Evercore Wealth Management, LLC Incresed Positions in Q3 2025

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
610
+ 0.38%
$521.66 - $825.18 $318K - $503K
159K $131M
VEU
Vanguard Ftse All World Ex Us

ETFs
195K
+ 187.86%
$66.38 - $71.68 $13M - $14M
299K $21.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
272K
+ 79.71%
$50.53 - $50.82 $13.8M - $13.8M
614K $31.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.1K
+ 23.52%
$567.77 - $614.76 $9.12M - $9.88M
84.4K $51.7M
ARCC
Ares Capital Corp

Financial Services
725K
+ 43.5%
$20.41 - $23.25 $14.8M - $16.9M
2.39M $48.8M
GLDM
World Gold Trust

ETFs
143K
+ 132.17%
$64.73 - $76.45 $9.28M - $11M
252K $19.2M
UBER
Uber Technologies, Inc

Technology
34.9K
+ 3.25%
$86.91 - $99.57 $3.04M - $3.48M
1.11M $109M
SPY
Spdr S&P 500 ETF Trust

ETFs
369
+ 0.32%
$617.65 - $666.84 $228K - $246K
116K $77.2M
PGR
Progressive Corp

Financial Services
42.6K
+ 15.84%
$238.61 - $264.3 $10.2M - $11.3M
312K $77M
TSLA
Tesla, Inc.

Consumer Cyclical
341
+ 1.14%
$293.94 - $444.72 $100K - $152K
30.3K $13.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
42.8K
+ 112.83%
$75.26 - $80.19 $3.22M - $3.43M
80.7K $6.44M
IVV
Ishares Core S&P 500 ETF

ETFs
165
+ 0.25%
$620.67 - $670.08 $102K - $111K
66.6K $44.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
156
+ 0.27%
$420.11 - $472.68 $65.5K - $73.7K
58.4K $27.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
36K
+ 38.12%
$49.43 - $54.52 $1.78M - $1.96M
130K $7.06M
RTX
Raytheon Technologies Corp

Industrials
236
+ 0.35%
$144.19 - $167.33 $34K - $39.5K
67.9K $11.4M
NEE
Nextera Energy Inc

Utilities
3.96K
+ 2.42%
$69.77 - $77.54 $276K - $307K
168K $12.7M
JCI
Johnson Controls International PLC

Industrials
9.97K
+ 301.85%
$103.24 - $111.73 $1.03M - $1.11M
13.3K $1.46M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 9.09%
$692600.0 - $759798.0 $693K - $760K
12 $9.05M
CAT
Caterpillar Inc

Industrials
9
+ 0.09%
$390.92 - $477.15 $3.52K - $4.29K
9.73K $4.64M
VEA
Vanguard Ftse Developed Market

ETFs
3.56K
+ 1.72%
$56.02 - $60.3 $199K - $215K
210K $12.6M
SNPS
Synopsys Inc

Technology
1.67K
+ 255.11%
$387.78 - $645.35 $648K - $1.08M
2.33K $1.15M
ALL
Allstate Corp

Financial Services
3.28K
+ 171.02%
$192.0 - $214.65 $629K - $703K
5.19K $1.11M
SLV
I Shares Silver Trust

ETFs
5K
+ 13.49%
$32.73 - $42.5 $164K - $213K
42.1K $1.78M
GS
Goldman Sachs Group Inc

Financial Services
125
+ 2.45%
$696.56 - $806.32 $87.1K - $101K
5.23K $4.16M
GLW
Corning Inc

Technology
74
+ 0.43%
$51.6 - $82.03 $3.82K - $6.07K
17.3K $1.42M
BA
Boeing CO

Industrials
1.9K
+ 19.31%
$209.79 - $237.38 $399K - $451K
11.7K $2.53M
IWB
Ishares Tr Russell 1000 ETF

ETFs
128
+ 0.82%
$339.37 - $366.46 $43.4K - $46.9K
15.7K $5.73M
COF
Capital One Financial Corp

Financial Services
1.98K
+ 103.82%
$207.29 - $229.74 $411K - $456K
3.9K $827K
GILD
Gilead Sciences, Inc.

Healthcare
3.73K
+ 37.72%
$108.22 - $120.47 $403K - $449K
13.6K $1.51M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.06K
+ 40.34%
$74.93 - $80.73 $304K - $328K
14.1K $1.14M
AXP
American Express CO

Financial Services
549
+ 4.04%
$294.27 - $342.31 $162K - $188K
14.1K $4.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
100
+ 0.27%
$108.46 - $120.63 $10.8K - $12.1K
36.7K $4.36M
BAC
Bank Of America Corp

Financial Services
2.29K
+ 4.67%
$44.92 - $52.42 $103K - $120K
51.3K $2.65M
WFC
Wells Fargo & Company

Financial Services
1.4K
+ 3.78%
$77.05 - $85.16 $108K - $119K
38.5K $3.22M
TRV
Travelers Companies, Inc.

Financial Services
383
+ 3.77%
$250.62 - $279.43 $96K - $107K
10.5K $2.94M
BK
Bank Of New York Mellon Corp

Financial Services
1.4K
+ 35.78%
$90.65 - $109.75 $127K - $154K
5.31K $578K
JEF
Jefferies Financial Group Inc.

Financial Services
645
+ 4.92%
$54.67 - $70.36 $35.3K - $45.4K
13.8K $899K
DELL
Dell Technologies Inc.

Technology
462
+ 8.03%
$120.96 - $141.77 $55.9K - $65.5K
6.22K $881K
XAR
Spdr S&P Aerospace & Defense E

ETFs
120
+ 1.96%
$205.52 - $234.96 $24.7K - $28.2K
6.24K $1.47M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
446
+ 9.77%
$50.79 - $76.4 $22.7K - $34.1K
5.01K $382K
MO
Altria Group, Inc.

Consumer Defensive
411
+ 3.21%
$57.75 - $67.68 $23.7K - $27.8K
13.2K $871K
XLI
Industrial Sector Spdr

ETFs
25
+ 0.15%
$147.94 - $154.99 $3.7K - $3.87K
16.5K $2.55M
DD
Du Pont De Nemours, Inc.

Basic Materials
316
+ 3.31%
$69.9 - $78.26 $22.1K - $24.7K
9.87K $768K
TECH
Bio Techne Corp

Healthcare
1.35K
+ 24.24%
$49.87 - $58.78 $67.5K - $79.5K
6.94K $385K
XLE
Energy Sector Spdr

ETFs
253
+ 1.78%
$84.25 - $91.99 $21.3K - $23.3K
14.4K $1.29M
C
Citigroup Inc

Financial Services
48
+ 1.1%
$85.57 - $103.49 $4.11K - $4.97K
4.43K $449K
TMUS
T Mobile Us, Inc.

Communication Services
252
+ 10.05%
$226.02 - $259.01 $57K - $65.3K
2.76K $660K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.13%
$408.73 - $490.3 $817 - $981
1.53K $697K
GBDC
Golub Capital Bdc, Inc.

Financial Services
7.14K
+ 14.32%
$13.69 - $15.48 $97.7K - $110K
57K $780K
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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