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CIK: 0001482689
Total reported value
$7.1B
$7.1B
406 檔
22.9%
According to the latest 13F quarterly dataset, Evercore Wealth Management, LLC managed an equity portfolio of $7.1B at the end of Q2 2025, spanning 406 distinct U.S. exchange-listed positions.
In Q2 2025, Evercore Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 118 positions and completely liquidating 17 holdings to manage risk exposure.
Showing top 200 holdings (of 406 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.47% | -0.42% | -2.88% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.93% | +0.10% | -2.86% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.25% | +0.04% | -3.33% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.97% | +0.08% | -2.72% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.60% | -0.25% | -2.06% | |
| 6 | BX | Blackstone Inc | Stock-Financials | 3.16% | -0.18% | -0.87% | |
| 7 | AZO | Autozone Inc | Stock-Consumer Disc | 3.05% | -0.40% | -3.00% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 2.76% | +0.17% | +1.61% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.71% | +0.08% | -1.58% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.70% | -0.05% | -5.68% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.57% | -0.10% | -2.10% | |
| 12 | WMB | Williams Cos Inc | Stock-Energy | 2.47% | -0.24% | -5.86% | |
| 13 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 2.26% | -0.23% | -1.68% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | +0.20% | -3.12% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.05% | -0.16% | -6.86% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.96% | -0.15% | -1.85% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.80% | -0.17% | -2.08% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.79% | -0.18% | -1.90% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.69% | -0.21% | -2.94% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.60% | -0.25% | -8.24% | |
| 21 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.59% | -0.07% | -0.80% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.56% | -0.06% | +8.26% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.50% | +0.04% | -6.88% | |
| 24 | AMT | American Tower CORP | Stock-Real Estate | 1.39% | -0.51% | -7.24% | |
| 25 | CDW | Cdw Corp/de | Stock-Tech | 1.39% | -0.01% | -1.64% | |
| 26 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 1.39% | +0.24% | +6.00% | |
| 27 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.37% | -0.06% | -1.71% | |
| 28 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.32% | +0.24% | +25.40% | |
| 29 | CROX | Crocs Inc | Stock-Consumer Disc | 1.25% | +0.19% | -0.21% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 1.23% | -0.74% | -4.66% | |
| 31 | EOG | Eog Resources Inc | Stock-Energy | 1.19% | -0.18% | +3.40% | |
| 32 | AKX | Ansys Inc | Stock-Other | 1.18% | — | -2.61% | |
| 33 | PGR | Progressive CORP | Stock-Financials | 1.12% | -0.04% | +14.74% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.05% | +0.09% | |
| 35 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.96% | +0.34% | +2.02% | |
| 36 | FISV | Fiserv Inc | Stock-Other | 0.88% | — | +11.71% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | -0.13% | -58.63% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.04% | -0.95% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.62% | -0.19% | +0.75% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.24% | +11.38% | |
| 41 | ARCC | Ares Capital CORP | Stock-Financials | 0.57% | -0.09% | +241.83% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.54% | -0.03% | -1.80% | |
| 43 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.53% | -0.01% | +3.53% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.05% | -1.64% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.04% | -10.23% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | — | +1.53% | |
| 47 | ROP | Roper Technologies Inc | Stock-Tech | 0.37% | -0.06% | -6.61% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.14% | -4.65% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.12% | -1.03% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | — | +13.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -2.86% | Trim |
| 2 | MSFT | Microsoft CORP | +1.3% | -2.88% | Trim |
| 3 | FIX | Comfort Systems USA Inc | +0.7% | +25.40% | Add |
| 4 | MS | Morgan Stanley | +0.4% | +1.61% | Add |
| 5 | UBER | Uber Technologies Inc | +0.4% | +8.26% | Add |
| 6 | ARCC | Ares Capital CORP | +0.4% | +241.83% | Add |
| 7 | VIK | Viking Holdings Ltd | +0.4% | +6.00% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | -2.72% | Trim |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -1.58% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -5.68% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.12% | Trim |
| 13 | GNRC | Generac Holdings Inc | +0.1% | +2.02% | Add |
| 14 | BLK | Blackrock Inc | +0.1% | -2.08% | Trim |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.38% | Add |
| 16 | BX | Blackstone Inc | +0.1% | -0.87% | Trim |
| 17 | CDW | Cdw Corp/de | +0.1% | -1.64% | Trim |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.09% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | -1.69% | Trim |
| 20 | AKX | Ansys Inc | +0.1% | -2.61% | Trim |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +13.81% | Add |
| 22 | PGR | Progressive CORP | +0.1% | +14.74% | Add |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.53% | Add |
| 24 | GLDM | Spdr Gold Minishares Trust | +0.1% | +77.15% | Add |
| 25 | CBRE | Cbre Group Inc - A | 0% | -1.68% | Trim |
| 26 | JBL | Jabil Inc | 0% | — | Unchanged |
| 27 | TSLA | Tesla Inc | 0% | +12.94% | Add |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | -0.95% | Trim |
| 29 | SCHW | Schwab (charles) CORP | 0% | -0.61% | Trim |
| 30 | VEU | Vanguard Ftse All-world Ex-u | 0% | +23.21% | Add |
| 31 | NET | Cloudflare Inc - Class A | 0% | -15.43% | Trim |
| 32 | VGK | Vanguard Ftse Europe ETF | 0% | +90.82% | Add |
| 33 | IAU | Ishares Gold Trust | 0% | +0.75% | Add |
| 34 | DXJ | Wisdomtree Japan Hedged Eq | 0% | +3.53% | Add |
| 35 | APH | Amphenol Corp-cl A | 0% | -0.38% | Trim |
| 36 | XLK | Ss Technology Select Sector | 0% | -0.12% | Trim |
| 37 | AVGO | Broadcom Inc | 0% | -24.50% | Trim |
| 38 | NFLX | Netflix Inc | 0% | -1.67% | Trim |
| 39 | PLTR | Palantir Technologies Inc-a | 0% | -5.68% | Trim |
| 40 | EFA | Ishares Msci Eafe ETF | 0% | -0.55% | Trim |
| 41 | TXN | Texas Instruments Inc | 0% | -2.81% | Trim |
| 42 | GEV | GE Vernova Inc | 0% | +23.04% | Add |
| 43 | VEA | Vanguard Ftse Developed ETF | 0% | +1.25% | Add |
| 44 | GLD | Spdr Gold Shares | 0% | -1.03% | Trim |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 46 | NEE | Nextera Energy Inc | 0% | +11.14% | Add |
| 47 | RTX | Rtx CORP | 0% | -0.35% | Trim |
| 48 | META | Meta Platforms Inc-class A | 0% | -5.27% | Trim |
| 49 | RSP | Invesco S&p 500 Equal Weight | 0% | +3.22% | Add |
| 50 | WMT | Walmart Inc | 0% | +0.01% | 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 406 disclosed positions in Q2 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 MSFT, NVDA, AAPL) accounted for 22.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
JAAA
市值: $17.3M
Top Position Liquidated / Trimmed
TDG
前期市值: $1.3M
During Q2 2025, Evercore Wealth Management, LLC's top holdings by market value included MSFT (6.5%)、NVDA (5.9%)、AAPL (5.3%). The largest single position, MSFT, represented 6.5% of total portfolio value.
In Q2 2025, Evercore Wealth Management, LLC made 187 total portfolio adjustments, initiating 16 new buys, adding to 36 positions, trimming 118 holdings, and fully liquidating 17 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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