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
$78.4B
$397,000 0.01% of portfolio
2,981
Q1 2025 Reduced 10.51%
$12B
$899,000 0.01% of portfolio
13,753
Q3 2025 Added 4.92%
$16.4B
$607,000 0.01% of portfolio
9,082
Q2 2025 Reduced 4.72%
$103B
$338,000 0.01% of portfolio
2,602
Q1 2025 Reduced 0.57%
$37.2B
$584,000 0.01% of portfolio
928
Q2 2024 Reduced 0.54%
$161B
$765,000 0.01% of portfolio
710
Q2 2025 Reduced 4.31%
$27.9B
$388,000 0.01% of portfolio
203
Q3 2024 Reduced 2.87%
$57.5B
$412,000 0.01% of portfolio
1,512
Q3 2025 Reduced 1.75%
$99.7B
$552,000 0.01% of portfolio
2,865
Q3 2024 Reduced 39.87%
$23.9B
$593,000 0.01% of portfolio
4,264
Q3 2025 Added 1.04%
$73.4B
$516,000 0.01% of portfolio
14,540
Q2 2025 Reduced 4.55%
$27.1B
$383,000 0.01% of portfolio
3,670
Q2 2025 Added 1.94%
$1.37B
$371,000 0.01% of portfolio
38,750
Q1 2025 Added 4.03%
$268B
$616,000 0.01% of portfolio
3,684
Q3 2025 Reduced 1.79%
$104B
$871,000 0.01% of portfolio
13,198
Q3 2025 Added 3.21%
$86.7B
$488,000 0.01% of portfolio
802
Q2 2025 New
$65.7B
$569,000 0.01% of portfolio
1,896
Q3 2025 Reduced 11.65%
$47B
$488,000 0.01% of portfolio
995
Q3 2025 Reduced 2.45%
$9.75B
$518,000 0.01% of portfolio
2,368
Q1 2025 Reduced 9.55%
$45.2B
$549,000 0.01% of portfolio
969
Q3 2025 Reduced 3.0%
$54.5B
$475,000 0.01% of portfolio
2,542
Q3 2025 Reduced 28.23%
$63.4B
$697,000 0.01% of portfolio
1,526
Q3 2025 Added 0.13%
$87.8B
$716,000 0.01% of portfolio
1,504
Q1 2025 Reduced 2.34%
$55.3B
$273,000 0.0% of portfolio
600
Q3 2025 New
$138M
$20,000 0.0% of portfolio
13,688
Q1 2024 Reduced 6.81%
$47.4B
$263,000 0.0% of portfolio
3,902
Q3 2025 Added 4.16%
$25.7B
$241,000 0.0% of portfolio
1,639
Q2 2025 Reduced 13.74%
$127M
$210,000 0.0% of portfolio
5,100
Q1 2025 New
$2.12B
$222,000 0.0% of portfolio
8,647
Q3 2024 New
$20.8B
$303,000 0.0% of portfolio
2,250
Q3 2025 Reduced 74.54%
Coreweave Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$43.5B
$226,000 0.0% of portfolio
1,763
Q3 2024 Reduced 11.54%
$19B
$215,000 0.0% of portfolio
1,048
Q1 2025 New
$2.99B
$64,000 0.0% of portfolio
12,000
Q3 2025 New
$37.3B
$307,000 0.0% of portfolio
1,000
Q3 2025 Reduced 2.72%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.54%
$0
$244,000 0.0% of portfolio
4,830
Q2 2023 New
$53.1B
$180,000 0.0% of portfolio
735
Q3 2025 Reduced 15.13%
Viking Holdings LTD
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.15%
$0
$253,000 0.0% of portfolio
2,101
Q3 2025 Reduced 16.49%
$0
$311,000 0.0% of portfolio
5,197
Q4 2024 New
$24.1B
$300,000 0.0% of portfolio
2,142
Q1 2024 Reduced 0.37%
$0
$204,000 0.0% of portfolio
788
Q3 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.42%
$12.2B
$240,000 0.0% of portfolio
1,230
Q3 2025 Reduced 2.07%
$7.46B
$320,000 0.0% of portfolio
1,599
Q1 2025 Reduced 93.17%
$1.66B
$204,000 0.0% of portfolio
5,060
Q2 2024 New
$15.9B
$230,000 0.0% of portfolio
700
Q1 2025 Reduced 4.89%
$16.2B
$226,000 0.0% of portfolio
6,896
Q3 2024 New

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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