Evercore Wealth Management, LLC Reduced Holdings in Q2 2025

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Nabors Energy Transition Cor
-9.79K
- 41.68%
N/A
13.7K $0
Jacobs Solutions Inc
-3.47K
- 28.28%
N/A
8.79K $0
Ishares Bitcoin Trust ETF
-2.69K
- 14.9%
N/A
15.4K $0
ENB
Enbridge Inc

Energy
-490
- 1.99%
$41.09 - $47.16 $20.1K - $23.1K
24.1K $1.09M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-376
- 7.19%
$48.22 - $60.41 $18.1K - $22.7K
4.85K $289K
TFC
Truist Financial Corp

Financial Services
-125
- 0.99%
$34.79 - $42.99 $4.35K - $5.37K
12.5K $536K
CSX
Csx Corp

Industrials
-693
- 4.55%
$26.69 - $32.91 $18.5K - $22.8K
14.5K $474K
IWD
Ishares Russell 1000 Val ETF

ETFs
-250
- 2.04%
$166.82 - $194.23 $41.7K - $48.6K
12K $2.33M
AMP
Ameriprise Financial Inc

Financial Services
-40
- 3.77%
$422.19 - $533.73 $16.9K - $21.3K
1.02K $544K
AYI
Acuity Brands Inc

Industrials
-497
- 9.27%
$223.31 - $304.18 $111K - $151K
4.87K $1.45M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-14
- 0.6%
$160.22 - $209.35 $2.24K - $2.93K
2.32K $485K
MMM
3 M CO

Industrials
-50
- 0.38%
$126.09 - $154.15 $6.3K - $7.71K
13.2K $2.02M
CRM
Salesforce, Inc.

Technology
-75
- 0.29%
$236.26 - $291.15 $17.7K - $21.8K
26K $7.09M
ADI
Analog Devices Inc

Technology
-475
- 8.23%
$164.6 - $238.02 $78.2K - $113K
5.3K $1.26M
NXPI
Nxp Semiconductors N.V.

Technology
-656
- 7.72%
$153.5 - $218.72 $101K - $143K
7.84K $1.71M
CEG
Constellation Energy Corp

Utilities
-20
- 1.82%
$170.96 - $322.76 $3.42K - $6.46K
1.08K $348K
KLAC
Kla Corp

Technology
-32
- 4.31%
$576.53 - $902.94 $18.4K - $28.9K
710 $635K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.86K
- 5.84%
$39.89 - $49.46 $234K - $290K
94.4K $4.67M
IEFA
Ishares Tr

ETFs
-80
- 0.37%
$67.83 - $84.09 $5.43K - $6.73K
21.8K $1.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-60
- 0.16%
$90.56 - $109.49 $5.43K - $6.57K
36.6K $4M
AAXJ
Ishares Msci All Country Asia

ETFs
-294
- 1.11%
$65.0 - $82.89 $19.1K - $24.4K
26.2K $2.16M
AMD
Advanced Micro Devices Inc

Technology
-700
- 8.89%
$78.21 - $143.81 $54.7K - $101K
7.17K $1.02M
EMR
Emerson Electric CO

Industrials
-4.72K
- 13.23%
$94.15 - $133.33 $444K - $629K
30.9K $4.12M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2
- 0.01%
$74.88 - $91.97 $150 - $184
32.2K $2.96M
VO
Vanguard Mid Cap ETF

ETFs
-209
- 1.46%
$228.54 - $279.83 $47.8K - $58.5K
14.1K $3.96M
XLI
Industrial Sector Spdr

ETFs
-80
- 0.48%
$116.42 - $147.52 $9.31K - $11.8K
16.5K $2.43M
ETN
Eaton Corp PLC

Industrials
-51
- 1.55%
$246.52 - $356.99 $12.6K - $18.2K
3.25K $1.16M
XLC
Select Sector Spdr Tr Communic

ETFs
-107
- 0.47%
$86.13 - $108.53 $9.22K - $11.6K
22.7K $2.47M
ECL
Ecolab Inc.

Basic Materials
-45
- 0.21%
$225.65 - $270.95 $10.2K - $12.2K
21.2K $5.71M
VB
Vanguard Small Cap ETF

ETFs
-50
- 0.2%
$193.73 - $237.37 $9.69K - $11.9K
24.5K $5.82M
IWM
Ishares Russell 2000 ETF

ETFs
-1.14K
- 3.03%
$174.82 - $215.79 $199K - $246K
36.4K $7.87M
HON
Honeywell International Inc

Industrials
-15
- 0.08%
$182.86 - $232.88 $2.74K - $3.49K
18K $4.2M
VV
Vanguard Large Cap ETF

ETFs
-100
- 0.68%
$228.25 - $285.3 $22.8K - $28.5K
14.5K $4.14M
IDXX
Idexx Laboratories Inc

Healthcare
-500
- 8.41%
$361.04 - $536.34 $181K - $268K
5.44K $2.92M
COIN
Coinbase Global, Inc.

Technology
-40
- 1.48%
$151.47 - $375.07 $6.06K - $15K
2.66K $932K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-800
- 7.25%
$416.06 - $551.64 $333K - $441K
10.2K $5.65M
CSCO
Cisco Systems, Inc.

Technology
-13.8K
- 7.27%
$53.19 - $69.38 $733K - $956K
176K $12.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-30
- 0.19%
$272.36 - $339.57 $8.17K - $10.2K
15.6K $5.28M
CARR
Carrier Global Corp

Industrials
-102
- 0.19%
$55.55 - $75.83 $5.67K - $7.73K
52.9K $3.87M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 0.03%
$468.22 - $566.51 $2.34K - $2.83K
15.8K $8.97M
PM
Philip Morris International Inc.

Consumer Defensive
-56
- 0.23%
$149.23 - $184.95 $8.36K - $10.4K
24.7K $4.51M
VUG
Vanguard Growth ETF

ETFs
-352
- 3.26%
$329.49 - $438.4 $116K - $154K
10.5K $4.58M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-40
- 0.03%
$51.16 - $62.02 $2.05K - $2.48K
159K $9.85M
DIS
Walt Disney CO

Communication Services
-3.75K
- 9.04%
$81.72 - $124.01 $306K - $465K
37.7K $4.68M
GE
General Electric CO

Industrials
-8
- 0.08%
$166.81 - $257.39 $1.33K - $2.06K
10.6K $2.74M
AXP
American Express CO

Financial Services
-235
- 1.7%
$231.39 - $318.98 $54.4K - $75K
13.6K $4.34M
SYK
Stryker Corp

Healthcare
-151
- 0.47%
$337.37 - $395.63 $50.9K - $59.7K
32.2K $12.7M
MCK
Mckesson Corp

Healthcare
-344
- 2.09%
$652.83 - $732.78 $225K - $252K
16.1K $11.8M
GS
Goldman Sachs Group Inc

Financial Services
-67
- 1.3%
$462.22 - $707.75 $31K - $47.4K
5.1K $3.61M
Activity Summary
Buys All Purchases 77 New Holdings 17 Increased Positions 60 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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