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
$59.6B
$5.49 Million 0.08% of portfolio
25,580
Q3 2025 Reduced 9.71%
$160B
$4.38 Million 0.07% of portfolio
22,069
Q3 2025 Reduced 4.01%
$136B
$4.87 Million 0.07% of portfolio
20,602
Q3 2025 Reduced 1.52%
$6.2B
$4.54 Million 0.07% of portfolio
42,120
Q3 2025 Reduced 0.67%
$0
$4.36 Million 0.07% of portfolio
36,665
Q3 2025 Added 0.27%
$0
$4.9 Million 0.07% of portfolio
10,212
Q3 2025 Reduced 2.28%
$0
$4.36 Million 0.07% of portfolio
14,162
Q3 2025 Reduced 2.38%
$197B
$4.91 Million 0.07% of portfolio
23,992
Q3 2025 Reduced 1.11%
$1.37T
$4.63 Million 0.07% of portfolio
6,299
Q3 2025 Reduced 3.37%
$291B
$4.64 Million 0.07% of portfolio
9,733
Q3 2025 Added 0.09%
$255B
$4.7 Million 0.07% of portfolio
14,141
Q3 2025 Added 4.04%
$193B
$4.38 Million 0.07% of portfolio
38,285
Q3 2025 Added 1.5%
$132B
$3.66 Million 0.06% of portfolio
17,393
Q3 2025 Reduced 3.59%
$0
$3.98 Million 0.06% of portfolio
39,734
Q3 2025 Added 1,842.98%
$237B
$4.19 Million 0.06% of portfolio
25,852
Q3 2025 Added 4.49%
$13.8B
$3.94 Million 0.06% of portfolio
33,450
Q3 2025 Reduced 12.32%
$265B
$4.16 Million 0.06% of portfolio
5,226
Q3 2025 Added 2.45%
$0
$3.89 Million 0.06% of portfolio
72,121
Q3 2025 Reduced 0.74%
$0
$3.98 Million 0.06% of portfolio
13,564
Q3 2025 Reduced 4.12%
$0
$3.44 Million 0.05% of portfolio
16,665
Q3 2025 Reduced 1.02%
$57.4B
$3.21 Million 0.05% of portfolio
5,024
Q3 2025 Reduced 7.71%
$328B
$3.16 Million 0.05% of portfolio
10,490
Q3 2025 Reduced 1.34%
$0
$2.96 Million 0.05% of portfolio
30,614
Q3 2025 Reduced 4.91%
$45.2B
$3.21 Million 0.05% of portfolio
53,790
Q3 2025 Added 1.72%
$317B
$3.22 Million 0.05% of portfolio
38,475
Q3 2025 Added 3.78%
$96.4B
$2.99 Million 0.05% of portfolio
24,197
Q3 2025 Reduced 2.47%
$72.3B
$2.97 Million 0.05% of portfolio
26,556
Q3 2025 Reduced 0.19%
$20.4B
$2.96 Million 0.05% of portfolio
33,790
Q3 2025 Reduced 0.47%
$187B
$3.04 Million 0.05% of portfolio
18,273
Q2 2025 Reduced 16.19%
$79.2B
$3.13 Million 0.05% of portfolio
44,944
Q3 2025 Reduced 1.04%
$37B
$2.33 Million 0.04% of portfolio
25,441
Q3 2025 Reduced 6.17%
$0
$2.55 Million 0.04% of portfolio
16,527
Q3 2025 Added 0.15%
$413B
$2.65 Million 0.04% of portfolio
51,314
Q3 2025 Added 4.67%
$84.9B
$2.95 Million 0.04% of portfolio
17,481
Q1 2025 Reduced 0.68%
$0
$2.67 Million 0.04% of portfolio
22,596
Q3 2025 Reduced 0.64%
$0
$2.37 Million 0.04% of portfolio
3,175
Q4 2024 Reduced 0.78%
$0
$2.37 Million 0.04% of portfolio
25,985
Q3 2025 Reduced 0.67%
$128B
$2.46 Million 0.04% of portfolio
25,794
Q3 2025 Reduced 4.75%
$31.6B
$2.69 Million 0.04% of portfolio
2,194
Q2 2025 Reduced 9.38%
$67.3B
$2.94 Million 0.04% of portfolio
10,547
Q3 2025 Added 3.77%
$141B
$2.62 Million 0.04% of portfolio
102,699
Q3 2025 Reduced 13.77%
$1.03B
$2.75 Million 0.04% of portfolio
46,771
Q3 2024 Reduced 1.4%
$0
$2.34 Million 0.04% of portfolio
11,514
Q3 2025 Reduced 3.91%
$114B
$2.53 Million 0.04% of portfolio
11,742
Q3 2025 Added 19.31%
$0
$2.66 Million 0.04% of portfolio
11,100
Q3 2025 Reduced 0.89%
$0
$1.78 Million 0.03% of portfolio
20,383
Q3 2025 Reduced 6.35%
$55.6B
$1.85 Million 0.03% of portfolio
12,631
Q3 2025 Added 0.91%
$0
$1.77 Million 0.03% of portfolio
19,713
Q3 2025 Added 0.31%
$0
$2.24 Million 0.03% of portfolio
12,293
Q3 2025 Reduced 0.76%

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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