Evercore Wealth Management, LLC New Holdings in Q3 2024

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRL
Charles River Laboratories International, Inc.

Healthcare
5K
New
$187.96 - $245.29 $940K - $1.23M
5K $984K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11K
New
$33.89 - $41.64 $372K - $458K
11K $437K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6K
New
$50.52 - $50.95 $303K - $306K
6K $305K
CEG
Constellation Energy Corp

Utilities
1.14K
New
$167.08 - $262.86 $191K - $300K
1.14K $297K
SIVR
Abrdn Silver ETF Trust

ETFs
9.5K
New
$25.48 - $30.77 $242K - $292K
9.5K $282K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.81K
New
$44.83 - $47.42 $261K - $276K
5.81K $273K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.96K
New
$83.76 - $91.82 $248K - $271K
2.96K $269K
NVR
Nvr Inc

Consumer Cyclical
25
New
$7421.51 - $9811.8 $186K - $245K
25 $245K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
6.9K
New
$27.14 - $35.2 $187K - $243K
6.9K $241K
NOC
Northrop Grumman Corp

Industrials
436
New
$423.73 - $533.14 $185K - $232K
436 $230K
CTAS
Cintas Corp

Industrials
1.05K
New
$201.38 - $819.83 $211K - $859K
1.05K $215K
ACU
Acme United Corp

Consumer Defensive
5.1K
New
$34.15 - $45.15 $174K - $230K
5.1K $212K
MET
Metlife Inc

Financial Services
2.57K
New
$67.96 - $82.48 $175K - $212K
2.57K $211K
XLU
Utilities Sector Spdr

ETFs
2.6K
New
$67.67 - $80.78 $176K - $210K
2.6K $209K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.05K
New
$96.25 - $101.98 $197K - $209K
2.05K $207K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.62K
New
$38.04 - $45.36 $176K - $210K
4.62K $206K
KR
Kroger CO

Consumer Defensive
3.59K
New
$50.43 - $57.3 $181K - $206K
3.59K $205K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.45K
New
$75.47 - $83.18 $185K - $203K
2.45K $203K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
8.39K
New
$23.57 - $24.19 $198K - $203K
8.39K $202K
BLND
Blend Labs, Inc.

Technology
11.2K
New
$2.33 - $4.1 $26.1K - $45.9K
11.2K $41K
Amentum Holdings Inc
12.5K
New
N/A
12.5K $0
PXQ
Invesco Exchange Traded Fd Tr
2K
New
N/A
2K $0
Smurfit Westrock PLC
4.2K
New
N/A
4.2K $0
Solventum Corp
3.12K
New
N/A
3.12K $0
Te Connectivity PLC
2.78K
New
N/A
2.78K $0
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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