Evercore Wealth Management, LLC Purchases in Q2 2025

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
32.1K
+ 25.4%
$296.51 - $536.21 $9.53M - $17.2M
159K $85.1M
MS
Morgan Stanley

Financial Services
19.9K
+ 1.61%
$99.83 - $140.86 $1.99M - $2.81M
1.26M $178M
UBER
Uber Technologies, Inc

Technology
82K
+ 8.26%
$64.62 - $93.3 $5.3M - $7.65M
1.07M $100M
ARCC
Ares Capital Corp

Financial Services
1.18M
+ 241.83%
$18.91 - $22.43 $22.3M - $26.4M
1.67M $36.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
342K
New
$49.79 - $50.75 $17M - $17.3M
342K $17.3M
BX
Blackstone Inc.

Financial Services
97
+ 0.01%
$120.07 - $151.11 $11.6K - $14.7K
1.36M $203M
GNRC
Generac Holdings Inc.

Industrials
8.56K
+ 2.02%
$101.92 - $143.21 $873K - $1.23M
432K $61.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.98K
+ 11.38%
$456.74 - $568.03 $3.19M - $3.96M
68.3K $38.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
103
+ 0.09%
$496.48 - $617.85 $51.1K - $63.6K
116K $71.4M
PGR
Progressive Corp

Financial Services
34.6K
+ 14.74%
$255.27 - $288.74 $8.83M - $9.98M
269K $71.8M
FISV
Fiserv Inc

Technology
34.5K
+ 11.71%
N/A
329K $41.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
878
+ 1.53%
$320.42 - $424.58 $281K - $373K
58.2K $24.7M
GLDM
World Gold Trust

ETFs
47.2K
+ 77.15%
$58.96 - $67.97 $2.78M - $3.21M
108K $7.1M
TSLA
Tesla, Inc.

Consumer Cyclical
3.43K
+ 12.94%
$221.86 - $362.89 $761K - $1.25M
29.9K $9.51M
IAU
Ishares Gold Trust

ETFs
4.74K
+ 0.75%
$56.1 - $64.74 $266K - $307K
636K $39.7M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
10.2K
+ 3.53%
$95.74 - $115.54 $977K - $1.18M
299K $34.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
19.6K
+ 23.21%
$54.19 - $67.22 $1.06M - $1.32M
104K $6.99M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
18.1K
+ 90.82%
$62.73 - $78.42 $1.13M - $1.42M
37.9K $2.94M
VEA
Vanguard Ftse Developed Market

ETFs
2.55K
+ 1.25%
$45.65 - $57.01 $116K - $145K
207K $11.8M
NEE
Nextera Energy Inc

Utilities
16.4K
+ 11.14%
$64.11 - $75.0 $1.05M - $1.23M
164K $11.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.85K
+ 3.22%
$152.93 - $181.74 $283K - $336K
59.3K $10.8M
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.01%
$81.79 - $99.98 $818 - $1K
80.4K $7.86M
PCT
Pure Cycle Technologies, Inc.

Industrials
50K
New
$5.57 - $14.12 $279K - $706K
50K $685K
CAT
Caterpillar Inc

Industrials
240
+ 2.53%
$273.94 - $388.21 $65.7K - $93.2K
9.72K $3.77M
BXSL
Blackstone Secured Lending Fund

Financial Services
18.2K
New
$26.88 - $32.74 $488K - $594K
18.2K $558K
PH
Parker Hannifin Corp

Industrials
435
+ 16.87%
$517.23 - $700.54 $225K - $305K
3.01K $2.1M
EIX
Edison International

Utilities
9.24K
New
$48.32 - $59.92 $447K - $554K
9.24K $476K
BA
Boeing CO

Industrials
134
+ 1.38%
$136.59 - $217.51 $18.3K - $29.1K
9.84K $2.06M
NOC
Northrop Grumman Corp

Industrials
802
New
$456.3 - $540.39 $366K - $433K
802 $400K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.96K
+ 64.74%
$60.34 - $74.89 $239K - $296K
10.1K $753K
URI
United Rentals, Inc.

Industrials
355
+ 65.99%
$551.94 - $753.4 $196K - $267K
893 $672K
WFC
Wells Fargo & Company

Financial Services
249
+ 0.68%
$60.98 - $80.12 $15.2K - $19.9K
37.1K $2.97M
HDV
Ishares Core High Dividend ETF

ETFs
3.23K
+ 24.65%
$108.41 - $120.51 $350K - $389K
16.3K $1.91M
SNOW
Snowflake Inc.

Technology
1.33K
New
$130.53 - $223.77 $173K - $297K
1.33K $296K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5K
+ 53.57%
$51.14 - $57.0 $256K - $285K
14.3K $814K
NOW
Service Now, Inc.

Technology
3
+ 0.25%
$721.65 - $1040.18 $2.16K - $3.12K
1.2K $1.23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5K
New
$45.88 - $54.4 $229K - $272K
5K $272K
PWR
Quanta Services, Inc.

Industrials
687
New
$239.47 - $381.26 $165K - $262K
687 $259K
TTD
Trade Desk, Inc.

Technology
3.59K
New
$45.27 - $79.4 $163K - $285K
3.59K $258K
VT
Vanguard Total World Stk Index

ETFs
667
+ 5.69%
$103.16 - $128.52 $68.8K - $85.7K
12.4K $1.59M
XLF
Financial Sector Spdr

ETFs
625
+ 0.87%
$43.92 - $52.37 $27.5K - $32.7K
72.7K $3.81M
EW
Edwards Lifesciences Corp

Healthcare
2.72K
New
$67.07 - $78.22 $183K - $213K
2.72K $213K
EPI
Wisdomtree Tr India Earnings F

ETFs
4.48K
New
$41.3 - $47.52 $185K - $213K
4.48K $212K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.4K
New
$50.27 - $62.05 $171K - $211K
3.4K $210K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.52K
New
$19.6 - $24.44 $167K - $208K
8.52K $208K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.26K
New
$137.62 - $174.44 $173K - $219K
1.26K $205K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.34K
New
$22.92 - $28.05 $168K - $206K
7.34K $205K
LMT
Lockheed Martin Corp

Industrials
286
+ 6.54%
$430.82 - $486.45 $123K - $139K
4.66K $2.16M
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 0.12%
$200.21 - $256.99 $1.2K - $1.54K
4.81K $1.21M
Activity Summary
Buys All Purchases 77 New Holdings 17 Increased Positions 60 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email