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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.9B
$2.08 Million 0.03% of portfolio
12,762
Q4 2024 Reduced 3.4%
$106B
$1.71 Million 0.03% of portfolio
9,648
Q4 2024 Reduced 12.63%
$0
$1.9 Million 0.03% of portfolio
14,488
Q1 2024 Reduced 7.21%
$124B
$1.65 Million 0.03% of portfolio
29,208
Q4 2024 Reduced 2.23%
$0
$1.91 Million 0.03% of portfolio
26,442
Q3 2024 Reduced 1.48%
$81B
$1.78 Million 0.03% of portfolio
13,770
Q3 2024 Reduced 1.08%
$174B
$1.79 Million 0.03% of portfolio
3,604
Q4 2024 Reduced 4.66%
$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%
$58.6B
$1.9 Million 0.03% of portfolio
14,055
Q4 2024 Reduced 0.43%
$90.3B
$1.88 Million 0.03% of portfolio
31,427
Q4 2024 Reduced 2.77%
$0
$1.95 Million 0.03% of portfolio
14,735
Q4 2024 Reduced 8.01%
$218B
$1.74 Million 0.03% of portfolio
10,436
Q4 2024 Added 0.06%
$4.59B
$2.02 Million 0.03% of portfolio
41,446
Q4 2024 Reduced 22.08%
$9.65B
$2.26 Million 0.03% of portfolio
14,377
Q4 2024 Reduced 3.36%
$43.9B
$1.87 Million 0.03% of portfolio
13,939
Q4 2024 Reduced 0.8%
$60B
$1.78 Million 0.03% of portfolio
8,569
Q3 2024 Added 1.94%
$116B
$1.72 Million 0.03% of portfolio
8,096
Q4 2024 Reduced 21.01%
$90B
$2 Million 0.03% of portfolio
7,168
Q1 2024 Added 0.79%
$84.4B
$1.75 Million 0.03% of portfolio
2,753
Q3 2024 Reduced 6.33%
$37.7B
$1.66 Million 0.03% of portfolio
21,760
Q3 2024 Reduced 1.94%
$94.4B
$1.62 Million 0.03% of portfolio
80,710
Q4 2024 Reduced 5.7%
$120B
$2.11 Million 0.03% of portfolio
26,451
Q4 2024 Reduced 1.53%
$0
$1.6 Million 0.02% of portfolio
6,020
Q4 2024 Reduced 0.17%
$168B
$1.08 Million 0.02% of portfolio
8,922
Q3 2024 Reduced 4.56%
$0
$1.5 Million 0.02% of portfolio
13,339
Q4 2024 Reduced 1.71%
$9.9B
$1.57 Million 0.02% of portfolio
5,362
Q4 2024 Reduced 8.61%
$124B
$1.35 Million 0.02% of portfolio
13,620
Q4 2024 Added 1.18%
$74.4B
$1.42 Million 0.02% of portfolio
7,963
Q4 2024 Reduced 27.36%
$54.4B
$1.27 Million 0.02% of portfolio
9,078
Q3 2024 Reduced 1.01%
$0
$1.2 Million 0.02% of portfolio
15,781
Q3 2024 Reduced 16.5%
$39B
$1.08 Million 0.02% of portfolio
5,140
Q3 2024 Reduced 6.72%
$184B
$1.12 Million 0.02% of portfolio
27,893
Q3 2024 Reduced 8.12%
$0
$1.38 Million 0.02% of portfolio
11,737
Q4 2024 Added 3.03%
$58.7B
$1.45 Million 0.02% of portfolio
53,090
Q4 2024 New
$60.7B
$1.44 Million 0.02% of portfolio
12,624
Q3 2024 Reduced 5.23%
$47.7B
$1.22 Million 0.02% of portfolio
9,335
Q3 2024 Added 0.04%
$121B
$1.23 Million 0.02% of portfolio
5,772
Q2 2024 Reduced 6.15%
$94.7B
$1.43 Million 0.02% of portfolio
7,105
Q1 2024 Reduced 0.36%
$14.8B
$1.31 Million 0.02% of portfolio
16,663
Q4 2024 Reduced 7.08%
$200B
$978,000 0.02% of portfolio
197
Q1 2024 Reduced 3.43%
$0
$1.16 Million 0.02% of portfolio
6,304
Q4 2023 Reduced 20.8%
$115B
$1.27 Million 0.02% of portfolio
3,814
Q3 2024 Added 5.16%
$16.6B
$1.06 Million 0.02% of portfolio
2,534
Q4 2024 Reduced 3.28%
$0
$1.01 Million 0.02% of portfolio
17,782
N/A
$72.3B
$1.15 Million 0.02% of portfolio
906
Q2 2024 Reduced 0.22%
$82.6B
$1.35 Million 0.02% of portfolio
1,431
Q3 2024 Added 0.49%
$9.94B
$1 Million 0.02% of portfolio
906
Q1 2024 Added 195.11%
$84.3B
$1.05 Million 0.02% of portfolio
24,828
Q3 2024 Reduced 0.81%

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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