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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.9B
$19.2 Million 0.29% of portfolio
251,757
Q3 2025 Added 132.17%
$593B
$17.3 Million 0.26% of portfolio
61,618
Q3 2025 Reduced 0.15%
$104B
$16.2 Million 0.25% of portfolio
55,078
Q3 2025 Reduced 1.58%
$266B
$16.6 Million 0.25% of portfolio
58,791
Q3 2025 Reduced 1.04%
$167B
$16.2 Million 0.25% of portfolio
169,728
Q3 2025 Reduced 2.12%
$0
$16.3 Million 0.25% of portfolio
174,207
Q3 2025 Reduced 2.05%
$1.29T
$13.5 Million 0.21% of portfolio
30,286
Q3 2025 Added 1.14%
$204B
$13.6 Million 0.21% of portfolio
97,140
Q3 2025 Reduced 3.64%
$228B
$13.8 Million 0.21% of portfolio
103,216
Q3 2025 Reduced 15.88%
$0
$12.6 Million 0.19% of portfolio
210,085
Q3 2025 Added 1.72%
$168B
$12.7 Million 0.19% of portfolio
167,619
Q3 2025 Added 2.42%
$319B
$12.2 Million 0.19% of portfolio
178,648
Q3 2025 Added 1.57%
$224B
$12.4 Million 0.19% of portfolio
40,724
Q3 2025 Reduced 4.42%
$533B
$12.1 Million 0.18% of portfolio
35,375
Q3 2025 Reduced 0.4%
$136B
$11.9 Million 0.18% of portfolio
32,129
Q3 2025 Reduced 0.22%
$121B
$11 Million 0.17% of portfolio
14,199
Q3 2025 Reduced 11.93%
$139B
$10.9 Million 0.17% of portfolio
32,945
Q3 2025 Reduced 0.88%
$0
$10.4 Million 0.16% of portfolio
158,814
Q2 2025 Reduced 0.03%
$0
$10.6 Million 0.16% of portfolio
55,790
Q3 2025 Reduced 5.95%
$346B
$10.6 Million 0.16% of portfolio
69,022
Q3 2025 Reduced 4.13%
$0
$9.8 Million 0.15% of portfolio
34,752
Q3 2025 Reduced 11.4%
$306B
$9.12 Million 0.14% of portfolio
137,579
Q3 2025 Reduced 4.24%
$0
$9.35 Million 0.14% of portfolio
15,684
Q3 2025 Reduced 0.95%
$490B
$9.43 Million 0.14% of portfolio
83,648
Q3 2025 Reduced 1.16%
$453B
$9.05 Million 0.14% of portfolio
12
Q3 2025 Added 9.09%
$177B
$9.12 Million 0.14% of portfolio
46,844
Q3 2025 Reduced 2.75%
$0
$8.72 Million 0.13% of portfolio
36,026
Q3 2025 Reduced 1.16%
$279B
$8.21 Million 0.13% of portfolio
79,681
Q3 2025 Reduced 0.89%
$140B
$8.23 Million 0.13% of portfolio
32,755
Q3 2025 Reduced 0.73%
$79.6B
$7.61 Million 0.12% of portfolio
61,473
Q3 2025 Reduced 0.44%
$27.2B
$7.83 Million 0.12% of portfolio
36,040
Q3 2025 Reduced 1.37%
$235B
$7.94 Million 0.12% of portfolio
94,545
Q3 2025 Reduced 1.47%
$0
$7.06 Million 0.11% of portfolio
130,389
Q3 2025 Added 38.12%
$24.8B
$7.5 Million 0.11% of portfolio
36,268
Q3 2025 Reduced 0.01%
$0
$6.64 Million 0.1% of portfolio
55,010
Q1 2025 Reduced 6.38%
$0
$6.51 Million 0.1% of portfolio
46,795
Q3 2025 Reduced 21.28%
$70.2B
$6.77 Million 0.1% of portfolio
216,493
Q2 2025 Reduced 0.32%
$53.5B
$6.6 Million 0.1% of portfolio
132,053
Q4 2024 Added 17.85%
$0
$6.44 Million 0.1% of portfolio
80,747
Q3 2025 Added 112.83%
$0
$6.11 Million 0.09% of portfolio
24,013
Q3 2025 Reduced 2.15%
$0
$5.99 Million 0.09% of portfolio
18,244
Q4 2024 Added 0.2%
$342B
$6.08 Million 0.09% of portfolio
33,351
Q2 2025 Reduced 5.68%
$0
$6.1 Million 0.09% of portfolio
10,159
Q3 2025 Reduced 0.76%
$73.7B
$5.8 Million 0.09% of portfolio
21,179
Q2 2025 Reduced 0.21%
$237B
$6.02 Million 0.09% of portfolio
25,396
Q3 2025 Reduced 2.26%
$74.9B
$5.6 Million 0.09% of portfolio
21,458
Q3 2025 Reduced 0.8%
$0
$5.73 Million 0.09% of portfolio
15,680
Q3 2025 Added 0.82%
$183B
$5.07 Million 0.08% of portfolio
17,962
Q3 2025 Reduced 3.09%
$49.1B
$5.28 Million 0.08% of portfolio
4,407
Q2 2025 Reduced 1.67%

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
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