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
$159B
$5.18 Million 0.08% of portfolio
18,535
Q2 2025 Reduced 1.08%
$0
$4.67 Million 0.08% of portfolio
94,402
Q2 2025 Reduced 5.84%
$14B
$4.19 Million 0.07% of portfolio
38,150
Q2 2025 Reduced 0.39%
$0
$4.58 Million 0.07% of portfolio
10,450
Q2 2025 Reduced 3.26%
$375B
$4.55 Million 0.07% of portfolio
33,351
Q2 2025 Reduced 5.68%
$132B
$4.2 Million 0.07% of portfolio
18,040
Q2 2025 Reduced 0.08%
$269B
$4.34 Million 0.07% of portfolio
13,592
Q2 2025 Reduced 1.7%
$81.4B
$4.12 Million 0.07% of portfolio
30,920
Q2 2025 Reduced 13.23%
$0
$4.14 Million 0.07% of portfolio
14,507
Q2 2025 Reduced 0.68%
$198B
$4.44 Million 0.07% of portfolio
24,262
Q2 2025 Reduced 56.5%
$156B
$4.54 Million 0.07% of portfolio
22,991
Q2 2025 Reduced 5.19%
$229B
$4.51 Million 0.07% of portfolio
24,741
Q2 2025 Reduced 0.23%
$0
$4 Million 0.06% of portfolio
36,565
Q2 2025 Reduced 0.16%
$270B
$3.61 Million 0.06% of portfolio
5,101
Q2 2025 Reduced 1.3%
$0
$3.81 Million 0.06% of portfolio
72,661
Q2 2025 Added 0.87%
$289B
$3.77 Million 0.06% of portfolio
9,724
Q2 2025 Added 2.53%
$48.1B
$3.87 Million 0.06% of portfolio
52,883
Q2 2025 Reduced 0.19%
$5.89B
$3.82 Million 0.06% of portfolio
42,405
Q2 2025 Added 1,400.0%
$928M
$2.82 Million 0.05% of portfolio
46,771
Q3 2024 Reduced 1.4%
$136B
$2.89 Million 0.05% of portfolio
119,102
Q2 2025 Reduced 11.12%
$0
$2.94 Million 0.05% of portfolio
37,939
Q2 2025 Added 90.82%
$194B
$2.91 Million 0.05% of portfolio
18,273
Q2 2025 Reduced 16.19%
$60.1B
$2.92 Million 0.05% of portfolio
5,444
Q2 2025 Reduced 8.41%
$21B
$3.26 Million 0.05% of portfolio
33,948
Q2 2025 Reduced 15.1%
$82.1B
$3.21 Million 0.05% of portfolio
17,481
Q1 2025 Reduced 0.68%
$68.8B
$2.81 Million 0.05% of portfolio
26,606
Q2 2025 Reduced 29.01%
$331B
$2.97 Million 0.05% of portfolio
37,075
Q2 2025 Added 0.68%
$77.1B
$3.23 Million 0.05% of portfolio
45,416
Q2 2025 Reduced 28.23%
$0
$2.96 Million 0.05% of portfolio
32,195
Q2 2025 Reduced 0.01%
$95.3B
$2.93 Million 0.05% of portfolio
24,810
Q2 2025 Reduced 0.1%
$0
$3.29 Million 0.05% of portfolio
16,837
Q1 2025 Reduced 3.02%
$120B
$2.36 Million 0.04% of portfolio
27,079
Q2 2025 Added 6.1%
$37.8B
$2.68 Million 0.04% of portfolio
27,113
Q2 2025 Added 0.18%
$0
$2.33 Million 0.04% of portfolio
11,983
Q2 2025 Reduced 2.04%
$0
$2.43 Million 0.04% of portfolio
11,200
Q1 2025 Reduced 4.7%
$68B
$2.25 Million 0.04% of portfolio
22,305
Q2 2025 Reduced 40.08%
$65B
$2.72 Million 0.04% of portfolio
10,164
Q2 2025 Reduced 6.87%
$95.1B
$2.39 Million 0.04% of portfolio
26,098
Q2 2025 Reduced 22.67%
$0
$2.47 Million 0.04% of portfolio
22,741
Q2 2025 Reduced 0.47%
$0
$2.43 Million 0.04% of portfolio
16,502
Q2 2025 Reduced 0.48%
$32B
$2.58 Million 0.04% of portfolio
2,194
Q2 2025 Reduced 9.38%
$0
$2.26 Million 0.04% of portfolio
12,387
Q4 2024 Added 20.93%
$430B
$2.32 Million 0.04% of portfolio
49,024
Q2 2025 Reduced 33.49%
$332B
$2.74 Million 0.04% of portfolio
10,633
Q2 2025 Reduced 0.08%
$63.9B
$2.34 Million 0.04% of portfolio
25,723
Q2 2025 Reduced 4.42%
$0
$1.73 Million 0.03% of portfolio
22,771
Q1 2025 Reduced 4.59%
$0
$2.16 Million 0.03% of portfolio
26,160
Q2 2025 Reduced 1.11%
$7.46B
$1.94 Million 0.03% of portfolio
12,377
Q1 2025 Reduced 13.91%
$0
$1.71 Million 0.03% of portfolio
13,512
Q4 2022 Added 0.75%

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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