Evercore Wealth Management, LLC Incresed Positions 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
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
IBM
International Business Machines Corp

Technology
7.21K
+ 13.81%
$221.03 - $294.78 $1.59M - $2.12M
59.4K $17.5M
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
CAT
Caterpillar Inc

Industrials
240
+ 2.53%
$273.94 - $388.21 $65.7K - $93.2K
9.72K $3.77M
PH
Parker Hannifin Corp

Industrials
435
+ 16.87%
$517.23 - $700.54 $225K - $305K
3.01K $2.1M
BA
Boeing CO

Industrials
134
+ 1.38%
$136.59 - $217.51 $18.3K - $29.1K
9.84K $2.06M
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
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
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
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
ROK
Rockwell Automation, Inc

Industrials
200
+ 14.67%
$218.97 - $332.17 $43.8K - $66.4K
1.56K $519K
DLR
Digital Realty Trust, Inc.

Real Estate
440
+ 15.45%
$136.11 - $177.69 $59.9K - $78.2K
3.29K $573K
CME
Cme Group Inc.

Financial Services
500
+ 29.82%
$252.37 - $290.71 $126K - $145K
2.18K $600K
JEF
Jefferies Financial Group Inc.

Financial Services
1.15K
+ 9.57%
$41.06 - $56.09 $47K - $64.2K
13.1K $716K
BBY
Best Buy CO Inc

Consumer Cyclical
1.55K
+ 29.11%
$56.17 - $75.73 $87.1K - $117K
6.88K $461K
MDT
Medtronic PLC

Healthcare
1.56K
+ 6.1%
$80.68 - $88.86 $126K - $138K
27.1K $2.36M
SPGI
S&P Global Inc.

Financial Services
4
+ 0.12%
$438.31 - $527.29 $1.75K - $2.11K
3.28K $1.73M
CI
Cigna Corp

Healthcare
178
+ 8.2%
$301.89 - $340.04 $53.7K - $60.5K
2.35K $776K
SIVR
Abrdn Silver ETF Trust

ETFs
1K
+ 10.53%
$28.36 - $35.37 $28.4K - $35.4K
10.5K $361K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.28%
$451.58 - $565.94 $1.35K - $1.7K
1.06K $576K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.14%
$206.34 - $257.46 $619 - $772
2.15K $549K
TECH
Bio Techne Corp

Healthcare
1.02K
+ 22.39%
$46.66 - $58.38 $47.6K - $59.6K
5.58K $287K
PSX
Phillips 66

Energy
492
+ 3.9%
$92.87 - $125.73 $45.7K - $61.9K
13.1K $1.56M
Viking Holdings LTD
95.1K
+ 6.0%
N/A
1.68M $0
Ge Vernova Inc
668
+ 23.04%
N/A
3.57K $0
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
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