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 7 of 21

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DOVER Corp

DOV|260003108

Shares:7.0K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$2.4B)

COCA COLA CO

KO|191216100

Shares:17.1K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$2.4B)

BOEING CO

BA|097023105

Shares:6.9K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$2.4B)

ANALOG DEVICES INC

ADI|032654105

Shares:5.8K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$2.4B)

921932703

VOOV|921932703

Shares:6.3K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$2.4B)

922908736

VUG|922908736

Shares:3.1K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.4B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:14.6K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.4B)

PEPSICO INC

PEP|713448108

Shares:7.6K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.4B)

46137V738

Shares:17.8K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.4B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:2.1K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.4B)

SUBURBAN PROPANE PARTNERS LP

SPH|864482104

Shares:45.4K

Value:$954.7K

% of Portfolio:0.0% ($954.7K/$2.4B)

SOUTHERN CO

SO|842587107

Shares:10.4K

Value:$953.3K

% of Portfolio:0.0% ($953.3K/$2.4B)

ServiceNow, Inc.

NOW|81762P102

Shares:1.2K

Value:$952.2K

% of Portfolio:0.0% ($952.2K/$2.4B)

AMAZON COM INC

AMZN|023135106

Shares:5.0K

Value:$951.3K

% of Portfolio:0.0% ($951.3K/$2.4B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:3.1K

Value:$950.2K

% of Portfolio:0.0% ($950.2K/$2.4B)

Texas Pacific Land Corp

TPL|88262P102

Shares:716

Value:$948.7K

% of Portfolio:0.0% ($948.7K/$2.4B)

78464A631

Shares:5.9K

Value:$942.4K

% of Portfolio:0.0% ($942.4K/$2.4B)

AMGEN INC

AMGN|031162100

Shares:3.0K

Value:$937.5K

% of Portfolio:0.0% ($937.5K/$2.4B)

ENBRIDGE INC

ENB|29250N105

Shares:21.1K

Value:$934.5K

% of Portfolio:0.0% ($934.5K/$2.4B)

46428Q109

Shares:30.1K

Value:$931.5K

% of Portfolio:0.0% ($931.5K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOVER Corp(DOVcusip260003108)	7.0K	QoQ +2244.33% (+6.7K) YoY +781.32% (+6.2K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$2.4B)	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	0.1% ($1.2M/$2.4B)	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	0.0% ($1.2M/$2.4B)	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	0.0% ($1.2M/$2.4B)	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	0.0% ($1.2M/$2.4B)	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	0.0% ($1.1M/$2.4B)	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	0.0% ($1.1M/$2.4B)	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	0.0% ($1.1M/$2.4B)	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	0.0% ($1.1M/$2.4B)	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	0.0% ($1.0M/$2.4B)	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	0.0% ($954.7K/$2.4B)	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	0.0% ($953.3K/$2.4B)	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	0.0% ($952.2K/$2.4B)	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	0.0% ($951.3K/$2.4B)	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	0.0% ($950.2K/$2.4B)	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	0.0% ($948.7K/$2.4B)	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	0.0% ($942.4K/$2.4B)	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	0.0% ($937.5K/$2.4B)	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	0.0% ($934.5K/$2.4B)	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	0.0% ($931.5K/$2.4B)	QoQ +405.39% (+$747.2K) YoY +36.67% (+$250.0K)