Evercore Wealth Management, LLC Top Holdings and 13F Report (2025) About Evercore Wealth Management, LLCInvestment ActivityEvercore Wealth Management, LLC has $6.43 billion in total holdings as of June 30, 2025.Evercore Wealth Management, LLC owns shares of 406 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 1.92% of the portfolio was purchased this quarter.About 4.67% of the portfolio was sold this quarter.This quarter, Evercore Wealth Management, LLC has purchased 411 new stocks and bought additional shares in 59 stocks.Evercore Wealth Management, LLC sold shares of 175 stocks and completely divested from 22 stocks this quarter.Largest Holdings Microsoft $415,856,200NVIDIA $381,259,572Apple $337,613,485Amazon.com $255,268,163Mastercard $231,754,171 Largest New Holdings this Quarter 47103U845 - Janus Henderson AAA CLO ETF $17,348,938 Holding74623V103 - PURECYCLE TECHNOLOGIES INC $685,000 Holding21873S108 - COREWEAVE INC $587,016 Holding09261X102 - Blackstone Secured Lending Fund $558,112 Holding281020107 - Edison International $476,836 Holding Largest Purchases this Quarter Ares Capital 1,178,886 shares (about $25.89M)Janus Henderson AAA CLO ETF 341,851 shares (about $17.35M)Comfort Systems USA 32,137 shares (about $17.23M)Progressive 34,579 shares (about $9.23M)Uber Technologies 82,017 shares (about $7.65M) Largest Sales this Quarter TJX Companies 503,011 shares (about $62.12M)Constellation Brands 233,103 shares (about $37.92M)Microsoft 24,764 shares (about $12.32M)Apple 56,602 shares (about $11.61M)NVIDIA 70,925 shares (about $11.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvercore Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$415,856,200$12,317,863 ▼-2.9%836,0436.5%Computer and TechnologyNVDANVIDIA$381,259,572$11,205,441 ▼-2.9%2,413,1885.9%Computer and TechnologyAAPLApple$337,613,485$11,613,036 ▼-3.3%1,645,5305.2%Computer and TechnologyAMZNAmazon.com$255,268,163$7,133,905 ▼-2.7%1,163,5364.0%Retail/WholesaleMAMastercard$231,754,171$4,872,020 ▼-2.1%412,4183.6%Business ServicesBXBlackstone$203,169,728$1,780,451 ▼-0.9%1,358,2683.2%FinanceAZOAutoZone$196,384,391$6,073,208 ▼-3.0%52,9023.1%Retail/WholesaleMSMorgan Stanley$177,757,150$2,809,312 ▲1.6%1,261,9422.8%FinanceGOOGAlphabet$174,483,643$2,797,795 ▼-1.6%983,6162.7%Computer and TechnologyJPMJPMorgan Chase & Co.$173,977,350$10,467,783 ▼-5.7%600,1082.7%FinanceHDHome Depot$165,260,078$3,538,810 ▼-2.1%450,7422.6%Retail/WholesaleWMBWilliams Companies$159,112,113$9,908,654 ▼-5.9%2,533,2292.5%EnergyCBRECBRE Group$145,515,041$2,482,646 ▼-1.7%1,038,5032.3%FinanceGOOGLAlphabet$137,757,940$4,432,890 ▼-3.1%781,6942.1%Computer and TechnologyBRK.BBerkshire Hathaway$131,967,679$9,721,229 ▼-6.9%271,6672.1%FinanceCBChubb$126,158,284$2,380,340 ▼-1.9%435,4492.0%FinanceBLACKROCK INC$115,553,902$2,460,491 ▼-2.1%110,1301.8%COMTMOThermo Fisher Scientific$115,232,543$2,226,786 ▼-1.9%284,2021.8%MedicalACNAccenture$108,660,264$3,293,768 ▼-2.9%363,5461.7%Computer and TechnologyCOSTCostco Wholesale$102,835,957$9,231,190 ▼-8.2%103,8811.6%Retail/WholesaleBLDRBuilders FirstSource$101,981,926$821,964 ▼-0.8%873,9561.6%Retail/WholesaleUBERUber Technologies$100,279,867$7,652,186 ▲8.3%1,074,8111.6%Computer and TechnologyUNHUnitedHealth Group$96,653,609$7,145,985 ▼-6.9%309,8171.5%MedicalAMTAmerican Tower$89,635,103$6,994,178 ▼-7.2%405,5521.4%FinanceCDWCDW$89,558,242$1,488,905 ▼-1.6%501,4741.4%Computer and TechnologyVIKING HOLDINGS LTD$89,445,666$5,065,214 ▲6.0%1,678,4701.4%ORD SHSDLNWisdomTree U.S. LargeCap Dividend Fund$88,084,225$1,534,293 ▼-1.7%1,072,3671.4%FinanceFIXComfort Systems USA$85,080,441$17,232,181 ▲25.4%158,6701.3%ConstructionCROXCrocs$80,439,006$167,720 ▼-0.2%794,2241.3%Consumer DiscretionaryADBEAdobe$79,347,927$3,874,990 ▼-4.7%205,0971.2%Computer and TechnologyEOGEOG Resources$76,461,290$2,517,312 ▲3.4%639,2551.2%EnergyANSSANSYS$75,612,046$2,023,730 ▼-2.6%215,2841.2%Computer and TechnologyPGRProgressive$71,814,160$9,227,752 ▲14.7%269,1081.1%FinanceSPYSPDR S&P 500 ETF Trust$71,378,029$63,639 ▲0.1%115,5261.1%FinanceGNRCGenerac$61,887,486$1,226,307 ▲2.0%432,1451.0%IndustrialsFIFiserv$56,781,682$5,950,904 ▲11.7%329,3410.9%Business ServicesTJXTJX Companies$43,824,379$62,116,830 ▼-58.6%354,8820.7%Retail/WholesaleIVViShares Core S&P 500 ETF$41,245,498$394,269 ▼-0.9%66,4290.6%ETFIAUiShares Gold Trust$39,658,154$295,275 ▲0.8%635,9550.6%FinanceVOOVanguard S&P 500 ETF$38,802,697$3,964,849 ▲11.4%68,3110.6%ETFARCCAres Capital$36,593,548$25,888,334 ▲241.8%1,666,3730.6%FinanceSHWSherwin-Williams$34,966,752$642,083 ▼-1.8%101,8370.5%Basic MaterialsDXJWisdomTree Japan Hedged Equity Fund$34,156,788$1,165,897 ▲3.5%298,9130.5%FinanceLLYEli Lilly and Company$28,021,765$466,938 ▼-1.6%35,9470.4%MedicalJNJJohnson & Johnson$25,353,000$2,888,046 ▼-10.2%165,9770.4%MedicalIWFiShares Russell 1000 Growth ETF$24,721,093$372,780 ▲1.5%58,2250.4%ETFROPRoper Technologies$23,807,280$1,684,082 ▼-6.6%42,0000.4%Computer and TechnologyCVXChevron$23,519,552$1,146,237 ▼-4.6%164,2540.4%EnergyGLDSPDR Gold Shares$23,128,367$240,816 ▼-1.0%75,8730.4%FinanceIBMInternational Business Machines$17,512,909$2,124,483 ▲13.8%59,4100.3%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$17,348,938$17,348,938 ▲New Holding341,8510.3%ETFADPAutomatic Data Processing$17,258,064$991,506 ▼-5.4%55,9600.3%Computer and TechnologyABTAbbott Laboratories$16,688,291$3,351,286 ▼-16.7%122,6990.3%MedicalABBVAbbVie$15,982,996$133,832 ▼-0.8%86,1060.2%MedicalEFAiShares MSCI EAFE ETF$15,897,768$87,245 ▼-0.5%177,8470.2%FinanceSCHWCharles Schwab$15,821,290$96,441 ▼-0.6%173,4030.2%FinanceORCLOracle$13,492,106$232,185 ▼-1.7%61,7120.2%Computer and TechnologyPEPPepsiCo$13,310,953$102,991 ▼-0.8%100,8100.2%Consumer StaplesSYKStryker$12,739,681$59,740 ▼-0.5%32,2010.2%MedicalVVisa$12,609,854$455,170 ▼-3.5%35,5160.2%Business ServicesMCDMcDonald's$12,448,780$1,107,324 ▼-8.2%42,6080.2%Retail/WholesaleCSCOCisco Systems$12,203,040$956,265 ▼-7.3%175,8870.2%Computer and TechnologyMCKMcKesson$11,813,879$252,076 ▼-2.1%16,1220.2%MedicalVEAVanguard FTSE Developed Markets ETF$11,774,094$145,375 ▲1.3%206,5270.2%ETFPGProcter & Gamble$11,470,831$319,754 ▼-2.7%71,9990.2%Consumer StaplesNEENextEra Energy$11,361,347$1,139,113 ▲11.1%163,6610.2%UtilitiesRSPInvesco S&P 500 Equal Weight ETF$10,780,271$335,856 ▲3.2%59,3170.2%ETFKOCocaCola$10,165,077$79,382 ▼-0.8%143,6760.2%Consumer StaplesTXNTexas Instruments$10,000,847$289,630 ▼-2.8%48,1690.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$9,932,187$11,902 ▼-0.1%39,2220.2%ETFRTXRTX$9,877,085$34,315 ▼-0.3%67,6420.2%AerospaceIJHiShares Core S&P Mid-Cap ETF$9,849,644$2,481 ▼0.0%158,8140.2%ETFTSLATesla$9,512,329$1,089,891 ▲12.9%29,9450.1%Auto/Tires/TrucksAVGOBroadcom$9,162,054$2,973,161 ▼-24.5%33,2380.1%Computer and TechnologyXOMExxon Mobil$9,123,007$73,843 ▼-0.8%84,6290.1%EnergyMDYSPDR S&P MidCap 400 ETF Trust$8,969,878$2,832 ▼0.0%15,8340.1%ETFCHKPCheck Point Software Technologies$8,025,401$299,351 ▼-3.6%36,2730.1%Computer and TechnologyBRK.ABerkshire Hathaway$8,016,8000.0%110.1%FinanceXLVHealth Care Select Sector SPDR Fund$8,012,861$202,185 ▼-2.5%59,4470.1%ETFJBLJabil$7,969,3740.0%36,5400.1%Computer and TechnologyIWMiShares Russell 2000 ETF$7,865,330$245,569 ▼-3.0%36,4490.1%FinanceWMTWalmart$7,861,218$978 ▲0.0%80,3970.1%Retail/WholesaleMRKMerck & Co., Inc.$7,596,036$400,945 ▼-5.0%95,9580.1%MedicalLOWLowe's Companies$7,320,600$328,368 ▼-4.3%32,9950.1%Retail/WholesaleGLDMSPDR Gold MiniShares Trust$7,104,662$3,094,182 ▲77.2%108,4350.1%FinanceCRMSalesforce$7,085,032$20,452 ▼-0.3%25,9820.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$6,992,008$1,317,308 ▲23.2%104,0170.1%ETFMPLXMplx$6,802,0500.0%132,0530.1%EnergyEPDEnterprise Products Partners$6,713,448$21,707 ▼-0.3%216,4930.1%EnergyAPHAmphenol$6,097,319$23,206 ▼-0.4%61,7450.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$6,056,6010.0%55,0100.1%ETFNFLXNetflix$5,901,546$100,435 ▼-1.7%4,4070.1%Consumer DiscretionaryVBVanguard Small-Cap ETF$5,815,726$11,849 ▼-0.2%24,5410.1%ETFECLEcolab$5,706,470$12,125 ▼-0.2%21,1790.1%Basic MaterialsQQQInvesco QQQ$5,647,139$441,312 ▼-7.2%10,2370.1%FinanceNETCloudflare$5,547,864$1,012,441 ▼-15.4%28,3300.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,544,9540.0%18,2440.1%ETFITWIllinois Tool Works$5,348,265$74,175 ▼-1.4%21,6310.1%IndustrialsIWBiShares Russell 1000 ETF$5,280,993$10,187 ▼-0.2%15,5520.1%ETFAMGNAmgen$5,175,157$56,680 ▼-1.1%18,5350.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access