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CIK: 0001482689
Total reported value
$7.1B
$7.1B
420 檔
25.6%
According to the latest 13F quarterly dataset, Evercore Wealth Management, LLC managed an equity portfolio of $7.1B at the end of Q4 2025, spanning 420 distinct U.S. exchange-listed positions.
In Q4 2025, Evercore Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 117 positions and completely liquidating 18 holdings to manage risk exposure.
Showing top 200 holdings (of 420 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.28% | +0.04% | -2.64% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.19% | +0.10% | -3.15% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.75% | -0.42% | -0.96% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.38% | +0.08% | -2.47% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.87% | +0.08% | -0.65% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.45% | +0.20% | -2.00% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.34% | -0.25% | -1.57% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 3.16% | +0.17% | -2.21% | |
| 9 | BX | Blackstone Inc | Stock-Financials | 2.97% | -0.18% | -1.24% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.77% | -0.05% | -0.68% | |
| 11 | AZO | Autozone Inc | Stock-Consumer Disc | 2.58% | -0.40% | +0.72% | |
| 12 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 2.35% | -0.23% | -2.58% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.33% | -0.18% | -1.98% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.22% | -0.10% | -1.07% | |
| 15 | WMB | Williams Cos Inc | Stock-Energy | 2.17% | -0.24% | -1.57% | |
| 16 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.12% | +0.24% | -2.54% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.96% | -0.15% | -1.63% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.96% | -0.16% | -0.70% | |
| 19 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 1.73% | +0.24% | -1.38% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.70% | -0.17% | -0.88% | |
| 21 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.33% | -0.06% | -1.58% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.30% | -0.06% | -2.00% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.25% | -0.50% | |
| 24 | BLDR | Builders Firstsource Inc | Stock-Industrials | 1.24% | -0.07% | -5.82% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | +0.05% | +0.56% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 1.08% | -0.74% | +1.74% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.24% | +28.77% | |
| 28 | PGR | Progressive CORP | Stock-Financials | 0.93% | -0.04% | -11.06% | |
| 29 | AMT | American Tower CORP | Stock-Real Estate | 0.92% | -0.51% | -9.90% | |
| 30 | CDW | Cdw Corp/de | Stock-Tech | 0.91% | -0.01% | -8.70% | |
| 31 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.88% | +0.40% | — | |
| 32 | ARCC | Ares Capital CORP | Stock-Financials | 0.87% | -0.09% | +22.88% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.85% | -0.18% | -12.25% | |
| 34 | CROX | Crocs Inc | Stock-Consumer Disc | 0.80% | +0.19% | -13.30% | |
| 35 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.79% | +0.34% | -2.10% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.04% | +18.04% | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.74% | -0.19% | +1.00% | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.70% | -0.64% | +2.04% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.69% | -0.13% | -9.55% | |
| 40 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.61% | -0.01% | -2.76% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.05% | +1.46% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.53% | +0.02% | +15.51% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.04% | -25.78% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.52% | -0.21% | -11.67% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.04% | -4.47% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.47% | -0.03% | -1.20% | |
| 47 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.44% | -0.09% | +40.57% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.12% | -2.07% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | — | +5.64% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.41% | +0.16% | +28.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -2.47% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -2.00% | Trim |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.3% | -1.98% | Trim |
| 4 | MS | Morgan Stanley | +0.3% | -2.21% | Trim |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +28.77% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -2.64% | Trim |
| 7 | VIK | Viking Holdings Ltd | +0.2% | -1.38% | Trim |
| 8 | FIX | Comfort Systems USA Inc | +0.2% | -2.54% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.2% | +1.46% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.65% | Trim |
| 11 | GLDM | Spdr Gold Minishares Trust | +0.2% | +40.57% | Add |
| 12 | CB | Chubb Limited | +0.2% | -1.63% | Trim |
| 13 | ARCC | Ares Capital CORP | +0.2% | +22.88% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +18.04% | Add |
| 15 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +28.00% | Add |
| 16 | IAU | Ishares Gold Trust | +0.1% | +1.00% | Add |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +15.51% | Add |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +309.68% | Add |
| 19 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | -2.76% | Trim |
| 20 | TSLA | Tesla Inc | 0% | +20.31% | Add |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +240.33% | Add |
| 22 | GLD | Spdr Gold Shares | 0% | -2.07% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -0.68% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.56% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | +5.64% | Add |
| 26 | CSCO | Cisco Systems Inc | 0% | +2.05% | Add |
| 27 | JNJ | Johnson & Johnson | 0% | -4.47% | Trim |
| 28 | MRK | Merck & Co. Inc. | 0% | -1.53% | Trim |
| 29 | AMAT | Applied Materials Inc | 0% | -0.13% | Trim |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | +4.22% | Add |
| 31 | AMGN | Amgen Inc | 0% | -0.31% | Trim |
| 32 | NEE | Nextera Energy Inc | 0% | +3.01% | Add |
| 33 | EFA | Ishares Msci Eafe ETF | 0% | +3.61% | Add |
| 34 | CVX | Chevron CORP | 0% | +6.18% | Add |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | +8.47% | Add |
| 36 | SCHW | Schwab (charles) CORP | 0% | -0.03% | Trim |
| 37 | XLV | Ss Health Care Select Sector | 0% | -0.15% | Trim |
| 38 | ADBE | Adobe Inc | 0% | +1.74% | Add |
| 39 | DHR | Danaher CORP | 0% | +0.08% | Add |
| 40 | APH | Amphenol Corp-cl A | 0% | -0.25% | Trim |
| 41 | TGT | Target CORP | 0% | +47.88% | Add |
| 42 | MCK | Mckesson CORP | 0% | -0.44% | Trim |
| 43 | WMT | Walmart Inc | 0% | -0.45% | Trim |
| 44 | CRM | Salesforce Inc | 0% | -1.96% | Trim |
| 45 | VWO | Vanguard Ftse Emerging Marke | 0% | +8.97% | Add |
| 46 | CAT | Caterpillar Inc | 0% | -7.98% | Trim |
| 47 | MU | Micron Technology Inc | 0% | +4.07% | Add |
| 48 | IBM | Intl Business Machines CORP | 0% | -2.02% | Trim |
| 49 | AXP | American Express Co | 0% | -1.84% | Trim |
| 50 | GS | Goldman Sachs Group Inc | 0% | -0.55% | 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 420 disclosed positions in Q4 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, NVDA, MSFT) accounted for 25.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SN
市值: $60.2M
Top Position Liquidated / Trimmed
FISV
前期市值: $30.7M
During Q4 2025, Evercore Wealth Management, LLC's top holdings by market value included AAPL (6.3%)、NVDA (6.2%)、MSFT (5.8%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 2025, Evercore Wealth Management, LLC made 186 total portfolio adjustments, initiating 16 new buys, adding to 35 positions, trimming 117 holdings, and fully liquidating 18 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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