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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88.1 Million 1.42% of portfolio
1,072,367
Q2 2025 Reduced 1.71%
$0
$71.4 Million 1.15% of portfolio
115,526
Q2 2025 Added 0.09%
$0
$41.2 Million 0.67% of portfolio
66,429
Q2 2025 Reduced 0.95%
$53.5B
$39.7 Million 0.64% of portfolio
635,955
Q2 2025 Added 0.75%
$0
$38.8 Million 0.63% of portfolio
68,311
Q2 2025 Added 11.38%
$0
$34.2 Million 0.55% of portfolio
298,913
Q2 2025 Added 3.53%
$0
$24.7 Million 0.4% of portfolio
58,225
Q2 2025 Added 1.53%
$106B
$23.1 Million 0.37% of portfolio
75,873
Q2 2025 Reduced 1.03%
$0
$17.3 Million 0.28% of portfolio
341,851
Q2 2025 New
$0
$15.9 Million 0.26% of portfolio
177,847
Q2 2025 Reduced 0.55%
$0
$11.8 Million 0.19% of portfolio
206,527
Q2 2025 Added 1.25%
$0
$10.8 Million 0.17% of portfolio
59,317
Q2 2025 Added 3.22%
$0
$9.93 Million 0.16% of portfolio
39,222
Q2 2025 Reduced 0.12%
$0
$9.85 Million 0.16% of portfolio
158,814
Q2 2025 Reduced 0.03%
$0
$8.97 Million 0.14% of portfolio
15,834
Q2 2025 Reduced 0.03%
$0
$7.87 Million 0.13% of portfolio
36,449
Q2 2025 Reduced 3.03%
$9.76B
$7.1 Million 0.11% of portfolio
108,435
Q2 2025 Added 77.15%
$0
$6.99 Million 0.11% of portfolio
104,017
Q2 2025 Added 23.21%
$0
$6.06 Million 0.1% of portfolio
55,010
Q1 2025 Reduced 6.38%
$0
$5.65 Million 0.09% of portfolio
10,237
Q2 2025 Reduced 7.25%
$0
$5.82 Million 0.09% of portfolio
24,541
Q2 2025 Reduced 0.2%
$0
$5.54 Million 0.09% of portfolio
18,244
Q4 2024 Added 0.2%
$0
$5.28 Million 0.09% of portfolio
15,552
Q2 2025 Reduced 0.19%
$0
$4.67 Million 0.08% of portfolio
94,402
Q2 2025 Reduced 5.84%
$0
$4.58 Million 0.07% of portfolio
10,450
Q2 2025 Reduced 3.26%
$0
$4.14 Million 0.07% of portfolio
14,507
Q2 2025 Reduced 0.68%
$0
$4 Million 0.06% of portfolio
36,565
Q2 2025 Reduced 0.16%
$0
$3.81 Million 0.06% of portfolio
72,661
Q2 2025 Added 0.87%
$0
$3.96 Million 0.06% of portfolio
14,147
Q2 2025 Reduced 1.46%
$0
$2.94 Million 0.05% of portfolio
37,939
Q2 2025 Added 90.82%
$0
$2.96 Million 0.05% of portfolio
32,195
Q2 2025 Reduced 0.01%
$0
$3.29 Million 0.05% of portfolio
16,837
Q1 2025 Reduced 3.02%
$0
$2.33 Million 0.04% of portfolio
11,983
Q2 2025 Reduced 2.04%
$0
$2.43 Million 0.04% of portfolio
11,200
Q1 2025 Reduced 4.7%
$0
$2.47 Million 0.04% of portfolio
22,741
Q2 2025 Reduced 0.47%
$0
$2.43 Million 0.04% of portfolio
16,502
Q2 2025 Reduced 0.48%
$0
$2.26 Million 0.04% of portfolio
12,387
Q4 2024 Added 20.93%
$0
$1.73 Million 0.03% of portfolio
22,771
Q1 2025 Reduced 4.59%
$0
$2.16 Million 0.03% of portfolio
26,160
Q2 2025 Reduced 1.11%
$0
$1.71 Million 0.03% of portfolio
13,512
Q4 2022 Added 0.75%
$0
$1.82 Million 0.03% of portfolio
21,765
Q2 2025 Reduced 0.37%
$0
$1.59 Million 0.03% of portfolio
5,970
Q2 2025 Reduced 0.5%
$0
$1.92 Million 0.03% of portfolio
14,488
Q1 2024 Reduced 7.21%
$0
$1.73 Million 0.03% of portfolio
19,653
Q2 2025 Reduced 6.87%
$0
$1.63 Million 0.03% of portfolio
12,968
Q2 2025 Reduced 0.31%
$0
$1.56 Million 0.03% of portfolio
35,624
Q1 2023 Reduced 1.38%
$0
$1.91 Million 0.03% of portfolio
16,322
Q2 2025 Added 24.65%
$0
$1.59 Million 0.03% of portfolio
12,399
Q2 2025 Added 5.69%
$0
$2.11 Million 0.03% of portfolio
3,175
Q4 2024 Reduced 0.78%

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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