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 3 of 21

Sort by:

Walmart Inc.

WMT|931142103

Shares:67.9K

Value:$6.0M

% of Portfolio:0.3% ($6.0M/$2.4B)

922908363

VOO|922908363

Shares:11.4K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$2.4B)

97717W851

Shares:48.5K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.4B)

922908769

VTI|922908769

Shares:18.2K

Value:$5.0M

% of Portfolio:0.2% ($5.0M/$2.4B)

JABIL INC

JBL|466313103

Shares:36.5K

Value:$5.0M

% of Portfolio:0.2% ($5.0M/$2.4B)

81369Y803

XLK|81369Y803

Shares:23.8K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.4B)

464287622

IWB|464287622

Shares:15.6K

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$2.4B)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:38.3K

Value:$4.4M

% of Portfolio:0.2% ($4.4M/$2.4B)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:23.3K

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.4B)

DANAHER CORP /DE/

DHR|235851102

Shares:20.3K

Value:$4.2M

% of Portfolio:0.2% ($4.2M/$2.4B)

922042858

VWO|922042858

Shares:91.3K

Value:$4.1M

% of Portfolio:0.2% ($4.1M/$2.4B)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:12.8K

Value:$4.1M

% of Portfolio:0.2% ($4.1M/$2.4B)

NETFLIX INC

NFLX|64110L106

Shares:4.4K

Value:$4.1M

% of Portfolio:0.2% ($4.1M/$2.4B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:2.8K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.4B)

Meta Platforms, Inc.

META|30303M102

Shares:6.9K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.4B)

464285204

Shares:67.1K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.4B)

Walt Disney Co

DIS|254687106

Shares:39.2K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.4B)

Cloudflare, Inc.

NET|18915M107

Shares:33.5K

Value:$3.8M

% of Portfolio:0.2% ($3.8M/$2.4B)

922908637

VV|922908637

Shares:14.6K

Value:$3.8M

% of Portfolio:0.2% ($3.8M/$2.4B)

922908629

VO|922908629

Shares:14.3K

Value:$3.7M

% of Portfolio:0.2% ($3.7M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	67.9K	QoQ +436.26% (+55.2K) YoY +433.06% (+55.1K)	All Managers (Combined)	$6.0M	0.3% ($6.0M/$2.4B)	QoQ +421.07% (+$4.8M) YoY +677.76% (+$5.2M)
(VOOcusip922908363)	11.4K	QoQ +2.11% (-236) YoY -74.11% (-32.6K)	All Managers (Combined)	$5.9M	0.2% ($5.9M/$2.4B)	QoQ -2.60% (-$156.8K) YoY -72.32% (-$15.3M)
(cusip97717W851)✕	48.5K	QoQ +860.95% (+43.5K) YoY NEW(+48.5K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$2.4B)	QoQ +859.99% (+$4.8M) YoY NEW(+$5.3M)
(VTIcusip922908769)	18.2K	QoQ 0.00% (-0) YoY -1.60% (-298)	All Managers (Combined)	$5.0M	0.2% ($5.0M/$2.4B)	QoQ -5.16% (-$273.0K) YoY +4.04% (-$195.1K)
JABIL INC(JBLcusip466313103)	36.5K	QoQ 0.00% (-0) YoY -0.04% (-17)	All Managers (Combined)	$5.0M	0.2% ($5.0M/$2.4B)	QoQ -5.44% (-$286.1K) YoY +1.53% (-$75.2K)
(XLKcusip81369Y803)	23.8K	QoQ +54.28% (+8.4K) YoY +49.96% (+7.9K)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$2.4B)	QoQ +37.00% (+$1.3M) YoY +48.67% (+$1.6M)
(IWBcusip464287622)	15.6K	QoQ -0.38% (-60) YoY -70.59% (-37.4K)	All Managers (Combined)	$4.8M	0.2% ($4.8M/$2.4B)	QoQ -5.15% (-$259.6K) YoY -68.68% (-$10.5M)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	38.3K	QoQ -0.64% (-250) YoY -9.98% (-4.3K)	All Managers (Combined)	$4.4M	0.2% ($4.4M/$2.4B)	QoQ -6.60% (-$313.4K) YoY -12.46% (-$630.8K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	23.3K	QoQ +1472.70% (+21.8K) YoY -92.42% (-284.2K)	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.4B)	QoQ +1205.98% (+$3.9M) YoY -94.88% (-$79.3M)
DANAHER CORP /DE/(DHRcusip235851102)	20.3K	QoQ -2.37% (-493) YoY -4.15% (-878)	All Managers (Combined)	$4.2M	0.2% ($4.2M/$2.4B)	QoQ -12.81% (-$610.9K) YoY -21.31% (-$1.1M)
(VWOcusip922042858)	91.3K	QoQ +6571.92% (+89.9K) YoY +889.07% (+82.0K)	All Managers (Combined)	$4.1M	0.2% ($4.1M/$2.4B)	QoQ +6756.72% (+$4.1M) YoY +971.71% (+$3.7M)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$4.1M	0.2% ($4.1M/$2.4B)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
NETFLIX INC(NFLXcusip64110L106)	4.4K	QoQ +3962.03% (+4.3K) YoY +4118.26% (+4.3K)	All Managers (Combined)	$4.1M	0.2% ($4.1M/$2.4B)	QoQ +4149.82% (+$4.0M) YoY +6377.00% (+$4.0M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	2.8K	QoQ 0.00% (+0) YoY -5.60% (-168)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.4B)	QoQ +20.81% (+$697.6K) YoY +19.78% (-$668.9K)
Meta Platforms, Inc.(METAcusip30303M102)	6.9K	QoQ +22100.00% (+6.9K) YoY +49057.14% (+6.9K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.4B)	QoQ +21754.38% (+$3.9M) YoY +58252.30% (+$4.0M)
(cusip464285204)✕	67.1K	QoQ -0.14% (-98) YoY -88.97% (-542.0K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.4B)	QoQ +18.91% (-$629.6K) YoY -84.53% (-$21.6M)
Walt Disney Co(DIScusip254687106)	39.2K	QoQ +1561.40% (+36.8K) YoY -14.79% (-6.8K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.4B)	QoQ +1372.66% (+$3.6M) YoY -31.27% (-$1.8M)
Cloudflare, Inc.(NETcusip18915M107)	33.5K	QoQ -19.27% (-8.0K) YoY -19.27% (-8.0K)	All Managers (Combined)	$3.8M	0.2% ($3.8M/$2.4B)	QoQ -15.52% (-$693.6K) YoY -6.05% (-$243.3K)
(VVcusip922908637)	14.6K	QoQ 0.00% (-0) YoY -3.56% (-540)	All Managers (Combined)	$3.8M	0.2% ($3.8M/$2.4B)	QoQ -4.69% (-$185.1K) YoY +3.38% (-$122.8K)
(VOcusip922908629)	14.3K	QoQ +47653.33% (+14.3K) YoY -8.36% (-1.3K)	All Managers (Combined)	$3.7M	0.2% ($3.7M/$2.4B)	QoQ +46656.56% (+$3.7M) YoY -5.15% (-$201.3K)