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",
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  "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",
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  "IEMG",
  "GBDC",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
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  "ENB",
  "INTC",
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  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
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  "AMGN",
  "KVUE",
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  "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",
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  "TRV",
  "UBER",
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  "VNQ",
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  "VWO",
  null,
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  "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",
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  "AEE",
  "ACGL",
  "AFL",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "WAB",
  "GNRC",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "HSIC",
  "WEX",
  "ROIV",
  null,
  "IFF",
  "IMXI",
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  "MSI",
  null,
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  "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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WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:256.3K

Value:$15.3M

% of Portfolio:0.6% ($15.3M/$2.4B)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:122.1K

Value:$15.2M

% of Portfolio:0.6% ($15.2M/$2.4B)

SPDR GOLD TRUST

GLD|78463V107

Shares:52.8K

Value:$15.2M

% of Portfolio:0.6% ($15.2M/$2.4B)

Chubb Ltd

CB|H1467J104

Shares:49.6K

Value:$15.0M

% of Portfolio:0.6% ($15.0M/$2.4B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:47.1K

Value:$11.7M

% of Portfolio:0.5% ($11.7M/$2.4B)

Accenture plc

ACN|G1151C101

Shares:37.5K

Value:$11.7M

% of Portfolio:0.5% ($11.7M/$2.4B)

PROCTER & GAMBLE Co

PG|742718109

Shares:67.7K

Value:$11.5M

% of Portfolio:0.5% ($11.5M/$2.4B)

STRYKER CORP

SYK|863667101

Shares:27.5K

Value:$10.2M

% of Portfolio:0.4% ($10.2M/$2.4B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:165.9K

Value:$10.2M

% of Portfolio:0.4% ($10.2M/$2.4B)

ARES CAPITAL CORP

ARCC|04010L103

Shares:456.6K

Value:$10.1M

% of Portfolio:0.4% ($10.1M/$2.4B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:78.6K

Value:$9.6M

% of Portfolio:0.4% ($9.6M/$2.4B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:43.8K

Value:$9.5M

% of Portfolio:0.4% ($9.5M/$2.4B)

ADOBE INC.

ADBE|00724F101

Shares:24.4K

Value:$9.3M

% of Portfolio:0.4% ($9.3M/$2.4B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:11

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.4B)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:37.6K

Value:$8.6M

% of Portfolio:0.4% ($8.6M/$2.4B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:44.4K

Value:$8.0M

% of Portfolio:0.3% ($8.0M/$2.4B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:53.3K

Value:$7.7M

% of Portfolio:0.3% ($7.7M/$2.4B)

464287655

IWM|464287655

Shares:36.1K

Value:$7.2M

% of Portfolio:0.3% ($7.2M/$2.4B)

Salesforce, Inc.

CRM|79466L302

Shares:26.1K

Value:$7.0M

% of Portfolio:0.3% ($7.0M/$2.4B)

464287507

IJH|464287507

Shares:115.7K

Value:$6.8M

% of Portfolio:0.3% ($6.8M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	256.3K	QoQ +2370.27% (+245.9K) YoY +1434.67% (+239.6K)	All Managers (Combined)	$15.3M	0.6% ($15.3M/$2.4B)	QoQ +2627.70% (+$14.8M) YoY +2253.40% (+$14.7M)
Builders FirstSource, Inc.(BLDRcusip12008R107)	122.1K	QoQ +5093.91% (+119.7K) YoY -83.69% (-626.3K)	All Managers (Combined)	$15.2M	0.6% ($15.2M/$2.4B)	QoQ +4440.18% (+$14.9M) YoY -90.22% (-$140.8M)
SPDR GOLD TRUST(GLDcusip78463V107)	52.8K	QoQ +119.65% (+28.8K) YoY +111.53% (+27.8K)	All Managers (Combined)	$15.2M	0.6% ($15.2M/$2.4B)	QoQ +161.38% (+$9.4M) YoY +196.29% (+$10.1M)
Chubb Ltd(CBcusipH1467J104)	49.6K	QoQ +2720.45% (+47.9K) YoY +2680.95% (+47.9K)	All Managers (Combined)	$15.0M	0.6% ($15.0M/$2.4B)	QoQ +2982.69% (+$14.5M) YoY +3140.92% (+$14.5M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	47.1K	QoQ +4184.72% (+46.0K) YoY +1314.95% (+43.8K)	All Managers (Combined)	$11.7M	0.5% ($11.7M/$2.4B)	QoQ +4746.66% (+$11.5M) YoY +1742.49% (+$11.1M)
Accenture plc(ACNcusipG1151C101)	37.5K	QoQ +2995.45% (+36.2K) YoY +0.87% (-325)	All Managers (Combined)	$11.7M	0.5% ($11.7M/$2.4B)	QoQ +2645.68% (+$11.3M) YoY -9.18% (-$1.2M)
PROCTER & GAMBLE Co(PGcusip742718109)	67.7K	QoQ +182781.08% (+67.6K) YoY -5.24% (-3.7K)	All Managers (Combined)	$11.5M	0.5% ($11.5M/$2.4B)	QoQ +185803.14% (+$11.5M) YoY -0.47% (-$55.5K)
STRYKER CORP(SYKcusip863667101)	27.5K	QoQ +467.32% (+22.7K) YoY +467.32% (+22.7K)	All Managers (Combined)	$10.2M	0.4% ($10.2M/$2.4B)	QoQ +486.55% (+$8.5M) YoY +490.12% (+$8.5M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	165.9K	QoQ +539.43% (+139.9K) YoY -18.00% (-36.4K)	All Managers (Combined)	$10.2M	0.4% ($10.2M/$2.4B)	QoQ +566.54% (+$8.7M) YoY +1.37% (-$139.2K)
ARES CAPITAL CORP(ARCCcusip04010L103)	456.6K	QoQ +2494.13% (+439.0K) YoY +22.81% (+84.8K)	All Managers (Combined)	$10.1M	0.4% ($10.1M/$2.4B)	QoQ +2526.13% (+$9.7M) YoY +30.71% (+$2.4M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	78.6K	QoQ +1945.96% (+74.7K) YoY +1945.96% (+74.7K)	All Managers (Combined)	$9.6M	0.4% ($9.6M/$2.4B)	QoQ +1962.73% (+$9.1M) YoY +2357.09% (+$9.2M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	43.8K	QoQ +4996.16% (+43.0K) YoY +2124.72% (+41.9K)	All Managers (Combined)	$9.5M	0.4% ($9.5M/$2.4B)	QoQ +5946.13% (+$9.4M) YoY +2350.02% (+$9.1M)
ADOBE INC.(ADBEcusip00724F101)	24.4K	QoQ +2944.25% (+23.6K) YoY -88.14% (-181.1K)	All Managers (Combined)	$9.3M	0.4% ($9.3M/$2.4B)	QoQ +2525.62% (+$9.0M) YoY -90.99% (-$94.3M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	11	QoQ -8.33% (-1) YoY +1000.00% (+10)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.4B)	QoQ +7.48% (-$611.8K) YoY +1284.34% (+$8.1M)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	37.6K	QoQ -5.04% (-2.0K) YoY -5.40% (-2.1K)	All Managers (Combined)	$8.6M	0.4% ($8.6M/$2.4B)	QoQ +15.91% (-$1.2M) YoY +31.46% (-$2.1M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	44.4K	QoQ -6.16% (-2.9K) YoY -26.24% (-15.8K)	All Managers (Combined)	$8.0M	0.3% ($8.0M/$2.4B)	QoQ -10.07% (-$893.7K) YoY -23.92% (-$2.5M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	53.3K	QoQ +2006.76% (+50.7K) YoY -8.74% (-5.1K)	All Managers (Combined)	$7.7M	0.3% ($7.7M/$2.4B)	QoQ +1779.93% (+$7.3M) YoY -35.78% (-$4.3M)
(IWMcusip464287655)	36.1K	QoQ +2385.07% (+34.7K) YoY -18.00% (-7.9K)	All Managers (Combined)	$7.2M	0.3% ($7.2M/$2.4B)	QoQ +2143.60% (+$6.9M) YoY -22.22% (-$2.1M)
Salesforce, Inc.(CRMcusip79466L302)	26.1K	QoQ -4.44% (-1.2K) YoY -3.46% (-935)	All Managers (Combined)	$7.0M	0.3% ($7.0M/$2.4B)	QoQ -23.30% (-$2.1M) YoY -13.98% (-$1.1M)
(IJHcusip464287507)	115.7K	QoQ +168.50% (+72.6K) YoY -18.33% (-26.0K)	All Managers (Combined)	$6.8M	0.3% ($6.8M/$2.4B)	QoQ +151.43% (+$4.1M) YoY -21.55% (-$1.9M)