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CIK: 0001482689
Total reported value
$7.1B
$7.1B
417 檔
23.1%
In Q4 2024, Evercore Wealth Management, LLC's U.S. equity holdings reached a combined market value of $7.1B, distributed across 417 disclosed stock positions.
In Q4 2024, Evercore Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 97 positions and completely liquidating 25 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 | 6.56% | +0.04% | -0.85% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.50% | -0.42% | -0.32% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.75% | +0.10% | -1.67% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.01% | +0.08% | -0.10% | |
| 5 | BX | Blackstone Inc | Stock-Financials | 3.61% | -0.18% | -4.92% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.45% | -0.25% | -0.44% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.92% | +0.08% | -0.67% | |
| 8 | AZO | Autozone Inc | Stock-Consumer Disc | 2.76% | -0.40% | -0.65% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.73% | -0.10% | -0.04% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.61% | +0.04% | -0.87% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 2.40% | +0.17% | -0.65% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.05% | -0.80% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.20% | +0.74% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.32% | -0.18% | -0.30% | |
| 15 | WMB | Williams Cos Inc | Stock-Energy | 2.24% | -0.24% | -0.75% | |
| 16 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 2.17% | -0.23% | -6.42% | |
| 17 | ACN | Accenture plc | Stock-Tech | 2.02% | -0.21% | -1.92% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.90% | -0.16% | -1.37% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.88% | -0.15% | +0.65% | |
| 20 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.81% | -0.07% | +1.00% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 1.78% | -0.17% | — | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.59% | -0.13% | +0.14% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | -0.25% | -1.15% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.55% | -0.74% | -0.36% | |
| 25 | CDW | Cdw Corp/de | Stock-Tech | 1.37% | -0.01% | -2.25% | |
| 26 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.32% | -0.06% | +0.31% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.32% | -0.06% | -0.96% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 1.25% | -0.51% | +1.02% | |
| 29 | CROX | Crocs Inc | Stock-Consumer Disc | 1.21% | +0.19% | +8.95% | |
| 30 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.18% | — | -1.10% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.06% | -14.25% | |
| 32 | AKX | Ansys Inc | Stock-Other | 1.16% | — | +0.30% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 1.14% | -0.18% | +0.74% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | +0.05% | +0.58% | |
| 35 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.00% | +0.34% | +4.30% | |
| 36 | FISV | Fiserv Inc | Stock-Other | 0.82% | — | — | |
| 37 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 0.81% | +0.24% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.04% | -0.53% | |
| 39 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.56% | — | NEW | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.54% | -0.03% | +0.17% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | -0.19% | -0.73% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.24% | +4.32% | |
| 43 | CE | Celanese CORP | Stock-Materials | 0.47% | — | EXIT | |
| 44 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.45% | -0.01% | +41.96% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.14% | -41.90% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.05% | -0.18% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.04% | -2.44% | |
| 48 | ROP | Roper Technologies Inc | Stock-Tech | 0.39% | -0.06% | -6.77% | |
| 49 | ARCC | Ares Capital CORP | Stock-Financials | 0.34% | -0.09% | -0.14% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | — | +1.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.8% | NEW | New buy |
| 2 | FISV | Fiserv Inc | +0.8% | NEW | New buy |
| 3 | VIK | Viking Holdings Ltd | +0.8% | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | +0.6% | -0.10% | Trim |
| 5 | AAPL | Apple Inc | +0.4% | -0.85% | Trim |
| 6 | MS | Morgan Stanley | +0.4% | -0.65% | Trim |
| 7 | NVDA | Nvidia CORP | +0.4% | -1.67% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -0.67% | Trim |
| 9 | WMB | Williams Cos Inc | +0.3% | -0.75% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.74% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | -0.80% | Trim |
| 12 | BX | Blackstone Inc | +0.2% | -4.92% | Trim |
| 13 | MA | Mastercard Inc - A | +0.2% | -0.44% | Trim |
| 14 | XLV | Ss Health Care Select Sector | +0.2% | +135.12% | Add |
| 15 | DXJ | Wisdomtree Japan Hedged Eq | +0.2% | +41.96% | Add |
| 16 | AKX | Ansys Inc | +0.1% | +0.30% | Add |
| 17 | TJX | Tjx Companies Inc | +0.1% | +0.14% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | -1.15% | Trim |
| 19 | AVGO | Broadcom Inc | 0% | -7.58% | Trim |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +4.32% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.58% | Add |
| 22 | MCK | Mckesson CORP | 0% | +3.85% | Add |
| 23 | CRM | Salesforce Inc | 0% | +0.93% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | +1.18% | Add |
| 25 | UPS | United Parcel Service-cl B | 0% | +37.31% | Add |
| 26 | AZO | Autozone Inc | 0% | -0.65% | Trim |
| 27 | SCHW | Schwab (charles) CORP | 0% | +0.01% | Add |
| 28 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 29 | KMI | Kinder Morgan, Inc. | 0% | NEW | New buy |
| 30 | V | Visa Inc-class A Shares | 0% | -1.59% | Trim |
| 31 | MPLX | Mplx LP | 0% | +17.85% | Add |
| 32 | GNRC | Generac Holdings Inc | 0% | +4.30% | Add |
| 33 | NET | Cloudflare Inc - Class A | 0% | — | Unchanged |
| 34 | TSLA | Tesla Inc | 0% | -28.40% | Trim |
| 35 | ARCC | Ares Capital CORP | 0% | -0.14% | Trim |
| 36 | CSCO | Cisco Systems Inc | 0% | -1.57% | Trim |
| 37 | IVW | Ishares S&p 500 Growth ETF | 0% | +10.82% | Add |
| 38 | JBL | Jabil Inc | 0% | — | Unchanged |
| 39 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 40 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 41 | ADP | Automatic Data Processing | 0% | -1.00% | Trim |
| 42 | WMT | Walmart Inc | 0% | -1.15% | Trim |
| 43 | GTLS | Chart Industries Inc | 0% | -23.27% | Trim |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | -0.53% | Trim |
| 45 | DIS | Walt Disney Co/the | 0% | -2.83% | Trim |
| 46 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 47 | EXE | Expand Energy CORP | 0% | NEW | New buy |
| 48 | WFC | Wells Fargo & Co | 0% | -0.56% | Trim |
| 49 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | NEW | New buy |
| 50 | PRM | Perimeter Solutions Inc | 0% | NEW | New buy |
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 Q4 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 23.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $118.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $110.2M
During Q4 2024, Evercore Wealth Management, LLC's top holdings by market value included AAPL (6.6%)、MSFT (5.5%)、NVDA (4.8%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q4 2024, Evercore Wealth Management, LLC made 183 total portfolio adjustments, initiating 23 new buys, adding to 38 positions, trimming 97 holdings, and fully liquidating 25 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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.