Evercore Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 411
Total Value: 2375321656
Accession Number: 0001172661-25-002000
Form Type: 13F-HR
CIK: 0001482689
Manager Name: Evercore Wealth Management, LLC

Data Enrichment

89% identified

365 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

411 positions • $2,375,321.656K total value

411 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 21

Sort by:

Apple Inc.

AAPL|037833100

1533496(-2.8%)

Value:

$340.6B(-13.8%)

NVIDIA CORP

NVDA|67066G104

2171803(+3.9%)

Value:

$235.4B(-16.2%)

Mastercard Inc

MA|57636Q104

369979(+42672.1%)

Value:

$202.8B(+44422.6%)

AUTOZONE INC

AZO|053332102

47085(+44742.8%)

Value:

$179.5B(+53296.6%)

HOME DEPOT, INC.

HD|437076102

404525(+44598.9%)

Value:

$148.3B(+42013.4%)

Alphabet Inc.

GOOG|02079K107

870813(+23790.6%)

Value:

$136.0B(+19499.0%)

Alphabet Inc.

GOOGL|02079K305

727294(+125295.5%)

Value:

$112.5B(+102336.2%)

BlackRock, Inc.

BLK|09290D101

101874(+23591.6%)

Value:

$96.4B(+21774.4%)

CDW Corp

CDW|12514G108

449766(+30187.3%)

Value:

$72.1B(+27789.3%)

PROGRESSIVE CORP/OH/

PGR|743315103

207645(+798534.6%)

Value:

$58.8B(+943168.2%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

92791(+309.2%)

Value:

$51.9B(+290.6%)

464287200

IVV|464287200

67064(-1.7%)

Value:

$37.7B(-6.2%)

SHERWIN WILLIAMS CO

SHW|824348106

99914(+2329.2%)

Value:

$34.9B(+2395.4%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

51798(+7993.4%)

Value:

$27.6B(+9409.4%)

ROPER TECHNOLOGIES INC

ROP|776696106

40984(-10.3%)

Value:

$24.2B(+1.7%)

JOHNSON & JOHNSON

JNJ|478160104

141025(+352462.5%)

Value:

$23.4B(+404180.0%)

CBRE GROUP, INC.

CBRE|12504L109

146363(+4738.4%)

Value:

$19.1B(+4719.6%)

MORGAN STANLEY

MS|617446448

151845(+3563.3%)

Value:

$17.7B(+3299.6%)

ABBOTT LABORATORIES

ABT|002824100

125325(+6427.3%)

Value:

$16.6B(+7555.0%)

97717W307

DLN|97717W307

197391(+0.4%)

Value:

$15.7B(+2.5%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	1.5M	QoQ -2.82% (-44.5K) YoY +778.82% (+1.4M)	All Managers (Combined)	$340.6M	QoQ -13.80% (-$54.5M) YoY +1038.40% (+$310.7M)
Nvidia Corp(NVDAcusip67066G104)	2.2M	QoQ +3.87% (-81.0K) YoY +906.72% (+2.0M)	All Managers (Combined)	$235.4M	QoQ -16.16% (-$45.4M) YoY +20.75% (+$40.5M)
Mastercard Inc(MAcusip57636Q104)	370.0K	QoQ +42672.13% (+369.1K) YoY +594.95% (+316.7K)	All Managers (Combined)	$202.8M	QoQ +44422.60% (+$202.3M) YoY +690.99% (+$177.2M)
Autozone Inc(AZOcusip053332102)	47.1K	QoQ +44742.85% (+47.0K) YoY +497.37% (+39.2K)	All Managers (Combined)	$179.5M	QoQ +53296.61% (+$179.2M) YoY +622.68% (+$154.7M)
Home Depot, Inc.(HDcusip437076102)	404.5K	QoQ +44598.89% (+403.6K) YoY +609.69% (+347.5K)	All Managers (Combined)	$148.3M	QoQ +42013.44% (+$147.9M) YoY +578.03% (+$126.4M)
Alphabet Inc.(GOOGcusip02079K107)	870.8K	QoQ +23790.61% (+867.2K) YoY +576.56% (+742.1K)	All Managers (Combined)	$136.0M	QoQ +19498.98% (+$135.4M) YoY +594.21% (+$116.4M)
Alphabet Inc.(GOOGLcusip02079K305)	727.3K	QoQ +125295.51% (+726.7K) YoY +125295.51% (+726.7K)	All Managers (Combined)	$112.5M	QoQ +102336.20% (+$112.4M) YoY +128378.51% (+$112.4M)
Blackrock, Inc.(BLKcusip09290D101)	101.9K	QoQ +23591.62% (+101.4K) YoY NEW(+101.9K)	All Managers (Combined)	$96.4M	QoQ +21774.40% (+$96.0M) YoY NEW(+$96.4M)
Cdw Corp(CDWcusip12514G108)	449.8K	QoQ +30187.27% (+448.3K) YoY +663.98% (+390.9K)	All Managers (Combined)	$72.1M	QoQ +27789.25% (+$71.8M) YoY +378.67% (+$57.0M)
Progressive Corp/Oh/(PGRcusip743315103)	207.6K	QoQ +798534.61% (+207.6K) YoY +494292.85% (+207.6K)	All Managers (Combined)	$58.8M	QoQ +943168.23% (+$58.8M) YoY +676455.50% (+$58.8M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	92.8K	QoQ +309.20% (+70.1K) YoY +282.04% (+68.5K)	All Managers (Combined)	$51.9M	QoQ +290.57% (+$38.6M) YoY +308.57% (+$39.2M)
(IVVcusip464287200)	67.1K	QoQ -1.73% (-1.2K) YoY -3.91% (-2.7K)	All Managers (Combined)	$37.7M	QoQ -6.20% (-$2.5M) YoY +2.70% (-$991.0K)
Sherwin Williams Co(SHWcusip824348106)	99.9K	QoQ +2329.22% (+95.8K) YoY -4.53% (-4.8K)	All Managers (Combined)	$34.9M	QoQ +2395.39% (+$33.5M) YoY -4.02% (-$1.5M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	51.8K	QoQ +7993.43% (+51.2K) YoY +3.51% (+1.8K)	All Managers (Combined)	$27.6M	QoQ +9409.36% (+$27.3M) YoY +31.09% (+$6.5M)
Roper Technologies Inc(ROPcusip776696106)	41.0K	QoQ -10.32% (-4.7K) YoY +1033.72% (+37.4K)	All Managers (Combined)	$24.2M	QoQ +1.70% (-$404.6K) YoY +1091.81% (+$22.1M)
Johnson & Johnson(JNJcusip478160104)	141.0K	QoQ +352462.50% (+141.0K) YoY -12.46% (-20.1K)	All Managers (Combined)	$23.4M	QoQ +404180.03% (+$23.4M) YoY -8.23% (-$2.1M)
Cbre Group, Inc.(CBREcusip12504L109)	146.4K	QoQ +4738.44% (+143.3K) YoY -85.76% (-882.0K)	All Managers (Combined)	$19.1M	QoQ +4719.65% (+$18.7M) YoY -80.85% (-$80.9M)
Morgan Stanley(MScusip617446448)	151.8K	QoQ +3563.32% (+147.7K) YoY -86.74% (-993.4K)	All Managers (Combined)	$17.7M	QoQ +3299.62% (+$17.2M) YoY -83.57% (-$90.1M)
Abbott Laboratories(ABTcusip002824100)	125.3K	QoQ +6427.34% (+123.4K) YoY +5545.27% (+123.1K)	All Managers (Combined)	$16.6M	QoQ +7554.96% (+$16.4M) YoY +6488.47% (+$16.4M)
(DLNcusip97717W307)	197.4K	QoQ +0.44% (+879) YoY -78.68% (-728.6K)	All Managers (Combined)	$15.7M	QoQ +2.48% (+$380.3K) YoY -76.56% (-$51.2M)