Evercore Wealth Management, LLC Reduced Holdings in Q1 2025

Evercore Wealth Management, LLC

  • $6.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-630K
- 81.05%
$111.1 - $140.22 $70M - $88.4M
147K $19.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-224K
- 82.83%
$279.74 - $321.29 $62.6M - $71.9M
46.4K $14.5M
AAPL
Apple Inc.

Technology
-47.2K
- 2.7%
$209.68 - $247.1 $9.9M - $11.7M
1.7M $378M
BX
Blackstone Inc.

Financial Services
-41.3K
- 2.95%
$136.53 - $186.74 $5.64M - $7.71M
1.36M $190M
MSFT
Microsoft Corp

Technology
-10.2K
- 1.17%
$375.39 - $447.2 $3.81M - $4.54M
861K $323M
AMZN
Amazon Com Inc

Consumer Cyclical
-29.5K
- 2.42%
$190.26 - $242.06 $5.62M - $7.15M
1.19M $227M
GOOG
Alphabet Inc.

Communication Services
-24.5K
- 2.39%
$156.06 - $207.71 $3.82M - $5.09M
999K $156M
BWA
Borgwarner Inc

Consumer Cyclical
-1.11M
- 94.0%
$27.78 - $32.9 $30.9M - $36.6M
71K $2.03M
STZ
Constellation Brands, Inc.

Consumer Defensive
-114K
- 31.96%
$161.05 - $222.93 $18.3M - $25.3M
242K $44.4M
GOOGL
Alphabet Inc.

Communication Services
-12.9K
- 1.57%
$154.33 - $206.19 $1.98M - $2.65M
807K $125M
ADBE
Adobe Inc.

Technology
-17.7K
- 7.59%
$377.84 - $464.11 $6.68M - $8.2M
215K $82.5M
ACN
Accenture PLC

Technology
-8.53K
- 2.23%
$300.91 - $398.25 $2.57M - $3.4M
375K $117M
MS
Morgan Stanley

Financial Services
-32.4K
- 2.54%
$111.68 - $141.08 $3.62M - $4.57M
1.24M $145M
HD
Home Depot, Inc.

Consumer Cyclical
-7.4K
- 1.58%
$347.25 - $424.87 $2.57M - $3.14M
460K $169M
GNRC
Generac Holdings Inc.

Industrials
-6.49K
- 1.51%
$126.65 - $164.06 $821K - $1.06M
424K $53.6M
ARCC
Ares Capital Corp

Financial Services
-546K
- 52.81%
$21.28 - $23.81 $11.6M - $13M
487K $10.8M
XLV
Select Sector Spdr Fund Health

ETFs
-83.7K
- 57.87%
$137.61 - $149.68 $11.5M - $12.5M
60.9K $8.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8.39K
- 2.81%
$497.6 - $606.74 $4.17M - $5.09M
290K $144M
CDW
Cdw Corp

Technology
-14.3K
- 2.72%
$160.26 - $206.13 $2.28M - $2.94M
510K $81.7M
ANSS
Ansys Inc

Technology
-7.57K
- 3.31%
$316.56 - $360.36 $2.4M - $2.73M
221K $70M
CBRE
Cbre Group, Inc.

Real Estate
-47K
- 4.26%
$121.79 - $147.13 $5.72M - $6.91M
1.06M $138M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.49K
- 4.54%
$551.42 - $612.93 $3.03M - $3.36M
115K $64.6M
GTLS
Chart Industries Inc

Industrials
-21.8K
- 93.17%
$141.99 - $218.35 $3.09M - $4.76M
1.6K $230K
UPS
United Parcel Service Inc

Industrials
-24.9K
- 40.07%
$109.66 - $136.26 $2.73M - $3.39M
37.2K $4.09M
AVGO
Broadcom Inc.

Technology
-173
- 0.39%
$167.43 - $244.7 $29K - $42.3K
44K $7.37M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.19K
- 1.74%
$554.06 - $615.85 $658K - $731K
67.1K $37.7M
NKE
Nike, Inc.

Consumer Cyclical
-22.3K
- 26.06%
$63.29 - $81.72 $1.41M - $1.82M
63.3K $4.02M
CRM
Salesforce, Inc.

Technology
-1.21K
- 4.45%
$268.36 - $359.95 $326K - $437K
26.1K $6.99M
ORCL
Oracle Corp

Technology
-1.69K
- 2.62%
$139.81 - $186.47 $236K - $315K
62.8K $8.78M
PEP
Pepsico Inc

Consumer Defensive
-10.9K
- 9.68%
$142.64 - $156.42 $1.55M - $1.7M
102K $15.2M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-43K
- 3.79%
$76.77 - $82.22 $3.3M - $3.54M
1.09M $86.6M
TJX
Tjx Companies Inc

Consumer Cyclical
-19.1K
- 2.18%
$112.81 - $126.16 $2.16M - $2.41M
858K $104M
XLK
Technology Sector Spdr

ETFs
-1.54K
- 3.77%
$206.38 - $242.18 $317K - $372K
39.3K $8.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.5K
- 6.75%
$57.21 - $65.8 $658K - $757K
159K $9.27M
MRK
Merck & Co., Inc.

Healthcare
-3.05K
- 2.93%
$83.01 - $101.02 $253K - $308K
101K $9.07M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-794
- 4.77%
$522.96 - $601.18 $415K - $477K
15.8K $8.45M
UNP
Union Pacific Corp

Industrials
-5.2K
- 19.2%
$225.21 - $254.42 $1.17M - $1.32M
21.9K $5.17M
AMAT
Applied Materials Inc

Technology
-118
- 0.21%
$145.06 - $195.51 $17.1K - $23.1K
55.8K $8.09M
ITW
Illinois Tool Works Inc

Industrials
-3.37K
- 13.31%
$244.9 - $274.48 $824K - $924K
21.9K $5.44M
IWM
Ishares Russell 2000 ETF

ETFs
-745
- 1.94%
$198.1 - $229.79 $148K - $171K
37.6K $7.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.75K
- 6.38%
$92.45 - $106.69 $347K - $400K
55K $5.11M
DHR
Danaher Corp

Healthcare
-713
- 2.86%
$201.62 - $250.59 $144K - $179K
24.3K $4.97M
BAC
Bank Of America Corp

Financial Services
-13.1K
- 15.12%
$39.61 - $47.74 $520K - $627K
73.7K $3.08M
DIS
Walt Disney CO

Communication Services
-1.7K
- 3.93%
$96.87 - $114.0 $164K - $193K
41.5K $4.09M
NET
Cloudflare, Inc.

Technology
-8K
- 19.28%
$110.71 - $176.5 $886K - $1.41M
33.5K $3.78M
JEF
Jefferies Financial Group Inc.

Financial Services
-4.7K
- 28.21%
$52.22 - $81.31 $245K - $382K
12K $640K
EMR
Emerson Electric CO

Industrials
-831
- 2.28%
$108.64 - $131.17 $90.3K - $109K
35.6K $3.91M
TXN
Texas Instruments Inc

Technology
-2.94K
- 5.61%
N/A
49.6K $9.65M
CAT
Caterpillar Inc

Industrials
-683
- 6.72%
$326.75 - $407.63 $223K - $278K
9.48K $3.13M
Activity Summary
Buys All Purchases 54 New Holdings 16 Increased Positions 38 Sells All Sells 231 Reductions 231 Sold out 0 Options Calls 0 Puts 5
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