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 19 of 21

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G2949D104

Shares:10.3K

Value:$102.2K

% of Portfolio:0.0% ($102.2K/$2.4B)

Broadcom Inc.

AVGO|11135F101

Shares:610

Value:$102.1K

% of Portfolio:0.0% ($102.1K/$2.4B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:2.3K

Value:$102.1K

% of Portfolio:0.0% ($102.1K/$2.4B)

Roivant Sciences Ltd.

ROIV|G76279101

Shares:10.0K

Value:$100.9K

% of Portfolio:0.0% ($100.9K/$2.4B)

CHEVRON CORP

CVX|166764100

Shares:600

Value:$100.4K

% of Portfolio:0.0% ($100.4K/$2.4B)

46429B663

Shares:800

Value:$96.9K

% of Portfolio:0.0% ($96.9K/$2.4B)

922908751

VB|922908751

Shares:435

Value:$96.5K

% of Portfolio:0.0% ($96.5K/$2.4B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:403

Value:$96.0K

% of Portfolio:0.0% ($96.0K/$2.4B)

808524797

SCHD|808524797

Shares:3.4K

Value:$95.9K

% of Portfolio:0.0% ($95.9K/$2.4B)

3M CO

MMM|88579Y101

Shares:650

Value:$95.5K

% of Portfolio:0.0% ($95.5K/$2.4B)

Celanese Corp

CE|150870103

Shares:1.7K

Value:$95.1K

% of Portfolio:0.0% ($95.1K/$2.4B)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:8.4K

Value:$94.3K

% of Portfolio:0.0% ($94.3K/$2.4B)

Medtronic plc

MDT|G5960L103

Shares:1.0K

Value:$93.1K

% of Portfolio:0.0% ($93.1K/$2.4B)

464287614

IWF|464287614

Shares:254

Value:$91.7K

% of Portfolio:0.0% ($91.7K/$2.4B)

78468R556

Shares:687

Value:$90.5K

% of Portfolio:0.0% ($90.5K/$2.4B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:500

Value:$86.3K

% of Portfolio:0.0% ($86.3K/$2.4B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:1.3K

Value:$85.0K

% of Portfolio:0.0% ($85.0K/$2.4B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:2.0K

Value:$84.1K

% of Portfolio:0.0% ($84.1K/$2.4B)

abrdn Silver ETF Trust

SIVR|003264108

Shares:2.5K

Value:$81.3K

% of Portfolio:0.0% ($81.3K/$2.4B)

STANDARD BIOTOOLS INC.

LAB|34385P108

Shares:75.0K

Value:$81.0K

% of Portfolio:0.0% ($81.0K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusipG2949D104)✕	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$102.2K	0.0% ($102.2K/$2.4B)	QoQ NEW(+$102.2K) YoY NEW(+$102.2K)
Broadcom Inc.(AVGOcusip11135F101)	610	QoQ 0.00% (-0) YoY +30400.00% (+608)	All Managers (Combined)	$102.1K	0.0% ($102.1K/$2.4B)	QoQ -27.78% (-$39.3K) YoY +3752.58% (+$99.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	2.3K	QoQ 0.00% (+0) YoY -92.06% (-26.1K)	All Managers (Combined)	$102.1K	0.0% ($102.1K/$2.4B)	QoQ +13.42% (+$12.1K) YoY -91.42% (-$1.1M)
Roivant Sciences Ltd.(ROIVcusipG76279101)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$100.9K	0.0% ($100.9K/$2.4B)	QoQ -14.70% (-$17.4K) YoY -4.26% (-$4.5K)
CHEVRON CORP(CVXcusip166764100)	600	QoQ -25.00% (-200) YoY -99.81% (-325.9K)	All Managers (Combined)	$100.4K	0.0% ($100.4K/$2.4B)	QoQ -13.37% (-$15.5K) YoY -99.80% (-$51.4M)
(cusip46429B663)✕	800	QoQ 0.00% (+0) YoY -39.07% (-513)	All Managers (Combined)	$96.9K	0.0% ($96.9K/$2.4B)	QoQ +7.89% (+$7.1K) YoY -33.03% (-$47.8K)
(VBcusip922908751)	435	QoQ 0.00% (-0) YoY -98.40% (-26.8K)	All Managers (Combined)	$96.5K	0.0% ($96.5K/$2.4B)	QoQ -7.71% (-$8.1K) YoY -98.44% (-$6.1M)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	403	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$96.0K	0.0% ($96.0K/$2.4B)	QoQ -14.60% (-$16.4K) YoY -5.59% (-$5.7K)
(SCHDcusip808524797)	3.4K	QoQ -74.16% (-9.8K) YoY +54.64% (-1.2K)	All Managers (Combined)	$95.9K	0.0% ($95.9K/$2.4B)	QoQ -73.56% (-$266.9K) YoY -46.38% (-$83.0K)
3M CO(MMMcusip88579Y101)	650	QoQ -39.25% (-420) YoY -39.25% (-420)	All Managers (Combined)	$95.5K	0.0% ($95.5K/$2.4B)	QoQ -30.88% (-$42.7K) YoY -15.89% (-$18.0K)
Celanese Corp(CEcusip150870103)	1.7K	QoQ +458.33% (+1.4K) YoY -58.64% (-2.4K)	All Managers (Combined)	$95.1K	0.0% ($95.1K/$2.4B)	QoQ +357.97% (+$74.3K) YoY -86.33% (-$600.9K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	8.4K	QoQ +258.60% (+6.1K) YoY +258.60% (+6.1K)	All Managers (Combined)	$94.3K	0.0% ($94.3K/$2.4B)	QoQ +329.33% (+$72.3K) YoY +84.67% (+$43.2K)
Medtronic plc(MDTcusipG5960L103)	1.0K	QoQ -4.07% (-44) YoY +9.05% (+86)	All Managers (Combined)	$93.1K	0.0% ($93.1K/$2.4B)	QoQ +7.91% (-$6.8K) YoY +12.44% (+$10.3K)
(IWFcusip464287614)	254	QoQ 0.00% (-0) YoY +31.60% (+61)	All Managers (Combined)	$91.7K	0.0% ($91.7K/$2.4B)	QoQ -10.08% (-$10.3K) YoY +40.99% (+$26.7K)
(cusip78468R556)✕	687	QoQ +134.47% (+394) YoY +134.47% (+394)	All Managers (Combined)	$90.5K	0.0% ($90.5K/$2.4B)	QoQ +133.30% (+$51.7K) YoY +99.33% (+$45.1K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$86.3K	0.0% ($86.3K/$2.4B)	QoQ +15.76% (+$11.7K) YoY +25.51% (+$17.5K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	1.3K	QoQ 0.00% (-0) YoY -97.41% (-50.4K)	All Managers (Combined)	$85.0K	0.0% ($85.0K/$2.4B)	QoQ -7.11% (-$6.5K) YoY -97.17% (-$2.9M)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	2.0K	QoQ +0.49% (-10) YoY -45.19% (-1.7K)	All Managers (Combined)	$84.1K	0.0% ($84.1K/$2.4B)	QoQ -4.67% (-$4.1K) YoY -42.14% (-$61.2K)
abrdn Silver ETF Trust(SIVRcusip003264108)	2.5K	QoQ -37.50% (-1.5K) YoY NEW(+2.5K)	All Managers (Combined)	$81.3K	0.0% ($81.3K/$2.4B)	QoQ -26.30% (-$29.0K) YoY NEW(+$81.3K)
STANDARD BIOTOOLS INC.(LABcusip34385P108)	75.0K	QoQ +50.00% (-25.0K) YoY NEW(+75.0K)	All Managers (Combined)	$81.0K	0.0% ($81.0K/$2.4B)	QoQ -7.42% (-$6.5K) YoY NEW(+$81.0K)