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
$120B
$1.28 Million 0.02% of portfolio
35,949
Q2 2025 Added 0.89%
$51.6B
$1.52 Million 0.02% of portfolio
4,746
Q2 2025 Reduced 0.84%
$0
$948,000 0.02% of portfolio
19,661
Q1 2025 Reduced 1.63%
$94.9B
$1.09 Million 0.02% of portfolio
24,089
Q2 2025 Reduced 1.99%
$43.6B
$932,000 0.02% of portfolio
2,660
Q2 2025 Reduced 1.48%
$93.4B
$951,000 0.02% of portfolio
3,262
Q1 2025 Reduced 37.11%
$40.7B
$1.31 Million 0.02% of portfolio
9,008
Q2 2025 Reduced 0.55%
$22.4B
$1.22 Million 0.02% of portfolio
37,058
Q1 2025 Added 0.27%
$167B
$1.13 Million 0.02% of portfolio
26,177
Q1 2025 Reduced 6.15%
$0
$1.42 Million 0.02% of portfolio
35,020
Q2 2024 Reduced 7.62%
$195B
$1.08 Million 0.02% of portfolio
187
Q1 2025 Reduced 5.08%
$150B
$1.16 Million 0.02% of portfolio
3,247
Q2 2025 Reduced 1.55%
$107B
$947,000 0.02% of portfolio
2,128
Q2 2025 Added 1.29%
$0
$1.19 Million 0.02% of portfolio
6,304
Q4 2023 Reduced 20.8%
$0
$1.08 Million 0.02% of portfolio
37,120
Q4 2024 Added 275.25%
$1.65B
$685,000 0.01% of portfolio
50,000
Q2 2025 New
$48.1B
$634,000 0.01% of portfolio
2,163
Q4 2024 Reduced 3.26%
$0
$754,000 0.01% of portfolio
1,712
Q3 2024 Reduced 10.46%
$69.3B
$709,000 0.01% of portfolio
1,351
Q2 2025 Reduced 1.6%
$64.5B
$455,000 0.01% of portfolio
1,846
Q1 2025 Reduced 1.34%
$41.5B
$519,000 0.01% of portfolio
1,563
Q2 2025 Added 14.67%
$51.6B
$398,000 0.01% of portfolio
11,803
Q2 2025 Reduced 16.36%
$83.2B
$406,000 0.01% of portfolio
1,911
Q2 2025 Reduced 74.73%
$88.3B
$754,000 0.01% of portfolio
1,504
Q1 2025 Reduced 2.34%
$11.5B
$502,000 0.01% of portfolio
2,067
Q4 2024 Reduced 0.14%
$3.84B
$394,000 0.01% of portfolio
4,000
N/A
$114B
$654,000 0.01% of portfolio
6,991
Q1 2025 Added 4.48%
$34B
$372,000 0.01% of portfolio
2,428
Q1 2025 Reduced 7.61%
$38.4B
$451,000 0.01% of portfolio
2,440
Q4 2024 Added 0.04%
$192B
$437,000 0.01% of portfolio
3,790
Q2 2025 Reduced 8.45%
$50.6B
$610,000 0.01% of portfolio
3,542
Q2 2025 Reduced 4.48%
$26.3B
$352,000 0.01% of portfolio
3,670
Q2 2025 Added 1.94%
$23.5B
$587,000 0.01% of portfolio
4,220
Q1 2025 Reduced 1.86%
$48.8B
$544,000 0.01% of portfolio
1,020
Q2 2025 Reduced 3.77%
$0
$333,000 0.01% of portfolio
1,712
Q4 2024 Reduced 9.18%
$0
$494,000 0.01% of portfolio
2,800
Q2 2025 Reduced 7.44%
$77.4B
$422,000 0.01% of portfolio
2,981
Q1 2025 Reduced 10.51%
$0
$475,000 0.01% of portfolio
5,344
Q2 2025 Reduced 29.16%
$0
$338,000 0.01% of portfolio
1,755
Q1 2025 Reduced 10.28%
$56.3B
$530,000 0.01% of portfolio
6,250
Q1 2024 New
$0
$310,000 0.01% of portfolio
5,197
Q4 2024 New
$103B
$749,000 0.01% of portfolio
12,787
Q2 2025 Reduced 0.61%
$15.6B
$578,000 0.01% of portfolio
2,359
Q3 2024 Reduced 2.56%
$2.25B
$361,000 0.01% of portfolio
10,500
Q2 2025 Added 10.53%
$4.95B
$359,000 0.01% of portfolio
200
Q4 2020 New
$9.97B
$334,000 0.01% of portfolio
6,118
Q2 2025 Reduced 23.01%
$37.2B
$485,000 0.01% of portfolio
2,321
Q2 2025 Reduced 0.6%
$57.4B
$434,000 0.01% of portfolio
1,539
Q2 2025 Reduced 7.23%
$33.4B
$703,000 0.01% of portfolio
2,260
Q1 2025 Reduced 0.48%

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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