Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

Evercore Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.66 Billion distributed in 737 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $411M, Microsoft Corp with a value of $376M, Nvidia Corp with a value of $292M, Amazon Com Inc with a value of $228M, and Blackstone Inc. with a value of $225M.

Examining the 13F form we can see an increase of $310M in the current position value, from $6.35B to 6.66B.

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 $6.66 Billion
Technology: $1.65 Billion
Financial Services: $1.18 Billion
Consumer Cyclical: $989 Million
Healthcare: $641 Million
ETFs: $536 Million
Industrials: $355 Million
Communication Services: $326 Million
Energy: $282 Million
Other: $695 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.9B
$4.37 Million 0.07% of portfolio
54,335
Q3 2024 Reduced 0.88%
$17.9B
$4.38 Million 0.07% of portfolio
36,540
Q2 2024 Reduced 0.05%
$0
$4.95 Million 0.07% of portfolio
10,135
Q3 2024 Reduced 0.72%
$48B
$4.98 Million 0.07% of portfolio
112,053
Q3 2024 Reduced 0.65%
$26B
$4.79 Million 0.07% of portfolio
45,782
Q3 2024 Reduced 2.19%
$145B
$4.52 Million 0.07% of portfolio
17,828
Q3 2024 Reduced 0.07%
$43.2B
$4.22 Million 0.06% of portfolio
64,773
Q3 2024 Reduced 2.86%
$209B
$4.27 Million 0.06% of portfolio
44,423
Q3 2024 Reduced 3.2%
$28.6B
$3.79 Million 0.06% of portfolio
2,524
Q3 2024 Reduced 3.33%
$1.38T
$4.09 Million 0.06% of portfolio
7,147
Q3 2024 Reduced 0.67%
$176B
$3.79 Million 0.06% of portfolio
22,310
Q3 2024 Reduced 2.24%
$0
$3.99 Million 0.06% of portfolio
15,147
Q1 2024 Reduced 11.66%
$226B
$3.71 Million 0.06% of portfolio
13,688
Q3 2024 Reduced 3.93%
$76.4B
$3.99 Million 0.06% of portfolio
36,466
Q3 2024 Reduced 0.72%
$0
$4.15 Million 0.06% of portfolio
15,711
Q3 2024 Reduced 5.28%
$7.83B
$3.99 Million 0.06% of portfolio
76,635
Q3 2024 Added 2.68%
$7.04B
$3.79 Million 0.06% of portfolio
30,491
Q3 2024 Added 131.34%
$205B
$3.9 Million 0.06% of portfolio
9,973
Q3 2024 Reduced 1.47%
$154B
$4.02 Million 0.06% of portfolio
19,436
Q3 2024 Reduced 3.78%
$1.07B
$3.3 Million 0.05% of portfolio
46,771
Q3 2024 Reduced 1.4%
$31.5B
$3.36 Million 0.05% of portfolio
41,500
Q1 2024 Reduced 18.23%
$200B
$3.03 Million 0.05% of portfolio
24,942
Q3 2024 Reduced 19.12%
$367B
$3.49 Million 0.05% of portfolio
87,918
Q3 2024 Reduced 0.86%
$0
$3.38 Million 0.05% of portfolio
74,561
Q3 2024 Added 0.03%
$79.5B
$3.26 Million 0.05% of portfolio
2,827
Q3 2024 Reduced 3.71%
$113B
$3.52 Million 0.05% of portfolio
36,138
Q3 2024 Reduced 11.22%
$406B
$3.19 Million 0.05% of portfolio
4,495
Q2 2024 Reduced 2.54%
$0
$3.1 Million 0.05% of portfolio
35,225
Q3 2024 Reduced 3.95%
$37B
$3.01 Million 0.05% of portfolio
5,955
Q2 2024 Reduced 2.25%
$0
$2.87 Million 0.04% of portfolio
14,550
Q3 2024 Reduced 38.54%
$0
$2.39 Million 0.04% of portfolio
12,595
Q3 2024 Reduced 2.16%
$291B
$2.79 Million 0.04% of portfolio
13,538
Q3 2024 Reduced 0.04%
$88.5B
$2.86 Million 0.04% of portfolio
17,811
Q2 2024 Reduced 0.83%
$0
$2.35 Million 0.04% of portfolio
30,056
Q2 2024 Reduced 3.35%
$200B
$2.6 Million 0.04% of portfolio
5,246
Q3 2024 Reduced 1.13%
$0
$2.44 Million 0.04% of portfolio
18,032
Q3 2024 Reduced 6.64%
$5.02B
$2.91 Million 0.04% of portfolio
53,191
Q1 2024 Reduced 4.37%
$0
$2.42 Million 0.04% of portfolio
12,082
Q3 2024 Reduced 6.43%
$78.3B
$2.94 Million 0.04% of portfolio
28,348
Q3 2024 Reduced 8.09%
$84.6B
$2.38 Million 0.04% of portfolio
32,321
Q3 2024 Reduced 0.47%
$58B
$2.55 Million 0.04% of portfolio
10,905
Q3 2024 Added 0.22%
$85.6B
$2.95 Million 0.04% of portfolio
25,567
Q3 2024 Reduced 5.37%
$82.7B
$2.58 Million 0.04% of portfolio
13,211
Q2 2024 Reduced 4.34%
$0
$2.47 Million 0.04% of portfolio
27,305
Q3 2024 Reduced 1.1%
$134B
$2.55 Million 0.04% of portfolio
4,355
Q2 2024 Reduced 0.89%
$11.2B
$2.38 Million 0.04% of portfolio
14,877
Q1 2024 Added 0.11%
$41.7B
$2.86 Million 0.04% of portfolio
27,472
Q3 2024 Reduced 0.87%
$111B
$2.42 Million 0.04% of portfolio
26,861
Q3 2024 Added 0.6%
$0
$1.71 Million 0.03% of portfolio
19,434
Q3 2024 Reduced 1.14%

Summary

  • Portfolio
  • No. of Stocks 737
  • Current Value $6.66 Billion
  • Prior Value $6.35 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 26 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 203 stocks
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