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 9 of 21

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46137V357

RSP|46137V357

Shares:4.0K

Value:$692.9K

% of Portfolio:0.0% ($692.9K/$2.4B)

78464A870

Shares:8.5K

Value:$688.7K

% of Portfolio:0.0% ($688.7K/$2.4B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:2.3K

Value:$672.6K

% of Portfolio:0.0% ($672.6K/$2.4B)

464287630

IWN|464287630

Shares:4.4K

Value:$671.7K

% of Portfolio:0.0% ($671.7K/$2.4B)

Cigna Group

CI|125523100

Shares:2.0K

Value:$671.5K

% of Portfolio:0.0% ($671.5K/$2.4B)

UNION PACIFIC CORP

UNP|907818108

Shares:2.8K

Value:$670.0K

% of Portfolio:0.0% ($670.0K/$2.4B)

Motorola Solutions, Inc.

MSI|620076307

Shares:1.5K

Value:$667.7K

% of Portfolio:0.0% ($667.7K/$2.4B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.8K

Value:$664.2K

% of Portfolio:0.0% ($664.2K/$2.4B)

MICROSOFT CORP

MSFT|594918104

Shares:1.8K

Value:$660.7K

% of Portfolio:0.0% ($660.7K/$2.4B)

922908553

VNQ|922908553

Shares:7.3K

Value:$659.8K

% of Portfolio:0.0% ($659.8K/$2.4B)

25434V880

DFAX|25434V880

Shares:25.0K

Value:$655.0K

% of Portfolio:0.0% ($655.0K/$2.4B)

S&P Global Inc.

SPGI|78409V104

Shares:1.3K

Value:$649.9K

% of Portfolio:0.0% ($649.9K/$2.4B)

MPLX LP

MPLX|55336V100

Shares:12.1K

Value:$645.1K

% of Portfolio:0.0% ($645.1K/$2.4B)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:12.0K

Value:$640.9K

% of Portfolio:0.0% ($640.9K/$2.4B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.5K

Value:$634.9K

% of Portfolio:0.0% ($634.9K/$2.4B)

Blue Owl Capital Corp

OBDC|69121K104

Shares:43.1K

Value:$631.8K

% of Portfolio:0.0% ($631.8K/$2.4B)

DEERE & CO

DE|244199105

Shares:1.3K

Value:$627.1K

% of Portfolio:0.0% ($627.1K/$2.4B)

American Water Works Company, Inc.

AWK|030420103

Shares:4.2K

Value:$622.5K

% of Portfolio:0.0% ($622.5K/$2.4B)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.1K

Value:$612.1K

% of Portfolio:0.0% ($612.1K/$2.4B)

INTUIT INC.

INTU|461202103

Shares:979

Value:$601.1K

% of Portfolio:0.0% ($601.1K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(RSPcusip46137V357)	4.0K	QoQ +3378.26% (+3.9K) YoY +3378.26% (+3.9K)	All Managers (Combined)	$692.9K	0.0% ($692.9K/$2.4B)	QoQ +3338.63% (+$672.8K) YoY +3457.44% (+$673.4K)
(cusip78464A870)✕	8.5K	QoQ 0.00% (-0) YoY -15.01% (-1.5K)	All Managers (Combined)	$688.7K	0.0% ($688.7K/$2.4B)	QoQ -9.94% (-$76.1K) YoY -27.36% (-$259.4K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	2.3K	QoQ +22500.00% (+2.3K) YoY 0.00% (+0)	All Managers (Combined)	$672.6K	0.0% ($672.6K/$2.4B)	QoQ +24323.42% (+$669.9K) YoY +26.25% (+$139.9K)
(IWNcusip464287630)	4.4K	QoQ -6.31% (-300) YoY -57.40% (-6.0K)	All Managers (Combined)	$671.7K	0.0% ($671.7K/$2.4B)	QoQ -13.84% (-$107.9K) YoY -59.50% (-$987.1K)
Cigna Group(CIcusip125523100)	2.0K	QoQ +1482.17% (+1.9K) YoY -14.42% (-344)	All Managers (Combined)	$671.5K	0.0% ($671.5K/$2.4B)	QoQ +1785.04% (+$635.9K) YoY -22.47% (-$194.7K)
UNION PACIFIC CORP(UNPcusip907818108)	2.8K	QoQ -24.08% (-900) YoY -27.02% (-1.1K)	All Managers (Combined)	$670.0K	0.0% ($670.0K/$2.4B)	QoQ -21.36% (-$182.0K) YoY -29.89% (-$285.7K)
Motorola Solutions, Inc.(MSIcusip620076307)	1.5K	QoQ +16844.44% (+1.5K) YoY -8.68% (-145)	All Managers (Combined)	$667.7K	0.0% ($667.7K/$2.4B)	QoQ +15949.51% (+$663.5K) YoY +12.62% (-$74.8K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.8K	QoQ -13.18% (-574) YoY -8.69% (-360)	All Managers (Combined)	$664.2K	0.0% ($664.2K/$2.4B)	QoQ -20.87% (-$175.2K) YoY -0.69% (-$4.6K)
MICROSOFT CORP(MSFTcusip594918104)	1.8K	QoQ +1.73% (-30) YoY -98.49% (-115.0K)	All Managers (Combined)	$660.7K	0.0% ($660.7K/$2.4B)	QoQ -9.39% (-$68.5K) YoY -98.65% (-$48.5M)
(VNQcusip922908553)	7.3K	QoQ +2735.40% (+7.0K) YoY +2735.40% (+7.0K)	All Managers (Combined)	$659.8K	0.0% ($659.8K/$2.4B)	QoQ +2781.82% (+$636.9K) YoY +2868.57% (+$637.5K)
(DFAXcusip25434V880)	25.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$655.0K	0.0% ($655.0K/$2.4B)	QoQ +5.39% (+$33.5K) YoY +2.98% (+$19.0K)
S&P Global Inc.(SPGIcusip78409V104)	1.3K	QoQ -36.05% (-721) YoY -36.05% (-721)	All Managers (Combined)	$649.9K	0.0% ($649.9K/$2.4B)	QoQ -34.75% (-$346.2K) YoY -23.62% (-$201.0K)
MPLX LP(MPLXcusip55336V100)	12.1K	QoQ 0.00% (+0) YoY -88.03% (-88.7K)	All Managers (Combined)	$645.1K	0.0% ($645.1K/$2.4B)	QoQ +11.82% (+$68.2K) YoY -84.59% (-$3.5M)
Jefferies Financial Group Inc.(JEFcusip47233W109)	12.0K	QoQ -28.20% (-4.7K) YoY -33.29% (-6.0K)	All Managers (Combined)	$640.9K	0.0% ($640.9K/$2.4B)	QoQ -50.94% (-$665.5K) YoY -18.96% (-$150.0K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.5K	QoQ 0.00% (-0) YoY -20.92% (-400)	All Managers (Combined)	$634.9K	0.0% ($634.9K/$2.4B)	QoQ -1.32% (-$8.5K) YoY -16.52% (-$125.7K)
Blue Owl Capital Corp(OBDCcusip69121K104)	43.1K	QoQ NEW(+43.1K) YoY NEW(+43.1K)	All Managers (Combined)	$631.8K	0.0% ($631.8K/$2.4B)	QoQ NEW(+$631.8K) YoY NEW(+$631.8K)
DEERE & CO(DEcusip244199105)	1.3K	QoQ -10.15% (-151) YoY +80.54% (+596)	All Managers (Combined)	$627.1K	0.0% ($627.1K/$2.4B)	QoQ -0.47% (-$3.0K) YoY +106.30% (+$323.1K)
American Water Works Company, Inc.(AWKcusip030420103)	4.2K	QoQ -1.86% (-80) YoY -1.86% (-80)	All Managers (Combined)	$622.5K	0.0% ($622.5K/$2.4B)	QoQ +16.29% (-$87.2K) YoY +18.46% (-$97.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.1K	QoQ -0.67% (-35) YoY -94.06% (-81.6K)	All Managers (Combined)	$612.1K	0.0% ($612.1K/$2.4B)	QoQ +9.81% (-$54.7K) YoY -93.93% (-$9.5M)
INTUIT INC.(INTUcusip461202103)	979	QoQ -2.19% (-22) YoY -9.26% (-100)	All Managers (Combined)	$601.1K	0.0% ($601.1K/$2.4B)	QoQ -4.45% (-$28.0K) YoY -14.29% (-$100.3K)