Evercore Wealth Management, LLC Incresed Positions in Q4 2024

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
6.05K
+ 0.74%
$161.86 - $196.66 $979K - $1.19M
820K $155M
XLV
Select Sector Spdr Fund Health

ETFs
83.1K
+ 135.12%
$136.28 - $154.74 $11.3M - $12.9M
145K $19.9M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
80.4K
+ 41.96%
$105.85 - $112.84 $8.51M - $9.07M
272K $30M
ANSS
Ansys Inc

Technology
678
+ 0.3%
$313.05 - $361.45 $212K - $245K
229K $77.1M
TJX
Tjx Companies Inc

Consumer Cyclical
1.19K
+ 0.14%
$112.15 - $127.2 $134K - $151K
877K $106M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.42K
+ 4.32%
$521.84 - $558.82 $1.26M - $1.35M
58.5K $31.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
699
+ 0.58%
$567.81 - $607.81 $397K - $425K
121K $70.9M
MCK
Mckesson Corp

Healthcare
730
+ 3.85%
$482.27 - $628.5 $352K - $459K
19.7K $11.2M
CRM
Salesforce, Inc.

Technology
250
+ 0.93%
$270.87 - $367.87 $67.7K - $92K
27.3K $9.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
654
+ 1.18%
$370.24 - $418.94 $242K - $274K
56.2K $22.6M
SCHW
Schwab Charles Corp

Financial Services
17
+ 0.01%
$63.31 - $82.85 $1.08K - $1.41K
175K $13M
MPLX
Mplx LP

Energy
20K
+ 17.85%
$43.77 - $51.66 $875K - $1.03M
132K $6.32M
GNRC
Generac Holdings Inc.

Industrials
17.7K
+ 4.3%
$154.28 - $195.11 $2.73M - $3.46M
430K $66.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.74K
+ 10.82%
$94.43 - $105.47 $542K - $605K
58.8K $5.97M
AXP
American Express CO

Financial Services
343
+ 2.51%
$267.35 - $305.57 $91.7K - $105K
14K $4.16M
IVE
Ishares S&P 500 Value ETF

ETFs
2.81K
+ 19.33%
$189.5 - $206.17 $533K - $580K
17.4K $3.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
335
+ 3.31%
$481.22 - $538.17 $161K - $180K
10.5K $5.35M
VIG
Vanguard Dividend Appreciation

ETFs
2.14K
+ 20.93%
N/A
12.4K $2.26M
EOG
Eog Resources Inc

Energy
4.57K
+ 0.74%
$118.22 - $136.54 $540K - $624K
622K $76.2M
IBM
International Business Machines Corp

Technology
1.74K
+ 3.28%
$204.9 - $238.04 $357K - $414K
54.8K $12M
GLDM
World Gold Trust

ETFs
6.3K
+ 8.22%
$50.76 - $55.23 $320K - $348K
82.9K $4.31M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.7K
+ 584.8%
$26.93 - $84.95 $396K - $1.25M
17.2K $470K
PANW
Palo Alto Networks Inc

Technology
2.32K
+ 148.59%
$181.96 - $405.9 $423K - $943K
3.89K $707K
META
Meta Platforms, Inc.

Communication Services
79
+ 1.11%
$554.08 - $632.68 $43.8K - $50K
7.23K $4.26M
IWB
Ishares Tr Russell 1000 ETF

ETFs
126
+ 0.81%
$311.11 - $335.64 $39.2K - $42.3K
15.6K $5.04M
APO
Apollo Global Management, Inc.

Financial Services
1
+ 0.03%
$131.36 - $178.61 $131 - $179
3.33K $550K
VTI
Vanguard Total Stock Market Et

ETFs
36
+ 0.2%
$280.04 - $302.45 $10.1K - $10.9K
18.2K $5.29M
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.01%
$83.95 - $97.9 $168 - $196
15K $1.38M
SHOP
Shopify Inc.

Technology
5
+ 0.12%
$78.14 - $119.49 $391 - $597
4.15K $440K
PNC
Pnc Financial Services Group, Inc.

Financial Services
152
+ 1.81%
$178.39 - $215.0 $27.1K - $32.7K
8.53K $1.65M
TRV
Travelers Companies, Inc.

Financial Services
9
+ 0.08%
$225.97 - $266.66 $2.03K - $2.4K
10.9K $2.63M
GWW
W.W. Grainger, Inc.

Industrials
50
+ 7.34%
$1023.06 - $1220.93 $51.2K - $61K
731 $770K
OKE
Oneok Inc

Energy
422
+ 18.21%
$92.28 - $117.05 $38.9K - $49.4K
2.74K $274K
BSX
Boston Scientific Corp

Healthcare
5
+ 0.05%
$83.62 - $91.5 $418 - $458
10.7K $951K
SLB
Schlumberger Limited

Energy
2.52K
+ 21.83%
$36.83 - $45.59 $92.8K - $115K
14.1K $539K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.08%
$129.87 - $162.87 $260 - $326
2.62K $387K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
55
+ 0.33%
$563.99 - $620.12 $31K - $34.1K
16.6K $9.47M
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.06%
$449.08 - $504.6 $449 - $505
1.68K $776K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.4K
+ 2.43%
$174.22 - $187.62 $243K - $262K
58.9K $10.3M
VRSK
Verisk Analytics, Inc.

Industrials
1
+ 0.04%
$262.86 - $294.75 $263 - $295
2.27K $625K
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.02%
$49.06 - $57.74 $98.1 - $115
12K $625K
DE
Deere & CO

Industrials
1
+ 0.04%
$389.45 - $466.0 $389 - $466
2.24K $948K
VT
Vanguard Total World Stk Index

ETFs
345
+ 3.03%
$117.09 - $123.07 $40.4K - $42.5K
11.7K $1.38M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.02%
$278.49 - $315.16 $278 - $315
4.89K $1.39M
IEMG
Ishares Inc

ETFs
103
+ 0.45%
N/A
22.9K $1.23M
JCI
Johnson Controls International PLC

Industrials
2
+ 0.06%
$74.23 - $86.6 $148 - $173
3.31K $260K
SCHG
Schwab Strategic Tr Us Large C

ETFs
27.2K
+ 275.25%
$25.93 - $105.3 $706K - $2.87M
37.1K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.01%
$216.13 - $242.4 $432 - $485
38.3K $8.47M
Te Connectivity PLC
1
+ 0.04%
N/A
2.78K $0
Activity Summary
Buys All Purchases 109 New Holdings 27 Increased Positions 82 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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