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
VEA
Vanguard Ftse Developed Market

ETFs
-6.51K
- 3.09%
$47.4 - $52.99 $309K - $345K
204K $10.4M
DUK
Duke Energy Corp

Utilities
-147
- 0.59%
$105.87 - $121.97 $15.6K - $17.9K
24.8K $3.03M
ECL
Ecolab Inc.

Basic Materials
-104
- 0.49%
$229.72 - $269.82 $23.9K - $28.1K
21.2K $5.38M
ICE
Intercontinental Exchange, Inc.

Financial Services
-120
- 0.68%
$142.8 - $176.36 $17.1K - $21.2K
17.5K $3.02M
ADP
Automatic Data Processing Inc

Industrials
-1.15K
- 1.91%
$286.85 - $318.64 $330K - $367K
59.2K $18.1M
EPD
Enterprise Products Partners L.P.

Energy
-1K
- 0.46%
$31.75 - $34.14 $31.8K - $34.1K
217K $7.41M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 8.33%
$663000.0 - $801950.0 $663K - $802K
11 $8.78M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.71K
- 3.09%
$74.85 - $84.89 $427K - $484K
179K $14.6M
ROP
Roper Technologies Inc

Industrials
-4.75K
- 9.55%
$502.71 - $593.81 $2.39M - $2.82M
45K $26.5M
SCHW
Schwab Charles Corp

Financial Services
-911
- 0.52%
$71.24 - $83.64 $64.9K - $76.2K
174K $13.7M
MA
Mastercard Inc

Financial Services
-15.8K
- 3.62%
$504.67 - $576.31 $7.98M - $9.11M
421K $231M
AMGN
Amgen Inc

Healthcare
-707
- 3.64%
$258.59 - $327.36 $183K - $231K
18.7K $5.84M
PM
Philip Morris International Inc.

Consumer Defensive
-146
- 0.59%
$117.15 - $158.79 $17.1K - $23.2K
24.8K $3.94M
IBM
International Business Machines Corp

Technology
-2.58K
- 4.71%
$217.4 - $264.74 $561K - $683K
52.2K $13M
RTX
Raytheon Technologies Corp

Industrials
-1.38K
- 1.99%
$114.1 - $135.66 $157K - $187K
67.9K $8.99M
V
Visa Inc.

Financial Services
-901
- 2.39%
$306.92 - $362.71 $277K - $327K
36.8K $12.9M
JNJ
Johnson & Johnson

Healthcare
-17.5K
- 9.17%
$142.06 - $167.7 $2.48M - $2.93M
173K $28.7M
CHKP
Check Point Software Technologies LTD

Technology
-2K
- 5.05%
$179.88 - $231.31 $360K - $463K
37.6K $8.58M
KO
Coca Cola CO

Consumer Defensive
-977
- 0.67%
$60.81 - $72.32 $59.4K - $70.7K
145K $10.4M
LLY
Eli Lilly & CO

Healthcare
-653
- 1.76%
$725.72 - $929.72 $474K - $607K
36.5K $30.2M
COST
Costco Wholesale Corp

Consumer Defensive
-1.27K
- 1.11%
$890.62 - $1076.86 $1.13M - $1.36M
113K $107M
ABBV
Abb Vie Inc.

Healthcare
-679
- 0.78%
$169.2 - $216.66 $115K - $147K
86.8K $18.2M
GLD
Spdr Gold Trust

ETFs
-2.55K
- 3.21%
$243.19 - $288.14 $619K - $733K
76.7K $22.1M
EOG
Eog Resources Inc

Energy
-3.82K
- 0.61%
$120.54 - $138.05 $460K - $527K
618K $79.3M
IAU
Ishares Gold Trust

ETFs
-17.4K
- 2.68%
$49.74 - $58.96 $864K - $1.02M
631K $37.2M
CB
Chubb LTD

Financial Services
-10.2K
- 2.24%
$257.71 - $301.99 $2.63M - $3.08M
444K $134M
WMB
Williams Companies, Inc.

Energy
-71.2K
- 2.58%
$54.02 - $61.09 $3.85M - $4.35M
2.69M $161M
AMT
American Tower Corp

Real Estate
-16.2K
- 3.57%
$173.46 - $217.6 $2.81M - $3.52M
437K $95.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.76K
- 1.7%
$442.66 - $534.52 $2.11M - $2.55M
275K $146M
AZO
Autozone Inc

Consumer Cyclical
-2.97K
- 5.17%
$3193.96 - $3828.11 $9.5M - $11.4M
54.5K $208M
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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