Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 420
- +7 vs. Q3 2025
- Portfolio value
- $6.82B
- +$9.37M (+0.1%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,576,554 | $428.6M | 6.3% | −42,757−2.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,264,901 | $422.4M | 6.2% | −73,632−3.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 811,533 | $392.5M | 5.8% | −7,862−1.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 953,003 | $299.1M | 4.4% | −24,182−2.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,144,774 | $264.2M | 3.9% | −7,477−0.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 751,368 | $235.2M | 3.4% | −15,303−2.0% | Reduced | History |
| MAMastercard Inc | Stock | 399,179 | $227.9M | 3.3% | −6,348−1.6% | Reduced | History |
| MSMorgan Stanley | Stock | 1,216,602 | $216.0M | 3.2% | −27,530−2.2% | Reduced | History |
| BXBlackstone Inc. | COM | 1,317,092 | $203.0M | 3.0% | −16,559−1.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 586,994 | $189.1M | 2.8% | −4,016−0.7% | Reduced | History |
| AZOAutoZone Inc | COM | 51,961 | $176.2M | 2.6% | +371+0.7% | Added | History |
| CBRECbre Group, Inc. | CL A | 997,000 | $160.3M | 2.3% | −26,385−2.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 274,755 | $159.2M | 2.3% | −5,543−2.0% | Reduced | History |
| HDHome Depot, Inc. | Stock | 440,318 | $151.5M | 2.2% | −4,762−1.1% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 2,459,053 | $147.8M | 2.2% | −39,165−1.6% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 155,237 | $144.9M | 2.1% | −4,043−2.5% | Reduced | History |
| CBChubb Ltd | Stock | 429,476 | $134.0M | 2.0% | −7,133−1.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 266,447 | $133.9M | 2.0% | −1,878−0.7% | Reduced | History |
| VIKViking Holdings Ltd | ORD SHS | 1,657,751 | $118.4M | 1.7% | −23,255−1.4% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 108,567 | $116.2M | 1.7% | −969−0.9% | Reduced | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,033,859 | $91.1M | 1.3% | −16,552−1.6% | Reduced | – |
| UBERUber Technologies, Inc | Stock | 1,087,599 | $88.9M | 1.3% | −22,149−2.0% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 101,236 | $87.3M | 1.3% | −506−0.5% | Reduced | History |
| BLDRBuilders FirstSource, Inc. | Stock | 819,418 | $84.3M | 1.2% | −50,670−5.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 116,548 | $79.5M | 1.2% | +653+0.6% | Added | History |
| ADBEAdobe Inc. | Stock | 210,633 | $73.7M | 1.1% | +3,607+1.7% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 108,649 | $68.1M | 1.0% | +24,272+28.8% | Added | – |
| PGRProgressive Corp | Stock | 277,253 | $63.1M | 0.9% | −34,491−11.1% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 357,516 | $62.8M | 0.9% | −39,284−9.9% | Reduced | History |
| CDWCDW Corp | COM | 457,544 | $62.3M | 0.9% | −43,597−8.7% | Reduced | History |
| SNSharkNinja, Inc. | COM SHS | 537,662 | $60.2M | 0.9% | +537,662 | New | History |
| ARCCAres Capital Corp | CEF | 2,938,357 | $59.4M | 0.9% | +547,071+22.9% | Added | History |
| EOGEOG Resources Inc | Stock | 552,254 | $58.0M | 0.8% | −77,118−12.3% | Reduced | History |
| CROXCrocs, Inc. | COM | 638,274 | $54.6M | 0.8% | −97,955−13.3% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 395,015 | $53.9M | 0.8% | −8,489−2.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 78,610 | $53.8M | 0.8% | +12,016+18.0% | Added | – |
| IAUiShares Gold Trust | ETF | 625,719 | $50.8M | 0.7% | +6,224+1.0% | Added | History |
| MELIMercadolibre Inc | COM | 23,609 | $47.6M | 0.7% | +472+2.0% | Added | History |
| TJXTJX Companies Inc | Stock | 306,077 | $47.0M | 0.7% | −32,317−9.6% | Reduced | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 289,661 | $41.8M | 0.6% | −8,211−2.8% | Reduced | – |
| LLYEli Lilly & Co | Stock | 34,846 | $37.4M | 0.5% | +503+1.5% | Added | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 709,587 | $35.9M | 0.5% | +95,259+15.5% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 108,010 | $35.7M | 0.5% | −37,525−25.8% | Reduced | History |
| ACNAccenture plc | Stock | 132,792 | $35.6M | 0.5% | −17,545−11.7% | Reduced | History |
| JNJJohnson & Johnson | Stock | 156,319 | $32.4M | 0.5% | −7,309−4.5% | Reduced | History |
| SHWSherwin Williams Co | COM | 98,818 | $32.0M | 0.5% | −1,205−1.2% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 353,898 | $30.2M | 0.4% | +102,141+40.6% | Added | History |
| GLDSPDR Gold Trust | ETF | 73,834 | $29.3M | 0.4% | −1,559−2.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 61,676 | $29.2M | 0.4% | +3,295+5.6% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 383,246 | $28.2M | 0.4% | +83,825+28.0% | Added | – |
| CVXChevron Corp | Stock | 153,950 | $23.5M | 0.3% | +8,962+6.2% | Added | History |
| ABBVAbbVie Inc. | Stock | 83,900 | $19.2M | 0.3% | −1,470−1.7% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 180,501 | $17.3M | 0.3% | +6,294+3.6% | Added | – |
| ROPRoper Technologies Inc | Stock | 38,871 | $17.3M | 0.3% | −2,556−6.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 57,605 | $17.1M | 0.3% | −1,186−2.0% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 169,676 | $17.0M | 0.2% | −520.0% | Reduced | History |
| TSLATesla, Inc. | Stock | 36,436 | $16.4M | 0.2% | +6,150+20.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 55,003 | $14.1M | 0.2% | −75−0.1% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 182,310 | $14.0M | 0.2% | +3,662+2.0% | Added | History |
| NEENextera Energy Inc | Stock | 172,668 | $13.9M | 0.2% | +5,049+3.0% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 218,960 | $13.7M | 0.2% | +8,875+4.2% | Added | – |
| PEPPepsiCo Inc | Stock | 92,303 | $13.2M | 0.2% | −4,837−5.0% | Reduced | History |
| ABTAbbott Laboratories | Stock | 97,909 | $12.3M | 0.2% | −5,307−5.1% | Reduced | History |
| VVisa Inc. | Stock | 34,956 | $12.3M | 0.2% | −419−1.2% | Reduced | History |
| ORCLOracle Corp | Stock | 61,329 | $12.0M | 0.2% | −289−0.5% | Reduced | History |
| RTXRTX Corp | Stock | 64,302 | $11.8M | 0.2% | −3,576−5.3% | Reduced | History |
| MCDMcDonalds Corp | Stock | 38,009 | $11.6M | 0.2% | −2,715−6.7% | Reduced | History |
| MCKMcKesson Corp | Stock | 14,137 | $11.6M | 0.2% | −62−0.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 32,508 | $11.3M | 0.2% | −437−1.3% | Reduced | History |
| SYKStryker Corp | Stock | 30,129 | $10.6M | 0.2% | −2,000−6.2% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 152,310 | $10.1M | 0.1% | −6,504−4.1% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 51,505 | $9.87M | 0.1% | −4,285−7.7% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 93,100 | $9.80M | 0.1% | −1,445−1.5% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 81,349 | $9.79M | 0.1% | −2,299−2.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 67,199 | $9.63M | 0.1% | −1,823−2.6% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 39,079 | $9.62M | 0.1% | +3,053+8.5% | Added | – |
| KOCoca Cola Co | Stock | 134,856 | $9.43M | 0.1% | −2,723−2.0% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,560 | $9.39M | 0.1% | −124−0.8% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 63,628 | $9.16M | 0.1% | −5,876−8.5% | ReducedConverted for a 2-for-1 split | – |
| WMTWalmart Inc. | Stock | 79,320 | $8.84M | 0.1% | −361−0.5% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $8.30M | 0.1% | −1−8.3% | Reduced | History |
| APHAmphenol Corp | CL A | 61,317 | $8.29M | 0.1% | −156−0.3% | Reduced | History |
| JBLJabil Inc | Stock | 35,840 | $8.17M | 0.1% | −200−0.6% | Reduced | History |
| LOWLowes Companies Inc | Stock | 32,250 | $7.78M | 0.1% | −505−1.5% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 142,085 | $7.64M | 0.1% | +11,696+9.0% | Added | – |
| TXNTexas Instruments Inc | Stock | 42,906 | $7.44M | 0.1% | −3,938−8.4% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 46,725 | $7.23M | 0.1% | −70−0.1% | Reduced | – |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $7.05M | 0.1% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 216,493 | $6.94M | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,595 | $6.73M | 0.1% | −415−0.8% | Reduced | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 36,200 | $6.72M | 0.1% | −68−0.2% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 24,899 | $6.60M | 0.1% | −497−2.0% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,703 | $6.27M | 0.1% | +459+2.5% | Added | – |
| AMATApplied Materials Inc | Stock | 23,961 | $6.16M | 0.1% | −31−0.1% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 122,252 | $6.07M | 0.1% | +92,411+309.7% | Added | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 72,104 | $6.03M | 0.1% | −8,643−10.7% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 33,351 | $5.93M | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,723 | $5.86M | 0.1% | −1,290−5.4% | Reduced | – |
| AMGNAmgen Inc | Stock | 17,906 | $5.86M | 0.1% | −56−0.3% | Reduced | History |
| ECLEcolab Inc. | Stock | 20,811 | $5.46M | 0.1% | −368−1.7% | Reduced | History |
Sold out since Q3 2025 (19)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 238,221 | $30.7M | 0.5% | History |
| NVTnVent Electric plc | SHS | 3,542 | $349.4K | <0.1% | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,197 | $312.0K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 3,487 | $304.2K | <0.1% | – |
| STZConstellation Brands, Inc. | Stock | 2,250 | $303.0K | <0.1% | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,854 | $301.5K | <0.1% | – |
| HUBBHubbell Inc | COM | 653 | $281.0K | <0.1% | History |
| CTVACorteva, Inc. | Stock | 3,902 | $263.9K | <0.1% | History |
| SLGSL Green Realty Corp | COM | 3,972 | $237.6K | <0.1% | History |
| ADSKAutodesk, Inc. | COM | 735 | $233.5K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 3,403 | $225.7K | <0.1% | – |
| LHLabcorp Holdings Inc. | Stock | 784 | $225.1K | <0.1% | History |
| CTASCintas Corp | Stock | 1,048 | $215.1K | <0.1% | History |
| GAMGeneral American Investors Co Inc | COM | 3,313 | $206.1K | <0.1% | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 5,060 | $204.8K | <0.1% | History |
| WEXWEX Inc. | COM | 1,286 | $202.6K | <0.1% | History |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,500 | $201.6K | <0.1% | – |
| DDominion Energy, Inc | Stock | 3,294 | $201.5K | <0.1% | History |
| NETDNabors Energy Transition Corp. II | CL A | 11,596 | $130.0K | <0.1% | History |