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
$0
$1.59 Million 0.03% of portfolio
13,094
Q1 2025 Reduced 1.84%
$0
$1.6 Million 0.03% of portfolio
6,000
Q1 2025 Reduced 0.33%
$96B
$1.63 Million 0.03% of portfolio
7,040
Q1 2025 Reduced 0.91%
$0
$1.72 Million 0.03% of portfolio
3,175
Q4 2024 Reduced 0.78%
$0
$1.95 Million 0.03% of portfolio
14,488
Q1 2024 Reduced 7.21%
$0
$1.65 Million 0.03% of portfolio
21,845
Q1 2025 Reduced 27.37%
$86.2B
$1.57 Million 0.03% of portfolio
2,578
Q1 2025 Reduced 6.36%
$0
$1.73 Million 0.03% of portfolio
22,771
Q1 2025 Reduced 4.59%
$57.4B
$1.61 Million 0.03% of portfolio
8,493
Q1 2025 Reduced 0.89%
$0
$1.81 Million 0.03% of portfolio
21,103
Q4 2024 Reduced 0.24%
$92.2B
$2.07 Million 0.03% of portfolio
30,566
Q1 2025 Reduced 2.74%
$4.44B
$1.96 Million 0.03% of portfolio
41,446
Q4 2024 Reduced 22.08%
$0
$1.71 Million 0.03% of portfolio
13,008
Q1 2025 Reduced 11.72%
$38.3B
$1.63 Million 0.03% of portfolio
21,760
Q3 2024 Reduced 1.94%
$57.1B
$1.56 Million 0.03% of portfolio
12,624
Q3 2024 Reduced 5.23%
$108B
$1.98 Million 0.03% of portfolio
8,095
Q1 2025 Reduced 0.01%
$125B
$1.95 Million 0.03% of portfolio
4,372
Q1 2025 Reduced 0.07%
$61.5B
$1.51 Million 0.03% of portfolio
53,090
Q4 2024 New
$80.2B
$1.95 Million 0.03% of portfolio
13,295
Q1 2025 Reduced 3.45%
$0
$1.55 Million 0.03% of portfolio
13,512
Q4 2022 Added 0.75%
$167B
$1.67 Million 0.03% of portfolio
3,279
Q1 2025 Reduced 9.02%
$9.97B
$1.84 Million 0.03% of portfolio
12,377
Q1 2025 Reduced 13.91%
$0
$1.54 Million 0.03% of portfolio
35,624
Q1 2023 Reduced 1.38%
$90.7B
$1.57 Million 0.03% of portfolio
69,010
Q1 2025 Reduced 14.5%
$7.94B
$2.03 Million 0.03% of portfolio
71,006
Q1 2025 Reduced 94.0%
$138B
$1.68 Million 0.03% of portfolio
14,950
Q4 2024 Added 0.01%
$66.1B
$1.65 Million 0.03% of portfolio
4,786
Q1 2025 Reduced 2.07%
$129B
$1.66 Million 0.03% of portfolio
9,708
Q1 2025 Added 0.62%
$46.8B
$1.01 Million 0.02% of portfolio
4,807
Q1 2025 Reduced 6.48%
$156B
$974,000 0.02% of portfolio
2,076
Q1 2025 Reduced 7.24%
$29.3B
$1.46 Million 0.02% of portfolio
16,001
Q3 2024 Added 1.32%
$0
$1.4 Million 0.02% of portfolio
19,882
Q1 2025 Added 184.23%
$120B
$1.16 Million 0.02% of portfolio
5,772
Q2 2024 Reduced 6.15%
$0
$1.36 Million 0.02% of portfolio
11,732
Q1 2025 Reduced 0.04%
$16.1B
$977,000 0.02% of portfolio
2,128
Q1 2025 Reduced 16.02%
$25.4B
$1.29 Million 0.02% of portfolio
7,333
Q3 2024 Reduced 15.53%
$82.6B
$1.17 Million 0.02% of portfolio
1,440
Q1 2025 Added 0.63%
$185B
$1.19 Million 0.02% of portfolio
26,177
Q1 2025 Reduced 6.15%
$116B
$1.02 Million 0.02% of portfolio
2,101
Q1 2025 Added 15.25%
$92.8B
$1.09 Million 0.02% of portfolio
24,579
Q1 2025 Reduced 1.0%
$56B
$1.4 Million 0.02% of portfolio
9,058
Q1 2025 Reduced 0.22%
$46.4B
$1.41 Million 0.02% of portfolio
13,485
Q1 2025 Reduced 4.06%
$1.16B
$954,000 0.02% of portfolio
45,438
Q1 2023 New
$8.48B
$1.03 Million 0.02% of portfolio
776
Q1 2025 Reduced 14.35%
$0
$983,000 0.02% of portfolio
6,123
Q4 2024 Reduced 11.56%
$142B
$1.06 Million 0.02% of portfolio
10,534
Q1 2025 Reduced 1.1%
$106B
$1.32 Million 0.02% of portfolio
21,655
Q1 2025 Reduced 25.86%
$77.7B
$1.25 Million 0.02% of portfolio
906
Q2 2024 Reduced 0.22%
$204B
$952,000 0.02% of portfolio
1,196
Q1 2025 Reduced 2.92%

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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