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 Market Cap. of $10 Billions to $200 Billions
