Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

Evercore Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.2 Billion distributed in 722 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $416M, Nvidia Corp with a value of $381M, Apple Inc. with a value of $338M, Amazon Com Inc with a value of $255M, and Mastercard Inc with a value of $232M.

Examining the 13F form we can see an increase of $181M in the current position value, from $6.02B to 6.2B.

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 $6.2 Billion
Technology: $1.75 Billion
Financial Services: $1.23 Billion
Consumer Cyclical: $792 Million
ETFs: $599 Million
Healthcare: $365 Million
Industrials: $362 Million
Communication Services: $331 Million
Energy: $289 Million
Other: $474 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.2B
$1.71 Million 0.03% of portfolio
7,837
Q2 2025 Reduced 7.72%
$0
$1.82 Million 0.03% of portfolio
21,765
Q2 2025 Reduced 0.37%
$0
$1.59 Million 0.03% of portfolio
5,970
Q2 2025 Reduced 0.5%
$0
$1.92 Million 0.03% of portfolio
14,488
Q1 2024 Reduced 7.21%
$107B
$2.1 Million 0.03% of portfolio
3,013
Q2 2025 Added 16.87%
$87.6B
$1.77 Million 0.03% of portfolio
8,095
Q1 2025 Reduced 0.01%
$0
$1.73 Million 0.03% of portfolio
19,653
Q2 2025 Reduced 6.87%
$0
$1.63 Million 0.03% of portfolio
12,968
Q2 2025 Reduced 0.31%
$91.2B
$1.68 Million 0.03% of portfolio
6,132
Q2 2025 Reduced 14.45%
$0
$1.56 Million 0.03% of portfolio
35,624
Q1 2023 Reduced 1.38%
$123B
$2.16 Million 0.03% of portfolio
4,658
Q2 2025 Added 6.54%
$3.94B
$1.81 Million 0.03% of portfolio
41,446
Q4 2024 Reduced 22.08%
$117B
$2.06 Million 0.03% of portfolio
9,842
Q2 2025 Added 1.38%
$36.9B
$1.65 Million 0.03% of portfolio
21,760
Q3 2024 Reduced 1.94%
$58.7B
$1.56 Million 0.03% of portfolio
53,090
Q4 2024 New
$160B
$1.73 Million 0.03% of portfolio
3,283
Q2 2025 Added 0.12%
$77B
$2.03 Million 0.03% of portfolio
30,090
Q2 2025 Reduced 1.56%
$0
$1.91 Million 0.03% of portfolio
16,322
Q2 2025 Added 24.65%
$81.9B
$1.61 Million 0.03% of portfolio
7,040
Q1 2025 Reduced 0.91%
$0
$1.59 Million 0.03% of portfolio
12,399
Q2 2025 Added 5.69%
$0
$2.11 Million 0.03% of portfolio
3,175
Q4 2024 Reduced 0.78%
$42B
$1.99 Million 0.03% of portfolio
13,439
Q1 2025 Reduced 3.59%
$90.6B
$2.02 Million 0.03% of portfolio
13,245
Q2 2025 Reduced 0.38%
$66.5B
$1.56 Million 0.03% of portfolio
13,116
Q2 2025 Added 3.9%
$10.5B
$1.54 Million 0.02% of portfolio
46,026
Q2 2025 Reduced 35.18%
$25.1B
$1.34 Million 0.02% of portfolio
7,333
Q3 2024 Reduced 15.53%
$142B
$1.13 Million 0.02% of portfolio
10,534
Q1 2025 Reduced 1.1%
$0
$1.29 Million 0.02% of portfolio
6,123
Q4 2024 Reduced 11.56%
$20.6B
$1.44 Million 0.02% of portfolio
8,837
Q2 2025 Reduced 96.35%
$99.1B
$980,000 0.02% of portfolio
21,171
Q2 2025 Reduced 2.24%
$109B
$1.09 Million 0.02% of portfolio
12,126
Q2 2025 Reduced 7.82%
$384B
$1.02 Million 0.02% of portfolio
7,174
Q2 2025 Reduced 8.89%
$153B
$1.06 Million 0.02% of portfolio
47,150
Q2 2025 Reduced 31.68%
$155B
$1.09 Million 0.02% of portfolio
9,875
Q2 2025 Reduced 33.95%
$143B
$1.06 Million 0.02% of portfolio
2,076
Q1 2025 Reduced 7.24%
$99B
$988,000 0.02% of portfolio
10,768
Q2 2025 Reduced 13.27%
$0
$1.2 Million 0.02% of portfolio
14,183
Q2 2025 Added 3.46%
$73.9B
$1.52 Million 0.02% of portfolio
8,132
Q1 2025 Reduced 4.69%
$54.5B
$1.21 Million 0.02% of portfolio
4,813
Q2 2025 Added 0.12%
$11.5B
$1.45 Million 0.02% of portfolio
4,865
Q2 2025 Reduced 9.27%
$173B
$1.23 Million 0.02% of portfolio
1,199
Q2 2025 Added 0.25%
$41B
$1.17 Million 0.02% of portfolio
11,909
Q2 2025 Reduced 11.69%
$34B
$1.2 Million 0.02% of portfolio
9,335
Q2 2025 Reduced 0.11%
$0
$1.49 Million 0.02% of portfolio
4,252
Q1 2025 Added 1.43%
$69.6B
$1.13 Million 0.02% of portfolio
24,984
Q1 2025 Reduced 6.21%
$74.6B
$1.12 Million 0.02% of portfolio
1,413
Q2 2025 Reduced 1.88%
$0
$1.2 Million 0.02% of portfolio
22,338
Q2 2025 Reduced 2.44%
$120B
$1.26 Million 0.02% of portfolio
5,297
Q2 2025 Reduced 8.23%
$0
$1.1 Million 0.02% of portfolio
17,782
N/A

Summary

  • Portfolio
  • No. of Stocks 722
  • Current Value $6.2 Billion
  • Prior Value $6.02 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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