Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025

Evercore Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.56 Billion distributed in 733 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $436M, Microsoft Corp with a value of $424M, Apple Inc. with a value of $412M, Amazon Com Inc with a value of $253M, and Alphabet Inc. with a value of $238M.

Examining the 13F form we can see an increase of $367M in the current position value, from $6.2B to 6.56B.

Evercore Wealth Management, LLC is based out at New York, NY

Below you can find more details about Evercore Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.56 Billion
Technology: $1.73 Billion
Financial Services: $1.31 Billion
Consumer Cyclical: $875 Million
ETFs: $698 Million
Communication Services: $442 Million
Industrials: $416 Million
Healthcare: $341 Million
Energy: $283 Million
Other: $465 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$436 Million 6.65% of portfolio
2,338,533
Q3 2025 Reduced 3.09%
$3.78T
$424 Million 6.47% of portfolio
819,395
Q3 2025 Reduced 1.99%
$4.3T
$412 Million 6.28% of portfolio
1,619,311
Q3 2025 Reduced 1.59%
$2.39T
$253 Million 3.85% of portfolio
1,152,251
Q3 2025 Reduced 0.97%
$1.74T
$238 Million 3.63% of portfolio
977,185
Q3 2025 Reduced 0.65%
$512B
$231 Million 3.51% of portfolio
405,527
Q3 2025 Reduced 1.67%
$98.1B
$228 Million 3.47% of portfolio
1,333,651
Q3 2025 Reduced 1.81%
$73.2B
$221 Million 3.37% of portfolio
51,590
Q3 2025 Reduced 2.48%
$270B
$198 Million 3.01% of portfolio
1,244,132
Q3 2025 Reduced 1.41%
$1.65T
$186 Million 2.84% of portfolio
766,671
Q3 2025 Reduced 1.92%
$881B
$186 Million 2.84% of portfolio
591,010
Q3 2025 Reduced 1.52%
$367B
$180 Million 2.75% of portfolio
445,080
Q3 2025 Reduced 1.26%
$49.4B
$161 Million 2.46% of portfolio
1,023,385
Q3 2025 Reduced 1.46%
$74.3B
$158 Million 2.41% of portfolio
2,498,218
Q3 2025 Reduced 1.38%
$222B
$136 Million 2.07% of portfolio
280,298
Q3 2025 Reduced 1.37%
$662B
$135 Million 2.06% of portfolio
268,325
Q3 2025 Reduced 1.23%
$123B
$123 Million 1.88% of portfolio
436,609
Q3 2025 Added 0.27%
$181B
$109 Million 1.66% of portfolio
1,109,748
Q3 2025 Added 3.25%
$16.1B
$105 Million 1.61% of portfolio
870,088
Q3 2025 Reduced 0.44%
$404B
$94.2 Million 1.43% of portfolio
101,742
Q3 2025 Reduced 2.06%
$0
$91.4 Million 1.39% of portfolio
1,050,411
Q3 2025 Reduced 2.05%
$19.6B
$79.8 Million 1.22% of portfolio
501,141
Q3 2025 Reduced 0.07%
$0
$77.2 Million 1.18% of portfolio
115,895
Q3 2025 Added 0.32%
$132B
$77 Million 1.17% of portfolio
311,744
Q3 2025 Added 15.84%
$84B
$76.3 Million 1.16% of portfolio
396,800
Q3 2025 Reduced 2.16%
$151B
$73 Million 1.11% of portfolio
207,026
Q3 2025 Added 0.94%
$64.7B
$70.6 Million 1.08% of portfolio
629,372
Q3 2025 Reduced 1.55%
$9.65B
$67.5 Million 1.03% of portfolio
403,504
Q3 2025 Reduced 6.63%
$4.52B
$61.5 Million 0.94% of portfolio
736,229
Q3 2025 Reduced 7.3%
$103B
$54.1 Million 0.82% of portfolio
23,137
Q3 2025 New
$0
$51.7 Million 0.79% of portfolio
84,377
Q3 2025 Added 23.52%
$300B
$50.3 Million 0.77% of portfolio
145,535
Q3 2025 Reduced 53.03%
$170B
$48.9 Million 0.75% of portfolio
338,394
Q3 2025 Reduced 4.65%
$0
$48.8 Million 0.74% of portfolio
2,391,286
Q3 2025 Added 43.5%
$65.3B
$45.1 Million 0.69% of portfolio
619,495
Q3 2025 Reduced 2.59%
$0
$44.6 Million 0.68% of portfolio
66,594
Q3 2025 Added 0.25%
$0
$38.1 Million 0.58% of portfolio
297,872
Q3 2025 Reduced 0.35%
$152B
$37.1 Million 0.56% of portfolio
150,337
Q3 2025 Reduced 58.65%
$86.1B
$34.6 Million 0.53% of portfolio
100,023
Q3 2025 Reduced 1.78%
$0
$31.2 Million 0.48% of portfolio
614,328
Q3 2025 Added 79.71%
$522B
$30.3 Million 0.46% of portfolio
163,628
Q3 2025 Reduced 1.42%
$79.5B
$29.8 Million 0.45% of portfolio
238,221
Q3 2025 Reduced 27.67%
$0
$27.3 Million 0.42% of portfolio
58,381
Q3 2025 Added 0.27%
$130B
$26.8 Million 0.41% of portfolio
75,393
Q3 2025 Reduced 0.63%
$971B
$26.2 Million 0.4% of portfolio
34,343
Q3 2025 Reduced 4.46%
$303B
$22.5 Million 0.34% of portfolio
144,988
Q3 2025 Reduced 11.73%
$0
$21.4 Million 0.33% of portfolio
299,421
Q3 2025 Added 187.86%
$47.7B
$20.7 Million 0.31% of portfolio
41,427
Q3 2025 Reduced 1.36%
$414B
$19.8 Million 0.3% of portfolio
85,370
Q3 2025 Reduced 0.85%

Summary

  • Portfolio
  • No. of Stocks 733
  • Current Value $6.56 Billion
  • Prior Value $6.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 186 stocks
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