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CIK: 0001482689
Total reported value
$7.1B
$7.1B
417 檔
21.7%
At the close of Q3 2024, Evercore Wealth Management, LLC disclosed equity holdings valued at approximately $7.1B, spread across 417 reported holdings.
In Q3 2024, Evercore Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 105 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 417 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.17% | +0.04% | -0.89% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.64% | -0.42% | -1.85% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.38% | +0.10% | +0.58% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | +0.08% | +1.29% | |
| 5 | BX | Blackstone Inc | Stock-Financials | 3.38% | -0.18% | -5.78% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.25% | -0.25% | -0.98% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.05% | +0.04% | -1.26% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.84% | -0.10% | -1.25% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.77% | -0.18% | -1.10% | |
| 10 | AZO | Autozone Inc | Stock-Consumer Disc | 2.74% | -0.40% | -0.76% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.58% | +0.08% | -1.28% | |
| 12 | BLDR | Builders Firstsource Inc | Stock-Industrials | 2.43% | -0.07% | -4.00% | |
| 13 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 2.20% | -0.23% | -1.60% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | -0.05% | -1.13% | |
| 15 | ACN | Accenture plc | Stock-Tech | 2.07% | -0.21% | -1.28% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.20% | -1.41% | |
| 17 | MS | Morgan Stanley | Stock-Financials | 2.01% | +0.17% | -0.73% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.96% | -0.16% | -1.65% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.95% | -0.15% | -1.21% | |
| 20 | WMB | Williams Cos Inc | Stock-Energy | 1.91% | -0.24% | -2.02% | |
| 21 | CDW | Cdw Corp/de | Stock-Tech | 1.82% | -0.01% | -0.80% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.81% | -0.74% | +1.61% | |
| 23 | BLKCHF | Blackrock Inc | Stock-Other | 1.65% | — | +3.24% | |
| 24 | AMT | American Tower CORP | Stock-Real Estate | 1.57% | -0.51% | -2.13% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.54% | -0.13% | -7.29% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.54% | -0.25% | -3.51% | |
| 27 | CROX | Crocs Inc | Stock-Consumer Disc | 1.47% | +0.19% | +7.26% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.44% | -0.06% | -4.14% | |
| 29 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.39% | — | +4.26% | |
| 30 | CE | Celanese CORP | Stock-Materials | 1.38% | — | EXIT | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.34% | -0.06% | -4.95% | |
| 32 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.33% | -0.06% | +0.03% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 1.14% | -0.18% | +1.44% | |
| 34 | AKX | Ansys Inc | Stock-Other | 1.09% | — | +5.01% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | +0.05% | -1.08% | |
| 36 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.98% | +0.34% | +4.96% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.14% | -4.42% | |
| 38 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.66% | — | NEW | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.61% | -0.03% | -1.73% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.04% | +0.82% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.05% | -7.95% | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.49% | -0.19% | -2.88% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.04% | -2.21% | |
| 44 | ROP | Roper Technologies Inc | Stock-Tech | 0.45% | -0.06% | -1.06% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.24% | +2.44% | |
| 46 | ARCC | Ares Capital CORP | Stock-Financials | 0.32% | -0.09% | +150.59% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | — | -4.26% | |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.30% | -0.01% | +936.14% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | -0.04% | -3.19% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.29% | -0.12% | -1.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLDR | Builders Firstsource Inc | +0.5% | -4.00% | Trim |
| 2 | CBRE | Cbre Group Inc - A | +0.5% | -1.60% | Trim |
| 3 | BX | Blackstone Inc | +0.3% | -5.78% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | -0.89% | Trim |
| 5 | HD | Home Depot Inc | +0.3% | -1.25% | Trim |
| 6 | DXJ | Wisdomtree Japan Hedged Eq | +0.3% | +936.14% | Add |
| 7 | BLKCHF | Blackrock Inc | +0.3% | +3.24% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | -1.26% | Trim |
| 9 | ACN | Accenture plc | +0.2% | -1.28% | Trim |
| 10 | ARCC | Ares Capital CORP | +0.2% | +150.59% | Add |
| 11 | MA | Mastercard Inc - A | +0.2% | -0.98% | Trim |
| 12 | AMT | American Tower CORP | +0.2% | -2.13% | Trim |
| 13 | GNRC | Generac Holdings Inc | +0.2% | +4.96% | Add |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.10% | Trim |
| 15 | CB | Chubb Limited | +0.1% | -1.21% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.65% | Trim |
| 17 | MCD | Mcdonald's CORP | +0.1% | -4.14% | Trim |
| 18 | SHW | Sherwin-williams Co/the | +0.1% | -1.73% | Trim |
| 19 | DLN | Wisdomtree US Largecap Divid | 0% | +0.03% | Add |
| 20 | IBM | Intl Business Machines CORP | 0% | +4.55% | Add |
| 21 | MS | Morgan Stanley | 0% | -0.73% | Trim |
| 22 | NEE | Nextera Energy Inc | 0% | +1.08% | Add |
| 23 | GTLS | Chart Industries Inc | 0% | +131.34% | Add |
| 24 | AZO | Autozone Inc | 0% | -0.76% | Trim |
| 25 | CROX | Crocs Inc | 0% | +7.26% | Add |
| 26 | BWA | Borgwarner Inc | 0% | -2.80% | Trim |
| 27 | IAU | Ishares Gold Trust | 0% | -2.88% | Trim |
| 28 | ADP | Automatic Data Processing | 0% | -0.38% | Trim |
| 29 | ABBV | Abbvie Inc | 0% | -1.84% | Trim |
| 30 | GLD | Spdr Gold Shares | 0% | -1.43% | Trim |
| 31 | ORCL | Oracle CORP | 0% | -2.16% | Trim |
| 32 | LOW | Lowe's Cos Inc | 0% | -0.79% | Trim |
| 33 | RTX | Rtx CORP | 0% | -0.94% | Trim |
| 34 | CARR | Carrier Global CORP | 0% | -0.88% | Trim |
| 35 | WMB | Williams Cos Inc | 0% | -2.02% | Trim |
| 36 | JNJ | Johnson & Johnson | 0% | -2.21% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +2.44% | Add |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +8.33% | Add |
| 39 | TSLA | Tesla Inc | 0% | -11.04% | Trim |
| 40 | RSP | Invesco S&p 500 Equal Weight | 0% | +3.79% | Add |
| 41 | WMT | Walmart Inc | 0% | +0.63% | Add |
| 42 | CHKP | Check Point Software Technologies Ltd. | 0% | — | Unchanged |
| 43 | CRL | Charles River Laboratories | 0% | NEW | New buy |
| 44 | SYK | Stryker CORP | 0% | +2.54% | Add |
| 45 | PGR | Progressive CORP | 0% | -0.07% | Trim |
| 46 | AFL | Aflac Inc | 0% | -2.43% | Trim |
| 47 | ITW | Illinois Tool Works | 0% | -0.09% | Trim |
| 48 | RPM | Rpm International Inc | 0% | — | Unchanged |
| 49 | GLDM | Spdr Gold Minishares Trust | 0% | +2.68% | Add |
| 50 | CAT | Caterpillar Inc | 0% | -1.47% | Trim |
According to official SEC Form 13F filings, Evercore Wealth Management, LLC reported a total U.S. public equity portfolio value of $7.1B across 417 disclosed positions in Q3 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 AAPL, MSFT, NVDA) accounted for 21.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
CRL
市值: $984.9K
Top Position Liquidated / Trimmed
POOL
前期市值: $43.0M
During Q3 2024, Evercore Wealth Management, LLC's top holdings by market value included AAPL (6.2%)、MSFT (5.6%)、NVDA (4.4%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q3 2024, Evercore Wealth Management, LLC made 179 total portfolio adjustments, initiating 25 new buys, adding to 35 positions, trimming 105 holdings, and fully liquidating 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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