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CIK: 0001482689
Total reported value
$7.1B
$7.1B
411 檔
20.2%
The Q1 2025 SEC filing reveals that Evercore Wealth Management, LLC held a total portfolio value of $7.1B, covering 411 public equity positions.
In Q1 2025, Evercore Wealth Management, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 411 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.07% | +0.04% | -2.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.19% | -0.42% | -1.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.32% | +0.10% | +5.15% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 3.71% | -0.25% | -3.62% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | +0.08% | -2.01% | |
| 6 | AZO | Autozone Inc | Stock-Consumer Disc | 3.34% | -0.40% | -5.17% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 3.08% | -0.18% | -2.09% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.80% | +0.04% | -3.46% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.71% | -0.10% | -1.58% | |
| 10 | WMB | Williams Cos Inc | Stock-Energy | 2.58% | -0.24% | -2.58% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.51% | +0.08% | -2.39% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | -0.05% | -2.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.50% | -0.16% | +4.38% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 2.33% | +0.17% | -2.54% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.32% | -0.18% | -2.81% | |
| 16 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 2.22% | -0.23% | -4.26% | |
| 17 | CB | Chubb Limited | Stock-Financials | 2.15% | -0.15% | -2.24% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.20% | -1.57% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.88% | -0.21% | -2.23% | |
| 20 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.77% | -0.07% | +4.22% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.72% | -0.25% | -1.11% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 1.71% | -0.17% | -2.76% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.68% | -0.13% | -2.18% | |
| 24 | AMT | American Tower CORP | Stock-Real Estate | 1.53% | -0.51% | -3.57% | |
| 25 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.39% | -0.06% | -3.79% | |
| 26 | CROX | Crocs Inc | Stock-Consumer Disc | 1.36% | +0.19% | +7.68% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.33% | -0.74% | -7.59% | |
| 28 | CDW | Cdw Corp/de | Stock-Tech | 1.31% | -0.01% | -2.72% | |
| 29 | EOG | Eog Resources Inc | Stock-Energy | 1.27% | -0.18% | -0.61% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 1.16% | -0.06% | +23759.50% | |
| 31 | AKX | Ansys Inc | Stock-Other | 1.12% | — | -3.31% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 1.07% | -0.04% | +1232.48% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 1.05% | — | +10.15% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | +0.05% | -4.54% | |
| 35 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 1.01% | +0.24% | +29.59% | |
| 36 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.86% | +0.34% | -1.51% | |
| 37 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.71% | — | -31.96% | |
| 38 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.66% | +0.24% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.04% | -1.74% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.60% | -0.19% | -2.68% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.58% | -0.03% | -2.22% | |
| 42 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.51% | -0.01% | +6.15% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.24% | +4.84% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.04% | -2.87% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.05% | -1.76% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.14% | -14.80% | |
| 47 | ROP | Roper Technologies Inc | Stock-Tech | 0.43% | -0.06% | -9.55% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.12% | -3.21% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | — | +2.08% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.06% | -81.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | MA | Mastercard Inc - A | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | AZO | Autozone Inc | — | NEW | New buy |
| 7 | BX | Blackstone Inc | — | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 9 | HD | Home Depot Inc | — | NEW | New buy |
| 10 | WMB | Williams Cos Inc | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 14 | MS | Morgan Stanley | — | NEW | New buy |
| 15 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 16 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 17 | CB | Chubb Limited | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | ACN | Accenture plc | — | NEW | New buy |
| 20 | BLDR | Builders Firstsource Inc | — | NEW | New buy |
| 21 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 22 | BLK | Blackrock Inc | — | NEW | New buy |
| 23 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 24 | AMT | American Tower CORP | — | NEW | New buy |
| 25 | DLN | Wisdomtree US Largecap Divid | — | NEW | New buy |
| 26 | CROX | Crocs Inc | — | NEW | New buy |
| 27 | ADBE | Adobe Inc | — | NEW | New buy |
| 28 | CDW | Cdw Corp/de | — | NEW | New buy |
| 29 | EOG | Eog Resources Inc | — | NEW | New buy |
| 30 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 31 | AKX | Ansys Inc | — | NEW | New buy |
| 32 | PGR | Progressive CORP | — | NEW | New buy |
| 33 | FISV | Fiserv Inc | — | NEW | New buy |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 35 | VIK | Viking Holdings Ltd | — | NEW | New buy |
| 36 | GNRC | Generac Holdings Inc | — | NEW | New buy |
| 37 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 38 | FIX | Comfort Systems USA Inc | — | NEW | New buy |
| 39 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 40 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 41 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 42 | DXJ | Wisdomtree Japan Hedged Eq | — | NEW | New buy |
| 43 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 44 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | CVX | Chevron CORP | — | NEW | New buy |
| 47 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 48 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 49 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 50 | ABT | Abbott Laboratories | — | 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 411 disclosed positions in Q1 2025.
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 20.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $378.1M
During Q1 2025, Evercore Wealth Management, LLC's top holdings by market value included AAPL (6.1%)、MSFT (5.2%)、NVDA (4.3%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q1 2025, Evercore Wealth Management, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 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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