Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

Evercore Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.66 Billion distributed in 737 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $411M, Microsoft Corp with a value of $376M, Nvidia Corp with a value of $292M, Amazon Com Inc with a value of $228M, and Blackstone Inc. with a value of $225M.

Examining the 13F form we can see an increase of $310M in the current position value, from $6.35B to 6.66B.

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 $6.66 Billion
Technology: $1.65 Billion
Financial Services: $1.18 Billion
Consumer Cyclical: $989 Million
Healthcare: $641 Million
ETFs: $536 Million
Industrials: $355 Million
Communication Services: $326 Million
Energy: $282 Million
Other: $695 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.74%
Legato Merger Corp Iii
-
$0 0.0% of portfolio
-
Q2 2024 New
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 0.16%
$227M
$57,000 0.0% of portfolio
17,543
Q3 2017 New
$23.6B
$318,000 0.0% of portfolio
203
Q3 2024 Reduced 2.87%
$68.4B
$211,000 0.0% of portfolio
2,570
Q3 2024 New
$47.2B
$298,000 0.0% of portfolio
5,163
Q3 2024 Reduced 8.0%
Nabors Energy Transition Cor
-
$0 0.0% of portfolio
-
Q1 2024 Added 3.25%
Haymaker Acquisition Corp Iv
-
$0 0.0% of portfolio
-
Q1 2024 Added 4.16%
$0
$305,000 0.0% of portfolio
13,031
Q3 2024 Added 39.97%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 8.23%
$18B
$225,000 0.0% of portfolio
1,615
Q2 2024 Reduced 0.43%
-
$0 0.0% of portfolio
-
Q3 2024 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2024 Added 75.67%
$26.4B
$290,000 0.0% of portfolio
1,513
Q2 2024 Reduced 0.2%
$10.2B
$251,000 0.0% of portfolio
3,449
Q2 2020 New
$0
$284,000 0.0% of portfolio
2,516
Q3 2024 Reduced 40.99%
$38.4B
$260,000 0.0% of portfolio
2,213
Q1 2024 New
$0
$270,000 0.0% of portfolio
4,101
Q3 2024 Reduced 19.6%
$0
$210,000 0.0% of portfolio
1,760
Q4 2023 New
$0
$207,000 0.0% of portfolio
2,045
Q3 2024 New
$0
$318,000 0.0% of portfolio
2,885
Q3 2024 Reduced 3.35%
$6.75B
$237,000 0.0% of portfolio
4,143
Q2 2024 New
$52.4B
$315,000 0.0% of portfolio
6,250
Q1 2024 New
$15.3B
$252,000 0.0% of portfolio
2,888
Q3 2024 Reduced 0.62%
$3.78B
$49,000 0.0% of portfolio
40,000
Q3 2023 New
$0
$273,000 0.0% of portfolio
5,811
Q3 2024 New
$74.7B
$230,000 0.0% of portfolio
436
Q3 2024 New
$39.8B
$200,000 0.0% of portfolio
1,336
Q1 2024 Reduced 3.82%
$29.5B
$245,000 0.0% of portfolio
25
Q3 2024 New
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 2.68%
$74B
$220,000 0.0% of portfolio
1,883
Q2 2024 Reduced 11.8%
$16B
$241,000 0.0% of portfolio
6,896
Q3 2024 New
$28.9B
$235,000 0.0% of portfolio
2,816
Q2 2024 Reduced 5.88%
$3.28B
$320,000 0.0% of portfolio
4,000
N/A
Brookfield Corp
-
$0 0.0% of portfolio
-
Q4 2022 New
$133B
$331,000 0.0% of portfolio
4,140
Q2 2024 Reduced 35.21%
$4.75B
$276,000 0.0% of portfolio
3,972
Q1 2024 New
Smurfit Westrock PLC
-
$0 0.0% of portfolio
-
Q3 2024 New
$12.7B
$196,000 0.0% of portfolio
25,000
Q3 2024 Reduced 30.26%
Solventum Corp
-
$0 0.0% of portfolio
-
Q3 2024 New
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q2 2023 Reduced 2.71%
$0
$278,000 0.0% of portfolio
5,230
Q1 2023 New
$0
$272,000 0.0% of portfolio
5,969
Q1 2024 Reduced 32.31%
$95.3B
$304,000 0.0% of portfolio
825
Q1 2024 New
$19.6B
$330,000 0.0% of portfolio
4,460
Q1 2024 Reduced 0.45%
$0
$209,000 0.0% of portfolio
2,598
Q3 2024 New
$23B
$330,000 0.0% of portfolio
736
Q4 2023 New
$0
$206,000 0.0% of portfolio
4,622
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 737
  • Current Value $6.66 Billion
  • Prior Value $6.35 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 26 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 203 stocks
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