Evercore Wealth Management, LLC Incresed Positions in Q4 2024

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
3.55K
+ 26.27%
N/A
17K $0
Kenvue Inc
21
+ 0.11%
N/A
19.5K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.89K
+ 200.0%
$27.54 - $83.04 $135K - $406K
7.34K $203K
Linde PLC
45
+ 2.48%
N/A
1.86K $0
Ge Vernova Inc
1
+ 0.03%
N/A
2.87K $0
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.04%
N/A
2.44K $451K
MCO
Moodys Corp

Financial Services
1
+ 0.06%
$454.04 - $500.88 $454 - $501
1.54K $728K
XYL
Xylem Inc.

Industrials
261
+ 14.7%
$116.02 - $137.45 $30.3K - $35.9K
2.04K $236K
NVR
Nvr Inc

Consumer Cyclical
4
+ 16.0%
$8101.21 - $9940.51 $32.4K - $39.8K
29 $237K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.0%
$118.38 - $133.06 $118 - $133
24.9K $3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44
+ 0.12%
$113.92 - $127.38 $5.01K - $5.6K
37.8K $4.36M
COP
Conocophillips

Energy
159
+ 1.18%
$95.12 - $114.72 $15.1K - $18.2K
13.6K $1.35M
GIS
General Mills Inc

Consumer Defensive
145
+ 1.87%
$62.78 - $74.62 $9.1K - $10.8K
7.89K $502K
MU
Micron Technology Inc

Technology
1
+ 0.03%
$84.16 - $113.41 $84.2 - $113
3.65K $307K
AES
Aes Corp

Utilities
4.55K
+ 22.95%
$12.44 - $20.24 $56.6K - $92.2K
24.4K $313K
BBY
Best Buy CO Inc

Consumer Cyclical
45
+ 0.86%
$85.2 - $101.35 $3.83K - $4.56K
5.3K $454K
DOW
Dow Inc.

Basic Materials
13
+ 0.18%
$39.1 - $55.34 $508 - $719
7.26K $291K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.48K
+ 4.44%
$44.04 - $49.49 $197K - $222K
105K $4.64M
CAT
Caterpillar Inc

Industrials
194
+ 1.95%
$360.37 - $416.88 $69.9K - $80.9K
10.2K $3.69M
GE
General Electric CO

Industrials
6
+ 0.06%
$159.95 - $194.23 $960 - $1.17K
10.4K $1.74M
IEFA
Ishares Tr

ETFs
23
+ 0.08%
$70.06 - $77.43 $1.61K - $1.78K
30.1K $2.11M
ECL
Ecolab Inc.

Basic Materials
287
+ 1.36%
$234.32 - $261.43 $67.2K - $75K
21.3K $5M
LMT
Lockheed Martin Corp

Industrials
20
+ 0.46%
$479.66 - $614.62 $9.59K - $12.3K
4.38K $2.13M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.55K
+ 0.31%
$77.23 - $82.11 $274K - $291K
1.13M $88.2M
VEA
Vanguard Ftse Developed Market

ETFs
4.03K
+ 1.95%
$47.57 - $52.44 $192K - $211K
210K $10.1M
NEE
Nextera Energy Inc

Utilities
1.49K
+ 1.0%
$69.77 - $85.43 $104K - $127K
151K $10.8M
SHW
Sherwin Williams CO

Basic Materials
183
+ 0.17%
$338.75 - $399.71 $62K - $73.1K
106K $36.1M
CB
Chubb LTD

Financial Services
2.92K
+ 0.65%
$271.57 - $301.89 $793K - $882K
454K $125M
CROX
Crocs, Inc.

Consumer Cyclical
60.7K
+ 8.95%
$96.51 - $141.93 $5.86M - $8.62M
739K $81M
AMT
American Tower Corp

Real Estate
4.6K
+ 1.03%
$179.4 - $232.01 $825K - $1.07M
453K $83.2M
BLDR
Builders First Source, Inc.

Industrials
8.34K
+ 1.0%
$142.93 - $198.25 $1.19M - $1.65M
845K $121M
Activity Summary
Buys All Purchases 109 New Holdings 27 Increased Positions 82 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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