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
META
Meta Platforms, Inc.

Communication Services
-363
- 5.27%
$484.66 - $738.09 $176K - $268K
6.52K $4.81M
RTX
Raytheon Technologies Corp

Industrials
-235
- 0.35%
$113.75 - $148.48 $26.7K - $34.9K
67.6K $9.88M
MA
Mastercard Inc

Financial Services
-8.67K
- 2.06%
$479.92 - $590.74 $4.16M - $5.12M
412K $232M
GLD
Spdr Gold Trust

ETFs
-790
- 1.03%
$273.71 - $316.29 $216K - $250K
75.9K $23.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-976
- 0.55%
$72.96 - $90.39 $71.2K - $88.2K
178K $15.9M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-18.7K
- 1.71%
$70.7 - $82.14 $1.32M - $1.53M
1.07M $88.1M
PLTR
Palantir Technologies Inc.

Technology
-2.01K
- 5.68%
$74.01 - $144.25 $149K - $290K
33.4K $4.55M
NFLX
Netflix Inc

Communication Services
-75
- 1.67%
$855.86 - $1339.13 $64.2K - $100K
4.41K $5.9M
NET
Cloudflare, Inc.

Technology
-5.17K
- 15.43%
$97.08 - $195.83 $502K - $1.01M
28.3K $5.55M
AVGO
Broadcom Inc.

Technology
-10.8K
- 24.5%
$146.29 - $275.65 $1.58M - $2.97M
33.2K $9.16M
APH
Amphenol Corp

Technology
-235
- 0.38%
$59.09 - $98.75 $13.9K - $23.2K
61.7K $6.1M
SCHW
Schwab Charles Corp

Financial Services
-1.06K
- 0.61%
$69.06 - $91.24 $73K - $96.4K
173K $15.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-635
- 0.95%
$498.8 - $620.9 $317K - $394K
66.4K $41.2M
ORCL
Oracle Corp

Technology
-1.06K
- 1.69%
$122.82 - $218.63 $130K - $232K
61.7K $13.5M
ANSS
Ansys Inc

Technology
-5.76K
- 2.61%
$284.19 - $351.22 $1.64M - $2.02M
215K $75.6M
CBRE
Cbre Group, Inc.

Real Estate
-17.7K
- 1.68%
$113.94 - $140.12 $2.02M - $2.48M
1.04M $146M
CDW
Cdw Corp

Technology
-8.34K
- 1.64%
$144.49 - $190.68 $1.2M - $1.59M
501K $89.6M
GOOGL
Alphabet Inc.

Communication Services
-25.2K
- 3.12%
$144.7 - $178.6 $3.64M - $4.49M
782K $138M
JPM
Jpmorgan Chase & CO

Financial Services
-36.1K
- 5.68%
$210.28 - $289.91 $7.59M - $10.5M
600K $174M
GOOG
Alphabet Inc.

Communication Services
-15.8K
- 1.58%
$146.58 - $180.01 $2.31M - $2.84M
984K $174M
AMZN
Amazon Com Inc

Consumer Cyclical
-27.5K
- 2.31%
$167.32 - $223.3 $4.6M - $6.14M
1.16M $255M
MSFT
Microsoft Corp

Technology
-24.8K
- 2.88%
$354.56 - $497.45 $8.78M - $12.3M
836K $416M
NVDA
Nvidia Corp

Technology
-55.9K
- 2.26%
$94.31 - $157.99 $5.27M - $8.84M
2.41M $381M
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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