Evercore Wealth Management, LLC Purchases in Q4 2024

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
268K
New
N/A
268K $33.5M
GOOGL
Alphabet Inc.

Communication Services
6.05K
+ 0.74%
$161.86 - $196.66 $979K - $1.19M
820K $155M
XLV
Select Sector Spdr Fund Health

ETFs
83.1K
+ 135.12%
$136.28 - $154.74 $11.3M - $12.9M
145K $19.9M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
80.4K
+ 41.96%
$105.85 - $112.84 $8.51M - $9.07M
272K $30M
ANSS
Ansys Inc

Technology
678
+ 0.3%
$313.05 - $361.45 $212K - $245K
229K $77.1M
TJX
Tjx Companies Inc

Consumer Cyclical
1.19K
+ 0.14%
$112.15 - $127.2 $134K - $151K
877K $106M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.42K
+ 4.32%
$521.84 - $558.82 $1.26M - $1.35M
58.5K $31.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
699
+ 0.58%
$567.81 - $607.81 $397K - $425K
121K $70.9M
MCK
Mckesson Corp

Healthcare
730
+ 3.85%
$482.27 - $628.5 $352K - $459K
19.7K $11.2M
CRM
Salesforce, Inc.

Technology
250
+ 0.93%
$270.87 - $367.87 $67.7K - $92K
27.3K $9.12M
UPS
United Parcel Service Inc

Industrials
16.9K
+ 37.31%
$122.65 - $138.35 $2.07M - $2.34M
62.1K $7.83M
SCHW
Schwab Charles Corp

Financial Services
17
+ 0.01%
$63.31 - $82.85 $1.08K - $1.41K
175K $13M
KMI
Kinder Morgan, Inc.

Energy
53.1K
New
$22.59 - $28.54 $1.2M - $1.52M
53.1K $1.45M
MPLX
Mplx LP

Energy
20K
+ 17.85%
$43.77 - $51.66 $875K - $1.03M
132K $6.32M
GNRC
Generac Holdings Inc.

Industrials
17.7K
+ 4.3%
$154.28 - $195.11 $2.73M - $3.46M
430K $66.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.74K
+ 10.82%
$94.43 - $105.47 $542K - $605K
58.8K $5.97M
FNDA
Schwab Fundamental U S Small C

ETFs
15.6K
New
$29.26 - $59.11 $455K - $920K
15.6K $462K
AXP
American Express CO

Financial Services
343
+ 2.51%
$267.35 - $305.57 $91.7K - $105K
14K $4.16M
IVE
Ishares S&P 500 Value ETF

ETFs
2.81K
+ 19.33%
$189.5 - $206.17 $533K - $580K
17.4K $3.31M
CHK
Chesapeake Energy Corp

Energy
5.04K
New
$81.46 - $87.57 $410K - $441K
5.04K $431K
QQQ
Invesco Qqq Trust, Series 1

ETFs
335
+ 3.31%
$481.22 - $538.17 $161K - $180K
10.5K $5.35M
VIG
Vanguard Dividend Appreciation

ETFs
2.14K
+ 20.93%
N/A
12.4K $2.26M
EOG
Eog Resources Inc

Energy
4.57K
+ 0.74%
$118.22 - $136.54 $540K - $624K
622K $76.2M
IBM
International Business Machines Corp

Technology
1.74K
+ 3.28%
$204.9 - $238.04 $357K - $414K
54.8K $12M
GLDM
World Gold Trust

ETFs
6.3K
+ 8.22%
$50.76 - $55.23 $320K - $348K
82.9K $4.31M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.2K
New
$57.78 - $60.4 $300K - $314K
5.2K $301K
TPR
Tapestry, Inc.

Consumer Cyclical
4.13K
New
$43.54 - $66.18 $180K - $273K
4.13K $269K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.52K
New
$95.27 - $107.82 $240K - $271K
2.52K $259K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.7K
+ 584.8%
$26.93 - $84.95 $396K - $1.25M
17.2K $470K
HOOD
Robinhood Markets, Inc.

Technology
6.69K
New
$22.33 - $43.2 $149K - $289K
6.69K $249K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.49K
New
$70.12 - $75.48 $245K - $263K
3.49K $246K
HE
Hawaiian Electric Industries Inc

Utilities
25K
New
$9.12 - $10.98 $228K - $275K
25K $243K
RKLB
Rocket Lab Usa, Inc.

Industrials
9.5K
New
$9.23 - $28.44 $87.6K - $270K
9.5K $241K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.26K
New
$129.13 - $198.21 $162K - $249K
1.26K $232K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.49K
New
$64.18 - $70.42 $224K - $246K
3.49K $225K
ETR
Entergy Corp

Utilities
2.93K
New
$73.19 - $156.4 $214K - $458K
2.93K $221K
LAB
Standard Biotools Inc.

Healthcare
125K
New
$1.5 - $2.26 $188K - $283K
125K $218K
PWR
Quanta Services, Inc.

Industrials
689
New
$296.05 - $346.6 $204K - $239K
689 $217K
FNDF
Schwab Fundamental Intl Large

ETFs
6.19K
New
$32.92 - $37.15 $204K - $230K
6.19K $205K
SNOW
Snowflake Inc.

Technology
1.33K
New
$109.65 - $186.51 $145K - $247K
1.33K $204K
EW
Edwards Lifesciences Corp

Healthcare
2.71K
New
$64.54 - $75.92 $175K - $205K
2.71K $200K
PANW
Palo Alto Networks Inc

Technology
2.32K
+ 148.59%
$181.96 - $405.9 $423K - $943K
3.89K $707K
META
Meta Platforms, Inc.

Communication Services
79
+ 1.11%
$554.08 - $632.68 $43.8K - $50K
7.23K $4.26M
IWB
Ishares Tr Russell 1000 ETF

ETFs
126
+ 0.81%
$311.11 - $335.64 $39.2K - $42.3K
15.6K $5.04M
APO
Apollo Global Management, Inc.

Financial Services
1
+ 0.03%
$131.36 - $178.61 $131 - $179
3.33K $550K
VTI
Vanguard Total Stock Market Et

ETFs
36
+ 0.2%
$280.04 - $302.45 $10.1K - $10.9K
18.2K $5.29M
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.01%
$83.95 - $97.9 $168 - $196
15K $1.38M
SHOP
Shopify Inc.

Technology
5
+ 0.12%
$78.14 - $119.49 $391 - $597
4.15K $440K
PNC
Pnc Financial Services Group, Inc.

Financial Services
152
+ 1.81%
$178.39 - $215.0 $27.1K - $32.7K
8.53K $1.65M
Activity Summary
Buys All Purchases 109 New Holdings 27 Increased Positions 82 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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