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
$11B
$1.68 Million 0.03% of portfolio
4,865
Q2 2025 Reduced 9.27%
$107B
$2.23 Million 0.03% of portfolio
2,946
Q3 2025 Reduced 2.22%
$7.75B
$1.65 Million 0.03% of portfolio
12,377
Q1 2025 Reduced 13.91%
$0
$2.06 Million 0.03% of portfolio
14,488
Q1 2024 Reduced 7.21%
$24.1B
$1.78 Million 0.03% of portfolio
42,058
Q3 2025 Added 13.49%
$0
$1.73 Million 0.03% of portfolio
22,771
Q1 2025 Reduced 4.59%
$76.2B
$1.65 Million 0.03% of portfolio
26,412
Q3 2025 Reduced 12.22%
$0
$1.83 Million 0.03% of portfolio
13,512
Q4 2022 Added 0.75%
$10.4B
$1.72 Million 0.03% of portfolio
20,028
Q3 2025 New
$97.3B
$2.13 Million 0.03% of portfolio
25,226
Q3 2025 Reduced 3.34%
$37.9B
$1.79 Million 0.03% of portfolio
21,760
Q3 2024 Reduced 1.94%
$42.4B
$2.04 Million 0.03% of portfolio
13,439
Q1 2025 Reduced 3.59%
$123B
$2.29 Million 0.03% of portfolio
4,595
Q3 2025 Reduced 1.35%
$0
$1.65 Million 0.03% of portfolio
35,624
Q1 2023 Reduced 1.38%
$0
$1.81 Million 0.03% of portfolio
14,764
Q3 2025 Reduced 9.55%
$65.7B
$2.09 Million 0.03% of portfolio
26,147
Q3 2025 Added 1.65%
$10.5B
$1.82 Million 0.03% of portfolio
41,356
Q3 2025 Reduced 10.15%
$91.4B
$1.96 Million 0.03% of portfolio
12,620
Q3 2025 Reduced 4.72%
$3.99B
$1.74 Million 0.03% of portfolio
40,346
Q3 2025 Reduced 2.65%
$0
$996,000 0.02% of portfolio
18,659
Q3 2025 Reduced 5.1%
$89.7B
$1.63 Million 0.02% of portfolio
8,089
Q3 2025 Reduced 0.07%
$0
$1.18 Million 0.02% of portfolio
37,120
Q4 2024 Added 275.25%
$61.6B
$1.5 Million 0.02% of portfolio
53,110
Q3 2025 Added 0.04%
$102B
$1 Million 0.02% of portfolio
6,991
Q1 2025 Added 4.48%
$55.4B
$1.39 Million 0.02% of portfolio
4,563
Q3 2025 Reduced 5.19%
$51.8B
$1.64 Million 0.02% of portfolio
7,204
Q3 2025 Reduced 8.08%
$74.3B
$1.63 Million 0.02% of portfolio
8,132
Q1 2025 Reduced 4.69%
$40.4B
$1.15 Million 0.02% of portfolio
9,033
Q3 2025 Added 0.28%
$81.8B
$1.46 Million 0.02% of portfolio
13,277
Q3 2025 Added 301.85%
$159B
$1.6 Million 0.02% of portfolio
3,283
Q2 2025 Added 0.12%
$92.7B
$1.6 Million 0.02% of portfolio
6,132
Q2 2025 Reduced 14.45%
$35.1B
$1.04 Million 0.02% of portfolio
8,335
Q3 2025 Reduced 10.71%
$68.7B
$1.35 Million 0.02% of portfolio
16,120
Q3 2025 Reduced 27.73%
$0
$1.47 Million 0.02% of portfolio
6,243
Q3 2025 Added 1.96%
$54.4B
$1.14 Million 0.02% of portfolio
3,684
Q3 2025 Reduced 22.38%
$41.4B
$1.07 Million 0.02% of portfolio
11,912
Q3 2025 Added 0.03%
$68.5B
$1.64 Million 0.02% of portfolio
12,034
Q3 2025 Reduced 8.25%
$69.4B
$1.42 Million 0.02% of portfolio
17,322
Q3 2025 Added 0.43%
$71.5B
$1.09 Million 0.02% of portfolio
1,386
Q3 2025 Reduced 1.91%
$96.7B
$1.2 Million 0.02% of portfolio
23,819
Q3 2025 Reduced 1.12%
$85.9B
$1.54 Million 0.02% of portfolio
6,990
Q3 2025 Reduced 0.71%
$59.7B
$1.15 Million 0.02% of portfolio
2,326
Q3 2025 Added 255.11%
$140B
$1.18 Million 0.02% of portfolio
3,153
Q3 2025 Reduced 2.89%
$0
$1.26 Million 0.02% of portfolio
6,304
Q4 2023 Reduced 20.8%
$25.7B
$1.17 Million 0.02% of portfolio
6,989
Q3 2025 Reduced 4.69%
$67.6B
$1.21 Million 0.02% of portfolio
24,984
Q1 2025 Reduced 6.21%
$120B
$1.17 Million 0.02% of portfolio
37,103
Q3 2025 Added 3.21%
$113B
$1.12 Million 0.02% of portfolio
11,876
Q3 2025 Reduced 2.06%
$0
$1.29 Million 0.02% of portfolio
14,436
Q3 2025 Added 1.78%

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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