Evercore-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JOBY",
  "HOOD",
  "NVR",
  "GDX",
  null,
  "RJF",
  "AES",
  "AAXJ",
  null,
  "ATR",
  "MU",
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "JEF",
  "VONG",
  "ALL",
  "GOOGL",
  "RIOT",
  null,
  null,
  "AXP",
  null,
  null,
  null,
  null,
  "GDXJ",
  null,
  "BLK",
  "AYI",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "BSX",
  null,
  "DBEF",
  "COF",
  "CMI",
  "DUK",
  "D",
  "PRM",
  "EOG",
  "EXPE",
  "VIK",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "BRBS",
  "HD",
  "MCD",
  "INTU",
  "RPM",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "MGNX",
  "IVW",
  null,
  "IJH",
  "ROOT",
  "LAB",
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  "ICF",
  "LIN",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "EVR",
  "GE",
  "HE",
  "GLNG",
  "HIG",
  "ORLY",
  "EMN",
  "DLN",
  "BX",
  "AMP",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  "VGIT",
  "VHT",
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "GBDC",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  "KVUE",
  "DGX",
  "REGN",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "RSG",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "SOUN",
  "VV",
  "SCHW",
  "ACU",
  "SPH",
  "VWO",
  null,
  "JBL",
  "SIVR",
  "ACHR",
  "IWV",
  null,
  null,
  null,
  "PRF",
  "VIG",
  null,
  "IWO",
  "XLB",
  "MTD",
  "IWN",
  "GGG",
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "VYM",
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "ADSK",
  "AEE",
  "ACGL",
  "AFL",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "WAB",
  "GNRC",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "HSIC",
  "WEX",
  "ROIV",
  null,
  "IFF",
  "IMXI",
  "IDXX",
  "DHI",
  "AMZN",
  "MSI",
  null,
  "IVE",
  "PLUG",
  null,
  "TPL",
  null,
  "BBCA",
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  "VOOV",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WBS",
  "WFC",
  "WLY",
  "WTM",
  "WMB",
  "WWD",
  null,
  "YUM",
  "XYL",
  "SOLV",
  null,
  null,
  null,
  "SCHD",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  "MSCI",
  "NSC",
  null,
  "JCI",
  "NXPI",
  "LH",
  "MKL",
  null,
  "SO",
  "SXT",
  "SON",
  "OTIS",
  "SLG",
  "PSX",
  "CRM",
  "RNR",
  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  "HALO",
  null,
  "GEV",
  "ZBH",
  "MCK",
  "GWW",
  "PSA",
  null,
  "STE",
  "KMB",
  "AN",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BBY",
  "TECH",
  "BA",
  "BWA",
  "BMY",
  "BIP",
  "BLDR",
  "BAM.TO",
  "CARR",
  "CSL",
  "CE",
  "CBRE",
  "CDW",
  "CSR",
  "CHGG",
  "CVX",
  "GTLS",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CME",
  "KO",
  "COIN",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CROX",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DFAX",
  "DFAC",
  "DLR",
  "DPZ",
  "RSP",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

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: evercore-wealth-management
Manager Name: Evercore-Wealth-Management

Data Enrichment

89% identified

365 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

411 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288885

EFG|464288885

Shares:5.9K

Value:$587.7K

% of Portfolio:0.0% ($587.7K/$2.4B)

CATERPILLAR INC

CAT|149123101

Shares:1.8K

Value:$583.4K

% of Portfolio:0.0% ($583.4K/$2.4B)

HORTON D R INC /DE/

DHI|23331A109

Shares:4.6K

Value:$581.2K

% of Portfolio:0.0% ($581.2K/$2.4B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.4K

Value:$576.5K

% of Portfolio:0.0% ($576.5K/$2.4B)

MSCI Inc.

MSCI|55354G100

Shares:999

Value:$564.9K

% of Portfolio:0.0% ($564.9K/$2.4B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.7K

Value:$564.3K

% of Portfolio:0.0% ($564.3K/$2.4B)

Arista Networks, Inc.

ANET|040413205

Shares:7.2K

Value:$558.1K

% of Portfolio:0.0% ($558.1K/$2.4B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:13.2K

Value:$550.4K

% of Portfolio:0.0% ($550.4K/$2.4B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.6K

Value:$535.1K

% of Portfolio:0.0% ($535.1K/$2.4B)

46641Q332

Shares:9.3K

Value:$533.3K

% of Portfolio:0.0% ($533.3K/$2.4B)

922908744

VTV|922908744

Shares:3.0K

Value:$522.5K

% of Portfolio:0.0% ($522.5K/$2.4B)

92189F791

GDXJ|92189F791

Shares:9.0K

Value:$513.4K

% of Portfolio:0.0% ($513.4K/$2.4B)

921946406

VYM|921946406

Shares:4.0K

Value:$513.4K

% of Portfolio:0.0% ($513.4K/$2.4B)

KLA CORP

KLAC|482480100

Shares:742

Value:$504.4K

% of Portfolio:0.0% ($504.4K/$2.4B)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:1.1K

Value:$500.8K

% of Portfolio:0.0% ($500.8K/$2.4B)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:2.1K

Value:$496.1K

% of Portfolio:0.0% ($496.1K/$2.4B)

STARBUCKS CORP

SBUX|855244109

Shares:5.0K

Value:$487.8K

% of Portfolio:0.0% ($487.8K/$2.4B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:977

Value:$483.9K

% of Portfolio:0.0% ($483.9K/$2.4B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.6K

Value:$478.4K

% of Portfolio:0.0% ($478.4K/$2.4B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.0K

Value:$468.9K

% of Portfolio:0.0% ($468.9K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFGcusip464288885)	5.9K	QoQ 0.00% (+0) YoY -51.06% (-6.1K)	All Managers (Combined)	$587.7K	0.0% ($587.7K/$2.4B)	QoQ +3.27% (+$18.6K) YoY -52.85% (-$658.8K)
CATERPILLAR INC(CATcusip149123101)	1.8K	QoQ 0.00% (-0) YoY -79.73% (-7.0K)	All Managers (Combined)	$583.4K	0.0% ($583.4K/$2.4B)	QoQ -9.08% (-$58.3K) YoY -81.76% (-$2.6M)
HORTON D R INC /DE/(DHIcusip23331A109)	4.6K	QoQ 0.00% (-0) YoY -2.59% (-122)	All Managers (Combined)	$581.2K	0.0% ($581.2K/$2.4B)	QoQ -9.07% (-$58.0K) YoY -24.74% (-$191.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.4K	QoQ 0.00% (+0) YoY -1.46% (-35)	All Managers (Combined)	$576.5K	0.0% ($576.5K/$2.4B)	QoQ +2.33% (+$13.1K) YoY +20.66% (-$98.7K)
MSCI Inc.(MSCIcusip55354G100)	999	QoQ 0.00% (-0) YoY -5.21% (-55)	All Managers (Combined)	$564.9K	0.0% ($564.9K/$2.4B)	QoQ -5.75% (-$34.5K) YoY -4.36% (-$25.8K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.7K	QoQ -81.85% (-12.0K) YoY -42.01% (-1.9K)	All Managers (Combined)	$564.3K	0.0% ($564.3K/$2.4B)	QoQ -82.99% (-$2.8M) YoY -40.17% (-$379.0K)
Arista Networks, Inc.(ANETcusip040413205)	7.2K	QoQ +6825.96% (+7.1K) YoY NEW(+7.2K)	All Managers (Combined)	$558.1K	0.0% ($558.1K/$2.4B)	QoQ +4755.05% (+$546.6K) YoY NEW(+$558.1K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	13.2K	QoQ +2586.93% (+12.7K) YoY +3111.21% (+12.8K)	All Managers (Combined)	$550.4K	0.0% ($550.4K/$2.4B)	QoQ +2829.45% (+$531.6K) YoY +2349.07% (+$527.9K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.6K	QoQ -6.06% (-100) YoY -52.14% (-1.7K)	All Managers (Combined)	$535.1K	0.0% ($535.1K/$2.4B)	QoQ +14.25% (-$66.8K) YoY -33.92% (-$274.8K)
(cusip46641Q332)✕	9.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$533.3K	0.0% ($533.3K/$2.4B)	QoQ -0.67% (-$3.6K) YoY -1.24% (-$6.7K)
(VTVcusip922908744)	3.0K	QoQ 0.00% (+0) YoY -4.57% (-145)	All Managers (Combined)	$522.5K	0.0% ($522.5K/$2.4B)	QoQ +2.03% (+$10.4K) YoY +1.21% (-$6.3K)
(GDXJcusip92189F791)	9.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$513.4K	0.0% ($513.4K/$2.4B)	QoQ +33.80% (+$129.7K) YoY +47.65% (+$165.7K)
(VYMcusip921946406)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$513.4K	0.0% ($513.4K/$2.4B)	QoQ +1.07% (+$5.5K) YoY +6.58% (+$31.7K)
KLA CORP(KLACcusip482480100)	742	QoQ -1.32% (-10) YoY -9.17% (-75)	All Managers (Combined)	$504.4K	0.0% ($504.4K/$2.4B)	QoQ +6.44% (-$30.6K) YoY -11.62% (-$66.3K)
DOMINOS PIZZA INC(DPZcusip25754A201)	1.1K	QoQ +445.00% (+890) YoY -45.47% (-909)	All Managers (Combined)	$500.8K	0.0% ($500.8K/$2.4B)	QoQ +496.53% (+$416.8K) YoY -49.58% (-$492.5K)
RENAISSANCERE HOLDINGS LTD(RNRcusipG7496G103)	2.1K	QoQ 0.00% (-0) YoY -7.51% (-168)	All Managers (Combined)	$496.1K	0.0% ($496.1K/$2.4B)	QoQ -3.54% (-$18.2K) YoY -5.56% (-$29.2K)
STARBUCKS CORP(SBUXcusip855244109)	5.0K	QoQ -14.52% (-845) YoY -49.02% (-4.8K)	All Managers (Combined)	$487.8K	0.0% ($487.8K/$2.4B)	QoQ -8.11% (-$43.1K) YoY -45.28% (-$403.7K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	977	QoQ +1256.94% (+905) YoY +1152.56% (+899)	All Managers (Combined)	$483.9K	0.0% ($483.9K/$2.4B)	QoQ +1187.56% (+$446.3K) YoY +1454.43% (+$452.8K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.6K	QoQ +4283.78% (+1.6K) YoY +4283.78% (+1.6K)	All Managers (Combined)	$478.4K	0.0% ($478.4K/$2.4B)	QoQ +4357.73% (+$467.6K) YoY +5236.45% (+$469.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$468.9K	0.0% ($468.9K/$2.4B)	QoQ -8.27% (-$42.3K) YoY +5.61% (+$24.9K)