Evercore Wealth Management, LLC New Holdings in Q4 2024

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
268K
New
N/A
268K $33.5M
KMI
Kinder Morgan, Inc.

Energy
53.1K
New
$22.59 - $28.54 $1.2M - $1.52M
53.1K $1.45M
FNDA
Schwab Fundamental U S Small C

ETFs
15.6K
New
$29.26 - $59.11 $455K - $920K
15.6K $462K
CHK
Chesapeake Energy Corp

Energy
5.04K
New
$81.46 - $87.57 $410K - $441K
5.04K $431K
VGIT
Vanguard Intermediate Term Tre

ETFs
5.2K
New
$57.78 - $60.4 $300K - $314K
5.2K $301K
TPR
Tapestry, Inc.

Consumer Cyclical
4.13K
New
$43.54 - $66.18 $180K - $273K
4.13K $269K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.52K
New
$95.27 - $107.82 $240K - $271K
2.52K $259K
HOOD
Robinhood Markets, Inc.

Technology
6.69K
New
$22.33 - $43.2 $149K - $289K
6.69K $249K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.49K
New
$70.12 - $75.48 $245K - $263K
3.49K $246K
HE
Hawaiian Electric Industries Inc

Utilities
25K
New
$9.12 - $10.98 $228K - $275K
25K $243K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.26K
New
$129.13 - $198.21 $162K - $249K
1.26K $232K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.49K
New
$64.18 - $70.42 $224K - $246K
3.49K $225K
ETR
Entergy Corp

Utilities
2.93K
New
$73.19 - $156.4 $214K - $458K
2.93K $221K
LAB
Standard Biotools Inc.

Healthcare
125K
New
$1.5 - $2.26 $188K - $283K
125K $218K
PWR
Quanta Services, Inc.

Industrials
689
New
$296.05 - $346.6 $204K - $239K
689 $217K
FNDF
Schwab Fundamental Intl Large

ETFs
6.19K
New
$32.92 - $37.15 $204K - $230K
6.19K $205K
SNOW
Snowflake Inc.

Technology
1.33K
New
$109.65 - $186.51 $145K - $247K
1.33K $204K
EW
Edwards Lifesciences Corp

Healthcare
2.71K
New
$64.54 - $75.92 $175K - $205K
2.71K $200K
Viking Holdings LTD
1.22M
New
N/A
1.22M $0
Perimeter Solutions Inc
35K
New
N/A
35K $0
Lam Research Corp
5.26K
New
N/A
5.26K $0
Centurion Acquisition Corp
15.4K
New
N/A
15.4K $0
Cayson Acquisition Corp
13K
New
N/A
13K $0
Cayson Acquisition Corp
13K
New
N/A
13K $0
Blackrock Inc
116K
New
N/A
116K $0
Arista Networks Inc
7.31K
New
N/A
7.31K $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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