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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.1K
- 4.84%
$42.5 - $46.71 $217K - $238K
100K $4.54M
GWW
W.W. Grainger, Inc.

Industrials
-50
- 6.84%
$953.54 - $1132.42 $47.7K - $56.6K
681 $672K
KKR
Kkr & Co. Inc.

Financial Services
-15
- 0.57%
$108.17 - $167.07 $1.62K - $2.51K
2.6K $300K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-406
- 16.02%
$402.33 - $489.71 $163K - $199K
2.13K $977K
XLI
Industrial Sector Spdr

ETFs
-550
- 3.21%
$128.78 - $141.67 $70.8K - $77.9K
16.6K $2.17M
XLP
Consumer Staples Sector Spdr

ETFs
-1.1K
- 4.59%
N/A
22.8K $1.73M
BAX
Baxter International Inc

Healthcare
-3.98K
- 37.24%
$29.26 - $36.57 $117K - $146K
6.71K $229K
UNH
Unitedhealth Group Inc

Healthcare
-11.9K
- 3.46%
$461.52 - $548.18 $5.5M - $6.54M
333K $174M
QCOM
Qualcomm Inc

Technology
-495
- 2.22%
$151.94 - $175.86 $75.2K - $87.1K
21.8K $3.35M
LHX
L3 Harris Technologies, Inc.

Industrials
-333
- 6.48%
$194.65 - $222.86 $64.8K - $74.2K
4.81K $1.01M
RJF
Raymond James Financial Inc

Financial Services
-200
- 7.61%
$137.62 - $172.64 $27.5K - $34.5K
2.43K $337K
VXF
Vanguard Extended Market ETF

ETFs
-201
- 10.28%
$170.36 - $201.04 $34.2K - $40.4K
1.76K $302K
STT
State Street Corp

Financial Services
-250
- 5.24%
$84.47 - $102.23 $21.1K - $25.6K
4.52K $404K
COF
Capital One Financial Corp

Financial Services
-400
- 5.02%
$163.87 - $209.82 $65.5K - $83.9K
7.56K $1.36M
PANW
Palo Alto Networks Inc

Technology
-104
- 2.67%
$167.82 - $208.28 $17.5K - $21.7K
3.78K $645K
AN
Autonation, Inc.

Consumer Cyclical
-250
- 9.55%
$156.67 - $195.15 $39.2K - $48.8K
2.37K $383K
AMP
Ameriprise Financial Inc

Financial Services
-5
- 0.47%
$472.29 - $575.13 $2.36K - $2.88K
1.06K $513K
DOW
Dow Inc.

Basic Materials
-440
- 6.06%
$34.36 - $41.92 $15.1K - $18.4K
6.82K $238K
GIS
General Mills Inc

Consumer Defensive
-361
- 4.58%
$57.56 - $65.3 $20.8K - $23.6K
7.53K $449K
INTC
Intel Corp

Technology
-11.7K
- 14.5%
$19.1 - $27.39 $223K - $320K
69K $1.57M
WEX
Wex Inc.

Technology
-146
- 10.2%
$148.29 - $186.78 $21.7K - $27.3K
1.29K $201K
CL
Colgate Palmolive CO

Consumer Defensive
-1.34K
- 4.73%
$85.68 - $97.5 $114K - $130K
26.9K $2.52M
SHOP
Shopify Inc.

Technology
-5
- 0.12%
$90.59 - $129.31 $453 - $647
4.14K $395K
URI
United Rentals, Inc.

Industrials
-2
- 0.37%
$594.17 - $789.56 $1.19K - $1.58K
538 $337K
ROK
Rockwell Automation, Inc

Industrials
-14
- 1.02%
$255.29 - $303.75 $3.57K - $4.25K
1.36K $352K
SNPS
Synopsys Inc

Technology
-4
- 0.61%
$428.58 - $551.54 $1.71K - $2.21K
655 $280K
CEG
Constellation Energy Corp

Utilities
-44
- 3.85%
$201.63 - $347.44 $8.87K - $15.3K
1.1K $221K
CSL
Carlisle Companies Inc

Industrials
-36
- 4.89%
$326.43 - $408.24 $11.8K - $14.7K
700 $238K
INTU
Intuit Inc

Technology
-22
- 2.2%
$555.63 - $630.23 $12.2K - $13.9K
979 $601K
VMC
Vulcan Materials CO

Basic Materials
-10
- 0.96%
$220.9 - $277.54 $2.21K - $2.78K
1.03K $239K
MCO
Moodys Corp

Financial Services
-36
- 2.34%
$437.8 - $527.48 $15.8K - $19K
1.5K $700K
ADSK
Autodesk, Inc.

Technology
-77
- 8.17%
N/A
866 $212K
CTSH
Cognizant Technology Solutions Corp

Technology
-200
- 2.04%
$75.32 - $90.7 $15.1K - $18.1K
9.59K $733K
C
Citigroup Inc

Financial Services
-285
- 6.11%
$67.23 - $84.63 $19.2K - $24.1K
4.38K $310K
VT
Vanguard Total World Stk Index

ETFs
-5
- 0.04%
$115.08 - $123.97 $575 - $620
11.7K $1.36M
EMN
Eastman Chemical CO

Basic Materials
-44
- 1.28%
$87.05 - $103.47 $3.83K - $4.55K
3.39K $298K
VNQ
Vanguard Specialized Funds Van

ETFs
-282
- 3.6%
$85.55 - $94.34 $24.1K - $26.6K
7.54K $683K
XYL
Xylem Inc.

Industrials
-137
- 6.73%
$114.02 - $132.04 $15.6K - $18.1K
1.9K $226K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-140
- 5.82%
$128.74 - $138.67 $18K - $19.4K
2.27K $307K
MUB
Ishares National Muni Bond ETF

ETFs
-37
- 0.85%
$104.71 - $107.69 $3.87K - $3.98K
4.3K $453K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-246
- 1.24%
$39.4 - $42.61 $9.69K - $10.5K
19.7K $794K
OEF
Ishares S&P 100 ETF

ETFs
-20
- 0.33%
N/A
6K $1.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-500
- 2.91%
$27.01 - $28.54 $13.5K - $14.3K
16.7K $467K
Jacobs Solutions Inc
-225
- 1.8%
N/A
12.3K $0
Linde PLC
-82
- 4.41%
N/A
1.78K $0
Lam Research Corp
-110
- 2.09%
N/A
5.15K $0
Blackrock Inc
-3.19K
- 2.76%
N/A
112K $0
Labcorp Holdings Inc
-186
- 17.38%
N/A
884 $0
Kenvue Inc
-952
- 4.89%
N/A
18.5K $0
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
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email