Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024

Evercore Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.47 Billion distributed in 744 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $438M, Microsoft Corp with a value of $367M, Nvidia Corp with a value of $317M, Amazon Com Inc with a value of $268M, and Blackstone Inc. with a value of $241M.

Examining the 13F form we can see an decrease of $185M in the current position value, from $6.66B to 6.47B.

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 $6.47 Billion
Technology: $1.68 Billion
Financial Services: $1.14 Billion
Consumer Cyclical: $980 Million
Healthcare: $561 Million
ETFs: $556 Million
Communication Services: $369 Million
Industrials: $311 Million
Energy: $286 Million
Other: $583 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$438 Million 6.77% of portfolio
1,749,350
Q4 2024 Reduced 0.85%
$2.97T
$367 Million 5.67% of portfolio
870,960
Q4 2024 Reduced 0.32%
$316B
$317 Million 4.9% of portfolio
2,362,556
Q4 2024 Reduced 1.67%
$2.17T
$268 Million 4.14% of portfolio
1,220,590
Q4 2024 Reduced 0.1%
$111B
$241 Million 3.73% of portfolio
1,399,444
Q4 2024 Reduced 4.92%
$538B
$230 Million 3.56% of portfolio
436,895
Q4 2024 Reduced 0.44%
$1.08T
$195 Million 3.01% of portfolio
1,023,871
Q4 2024 Reduced 0.67%
$65B
$184 Million 2.85% of portfolio
57,512
Q4 2024 Reduced 0.65%
$403B
$182 Million 2.81% of portfolio
467,793
Q4 2024 Reduced 0.04%
$440B
$174 Million 2.69% of portfolio
344,650
Q4 2024 Reduced 0.87%
$220B
$160 Million 2.48% of portfolio
1,274,422
Q4 2024 Reduced 0.65%
$755B
$156 Million 2.41% of portfolio
650,873
Q4 2024 Reduced 0.8%
$211B
$155 Million 2.4% of portfolio
298,083
Q4 2024 Reduced 0.3%
$1.05T
$155 Million 2.4% of portfolio
819,701
Q4 2024 Added 0.74%
$68.5B
$149 Million 2.31% of portfolio
2,762,209
Q4 2024 Reduced 0.75%
$44.5B
$145 Million 2.24% of portfolio
1,103,209
Q4 2024 Reduced 6.42%
$650B
$127 Million 1.96% of portfolio
279,442
Q4 2024 Reduced 1.37%
$115B
$125 Million 1.94% of portfolio
453,852
Q4 2024 Added 0.65%
$22B
$121 Million 1.87% of portfolio
845,326
Q4 2024 Added 1.0%
$142B
$106 Million 1.64% of portfolio
877,000
Q4 2024 Added 0.14%
$467B
$105 Million 1.62% of portfolio
114,472
Q4 2024 Reduced 1.15%
$206B
$104 Million 1.6% of portfolio
232,786
Q4 2024 Reduced 0.36%
$24.7B
$91.2 Million 1.41% of portfolio
524,066
Q4 2024 Reduced 2.25%
$0
$88.2 Million 1.36% of portfolio
1,134,076
Q4 2024 Added 0.31%
$238B
$88 Million 1.36% of portfolio
777,664
Q4 2024 Reduced 0.96%
$94.9B
$83.2 Million 1.29% of portfolio
453,370
Q4 2024 Added 1.03%
$6.36B
$81 Million 1.25% of portfolio
739,109
Q4 2024 Added 8.95%
$229B
$78.3 Million 1.21% of portfolio
270,267
Q4 2024 Reduced 14.25%
$28.7B
$78.6 Million 1.21% of portfolio
355,578
Q4 2024 Reduced 1.1%
$28.8B
$77.1 Million 1.19% of portfolio
228,612
Q4 2024 Added 0.3%
$77B
$76.2 Million 1.18% of portfolio
622,024
Q4 2024 Added 0.74%
$0
$70.9 Million 1.1% of portfolio
120,911
Q4 2024 Added 0.58%
$8.86B
$66.7 Million 1.03% of portfolio
430,068
Q4 2024 Added 4.3%
$0
$40.2 Million 0.62% of portfolio
68,251
Q4 2024 Reduced 0.53%
$7.02B
$37.6 Million 0.58% of portfolio
1,183,548
Q4 2024 Reduced 2.87%
$91.5B
$36.1 Million 0.56% of portfolio
106,061
Q4 2024 Added 0.17%
$79.5B
$33.5 Million 0.52% of portfolio
267,653
Q4 2024 New
$46.6B
$32.1 Million 0.5% of portfolio
648,598
Q4 2024 Reduced 0.73%
$5.9B
$31.5 Million 0.49% of portfolio
454,493
Q4 2024 Reduced 32.64%
$0
$31.5 Million 0.49% of portfolio
58,502
Q4 2024 Added 4.32%
$0
$30 Million 0.46% of portfolio
271,973
Q4 2024 Added 41.96%
$306B
$29.3 Million 0.45% of portfolio
202,193
Q4 2024 Reduced 41.9%
$857B
$28.7 Million 0.44% of portfolio
37,199
Q4 2024 Reduced 0.18%
$434B
$27.5 Million 0.43% of portfolio
190,344
Q4 2024 Reduced 2.44%
$62.3B
$25.8 Million 0.4% of portfolio
49,717
Q4 2024 Reduced 6.77%
$0
$22.6 Million 0.35% of portfolio
1,033,109
Q4 2024 Reduced 0.14%
$0
$22.6 Million 0.35% of portfolio
56,181
Q4 2024 Added 1.18%
$0
$19.9 Million 0.31% of portfolio
144,671
Q4 2024 Added 135.12%
$92.7B
$19.2 Million 0.3% of portfolio
79,208
Q4 2024 Reduced 0.51%

Summary

  • Portfolio
  • No. of Stocks 744
  • Current Value $6.47 Billion
  • Prior Value $6.66 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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