Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025

Evercore Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.56 Billion distributed in 733 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $436M, Microsoft Corp with a value of $424M, Apple Inc. with a value of $412M, Amazon Com Inc with a value of $253M, and Alphabet Inc. with a value of $238M.

Examining the 13F form we can see an increase of $367M in the current position value, from $6.2B to 6.56B.

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 $6.56 Billion
Technology: $1.73 Billion
Financial Services: $1.31 Billion
Consumer Cyclical: $875 Million
ETFs: $698 Million
Communication Services: $442 Million
Industrials: $416 Million
Healthcare: $341 Million
Energy: $283 Million
Other: $465 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$91.4 Million 1.39% of portfolio
1,050,411
Q3 2025 Reduced 2.05%
$0
$77.2 Million 1.18% of portfolio
115,895
Q3 2025 Added 0.32%
$0
$51.7 Million 0.79% of portfolio
84,377
Q3 2025 Added 23.52%
$65.3B
$45.1 Million 0.69% of portfolio
619,495
Q3 2025 Reduced 2.59%
$0
$44.6 Million 0.68% of portfolio
66,594
Q3 2025 Added 0.25%
$0
$38.1 Million 0.58% of portfolio
297,872
Q3 2025 Reduced 0.35%
$0
$31.2 Million 0.48% of portfolio
614,328
Q3 2025 Added 79.71%
$0
$27.3 Million 0.42% of portfolio
58,381
Q3 2025 Added 0.27%
$130B
$26.8 Million 0.41% of portfolio
75,393
Q3 2025 Reduced 0.63%
$0
$21.4 Million 0.33% of portfolio
299,421
Q3 2025 Added 187.86%
$11.9B
$19.2 Million 0.29% of portfolio
251,757
Q3 2025 Added 132.17%
$0
$16.3 Million 0.25% of portfolio
174,207
Q3 2025 Reduced 2.05%
$0
$12.6 Million 0.19% of portfolio
210,085
Q3 2025 Added 1.72%
$0
$10.4 Million 0.16% of portfolio
158,814
Q2 2025 Reduced 0.03%
$0
$10.6 Million 0.16% of portfolio
55,790
Q3 2025 Reduced 5.95%
$0
$9.8 Million 0.15% of portfolio
34,752
Q3 2025 Reduced 11.4%
$0
$8.72 Million 0.13% of portfolio
36,026
Q3 2025 Reduced 1.16%
$0
$7.06 Million 0.11% of portfolio
130,389
Q3 2025 Added 38.12%
$0
$6.64 Million 0.1% of portfolio
55,010
Q1 2025 Reduced 6.38%
$0
$6.51 Million 0.1% of portfolio
46,795
Q3 2025 Reduced 21.28%
$0
$6.44 Million 0.1% of portfolio
80,747
Q3 2025 Added 112.83%
$0
$6.11 Million 0.09% of portfolio
24,013
Q3 2025 Reduced 2.15%
$0
$5.99 Million 0.09% of portfolio
18,244
Q4 2024 Added 0.2%
$0
$6.1 Million 0.09% of portfolio
10,159
Q3 2025 Reduced 0.76%
$0
$5.73 Million 0.09% of portfolio
15,680
Q3 2025 Added 0.82%
$0
$4.36 Million 0.07% of portfolio
36,665
Q3 2025 Added 0.27%
$0
$4.9 Million 0.07% of portfolio
10,212
Q3 2025 Reduced 2.28%
$0
$4.36 Million 0.07% of portfolio
14,162
Q3 2025 Reduced 2.38%
$0
$3.98 Million 0.06% of portfolio
39,734
Q3 2025 Added 1,842.98%
$0
$3.89 Million 0.06% of portfolio
72,121
Q3 2025 Reduced 0.74%
$0
$3.98 Million 0.06% of portfolio
13,564
Q3 2025 Reduced 4.12%
$0
$3.44 Million 0.05% of portfolio
16,665
Q3 2025 Reduced 1.02%
$0
$2.96 Million 0.05% of portfolio
30,614
Q3 2025 Reduced 4.91%
$0
$2.55 Million 0.04% of portfolio
16,527
Q3 2025 Added 0.15%
$0
$2.67 Million 0.04% of portfolio
22,596
Q3 2025 Reduced 0.64%
$0
$2.37 Million 0.04% of portfolio
3,175
Q4 2024 Reduced 0.78%
$0
$2.37 Million 0.04% of portfolio
25,985
Q3 2025 Reduced 0.67%
$0
$2.34 Million 0.04% of portfolio
11,514
Q3 2025 Reduced 3.91%
$0
$2.66 Million 0.04% of portfolio
11,100
Q3 2025 Reduced 0.89%
$0
$1.78 Million 0.03% of portfolio
20,383
Q3 2025 Reduced 6.35%
$0
$1.77 Million 0.03% of portfolio
19,713
Q3 2025 Added 0.31%
$0
$2.24 Million 0.03% of portfolio
12,293
Q3 2025 Reduced 0.76%
$0
$2.06 Million 0.03% of portfolio
14,488
Q1 2024 Reduced 7.21%
$24.1B
$1.78 Million 0.03% of portfolio
42,058
Q3 2025 Added 13.49%
$0
$1.73 Million 0.03% of portfolio
22,771
Q1 2025 Reduced 4.59%
$0
$1.83 Million 0.03% of portfolio
13,512
Q4 2022 Added 0.75%
$0
$1.65 Million 0.03% of portfolio
35,624
Q1 2023 Reduced 1.38%
$0
$1.81 Million 0.03% of portfolio
14,764
Q3 2025 Reduced 9.55%
$0
$1.71 Million 0.03% of portfolio
12,399
Q2 2025 Added 5.69%

Summary

  • Portfolio
  • No. of Stocks 733
  • Current Value $6.56 Billion
  • Prior Value $6.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 186 stocks
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email