Evercore Wealth Management, LLC Purchases in Q3 2025

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GAM
General American Investors CO Inc

Financial Services
3.31K
New
$56.22 - $62.21 $186K - $206K
3.31K $206K
VHT
Vanguard Health Care ETF

ETFs
788
New
$239.12 - $259.95 $188K - $205K
788 $204K
WEX
Wex Inc.

Technology
1.29K
New
$149.2 - $176.26 $192K - $227K
1.29K $202K
NUE
Nucor Corp

Basic Materials
1.49K
New
$133.3 - $150.33 $198K - $223K
1.49K $201K
SKYY
First Trust Cloud Computing Et

ETFs
1.5K
New
$118.24 - $138.53 $177K - $208K
1.5K $201K
D
Dominion Energy, Inc

Utilities
3.29K
New
$56.32 - $62.1 $186K - $205K
3.29K $201K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.19K
New
$25.29 - $28.33 $182K - $204K
7.19K $200K
JEF
Jefferies Financial Group Inc.

Financial Services
645
+ 4.92%
$54.67 - $70.36 $35.3K - $45.4K
13.8K $899K
DELL
Dell Technologies Inc.

Technology
462
+ 8.03%
$120.96 - $141.77 $55.9K - $65.5K
6.22K $881K
XAR
Spdr S&P Aerospace & Defense E

ETFs
120
+ 1.96%
$205.52 - $234.96 $24.7K - $28.2K
6.24K $1.47M
MO
Altria Group, Inc.

Consumer Defensive
411
+ 3.21%
$57.75 - $67.68 $23.7K - $27.8K
13.2K $871K
XLI
Industrial Sector Spdr

ETFs
25
+ 0.15%
$147.94 - $154.99 $3.7K - $3.87K
16.5K $2.55M
DD
Du Pont De Nemours, Inc.

Basic Materials
316
+ 3.31%
$69.9 - $78.26 $22.1K - $24.7K
9.87K $768K
TECH
Bio Techne Corp

Healthcare
1.35K
+ 24.24%
$49.87 - $58.78 $67.5K - $79.5K
6.94K $385K
XLE
Energy Sector Spdr

ETFs
253
+ 1.78%
$84.25 - $91.99 $21.3K - $23.3K
14.4K $1.29M
C
Citigroup Inc

Financial Services
48
+ 1.1%
$85.57 - $103.49 $4.11K - $4.97K
4.43K $449K
AUR
Aurora Innovation, Inc.

Technology
12K
New
$5.05 - $6.56 $60.6K - $78.7K
12K $64K
TMUS
T Mobile Us, Inc.

Communication Services
252
+ 10.05%
$226.02 - $259.01 $57K - $65.3K
2.76K $660K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.13%
$408.73 - $490.3 $817 - $981
1.53K $697K
GBDC
Golub Capital Bdc, Inc.

Financial Services
7.14K
+ 14.32%
$13.69 - $15.48 $97.7K - $110K
57K $780K
XLB
Select Sector Spdr Fd Material

ETFs
60
+ 0.31%
$86.72 - $92.61 $5.2K - $5.56K
19.7K $1.77M
EIX
Edison International

Utilities
60
+ 0.65%
$50.42 - $56.35 $3.03K - $3.38K
9.3K $514K
VNQ
Vanguard Specialized Funds Van

ETFs
89
+ 1.67%
$88.47 - $93.24 $7.87K - $8.3K
5.43K $496K
CSCO
Cisco Systems, Inc.

Technology
2.76K
+ 1.57%
$66.2 - $71.79 $183K - $198K
179K $12.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
110
+ 4.37%
$107.66 - $112.36 $11.8K - $12.4K
2.63K $292K
ED
Consolidated Edison Inc

Utilities
100
+ 1.25%
$95.57 - $105.36 $9.56K - $10.5K
8.12K $816K
AWK
American Water Works Company, Inc.

Utilities
44
+ 1.04%
$135.05 - $147.0 $5.94K - $6.47K
4.26K $593K
Te Connectivity PLC
6.15K
+ 221.51%
N/A
8.92K $0
Ishares Bitcoin Trust ETF
14.5K
+ 94.3%
N/A
29.8K $0
Viking Holdings LTD
2.54K
+ 0.15%
N/A
1.68M $0
CTVA
Corteva, Inc.

Basic Materials
156
+ 4.16%
$67.08 - $77.12 $10.5K - $12K
3.9K $263K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.01%
$43.31 - $48.98 $130 - $147
21.2K $954K
KMI
Kinder Morgan, Inc.

Energy
20
+ 0.04%
$26.23 - $28.5 $525 - $570
53.1K $1.5M
ZTS
Zoetis Inc.

Healthcare
114
+ 0.91%
$141.13 - $159.19 $16.1K - $18.1K
12.6K $1.85M
TGT
Target Corp

Consumer Defensive
3
+ 0.03%
$86.56 - $107.43 $260 - $322
11.9K $1.07M
CMCSA
Comcast Corp

Communication Services
1.15K
+ 3.21%
$31.41 - $36.33 $36.2K - $41.9K
37.1K $1.17M
PAYX
Paychex Inc

Industrials
25
+ 0.28%
$126.69 - $147.99 $3.17K - $3.7K
9.03K $1.15M
CL
Colgate Palmolive CO

Consumer Defensive
424
+ 1.65%
$79.36 - $93.33 $33.6K - $39.6K
26.1K $2.09M
DIS
Walt Disney CO

Communication Services
565
+ 1.5%
$112.25 - $124.0 $63.4K - $70.1K
38.3K $4.38M
PM
Philip Morris International Inc.

Consumer Defensive
1.11K
+ 4.49%
$157.77 - $183.27 $175K - $204K
25.9K $4.19M
CARR
Carrier Global Corp

Industrials
907
+ 1.72%
$58.75 - $80.73 $53.3K - $73.2K
53.8K $3.21M
CB
Chubb LTD

Financial Services
1.16K
+ 0.27%
$265.99 - $289.59 $309K - $336K
437K $123M
ADBE
Adobe Inc.

Technology
1.93K
+ 0.94%
$333.65 - $392.1 $644K - $756K
207K $73M
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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