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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DOMINION ENERGY, INC

D|25746U109

Shares:3.7K

Value:$208.1K

% of Portfolio:0.0% ($208.1K/$2.4B)

464288661

Shares:1.8K

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$2.4B)

46429B697

USMV|46429B697

Shares:2.2K

Value:$207.0K

% of Portfolio:0.0% ($207.0K/$2.4B)

METLIFE INC

MET|59156R108

Shares:2.6K

Value:$206.3K

% of Portfolio:0.0% ($206.3K/$2.4B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:1.8K

Value:$206.2K

% of Portfolio:0.0% ($206.2K/$2.4B)

AFLAC INC

AFL|001055102

Shares:1.9K

Value:$205.9K

% of Portfolio:0.0% ($205.9K/$2.4B)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:6.9K

Value:$205.4K

% of Portfolio:0.0% ($205.4K/$2.4B)

SHOPIFY INC.

SHOP|82509L107

Shares:2.1K

Value:$204.3K

% of Portfolio:0.0% ($204.3K/$2.4B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:877

Value:$204.1K

% of Portfolio:0.0% ($204.1K/$2.4B)

464287226

Shares:2.0K

Value:$202.3K

% of Portfolio:0.0% ($202.3K/$2.4B)

ACME UNITED CORP

ACU|004816104

Shares:5.1K

Value:$202.0K

% of Portfolio:0.0% ($202.0K/$2.4B)

WEX Inc.

WEX|96208T104

Shares:1.3K

Value:$201.9K

% of Portfolio:0.0% ($201.9K/$2.4B)

46137V688

Shares:2.0K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$2.4B)

KKR & Co. Inc.

KKR|48251W104

Shares:1.7K

Value:$200.4K

% of Portfolio:0.0% ($200.4K/$2.4B)

G4375F108

Shares:17.8K

Value:$195.4K

% of Portfolio:0.0% ($195.4K/$2.4B)

Viking Holdings Ltd

VIK|G93A5A101

Shares:4.9K

Value:$194.0K

% of Portfolio:0.0% ($194.0K/$2.4B)

FISERV INC

FI|337738108

Shares:870

Value:$192.1K

% of Portfolio:0.0% ($192.1K/$2.4B)

VISA INC.

V|92826C839

Shares:545

Value:$191.0K

% of Portfolio:0.0% ($191.0K/$2.4B)

81369Y209

Shares:1.3K

Value:$189.8K

% of Portfolio:0.0% ($189.8K/$2.4B)

DOW INC.

DOW|260557103

Shares:4.7K

Value:$165.8K

% of Portfolio:0.0% ($165.8K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOMINION ENERGY, INC(Dcusip25746U109)	3.7K	QoQ +7324.00% (+3.7K) YoY +7324.00% (+3.7K)	All Managers (Combined)	$208.1K	0.0% ($208.1K/$2.4B)	QoQ +7628.62% (+$205.4K) YoY +8364.09% (+$205.7K)
(cusip464288661)✕	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$207.9K	0.0% ($207.9K/$2.4B)	QoQ +2.23% (+$4.5K) YoY +2.00% (+$4.1K)
(USMVcusip46429B697)	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$207.0K	0.0% ($207.0K/$2.4B)	QoQ +5.48% (+$10.8K) YoY NEW(+$207.0K)
METLIFE INC(METcusip59156R108)	2.6K	QoQ 0.00% (-0) YoY -28.09% (-1.0K)	All Managers (Combined)	$206.3K	0.0% ($206.3K/$2.4B)	QoQ -1.94% (-$4.1K) YoY -22.09% (-$58.5K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	1.8K	QoQ 0.00% (-0) YoY +31.37% (+421)	All Managers (Combined)	$206.2K	0.0% ($206.2K/$2.4B)	QoQ -12.92% (-$30.6K) YoY +5.61% (+$11.0K)
AFLAC INC(AFLcusip001055102)	1.9K	QoQ 0.00% (+0) YoY -95.16% (-36.4K)	All Managers (Combined)	$205.9K	0.0% ($205.9K/$2.4B)	QoQ +7.49% (+$14.4K) YoY -93.73% (-$3.1M)
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	6.9K	QoQ 0.00% (-0) YoY -0.01% (-1)	All Managers (Combined)	$205.4K	0.0% ($205.4K/$2.4B)	QoQ -6.29% (-$13.8K) YoY -4.56% (-$9.8K)
SHOPIFY INC.(SHOPcusip82509L107)	2.1K	QoQ +7.00% (-140) YoY +7.00% (+140)	All Managers (Combined)	$204.3K	0.0% ($204.3K/$2.4B)	QoQ -3.91% (-$8.3K) YoY +32.38% (+$50.0K)
LABCORP HOLDINGS INC.(LHcusip504922105)	877	QoQ +2207.89% (+839) YoY NEW(+877)	All Managers (Combined)	$204.1K	0.0% ($204.1K/$2.4B)	QoQ +2242.35% (+$195.4K) YoY NEW(+$204.1K)
(cusip464287226)✕	2.0K	QoQ NEW(+2.0K) YoY -76.87% (-6.8K)	All Managers (Combined)	$202.3K	0.0% ($202.3K/$2.4B)	QoQ NEW(+$202.3K) YoY -76.64% (-$663.7K)
ACME UNITED CORP(ACUcusip004816104)	5.1K	QoQ NEW(+5.1K) YoY 0.00% (-0)	All Managers (Combined)	$202.0K	0.0% ($202.0K/$2.4B)	QoQ NEW(+$202.0K) YoY -15.70% (-$37.6K)
WEX Inc.(WEXcusip96208T104)	1.3K	QoQ -10.19% (-146) YoY -10.19% (-146)	All Managers (Combined)	$201.9K	0.0% ($201.9K/$2.4B)	QoQ -19.56% (-$49.1K) YoY -40.63% (-$138.2K)
(cusip46137V688)✕	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$2.4B)	QoQ -4.44% (-$9.4K) YoY NEW(+$201.0K)
KKR & Co. Inc.(KKRcusip48251W104)	1.7K	QoQ 0.00% (-0) YoY +68.41% (+704)	All Managers (Combined)	$200.4K	0.0% ($200.4K/$2.4B)	QoQ -21.83% (-$56.0K) YoY +93.58% (+$96.9K)
(cusipG4375F108)✕	17.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$195.4K	0.0% ($195.4K/$2.4B)	QoQ +2.04% (+$3.9K) YoY +5.46% (+$10.1K)
Viking Holdings Ltd(VIKcusipG93A5A101)	4.9K	QoQ +7.72% (-350) YoY NEW(+4.9K)	All Managers (Combined)	$194.0K	0.0% ($194.0K/$2.4B)	QoQ -2.81% (-$5.6K) YoY NEW(+$194.0K)
FISERV INC(FIcusip337738108)	870	QoQ +3.57% (+30) YoY NEW(+870)	All Managers (Combined)	$192.1K	0.0% ($192.1K/$2.4B)	QoQ +11.34% (+$19.6K) YoY NEW(+$192.1K)
VISA INC.(Vcusip92826C839)	545	QoQ -8.55% (-51) YoY -14.17% (-90)	All Managers (Combined)	$191.0K	0.0% ($191.0K/$2.4B)	QoQ +1.40% (-$2.6K) YoY +7.77% (-$13.8K)
(cusip81369Y209)✕	1.3K	QoQ 0.00% (+0) YoY -93.49% (-18.7K)	All Managers (Combined)	$189.8K	0.0% ($189.8K/$2.4B)	QoQ +6.13% (+$11.0K) YoY -93.57% (-$2.8M)
DOW INC.(DOWcusip260557103)	4.7K	QoQ +129.30% (+2.7K) YoY -8.24% (-427)	All Managers (Combined)	$165.8K	0.0% ($165.8K/$2.4B)	QoQ +99.53% (+$82.7K) YoY -44.69% (-$134.0K)