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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Coinbase Global, Inc.

COIN|19260Q107

Shares:2.7K

Value:$465.0K

% of Portfolio:0.0% ($465.0K/$2.4B)

Tesla, Inc.

TSLA|88160R101

Shares:1.8K

Value:$456.1K

% of Portfolio:0.0% ($456.1K/$2.4B)

464288414

MUB|464288414

Shares:4.3K

Value:$453.1K

% of Portfolio:0.0% ($453.1K/$2.4B)

GENERAL MILLS INC

GIS|370334104

Shares:7.5K

Value:$448.1K

% of Portfolio:0.0% ($448.1K/$2.4B)

CME GROUP INC.

CME|12572Q105

Shares:1.7K

Value:$444.9K

% of Portfolio:0.0% ($444.9K/$2.4B)

Kenvue Inc.

KVUE|49177J102

Shares:18.5K

Value:$443.7K

% of Portfolio:0.0% ($443.7K/$2.4B)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:928

Value:$443.7K

% of Portfolio:0.0% ($443.7K/$2.4B)

81369Y704

Shares:3.4K

Value:$441.1K

% of Portfolio:0.0% ($441.1K/$2.4B)

ORACLE CORP

ORCL|68389X105

Shares:3.1K

Value:$433.4K

% of Portfolio:0.0% ($433.4K/$2.4B)

RTX Corp

RTX|75513E101

Shares:3.3K

Value:$433.0K

% of Portfolio:0.0% ($433.0K/$2.4B)

Phillips 66

PSX|718546104

Shares:3.5K

Value:$432.2K

% of Portfolio:0.0% ($432.2K/$2.4B)

Woodward, Inc.

WWD|980745103

Shares:2.4K

Value:$430.5K

% of Portfolio:0.0% ($430.5K/$2.4B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:678

Value:$430.0K

% of Portfolio:0.0% ($430.0K/$2.4B)

EOG RESOURCES INC

EOG|26875P101

Shares:3.4K

Value:$429.6K

% of Portfolio:0.0% ($429.6K/$2.4B)

808524763

FNDA|808524763

Shares:15.6K

Value:$426.3K

% of Portfolio:0.0% ($426.3K/$2.4B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:2.3K

Value:$423.5K

% of Portfolio:0.0% ($423.5K/$2.4B)

International Money Express, Inc.

IMXI|46005L101

Shares:33.2K

Value:$418.5K

% of Portfolio:0.0% ($418.5K/$2.4B)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.9K

Value:$417.4K

% of Portfolio:0.0% ($417.4K/$2.4B)

CSX CORP

CSX|126408103

Shares:14.0K

Value:$413.0K

% of Portfolio:0.0% ($413.0K/$2.4B)

Root, Inc.

ROOT|77664L207

Shares:3.1K

Value:$412.7K

% of Portfolio:0.0% ($412.7K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Coinbase Global, Inc.(COINcusip19260Q107)	2.7K	QoQ -2.52% (-70) YoY -12.87% (-399)	All Managers (Combined)	$465.0K	0.0% ($465.0K/$2.4B)	QoQ -32.38% (-$222.8K) YoY -43.40% (-$356.6K)
Tesla, Inc.(TSLAcusip88160R101)	1.8K	QoQ -3.34% (-61) YoY -95.71% (-39.3K)	All Managers (Combined)	$456.1K	0.0% ($456.1K/$2.4B)	QoQ -37.97% (-$279.3K) YoY -93.68% (-$6.8M)
(MUBcusip464288414)	4.3K	QoQ -0.85% (-37) YoY -8.61% (-405)	All Managers (Combined)	$453.1K	0.0% ($453.1K/$2.4B)	QoQ -1.88% (-$8.7K) YoY -10.44% (-$52.9K)
GENERAL MILLS INC(GIScusip370334104)	7.5K	QoQ +24883.33% (+7.5K) YoY +24883.33% (+7.5K)	All Managers (Combined)	$448.1K	0.0% ($448.1K/$2.4B)	QoQ +23325.30% (+$446.2K) YoY +21249.49% (+$446.0K)
CME GROUP INC.(CMEcusip12572Q105)	1.7K	QoQ -11.36% (-215) YoY -20.74% (-439)	All Managers (Combined)	$444.9K	0.0% ($444.9K/$2.4B)	QoQ +1.25% (-$5.5K) YoY -2.34% (-$10.7K)
Kenvue Inc.(KVUEcusip49177J102)	18.5K	QoQ -4.89% (-952) YoY -27.89% (-7.2K)	All Managers (Combined)	$443.7K	0.0% ($443.7K/$2.4B)	QoQ +6.82% (-$28.3K) YoY -19.43% (-$107.0K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	928	QoQ 0.00% (-0) YoY -0.53% (-5)	All Managers (Combined)	$443.7K	0.0% ($443.7K/$2.4B)	QoQ -7.42% (-$35.6K) YoY -22.53% (-$129.1K)
(cusip81369Y704)✕	3.4K	QoQ -75.55% (-10.4K) YoY -10.79% (-407)	All Managers (Combined)	$441.1K	0.0% ($441.1K/$2.4B)	QoQ -75.68% (-$1.4M) YoY -7.17% (-$34.1K)
ORACLE CORP(ORCLcusip68389X105)	3.1K	QoQ -1.27% (-40) YoY -95.18% (-61.3K)	All Managers (Combined)	$433.4K	0.0% ($433.4K/$2.4B)	QoQ -17.16% (-$89.8K) YoY -94.64% (-$7.7M)
RTX Corp(RTXcusip75513E101)	3.3K	QoQ -18.66% (-750) YoY -40.00% (-2.2K)	All Managers (Combined)	$433.0K	0.0% ($433.0K/$2.4B)	QoQ -6.89% (-$32.1K) YoY -18.52% (-$98.4K)
Phillips 66(PSXcusip718546104)	3.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$432.2K	0.0% ($432.2K/$2.4B)	QoQ +8.38% (+$33.4K) YoY -24.40% (-$139.5K)
Woodward, Inc.(WWDcusip980745103)	2.4K	QoQ 0.00% (+0) YoY -2.56% (-62)	All Managers (Combined)	$430.5K	0.0% ($430.5K/$2.4B)	QoQ +9.65% (+$37.9K) YoY +15.37% (-$57.4K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	678	QoQ +11.69% (-71) YoY +21.50% (-120)	All Managers (Combined)	$430.0K	0.0% ($430.0K/$2.4B)	QoQ -0.54% (-$2.4K) YoY -19.93% (-$107.1K)
EOG RESOURCES INC(EOGcusip26875P101)	3.4K	QoQ 0.00% (+0) YoY -99.37% (-530.1K)	All Managers (Combined)	$429.6K	0.0% ($429.6K/$2.4B)	QoQ +4.61% (+$19.0K) YoY -99.37% (-$67.8M)
(FNDAcusip808524763)	15.6K	QoQ 0.00% (-0) YoY NEW(+15.6K)	All Managers (Combined)	$426.3K	0.0% ($426.3K/$2.4B)	QoQ -7.77% (-$36.0K) YoY NEW(+$426.3K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	2.3K	QoQ 0.00% (-0) YoY -0.68% (-16)	All Managers (Combined)	$423.5K	0.0% ($423.5K/$2.4B)	QoQ -4.34% (-$19.2K) YoY +23.63% (-$81.0K)
International Money Express, Inc.(IMXIcusip46005L101)	33.2K	QoQ 0.00% (-0) YoY -0.36% (-121)	All Managers (Combined)	$418.5K	0.0% ($418.5K/$2.4B)	QoQ -39.41% (-$272.2K) YoY -44.92% (-$341.3K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.9K	QoQ 0.00% (+0) YoY -43.43% (-2.2K)	All Managers (Combined)	$417.4K	0.0% ($417.4K/$2.4B)	QoQ +4.43% (+$17.7K) YoY -59.10% (-$603.2K)
CSX CORP(CSXcusip126408103)	14.0K	QoQ +1069.41% (+12.8K) YoY +1069.41% (+12.8K)	All Managers (Combined)	$413.0K	0.0% ($413.0K/$2.4B)	QoQ +966.49% (+$374.3K) YoY +828.40% (+$368.5K)
Root, Inc.(ROOTcusip77664L207)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$412.7K	0.0% ($412.7K/$2.4B)	QoQ NEW(+$412.7K) YoY NEW(+$412.7K)