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",
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  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
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  "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",
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  "SOUN",
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  "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",
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  "USB",
  "VUG",
  "VEA",
  "VGK",
  "VOOV",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WBS",
  "WFC",
  "WLY",
  "WTM",
  "WMB",
  "WWD",
  null,
  "YUM",
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  "SOLV",
  null,
  null,
  null,
  "SCHD",
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  "CHKP",
  "SCHG",
  "MSCI",
  "NSC",
  null,
  "JCI",
  "NXPI",
  "LH",
  "MKL",
  null,
  "SO",
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  "SON",
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  "CRM",
  "RNR",
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  "DIA",
  null,
  "SPOT",
  null,
  "HALO",
  null,
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  "ZBH",
  "MCK",
  "GWW",
  "PSA",
  null,
  "STE",
  "KMB",
  "AN",
  "ADP",
  "AZO",
  "BALL",
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  "BK",
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  "BRK-B",
  "BAX",
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  "BBY",
  "TECH",
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  "BWA",
  "BMY",
  "BIP",
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  "CARR",
  "CSL",
  "CE",
  "CBRE",
  "CDW",
  "CSR",
  "CHGG",
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  "CSCO",
  "NET",
  "C",
  "CME",
  "KO",
  "COIN",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
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  "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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03073E105

Shares:65

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$2.4B)

CITIGROUP INC

C|172967424

Shares:200

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$2.4B)

ALLSTATE CORP

ALL|020002101

Shares:68

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$2.4B)

Solventum Corp

SOLV|83444M101

Shares:162

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$2.4B)

Public Storage

PSA|74460D109

Shares:35

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$2.4B)

INTEL CORP

INTC|458140100

Shares:400

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$2.4B)

CHEGG, INC

CHGG|163092109

Shares:13.7K

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$2.4B)

Constellation Energy Corp

CEG|21037T109

Shares:28

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$2.4B)

Merck & Co., Inc.

MRK|58933Y105

Shares:60

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$2.4B)

TARGET CORP

TGT|87612E106

Shares:50

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$2.4B)

165167735

Shares:35

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip03073E105)✕	65	QoQ 0.00% (+0) YoY -56.66% (-85)	All Managers (Combined)	$18.1K	0.0% ($18.1K/$2.4B)	QoQ +23.77% (+$3.5K) YoY -50.40% (-$18.4K)
CITIGROUP INC(Ccusip172967424)	200	QoQ 0.00% (+0) YoY -95.34% (-4.1K)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$2.4B)	QoQ +0.85% (+$120) YoY -94.77% (-$257.5K)
ALLSTATE CORP(ALLcusip020002101)	68	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.1K	0.0% ($14.1K/$2.4B)	QoQ +7.40% (+$971) YoY +19.68% (+$2.3K)
Solventum Corp(SOLVcusip83444M101)	162	QoQ 0.00% (+0) YoY NEW(+162)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$2.4B)	QoQ +15.09% (+$1.6K) YoY NEW(+$12.3K)
Public Storage(PSAcusip74460D109)	35	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$2.4B)	QoQ -0.04% (-$5) YoY +3.18% (+$323)
INTEL CORP(INTCcusip458140100)	400	QoQ -92.30% (-4.8K) YoY -93.98% (-6.3K)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$2.4B)	QoQ -91.28% (-$95.2K) YoY -96.90% (-$284.6K)
CHEGG, INC(CHGGcusip163092109)	13.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$8.7K	0.0% ($8.7K/$2.4B)	QoQ -60.30% (-$13.3K) YoY -91.55% (-$94.9K)
Constellation Energy Corp(CEGcusip21037T109)	28	QoQ -97.55% (-1.1K) YoY NEW(+28)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$2.4B)	QoQ -97.79% (-$250.1K) YoY NEW(+$5.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	60	QoQ 0.00% (-0) YoY -99.40% (-10.1K)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$2.4B)	QoQ -9.76% (-$583) YoY -99.59% (-$1.3M)
TARGET CORP(TGTcusip87612E106)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$2.4B)	QoQ -22.79% (-$1.5K) YoY -41.10% (-$3.6K)
(cusip165167735)✕	35	QoQ 0.00% (+0) YoY -99.65% (-10.0K)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$2.4B)	QoQ +11.82% (+$412) YoY -99.56% (-$884.4K)