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
$94.5B
$1.11 Million 0.02% of portfolio
3,262
Q1 2025 Reduced 37.11%
$172B
$1.11 Million 0.02% of portfolio
25,270
Q3 2025 Reduced 3.46%
$156B
$1.51 Million 0.02% of portfolio
13,600
Q3 2025 Added 37.72%
$143B
$1.21 Million 0.02% of portfolio
36,109
Q3 2025 Reduced 23.42%
$0
$1.57 Million 0.02% of portfolio
4,142
Q3 2025 Reduced 2.59%
$0
$1.14 Million 0.02% of portfolio
14,128
Q3 2025 Added 40.34%
$169B
$1.1 Million 0.02% of portfolio
1,199
Q2 2025 Added 0.25%
$57.9B
$1.11 Million 0.02% of portfolio
5,190
Q3 2025 Added 171.02%
$0
$1.42 Million 0.02% of portfolio
31,160
Q3 2025 Reduced 11.02%
$0
$1.16 Million 0.02% of portfolio
17,782
N/A
$0
$1.15 Million 0.02% of portfolio
21,488
Q3 2025 Reduced 3.81%
$0
$1.57 Million 0.02% of portfolio
5,920
Q3 2025 Reduced 0.84%
$388B
$1.13 Million 0.02% of portfolio
6,997
Q3 2025 Reduced 2.47%
$118B
$1.27 Million 0.02% of portfolio
5,189
Q3 2025 Reduced 2.04%
$0
$496,000 0.01% of portfolio
5,433
Q3 2025 Added 1.67%
$9.92B
$329,000 0.01% of portfolio
5,544
Q3 2025 Reduced 9.38%
$111B
$824,000 0.01% of portfolio
2,106
Q3 2025 Reduced 1.03%
$144B
$834,000 0.01% of portfolio
1,826
Q3 2025 Reduced 12.04%
$0
$481,000 0.01% of portfolio
2,583
Q3 2025 Reduced 7.75%
$0
$792,000 0.01% of portfolio
8,000
Q3 2025 Reduced 10.86%
$17.7B
$349,000 0.01% of portfolio
3,542
Q3 2025 New
$0
$382,000 0.01% of portfolio
5,009
Q3 2025 Added 9.77%
$4.96B
$334,000 0.01% of portfolio
200
Q4 2020 New
$18.9B
$329,000 0.01% of portfolio
3,342
Q3 2024 Reduced 0.65%
$33.9B
$568,000 0.01% of portfolio
2,260
Q1 2025 Reduced 0.48%
$15.7B
$585,000 0.01% of portfolio
2,316
Q3 2025 Reduced 1.82%
$0
$367,000 0.01% of portfolio
1,755
Q1 2025 Reduced 10.28%
$61.4B
$770,000 0.01% of portfolio
3,784
Q1 2025 Reduced 2.67%
$55.9B
$752,000 0.01% of portfolio
788
Q3 2025 Reduced 11.76%
$0
$357,000 0.01% of portfolio
1,712
Q4 2024 Reduced 9.18%
$59.5B
$547,000 0.01% of portfolio
11,968
Q3 2025 Reduced 4.16%
$74.3B
$669,000 0.01% of portfolio
1,191
Q3 2025 Reduced 11.84%
$43.5B
$546,000 0.01% of portfolio
1,563
Q2 2025 Added 14.67%
$123B
$339,000 0.01% of portfolio
486
Q1 2025 Reduced 41.09%
$4.19B
$931,000 0.01% of portfolio
25,000
Q3 2025 New
$0
$570,000 0.01% of portfolio
5,692
Q3 2025 Reduced 32.97%
$0
$449,000 0.01% of portfolio
3,401
Q3 2025 Reduced 73.77%
$0
$793,000 0.01% of portfolio
1,712
Q3 2024 Reduced 10.46%
$98.6B
$923,000 0.01% of portfolio
9,743
Q3 2025 Reduced 9.52%
$442M
$335,000 0.01% of portfolio
25,000
Q3 2025 New
$174B
$563,000 0.01% of portfolio
3,790
Q2 2025 Reduced 8.45%
$3.95B
$375,000 0.01% of portfolio
4,000
N/A
$96.9B
$555,000 0.01% of portfolio
1,316
Q2 2024 Reduced 0.9%
$2.33B
$380,000 0.01% of portfolio
20,000
Q1 2025 New
$66.3B
$423,000 0.01% of portfolio
1,846
Q1 2025 Reduced 1.34%
$11.5B
$524,000 0.01% of portfolio
2,067
Q4 2024 Reduced 0.14%
$269B
$660,000 0.01% of portfolio
2,760
Q3 2025 Added 10.05%
$82.8B
$394,000 0.01% of portfolio
1,367
Q3 2025 Reduced 41.78%
$21.3B
$391,000 0.01% of portfolio
4,410
Q2 2025 Reduced 1.12%

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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