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
Solventum Corp
-225
- 7.21%
N/A
2.9K $0
Arista Networks Inc
-104
- 1.42%
N/A
7.2K $0
Te Connectivity PLC
-1
- 0.04%
N/A
2.78K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-26
- 1.54%
$283.24 - $338.07 $7.36K - $8.79K
1.66K $489K
JCI
Johnson Controls International PLC

Industrials
-2
- 0.06%
$76.12 - $90.6 $152 - $181
3.3K $264K
CME
Cme Group Inc.

Financial Services
-215
- 11.36%
$225.82 - $266.54 $48.6K - $57.3K
1.68K $444K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-91
- 3.08%
$87.68 - $94.52 $7.98K - $8.6K
2.86K $268K
TPR
Tapestry, Inc.

Consumer Cyclical
-127
- 3.08%
$65.63 - $89.21 $8.34K - $11.3K
4K $281K
KR
Kroger CO

Consumer Defensive
-156
- 4.35%
$58.36 - $67.72 $9.1K - $10.6K
3.43K $232K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-383
- 3.55%
$9.19 - $12.93 $3.52K - $4.95K
10.4K $116K
EEM
Ishares Msci Emerging Markets

ETFs
-326
- 1.63%
$40.81 - $45.34 $13.3K - $14.8K
19.7K $859K
DE
Deere & CO

Industrials
-162
- 7.24%
$408.57 - $509.27 $66.2K - $82.5K
2.08K $974K
IWD
Ishares Russell 1000 Val ETF

ETFs
-54
- 0.44%
$182.82 - $196.21 $9.87K - $10.6K
12.2K $2.3M
TPL
Texas Pacific Land Corp

Energy
-130
- 14.35%
$1180.08 - $1431.01 $153K - $186K
776 $1.03M
ETR
Entergy Corp

Utilities
-2
- 0.07%
$75.26 - $87.89 $151 - $176
2.92K $249K
KLAC
Kla Corp

Technology
-10
- 1.33%
$636.62 - $777.63 $6.37K - $7.78K
742 $504K
COP
Conocophillips

Energy
-466
- 3.42%
$88.6 - $105.85 $41.3K - $49.3K
13.2K $1.38M
ELV
Elevance Health, Inc.

Healthcare
-19
- 3.09%
$365.9 - $436.25 $6.95K - $8.29K
596 $259K
AEE
Ameren Corp

Utilities
-53
- 1.45%
$86.87 - $103.67 $4.6K - $5.49K
3.6K $361K
IDXX
Idexx Laboratories Inc

Healthcare
-7
- 0.12%
$406.29 - $469.04 $2.84K - $3.28K
5.94K $2.5M
ENB
Enbridge Inc

Energy
-249
- 1.0%
$41.54 - $45.45 $10.3K - $11.3K
24.6K $1.09M
JPM
Jpmorgan Chase & CO

Financial Services
-14.7K
- 2.25%
$225.19 - $279.95 $3.3M - $4.1M
636K $156M
WFC
Wells Fargo & Company

Financial Services
-169
- 0.46%
$66.78 - $81.42 $11.3K - $13.8K
36.8K $2.64M
VRSK
Verisk Analytics, Inc.

Industrials
-11
- 0.48%
$268.63 - $301.33 $2.95K - $3.31K
2.26K $672K
MKC
Mccormick & CO Inc

Consumer Defensive
-66
- 0.69%
$71.24 - $84.73 $4.7K - $5.59K
9.53K $784K
XLF
Financial Sector Spdr

ETFs
-1K
- 1.37%
$47.32 - $52.19 $47.3K - $52.2K
72K $3.59M
RSG
Republic Services, Inc.

Industrials
-25
- 1.34%
$200.09 - $242.16 $5K - $6.05K
1.85K $447K
VZ
Verizon Communications Inc

Communication Services
-1.72K
- 6.15%
$37.81 - $46.49 $64.9K - $79.8K
26.2K $1.19M
CI
Cigna Corp

Healthcare
-110
- 4.82%
$274.49 - $329.0 $30.2K - $36.2K
2.17K $713K
AWK
American Water Works Company, Inc.

Utilities
-80
- 1.86%
$121.01 - $149.31 $9.68K - $11.9K
4.22K $622K
HDV
Ishares Core High Dividend ETF

ETFs
-245
- 1.84%
$110.86 - $121.12 $27.2K - $29.7K
13.1K $1.59M
PLTR
Palantir Technologies Inc.

Technology
-2.83K
- 7.4%
$64.98 - $124.62 $184K - $352K
35.4K $2.98M
BSX
Boston Scientific Corp

Healthcare
-117
- 1.1%
$89.38 - $106.18 $10.5K - $12.4K
10.5K $1.06M
AFL
Aflac Inc

Financial Services
-1.69K
- 4.32%
$100.99 - $111.19 $171K - $188K
37.5K $4.17M
SO
Southern CO

Utilities
-28
- 0.23%
$80.96 - $92.96 $2.27K - $2.6K
12.4K $1.14M
PAYX
Paychex Inc

Industrials
-20
- 0.22%
$136.06 - $154.52 $2.72K - $3.09K
9.06K $1.4M
SHW
Sherwin Williams CO

Basic Materials
-2.35K
- 2.22%
$330.16 - $365.55 $777K - $861K
104K $36.2M
NFLX
Netflix Inc

Communication Services
-13
- 0.29%
$828.4 - $1058.6 $10.8K - $13.8K
4.48K $4.18M
MMM
3 M CO

Industrials
-475
- 3.45%
$129.7 - $155.12 $61.6K - $73.7K
13.3K $1.95M
MDT
Medtronic PLC

Healthcare
-930
- 3.52%
$79.84 - $94.5 $74.3K - $87.9K
25.5K $2.29M
SBUX
Starbucks Corp

Consumer Cyclical
-453
- 1.32%
$91.75 - $115.81 $41.6K - $52.5K
33.8K $3.31M
WM
Waste Management Inc

Industrials
-65
- 0.91%
$200.54 - $233.78 $13K - $15.2K
7.04K $1.63M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-861
- 2.74%
$56.12 - $68.15 $48.3K - $58.7K
30.6K $2.07M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.25K
- 1.46%
$56.51 - $62.98 $70.8K - $78.9K
84.4K $5.12M
YUM
Yum Brands Inc

Consumer Cyclical
-500
- 3.59%
$123.25 - $162.53 $61.6K - $81.3K
13.4K $2.11M
OTIS
Otis Worldwide Corp

Industrials
-404
- 1.47%
$90.77 - $104.01 $36.7K - $42K
27.1K $2.79M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1
- 0.01%
$208.48 - $244.03 $208 - $244
8.1K $1.98M
AJG
Arthur J. Gallagher & Co.

Financial Services
-101
- 2.07%
$275.89 - $345.24 $27.9K - $34.9K
4.79K $1.65M
TMUS
T Mobile Us, Inc.

Communication Services
-876
- 7.59%
$211.3 - $272.83 $185K - $239K
10.7K $2.84M
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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