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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AMERICAN EXPRESS CO

AXP|025816109

13352(+2710.9%)

Value:

$3.6B(+2448.2%)

AbbVie Inc.

ABBV|00287Y109

15903(-0.3%)

Value:

$3.3B(+17.6%)

PFIZER INC

PFE|717081103

129539(+3771.4%)

Value:

$3.3B(+3597.8%)

464287804

IJR|464287804

30753(-3.8%)

Value:

$3.2B(-12.7%)

922042775

VEU|922042775

49961(+0.0%)

Value:

$3.0B(+5.7%)

CENTERSPACE

CSR|15202L107

46771(+0.0%)

Value:

$3.0B(-2.1%)

UNITED PARCEL SERVICE INC

UPS|911312106

26876(+8858.7%)

Value:

$3.0B(+7714.1%)

TRAVELERS COMPANIES, INC.

TRV|89417E109

10914(+0.0%)

Value:

$2.9B(+9.8%)

Philip Morris International Inc.

PM|718172109

18065(+164.4%)

Value:

$2.9B(+248.7%)

81369Y605

56474(+241.0%)

Value:

$2.8B(+251.4%)

921943858

VEA|921943858

52313(-6.1%)

Value:

$2.7B(-0.1%)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

2242(+1152.5%)

Value:

$2.6B(+1108.7%)

GOLDMAN SACHS GROUP INC

GS|38141G104

4768(+1092.0%)

Value:

$2.6B(+1037.2%)

Duke Energy CORP

DUK|26441C204

20900(-0.7%)

Value:

$2.5B(+12.4%)

464287499

IWR|464287499

29334(+924.6%)

Value:

$2.5B(+886.0%)

921908844

VIG|921908844

12387(+0.0%)

Value:

$2.4B(-0.9%)

464287598

IWD|464287598

11926(+3784.7%)

Value:

$2.2B(+3848.3%)

MCDONALDS CORP

MCD|580135101

7101(+479.7%)

Value:

$2.2B(+524.6%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

5271(+675.1%)

Value:

$2.2B(+687.4%)

ELI LILLY & Co

LLY|532457108

2495(-2.4%)

Value:

$2.1B(+4.4%)

Instrument	Shares		Other Manager	Value
American Express Co(AXPcusip025816109)	13.4K	QoQ +2710.94% (+12.9K) YoY -4.69% (-658)	All Managers (Combined)	$3.6M	QoQ +2448.22% (+$3.5M) YoY +12.61% (-$402.4K)
Abbvie Inc.(ABBVcusip00287Y109)	15.9K	QoQ -0.26% (-42) YoY -78.46% (-58.0K)	All Managers (Combined)	$3.3M	QoQ +17.59% (-$498.6K) YoY -75.22% (-$10.1M)
Pfizer Inc(PFEcusip717081103)	129.5K	QoQ +3771.45% (+126.2K) YoY +2029.17% (+123.5K)	All Managers (Combined)	$3.3M	QoQ +3597.82% (+$3.2M) YoY +1844.26% (+$3.1M)
(IJRcusip464287804)	30.8K	QoQ -3.81% (-1.2K) YoY +8.76% (+2.5K)	All Managers (Combined)	$3.2M	QoQ -12.70% (-$468.2K) YoY +2.90% (+$90.9K)
(VEUcusip922042775)	50.0K	QoQ 0.00% (+0) YoY -12.51% (-7.2K)	All Managers (Combined)	$3.0M	QoQ +5.66% (+$162.4K) YoY -9.52% (-$318.9K)
Centerspace(CSRcusip15202L107)	46.8K	QoQ 0.00% (-0) YoY -2.23% (-1.1K)	All Managers (Combined)	$3.0M	QoQ -2.11% (-$65.5K) YoY +10.78% (-$294.8K)
United Parcel Service Inc(UPScusip911312106)	26.9K	QoQ +8858.66% (+26.6K) YoY +149.35% (+16.1K)	All Managers (Combined)	$3.0M	QoQ +7714.14% (+$2.9M) YoY +84.53% (+$1.4M)
Travelers Companies, Inc.(TRVcusip89417E109)	10.9K	QoQ 0.00% (+0) YoY +0.30% (+33)	All Managers (Combined)	$2.9M	QoQ +9.78% (+$257.2K) YoY +15.26% (+$382.2K)
Philip Morris International Inc.(PMcusip718172109)	18.1K	QoQ +164.41% (+11.2K) YoY -20.54% (-4.7K)	All Managers (Combined)	$2.9M	QoQ +248.74% (+$2.0M) YoY +37.66% (-$784.5K)
(cusip81369Y605)✕	56.5K	QoQ +240.98% (+39.9K) YoY +0.03% (+20)	All Managers (Combined)	$2.8M	QoQ +251.42% (+$2.0M) YoY +18.29% (+$435.1K)
(VEAcusip921943858)	52.3K	QoQ -6.06% (-3.4K) YoY -6.81% (-3.8K)	All Managers (Combined)	$2.7M	QoQ -0.15% (-$4.1K) YoY -5.58% (-$157.4K)
Mettler Toledo International Inc/(MTDcusip592688105)	2.2K	QoQ +1152.51% (+2.1K) YoY -7.81% (-190)	All Managers (Combined)	$2.6M	QoQ +1108.73% (+$2.4M) YoY -18.22% (-$590.1K)
Goldman Sachs Group Inc(GScusip38141G104)	4.8K	QoQ +1092.00% (+4.4K) YoY -3.79% (-188)	All Managers (Combined)	$2.6M	QoQ +1037.19% (+$2.4M) YoY +25.82% (-$534.6K)
Duke Energy Corp(DUKcusip26441C204)	20.9K	QoQ -0.72% (-152) YoY -16.44% (-4.1K)	All Managers (Combined)	$2.5M	QoQ +12.39% (-$281.0K) YoY +5.37% (-$130.1K)
(IWRcusip464287499)	29.3K	QoQ +924.58% (+26.5K) YoY -8.35% (-2.7K)	All Managers (Combined)	$2.5M	QoQ +885.99% (+$2.2M) YoY -7.28% (-$196.0K)
(VIGcusip921908844)	12.4K	QoQ 0.00% (-0) YoY +16.51% (+1.8K)	All Managers (Combined)	$2.4M	QoQ -0.93% (-$22.8K) YoY +23.77% (+$461.6K)
(IWDcusip464287598)	11.9K	QoQ +3784.69% (+11.6K) YoY -5.39% (-680)	All Managers (Combined)	$2.2M	QoQ +3848.34% (+$2.2M) YoY -0.60% (-$13.8K)
Mcdonalds Corp(MCDcusip580135101)	7.1K	QoQ +479.67% (+5.9K) YoY -97.58% (-287.4K)	All Managers (Combined)	$2.2M	QoQ +524.62% (+$1.9M) YoY -97.32% (-$80.8M)
Idexx Laboratories Inc /De(IDXXcusip45168D104)	5.3K	QoQ +675.14% (+4.6K) YoY -2.53% (-137)	All Managers (Combined)	$2.2M	QoQ +687.35% (+$1.9M) YoY -24.19% (-$706.4K)
Eli Lilly & Co(LLYcusip532457108)	2.5K	QoQ -2.38% (-61) YoY -93.42% (-35.5K)	All Managers (Combined)	$2.1M	QoQ +4.42% (-$87.4K) YoY -93.02% (-$27.5M)