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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88.2 Million 1.36% of portfolio
1,134,076
Q4 2024 Added 0.31%
$0
$70.9 Million 1.1% of portfolio
120,911
Q4 2024 Added 0.58%
$0
$40.2 Million 0.62% of portfolio
68,251
Q4 2024 Reduced 0.53%
$46.6B
$32.1 Million 0.5% of portfolio
648,598
Q4 2024 Reduced 0.73%
$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%
$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%
$0
$14 Million 0.22% of portfolio
184,528
Q4 2024 Reduced 3.2%
$0
$10.6 Million 0.16% of portfolio
170,353
Q4 2024 Reduced 3.64%
$0
$10.3 Million 0.16% of portfolio
58,884
Q4 2024 Added 2.43%
$0
$10.1 Million 0.16% of portfolio
210,486
Q4 2024 Added 1.95%
$0
$9.47 Million 0.15% of portfolio
16,633
Q4 2024 Added 0.33%
$0
$9.49 Million 0.15% of portfolio
40,806
Q4 2024 Reduced 3.01%
$0
$8.47 Million 0.13% of portfolio
38,332
Q4 2024 Added 0.01%
$0
$5.97 Million 0.09% of portfolio
58,760
Q4 2024 Added 10.82%
$0
$5.04 Million 0.08% of portfolio
15,642
Q4 2024 Added 0.81%
$0
$4.92 Million 0.08% of portfolio
85,673
Q4 2024 Reduced 1.32%
$0
$5.35 Million 0.08% of portfolio
10,470
Q4 2024 Added 3.31%
$0
$5.29 Million 0.08% of portfolio
18,244
Q4 2024 Added 0.2%
$8.47B
$4.31 Million 0.07% of portfolio
82,935
Q4 2024 Added 8.22%
$0
$4.43 Million 0.07% of portfolio
10,802
Q3 2024 Reduced 1.92%
$0
$4.64 Million 0.07% of portfolio
105,355
Q4 2024 Added 4.44%
$0
$4.36 Million 0.07% of portfolio
37,846
Q4 2024 Added 0.12%
$0
$3.94 Million 0.06% of portfolio
14,607
Q4 2024 Reduced 3.57%
$0
$3.89 Million 0.06% of portfolio
14,731
Q4 2024 Reduced 6.24%
$0
$3.53 Million 0.05% of portfolio
73,036
Q4 2024 Reduced 2.05%
$0
$3.31 Million 0.05% of portfolio
17,362
Q4 2024 Added 19.33%
$0
$2.64 Million 0.04% of portfolio
11,752
Q4 2024 Reduced 2.73%
$0
$2.85 Million 0.04% of portfolio
32,197
Q4 2024 Reduced 8.6%
$0
$2.43 Million 0.04% of portfolio
25,098
Q4 2024 Reduced 8.08%
$0
$2.27 Million 0.04% of portfolio
12,287
Q4 2024 Reduced 2.45%
$0
$2.26 Million 0.03% of portfolio
17,132
Q4 2024 Reduced 4.99%
$0
$1.78 Million 0.03% of portfolio
21,103
Q4 2024 Reduced 0.24%
$0
$2.26 Million 0.03% of portfolio
12,387
Q4 2024 Added 20.93%
$0
$1.97 Million 0.03% of portfolio
3,175
Q4 2024 Reduced 0.78%
$0
$1.9 Million 0.03% of portfolio
14,488
Q1 2024 Reduced 7.21%
$0
$1.91 Million 0.03% of portfolio
26,442
Q3 2024 Reduced 1.48%
$0
$2.11 Million 0.03% of portfolio
30,079
Q4 2024 Added 0.08%
$0
$1.64 Million 0.03% of portfolio
13,512
Q4 2022 Added 0.75%
$0
$1.95 Million 0.03% of portfolio
14,735
Q4 2024 Reduced 8.01%
$0
$1.81 Million 0.03% of portfolio
23,866
Q3 2024 Reduced 7.19%
$0
$1.6 Million 0.02% of portfolio
6,020
Q4 2024 Reduced 0.17%
$0
$1.5 Million 0.02% of portfolio
13,339
Q4 2024 Reduced 1.71%
$0
$1.2 Million 0.02% of portfolio
15,781
Q3 2024 Reduced 16.5%
$0
$1.38 Million 0.02% of portfolio
11,737
Q4 2024 Added 3.03%
$0
$1.16 Million 0.02% of portfolio
6,304
Q4 2023 Reduced 20.8%
$0
$1.01 Million 0.02% of portfolio
17,782
N/A

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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