Evercore Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Evercore Wealth Management, LLC
Data Enrichment
89% identified
365 identified46 unidentified

Holdings

411 positions
Manager:
Search and click to pin securities to the top
Page 1 of 21
Apple Inc.
Shares:
1533496(-2.8%)
Value:
$340.6B(-13.8%)
NVIDIA CORP
Shares:
2171803(+3.9%)
Value:
$235.4B(-16.2%)
Mastercard Inc
Shares:
369979(+42672.1%)
Value:
$202.8B(+44422.6%)
AUTOZONE INC
Shares:
47085(+44742.8%)
Value:
$179.5B(+53296.6%)
HOME DEPOT, INC.
Shares:
404525(+44598.9%)
Value:
$148.3B(+42013.4%)
Alphabet Inc.
Shares:
870813(+23790.6%)
Value:
$136.0B(+19499.0%)
Alphabet Inc.
Shares:
727294(+125295.5%)
Value:
$112.5B(+102336.2%)
BlackRock, Inc.
Shares:
101874(+23591.6%)
Value:
$96.4B(+21774.4%)
CDW Corp
Shares:
449766(+30187.3%)
Value:
$72.1B(+27789.3%)
PROGRESSIVE CORP/OH/
Shares:
207645(+798534.6%)
Value:
$58.8B(+943168.2%)
SPDR S&P 500 ETF TRUST
Shares:
92791(+309.2%)
Value:
$51.9B(+290.6%)
464287200
Shares:
67064(-1.7%)
Value:
$37.7B(-6.2%)
SHERWIN WILLIAMS CO
Shares:
99914(+2329.2%)
Value:
$34.9B(+2395.4%)
BERKSHIRE HATHAWAY INC
Shares:
51798(+7993.4%)
Value:
$27.6B(+9409.4%)
ROPER TECHNOLOGIES INC
Shares:
40984(-10.3%)
Value:
$24.2B(+1.7%)
JOHNSON & JOHNSON
Shares:
141025(+352462.5%)
Value:
$23.4B(+404180.0%)
CBRE GROUP, INC.
Shares:
146363(+4738.4%)
Value:
$19.1B(+4719.6%)
MORGAN STANLEY
Shares:
151845(+3563.3%)
Value:
$17.7B(+3299.6%)
ABBOTT LABORATORIES
Shares:
125325(+6427.3%)
Value:
$16.6B(+7555.0%)
97717W307
Shares:
197391(+0.4%)
Value:
$15.7B(+2.5%)