Evercore Wealth Management, LLC Purchases in Q1 2025

Evercore Wealth Management, LLC

  • $6.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
989K
+ 23759.5%
$63.17 - $81.49 $62.5M - $80.6M
993K $72.3M
PGR
Progressive Corp

Financial Services
217K
+ 1232.48%
$235.61 - $291.22 $51.1M - $63.2M
235K $66.4M
FIX
Comfort Systems Usa Inc

Industrials
127K
New
$313.26 - $550.27 $39.6M - $69.6M
127K $40.8M
CROX
Crocs, Inc.

Consumer Cyclical
56.8K
+ 7.68%
$88.83 - $112.59 $5.04M - $6.39M
796K $84.5M
FISV
Fiserv Inc

Technology
27.2K
+ 10.15%
N/A
295K $36.9M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
16.7K
+ 6.15%
$106.46 - $114.75 $1.78M - $1.92M
289K $31.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
12.9K
+ 184.23%
$63.07 - $73.5 $813K - $947K
19.9K $1.4M
ORCC
Owl Rock Capital Corp

Financial Services
43.1K
New
N/A
43.1K $577K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.11K
New
$67.03 - $74.61 $410K - $456K
6.11K $415K
SYK
Stryker Corp

Healthcare
48
+ 0.15%
$355.18 - $399.9 $17K - $19.2K
32.4K $12M
GLNG
Golar Lng LTD

Energy
10K
New
$31.34 - $43.84 $313K - $438K
10K $379K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
278
+ 15.25%
$402.49 - $513.76 $112K - $143K
2.1K $1.02M
HALO
Halozyme Therapeutics, Inc.

Healthcare
4K
New
$47.74 - $65.16 $191K - $261K
4K $255K
CTAS
Cintas Corp

Industrials
1.05K
New
$182.09 - $208.14 $191K - $218K
1.05K $215K
VHT
Vanguard Health Care ETF

ETFs
788
New
$254.06 - $273.83 $200K - $216K
788 $208K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.05K
New
$95.85 - $99.25 $196K - $203K
2.05K $202K
ACU
Acme United Corp

Consumer Defensive
5.1K
New
$34.47 - $40.95 $176K - $209K
5.1K $202K
SLV
I Shares Silver Trust

ETFs
100
+ 0.27%
$26.93 - $31.32 $2.69K - $3.13K
37.1K $1.15M
ED
Consolidated Edison Inc

Utilities
1
+ 0.01%
$88.0 - $110.59 $88 - $111
8.04K $889K
MO
Altria Group, Inc.

Consumer Defensive
910
+ 7.61%
$50.81 - $60.02 $46.2K - $54.6K
12.9K $772K
RIOT
Riot Blockchain, Inc.

Technology
20K
New
$7.12 - $13.54 $142K - $271K
20K $142K
GBDC
Golub Capital Bdc, Inc.

Financial Services
9K
+ 22.36%
$14.46 - $15.96 $130K - $144K
49.3K $745K
SOUN
Soundhound Ai, Inc.

Technology
13.2K
New
$8.12 - $20.62 $107K - $272K
13.2K $107K
KMB
Kimberly Clark Corp

Consumer Defensive
10
+ 0.11%
$124.46 - $147.4 $1.24K - $1.47K
9.35K $1.33M
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
20K
New
$3.17 - $3.79 $63.4K - $75.8K
20K $65K
JOBY
Joby Aviation, Inc.

Industrials
18K
+ 80.0%
$5.99 - $10.27 $108K - $185K
40.5K $243K
SLB
Schlumberger Limited

Energy
45
+ 0.32%
$38.4 - $43.74 $1.73K - $1.97K
14.1K $589K
AAXJ
Ishares Msci All Country Asia

ETFs
12
+ 0.05%
$69.59 - $77.09 $835 - $925
26.5K $1.96M
ZTS
Zoetis Inc.

Healthcare
148
+ 1.16%
$156.48 - $175.67 $23.2K - $26K
12.9K $2.13M
HOOD
Robinhood Markets, Inc.

Technology
300
+ 4.48%
$35.63 - $65.28 $10.7K - $19.6K
6.99K $290K
MU
Micron Technology Inc

Technology
99
+ 2.71%
$86.89 - $109.38 $8.6K - $10.8K
3.75K $325K
Ge Vernova Inc
30
+ 1.05%
N/A
2.9K $0
Root Inc
3.09K
New
N/A
3.09K $0
Ishares Bitcoin Trust ETF
1K
+ 5.87%
N/A
18K $0
Dynamix Corp
10.3K
New
N/A
10.3K $0
Ares Acquisition Corp Ii
30.5K
New
N/A
30.5K $0
Viking Holdings LTD
362K
+ 29.59%
N/A
1.58M $0
Willow Lane Acquisition Corp
12.8K
New
N/A
12.8K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.83K
+ 4.84%
$507.05 - $563.67 $1.43M - $1.59M
61.3K $31.5M
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 0.76%
$476.63 - $610.45 $3.81K - $4.88K
1.06K $523K
TFC
Truist Financial Corp

Financial Services
10
+ 0.08%
$39.48 - $48.15 $395 - $482
12.6K $519K
IWV
Ishares Russell 3000 ETF

ETFs
60
+ 1.43%
$313.1 - $349.83 $18.8K - $21K
4.25K $1.35M
BA
Boeing CO

Industrials
60
+ 0.62%
$148.15 - $186.25 $8.89K - $11.2K
9.71K $1.66M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
71
+ 5.45%
$634.14 - $744.83 $45K - $52.9K
1.37K $870K
BBY
Best Buy CO Inc

Consumer Cyclical
25
+ 0.47%
$70.3 - $91.1 $1.76K - $2.28K
5.33K $391K
DLR
Digital Realty Trust, Inc.

Real Estate
55
+ 1.97%
$142.1 - $183.56 $7.82K - $10.1K
2.85K $407K
ACHR
Archer Aviation Inc.

Industrials
1.5K
+ 4.03%
$6.8 - $11.51 $10.2K - $17.3K
38.8K $275K
EQIX
Equinix Inc

Real Estate
9
+ 0.63%
$803.0 - $959.97 $7.23K - $8.64K
1.44K $1.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
567
+ 5.42%
$468.34 - $539.52 $266K - $306K
11K $5.18M
Activity Summary
Buys All Purchases 54 New Holdings 16 Increased Positions 38 Sells All Sells 231 Reductions 231 Sold out 0 Options Calls 0 Puts 5
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