Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.02 Billion
  • Q1 2025

Evercore Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.02 Billion distributed in 728 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $378M, Microsoft Corp with a value of $323M, Nvidia Corp with a value of $268M, Mastercard Inc with a value of $231M, and Amazon Com Inc with a value of $227M.

Examining the 13F form we can see an decrease of $455M in the current position value, from $6.47B to 6.02B.

Evercore Wealth Management, LLC is based out at New York, NY

Below you can find more details about Evercore Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.02 Billion
Technology: $1.54 Billion
Financial Services: $1.17 Billion
Consumer Cyclical: $846 Million
ETFs: $532 Million
Healthcare: $487 Million
Industrials: $317 Million
Energy: $302 Million
Communication Services: $299 Million
Other: $526 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$378 Million 6.28% of portfolio
1,702,132
Q1 2025 Reduced 2.7%
$3.51T
$323 Million 5.37% of portfolio
860,807
Q1 2025 Reduced 1.17%
$359B
$268 Million 4.45% of portfolio
2,469,113
Q1 2025 Added 4.51%
$562B
$231 Million 3.84% of portfolio
421,088
Q1 2025 Reduced 3.62%
$2.22T
$227 Million 3.77% of portfolio
1,191,053
Q1 2025 Reduced 2.42%
$70.5B
$208 Million 3.46% of portfolio
54,538
Q1 2025 Reduced 5.17%
$101B
$190 Million 3.16% of portfolio
1,358,171
Q1 2025 Reduced 2.95%
$284B
$174 Million 2.9% of portfolio
332,723
Q1 2025 Reduced 3.46%
$377B
$169 Million 2.8% of portfolio
460,394
Q1 2025 Reduced 1.58%
$71.8B
$161 Million 2.67% of portfolio
2,690,985
Q1 2025 Reduced 2.58%
$1.1T
$156 Million 2.6% of portfolio
999,388
Q1 2025 Reduced 2.39%
$788B
$156 Million 2.59% of portfolio
636,215
Q1 2025 Reduced 2.25%
$648B
$146 Million 2.43% of portfolio
274,679
Q1 2025 Reduced 1.7%
$223B
$145 Million 2.41% of portfolio
1,241,998
Q1 2025 Reduced 2.54%
$162B
$144 Million 2.4% of portfolio
289,694
Q1 2025 Reduced 2.81%
$42.7B
$138 Million 2.3% of portfolio
1,056,221
Q1 2025 Reduced 4.26%
$993B
$125 Million 2.07% of portfolio
806,848
Q1 2025 Reduced 1.57%
$202B
$117 Million 1.94% of portfolio
374,566
Q1 2025 Reduced 2.23%
$18.3B
$110 Million 1.83% of portfolio
881,000
Q1 2025 Added 4.22%
$446B
$107 Million 1.78% of portfolio
113,206
Q1 2025 Reduced 1.11%
$146B
$104 Million 1.74% of portfolio
857,893
Q1 2025 Reduced 2.18%
$99.9B
$95.1 Million 1.58% of portfolio
437,197
Q1 2025 Reduced 3.57%
$0
$86.6 Million 1.44% of portfolio
1,091,046
Q1 2025 Reduced 3.79%
$6.3B
$84.5 Million 1.4% of portfolio
795,880
Q1 2025 Added 7.68%
$193B
$82.5 Million 1.37% of portfolio
215,113
Q1 2025 Reduced 7.59%
$24.2B
$81.7 Million 1.36% of portfolio
509,811
Q1 2025 Reduced 2.72%
$69.1B
$79.3 Million 1.32% of portfolio
618,209
Q1 2025 Reduced 0.61%
$171B
$72.3 Million 1.2% of portfolio
992,794
Q1 2025 Added 23,759.5%
$30.1B
$70 Million 1.16% of portfolio
221,046
Q1 2025 Reduced 3.31%
$155B
$66.4 Million 1.1% of portfolio
234,529
Q1 2025 Added 1,232.48%
$0
$64.6 Million 1.07% of portfolio
115,423
Q1 2025 Reduced 4.54%
$8.35B
$53.6 Million 0.89% of portfolio
423,582
Q1 2025 Reduced 1.51%
$27.7B
$44.4 Million 0.74% of portfolio
241,940
Q1 2025 Reduced 31.96%
$17.9B
$40.8 Million 0.68% of portfolio
126,533
Q1 2025 New
$0
$37.7 Million 0.63% of portfolio
67,064
Q1 2025 Reduced 1.74%
$53.2B
$37.2 Million 0.62% of portfolio
631,220
Q1 2025 Reduced 2.68%
$79.5B
$36.9 Million 0.61% of portfolio
294,825
Q1 2025 Added 10.15%
$93.5B
$36.2 Million 0.6% of portfolio
103,707
Q1 2025 Reduced 2.22%
$0
$31.8 Million 0.53% of portfolio
288,710
Q1 2025 Added 6.15%
$0
$31.5 Million 0.52% of portfolio
61,331
Q1 2025 Added 4.84%
$767B
$30.2 Million 0.5% of portfolio
36,546
Q1 2025 Reduced 1.76%
$409B
$28.7 Million 0.48% of portfolio
172,884
Q1 2025 Reduced 9.17%
$281B
$28.8 Million 0.48% of portfolio
172,259
Q1 2025 Reduced 14.8%
$60.7B
$26.5 Million 0.44% of portfolio
44,971
Q1 2025 Reduced 9.55%
$106B
$22.1 Million 0.37% of portfolio
76,663
Q1 2025 Reduced 3.21%
$0
$20.7 Million 0.34% of portfolio
57,347
Q1 2025 Added 2.08%
$235B
$19.5 Million 0.32% of portfolio
147,339
Q1 2025 Reduced 81.05%
$335B
$18.2 Million 0.3% of portfolio
86,827
Q1 2025 Reduced 0.78%
$131B
$18.1 Million 0.3% of portfolio
59,175
Q1 2025 Reduced 1.91%

Summary

  • Portfolio
  • No. of Stocks 728
  • Current Value $6.02 Billion
  • Prior Value $6.47 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 231 stocks
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