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
$64.2B
$4.52 Million 0.07% of portfolio
36,466
Q3 2024 Reduced 0.72%
$179B
$4.81 Million 0.07% of portfolio
43,165
Q4 2024 Reduced 2.83%
$39.6B
$4.34 Million 0.07% of portfolio
62,509
Q4 2024 Reduced 3.5%
$0
$4.43 Million 0.07% of portfolio
10,802
Q3 2024 Reduced 1.92%
$5.39B
$4.46 Million 0.07% of portfolio
23,396
Q4 2024 Reduced 23.27%
$26.5B
$4.71 Million 0.07% of portfolio
44,947
Q4 2024 Reduced 1.82%
$32.5B
$4.47 Million 0.07% of portfolio
41,500
Q1 2024 Reduced 18.23%
$0
$4.64 Million 0.07% of portfolio
105,355
Q4 2024 Added 4.44%
$14.7B
$4.74 Million 0.07% of portfolio
38,550
Q4 2024 Reduced 9.4%
$1.3T
$4.26 Million 0.07% of portfolio
7,226
Q4 2024 Added 1.11%
$0
$4.36 Million 0.07% of portfolio
37,846
Q4 2024 Added 0.12%
$163B
$4.22 Million 0.07% of portfolio
17,601
Q4 2024 Reduced 1.27%
$0
$3.94 Million 0.06% of portfolio
14,607
Q4 2024 Reduced 3.57%
$174B
$3.69 Million 0.06% of portfolio
10,167
Q4 2024 Added 1.95%
$416B
$4.01 Million 0.06% of portfolio
4,495
Q2 2024 Reduced 2.54%
$0
$3.89 Million 0.06% of portfolio
14,731
Q4 2024 Reduced 6.24%
$53B
$3.64 Million 0.06% of portfolio
53,335
Q4 2024 Reduced 1.84%
$331B
$3.82 Million 0.06% of portfolio
86,838
Q4 2024 Reduced 1.23%
$141B
$3.81 Million 0.06% of portfolio
143,736
Q4 2024 Reduced 17.1%
$198B
$4.16 Million 0.06% of portfolio
14,031
Q4 2024 Added 2.51%
$172B
$3.43 Million 0.05% of portfolio
22,299
Q4 2024 Reduced 0.05%
$0
$3.53 Million 0.05% of portfolio
73,036
Q4 2024 Reduced 2.05%
$112B
$3.12 Million 0.05% of portfolio
34,203
Q4 2024 Reduced 5.35%
$185B
$3 Million 0.05% of portfolio
5,246
Q3 2024 Reduced 1.13%
$88.5B
$3.35 Million 0.05% of portfolio
2,827
Q3 2024 Reduced 3.71%
$241B
$3 Million 0.05% of portfolio
24,943
Q4 2024 Added 0.0%
$0
$3.31 Million 0.05% of portfolio
17,362
Q4 2024 Added 19.33%
$26.5B
$3.01 Million 0.05% of portfolio
2,459
Q4 2024 Reduced 2.58%
$980M
$3.09 Million 0.05% of portfolio
46,771
Q3 2024 Reduced 1.4%
$0
$2.64 Million 0.04% of portfolio
11,752
Q4 2024 Reduced 2.73%
$0
$2.85 Million 0.04% of portfolio
32,197
Q4 2024 Reduced 8.6%
$0
$2.43 Million 0.04% of portfolio
25,098
Q4 2024 Reduced 8.08%
$169B
$2.89 Million 0.04% of portfolio
38,186
Q2 2024 Added 18.09%
$0
$2.27 Million 0.04% of portfolio
12,287
Q4 2024 Reduced 2.45%
$42.5B
$2.54 Million 0.04% of portfolio
27,468
Q4 2024 Reduced 0.01%
$34.6B
$2.46 Million 0.04% of portfolio
5,951
Q4 2024 Reduced 0.07%
$330B
$2.55 Million 0.04% of portfolio
11,538
Q4 2024 Reduced 14.77%
$77.4B
$2.57 Million 0.04% of portfolio
28,248
Q4 2024 Reduced 0.35%
$91.9B
$2.69 Million 0.04% of portfolio
24,983
Q4 2024 Reduced 2.28%
$97.6B
$2.62 Million 0.04% of portfolio
17,601
Q4 2024 Reduced 1.18%
$268B
$2.6 Million 0.04% of portfolio
36,995
Q4 2024 Reduced 0.56%
$61.3B
$2.63 Million 0.04% of portfolio
10,914
Q4 2024 Added 0.08%
$0
$2.26 Million 0.03% of portfolio
17,132
Q4 2024 Reduced 4.99%
$69.4B
$1.65 Million 0.03% of portfolio
8,532
Q4 2024 Added 1.81%
$0
$1.78 Million 0.03% of portfolio
21,103
Q4 2024 Reduced 0.24%
$0
$2.26 Million 0.03% of portfolio
12,387
Q4 2024 Added 20.93%
$0
$1.97 Million 0.03% of portfolio
3,175
Q4 2024 Reduced 0.78%
$116B
$2.13 Million 0.03% of portfolio
4,375
Q4 2024 Added 0.46%
$23.9B
$1.84 Million 0.03% of portfolio
16,001
Q3 2024 Added 1.32%

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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