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

Search and click to pin securities to the top

Page 2 of 21

Sort by:

WILLIAMS COMPANIES, INC.

WMB|969457100

256291(+2370.3%)

Value:

$15.3B(+2627.7%)

Builders FirstSource, Inc.

BLDR|12008R107

122057(+5093.9%)

Value:

$15.2B(+4440.2%)

SPDR GOLD TRUST

GLD|78463V107

52815(+119.7%)

Value:

$15.2B(+161.4%)

Chubb Ltd

CB|H1467J104

49640(+2720.4%)

Value:

$15.0B(+2982.7%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

47132(+4184.7%)

Value:

$11.7B(+4746.7%)

Accenture plc

ACN|G1151C101

37455(+2995.4%)

Value:

$11.7B(+2645.7%)

PROCTER & GAMBLE Co

PG|742718109

67666(+182781.1%)

Value:

$11.5B(+185803.1%)

STRYKER CORP

SYK|863667101

27504(+467.3%)

Value:

$10.2B(+486.6%)

CISCO SYSTEMS, INC.

CSCO|17275R102

165869(+539.4%)

Value:

$10.2B(+566.5%)

ARES CAPITAL CORP

ARCC|04010L103

456568(+2494.1%)

Value:

$10.1B(+2526.1%)

TJX COMPANIES INC /DE/

TJX|872540109

78565(+1946.0%)

Value:

$9.6B(+1962.7%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

43827(+4996.2%)

Value:

$9.5B(+5946.1%)

ADOBE INC.

ADBE|00724F101

24354(+2944.3%)

Value:

$9.3B(+2525.6%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

11(-8.3%)

Value:

$8.8B(+7.5%)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

37626(-5.0%)

Value:

$8.6B(+15.9%)

TEXAS INSTRUMENTS INC

TXN|882508104

44394(-6.2%)

Value:

$8.0B(-10.1%)

APPLIED MATERIALS INC /DE

AMAT|038222105

53259(+2006.8%)

Value:

$7.7B(+1779.9%)

464287655

IWM|464287655

36133(+2385.1%)

Value:

$7.2B(+2143.6%)

Salesforce, Inc.

CRM|79466L302

26057(-4.4%)

Value:

$7.0B(-23.3%)

464287507

IJH|464287507

115746(+168.5%)

Value:

$6.8B(+151.4%)

Instrument	Shares		Other Manager	Value
Williams Companies, Inc.(WMBcusip969457100)	256.3K	QoQ +2370.27% (+245.9K) YoY +1434.67% (+239.6K)	All Managers (Combined)	$15.3M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +151.43% (+$4.1M) YoY -21.55% (-$1.9M)