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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.65B
$67.5 Million 1.03% of portfolio
403,504
Q3 2025 Reduced 6.63%
$4.52B
$61.5 Million 0.94% of portfolio
736,229
Q3 2025 Reduced 7.3%
$6.2B
$4.54 Million 0.07% of portfolio
42,120
Q3 2025 Reduced 0.67%
$7.75B
$1.65 Million 0.03% of portfolio
12,377
Q1 2025 Reduced 13.91%
$3.99B
$1.74 Million 0.03% of portfolio
40,346
Q3 2025 Reduced 2.65%
$9.92B
$329,000 0.01% of portfolio
5,544
Q3 2025 Reduced 9.38%
$4.96B
$334,000 0.01% of portfolio
200
Q4 2020 New
$4.19B
$931,000 0.01% of portfolio
25,000
Q3 2025 New
$3.95B
$375,000 0.01% of portfolio
4,000
N/A
$2.33B
$380,000 0.01% of portfolio
20,000
Q1 2025 New
$7.89B
$724,000 0.01% of portfolio
776
Q1 2025 Reduced 14.35%
$5.27B
$532,000 0.01% of portfolio
39,800
Q2 2025 Reduced 7.66%
$4.41B
$473,000 0.01% of portfolio
18,150
Q2 2025 New
$2.33B
$385,000 0.01% of portfolio
6,935
Q3 2025 Added 24.24%
$2.37B
$780,000 0.01% of portfolio
56,976
Q3 2025 Added 14.32%
$9.75B
$518,000 0.01% of portfolio
2,368
Q1 2025 Reduced 9.55%
$2.99B
$64,000 0.0% of portfolio
12,000
Q3 2025 New
$7.46B
$320,000 0.0% of portfolio
1,599
Q1 2025 Reduced 93.17%
$5.97B
$202,000 0.0% of portfolio
1,286
Q3 2025 New
$9.75B
$293,000 0.0% of portfolio
4,000
Q1 2025 New
$3.08B
$237,000 0.0% of portfolio
3,972
Q1 2024 New
$9.72B
$225,000 0.0% of portfolio
3,399
Q3 2025 Reduced 1.45%

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