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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$220B
$16.7 Million 0.27% of portfolio
122,699
Q2 2025 Reduced 16.72%
$171B
$15.8 Million 0.26% of portfolio
173,403
Q2 2025 Reduced 0.61%
$0
$15.9 Million 0.26% of portfolio
177,847
Q2 2025 Reduced 0.55%
$382B
$16 Million 0.26% of portfolio
86,106
Q2 2025 Reduced 0.83%
$669B
$13.5 Million 0.22% of portfolio
61,712
Q2 2025 Reduced 1.69%
$197B
$13.3 Million 0.21% of portfolio
100,810
Q2 2025 Reduced 0.77%
$137B
$12.7 Million 0.21% of portfolio
32,201
Q2 2025 Reduced 0.47%
$551B
$12.6 Million 0.2% of portfolio
35,516
Q2 2025 Reduced 3.48%
$297B
$12.2 Million 0.2% of portfolio
175,887
Q2 2025 Reduced 7.27%
$220B
$12.4 Million 0.2% of portfolio
42,608
Q2 2025 Reduced 8.17%
$346B
$11.5 Million 0.19% of portfolio
71,999
Q2 2025 Reduced 2.71%
$0
$11.8 Million 0.19% of portfolio
206,527
Q2 2025 Added 1.25%
$121B
$11.8 Million 0.19% of portfolio
16,122
Q2 2025 Reduced 2.09%
$161B
$11.4 Million 0.18% of portfolio
163,661
Q2 2025 Added 11.14%
$0
$10.8 Million 0.17% of portfolio
59,317
Q2 2025 Added 3.22%
$297B
$10.2 Million 0.16% of portfolio
143,676
Q2 2025 Reduced 0.77%
$0
$9.93 Million 0.16% of portfolio
39,222
Q2 2025 Reduced 0.12%
$0
$9.85 Million 0.16% of portfolio
158,814
Q2 2025 Reduced 0.03%
$177B
$9.37 Million 0.15% of portfolio
48,169
Q2 2025 Reduced 2.81%
$477B
$9.12 Million 0.15% of portfolio
84,629
Q2 2025 Reduced 0.8%
$143B
$9.16 Million 0.15% of portfolio
33,238
Q2 2025 Reduced 24.5%
$1.41T
$9.51 Million 0.15% of portfolio
29,945
Q2 2025 Added 12.94%
$0
$8.97 Million 0.14% of portfolio
15,834
Q2 2025 Reduced 0.03%
$0
$7.87 Million 0.13% of portfolio
36,449
Q2 2025 Reduced 3.03%
$28.2B
$7.97 Million 0.13% of portfolio
36,540
Q2 2024 Reduced 0.05%
$444B
$8.02 Million 0.13% of portfolio
11
Q1 2025 Reduced 8.33%
$24B
$8.03 Million 0.13% of portfolio
36,273
Q2 2025 Reduced 3.6%
$276B
$7.86 Million 0.13% of portfolio
80,397
Q2 2025 Added 0.01%
$0
$8.01 Million 0.13% of portfolio
59,447
Q2 2025 Reduced 2.46%
$148B
$7.32 Million 0.12% of portfolio
32,995
Q2 2025 Reduced 4.29%
$212B
$7.6 Million 0.12% of portfolio
95,958
Q2 2025 Reduced 5.01%
$51.5B
$6.8 Million 0.11% of portfolio
132,053
Q4 2024 Added 17.85%
$65.7B
$6.71 Million 0.11% of portfolio
216,493
Q2 2025 Reduced 0.32%
$11.6B
$7.1 Million 0.11% of portfolio
108,435
Q2 2025 Added 77.15%
$0
$6.99 Million 0.11% of portfolio
104,017
Q2 2025 Added 23.21%
$239B
$7.09 Million 0.11% of portfolio
25,982
Q2 2025 Reduced 0.29%
$81.3B
$6.1 Million 0.1% of portfolio
61,745
Q2 2025 Reduced 0.38%
$486B
$5.9 Million 0.1% of portfolio
4,407
Q2 2025 Reduced 1.67%
$0
$6.06 Million 0.1% of portfolio
55,010
Q1 2025 Reduced 6.38%
$65.9B
$5.55 Million 0.09% of portfolio
28,330
Q2 2025 Reduced 15.43%
$75.2B
$5.35 Million 0.09% of portfolio
21,631
Q2 2025 Reduced 1.37%
$0
$5.65 Million 0.09% of portfolio
10,237
Q2 2025 Reduced 7.25%
$0
$5.82 Million 0.09% of portfolio
24,541
Q2 2025 Reduced 0.2%
$0
$5.54 Million 0.09% of portfolio
18,244
Q4 2024 Added 0.2%
$73.7B
$5.71 Million 0.09% of portfolio
21,179
Q2 2025 Reduced 0.21%
$0
$5.28 Million 0.09% of portfolio
15,552
Q2 2025 Reduced 0.19%
$203B
$4.68 Million 0.08% of portfolio
37,720
Q2 2025 Reduced 9.04%
$136B
$4.81 Million 0.08% of portfolio
20,920
Q2 2025 Reduced 4.37%
$1.43T
$4.81 Million 0.08% of portfolio
6,519
Q2 2025 Reduced 5.27%

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
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