Evercore Wealth Management, LLC Reduced Holdings in Q4 2024

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
-4.88K
- 5.7%
$19.07 - $26.23 $93.1K - $128K
80.7K $1.62M
CL
Colgate Palmolive CO

Consumer Defensive
-100
- 0.35%
$90.22 - $102.31 $9.02K - $10.2K
28.2K $2.57M
QCOM
Qualcomm Inc

Technology
-11
- 0.05%
$150.4 - $178.04 $1.65K - $1.96K
22.3K $3.43M
EEM
Ishares Msci Emerging Markets

ETFs
-6.09K
- 23.37%
$41.82 - $47.36 $255K - $289K
20K $835K
IAU
Ishares Gold Trust

ETFs
-4.76K
- 0.73%
$48.37 - $52.65 $230K - $251K
649K $32.1M
ORCL
Oracle Corp

Technology
-485
- 0.75%
$165.41 - $192.43 $80.2K - $93.3K
64.5K $10.7M
OTIS
Otis Worldwide Corp

Industrials
-4
- 0.01%
$92.57 - $106.01 $370 - $424
27.5K $2.54M
STT
State Street Corp

Financial Services
-4K
- 45.61%
$85.96 - $100.78 $344K - $403K
4.77K $468K
PGR
Progressive Corp

Financial Services
-227
- 1.27%
$239.6 - $268.88 $54.4K - $61K
17.6K $4.22M
MDT
Medtronic PLC

Healthcare
-410
- 1.53%
$79.61 - $92.24 $32.6K - $37.8K
26.5K $2.11M
ED
Consolidated Edison Inc

Utilities
-1.51K
- 15.83%
$88.87 - $107.38 $134K - $162K
8.04K $717K
XLB
Select Sector Spdr Fd Material

ETFs
-50
- 0.24%
$83.8 - $97.58 $4.19K - $4.88K
21.1K $1.78M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.03K
- 8.6%
$87.25 - $95.52 $264K - $289K
32.2K $2.85M
DUK
Duke Energy Corp

Utilities
-584
- 2.28%
$105.76 - $120.76 $61.8K - $70.5K
25K $2.69M
VO
Vanguard Mid Cap ETF

ETFs
-980
- 6.24%
$261.5 - $284.63 $256K - $279K
14.7K $3.89M
TMUS
T Mobile Us, Inc.

Communication Services
-2K
- 14.77%
$206.1 - $246.94 $412K - $494K
11.5K $2.55M
TXN
Texas Instruments Inc

Technology
-1.24K
- 2.3%
N/A
52.5K $10.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
-210
- 1.18%
$148.29 - $166.93 $31.1K - $35.1K
17.6K $2.62M
GD
General Dynamics Corp

Industrials
-76
- 1.44%
$260.28 - $314.03 $19.8K - $23.9K
5.19K $1.37M
COF
Capital One Financial Corp

Financial Services
-3K
- 27.36%
$145.19 - $192.01 $436K - $576K
7.96K $1.42M
CMCSA
Comcast Corp

Communication Services
-768
- 1.8%
$37.39 - $45.14 $28.7K - $34.7K
41.9K $1.57M
XLI
Industrial Sector Spdr

ETFs
-900
- 4.99%
$131.76 - $143.99 $119K - $130K
17.1K $2.26M
GLD
Spdr Gold Trust

ETFs
-410
- 0.51%
$236.59 - $257.5 $97K - $106K
79.2K $19.2M
PSA
Public Storage

Real Estate
-73
- 3.26%
$289.33 - $360.21 $21.1K - $26.3K
2.16K $647K
SPGI
S&P Global Inc.

Financial Services
-176
- 4.66%
$480.36 - $529.17 $84.5K - $93.1K
3.6K $1.79M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.28K
- 8.01%
$125.5 - $148.67 $161K - $191K
14.7K $1.95M
ELV
Elevance Health, Inc.

Healthcare
-101
- 14.11%
$365.96 - $514.62 $37K - $52K
615 $227K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-50
- 2.67%
$396.64 - $516.74 $19.8K - $25.8K
1.82K $734K
ATR
Aptargroup, Inc.

Healthcare
-500
- 3.36%
$156.73 - $176.15 $78.4K - $88.1K
14.4K $2.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
-308
- 2.45%
$183.23 - $199.79 $56.4K - $61.5K
12.3K $2.27M
SO
Southern CO

Utilities
-111
- 0.88%
$81.5 - $94.15 $9.05K - $10.5K
12.4K $1.02M
HDV
Ishares Core High Dividend ETF

ETFs
-232
- 1.71%
$110.82 - $121.28 $25.7K - $28.1K
13.3K $1.5M
D
Dominion Energy, Inc

Utilities
-1.4K
- 27.14%
$52.63 - $60.92 $73.7K - $85.3K
3.76K $202K
YUM
Yum Brands Inc

Consumer Cyclical
-113
- 0.8%
$130.36 - $139.54 $14.7K - $15.8K
13.9K $1.87M
CHD
Church & Dwight CO Inc

Consumer Defensive
-835
- 1.82%
$99.11 - $112.25 $82.8K - $93.7K
44.9K $4.71M
BDX
Becton Dickinson & CO

Healthcare
-126
- 3.29%
$220.02 - $243.75 $27.7K - $30.7K
3.71K $841K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-800
- 11.56%
$153.8 - $176.52 $123K - $141K
6.12K $1.02M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-186
- 2.59%
$63.27 - $70.31 $11.8K - $13.1K
7K $443K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-86
- 3.28%
$408.59 - $476.19 $35.1K - $41K
2.53K $1.06M
SYK
Stryker Corp

Healthcare
-51
- 0.16%
$345.14 - $392.15 $17.6K - $20K
32.3K $11.6M
AYI
Acuity Brands Inc

Industrials
-505
- 8.61%
$292.13 - $333.45 $148K - $168K
5.36K $1.57M
RNR
Renaissancere Holdings LTD

Financial Services
-3
- 0.14%
$241.97 - $287.47 $726 - $862
2.07K $514K
VV
Vanguard Large Cap ETF

ETFs
-540
- 3.57%
$260.27 - $280.65 $141K - $152K
14.6K $3.94M
MUB
Ishares National Muni Bond ETF

ETFs
-368
- 7.83%
$105.78 - $108.7 $38.9K - $40K
4.33K $461K
VBR
Vanguard Small Cap Value ETF

ETFs
-173
- 9.18%
$197.36 - $217.3 $34.1K - $37.6K
1.71K $339K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.21K
- 8.08%
$89.66 - $102.16 $198K - $225K
25.1K $2.43M
IWN
Ishares Russell2000 Val ETF

ETFs
-78
- 1.62%
$162.69 - $181.35 $12.7K - $14.1K
4.75K $779K
CTSH
Cognizant Technology Solutions Corp

Technology
-198
- 1.98%
$74.37 - $82.32 $14.7K - $16.3K
9.79K $752K
DGX
Quest Diagnostics Inc

Healthcare
-75
- 3.99%
N/A
1.81K $247K
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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