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

Page 15 of 21

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Archer Aviation Inc.

ACHR|03945R102

Shares:38.8K

Value:$275.5K

% of Portfolio:0.0% ($275.5K/$2.4B)

HAWAIIAN ELECTRIC INDUSTRIES INC

HE|419870100

Shares:25.0K

Value:$273.8K

% of Portfolio:0.0% ($273.8K/$2.4B)

ANSYS INC

ANSS|03662Q105

Shares:860

Value:$272.2K

% of Portfolio:0.0% ($272.2K/$2.4B)

ONEOK INC /NEW/

OKE|682680103

Shares:2.7K

Value:$271.8K

% of Portfolio:0.0% ($271.8K/$2.4B)

46434V613

Shares:5.8K

Value:$267.8K

% of Portfolio:0.0% ($267.8K/$2.4B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:486

Value:$267.3K

% of Portfolio:0.0% ($267.3K/$2.4B)

78468R788

Shares:6.0K

Value:$264.2K

% of Portfolio:0.0% ($264.2K/$2.4B)

BIO-TECHNE Corp

TECH|09073M104

Shares:4.5K

Value:$263.0K

% of Portfolio:0.0% ($263.0K/$2.4B)

Elevance Health, Inc.

ELV|036752103

Shares:596

Value:$259.2K

% of Portfolio:0.0% ($259.2K/$2.4B)

G6363K106

Shares:23.5K

Value:$257.1K

% of Portfolio:0.0% ($257.1K/$2.4B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.5K

Value:$255.6K

% of Portfolio:0.0% ($255.6K/$2.4B)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:2.1K

Value:$255.3K

% of Portfolio:0.0% ($255.3K/$2.4B)

HALOZYME THERAPEUTICS, INC.

HALO|40637H109

Shares:4.0K

Value:$255.2K

% of Portfolio:0.0% ($255.2K/$2.4B)

Johnson Controls International plc

JCI|G51502105

Shares:3.2K

Value:$253.1K

% of Portfolio:0.0% ($253.1K/$2.4B)

464287564

ICF|464287564

Shares:4.1K

Value:$252.3K

% of Portfolio:0.0% ($252.3K/$2.4B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:2.9K

Value:$250.0K

% of Portfolio:0.0% ($250.0K/$2.4B)

46641Q225

BBCA|46641Q225

Shares:3.5K

Value:$249.5K

% of Portfolio:0.0% ($249.5K/$2.4B)

81369Y852

Shares:2.6K

Value:$246.4K

% of Portfolio:0.0% ($246.4K/$2.4B)

Joby Aviation, Inc.

JOBY|G65163100

Shares:40.5K

Value:$243.7K

% of Portfolio:0.0% ($243.7K/$2.4B)

GRACO INC

GGG|384109104

Shares:2.9K

Value:$241.2K

% of Portfolio:0.0% ($241.2K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Archer Aviation Inc.(ACHRcusip03945R102)	38.8K	QoQ +4.02% (-1.5K) YoY +4.02% (+1.5K)	All Managers (Combined)	$275.5K	0.0% ($275.5K/$2.4B)	QoQ -24.14% (-$87.7K) YoY +60.09% (+$103.4K)
HAWAIIAN ELECTRIC INDUSTRIES INC(HEcusip419870100)	25.0K	QoQ 0.00% (+0) YoY NEW(+25.0K)	All Managers (Combined)	$273.8K	0.0% ($273.8K/$2.4B)	QoQ +12.53% (+$30.5K) YoY NEW(+$273.8K)
ANSYS INC(ANSScusip03662Q105)	860	QoQ 0.00% (-0) YoY -96.32% (-22.6K)	All Managers (Combined)	$272.2K	0.0% ($272.2K/$2.4B)	QoQ -6.15% (-$17.9K) YoY -96.65% (-$7.9M)
ONEOK INC /NEW/(OKEcusip682680103)	2.7K	QoQ 0.00% (-0) YoY -0.03% (-1)	All Managers (Combined)	$271.8K	0.0% ($271.8K/$2.4B)	QoQ -1.17% (-$3.2K) YoY +23.71% (-$52.1K)
(cusip46434V613)✕	5.8K	QoQ 0.00% (+0) YoY NEW(+5.8K)	All Managers (Combined)	$267.8K	0.0% ($267.8K/$2.4B)	QoQ +1.94% (+$5.1K) YoY NEW(+$267.8K)
Spotify Technology S.A.(SPOTcusipL8681T102)	486	QoQ -41.09% (-339) YoY -41.09% (-339)	All Managers (Combined)	$267.3K	0.0% ($267.3K/$2.4B)	QoQ -27.57% (-$101.8K) YoY +22.78% (-$49.6K)
(cusip78468R788)✕	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$264.2K	0.0% ($264.2K/$2.4B)	QoQ +2.35% (+$6.1K) YoY +8.72% (+$21.2K)
BIO-TECHNE Corp(TECHcusip09073M104)	4.5K	QoQ +5801.31% (+4.4K) YoY -21.89% (-1.3K)	All Managers (Combined)	$263.0K	0.0% ($263.0K/$2.4B)	QoQ +4703.72% (+$257.5K) YoY -34.94% (-$141.2K)
Elevance Health, Inc.(ELVcusip036752103)	596	QoQ -3.08% (-19) YoY -19.35% (-143)	All Managers (Combined)	$259.2K	0.0% ($259.2K/$2.4B)	QoQ +14.26% (-$32.4K) YoY -32.34% (-$124.0K)
(cusipG6363K106)✕	23.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$257.1K	0.0% ($257.1K/$2.4B)	QoQ +1.38% (+$3.5K) YoY +5.28% (+$12.9K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.5K	QoQ -68.32% (-5.5K) YoY -68.32% (-5.5K)	All Managers (Combined)	$255.6K	0.0% ($255.6K/$2.4B)	QoQ -64.22% (-$458.9K) YoY -53.34% (-$292.3K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	2.1K	QoQ +1275.33% (+1.9K) YoY 0.00% (+0)	All Managers (Combined)	$255.3K	0.0% ($255.3K/$2.4B)	QoQ +1455.48% (+$238.8K) YoY +20.06% (+$42.7K)
HALOZYME THERAPEUTICS, INC.(HALOcusip40637H109)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$255.2K	0.0% ($255.2K/$2.4B)	QoQ NEW(+$255.2K) YoY NEW(+$255.2K)
Johnson Controls International plc(JCIcusipG51502105)	3.2K	QoQ +2078.62% (+3.0K) YoY -5.89% (-198)	All Managers (Combined)	$253.1K	0.0% ($253.1K/$2.4B)	QoQ +2111.15% (+$241.6K) YoY +15.40% (-$33.8K)
(ICFcusip464287564)	4.1K	QoQ 0.00% (+0) YoY -19.60% (-1.0K)	All Managers (Combined)	$252.3K	0.0% ($252.3K/$2.4B)	QoQ +2.10% (+$5.2K) YoY -14.26% (-$42.0K)
ENTERGY CORP /DE/(ETRcusip29364G103)	2.9K	QoQ -0.06% (-2) YoY NEW(+2.9K)	All Managers (Combined)	$250.0K	0.0% ($250.0K/$2.4B)	QoQ +12.67% (-$28.1K) YoY NEW(+$250.0K)
(BBCAcusip46641Q225)	3.5K	QoQ 0.00% (+0) YoY NEW(+3.5K)	All Managers (Combined)	$249.5K	0.0% ($249.5K/$2.4B)	QoQ +1.37% (+$3.4K) YoY NEW(+$249.5K)
(cusip81369Y852)✕	2.6K	QoQ 0.00% (-0) YoY -90.57% (-24.5K)	All Managers (Combined)	$246.4K	0.0% ($246.4K/$2.4B)	QoQ -0.37% (-$920) YoY -88.86% (-$2.0M)
Joby Aviation, Inc.(JOBYcusipG65163100)	40.5K	QoQ +80.00% (+18.0K) YoY +80.00% (+18.0K)	All Managers (Combined)	$243.7K	0.0% ($243.7K/$2.4B)	QoQ +33.28% (+$60.9K) YoY +102.16% (+$123.2K)
GRACO INC(GGGcusip384109104)	2.9K	QoQ 0.00% (-0) YoY -6.83% (-212)	All Managers (Combined)	$241.2K	0.0% ($241.2K/$2.4B)	QoQ -0.92% (-$2.3K) YoY -16.75% (-$48.5K)