Evercore Wealth Management, LLC
Investment Portfolio & 13F Holdings Analysis
About
Evercore Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 411 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Evercore-Wealth-Management
Data Enrichment
89% identified365 identified46 unidentified
Holdings
411 positions • $2.4B total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 1.5M | All Managers (Combined) | $340.6M | 14.3% ($340.6M/$2.4B) | ||
NVIDIA CORP(NVDAcusip67066G104) | 2.2M | All Managers (Combined) | $235.4M | 9.9% ($235.4M/$2.4B) | ||
Mastercard Inc(MAcusip57636Q104) | 370.0K | All Managers (Combined) | $202.8M | 8.5% ($202.8M/$2.4B) | ||
AUTOZONE INC(AZOcusip053332102) | 47.1K | All Managers (Combined) | $179.5M | 7.6% ($179.5M/$2.4B) | ||
HOME DEPOT, INC.(HDcusip437076102) | 404.5K | All Managers (Combined) | $148.3M | 6.2% ($148.3M/$2.4B) | ||
Alphabet Inc.(GOOGcusip02079K107) | 870.8K | All Managers (Combined) | $136.0M | 5.7% ($136.0M/$2.4B) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 727.3K | All Managers (Combined) | $112.5M | 4.7% ($112.5M/$2.4B) | ||
BlackRock, Inc.(BLKcusip09290D101) | 101.9K | YoY NEW(+101.9K) | All Managers (Combined) | $96.4M | 4.1% ($96.4M/$2.4B) | YoY NEW(+$96.4M) |
| 449.8K | All Managers (Combined) | $72.1M | 3.0% ($72.1M/$2.4B) | |||
| 207.6K | All Managers (Combined) | $58.8M | 2.5% ($58.8M/$2.4B) | |||
| 92.8K | All Managers (Combined) | $51.9M | 2.2% ($51.9M/$2.4B) | |||
| 67.1K | All Managers (Combined) | $37.7M | 1.6% ($37.7M/$2.4B) | |||
| 99.9K | All Managers (Combined) | $34.9M | 1.5% ($34.9M/$2.4B) | |||
| 51.8K | All Managers (Combined) | $27.6M | 1.2% ($27.6M/$2.4B) | |||
| 41.0K | All Managers (Combined) | $24.2M | 1.0% ($24.2M/$2.4B) | |||
| 141.0K | All Managers (Combined) | $23.4M | 1.0% ($23.4M/$2.4B) | |||
| 146.4K | All Managers (Combined) | $19.1M | 0.8% ($19.1M/$2.4B) | |||
MORGAN STANLEY(MScusip617446448) | 151.8K | All Managers (Combined) | $17.7M | 0.7% ($17.7M/$2.4B) | ||
| 125.3K | All Managers (Combined) | $16.6M | 0.7% ($16.6M/$2.4B) | |||
| 197.4K | All Managers (Combined) | $15.7M | 0.7% ($15.7M/$2.4B) |