13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001482689
Total reported value
$7.1B
$7.1B
413 檔
25.0%
During the Q3 2025 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 413 reported positions.
In Q3 2025, Evercore Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 115 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 413 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.40% | +0.10% | -3.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.23% | -0.42% | -1.99% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.05% | +0.04% | -1.59% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.71% | +0.08% | -0.97% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.49% | +0.08% | -0.65% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.38% | -0.25% | -1.67% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 3.34% | -0.18% | -1.81% | |
| 8 | AZO | Autozone Inc | Stock-Consumer Disc | 3.25% | -0.40% | -2.48% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 2.90% | +0.17% | -1.41% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.74% | -0.05% | -1.52% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.20% | -1.92% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.65% | -0.10% | -1.26% | |
| 13 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 2.37% | -0.23% | -1.46% | |
| 14 | WMB | Williams Cos Inc | Stock-Energy | 2.32% | -0.24% | -1.38% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.99% | -0.18% | -1.37% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.98% | -0.16% | -1.23% | |
| 17 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.93% | +0.24% | +0.38% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.87% | -0.17% | -0.54% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.81% | -0.15% | +0.27% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.60% | -0.06% | +3.25% | |
| 21 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.55% | -0.07% | -0.44% | |
| 22 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 1.53% | +0.24% | +0.15% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.25% | -2.06% | |
| 24 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.34% | -0.06% | -2.05% | |
| 25 | CDW | Cdw Corp/de | Stock-Tech | 1.17% | -0.01% | -0.07% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.05% | +0.32% | |
| 27 | PGR | Progressive CORP | Stock-Financials | 1.13% | -0.04% | +15.84% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 1.12% | -0.51% | -2.16% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.07% | -0.74% | +0.94% | |
| 30 | EOG | Eog Resources Inc | Stock-Energy | 1.04% | -0.18% | -1.55% | |
| 31 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.99% | +0.34% | -6.63% | |
| 32 | CROX | Crocs Inc | Stock-Consumer Disc | 0.90% | +0.19% | -7.30% | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.79% | -0.64% | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.24% | +23.52% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | +0.04% | -53.03% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.72% | -0.13% | -4.65% | |
| 37 | ARCC | Ares Capital CORP | Stock-Financials | 0.72% | -0.09% | +43.50% | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.66% | -0.19% | -2.59% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.04% | +0.25% | |
| 40 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.56% | -0.01% | -0.35% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.54% | -0.21% | -58.65% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.51% | -0.03% | -1.78% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.46% | +0.02% | +79.71% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.45% | — | -27.67% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.04% | -1.42% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | — | +0.27% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.12% | -0.63% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.05% | -4.46% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.14% | -11.73% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.31% | +0.16% | +187.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -3.09% | Trim |
| 2 | FIX | Comfort Systems USA Inc | +1.3% | +0.38% | Add |
| 3 | MSFT | Microsoft CORP | +1% | -1.99% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +1% | -0.65% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.92% | Trim |
| 6 | MS | Morgan Stanley | +0.6% | -1.41% | Add |
| 7 | ARCC | Ares Capital CORP | +0.6% | +43.50% | Add |
| 8 | VIK | Viking Holdings Ltd | +0.5% | +0.15% | Add |
| 9 | UBER | Uber Technologies Inc | +0.4% | +3.25% | Add |
| 10 | BX | Blackstone Inc | +0.3% | -1.81% | Trim |
| 11 | VOO | Vanguard S&p 500 ETF | +0.3% | +23.52% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.52% | Trim |
| 13 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +187.86% | Add |
| 14 | GLDM | Spdr Gold Minishares Trust | +0.2% | +132.17% | Add |
| 15 | BLK | Blackrock Inc | +0.2% | -0.54% | Trim |
| 16 | CBRE | Cbre Group Inc - A | +0.2% | -1.46% | Trim |
| 17 | GNRC | Generac Holdings Inc | +0.1% | -6.63% | Trim |
| 18 | ORCL | Oracle CORP | +0.1% | -0.15% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.32% | Add |
| 20 | TSLA | Tesla Inc | +0.1% | +1.14% | Add |
| 21 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.27% | Add |
| 22 | VGK | Vanguard Ftse Europe ETF | +0.1% | +112.83% | Add |
| 23 | PGR | Progressive CORP | +0.1% | +15.84% | Add |
| 24 | IAU | Ishares Gold Trust | +0.1% | -2.59% | Trim |
| 25 | AGG | Ishares Core U.s. Aggregate | +0.1% | +1842.98% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | -0.97% | Trim |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | -0.35% | Add |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | +0.25% | Trim |
| 29 | GLD | Spdr Gold Shares | 0% | -0.63% | Trim |
| 30 | APH | Amphenol Corp-cl A | 0% | -0.44% | Trim |
| 31 | AVGO | Broadcom Inc | 0% | -0.88% | Trim |
| 32 | PLTR | Palantir Technologies Inc-a | 0% | — | Trim |
| 33 | IBM | Intl Business Machines CORP | 0% | -1.04% | Add |
| 34 | JBL | Jabil Inc | 0% | -1.37% | Trim |
| 35 | VWO | Vanguard Ftse Emerging Marke | 0% | +38.12% | Add |
| 36 | RTX | Rtx CORP | 0% | +0.35% | Add |
| 37 | SCHW | Schwab (charles) CORP | 0% | -2.12% | Trim |
| 38 | NEE | Nextera Energy Inc | 0% | +2.42% | Add |
| 39 | NET | Cloudflare Inc - Class A | 0% | -9.71% | Trim |
| 40 | EXE | Expand Energy CORP | 0% | — | Add |
| 41 | TEL | TE Connectivity plc | 0% | +221.51% | Add |
| 42 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 43 | CAT | Caterpillar Inc | 0% | +0.09% | Add |
| 44 | GEV | GE Vernova Inc | 0% | -3.39% | Add |
| 45 | JNJ | Johnson & Johnson | 0% | +301.85% | Add |
| 46 | IBIT | Ishares Bitcoin Trust ETF | 0% | +94.30% | Add |
| 47 | GE | General Electric | 0% | -1.34% | Trim |
| 48 | SNPS | Synopsys Inc | 0% | +255.11% | Add |
| 49 | VEA | Vanguard Ftse Developed ETF | 0% | +1.72% | Add |
| 50 | XLK | Ss Technology Select Sector | 0% | -11.40% | 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 413 disclosed positions in Q3 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 NVDA, MSFT, AAPL) accounted for 25.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
MELI
市值: $54.1M
Top Position Liquidated / Trimmed
AKX
前期市值: $70.0M
During Q3 2025, Evercore Wealth Management, LLC's top holdings by market value included NVDA (6.4%)、MSFT (6.2%)、AAPL (6.0%). The largest single position, NVDA, represented 6.4% of total portfolio value.
In Q3 2025, Evercore Wealth Management, LLC made 191 total portfolio adjustments, initiating 16 new buys, adding to 46 positions, trimming 115 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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.