Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.02 Billion
  • Q1 2025

Evercore Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.02 Billion distributed in 728 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $378M, Microsoft Corp with a value of $323M, Nvidia Corp with a value of $268M, Mastercard Inc with a value of $231M, and Amazon Com Inc with a value of $227M.

Examining the 13F form we can see an decrease of $455M in the current position value, from $6.47B to 6.02B.

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 $6.02 Billion
Technology: $1.54 Billion
Financial Services: $1.17 Billion
Consumer Cyclical: $846 Million
ETFs: $532 Million
Healthcare: $487 Million
Industrials: $317 Million
Energy: $302 Million
Communication Services: $299 Million
Other: $526 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.5B
$4.02 Million 0.07% of portfolio
63,278
Q1 2025 Reduced 26.06%
$64.6B
$4.17 Million 0.07% of portfolio
37,481
Q1 2025 Reduced 4.32%
$278B
$3.94 Million 0.07% of portfolio
24,797
Q1 2025 Reduced 0.59%
$74.7B
$4.09 Million 0.07% of portfolio
37,226
Q1 2025 Reduced 40.07%
$0
$4.01 Million 0.07% of portfolio
10,802
Q3 2024 Reduced 1.92%
$216B
$4.09 Million 0.07% of portfolio
41,469
Q1 2025 Reduced 3.93%
$1.5T
$3.97 Million 0.07% of portfolio
6,882
Q1 2025 Reduced 4.76%
$24.1B
$4.4 Million 0.07% of portfolio
39,985
Q1 2025 Reduced 11.04%
$15B
$4.43 Million 0.07% of portfolio
38,300
Q1 2025 Reduced 0.65%
$55B
$4.07 Million 0.07% of portfolio
61,980
Q1 2025 Reduced 0.85%
$60B
$3.36 Million 0.06% of portfolio
52,985
Q1 2025 Reduced 0.66%
$99.4B
$3.31 Million 0.06% of portfolio
33,750
Q1 2025 Reduced 1.32%
$75.1B
$3.91 Million 0.06% of portfolio
35,635
Q1 2025 Reduced 2.28%
$0
$3.83 Million 0.06% of portfolio
36,625
Q1 2025 Reduced 3.23%
$0
$3.71 Million 0.06% of portfolio
14,356
Q1 2025 Reduced 2.55%
$0
$3.75 Million 0.06% of portfolio
14,607
Q4 2024 Reduced 3.57%
$50.8B
$3.78 Million 0.06% of portfolio
33,500
Q1 2025 Reduced 19.28%
$0
$3.59 Million 0.06% of portfolio
72,036
Q1 2025 Reduced 1.37%
$179B
$3.35 Million 0.06% of portfolio
21,804
Q1 2025 Reduced 2.22%
$136B
$3.4 Million 0.06% of portfolio
134,003
Q1 2025 Reduced 6.77%
$224B
$3.72 Million 0.06% of portfolio
13,827
Q1 2025 Reduced 1.45%
$152B
$3.82 Million 0.06% of portfolio
18,055
Q1 2025 Reduced 6.38%
$979M
$3.03 Million 0.05% of portfolio
46,771
Q3 2024 Reduced 1.4%
$261B
$2.98 Million 0.05% of portfolio
35,361
Q1 2025 Reduced 7.4%
$98B
$3.02 Million 0.05% of portfolio
17,481
Q1 2025 Reduced 0.68%
$0
$2.74 Million 0.05% of portfolio
32,197
Q4 2024 Reduced 8.6%
$362B
$3.08 Million 0.05% of portfolio
73,709
Q1 2025 Reduced 15.12%
$39.7B
$2.79 Million 0.05% of portfolio
27,064
Q1 2025 Reduced 1.47%
$89.6B
$3.03 Million 0.05% of portfolio
24,836
Q1 2025 Reduced 0.59%
$27.4B
$2.86 Million 0.05% of portfolio
2,421
Q1 2025 Reduced 1.55%
$189B
$3.13 Million 0.05% of portfolio
9,484
Q1 2025 Reduced 6.72%
$61.6B
$2.89 Million 0.05% of portfolio
10,914
Q4 2024 Added 0.08%
$210B
$2.82 Million 0.05% of portfolio
5,168
Q1 2025 Reduced 1.49%
$0
$3.21 Million 0.05% of portfolio
16,837
Q1 2025 Reduced 3.02%
$295B
$2.84 Million 0.05% of portfolio
10,662
Q1 2025 Reduced 7.59%
$43.8B
$2.5 Million 0.04% of portfolio
5,944
Q1 2025 Reduced 0.12%
$0
$2.26 Million 0.04% of portfolio
12,387
Q4 2024 Added 20.93%
$286B
$2.64 Million 0.04% of portfolio
36,826
Q1 2025 Reduced 0.46%
$0
$2.3 Million 0.04% of portfolio
12,233
Q1 2025 Reduced 0.44%
$264B
$2.13 Million 0.04% of portfolio
10,641
Q1 2025 Added 1.96%
$0
$2.2 Million 0.04% of portfolio
22,848
Q1 2025 Reduced 8.96%
$0
$2.21 Million 0.04% of portfolio
11,200
Q1 2025 Reduced 4.7%
$6.43B
$2.41 Million 0.04% of portfolio
42,385
Q1 2025 Reduced 90.67%
$78.2B
$2.13 Million 0.04% of portfolio
12,910
Q1 2025 Added 1.16%
$41B
$2.11 Million 0.04% of portfolio
13,439
Q1 2025 Reduced 3.59%
$76.7B
$2.52 Million 0.04% of portfolio
26,913
Q1 2025 Reduced 4.73%
$0
$2.17 Million 0.04% of portfolio
16,582
Q1 2025 Reduced 3.21%
$117B
$2.29 Million 0.04% of portfolio
25,521
Q1 2025 Reduced 3.52%
$0
$1.96 Million 0.03% of portfolio
26,454
Q1 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 728
  • Current Value $6.02 Billion
  • Prior Value $6.47 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 231 stocks
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