Evercore Wealth Management, LLC Reduced Holdings in Q3 2025

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
-594
- 0.54%
N/A
110K $0
Nabors Energy Transition Cor
-2.1K
- 15.31%
N/A
11.6K $0
Linde PLC
-20
- 1.11%
N/A
1.78K $0
Brookfield Corp
-500
- 1.86%
N/A
26.3K $0
Ge Vernova Inc
-121
- 3.39%
N/A
3.45K $0
CEG
Constellation Energy Corp

Utilities
-18
- 1.67%
$298.82 - $354.89 $5.38K - $6.39K
1.06K $349K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-106
- 4.79%
$119.73 - $134.7 $12.7K - $14.3K
2.11K $281K
EFG
Msci Eafe Growth ETF

ETFs
-75
- 1.28%
$106.99 - $114.46 $8.02K - $8.58K
5.8K $660K
WWD
Woodward, Inc.

Industrials
-43
- 1.82%
$237.33 - $266.1 $10.2K - $11.4K
2.32K $585K
TFC
Truist Financial Corp

Financial Services
-520
- 4.16%
$42.83 - $47.07 $22.3K - $24.5K
12K $547K
IWD
Ishares Russell 1000 Val ETF

ETFs
-469
- 3.91%
$192.76 - $203.86 $90.4K - $95.6K
11.5K $2.34M
NSC
Norfolk Southern Corp

Industrials
-250
- 11.65%
$259.49 - $300.41 $64.9K - $75.1K
1.9K $569K
ETN
Eaton Corp PLC

Industrials
-94
- 2.89%
$342.99 - $392.76 $32.2K - $36.9K
3.15K $1.18M
VO
Vanguard Mid Cap ETF

ETFs
-583
- 4.12%
$279.83 - $293.74 $163K - $171K
13.6K $3.98M
COP
Conocophillips

Energy
-250
- 2.06%
$91.0 - $98.99 $22.8K - $24.7K
11.9K $1.12M
WSM
Williams Sonoma Inc

Consumer Cyclical
-26
- 2.07%
$163.62 - $210.2 $4.25K - $5.47K
1.23K $240K
VMC
Vulcan Materials CO

Basic Materials
-28
- 2.72%
$260.62 - $307.62 $7.3K - $8.61K
1K $307K
EEM
Ishares Msci Emerging Markets

ETFs
-1K
- 5.1%
$48.07 - $53.4 $48.2K - $53.5K
18.7K $996K
BBY
Best Buy CO Inc

Consumer Cyclical
-81
- 1.18%
$64.12 - $78.46 $5.19K - $6.36K
6.79K $513K
UNP
Union Pacific Corp

Industrials
-318
- 1.52%
$214.91 - $237.16 $68.3K - $75.4K
20.6K $4.87M
DUK
Duke Energy Corp

Utilities
-613
- 2.47%
$116.31 - $125.93 $71.3K - $77.2K
24.2K $2.99M
PSX
Phillips 66

Energy
-1.08K
- 8.25%
$118.37 - $139.46 $128K - $151K
12K $1.64M
IWN
Ishares Russell2000 Val ETF

ETFs
-49
- 1.1%
$157.1 - $178.94 $7.7K - $8.77K
4.4K $777K
IWV
Ishares Russell 3000 ETF

ETFs
-110
- 2.59%
$351.04 - $379.81 $38.6K - $41.8K
4.14K $1.57M
URI
United Rentals, Inc.

Industrials
-105
- 11.76%
$774.14 - $975.23 $81.3K - $102K
788 $752K
XLF
Financial Sector Spdr

ETFs
-540
- 0.74%
$51.37 - $54.25 $27.7K - $29.3K
72.1K $3.89M
CMI
Cummins Inc

Industrials
-53
- 4.29%
$327.85 - $426.39 $17.4K - $22.6K
1.18K $498K
MDT
Medtronic PLC

Healthcare
-1.29K
- 4.75%
$87.67 - $95.74 $113K - $123K
25.8K $2.46M
ENB
Enbridge Inc

Energy
-270
- 1.12%
$43.79 - $50.46 $11.8K - $13.6K
23.8K $1.2M
AMD
Advanced Micro Devices Inc

Technology
-177
- 2.47%
$134.8 - $184.42 $23.9K - $32.6K
7K $1.13M
PH
Parker Hannifin Corp

Industrials
-67
- 2.22%
$697.13 - $769.67 $46.7K - $51.6K
2.95K $2.23M
LMT
Lockheed Martin Corp

Industrials
-63
- 1.35%
$410.74 - $499.21 $25.9K - $31.5K
4.6K $2.29M
IVE
Ishares S&P 500 Value ETF

ETFs
-172
- 1.02%
$194.44 - $206.51 $33.4K - $35.5K
16.7K $3.44M
MU
Micron Technology Inc

Technology
-67
- 1.79%
$104.88 - $168.89 $7.03K - $11.3K
3.68K $616K
INTC
Intel Corp

Technology
-11K
- 23.42%
$19.31 - $35.5 $213K - $392K
36.1K $1.21M
AFL
Aflac Inc

Financial Services
-50
- 0.19%
$98.09 - $111.7 $4.9K - $5.59K
26.6K $2.97M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-975
- 10.86%
$64.22 - $99.03 $62.6K - $96.6K
8K $792K
LHX
L3 Harris Technologies, Inc.

Industrials
-250
- 5.19%
$252.18 - $305.41 $63K - $76.4K
4.56K $1.39M
XLC
Select Sector Spdr Tr Communic

ETFs
-145
- 0.64%
$105.99 - $119.41 $15.4K - $17.3K
22.6K $2.67M
AAXJ
Ishares Msci All Country Asia

ETFs
-175
- 0.67%
$82.05 - $91.87 $14.4K - $16.1K
26K $2.37M
VV
Vanguard Large Cap ETF

ETFs
-345
- 2.38%
$285.05 - $309.14 $98.3K - $107K
14.2K $4.36M
XLY
Select Sector Spdr Consumer Di

ETFs
-100
- 0.89%
$216.09 - $242.18 $21.6K - $24.2K
11.1K $2.66M
ITW
Illinois Tool Works Inc

Industrials
-173
- 0.8%
$252.31 - $269.41 $43.6K - $46.6K
21.5K $5.6M
BWA
Borgwarner Inc

Consumer Cyclical
-4.67K
- 10.15%
$34.53 - $44.44 $161K - $208K
41.4K $1.82M
IDXX
Idexx Laboratories Inc

Healthcare
-420
- 7.71%
$514.61 - $682.78 $216K - $287K
5.02K $3.21M
VB
Vanguard Small Cap ETF

ETFs
-528
- 2.15%
$237.58 - $259.17 $125K - $137K
24K $6.11M
XOM
Exxon Mobil Corp

Energy
-981
- 1.16%
$105.83 - $117.22 $104K - $115K
83.6K $9.43M
VUG
Vanguard Growth ETF

ETFs
-238
- 2.28%
$433.97 - $484.08 $103K - $115K
10.2K $4.9M
PEP
Pepsico Inc

Consumer Defensive
-3.67K
- 3.64%
$133.81 - $152.16 $491K - $558K
97.1K $13.6M
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
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email