Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

Evercore Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.2 Billion distributed in 722 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $416M, Nvidia Corp with a value of $381M, Apple Inc. with a value of $338M, Amazon Com Inc with a value of $255M, and Mastercard Inc with a value of $232M.

Examining the 13F form we can see an increase of $181M in the current position value, from $6.02B to 6.2B.

Evercore Wealth Management, LLC is based out at New York, NY

Below you can find more details about Evercore Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.2 Billion
Technology: $1.75 Billion
Financial Services: $1.23 Billion
Consumer Cyclical: $792 Million
ETFs: $599 Million
Healthcare: $365 Million
Industrials: $362 Million
Communication Services: $331 Million
Energy: $289 Million
Other: $474 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$416 Million 6.71% of portfolio
836,043
Q2 2025 Reduced 2.88%
$456B
$381 Million 6.15% of portfolio
2,413,188
Q2 2025 Reduced 2.26%
$3.69T
$338 Million 5.45% of portfolio
1,645,530
Q2 2025 Reduced 3.33%
$2.26T
$255 Million 4.12% of portfolio
1,163,536
Q2 2025 Reduced 2.31%
$548B
$232 Million 3.74% of portfolio
412,418
Q2 2025 Reduced 2.06%
$123B
$203 Million 3.28% of portfolio
1,358,268
Q2 2025 Added 0.01%
$75.9B
$196 Million 3.17% of portfolio
52,902
Q2 2025 Reduced 3.0%
$250B
$178 Million 2.87% of portfolio
1,261,942
Q2 2025 Added 1.61%
$1.24T
$174 Million 2.82% of portfolio
983,616
Q2 2025 Reduced 1.58%
$859B
$174 Million 2.81% of portfolio
600,108
Q2 2025 Reduced 5.68%
$405B
$165 Million 2.67% of portfolio
450,742
Q2 2025 Reduced 2.1%
$70.4B
$159 Million 2.57% of portfolio
2,533,229
Q2 2025 Reduced 5.86%
$50.1B
$146 Million 2.35% of portfolio
1,038,503
Q2 2025 Reduced 1.68%
$1.21T
$138 Million 2.22% of portfolio
781,694
Q2 2025 Reduced 3.12%
$621B
$132 Million 2.13% of portfolio
271,667
Q2 2025 Reduced 1.1%
$112B
$126 Million 2.04% of portfolio
435,449
Q2 2025 Reduced 1.85%
$150B
$109 Million 1.75% of portfolio
363,546
Q2 2025 Reduced 2.94%
$439B
$103 Million 1.66% of portfolio
103,881
Q2 2025 Reduced 8.24%
$21.5B
$102 Million 1.65% of portfolio
873,956
Q2 2025 Reduced 0.8%
$182B
$100 Million 1.62% of portfolio
1,074,811
Q2 2025 Added 8.26%
$245B
$96.7 Million 1.56% of portfolio
309,817
Q2 2025 Reduced 6.88%
$95.3B
$89.6 Million 1.45% of portfolio
405,552
Q2 2025 Reduced 7.24%
$22.2B
$89.6 Million 1.45% of portfolio
501,474
Q2 2025 Reduced 1.64%
$25.7B
$85.1 Million 1.37% of portfolio
158,670
Q2 2025 Added 25.4%
$4.8B
$80.4 Million 1.3% of portfolio
794,224
Q2 2025 Reduced 0.21%
$157B
$79.3 Million 1.28% of portfolio
205,097
Q2 2025 Reduced 4.66%
$69.2B
$76.5 Million 1.23% of portfolio
639,255
Q2 2025 Added 3.4%
$32.6B
$75.6 Million 1.22% of portfolio
215,284
Q2 2025 Reduced 2.61%
$142B
$71.8 Million 1.16% of portfolio
269,108
Q2 2025 Added 14.74%
$12.7B
$61.9 Million 1.0% of portfolio
432,145
Q2 2025 Added 2.02%
$155B
$43.8 Million 0.71% of portfolio
354,882
Q2 2025 Reduced 58.63%
$79.5B
$41.2 Million 0.67% of portfolio
329,341
Q2 2025 Added 11.71%
$0
$36.6 Million 0.59% of portfolio
1,666,373
Q2 2025 Added 241.83%
$92.8B
$35 Million 0.56% of portfolio
101,837
Q2 2025 Reduced 1.8%
$608B
$28 Million 0.45% of portfolio
35,947
Q2 2025 Reduced 1.64%
$452B
$25.4 Million 0.41% of portfolio
165,977
Q2 2025 Reduced 4.0%
$302B
$23.5 Million 0.38% of portfolio
164,254
Q2 2025 Reduced 4.65%
$55.1B
$23.8 Million 0.38% of portfolio
42,000
Q2 2025 Reduced 6.61%
$124B
$17.3 Million 0.28% of portfolio
55,960
Q2 2025 Reduced 5.43%
$210B
$17.5 Million 0.28% of portfolio
59,410
Q2 2025 Added 13.81%
$229B
$16.7 Million 0.27% of portfolio
122,699
Q2 2025 Reduced 16.72%
$179B
$15.8 Million 0.26% of portfolio
173,403
Q2 2025 Reduced 0.61%
$351B
$16 Million 0.26% of portfolio
86,106
Q2 2025 Reduced 0.83%
$684B
$13.5 Million 0.22% of portfolio
61,712
Q2 2025 Reduced 1.69%
$202B
$13.3 Million 0.21% of portfolio
100,810
Q2 2025 Reduced 0.77%
$142B
$12.7 Million 0.21% of portfolio
32,201
Q2 2025 Reduced 0.47%
$551B
$12.6 Million 0.2% of portfolio
35,516
Q2 2025 Reduced 3.48%
$293B
$12.2 Million 0.2% of portfolio
175,887
Q2 2025 Reduced 7.27%
$222B
$12.4 Million 0.2% of portfolio
42,608
Q2 2025 Reduced 8.17%

Summary

  • Portfolio
  • No. of Stocks 722
  • Current Value $6.2 Billion
  • Prior Value $6.02 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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