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
$15.1B
$973,000 0.02% of portfolio
36,958
Q4 2023 Reduced 28.87%
$0
$1.23 Million 0.02% of portfolio
22,896
Q4 2024 Added 0.45%
$0
$1.02 Million 0.02% of portfolio
6,123
Q4 2024 Reduced 11.56%
$0
$1.47 Million 0.02% of portfolio
35,624
Q1 2023 Reduced 1.38%
$0
$1.46 Million 0.02% of portfolio
35,020
Q2 2024 Reduced 7.62%
$140B
$1.38 Million 0.02% of portfolio
14,950
Q4 2024 Added 0.01%
$97.8B
$1.02 Million 0.02% of portfolio
12,444
Q4 2024 Reduced 0.88%
$0
$1.4 Million 0.02% of portfolio
4,192
Q4 2024 Reduced 1.76%
$68.2B
$1.27 Million 0.02% of portfolio
26,638
Q4 2024 Reduced 0.55%
$69.8B
$1.39 Million 0.02% of portfolio
4,887
Q4 2024 Added 0.02%
$186B
$1.31 Million 0.02% of portfolio
1,232
Q2 2024 Reduced 1.28%
$27.8B
$1.38 Million 0.02% of portfolio
7,333
Q3 2024 Reduced 15.53%
$0
$1.03 Million 0.02% of portfolio
37,120
Q4 2024 Added 275.25%
$158B
$1.57 Million 0.02% of portfolio
41,899
Q4 2024 Reduced 1.8%
$0
$1.17 Million 0.02% of portfolio
13,709
Q4 2024 Reduced 29.46%
$68.6B
$1.37 Million 0.02% of portfolio
5,187
Q4 2024 Reduced 1.44%
$33.1B
$442,000 0.01% of portfolio
2,335
Q2 2024 Reduced 0.68%
$11.1B
$385,000 0.01% of portfolio
25,000
Q3 2024 Reduced 30.26%
$22.4B
$759,000 0.01% of portfolio
3,696
Q1 2023 Reduced 0.08%
$123B
$734,000 0.01% of portfolio
1,823
Q4 2024 Reduced 2.67%
$0
$728,000 0.01% of portfolio
1,712
Q3 2024 Reduced 10.46%
$0
$372,000 0.01% of portfolio
10,988
Q3 2024 New
$56.7B
$502,000 0.01% of portfolio
2,143
Q3 2024 Reduced 40.69%
$114B
$369,000 0.01% of portfolio
825
Q1 2024 New
$22.5B
$353,000 0.01% of portfolio
3,342
Q3 2024 Reduced 0.65%
$0
$764,000 0.01% of portfolio
8,492
Q3 2024 Reduced 15.01%
$11B
$392,000 0.01% of portfolio
2,359
Q3 2024 Reduced 2.56%
$22.6B
$337,000 0.01% of portfolio
4,460
Q1 2024 Reduced 0.45%
$4.71B
$389,000 0.01% of portfolio
200
Q4 2020 New
$9.75B
$438,000 0.01% of portfolio
7,946
Q4 2023 New
$58.2B
$539,000 0.01% of portfolio
14,066
Q4 2024 Added 21.83%
$56.3B
$707,000 0.01% of portfolio
3,888
Q4 2024 Added 148.59%
$1.31B
$781,000 0.01% of portfolio
45,438
Q1 2023 New
$33.3B
$393,000 0.01% of portfolio
1,377
Q3 2024 Reduced 5.43%
$0
$371,000 0.01% of portfolio
1,956
Q2 2023 New
$59.9B
$546,000 0.01% of portfolio
12,603
Q3 2024 Reduced 13.37%
$0
$697,000 0.01% of portfolio
7,826
Q3 2024 Reduced 24.19%
$0
$470,000 0.01% of portfolio
17,209
Q4 2024 Added 584.8%
$44.3B
$380,000 0.01% of portfolio
540
Q3 2024 Added 0.37%
$0
$512,000 0.01% of portfolio
3,025
Q3 2024 Reduced 8.05%
$0
$462,000 0.01% of portfolio
15,565
Q4 2024 New
$0
$383,000 0.01% of portfolio
8,975
N/A
$73.8B
$376,000 0.01% of portfolio
1,871
Q4 2024 Reduced 0.64%
$10.2B
$514,000 0.01% of portfolio
2,067
Q4 2024 Reduced 0.14%
$77.5B
$927,000 0.01% of portfolio
1,302
Q4 2024 Reduced 0.23%
$35.7B
$468,000 0.01% of portfolio
4,770
Q4 2024 Reduced 45.61%
$47B
$625,000 0.01% of portfolio
2,271
Q4 2024 Added 0.04%
$0
$507,000 0.01% of portfolio
3,981
Q1 2024 Reduced 15.08%
$54.2B
$647,000 0.01% of portfolio
2,163
Q4 2024 Reduced 3.26%

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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