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
CSCO
Cisco Systems, Inc.

Technology
-17.1K
- 8.26%
$58.74 - $64.87 $1M - $1.11M
190K $11.7M
HON
Honeywell International Inc

Industrials
-1.23K
- 6.38%
$202.75 - $226.52 $250K - $279K
18.1K $3.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.22K
- 3.23%
$102.49 - $119.96 $125K - $146K
36.6K $3.83M
GLDM
World Gold Trust

ETFs
-21.7K
- 26.2%
$52.19 - $61.89 $1.13M - $1.34M
61.2K $3.79M
WMT
Walmart Inc.

Consumer Defensive
-3.2K
- 3.83%
$84.5 - $105.05 $270K - $336K
80.4K $7.06M
TGT
Target Corp

Consumer Defensive
-570
- 4.06%
$103.65 - $142.5 $59.1K - $81.2K
13.5K $1.41M
LOW
Lowes Companies Inc

Consumer Cyclical
-72
- 0.21%
$222.66 - $268.42 $16K - $19.3K
34.5K $8.04M
GD
General Dynamics Corp

Industrials
-1.93K
- 37.11%
$241.94 - $272.58 $466K - $525K
3.26K $889K
CVX
Chevron Corp

Energy
-29.9K
- 14.8%
$146.71 - $167.97 $4.39M - $5.03M
172K $28.8M
IEFA
Ishares Tr

ETFs
-8.23K
- 27.37%
$69.57 - $78.65 $573K - $648K
21.8K $1.65M
AXP
American Express CO

Financial Services
-204
- 1.45%
$255.39 - $325.87 $52.1K - $66.5K
13.8K $3.72M
XLY
Select Sector Spdr Consumer Di

ETFs
-552
- 4.7%
$192.6 - $233.2 $106K - $129K
11.2K $2.21M
ATR
Aptargroup, Inc.

Healthcare
-2K
- 13.91%
$141.7 - $159.83 $283K - $320K
12.4K $1.84M
PFE
Pfizer Inc

Healthcare
-9.73K
- 6.77%
$25.01 - $27.13 $243K - $264K
134K $3.4M
ETN
Eaton Corp PLC

Industrials
-516
- 13.53%
$271.83 - $371.23 $140K - $192K
3.3K $896K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.42K
- 2.4%
$169.43 - $182.84 $240K - $259K
57.5K $9.96M
NOW
Service Now, Inc.

Technology
-36
- 2.92%
$783.83 - $1170.39 $28.2K - $42.1K
1.2K $952K
NEE
Nextera Energy Inc

Utilities
-3.27K
- 2.17%
$66.96 - $76.16 $219K - $249K
147K $10.4M
BMY
Bristol Myers Squibb CO

Healthcare
-7.55K
- 25.86%
$53.9 - $63.11 $407K - $477K
21.7K $1.32M
RPM
Rpm International Inc

Basic Materials
-250
- 0.65%
$114.03 - $128.31 $28.5K - $32.1K
38.3K $4.43M
CHD
Church & Dwight CO Inc

Consumer Defensive
-4.96K
- 11.04%
$101.42 - $113.2 $503K - $562K
40K $4.4M
META
Meta Platforms, Inc.

Communication Services
-344
- 4.76%
$576.36 - $736.67 $198K - $253K
6.88K $3.97M
CARR
Carrier Global Corp

Industrials
-350
- 0.66%
$62.07 - $70.55 $21.7K - $24.7K
53K $3.36M
APH
Amphenol Corp

Technology
-529
- 0.85%
$61.62 - $78.55 $32.6K - $41.6K
62K $4.07M
AMD
Advanced Micro Devices Inc

Technology
-1.05K
- 11.75%
$96.63 - $129.55 $101K - $136K
7.87K $808K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-60
- 0.38%
$302.31 - $337.54 $18.1K - $20.3K
15.6K $4.78M
CMCSA
Comcast Corp

Communication Services
-6.27K
- 14.96%
$33.19 - $38.23 $208K - $240K
35.6K $1.31M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.73K
- 11.72%
$120.5 - $145.97 $208K - $252K
13K $1.71M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.25K
- 8.96%
$94.84 - $105.31 $213K - $237K
22.8K $2.2M
COIN
Coinbase Global, Inc.

Technology
-70
- 2.53%
$172.23 - $301.3 $12.1K - $21.1K
2.7K $465K
USB
Us Bancorp \De\

Financial Services
-1.65K
- 6.21%
$40.92 - $50.9 $67.7K - $84.2K
25K $1.05M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-400
- 4.69%
$168.84 - $202.89 $67.5K - $81.2K
8.13K $1.43M
PH
Parker Hannifin Corp

Industrials
-175
- 6.36%
$591.65 - $707.05 $104K - $124K
2.58K $1.57M
GS
Goldman Sachs Group Inc

Financial Services
-78
- 1.49%
$524.81 - $672.19 $40.9K - $52.4K
5.17K $2.82M
VO
Vanguard Mid Cap ETF

ETFs
-375
- 2.55%
$251.87 - $277.95 $94.5K - $104K
14.4K $3.71M
LMT
Lockheed Martin Corp

Industrials
-3
- 0.07%
$423.19 - $506.29 $1.27K - $1.52K
4.37K $1.95M
NXPI
Nxp Semiconductors N.V.

Technology
-76
- 0.89%
$189.99 - $245.86 $14.4K - $18.7K
8.49K $1.61M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-6.43K
- 58.47%
$34.58 - $45.97 $222K - $295K
4.56K $209K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-372
- 19.25%
$254.58 - $302.92 $94.7K - $113K
1.56K $398K
PG
Procter & Gamble CO

Consumer Defensive
-2.16K
- 2.83%
$158.56 - $176.26 $342K - $380K
74K $12.6M
MTD
Mettler Toledo International Inc

Healthcare
-38
- 1.55%
$1177.09 - $1390.0 $44.7K - $52.8K
2.42K $2.86M
APO
Apollo Global Management, Inc.

Financial Services
-350
- 10.51%
$126.01 - $172.06 $44.1K - $60.2K
2.98K $408K
SPGI
S&P Global Inc.

Financial Services
-325
- 9.02%
$478.26 - $543.77 $155K - $177K
3.28K $1.67M
MCK
Mckesson Corp

Healthcare
-3.2K
- 16.28%
$566.21 - $672.99 $1.81M - $2.15M
16.5K $11.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-10
- 5.08%
$4295.4 - $5141.88 $43K - $51.4K
187 $861K
MSI
Motorola Solutions, Inc.

Technology
-155
- 9.23%
$411.73 - $482.1 $63.8K - $74.7K
1.53K $667K
IWN
Ishares Russell2000 Val ETF

ETFs
-300
- 6.32%
$149.27 - $169.4 $44.8K - $50.8K
4.45K $671K
IVE
Ishares S&P 500 Value ETF

ETFs
-525
- 3.02%
$185.78 - $198.58 $97.5K - $104K
16.8K $3.21M
SPOT
Spotify Technology S.A.

Communication Services
-339
- 41.09%
$457.79 - $648.32 $155K - $220K
486 $267K
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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