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
$7.89B
$724,000 0.01% of portfolio
776
Q1 2025 Reduced 14.35%
$24.5B
$453,000 0.01% of portfolio
4,002
Q1 2025 Reduced 3.08%
$48.1B
$620,000 0.01% of portfolio
2,147
Q3 2025 Reduced 0.74%
$1.5B
$657,000 0.01% of portfolio
50,000
Q2 2025 New
$1.22B
$847,000 0.01% of portfolio
45,438
Q1 2023 New
$34.1B
$419,000 0.01% of portfolio
2,428
Q1 2025 Reduced 7.61%
$25.8B
$914,000 0.01% of portfolio
3,696
Q1 2023 Reduced 0.08%
$42.9B
$411,000 0.01% of portfolio
3,545
Q2 2025 Reduced 21.57%
$52.4B
$397,000 0.01% of portfolio
11,558
Q3 2025 Reduced 2.08%
$49.5B
$774,000 0.01% of portfolio
4,572
Q3 2024 Reduced 2.14%
$38.4B
$451,000 0.01% of portfolio
2,440
Q4 2024 Added 0.04%
$77.2B
$827,000 0.01% of portfolio
3,895
Q3 2025 Added 103.82%
$2.36B
$467,000 0.01% of portfolio
10,500
Q2 2025 Added 10.53%
$99.5B
$954,000 0.01% of portfolio
21,174
Q3 2025 Added 0.01%
$147B
$613,000 0.01% of portfolio
6,284
Q3 2025 Reduced 40.35%
$16.8B
$393,000 0.01% of portfolio
6,390
Q3 2024 Reduced 7.26%
$182B
$625,000 0.01% of portfolio
916
Q3 2025 Reduced 6.44%
$193B
$474,000 0.01% of portfolio
1,060
Q2 2025 Added 0.28%
$191B
$982,000 0.01% of portfolio
182
Q3 2025 Reduced 2.67%
$0
$699,000 0.01% of portfolio
15,473
Q3 2025 Reduced 21.29%
$5.27B
$532,000 0.01% of portfolio
39,800
Q2 2025 Reduced 7.66%
$4.41B
$473,000 0.01% of portfolio
18,150
Q2 2025 New
$0
$498,000 0.01% of portfolio
3,499
Q2 2024 Reduced 5.74%
$0
$777,000 0.01% of portfolio
4,400
Q3 2025 Reduced 1.1%
$0
$499,000 0.01% of portfolio
1,560
Q1 2025 Reduced 19.25%
$2.33B
$385,000 0.01% of portfolio
6,935
Q3 2025 Added 24.24%
$51.1B
$561,000 0.01% of portfolio
6,250
Q1 2024 New
$46.8B
$553,000 0.01% of portfolio
581
Q3 2025 Reduced 14.68%
$65.2B
$498,000 0.01% of portfolio
1,181
Q3 2025 Reduced 4.29%
$34.7B
$881,000 0.01% of portfolio
6,217
Q3 2025 Added 8.03%
$45.5B
$536,000 0.01% of portfolio
3,102
Q3 2025 Reduced 5.63%
$0
$784,000 0.01% of portfolio
25,000
Q1 2024 Reduced 1.3%
$0
$392,000 0.01% of portfolio
10,182
Q1 2024 Reduced 2.11%
$111B
$349,000 0.01% of portfolio
1,061
Q3 2025 Reduced 1.67%
$14.5B
$757,000 0.01% of portfolio
1,755
Q3 2025 Reduced 1.02%
$19.9B
$768,000 0.01% of portfolio
9,871
Q3 2025 Added 3.31%
$22.4B
$514,000 0.01% of portfolio
9,301
Q3 2025 Added 0.65%
$36B
$816,000 0.01% of portfolio
8,120
Q3 2025 Added 1.25%
$11.6B
$580,000 0.01% of portfolio
1,720
Q2 2024 Reduced 2.66%
$40.2B
$353,000 0.01% of portfolio
1,655
Q3 2025 Reduced 25.01%
$40.3B
$439,000 0.01% of portfolio
1,302
Q3 2025 Reduced 51.05%
$37.6B
$553,000 0.01% of portfolio
8,251
Q3 2025 Reduced 9.24%
$100B
$588,000 0.01% of portfolio
2,177
Q2 2025 Added 29.82%
$190B
$449,000 0.01% of portfolio
4,426
Q3 2025 Added 1.1%
$28.1B
$369,000 0.01% of portfolio
7,338
Q3 2025 Reduced 7.13%
$2.37B
$780,000 0.01% of portfolio
56,976
Q3 2025 Added 14.32%
$17B
$513,000 0.01% of portfolio
6,794
Q3 2025 Reduced 1.18%
$0
$660,000 0.01% of portfolio
5,802
Q3 2025 Reduced 1.28%
$0
$818,000 0.01% of portfolio
14,334
Q2 2025 Added 53.57%

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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