Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024

Evercore Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.47 Billion distributed in 744 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $438M, Microsoft Corp with a value of $367M, Nvidia Corp with a value of $317M, Amazon Com Inc with a value of $268M, and Blackstone Inc. with a value of $241M.

Examining the 13F form we can see an decrease of $185M in the current position value, from $6.66B to 6.47B.

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 $6.47 Billion
Technology: $1.68 Billion
Financial Services: $1.14 Billion
Consumer Cyclical: $980 Million
Healthcare: $561 Million
ETFs: $556 Million
Communication Services: $369 Million
Industrials: $311 Million
Energy: $286 Million
Other: $583 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$125B
$17.7 Million 0.27% of portfolio
60,327
Q4 2024 Reduced 1.0%
$206B
$17.1 Million 0.26% of portfolio
112,483
Q4 2024 Reduced 2.21%
$363B
$15.5 Million 0.24% of portfolio
87,506
Q4 2024 Reduced 0.77%
$0
$14 Million 0.22% of portfolio
184,528
Q4 2024 Reduced 3.2%
$141B
$13 Million 0.2% of portfolio
175,371
Q4 2024 Added 0.01%
$398B
$12.8 Million 0.2% of portfolio
76,161
Q4 2024 Reduced 0.68%
$219B
$12 Million 0.19% of portfolio
54,783
Q4 2024 Added 3.28%
$250B
$12.2 Million 0.19% of portfolio
206,755
Q4 2024 Reduced 1.57%
$561B
$11.9 Million 0.18% of portfolio
37,699
Q4 2024 Reduced 1.59%
$138B
$11.6 Million 0.18% of portfolio
32,304
Q4 2024 Reduced 0.16%
$138B
$10.8 Million 0.17% of portfolio
150,523
Q4 2024 Added 1.0%
$96B
$11.2 Million 0.17% of portfolio
19,668
Q4 2024 Added 3.85%
$380B
$10.7 Million 0.17% of portfolio
64,461
Q4 2024 Reduced 0.75%
$832B
$10.4 Million 0.16% of portfolio
25,680
Q4 2024 Reduced 28.4%
$226B
$10.4 Million 0.16% of portfolio
104,071
Q4 2024 Reduced 0.6%
$0
$10.6 Million 0.16% of portfolio
170,353
Q4 2024 Reduced 3.64%
$0
$10.3 Million 0.16% of portfolio
58,884
Q4 2024 Added 2.43%
$177B
$10.2 Million 0.16% of portfolio
52,508
Q4 2024 Reduced 2.3%
$0
$10.1 Million 0.16% of portfolio
210,486
Q4 2024 Added 1.95%
$0
$9.47 Million 0.15% of portfolio
16,633
Q4 2024 Added 0.33%
$491B
$9.42 Million 0.15% of portfolio
87,594
Q4 2024 Reduced 1.23%
$0
$9.49 Million 0.15% of portfolio
40,806
Q4 2024 Reduced 3.01%
$125B
$9.09 Million 0.14% of portfolio
55,887
Q4 2024 Reduced 0.84%
$304B
$9.08 Million 0.14% of portfolio
145,775
Q4 2024 Reduced 13.38%
$270B
$9.12 Million 0.14% of portfolio
27,270
Q4 2024 Added 0.93%
$142B
$8.53 Million 0.13% of portfolio
34,547
Q4 2024 Reduced 0.64%
$0
$8.47 Million 0.13% of portfolio
38,332
Q4 2024 Added 0.01%
$474B
$8.17 Million 0.13% of portfolio
12
Q4 2024 Reduced 7.69%
$194B
$8.01 Million 0.12% of portfolio
69,252
Q4 2024 Reduced 0.26%
$231B
$7.55 Million 0.12% of portfolio
83,586
Q4 2024 Reduced 1.15%
$80B
$7.83 Million 0.12% of portfolio
62,117
Q4 2024 Added 37.31%
$74.1B
$6.84 Million 0.11% of portfolio
218,193
Q3 2024 Reduced 0.43%
$28.6B
$7.4 Million 0.11% of portfolio
39,626
Q2 2024 Reduced 0.37%
$143B
$6.17 Million 0.1% of portfolio
27,073
Q4 2024 Reduced 2.8%
$79.7B
$6.48 Million 0.1% of portfolio
85,579
Q4 2024 Reduced 28.32%
$54.4B
$6.32 Million 0.1% of portfolio
132,053
Q4 2024 Added 17.85%
$75.7B
$6.41 Million 0.1% of portfolio
25,297
Q4 2024 Reduced 6.48%
$0
$5.91 Million 0.09% of portfolio
24,604
Q4 2024 Reduced 8.31%
$0
$5.97 Million 0.09% of portfolio
58,760
Q4 2024 Added 10.82%
$150B
$5.73 Million 0.09% of portfolio
24,963
Q4 2024 Reduced 0.26%
$18.3B
$5.26 Million 0.08% of portfolio
36,540
Q2 2024 Reduced 0.05%
$0
$5.04 Million 0.08% of portfolio
15,642
Q4 2024 Added 0.81%
$0
$4.92 Million 0.08% of portfolio
85,673
Q4 2024 Reduced 1.32%
$0
$5.35 Million 0.08% of portfolio
10,470
Q4 2024 Added 3.31%
$164B
$5.07 Million 0.08% of portfolio
19,445
Q4 2024 Reduced 2.4%
$71.1B
$5 Million 0.08% of portfolio
21,328
Q4 2024 Added 1.36%
$0
$5.29 Million 0.08% of portfolio
18,244
Q4 2024 Added 0.2%
$8.96B
$4.31 Million 0.07% of portfolio
82,935
Q4 2024 Added 8.22%
$141B
$4.36 Million 0.07% of portfolio
19,286
Q4 2024 Reduced 0.77%

Summary

  • Portfolio
  • No. of Stocks 744
  • Current Value $6.47 Billion
  • Prior Value $6.66 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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