Evercore Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

411 positions
Manager:
SEC
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Page 9 of 21
46137V357
RSP|46137V357
Shares:
4000(+3378.3%)
Value:
$692.9M(+3338.6%)
78464A870
78464A870
Shares:
8492(+0.0%)
Value:
$688.7M(-9.9%)
Verisk Analytics, Inc.
VRSK|92345Y106
Shares:
2260(+22500.0%)
Value:
$672.6M(+24323.4%)
464287630
IWN|464287630
Shares:
4449(-6.3%)
Value:
$671.7M(-13.8%)
Cigna Group
CI|125523100
Shares:
2041(+1482.2%)
Value:
$671.5M(+1785.0%)
UNION PACIFIC CORP
UNP|907818108
Shares:
2836(-24.1%)
Value:
$670.0M(-21.4%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
1525(+16844.4%)
Value:
$667.7M(+15949.5%)
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
3779(-13.2%)
Value:
$664.2M(-20.9%)
MICROSOFT CORP
MSFT|594918104
Shares:
1760(+1.7%)
Value:
$660.7M(-9.4%)
922908553
VNQ|922908553
Shares:
7287(+2735.4%)
Value:
$659.8M(+2781.8%)
25434V880
DFAX|25434V880
Shares:
25000(+0.0%)
Value:
$655.0M(+5.4%)
S&P Global Inc.
SPGI|78409V104
Shares:
1279(-36.0%)
Value:
$649.9M(-34.8%)
MPLX LP
MPLX|55336V100
Shares:
12053(+0.0%)
Value:
$645.1M(+11.8%)
Jefferies Financial Group Inc.
JEF|47233W109
Shares:
11963(-28.2%)
Value:
$640.9M(-50.9%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
1512(+0.0%)
Value:
$634.9M(-1.3%)
Blue Owl Capital Corp
OBDC|69121K104
Shares:
43100
Value:
$631.8M
DEERE & CO
DE|244199105
Shares:
1336(-10.2%)
Value:
$627.1M(-0.5%)
American Water Works Company, Inc.
AWK|030420103
Shares:
4220(-1.9%)
Value:
$622.5M(+16.3%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
5147(-0.7%)
Value:
$612.1M(+9.8%)
INTUIT INC.
INTU|461202103
Shares:
979(-2.2%)
Value:
$601.1M(-4.5%)