Evercore Wealth Management, LLC Options Holdings

Evercore Wealth Management, LLC

  • $6.02 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
PUT
$9.05 Million
17K
Q1 2025
New holding
BX
Blackstone Inc.

Financial Services
PUT
$1.68 Million
12K
Q1 2025
New holding
JNJ
Johnson & Johnson

Healthcare
PUT
$1.99 Million
12K
Q1 2025
New holding
NVDA
Nvidia Corp

Technology
PUT
$1.63 Million
15K
Q1 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$951,000
5K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 728
  • Current Value $6.02 Billion
  • Prior Value $6.47 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 231 stocks
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