Evercore Wealth Management, LLC Top Holdings and 13F Report (2025) About Evercore Wealth Management, LLCInvestment ActivityEvercore Wealth Management, LLC has $6.68 billion in total holdings as of December 31, 2024.Evercore Wealth Management, LLC owns shares of 417 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 4.22% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Evercore Wealth Management, LLC has purchased 417 new stocks and bought additional shares in 82 stocks.Evercore Wealth Management, LLC sold shares of 147 stocks and completely divested from 27 stocks this quarter.Largest Holdings Apple $438,072,143Microsoft $367,109,486NVIDIA $317,267,645Amazon.com $267,785,241Blackstone $241,292,134 Largest New Holdings this Quarter BLACKROCK INC $118,566,273 HoldingFiserv $54,981,279 HoldingVIKING HOLDINGS LTD $53,833,918 HoldingKinder Morgan $1,454,666 HoldingARISTA NETWORKS INC $807,643 Holding Largest Purchases this Quarter BLACKROCK INC 115,662 shares (about $118.57M)Fiserv 267,653 shares (about $54.98M)VIKING HOLDINGS LTD 1,221,832 shares (about $53.83M)Health Care Select Sector SPDR Fund 83,141 shares (about $11.44M)WisdomTree Japan Hedged Equity Fund 80,390 shares (about $8.87M) Largest Sales this Quarter Chevron 145,828 shares (about $21.12M)Celanese 220,209 shares (about $15.24M)McDonald's 44,900 shares (about $13.02M)Blackstone 72,487 shares (about $12.50M)CBRE Group 75,685 shares (about $9.94M) 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$438,072,143$3,757,301 ▼-0.9%1,749,3506.6%Computer and TechnologyMSFTMicrosoft$367,109,486$1,170,927 ▼-0.3%870,9605.5%Computer and TechnologyNVDANVIDIA$317,267,645$5,402,084 ▼-1.7%2,362,5564.8%Computer and TechnologyAMZNAmazon.com$267,785,241$263,049 ▼-0.1%1,220,5904.0%Retail/WholesaleBXBlackstone$241,292,134$12,498,209 ▼-4.9%1,399,4443.6%FinanceMAMastercard$230,055,800$1,008,908 ▼-0.4%436,8953.4%Business ServicesGOOGAlphabet$194,985,994$1,322,034 ▼-0.7%1,023,8712.9%Computer and TechnologyAZOAutoZone$184,153,424$1,213,558 ▼-0.7%57,5122.8%Retail/WholesaleHDHome Depot$181,966,663$67,295 ▼0.0%467,7932.7%Retail/WholesaleUNHUnitedHealth Group$174,344,649$1,531,238 ▼-0.9%344,6502.6%MedicalMSMorgan Stanley$160,220,334$1,051,522 ▼-0.7%1,274,4222.4%FinanceJPMJPMorgan Chase & Co.$156,020,799$1,264,471 ▼-0.8%650,8732.3%FinanceGOOGLAlphabet$155,169,359$1,144,697 ▲0.7%819,7012.3%Computer and TechnologyTMOThermo Fisher Scientific$155,071,720$473,930 ▼-0.3%298,0832.3%MedicalWMBWilliams Companies$149,490,751$1,124,018 ▼-0.7%2,762,2092.2%Oils/EnergyCBRECBRE Group$144,840,310$9,936,684 ▼-6.4%1,103,2092.2%FinanceACNAccenture$134,770,397$2,638,073 ▼-1.9%383,0992.0%Computer and TechnologyBRK.BBerkshire Hathaway$126,665,470$1,756,007 ▼-1.4%279,4421.9%FinanceCBChubb$125,399,308$807,072 ▲0.6%453,8521.9%FinanceBLDRBuilders FirstSource$120,822,445$1,192,179 ▲1.0%845,3261.8%Retail/WholesaleBLACKROCK INC$118,566,273$118,566,273 ▲New Holding115,6621.8%COMTJXTJX Companies$105,950,369$143,885 ▲0.1%877,0001.6%Retail/WholesaleCOSTCostco Wholesale$104,887,259$1,215,890 ▼-1.1%114,4721.6%Retail/WholesaleADBEAdobe$103,515,278$375,310 ▼-0.4%232,7861.6%Computer and TechnologyCDWCDW$91,208,446$2,097,356 ▼-2.2%524,0661.4%Computer and TechnologyDLNWisdomTree U.S. LargeCap Dividend Fund$88,219,772$275,766 ▲0.3%1,134,0761.3%FinanceABTAbbott Laboratories$87,961,574$855,677 ▼-1.0%777,6641.3%MedicalAMTAmerican Tower$83,152,592$843,686 ▲1.0%453,3701.2%FinanceCROXCrocs$80,954,608$6,651,757 ▲9.0%739,1091.2%Consumer DiscretionarySTZConstellation Brands$78,582,738$870,519 ▼-1.1%355,5781.2%Consumer StaplesMCDMcDonald's$78,347,789$13,016,076 ▼-14.2%270,2671.2%Retail/WholesaleANSSANSYS$77,117,687$228,710 ▲0.3%228,6121.2%Computer and TechnologyEOGEOG Resources$76,247,702$560,191 ▲0.7%622,0241.1%Oils/EnergySPYSPDR S&P 500 ETF Trust$70,863,794$409,672 ▲0.6%120,9111.1%FinanceGNRCGenerac$66,682,043$2,746,091 ▲4.3%430,0681.0%Industrial ProductsFIFiserv$54,981,279$54,981,279 ▲New Holding267,6530.8%Business ServicesVIKING HOLDINGS LTD$53,833,918$53,833,918 ▲New Holding1,221,8320.8%ORD SHSIVViShares Core S&P 500 ETF$40,177,745$214,867 ▼-0.5%68,2510.6%ETFBWABorgWarner$37,624,991$1,111,092 ▼-2.9%1,183,5480.6%Auto/Tires/TrucksSHWSherwin-Williams$36,053,316$62,207 ▲0.2%106,0610.5%Basic MaterialsIAUiShares Gold Trust$32,112,087$235,767 ▼-0.7%648,5980.5%FinanceVOOVanguard S&P 500 ETF$31,521,462$1,306,075 ▲4.3%58,5020.5%ETFCECelanese$31,455,460$15,240,665 ▼-32.6%454,4930.5%Basic MaterialsDXJWisdomTree Japan Hedged Equity Fund$29,995,902$8,866,213 ▲42.0%271,9730.4%FinanceCVXChevron$29,285,673$21,121,756 ▼-41.9%202,1930.4%Oils/EnergyLLYEli Lilly and Company$28,717,628$51,724 ▼-0.2%37,1990.4%MedicalJNJJohnson & Johnson$27,527,498$687,522 ▼-2.4%190,3440.4%MedicalROPRoper Technologies$25,845,383$1,877,178 ▼-6.8%49,7170.4%Computer and TechnologyARCCAres Capital$22,614,753$30,887 ▼-0.1%1,033,1090.3%FinanceIWFiShares Russell 1000 Growth ETF$22,560,983$262,631 ▲1.2%56,1810.3%ETFXLVHealth Care Select Sector SPDR Fund$19,902,389$11,437,707 ▲135.1%144,6710.3%ETFGLDSPDR Gold Shares$19,178,633$99,273 ▼-0.5%79,2080.3%FinanceADPAutomatic Data Processing$17,659,522$177,980 ▼-1.0%60,3270.3%Business ServicesPEPPepsiCo$17,104,165$386,689 ▼-2.2%112,4830.3%Consumer StaplesABBVAbbVie$15,549,816$120,658 ▼-0.8%87,5060.2%MedicalEFAiShares MSCI EAFE ETF$13,952,175$461,599 ▼-3.2%184,5280.2%FinanceSCHWCharles Schwab$12,979,207$1,258 ▲0.0%175,3710.2%FinancePGProcter & Gamble$12,768,374$87,178 ▼-0.7%76,1610.2%Consumer StaplesCSCOCisco Systems$12,239,896$195,123 ▼-1.6%206,7550.2%Computer and TechnologyIBMInternational Business Machines$12,042,969$382,505 ▲3.3%54,7830.2%Computer and TechnologyVVisa$11,914,249$192,466 ▼-1.6%37,6990.2%Business ServicesSYKStryker$11,631,055$18,363 ▼-0.2%32,3040.2%MedicalMCKMcKesson$11,208,990$416,034 ▲3.9%19,6680.2%MedicalNEENextEra Energy$10,790,994$106,675 ▲1.0%150,5230.2%UtilitiesORCLOracle$10,741,790$80,820 ▼-0.7%64,4610.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$10,614,695$401,276 ▼-3.6%170,3530.2%ETFTSLATesla$10,370,612$4,113,918 ▼-28.4%25,6800.2%Auto/Tires/TrucksMRKMerck & Co., Inc.$10,352,984$62,573 ▼-0.6%104,0710.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$10,318,243$244,446 ▲2.4%58,8840.2%ETFAVGOBroadcom$10,246,632$839,956 ▼-7.6%44,1970.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$10,065,434$192,762 ▲2.0%210,4860.2%ETFTXNTexas Instruments$9,845,775$232,137 ▼-2.3%52,5080.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$9,488,211$294,603 ▼-3.0%40,8060.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$9,474,003$31,327 ▲0.3%16,6330.1%ETFXOMExxon Mobil$9,422,487$117,789 ▼-1.2%87,5940.1%Oils/EnergyCRMSalesforce$9,117,179$83,582 ▲0.9%27,2700.1%Computer and TechnologyAMATApplied Materials$9,088,903$76,761 ▼-0.8%55,8870.1%Computer and TechnologyKOCoca-Cola$9,075,951$1,402,220 ▼-13.4%145,7750.1%Consumer StaplesLOWLowe's Companies$8,526,199$55,036 ▼-0.6%34,5470.1%Retail/WholesaleIWMiShares Russell 2000 ETF$8,469,839$442 ▲0.0%38,3320.1%FinanceBRK.ABerkshire Hathaway$8,171,040$680,920 ▼-7.7%120.1%FinanceRTXRTX$8,013,842$20,945 ▼-0.3%69,2520.1%AerospaceUPSUnited Parcel Service$7,832,953$2,128,568 ▲37.3%62,1170.1%TransportationWMTWalmart$7,551,995$87,730 ▼-1.1%83,5860.1%Retail/WholesaleCHKPCheck Point Software Technologies$7,398,1740.0%39,6260.1%Computer and TechnologyEPDEnterprise Products Partners$6,842,5320.0%218,1930.1%Oils/EnergyNKENIKE$6,475,763$2,559,084 ▼-28.3%85,5790.1%Consumer DiscretionaryITWIllinois Tool Works$6,414,307$444,491 ▼-6.5%25,2970.1%Industrial ProductsMPLXMplx$6,320,057$957,200 ▲17.8%132,0530.1%Oils/EnergyUNPUnion Pacific$6,173,726$177,871 ▼-2.8%27,0730.1%TransportationIVWiShares S&P 500 Growth ETF$5,965,903$582,579 ▲10.8%58,7600.1%ETFVBVanguard Small-Cap ETF$5,911,849$535,584 ▼-8.3%24,6040.1%ETFDHRDanaher$5,730,257$14,921 ▼-0.3%24,9630.1%MedicalQQQInvesco QQQ$5,352,578$171,262 ▲3.3%10,4700.1%FinanceVTIVanguard Total Stock Market ETF$5,287,185$10,433 ▲0.2%18,2440.1%ETFJBLJabil$5,258,1060.0%36,5400.1%Computer and TechnologyAMGNAmgen$5,068,145$124,586 ▼-2.4%19,4450.1%MedicalIWBiShares Russell 1000 ETF$5,039,227$40,592 ▲0.8%15,6420.1%ETFECLEcolab$4,997,577$67,250 ▲1.4%21,3280.1%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$4,918,475$65,677 ▼-1.3%85,6730.1%ETFShowing largest 100 holdings. 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