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
VTWO
Vanguard Russell 2000 ETF

ETFs
-103
- 3.19%
$87.42 - $98.06 $9K - $10.1K
3.12K $278K
XLK
Technology Sector Spdr

ETFs
-1.27K
- 3.01%
$220.26 - $241.44 $279K - $306K
40.8K $9.49M
CTVA
Corteva, Inc.

Basic Materials
-5
- 0.13%
$55.21 - $64.13 $276 - $321
3.82K $217K
OEF
Ishares S&P 100 ETF

ETFs
-10
- 0.17%
N/A
6.02K $1.6M
RSG
Republic Services, Inc.

Industrials
-12
- 0.64%
$198.0 - $218.75 $2.38K - $2.63K
1.87K $376K
Brookfield Corp
-907
- 2.99%
N/A
29.5K $0
Amentum Holdings Inc
-77
- 0.62%
N/A
12.4K $0
Brookfield Asset Managmt LTD
-726
- 10.49%
N/A
6.2K $0
IWV
Ishares Russell 3000 ETF

ETFs
-75
- 1.76%
$323.08 - $349.08 $24.2K - $26.2K
4.19K $1.4M
FDX
Fedex Corp

Industrials
-14
- 1.02%
$260.5 - $305.15 $3.65K - $4.27K
1.36K $383K
GLW
Corning Inc

Technology
-79
- 0.46%
$44.11 - $49.76 $3.48K - $3.93K
17.2K $819K
DLR
Digital Realty Trust, Inc.

Real Estate
-23
- 0.82%
$156.46 - $195.69 $3.6K - $4.5K
2.79K $495K
USB
Us Bancorp \De\

Financial Services
-147
- 0.55%
$43.98 - $53.66 $6.47K - $7.89K
26.6K $1.27M
RJF
Raymond James Financial Inc

Financial Services
-100
- 3.67%
$123.0 - $170.1 $12.3K - $17K
2.63K $408K
IMXI
International Money Express, Inc.

Technology
-121
- 0.36%
$17.16 - $21.87 $2.08K - $2.65K
33.2K $690K
VGT
Vanguard Information Technolog

ETFs
-25
- 0.78%
$571.78 - $647.97 $14.3K - $16.2K
3.18K $1.97M
BMY
Bristol Myers Squibb CO

Healthcare
-667
- 2.23%
$51.92 - $59.94 $34.6K - $40K
29.2K $1.65M
APH
Amphenol Corp

Technology
-2.26K
- 3.5%
$62.07 - $75.35 $141K - $171K
62.5K $4.34M
XLF
Financial Sector Spdr

ETFs
-1.53K
- 2.05%
$44.89 - $51.34 $68.5K - $78.3K
73K $3.53M
COIN
Coinbase Global, Inc.

Technology
-243
- 8.07%
$163.17 - $343.62 $39.7K - $83.5K
2.77K $687K
JEF
Jefferies Financial Group Inc.

Financial Services
-1.27K
- 7.08%
$61.95 - $81.75 $78.7K - $104K
16.7K $1.31M
XLY
Select Sector Spdr Consumer Di

ETFs
-330
- 2.73%
$194.8 - $239.43 $64.3K - $79K
11.8K $2.64M
BAC
Bank Of America Corp

Financial Services
-1.08K
- 1.23%
$39.22 - $47.77 $42.4K - $51.6K
86.8K $3.82M
HON
Honeywell International Inc

Industrials
-150
- 0.77%
$202.84 - $236.0 $30.4K - $35.4K
19.3K $4.36M
WFC
Wells Fargo & Company

Financial Services
-209
- 0.56%
$54.98 - $77.35 $11.5K - $16.2K
37K $2.6M
DIS
Walt Disney CO

Communication Services
-1.26K
- 2.83%
$92.39 - $117.6 $116K - $148K
43.2K $4.81M
IVV
Ishares Core S&P 500 ETF

ETFs
-365
- 0.53%
$570.51 - $610.59 $208K - $223K
68.3K $40.2M
GTLS
Chart Industries Inc

Industrials
-7.1K
- 23.27%
$119.65 - $202.35 $849K - $1.44M
23.4K $4.46M
WMT
Walmart Inc.

Consumer Defensive
-971
- 1.15%
$79.1 - $95.7 $76.8K - $92.9K
83.6K $7.55M
ADP
Automatic Data Processing Inc

Industrials
-608
- 1.0%
$280.08 - $307.97 $170K - $187K
60.3K $17.7M
ARCC
Ares Capital Corp

Financial Services
-1.41K
- 0.14%
$20.74 - $22.27 $29.3K - $31.4K
1.03M $22.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-10.2K
- 28.4%
$213.65 - $479.86 $2.18M - $4.89M
25.7K $10.4M
CSCO
Cisco Systems, Inc.

Technology
-3.3K
- 1.57%
$52.45 - $60.02 $173K - $198K
207K $12.2M
V
Visa Inc.

Financial Services
-609
- 1.59%
$273.87 - $320.91 $167K - $195K
37.7K $11.9M
AZO
Autozone Inc

Consumer Cyclical
-379
- 0.65%
$2981.19 - $3370.27 $1.13M - $1.28M
57.5K $184M
AVGO
Broadcom Inc.

Technology
-3.62K
- 7.58%
$159.67 - $250.0 $578K - $906K
44.2K $10.2M
COST
Costco Wholesale Corp

Consumer Defensive
-1.33K
- 1.15%
$873.59 - $994.69 $1.16M - $1.32M
114K $105M
MA
Mastercard Inc

Financial Services
-1.92K
- 0.44%
$491.3 - $536.15 $941K - $1.03M
437K $230M
BX
Blackstone Inc.

Financial Services
-72.5K
- 4.92%
$148.45 - $199.05 $10.8M - $14.4M
1.4M $241M
JPM
Jpmorgan Chase & CO

Financial Services
-5.28K
- 0.8%
$205.18 - $250.29 $1.08M - $1.32M
651K $156M
WMB
Williams Companies, Inc.

Energy
-20.8K
- 0.75%
$46.37 - $59.74 $963K - $1.24M
2.76M $149M
GOOG
Alphabet Inc.

Communication Services
-6.94K
- 0.67%
$163.08 - $198.16 $1.13M - $1.38M
1.02M $195M
NVDA
Nvidia Corp

Technology
-40.2K
- 1.67%
$117.0 - $148.88 $4.71M - $5.99M
2.36M $317M
MS
Morgan Stanley

Financial Services
-8.36K
- 0.65%
$104.42 - $134.99 $873K - $1.13M
1.27M $160M
AAPL
Apple Inc.

Technology
-15K
- 0.85%
$221.69 - $259.02 $3.33M - $3.89M
1.75M $438M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.2K
- 0.1%
$180.88 - $232.93 $217K - $279K
1.22M $268M
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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