Evercore Wealth Management, LLC Incresed Positions in Q3 2024

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLK
Black Rock Inc.

Financial Services
3.64K
+ 3.24%
$782.27 - $949.51 $2.85M - $3.45M
116K $110M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
173K
+ 936.14%
$91.43 - $117.51 $15.8M - $20.3M
192K $20.3M
GNRC
Generac Holdings Inc.

Industrials
19.5K
+ 4.96%
$133.16 - $159.78 $2.59M - $3.11M
412K $65.5M
ARCC
Ares Capital Corp

Financial Services
622K
+ 150.59%
$19.8 - $21.28 $12.3M - $13.2M
1.03M $21.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
390
+ 0.03%
$71.86 - $78.56 $28K - $30.6K
1.13M $88.8M
CROX
Crocs, Inc.

Consumer Cyclical
45.9K
+ 7.26%
$121.05 - $147.9 $5.56M - $6.79M
678K $98.2M
STZ
Constellation Brands, Inc.

Consumer Defensive
14.7K
+ 4.26%
$236.42 - $259.82 $3.47M - $3.82M
360K $92.6M
IBM
International Business Machines Corp

Technology
2.31K
+ 4.55%
$175.1 - $223.38 $404K - $516K
53K $11.7M
ANSS
Ansys Inc

Technology
10.9K
+ 5.01%
$296.54 - $331.25 $3.22M - $3.6M
228K $72.6M
IVV
Ishares Core S&P 500 ETF

ETFs
558
+ 0.82%
$520.18 - $576.82 $290K - $322K
68.6K $39.6M
NEE
Nextera Energy Inc

Utilities
1.6K
+ 1.08%
$69.9 - $84.97 $112K - $136K
149K $12.6M
GTLS
Chart Industries Inc

Industrials
17.3K
+ 131.34%
$106.83 - $168.99 $1.85M - $2.93M
30.5K $3.79M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 8.33%
$610460.0 - $715910.0 $610K - $716K
13 $8.98M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.1K
+ 3.79%
$162.83 - $179.16 $342K - $376K
57.5K $10.3M
WMT
Walmart Inc.

Consumer Defensive
528
+ 0.63%
$66.91 - $81.4 $35.3K - $43K
84.6K $6.83M
SYK
Stryker Corp

Healthcare
800
+ 2.54%
$315.94 - $371.96 $253K - $298K
32.4K $11.7M
AVGO
Broadcom Inc.

Technology
43.1K
+ 911.21%
$136.27 - $1745.86 $5.87M - $75.2M
47.8K $8.25M
GLDM
World Gold Trust

ETFs
2K
+ 2.68%
$46.2 - $53.01 $92.4K - $106K
76.6K $3.99M
TRV
Travelers Companies, Inc.

Financial Services
24
+ 0.22%
$201.87 - $242.35 $4.84K - $5.82K
10.9K $2.55M
MDT
Medtronic PLC

Healthcare
160
+ 0.6%
$76.84 - $91.03 $12.3K - $14.6K
26.9K $2.42M
XLF
Financial Sector Spdr

ETFs
20
+ 0.03%
$40.84 - $45.74 $817 - $915
74.6K $3.38M
PNC
Pnc Financial Services Group, Inc.

Financial Services
276
+ 3.41%
$156.14 - $187.2 $43.1K - $51.7K
8.38K $1.55M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$255.18 - $283.2 $255 - $283
18.2K $5.16M
AMGN
Amgen Inc

Healthcare
8
+ 0.04%
$309.38 - $337.38 $2.48K - $2.7K
19.9K $6.42M
EQIX
Equinix Inc

Real Estate
7
+ 0.49%
$749.0 - $890.01 $5.24K - $6.23K
1.43K $1.27M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
212
+ 2.11%
$210.25 - $231.86 $44.6K - $49.2K
10.2K $2.29M
BBY
Best Buy CO Inc

Consumer Cyclical
525
+ 11.1%
$80.23 - $103.29 $42.1K - $54.2K
5.26K $542K
ETN
Eaton Corp PLC

Industrials
187
+ 5.16%
$272.52 - $333.02 $51K - $62.3K
3.81K $1.26M
CTSH
Cognizant Technology Solutions Corp

Technology
500
+ 5.27%
$66.89 - $77.87 $33.4K - $38.9K
9.99K $771K
DE
Deere & CO

Industrials
11
+ 0.49%
$344.84 - $418.0 $3.79K - $4.6K
2.24K $933K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.72K
+ 39.97%
$22.38 - $23.66 $83.3K - $88K
13K $305K
URI
United Rentals, Inc.

Industrials
2
+ 0.37%
$627.41 - $814.1 $1.25K - $1.63K
540 $437K
MO
Altria Group, Inc.

Consumer Defensive
94
+ 0.79%
$45.95 - $54.71 $4.32K - $5.14K
12K $610K
AEE
Ameren Corp

Utilities
53
+ 1.47%
$70.45 - $87.46 $3.73K - $4.64K
3.65K $319K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
140
+ 6.18%
$125.95 - $142.04 $17.6K - $19.9K
2.41K $341K
SLB
Schlumberger Limited

Energy
2.14K
+ 22.7%
$39.57 - $49.67 $84.5K - $106K
11.5K $484K
KMB
Kimberly Clark Corp

Consumer Defensive
4
+ 0.04%
$135.05 - $148.35 $540 - $593
9.34K $1.33M
XYL
Xylem Inc.

Industrials
137
+ 8.36%
$126.14 - $141.53 $17.3K - $19.4K
1.78K $239K
Ge Vernova Inc
218
+ 8.23%
N/A
2.87K $0
Arcadium Lithium PLC
30K
+ 55.48%
N/A
84.1K $0
Ishares Bitcoin Trust ETF
5.82K
+ 75.67%
N/A
13.5K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
59
+ 1.42%
$49.83 - $62.75 $2.94K - $3.7K
4.21K $242K
NXPI
Nxp Semiconductors N.V.

Technology
163
+ 1.94%
$225.14 - $290.78 $36.7K - $47.4K
8.57K $2.06M
DELL
Dell Technologies Inc.

Technology
208
+ 1.32%
$87.89 - $145.97 $18.3K - $30.4K
16K $1.9M
EOG
Eog Resources Inc

Energy
8.74K
+ 1.43%
$117.9 - $132.65 $1.03M - $1.16M
617K $75.9M
NVDA
Nvidia Corp

Technology
13.9K
+ 0.58%
$98.91 - $134.91 $1.37M - $1.87M
2.4M $292M
AMZN
Amazon Com Inc

Consumer Cyclical
15.6K
+ 1.29%
$161.02 - $200.0 $2.51M - $3.12M
1.22M $228M
ADBE
Adobe Inc.

Technology
3.7K
+ 1.61%
$508.13 - $586.55 $1.88M - $2.17M
234K $121M
Activity Summary
Buys All Purchases 75 New Holdings 26 Increased Positions 49 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
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