Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024

Evercore Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.47 Billion distributed in 744 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $438M, Microsoft Corp with a value of $367M, Nvidia Corp with a value of $317M, Amazon Com Inc with a value of $268M, and Blackstone Inc. with a value of $241M.

Examining the 13F form we can see an decrease of $185M in the current position value, from $6.66B to 6.47B.

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 $6.47 Billion
Technology: $1.68 Billion
Financial Services: $1.14 Billion
Consumer Cyclical: $980 Million
Healthcare: $561 Million
ETFs: $556 Million
Communication Services: $369 Million
Industrials: $311 Million
Energy: $286 Million
Other: $583 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.1B
$629,000 0.01% of portfolio
2,280
Q3 2024 Reduced 7.99%
$0
$443,000 0.01% of portfolio
6,995
Q4 2024 Reduced 2.59%
$0
$339,000 0.01% of portfolio
1,712
Q4 2024 Reduced 9.18%
$30.7B
$408,000 0.01% of portfolio
2,628
Q4 2024 Reduced 3.67%
$80.3B
$486,000 0.01% of portfolio
1,316
Q2 2024 Reduced 0.9%
$0
$387,000 0.01% of portfolio
1,600
Q2 2024 New
$49.9B
$770,000 0.01% of portfolio
731
Q4 2024 Added 7.34%
$0
$779,000 0.01% of portfolio
4,749
Q4 2024 Reduced 1.62%
$0
$569,000 0.01% of portfolio
5,877
Q4 2024 Reduced 44.56%
$139B
$328,000 0.01% of portfolio
4,663
Q3 2024 Reduced 21.17%
$0
$443,000 0.01% of portfolio
3,499
Q2 2024 Reduced 5.74%
$8.03B
$476,000 0.01% of portfolio
1,720
Q2 2024 Reduced 2.66%
$0
$461,000 0.01% of portfolio
4,334
Q4 2024 Reduced 7.83%
$94.1B
$439,000 0.01% of portfolio
1,892
Q3 2024 Reduced 9.56%
$16.4B
$448,000 0.01% of portfolio
8,183
Q3 2024 Reduced 10.89%
$8.09B
$444,000 0.01% of portfolio
2,618
Q4 2023 Reduced 32.77%
$0
$835,000 0.01% of portfolio
19,987
Q4 2024 Reduced 23.37%
$0
$556,000 0.01% of portfolio
1,932
Q2 2024 Reduced 0.41%
$1.42B
$363,000 0.01% of portfolio
37,250
Q1 2024 Added 15.5%
$26.7B
$687,000 0.01% of portfolio
2,770
Q4 2024 Reduced 8.07%
$10.4B
$431,000 0.01% of portfolio
5,035
Q4 2024 New
$25.7B
$411,000 0.01% of portfolio
2,207
Q2 2024 Reduced 1.87%
$47.6B
$465,000 0.01% of portfolio
6,250
Q1 2024 New
$38.4B
$451,000 0.01% of portfolio
2,440
Q4 2024 Added 0.04%
$144B
$951,000 0.01% of portfolio
10,651
Q4 2024 Added 0.05%
$35.4B
$502,000 0.01% of portfolio
7,886
Q4 2024 Added 1.87%
$2.62B
$610,000 0.01% of portfolio
40,250
Q4 2023 Added 5.96%
$20.2B
$327,000 0.01% of portfolio
2,142
Q1 2024 Reduced 0.37%
$16.9B
$454,000 0.01% of portfolio
5,300
Q4 2024 Added 0.86%
$19.9B
$540,000 0.01% of portfolio
6,390
Q3 2024 Reduced 7.26%
$65.2B
$841,000 0.01% of portfolio
3,708
Q4 2024 Reduced 3.29%
$510M
$690,000 0.01% of portfolio
33,158
Q4 2024 Reduced 0.36%
$173B
$629,000 0.01% of portfolio
1,001
Q2 2024 Reduced 7.23%
$179B
$547,000 0.01% of portfolio
1,049
Q3 2024 Reduced 7.98%
$63.5B
$383,000 0.01% of portfolio
1,362
Q4 2024 Reduced 1.02%
$0
$802,000 0.01% of portfolio
19,904
Q4 2023 Reduced 2.34%
$38.3B
$717,000 0.01% of portfolio
8,040
Q4 2024 Reduced 15.83%
$2.35B
$328,000 0.01% of portfolio
4,561
Q2 2024 Reduced 21.61%
$2.29B
$500,000 0.01% of portfolio
2,500
Q2 2024 New
$56.6B
$369,000 0.01% of portfolio
1,915
Q1 2024 Reduced 16.52%
$145B
$948,000 0.01% of portfolio
2,238
Q4 2024 Added 0.04%
$38B
$728,000 0.01% of portfolio
9,555
Q3 2024 Reduced 4.97%
$25.3B
$350,000 0.01% of portfolio
203
Q3 2024 Reduced 2.87%
$30.2B
$479,000 0.01% of portfolio
928
Q2 2024 Reduced 0.54%
$20.5B
$731,000 0.01% of portfolio
9,598
Q3 2024 Reduced 6.8%
$65.5B
$488,000 0.01% of portfolio
1,685
Q2 2024 Reduced 2.43%
$45.2B
$639,000 0.01% of portfolio
4,572
Q3 2024 Reduced 2.14%
$45.6B
$430,000 0.01% of portfolio
1,234
Q3 2024 Reduced 10.84%
$85.9B
$728,000 0.01% of portfolio
1,540
Q4 2024 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 744
  • Current Value $6.47 Billion
  • Prior Value $6.66 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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