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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CHART INDUSTRIES INC

GTLS|16115Q308

Shares:1.1K

Value:$158.7K

% of Portfolio:0.0% ($158.7K/$2.4B)

G20315100

Shares:15.4K

Value:$157.7K

% of Portfolio:0.0% ($157.7K/$2.4B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:1.4K

Value:$153.9K

% of Portfolio:0.0% ($153.9K/$2.4B)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.0K

Value:$153.6K

% of Portfolio:0.0% ($153.6K/$2.4B)

Autodesk, Inc.

ADSK|052769106

Shares:582

Value:$152.4K

% of Portfolio:0.0% ($152.4K/$2.4B)

G5451A103

Shares:14.3K

Value:$150.0K

% of Portfolio:0.0% ($150.0K/$2.4B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:150

Value:$148.2K

% of Portfolio:0.0% ($148.2K/$2.4B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:290

Value:$140.4K

% of Portfolio:0.0% ($140.4K/$2.4B)

CONOCOPHILLIPS

COP|20825C104

Shares:1.3K

Value:$136.5K

% of Portfolio:0.0% ($136.5K/$2.4B)

G0131Y100

Shares:12.7K

Value:$135.4K

% of Portfolio:0.0% ($135.4K/$2.4B)

T-Mobile US, Inc.

TMUS|872590104

Shares:500

Value:$133.4K

% of Portfolio:0.0% ($133.4K/$2.4B)

G1993W109

Shares:13.0K

Value:$132.6K

% of Portfolio:0.0% ($132.6K/$2.4B)

G9675P102

Shares:12.8K

Value:$128.3K

% of Portfolio:0.0% ($128.3K/$2.4B)

NIKE, Inc.

NKE|654106103

Shares:2.0K

Value:$126.6K

% of Portfolio:0.0% ($126.6K/$2.4B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:1.1K

Value:$120.5K

% of Portfolio:0.0% ($120.5K/$2.4B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:500

Value:$118.4K

% of Portfolio:0.0% ($118.4K/$2.4B)

Corteva, Inc.

CTVA|22052L104

Shares:1.8K

Value:$115.8K

% of Portfolio:0.0% ($115.8K/$2.4B)

Apollo Global Management, Inc.

APO|03769M106

Shares:800

Value:$109.6K

% of Portfolio:0.0% ($109.6K/$2.4B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:963

Value:$107.9K

% of Portfolio:0.0% ($107.9K/$2.4B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:967

Value:$106.0K

% of Portfolio:0.0% ($106.0K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHART INDUSTRIES INC(GTLScusip16115Q308)	1.1K	QoQ -94.53% (-19.0K) YoY -95.79% (-25.1K)	All Managers (Combined)	$158.7K	0.0% ($158.7K/$2.4B)	QoQ -95.86% (-$3.7M) YoY -96.31% (-$4.2M)
(cusipG20315100)✕	15.4K	QoQ 0.00% (+0) YoY NEW(+15.4K)	All Managers (Combined)	$157.7K	0.0% ($157.7K/$2.4B)	QoQ +1.38% (+$2.2K) YoY NEW(+$157.7K)
CONSOLIDATED EDISON INC(EDcusip209115104)	1.4K	QoQ 0.00% (+0) YoY -82.94% (-6.8K)	All Managers (Combined)	$153.9K	0.0% ($153.9K/$2.4B)	QoQ +23.93% (+$29.7K) YoY -79.22% (-$587.1K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.0K	QoQ -3.93% (-41) YoY -3.93% (-41)	All Managers (Combined)	$153.6K	0.0% ($153.6K/$2.4B)	QoQ -3.94% (-$6.3K) YoY -12.84% (-$22.6K)
Autodesk, Inc.(ADSKcusip052769106)	582	QoQ +104.92% (+298) YoY -24.51% (-189)	All Managers (Combined)	$152.4K	0.0% ($152.4K/$2.4B)	QoQ +81.51% (+$68.4K) YoY -24.11% (-$48.4K)
(cusipG5451A103)✕	14.3K	QoQ 0.00% (+0) YoY NEW(+14.3K)	All Managers (Combined)	$150.0K	0.0% ($150.0K/$2.4B)	QoQ +1.94% (+$2.9K) YoY NEW(+$150.0K)
W.W. GRAINGER, INC.(GWWcusip384802104)	150	QoQ -25.00% (-50) YoY +200.00% (+100)	All Managers (Combined)	$148.2K	0.0% ($148.2K/$2.4B)	QoQ -29.71% (-$62.6K) YoY +191.30% (+$97.3K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	290	QoQ -62.58% (-485) YoY 0.00% (+0)	All Managers (Combined)	$140.4K	0.0% ($140.4K/$2.4B)	QoQ -65.97% (-$272.2K) YoY +10.41% (+$13.2K)
CONOCOPHILLIPS(COPcusip20825C104)	1.3K	QoQ -9.09% (-130) YoY -11.26% (-165)	All Managers (Combined)	$136.5K	0.0% ($136.5K/$2.4B)	QoQ -3.72% (-$5.3K) YoY -26.78% (-$49.9K)
(cusipG0131Y100)✕	12.7K	QoQ 0.00% (+0) YoY -23.32% (-3.9K)	All Managers (Combined)	$135.4K	0.0% ($135.4K/$2.4B)	QoQ +1.69% (+$2.3K) YoY -19.45% (-$32.7K)
T-Mobile US, Inc.(TMUScusip872590104)	500	QoQ -4.21% (-22) YoY -5.12% (-27)	All Managers (Combined)	$133.4K	0.0% ($133.4K/$2.4B)	QoQ +15.73% (-$18.1K) YoY +55.03% (-$47.3K)
(cusipG1993W109)✕	13.0K	QoQ 0.00% (+0) YoY NEW(+13.0K)	All Managers (Combined)	$132.6K	0.0% ($132.6K/$2.4B)	QoQ +1.49% (+$1.9K) YoY NEW(+$132.6K)
(cusipG9675P102)✕	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$128.3K	0.0% ($128.3K/$2.4B)	QoQ NEW(+$128.3K) YoY NEW(+$128.3K)
NIKE, Inc.(NKEcusip654106103)	2.0K	QoQ -22.25% (-571) YoY -96.80% (-60.4K)	All Managers (Combined)	$126.6K	0.0% ($126.6K/$2.4B)	QoQ -34.77% (-$67.5K) YoY -97.84% (-$5.7M)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	1.1K	QoQ 0.00% (+0) YoY -97.73% (-47.3K)	All Managers (Combined)	$120.5K	0.0% ($120.5K/$2.4B)	QoQ +5.13% (+$5.9K) YoY -97.61% (-$4.9M)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	500	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$118.4K	0.0% ($118.4K/$2.4B)	QoQ +0.91% (+$1.1K) YoY -7.07% (-$9.0K)
Corteva, Inc.(CTVAcusip22052L104)	1.8K	QoQ -3.66% (-70) YoY -3.41% (-65)	All Managers (Combined)	$115.8K	0.0% ($115.8K/$2.4B)	QoQ +6.43% (-$7.0K) YoY +5.39% (-$5.9K)
Apollo Global Management, Inc.(APOcusip03769M106)	800	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$109.6K	0.0% ($109.6K/$2.4B)	QoQ -17.08% (-$22.6K) YoY +21.77% (+$19.6K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	963	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$107.9K	0.0% ($107.9K/$2.4B)	QoQ +21.30% (+$19.0K) YoY +52.96% (+$37.4K)
EMERSON ELECTRIC CO(EMRcusip291011104)	967	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$106.0K	0.0% ($106.0K/$2.4B)	QoQ -11.53% (-$13.8K) YoY -3.33% (-$3.7K)