Evercore Wealth Management, LLC Top Holdings and 13F Report (2025)

About Evercore Wealth Management, LLC

Investment Activity

Evercore Wealth Management, LLC has $6.22 billion in total holdings as of March 31, 2025.
Evercore Wealth Management, LLC owns shares of 411 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 3.77% of the portfolio was purchased this quarter.
About 6.82% of the portfolio was sold this quarter.
This quarter, Evercore Wealth Management, LLC has purchased 417 new stocks and bought additional shares in 39 stocks.
Evercore Wealth Management, LLC sold shares of 230 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

Apple: $378,094,534
Microsoft: $323,138,381
NVIDIA: $269,228,167
Mastercard: $230,806,754
Amazon.com: $227,561,044

Largest New Holdings this Quarter

199908104 - Comfort Systems USA: $40,785,382 Holding
69121K104 - Blue Owl Capital: $631,846 Holding
78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF: $415,609 Holding
77664L207 - Root: $412,730 Holding
G9456A100 - Golar LNG: $379,900 Holding

Largest Purchases this Quarter

Uber Technologies: 988,633 shares (about $72.03M)
Progressive: 216,928 shares (about $61.39M)
Comfort Systems USA: 126,533 shares (about $40.79M)
VIKING HOLDINGS LTD: 361,588 shares (about $14.37M)
NVIDIA: 121,557 shares (about $13.17M)

Largest Sales this Quarter

Abbott Laboratories: 630,325 shares (about $83.61M)
McDonald's: 223,869 shares (about $69.93M)
BorgWarner: 1,112,542 shares (about $31.87M)
Celanese: 412,108 shares (about $23.40M)
Constellation Brands: 113,638 shares (about $20.85M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$378,094,534	$10,488,533 ▼	-2.7%	1,702,132	6.1%	Computer and Technology
MSFT Microsoft	$323,138,381	$3,811,335 ▼	-1.2%	860,807	5.2%	Computer and Technology
NVDA NVIDIA	$269,228,167	$13,174,348 ▲	5.1%	2,484,113	4.3%	Computer and Technology
MA Mastercard	$230,806,754	$8,664,133 ▼	-3.6%	421,088	3.7%	Business Services
AMZN Amazon.com	$227,561,044	$4,668,410 ▼	-2.0%	1,196,053	3.7%	Retail/Wholesale
AZO AutoZone	$207,941,395	$11,339,208 ▼	-5.2%	54,538	3.3%	Retail/Wholesale
BX Blackstone	$191,522,502	$4,091,780 ▼	-2.1%	1,370,171	3.1%	Finance
UNH UnitedHealth Group	$174,263,671	$6,246,766 ▼	-3.5%	332,723	2.8%	Medical
HD Home Depot	$168,729,899	$2,711,661 ▼	-1.6%	460,394	2.7%	Retail/Wholesale
WMB Williams Companies	$160,813,263	$4,256,346 ▼	-2.6%	2,690,985	2.6%	Energy
GOOG Alphabet	$156,134,387	$3,824,979 ▼	-2.4%	999,388	2.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$156,063,573	$3,595,608 ▼	-2.3%	636,215	2.5%	Finance
BRK.B Berkshire Hathaway	$155,342,402	$6,517,181 ▲	4.4%	291,679	2.5%	Finance
MS Morgan Stanley	$144,903,906	$3,782,908 ▼	-2.5%	1,241,998	2.3%	Finance
TMO Thermo Fisher Scientific	$144,151,735	$4,174,366 ▼	-2.8%	289,694	2.3%	Medical
CBRE CBRE Group	$138,132,582	$6,145,091 ▼	-4.3%	1,056,221	2.2%	Finance
CB Chubb	$133,982,393	$3,076,372 ▼	-2.2%	443,665	2.2%	Finance
GOOGL Alphabet	$124,771,039	$1,987,589 ▼	-1.6%	806,848	2.0%	Computer and Technology
ACN Accenture	$116,879,574	$2,662,637 ▼	-2.2%	374,566	1.9%	Computer and Technology
BLDR Builders FirstSource	$110,072,140	$4,457,110 ▲	4.2%	881,000	1.8%	Retail/Wholesale
COST Costco Wholesale	$107,067,971	$1,197,357 ▼	-1.1%	113,206	1.7%	Retail/Wholesale
BLACKROCK INC	$106,455,338	$3,016,432 ▼	-2.8%	112,475	1.7%	COM
TJX TJX Companies	$104,491,367	$2,327,233 ▼	-2.2%	857,893	1.7%	Retail/Wholesale
AMT American Tower	$95,134,067	$3,519,245 ▼	-3.6%	437,197	1.5%	Finance
DLN WisdomTree U.S. LargeCap Dividend Fund	$86,596,321	$3,415,291 ▼	-3.8%	1,091,046	1.4%	Finance
CROX Crocs	$84,522,456	$6,029,080 ▲	7.7%	795,880	1.4%	Consumer Discretionary
ADBE Adobe	$82,502,289	$6,778,126 ▼	-7.6%	215,113	1.3%	Computer and Technology
CDW CDW	$81,702,311	$2,284,506 ▼	-2.7%	509,811	1.3%	Computer and Technology
EOG EOG Resources	$79,279,122	$489,236 ▼	-0.6%	618,209	1.3%	Energy
UBER Uber Technologies	$72,334,970	$72,031,800 ▲	23,759.5%	992,794	1.2%	Computer and Technology
ANSS ANSYS	$69,974,322	$2,395,093 ▼	-3.3%	221,046	1.1%	Computer and Technology
PGR Progressive	$66,374,052	$61,392,793 ▲	1,232.5%	234,529	1.1%	Finance
FI Fiserv	$65,106,205	$6,000,393 ▲	10.2%	294,825	1.0%	Business Services
SPY SPDR S&P 500 ETF Trust	$64,566,734	$3,069,945 ▼	-4.5%	115,423	1.0%	Finance
VIKING HOLDINGS LTD	$62,940,945	$14,373,123 ▲	29.6%	1,583,420	1.0%	ORD SHS
GNRC Generac	$53,646,660	$821,452 ▼	-1.5%	423,582	0.9%	Industrials
STZ Constellation Brands	$44,400,830	$20,854,846 ▼	-32.0%	241,940	0.7%	Consumer Staples
FIX Comfort Systems USA	$40,785,382	$40,785,382 ▲	New Holding	126,533	0.7%	Construction
IVV iShares Core S&P 500 ETF	$37,683,019	$666,971 ▼	-1.7%	67,064	0.6%	ETF
IAU iShares Gold Trust	$37,216,731	$1,024,607 ▼	-2.7%	631,220	0.6%	Finance
SHW Sherwin-Williams	$36,213,448	$821,993 ▼	-2.2%	103,707	0.6%	Basic Materials
DXJ WisdomTree Japan Hedged Equity Fund	$31,810,068	$1,844,083 ▲	6.2%	288,710	0.5%	Finance
VOO Vanguard S&P 500 ETF	$31,518,614	$1,453,851 ▲	4.8%	61,331	0.5%	ETF
JNJ Johnson & Johnson	$30,661,177	$905,487 ▼	-2.9%	184,884	0.5%	Medical
LLY Eli Lilly and Company	$30,183,706	$539,319 ▼	-1.8%	36,546	0.5%	Medical
CVX Chevron	$28,817,267	$5,007,669 ▼	-14.8%	172,259	0.5%	Energy
ROP Roper Technologies	$26,514,002	$2,798,147 ▼	-9.5%	44,971	0.4%	Computer and Technology
GLD SPDR Gold Shares	$22,089,677	$733,316 ▼	-3.2%	76,663	0.4%	Finance
IWF iShares Russell 1000 Growth ETF	$20,707,316	$421,029 ▲	2.1%	57,347	0.3%	ETF
ABT Abbott Laboratories	$19,544,518	$83,612,610 ▼	-81.1%	147,339	0.3%	Medical
ABBV AbbVie	$18,191,993	$142,264 ▼	-0.8%	86,827	0.3%	Medical
ADP Automatic Data Processing	$18,079,737	$351,971 ▼	-1.9%	59,175	0.3%	Business Services
PEP PepsiCo	$15,232,405	$1,633,296 ▼	-9.7%	101,590	0.2%	Consumer Staples
EFA iShares MSCI EAFE ETF	$14,615,218	$466,270 ▼	-3.1%	178,823	0.2%	Finance
MCD McDonald's	$14,493,343	$69,929,958 ▼	-82.8%	46,398	0.2%	Retail/Wholesale
SCHW Charles Schwab	$13,656,729	$71,313 ▼	-0.5%	174,460	0.2%	Finance
IBM International Business Machines	$12,980,823	$641,544 ▼	-4.7%	52,203	0.2%	Computer and Technology
V Visa	$12,896,285	$315,766 ▼	-2.4%	36,798	0.2%	Business Services
PG Procter & Gamble	$12,612,035	$367,253 ▼	-2.8%	74,006	0.2%	Consumer Staples
SYK Stryker	$12,043,032	$17,868 ▲	0.1%	32,352	0.2%	Medical
CSCO Cisco Systems	$11,704,536	$1,054,315 ▼	-8.3%	189,670	0.2%	Computer and Technology
MCK McKesson	$11,081,453	$2,154,914 ▼	-16.3%	16,466	0.2%	Medical
ARCC Ares Capital	$10,802,723	$12,090,996 ▼	-52.8%	487,487	0.2%	Finance
NEE NextEra Energy	$10,438,694	$231,881 ▼	-2.2%	147,252	0.2%	Utilities
KO Coca-Cola	$10,370,433	$69,973 ▼	-0.7%	144,798	0.2%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$10,368,162	$330,853 ▼	-3.1%	203,977	0.2%	ETF
XOM Exxon Mobil	$10,146,394	$271,160 ▼	-2.6%	85,314	0.2%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$9,955,354	$245,120 ▼	-2.4%	57,469	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$9,269,131	$670,967 ▼	-6.8%	158,854	0.1%	ETF
MRK Merck & Co., Inc.	$9,067,825	$273,588 ▼	-2.9%	101,023	0.1%	Medical
RTX RTX	$8,990,988	$182,133 ▼	-2.0%	67,877	0.1%	Aerospace
TXN Texas Instruments	$8,906,651	$529,037 ▼	-5.6%	49,564	0.1%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$8,898,871	$12,224,541 ▼	-57.9%	60,947	0.1%	ETF
BRK.A Berkshire Hathaway	$8,782,858	$798,442 ▼	-8.3%	11	0.1%	Finance
ORCL Oracle	$8,776,440	$235,860 ▼	-2.6%	62,774	0.1%	Computer and Technology
CHKP Check Point Software Technologies	$8,575,718	$455,840 ▼	-5.0%	37,626	0.1%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$8,449,988	$423,593 ▼	-4.8%	15,839	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$8,108,263	$317,360 ▼	-3.8%	39,269	0.1%	ETF
AMAT Applied Materials	$8,093,197	$17,124 ▼	-0.2%	55,769	0.1%	Computer and Technology
LOW Lowe's Companies	$8,040,604	$16,793 ▼	-0.2%	34,475	0.1%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$7,498,230	$148,620 ▼	-1.9%	37,587	0.1%	Finance
EPD Enterprise Products Partners	$7,414,969	$34,140 ▼	-0.5%	217,193	0.1%	Energy
AVGO Broadcom	$7,370,938	$28,965 ▼	-0.4%	44,024	0.1%	Computer and Technology
MPLX Mplx	$7,067,477		0.0%	132,053	0.1%	Energy
WMT Walmart	$7,057,174	$280,840 ▼	-3.8%	80,387	0.1%	Retail/Wholesale
CRM Salesforce	$6,992,657	$325,521 ▼	-4.4%	26,057	0.1%	Computer and Technology
TSLA Tesla	$6,871,369	$216,139 ▲	3.2%	26,514	0.1%	Auto/Tires/Trucks
AMGN Amgen	$5,837,824	$220,266 ▼	-3.6%	18,738	0.1%	Medical
VB Vanguard Small-Cap ETF	$5,453,054	$2,883 ▼	-0.1%	24,591	0.1%	ETF
ITW Illinois Tool Works	$5,439,107	$834,802 ▼	-13.3%	21,931	0.1%	Industrials
ECL Ecolab	$5,380,708	$26,366 ▼	-0.5%	21,224	0.1%	Basic Materials
QQQ Invesco QQQ	$5,175,470	$265,878 ▲	5.4%	11,037	0.1%	Finance
UNP Union Pacific	$5,167,750	$1,227,976 ▼	-19.2%	21,875	0.1%	Transportation
VEU Vanguard FTSE All-World ex-US ETF	$5,120,904	$76,007 ▼	-1.5%	84,420	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$5,106,578	$348,112 ▼	-6.4%	55,010	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$5,014,231		0.0%	18,244	0.1%	ETF
JBL Jabil	$4,971,998		0.0%	36,540	0.1%	Computer and Technology
DHR Danaher	$4,971,250	$146,165 ▼	-2.9%	24,250	0.1%	Medical
IWB iShares Russell 1000 ETF	$4,779,623	$18,404 ▼	-0.4%	15,582	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$4,537,632	$230,735 ▼	-4.8%	100,257	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Evercore Wealth Management, LLC Top Holdings and 13F Report (2025)

About Evercore Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Evercore Wealth Management, LLC Top Holdings and 13F Report (2025)

About Evercore Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvercore Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools