.0%UnchangedHistory
BBYBest Buy Co IncStock6,794$513.8K<0.1%−81−1.2%ReducedHistory
EIXEdison InternationalStock9,301$514.2K<0.1%+60+0.6%AddedHistory
CSXCSX CorpStock14,540$516.3K<0.1%00.0%UnchangedHistory
ANAutonation, Inc.COM2,368$518.0K<0.1%00.0%UnchangedHistory
RNRRenaissancere Holdings LtdCOM2,067$524.9K<0.1%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM3,102$536.3K<0.1%−185−5.6%ReducedHistory
ROKRockwell Automation, IncStock1,563$546.3K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM11,968$547.2K<0.1%−520−4.2%ReducedHistory
MSCIMSCI Inc.Stock969$549.8K<0.1%−30−3.0%ReducedHistory
MPCMarathon Petroleum CorpStock2,865$552.2K<0.1%00.0%UnchangedHistory
CTSHCognizant Technology Solutions CorpCL A8,251$553.4K<0.1%−840−9.2%ReducedHistory
GWWW.W. Grainger, Inc.Stock581$553.7K<0.1%−100−14.7%ReducedHistory
TTTrane Technologies plcSHS1,316$555.3K<0.1%00.0%UnchangedHistory
GBTCGrayscale Bitcoin Trust ETFETF6,250$561.1K<0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock3,790$563.2K<0.1%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM2,260$568.4K<0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock1,896$569.6K<0.1%−250−11.6%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF5,692$570.3K<0.1%−2,800−33.0%Reduced–
BNYBank of New York Mellon CorpStock5,313$578.9K<0.1%+1,400+35.8%AddedHistory
EVREvercore Inc.CLASS A1,720$580.2K<0.1%00.0%UnchangedHistory
MLMMartin Marietta Materials IncCOM928$584.9K<0.1%00.0%UnchangedHistory
WWDWoodward, Inc.COM2,316$585.3K<0.1%−43−1.8%ReducedHistory
CMECME Group Inc.COM2,177$588.2K<0.1%00.0%UnchangedHistory
AWKAmerican Water Works Company, Inc.Stock4,264$593.5K<0.1%+44+1.0%AddedHistory
MKCMcCormick & Co IncStock9,082$607.7K<0.1%00.0%UnchangedHistory
BSXBoston Scientific CorpStock6,284$613.5K<0.1%−4,250−40.3%ReducedHistory
MUMicron Technology IncStock3,684$616.4K<0.1%−67−1.8%ReducedHistory
PSAPublic StorageCOM2,147$620.3K<0.1%−16−0.7%ReducedHistory
INTUIntuit Inc.Stock916$625.5K<0.1%−63−6.4%ReducedHistory
PCTPureCycle Technologies, Inc.COM50,000$657.5K<0.1%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock2,760$660.7K<0.1%+252+10.0%AddedHistory
iShares Tr464288885EAFE GRWTH ETF5,802$660.7K<0.1%−75−1.3%Reduced–
REGNRegeneron Pharmaceuticals, Inc.COM1,191$669.7K<0.1%−160−11.8%ReducedHistory
LRCXLam Research CorpStock5,154$690.1K<0.1%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock1,526$697.8K<0.1%+2+0.1%AddedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF15,473$699.5K<0.1%−4,185−21.3%Reduced–
MCOMoodys CorpStock1,504$716.6K<0.1%00.0%UnchangedHistory
TPLTexas Pacific Land CorpStock776$724.5K<0.1%00.0%UnchangedHistory
URIUnited Rentals, Inc.COM788$752.3K<0.1%−105−11.8%ReducedHistory
DPZDominos Pizza IncCOM1,755$757.7K<0.1%−18−1.0%ReducedHistory
CORCencora, Inc.Stock2,440$762.6K<0.1%00.0%UnchangedHistory
KLACKLA CorpCOM NEW710$765.8K<0.1%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM9,871$769.0K<0.1%+316+3.3%AddedHistory
PANWPalo Alto Networks IncStock3,784$770.5K<0.1%00.0%UnchangedHistory
DHIHorton D R IncCOM4,572$774.8K<0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF4,400$778.0K<0.1%−49−1.1%Reduced–
GBDCGolub Capital BDC, Inc.COM56,976$780.0K<0.1%+7,138+14.3%AddedHistory
PRMPerimeter Solutions, Inc.COMMON STOCK35,000$783.6K<0.1%00.0%UnchangedHistory
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF25,000$784.5K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,000$792.2K<0.1%−975−10.9%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,712$793.9K<0.1%00.0%UnchangedHistory
EDConsolidated Edison IncStock8,120$816.2K<0.1%+100+1.2%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM14,334$818.5K<0.1%00.0%Unchanged–
VRTXVertex Pharmaceuticals IncStock2,106$824.8K<0.1%−22−1.0%ReducedHistory
COFCapital One Financial CorpStock3,895$828.0K<0.1%+1,984+103.8%AddedHistory
DEDeere & CoStock1,826$835.0K<0.1%−250−12.0%ReducedHistory
LINLinde PLCStock1,777$844.1K<0.1%−20−1.1%ReducedHistory
SPHSuburban Propane Partners LPUNIT LTD PARTN45,438$847.4K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock13,198$871.9K<0.1%+411+3.2%AddedHistory
DELLDell Technologies Inc.Stock6,217$881.4K<0.1%+462+8.0%AddedHistory
JEFJefferies Financial Group Inc.COM13,753$899.7K<0.1%+645+4.9%AddedHistory
STESTERIS plcSHS USD3,696$914.5K<0.1%00.0%UnchangedHistory
SOSouthern CoStock9,743$923.3K<0.1%−1,025−9.5%ReducedHistory
IOTSamsara Inc.Stock25,000$931.3K<0.1%+25,000NewHistory
BMYBristol Myers Squibb CoStock21,174$954.9K<0.1%+30.0%AddedHistory
BKNGBooking Holdings Inc.Stock182$982.7K<0.1%−5−2.7%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF18,659$996.4K<0.1%−1,002−5.1%Reduced–
SEISolaris Energy Infrastructure, Inc.COM CL A25,000$999.3K<0.1%+25,000NewHistory
HOODRobinhood Markets, Inc.Stock6,991$1.00M<0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock8,335$1.04M<0.1%−1,000−10.7%ReducedHistory
ANETArista Networks, Inc.Stock7,203$1.05M<0.1%00.0%UnchangedHistory
TGTTarget CorpStock11,912$1.07M<0.1%+30.0%AddedHistory
EQIXEquinix IncCOM1,386$1.09M<0.1%−27−1.9%ReducedHistory
NOWServiceNow, Inc.Stock1,199$1.10M<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock25,270$1.11M<0.1%−907−3.5%ReducedHistory
GDGeneral Dynamics CorpStock3,262$1.11M<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (14)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Evercore Wealth Management, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ANSSAnsys IncCOM215,284$75.6M1.2%History
BALLBALL CorpCOM6,183$346.8K<0.1%History
SNOWSnowflake Inc.Stock1,326$296.7K<0.1%History
ROOTRoot, Inc.CL A NEW2,145$274.5K<0.1%History
TTDTrade Desk, Inc.Stock3,593$258.7K<0.1%History
EMNEastman Chemical CoStock3,385$252.7K<0.1%History
CECelanese CorpStock4,300$237.9K<0.1%History
ELVElevance Health, Inc.Stock596$231.8K<0.1%History
OKEONEOK IncCOM2,739$223.6K<0.1%History
NVRNVR IncCOM29$214.2K<0.1%History
WisdomTree Tr97717W422INDIA ERNGS FD4,475$212.4K<0.1%–
BAXBaxter International IncStock6,711$203.2K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM10,408$119.5K<0.1%History
DYNCDynamix CorpSHS CL A10,270$104.8K<0.1%History