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CIK: 0001482689
Total reported value
$7.1B
$7.1B
410 檔
21.2%
During the Q2 2024 filing period, Evercore Wealth Management, LLC (CIK: 0001482689) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.1B across 410 reported positions.
In Q2 2024, Evercore Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 410 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.26% | -0.42% | -1.64% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.90% | +0.04% | -1.48% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.65% | +0.10% | +892.80% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.67% | +0.08% | -1.20% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.08% | -0.25% | -1.23% | |
| 6 | BX | Blackstone Inc | Stock-Financials | 3.04% | -0.18% | -1.75% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.01% | +0.08% | -1.19% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.82% | +0.04% | +2.88% | |
| 9 | AZO | Autozone Inc | Stock-Consumer Disc | 2.72% | -0.40% | -0.37% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.63% | -0.18% | -1.09% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.57% | -0.10% | -0.61% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.37% | +0.20% | -1.31% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | -0.05% | +5.27% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 2.01% | -0.74% | -0.48% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.98% | +0.17% | -0.49% | |
| 16 | CDW | Cdw Corp/de | Stock-Tech | 1.90% | -0.01% | -0.17% | |
| 17 | WMB | Williams Cos Inc | Stock-Energy | 1.90% | -0.24% | -0.63% | |
| 18 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.90% | -0.07% | +0.69% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.89% | -0.21% | -0.62% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | -0.16% | -1.15% | |
| 21 | CB | Chubb Limited | Stock-Financials | 1.83% | -0.15% | +0.09% | |
| 22 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.68% | -0.23% | -0.20% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.64% | -0.13% | +0.55% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.61% | -0.25% | -2.94% | |
| 25 | CROX | Crocs Inc | Stock-Consumer Disc | 1.45% | +0.19% | +1.43% | |
| 26 | CE | Celanese CORP | Stock-Materials | 1.45% | — | EXIT | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 1.40% | -0.51% | -6.88% | |
| 28 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.40% | — | -0.13% | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 1.39% | — | -0.82% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 1.35% | -0.06% | -2.60% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.32% | -0.06% | -0.98% | |
| 32 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.29% | -0.06% | +0.73% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 1.21% | -0.18% | +2.78% | |
| 34 | AKX | Ansys Inc | Stock-Other | 1.10% | — | -1.73% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | +0.05% | -11.02% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.14% | -0.06% | |
| 37 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.82% | +0.34% | +0.98% | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.71% | -0.02% | -5.62% | |
| 39 | POOL | Pool CORP | Stock-Industrials | 0.68% | — | +0.01% | |
| 40 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.64% | — | NEW | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.04% | -2.49% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.05% | -0.13% | |
| 43 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.51% | -0.03% | -0.89% | |
| 44 | ROP | Roper Technologies Inc | Stock-Tech | 0.48% | -0.06% | -3.00% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.19% | -0.65% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.04% | -2.58% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.24% | -0.16% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | — | -1.04% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.04% | -1.03% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.27% | -0.12% | -1.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +892.80% | Add |
| 2 | AAPL | Apple Inc | +1% | -1.48% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | -1.19% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.31% | Trim |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.64% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.2% | -1.20% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.2% | -2.94% | Trim |
| 8 | ADBE | Adobe Inc | +0.2% | -0.48% | Trim |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | +2.88% | Add |
| 10 | WMB | Williams Cos Inc | +0.2% | -0.63% | Trim |
| 11 | TJX | Tjx Companies Inc | +0.2% | +0.55% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +5.27% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | -0.13% | Trim |
| 14 | MS | Morgan Stanley | +0.1% | -0.49% | Trim |
| 15 | NEE | Nextera Energy Inc | +0.1% | +32.41% | Add |
| 16 | GNRC | Generac Holdings Inc | +0.1% | +0.98% | Add |
| 17 | CROX | Crocs Inc | 0% | +1.43% | Add |
| 18 | DXJ | Wisdomtree Japan Hedged Eq | 0% | NEW | New buy |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | -1.04% | Trim |
| 20 | DLN | Wisdomtree US Largecap Divid | 0% | +0.73% | Add |
| 21 | CB | Chubb Limited | 0% | +0.09% | Add |
| 22 | PEP | Pepsico Inc | 0% | -1.03% | Trim |
| 23 | DIS | Walt Disney Co/the | 0% | -4.93% | Trim |
| 24 | LOW | Lowe's Cos Inc | 0% | -1.53% | Trim |
| 25 | MDY | State Street Spdr S&p Midcap | 0% | -8.77% | Trim |
| 26 | INTC | Intel CORP | 0% | -5.28% | Trim |
| 27 | GTLS | Chart Industries Inc | 0% | -49.62% | Trim |
| 28 | JNJ | Johnson & Johnson | -0.1% | -2.58% | Trim |
| 29 | BWA | Borgwarner Inc | -0.1% | -2.15% | Trim |
| 30 | STZ | Constellation Brands Inc-a | -0.1% | -0.13% | Trim |
| 31 | SHW | Sherwin-williams Co/the | -0.1% | -0.89% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.15% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -11.02% | Trim |
| 34 | BLKCHF | Blackrock Inc | -0.1% | -0.82% | Trim |
| 35 | AKX | Ansys Inc | -0.1% | -1.73% | Trim |
| 36 | AMT | American Tower CORP | -0.1% | -6.88% | Trim |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.2% | -1.09% | Trim |
| 38 | CBRE | Cbre Group Inc - A | -0.2% | -0.20% | Trim |
| 39 | MCD | Mcdonald's CORP | -0.2% | -0.98% | Trim |
| 40 | ABT | Abbott Laboratories | -0.2% | -2.60% | Trim |
| 41 | AZO | Autozone Inc | -0.2% | -0.37% | Trim |
| 42 | POOL | Pool CORP | -0.2% | +0.01% | Add |
| 43 | NKE | Nike Inc -cl B | -0.2% | -5.62% | Trim |
| 44 | BX | Blackstone Inc | -0.2% | -1.75% | Trim |
| 45 | ACN | Accenture plc | -0.3% | -0.62% | Trim |
| 46 | CDW | Cdw Corp/de | -0.3% | -0.17% | Trim |
| 47 | HD | Home Depot Inc | -0.3% | -0.61% | Trim |
| 48 | MA | Mastercard Inc - A | -0.3% | -1.23% | Trim |
| 49 | CE | Celanese CORP | -0.4% | -1.06% | Trim |
| 50 | BLDR | Builders Firstsource Inc | -0.9% | +0.69% | Add |
According to official SEC Form 13F filings, Evercore Wealth Management, LLC reported a total U.S. public equity portfolio value of $7.1B across 410 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 21.2% of total reported equity market value during Q2 2024.
Top New Position Initiated
DXJ
市值: $2.1M
Top Position Liquidated / Trimmed
MSFT
前期市值: $380.8M
During Q2 2024, Evercore Wealth Management, LLC's top holdings by market value included MSFT (6.3%)、AAPL (5.9%)、NVDA (4.7%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q2 2024, Evercore Wealth Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 38 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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