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 Market Cap. of $2 Billions to $10 Billions
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