Evercore Wealth Management, LLC Top Holdings and 13F Report (2024) About Evercore Wealth Management, LLCInvestment ActivityEvercore Wealth Management, LLC has $6.67 billion in total holdings as of September 30, 2024.Evercore Wealth Management, LLC owns shares of 417 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 1.20% of the portfolio was purchased this quarter.About 3.46% of the portfolio was sold this quarter.This quarter, Evercore Wealth Management, LLC has purchased 410 new stocks and bought additional shares in 49 stocks.Evercore Wealth Management, LLC sold shares of 203 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $411,094,519Microsoft $375,969,271NVIDIA $291,793,968Amazon.com $227,655,945Blackstone $225,396,793 Largest New Holdings this Quarter Charles River Laboratories International $984,850 HoldingVanEck Gold Miners ETF $437,542 HoldingTE CONNECTIVITY PLC $418,997 HoldingAMENTUM HOLDINGS INC $402,351 HoldingJanus Henderson AAA CLO ETF $305,280 Holding Largest Purchases this Quarter WisdomTree Japan Hedged Equity Fund 173,093 shares (about $18.35M)Ares Capital 621,693 shares (about $13.02M)Broadcom 43,091 shares (about $7.43M)Crocs 45,927 shares (about $6.65M)Constellation Brands 14,694 shares (about $3.79M) Largest Sales this Quarter NIKE 479,498 shares (about $42.39M)Blackstone 90,242 shares (about $13.82M)iShares Russell 1000 ETF 37,481 shares (about $11.78M)TJX Companies 68,862 shares (about $8.09M)Microsoft 16,502 shares (about $7.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvercore Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$411,094,519$3,674,410 ▼-0.9%1,764,3546.2%Computer and TechnologyMSFTMicrosoft$375,969,271$7,100,807 ▼-1.9%873,7385.6%Computer and TechnologyNVDANVIDIA$291,793,968$1,685,952 ▲0.6%2,402,7834.4%Computer and TechnologyAMZNAmazon.com$227,655,945$2,908,239 ▲1.3%1,221,7893.4%Retail/WholesaleBXBlackstone$225,396,793$13,818,757 ▼-5.8%1,471,9313.4%FinanceMAMastercard$216,684,872$2,143,586 ▼-1.0%438,8113.3%Business ServicesUNHUnitedHealth Group$203,279,789$2,590,717 ▼-1.3%347,6773.0%MedicalHDHome Depot$189,619,882$2,397,974 ▼-1.2%467,9662.8%Retail/WholesaleTMOThermo Fisher Scientific$184,948,719$2,061,694 ▼-1.1%298,9942.8%MedicalAZOAutoZone$182,358,966$1,404,918 ▼-0.8%57,8912.7%Retail/WholesaleGOOGAlphabet$172,341,626$2,237,838 ▼-1.3%1,030,8132.6%Computer and TechnologyBLDRBuilders FirstSource$162,257,912$6,763,775 ▼-4.0%836,9852.4%Retail/WholesaleCBRECBRE Group$146,748,725$2,391,385 ▼-1.6%1,178,8942.2%FinanceJPMJPMorgan Chase & Co.$138,355,397$1,574,492 ▼-1.1%656,1482.1%FinanceACNAccenture$138,068,581$1,794,971 ▼-1.3%390,5982.1%Computer and TechnologyGOOGLAlphabet$134,944,558$1,925,519 ▼-1.4%813,6542.0%Computer and TechnologyMSMorgan Stanley$133,717,612$979,022 ▼-0.7%1,282,7862.0%FinanceBRK.BBerkshire Hathaway$130,399,022$2,191,758 ▼-1.7%283,3162.0%FinanceCBChubb$130,043,991$1,596,527 ▼-1.2%450,9312.0%FinanceWMBWilliams Companies$127,042,946$2,617,662 ▼-2.0%2,782,9781.9%Oils/EnergyCDWCDW$121,323,276$972,637 ▼-0.8%536,1171.8%Computer and TechnologyADBEAdobe$120,968,942$1,916,822 ▲1.6%233,6301.8%Computer and TechnologyBLKBlackRock$110,214,373$3,454,317 ▲3.2%116,0751.7%FinanceAMTAmerican Tower$104,365,952$2,270,948 ▼-2.1%448,7701.6%FinanceTJXTJX Companies$102,942,590$8,094,039 ▼-7.3%875,8091.5%Retail/WholesaleCOSTCostco Wholesale$102,658,130$3,736,682 ▼-3.5%115,7991.5%Retail/WholesaleCROXCrocs$98,236,063$6,650,689 ▲7.3%678,3791.5%Consumer DiscretionaryMCDMcDonald's$95,971,597$4,145,603 ▼-4.1%315,1671.4%Retail/WholesaleSTZConstellation Brands$92,643,935$3,786,497 ▲4.3%359,5171.4%Consumer StaplesCECelanese$91,732,484$921,537 ▼-1.0%674,7021.4%Basic MaterialsABTAbbott Laboratories$89,523,958$4,664,719 ▼-5.0%785,2291.3%MedicalDLNWisdomTree U.S. LargeCap Dividend Fund$88,814,515$30,638 ▲0.0%1,130,5311.3%FinanceEOGEOG Resources$75,903,619$1,073,794 ▲1.4%617,4541.1%Oils/EnergyANSSANSYS$72,626,611$3,462,552 ▲5.0%227,9341.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$68,973,107$753,350 ▼-1.1%120,2121.0%FinanceGNRCGenerac$65,515,280$3,095,300 ▲5.0%412,3571.0%Industrial ProductsCVXChevron$51,253,126$2,368,694 ▼-4.4%348,0210.8%Oils/EnergyBWABorgWarner$44,219,329$1,274,795 ▼-2.8%1,218,4990.7%Auto/Tires/TrucksSHWSherwin-Williams$40,410,457$710,670 ▼-1.7%105,8780.6%Basic MaterialsIVViShares Core S&P 500 ETF$39,578,832$321,864 ▲0.8%68,6160.6%ETFLLYEli Lilly and Company$33,015,440$2,852,727 ▼-8.0%37,2660.5%MedicalIAUiShares Gold Trust$32,471,992$963,335 ▼-2.9%653,3600.5%FinanceJNJJohnson & Johnson$31,617,524$715,656 ▼-2.2%195,0980.5%MedicalROPRoper Technologies$29,673,833$318,840 ▼-1.1%53,3280.4%Computer and TechnologyVOOVanguard S&P 500 ETF$29,590,678$705,495 ▲2.4%56,0780.4%ETFARCCAres Capital$21,662,849$13,018,252 ▲150.6%1,034,5200.3%FinanceIWFiShares Russell 1000 Growth ETF$20,843,878$927,946 ▼-4.3%55,5270.3%ETFDXJWisdomTree Japan Hedged Equity Fund$20,307,798$18,347,858 ▲936.1%191,5830.3%FinancePEPPepsiCo$19,560,171$644,319 ▼-3.2%115,0260.3%Consumer StaplesGLDSPDR Gold Shares$19,351,951$281,463 ▼-1.4%79,6180.3%FinanceABBVAbbVie$17,414,774$326,434 ▼-1.8%88,1850.3%MedicalADPAutomatic Data Processing$16,862,543$63,648 ▼-0.4%60,9350.3%Business ServicesEFAiShares MSCI EAFE ETF$15,942,596$1,078,908 ▼-6.3%190,6330.2%FinancePGProcter & Gamble$13,281,206$144,623 ▼-1.1%76,6810.2%Consumer StaplesNEENextEra Energy$12,597,929$134,910 ▲1.1%149,0350.2%UtilitiesKOCoca-Cola$12,093,822$1,359,088 ▼-10.1%168,2970.2%Consumer StaplesMRKMerck & Co., Inc.$11,889,733$162,731 ▼-1.4%104,7000.2%MedicalIBMInternational Business Machines$11,726,769$510,475 ▲4.6%53,0430.2%Computer and TechnologySYKStryker$11,688,567$289,008 ▲2.5%32,3550.2%MedicalAMATApplied Materials$11,387,336$186,896 ▼-1.6%56,3590.2%Computer and TechnologySCHWCharles Schwab$11,364,692$264,749 ▼-2.3%175,3540.2%FinanceCSCOCisco Systems$11,178,914$926,454 ▼-7.7%210,0510.2%Computer and TechnologyTXNTexas Instruments$11,102,311$495,148 ▼-4.3%53,7460.2%Computer and TechnologyORCLOracle$11,066,808$244,865 ▼-2.2%64,9460.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$11,017,740$166,706 ▼-1.5%176,7930.2%ETFVEAVanguard FTSE Developed Markets ETF$10,902,877$176,913 ▼-1.6%206,4550.2%ETFNKENIKE$10,554,783$42,387,622 ▼-80.1%119,3980.2%Consumer DiscretionaryVVisa$10,532,660$350,282 ▼-3.2%38,3080.2%Business ServicesXOMExxon Mobil$10,396,124$217,912 ▼-2.1%88,6890.2%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$10,299,729$376,236 ▲3.8%57,4890.2%ETFXLKTechnology Select Sector SPDR Fund$9,498,400$123,039 ▼-1.3%42,0730.1%ETFXLVHealth Care Select Sector SPDR Fund$9,476,850$158,795 ▼-1.6%61,5300.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$9,443,976$84,311 ▼-0.9%16,5780.1%ETFLOWLowe's Companies$9,417,454$75,025 ▼-0.8%34,7700.1%Retail/WholesaleTSLATesla$9,383,883$1,164,253 ▼-11.0%35,8670.1%Auto/Tires/TrucksMCKMcKesson$9,363,326$1,201,441 ▼-11.4%18,9380.1%MedicalBRK.ABerkshire Hathaway$8,985,340$691,180 ▲8.3%130.1%FinanceIWMiShares Russell 2000 ETF$8,466,714$1,698,644 ▼-16.7%38,3300.1%FinanceRTXRTX$8,412,502$79,844 ▼-0.9%69,4330.1%AerospaceAVGOBroadcom$8,248,950$7,433,198 ▲911.2%47,8200.1%Computer and TechnologyCHKPCheck Point Software Technologies$7,640,2890.0%39,6260.1%Computer and TechnologyCRMSalesforce$7,395,644$32,024 ▼-0.4%27,0200.1%Computer and TechnologyITWIllinois Tool Works$7,088,994$6,552 ▼-0.1%27,0500.1%Industrial ProductsDHRDanaher$6,958,285$13,345 ▼-0.2%25,0280.1%Multi-Sector ConglomeratesUNPUnion Pacific$6,865,207$4,930 ▼-0.1%27,8530.1%TransportationWMTWalmart$6,827,977$42,636 ▲0.6%84,5570.1%Retail/WholesaleAMGNAmgen$6,419,390$2,578 ▲0.0%19,9230.1%MedicalVBVanguard Small-Cap ETF$6,365,0560.0%26,8330.1%ETFEPDEnterprise Products Partners$6,351,598$27,363 ▼-0.4%218,1930.1%Oils/EnergyUPSUnited Parcel Service$6,167,613$1,778,010 ▼-22.4%45,2370.1%TransportationVEUVanguard FTSE All-World ex-US ETF$5,469,458$329,426 ▼-5.7%86,8170.1%ETFECLEcolab$5,372,399$28,086 ▼-0.5%21,0410.1%Basic MaterialsVTIVanguard Total Stock Market ETF$5,155,683$283 ▲0.0%18,2080.1%ETFRPMRPM International$5,148,5500.0%42,5500.1%ConstructionIVWiShares S&P 500 Growth ETF$5,076,856$134,720 ▼-2.6%53,0220.1%ETFPFEPfizer$5,017,704$684,576 ▼-12.0%173,3830.1%MedicalMPLXMplx$4,981,876$32,367 ▼-0.6%112,0530.1%Oils/EnergyQQQInvesco QQQ$4,946,589$35,629 ▼-0.7%10,1350.1%FinanceIWBiShares Russell 1000 ETF$4,878,075$11,783,651 ▼-70.7%15,5160.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,826,773$805,220 ▼-14.3%100,8730.1%ETFShowing largest 100 holdings. 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