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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
418
−2 vs. Q4 2025
Portfolio value
$6.36B
−$464.5M (−6.8%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Evercore Wealth Management, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
SXTSensient Technologies CorpCOM4,000$345.8K<0.1%00.0%UnchangedHistory
CICigna GroupStock1,301$347.0K<0.1%+35+2.8%AddedHistory
DGXQuest Diagnostics IncCOM1,786$350.0K<0.1%00.0%UnchangedHistory
RJFRaymond James Financial IncCOM2,428$351.6K<0.1%00.0%UnchangedHistory
Vanguard Index FDS922908652EXTEND MKT ETF1,755$361.2K<0.1%00.0%Unchanged–
EXPEExpedia Group, Inc.Stock1,655$382.1K<0.1%00.0%UnchangedHistory
BIIBBiogen Inc.COM2,112$387.2K<0.1%−30−1.4%ReducedHistory
MKLMarkel Group Inc.COM203$388.6K<0.1%00.0%UnchangedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,182$395.7K<0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,827$396.9K<0.1%00.0%Unchanged–
ALLAllstate CorpStock1,915$397.1K<0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM1,836$402.1K<0.1%−10−0.5%ReducedHistory
AEEAmeren CorpCOM3,670$403.4K<0.1%00.0%UnchangedHistory
IMXIInternational Money Express, Inc.COM26,508$418.8K<0.1%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM2,260$428.8K<0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock1,482$430.5K<0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock2,362$430.9K<0.1%−4−0.2%ReducedHistory
WBSWebster Financial CorpCOM6,222$431.9K<0.1%−20.0%ReducedHistory
JCIJohnson Controls International plcStock3,304$432.7K<0.1%00.0%UnchangedHistory
ANAutonation, Inc.COM2,225$434.5K<0.1%00.0%UnchangedHistory
MKCMcCormick & Co IncStock8,702$438.9K<0.1%00.0%UnchangedHistory
WTMWhite Mountains Insurance Group LtdCOM200$439.4K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM7,834$444.0K<0.1%−5,000−39.0%Reduced–
BBYBest Buy Co IncStock6,974$447.7K<0.1%+255+3.8%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF3,499$448.3K<0.1%00.0%Unchanged–
STTState Street CorpCOM3,545$448.7K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock8,908$457.8K<0.1%−2,650−22.9%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM6,390$463.6K<0.1%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF5,344$474.0K<0.1%00.0%Unchanged–
ISRGIntuitive Surgical IncCOM NEW1,029$474.4K<0.1%−16−1.5%ReducedHistory
NSCNorfolk Southern CorpStock1,667$478.4K<0.1%−229−12.1%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF5,232$480.1K<0.1%00.0%Unchanged–
HOODRobinhood Markets, Inc.Stock6,991$484.5K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM10,723$492.9K<0.1%−1,155−9.7%ReducedHistory
JEFJefferies Financial Group Inc.COM11,963$493.7K<0.1%00.0%UnchangedHistory
CCitigroup IncStock4,376$496.3K<0.1%−50−1.1%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A8,178$501.7K<0.1%−73−0.9%ReducedHistory
PANWPalo Alto Networks IncStock3,139$503.2K<0.1%+93+3.1%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF3,992$509.9K<0.1%+1,500+60.2%Added–
EVREvercore Inc.CLASS A1,720$513.4K<0.1%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock473$516.0K<0.1%00.0%UnchangedHistory
PCTPureCycle Technologies, Inc.COM100,000$519.0K<0.1%00.0%UnchangedHistory
MSCIMSCI Inc.Stock969$522.3K<0.1%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock5,030$525.9K<0.1%−825−14.1%ReducedHistory
URIUnited Rentals, Inc.COM743$541.3K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF2,773$544.1K<0.1%00.0%Unchanged–
MLMMartin Marietta Materials IncCOM928$546.3K<0.1%00.0%UnchangedHistory
DPZDominos Pizza IncCOM1,525$547.2K<0.1%−200−11.6%ReducedHistory
NOCNorthrop Grumman CorpStock802$547.2K<0.1%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM3,038$547.5K<0.1%−15−0.5%ReducedHistory
TTTrane Technologies plcSHS1,316$548.4K<0.1%00.0%UnchangedHistory
OBDCBlue Owl Capital CorpCOM49,800$550.8K<0.1%+10,000+25.1%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock2,221$555.0K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock1,563$560.9K<0.1%00.0%UnchangedHistory
TPRTapestry, Inc.COM4,000$564.4K<0.1%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock2,728$573.0K<0.1%−14−0.5%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock4,220$574.3K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock14,222$583.8K<0.1%−276−1.9%ReducedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK24,650$584.0K<0.1%+2,500+11.3%AddedHistory
BHSTBioharvest Sciences Inc.COM NEW139,470$605.3K<0.1%00.0%UnchangedHistory
RNRRenaissancere Holdings LtdCOM2,044$607.5K<0.1%00.0%UnchangedHistory
RKLBRocket Lab CorpCOM9,495$609.8K<0.1%00.0%UnchangedHistory
DHIHorton D R IncCOM4,523$620.6K<0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF3,300$625.6K<0.1%−1,100−25.0%Reduced–
CMICummins IncStock1,168$628.4K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock5,313$630.3K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM2,160$638.0K<0.1%00.0%UnchangedHistory
iShares Tr464288885EAFE GRWTH ETF5,775$643.2K<0.1%−27−0.5%Reduced–
MCOMoodys CorpStock1,489$649.6K<0.1%−15−1.0%ReducedHistory
MSIMotorola Solutions, Inc.Stock1,524$661.4K<0.1%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock2,828$690.5K<0.1%−37−1.3%ReducedHistory
EIXEdison InternationalStock9,451$691.6K<0.1%+140+1.5%AddedHistory
INTUIntuit Inc.Stock1,603$693.1K<0.1%+687+75.0%AddedHistory
WWDWoodward, Inc.COM2,000$715.8K<0.1%−316−13.6%ReducedHistory
MOAltria Group, Inc.Stock11,078$731.0K<0.1%−2,177−16.4%ReducedHistory
TELTE Connectivity plcStock3,510$733.7K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF15,473$735.4K<0.1%00.0%Unchanged–
AJGArthur J. Gallagher & Co.COM3,464$750.2K<0.1%−220−6.0%ReducedHistory
BKNGBooking Holdings Inc.Stock182$766.3K<0.1%00.0%UnchangedHistory
CORCencora, Inc.Stock2,440$766.5K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock8,464$779.7K<0.1%−227−2.6%ReducedHistory
KMBKimberly Clark CorpStock8,097$781.1K<0.1%−194−2.3%ReducedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,712$793.0K<0.1%00.0%UnchangedHistory
GBDCGolub Capital BDC, Inc.COM62,814$795.2K<0.1%+5,838+10.2%AddedHistory
STESTERIS plcSHS USD3,696$817.3K<0.1%00.0%UnchangedHistory
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF25,000$849.3K<0.1%00.0%Unchanged–
PRMPerimeter Solutions, Inc.COMMON STOCK35,000$854.7K<0.1%00.0%UnchangedHistory
SOSouthern CoStock8,902$859.2K<0.1%00.0%UnchangedHistory
LINLinde PLCStock1,753$869.1K<0.1%−24−1.4%ReducedHistory
ANETArista Networks, Inc.Stock7,203$884.4K<0.1%00.0%UnchangedHistory
SPHSuburban Propane Partners LPUNIT LTD PARTN45,438$894.7K<0.1%00.0%UnchangedHistory
QQnity Electronics, Inc.COMMON STOCK7,758$895.1K<0.1%−1,388−15.2%ReducedHistory
Profesionally Managed Portfo74316P579AKRE FOCUS ETF17,003$898.6K<0.1%−19,152−53.0%Reduced–
EDConsolidated Edison IncStock8,111$918.0K<0.1%−150−1.8%ReducedHistory
CMCSAComcast CorpStock32,018$919.2K<0.1%−2,734−7.9%ReducedHistory
VRTXVertex Pharmaceuticals IncStock2,098$936.8K<0.1%−8−0.4%ReducedHistory
VZVerizon Communications IncStock18,953$951.5K<0.1%−4,532−19.3%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,000$960.3K<0.1%00.0%Unchanged–
REGNRegeneron Pharmaceuticals, Inc.COM1,254$968.9K<0.1%+75+6.4%AddedHistory
KLACKLA CorpCOM NEW680$1.00M<0.1%−30−4.2%ReducedHistory

Sold out since Q4 2025 (21)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Evercore Wealth Management, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
BWABorgwarner IncCOM36,221$1.63M<0.1%History
IOTSamsara Inc.Stock25,215$893.9K<0.1%History
EXEExpand Energy CorpCOM5,028$554.9K<0.1%History
BSXBoston Scientific CorpStock3,210$306.1K<0.1%History
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF5,000$290.6K<0.1%–
RIOTRiot Platforms, Inc.COM20,000$253.4K<0.1%History
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,896$239.6K<0.1%History
ALNYAlnylam Pharmaceuticals, Inc.COM600$238.6K<0.1%History
XYLXylem Inc.COM1,639$223.2K<0.1%History
ROIVRoivant Sciences Ltd.SHS10,000$217.0K<0.1%History
TAT&T Inc.Stock8,710$216.4K<0.1%History
VMRKVivmark ResidentialSH BEN INT3,421$215.7K<0.1%History
WisdomTree Tr97717W422INDIA ERNGS FD4,475$207.1K<0.1%–
AAgilent Technologies, Inc.COM1,508$205.2K<0.1%History
FSLRFirst Solar, Inc.Stock783$204.5K<0.1%History
ELVElevance Health, Inc.Stock579$203.0K<0.1%History
METMetlife IncStock2,570$202.9K<0.1%History
HYACHaymaker Acquisition Corp VCLASS A16,763$190.8K<0.1%History
ALISUCalisa Acquisition CorpUNIT 09/11/203016,590$173.4K<0.1%History
Factorial Energy Inc.G19307100COM CL A10,100$104.0K<0.1%–
BRBSBlue Ridge Bankshares, Inc.COM20,000$85.4K<0.1%History