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 7 of 21

Sort by:

DOVER Corp

DOV|260003108

7033(+2244.3%)

Value:

$1.2B(+2095.4%)

COCA COLA CO

KO|191216100

17067(-0.3%)

Value:

$1.2B(+14.7%)

BOEING CO

BA|097023105

6878(+143.0%)

Value:

$1.2B(+134.2%)

ANALOG DEVICES INC

ADI|032654105

5772(+0.0%)

Value:

$1.2B(-5.1%)

921932703

VOOV|921932703

6304(+0.0%)

Value:

$1.2B(-0.2%)

922908736

VUG|922908736

3094(-17.5%)

Value:

$1.1B(-25.4%)

SCHWAB CHARLES CORP

SCHW|808513105

14627(-4.6%)

Value:

$1.1B(+0.9%)

PEPSICO INC

PEP|713448108

7571(-14.5%)

Value:

$1.1B(-15.7%)

46137V738

17782(+0.0%)

Value:

$1.1B(+4.6%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

2101(+9450.0%)

Value:

$1.0B(+11398.0%)

SUBURBAN PROPANE PARTNERS LP

SPH|864482104

45438(+0.0%)

Value:

$954.7M(+22.1%)

SOUTHERN CO

SO|842587107

10368(-0.3%)

Value:

$953.3M(+11.4%)

ServiceNow, Inc.

NOW|81762P102

1196(+39766.7%)

Value:

$952.2M(+29842.9%)

AMAZON COM INC

AMZN|023135106

5000(+59.0%)

Value:

$951.3M(+37.9%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

3110(-2.1%)

Value:

$950.2M(+2.2%)

Texas Pacific Land Corp

TPL|88262P102

716(+1093.3%)

Value:

$948.7M(+1329.7%)

78464A631

5865(+2173.3%)

Value:

$942.4M(+2102.9%)

AMGEN INC

AMGN|031162100

3009(+0.0%)

Value:

$937.5M(+19.5%)

ENBRIDGE INC

ENB|29250N105

21089(-1.2%)

Value:

$934.5M(+3.2%)

46428Q109

30058(+329.4%)

Value:

$931.5M(+405.4%)

Instrument	Shares		Other Manager	Value
Dover Corp(DOVcusip260003108)	7.0K	QoQ +2244.33% (+6.7K) YoY +781.32% (+6.2K)	All Managers (Combined)	$1.2M	QoQ +2095.37% (+$1.2M) YoY +773.81% (+$1.1M)
Coca Cola Co(KOcusip191216100)	17.1K	QoQ -0.26% (-45) YoY -89.02% (-138.5K)	All Managers (Combined)	$1.2M	QoQ +14.73% (-$156.9K) YoY -87.15% (-$8.3M)
Boeing Co(BAcusip097023105)	6.9K	QoQ +143.03% (+4.0K) YoY +110.65% (+3.6K)	All Managers (Combined)	$1.2M	QoQ +134.18% (+$672.1K) YoY +86.16% (+$542.9K)
Analog Devices Inc(ADIcusip032654105)	5.8K	QoQ 0.00% (-0) YoY -6.14% (-378)	All Managers (Combined)	$1.2M	QoQ -5.07% (-$62.3K) YoY -4.30% (-$52.4K)
(VOOVcusip921932703)	6.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	QoQ -0.17% (-$2.0K) YoY +2.06% (+$23.5K)
(VUGcusip922908736)	3.1K	QoQ -17.47% (-655) YoY -8.02% (-270)	All Managers (Combined)	$1.1M	QoQ -25.43% (-$391.4K) YoY -0.91% (-$10.6K)
Schwab Charles Corp(SCHWcusip808513105)	14.6K	QoQ -4.57% (-702) YoY -91.25% (-152.6K)	All Managers (Combined)	$1.1M	QoQ +0.92% (-$10.5K) YoY -90.53% (-$10.9M)
Pepsico Inc(PEPcusip713448108)	7.6K	QoQ -14.48% (-1.3K) YoY -14.53% (-1.3K)	All Managers (Combined)	$1.1M	QoQ -15.67% (-$211.0K) YoY -26.78% (-$415.2K)
(cusip46137V738)✕	17.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	QoQ +4.63% (+$46.8K) YoY +4.99% (+$50.3K)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	2.1K	QoQ +9450.00% (+2.1K) YoY +13.50% (+250)	All Managers (Combined)	$1.0M	QoQ +11397.99% (+$1.0M) YoY +31.64% (+$244.9K)
Suburban Propane Partners Lp(SPHcusip864482104)	45.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$954.7K	QoQ +22.15% (+$173.1K) YoY +2.83% (+$26.4K)
Southern Co(SOcusip842587107)	10.4K	QoQ -0.26% (-28) YoY +406.25% (+8.3K)	All Managers (Combined)	$953.3K	QoQ +11.39% (-$97.5K) YoY +548.86% (+$806.4K)
Servicenow, Inc.(NOWcusip81762P102)	1.2K	QoQ +39766.66% (+1.2K) YoY -3.93% (-49)	All Managers (Combined)	$952.2K	QoQ +29842.86% (+$949.0K) YoY +0.31% (-$3.0K)
Amazon Com Inc(AMZNcusip023135106)	5.0K	QoQ +58.98% (+1.9K) YoY -99.52% (-1.1M)	All Managers (Combined)	$951.3K	QoQ +37.87% (+$261.3K) YoY -99.50% (-$190.9M)
Automatic Data Processing Inc(ADPcusip053015103)	3.1K	QoQ -2.10% (-67) YoY -94.68% (-55.4K)	All Managers (Combined)	$950.2K	QoQ +2.17% (-$20.2K) YoY -93.49% (-$13.7M)
Texas Pacific Land Corp(TPLcusip88262P102)	716	QoQ +1093.33% (+656) YoY +1093.33% (+656)	All Managers (Combined)	$948.7K	QoQ +1329.65% (+$882.3K) YoY +2633.11% (+$914.0K)
(cusip78464A631)✕	5.9K	QoQ +2173.25% (+5.6K) YoY +2173.25% (+5.6K)	All Managers (Combined)	$942.4K	QoQ +2102.90% (+$899.7K) YoY +2499.71% (+$906.2K)
Amgen Inc(AMGNcusip031162100)	3.0K	QoQ 0.00% (+0) YoY +0.16% (+5)	All Managers (Combined)	$937.5K	QoQ +19.53% (+$153.2K) YoY +9.75% (+$83.4K)
Enbridge Inc(ENBcusip29250N105)	21.1K	QoQ -1.21% (-259) YoY +529.52% (+17.7K)	All Managers (Combined)	$934.5K	QoQ +3.16% (-$28.7K) YoY +670.98% (+$813.3K)
(cusip46428Q109)✕	30.1K	QoQ +329.40% (+23.1K) YoY +0.33% (+100)	All Managers (Combined)	$931.5K	QoQ +405.39% (+$747.2K) YoY +36.67% (+$250.0K)