Evercore Wealth Management, LLC

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: 0001482689
Manager Name: Evercore Wealth Management, LLC

Data Enrichment

89% identified

365 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

411 positions • $2,375,321.656K total value

411 positions

Manager:

SEC FilingSEC DataHachi Filing

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G2949D104

10270

Value:

$102.2M

Broadcom Inc.

AVGO|11135F101

610(+0.0%)

Value:

$102.1M(-27.8%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

2250(+0.0%)

Value:

$102.1M(+13.4%)

Roivant Sciences Ltd.

ROIV|G76279101

10000(+0.0%)

Value:

$100.9M(-14.7%)

CHEVRON CORP

CVX|166764100

600(-25.0%)

Value:

$100.4M(-13.4%)

46429B663

800(+0.0%)

Value:

$96.9M(+7.9%)

922908751

VB|922908751

435(+0.0%)

Value:

$96.5M(-7.7%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

403(+0.0%)

Value:

$96.0M(-14.6%)

808524797

SCHD|808524797

3430(-74.2%)

Value:

$95.9M(-73.6%)

3M CO

MMM|88579Y101

650(-39.3%)

Value:

$95.5M(-30.9%)

Celanese Corp

CE|150870103

1675(+458.3%)

Value:

$95.1M(+358.0%)

Walgreens Boots Alliance, Inc.

WBA|931427108

8438(+258.6%)

Value:

$94.3M(+329.3%)

Medtronic plc

MDT|G5960L103

1036(-4.1%)

Value:

$93.1M(+7.9%)

464287614

IWF|464287614

254(+0.0%)

Value:

$91.7M(-10.1%)

78468R556

687(+134.5%)

Value:

$90.5M(+133.3%)

Intercontinental Exchange, Inc.

ICE|45866F104

500(+0.0%)

Value:

$86.3M(+15.8%)

CARRIER GLOBAL Corp

CARR|14448C104

1340(+0.0%)

Value:

$85.0M(-7.1%)

TRUIST FINANCIAL CORP

TFC|89832Q109

2043(+0.5%)

Value:

$84.1M(-4.7%)

abrdn Silver ETF Trust

SIVR|003264108

2500(-37.5%)

Value:

$81.3M(-26.3%)

STANDARD BIOTOOLS INC.

LAB|34385P108

75000(+50.0%)

Value:

$81.0M(-7.4%)

Instrument	Shares		Other Manager	Value
(cusipG2949D104)✕	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$102.2K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -7.42% (-$6.5K) YoY NEW(+$81.0K)