Evercore Wealth Management, LLC Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$3.0T
Holdings
360
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (360 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SONSONOCO PRODS CO | 64,043 | $3.0B | 0.10% | |
| 102 | MTDMETTLER TOLEDO INTERNATIONAL | 4,265 | $2.9B | 0.10% | |
| 103 | 4I1PHILIP MORRIS INTL INC | 40,335 | $2.9B | 0.10% | |
| 104 | USBUS BANCORP DEL | 84,752 | $2.9B | 0.10% | |
| 105 | IRET1USDINVESTORS REAL ESTATE TR | 51,650 | $2.8B | 0.09% | |
| 106 | IBMINTERNATIONAL BUSINESS MACHS | 25,482 | $2.8B | 0.09% | |
| 107 | VEAVANGUARD TAX-MANAGED INTL FD | 82,516 | $2.8B | 0.09% | |
| 108 | LMTLOCKHEED MARTIN CORP | 8,001 | $2.7B | 0.09% | |
| 109 | DUKDUKE ENERGY CORP NEW | 32,575 | $2.6B | 0.09% | |
| 110 | VOVANGUARD INDEX FDS | 19,442 | $2.6B | 0.08% | |
| 111 | WFCWELLS FARGO CO NEW | 89,133 | $2.6B | 0.08% | |
| 112 | VVVANGUARD INDEX FDS | 21,281 | $2.5B | 0.08% | |
| 113 | AQLTISHARES TR | 33,529 | $2.5B | 0.08% | |
| 114 | DDOMINION ENERGY INC | 33,944 | $2.5B | 0.08% | |
| 115 | EMREMERSON ELEC CO | 51,017 | $2.4B | 0.08% | |
| 116 | ILMNILLUMINA INC | 8,752 | $2.4B | 0.08% | |
| 117 | CMCSACOMCAST CORP NEW | 69,161 | $2.4B | 0.08% | |
| 118 | XLRNACCELERON PHARMA INC | 26,167 | $2.4B | 0.08% | |
| 119 | EPDENTERPRISE PRODS PARTNERS L | 162,304 | $2.3B | 0.08% | |
| 120 | IJRISHARES TR | 40,400 | $2.3B | 0.07% | |
| 121 | METAFACEBOOK INC | 13,384 | $2.2B | 0.07% | |
| 122 | SPGIS&P GLOBAL INC | 9,109 | $2.2B | 0.07% | |
| 123 | ATRAPTARGROUP INC | 22,409 | $2.2B | 0.07% | |
| 124 | IVEISHARES TR | 23,053 | $2.2B | 0.07% | |
| 125 | BAXBAXTER INTL INC | 27,325 | $2.2B | 0.07% | |
| 126 | DBEFDBX ETF TR | 82,708 | $2.2B | 0.07% | |
| 127 | VTIVANGUARD INDEX FDS | 16,995 | $2.2B | 0.07% | |
| 128 | QCOMQUALCOMM INC | 32,347 | $2.2B | 0.07% | |
| 129 | XLFISELECT SECTOR SPDR TR | 27,034 | $2.2B | 0.07% | |
| 130 | IVWISHARES TR | 12,586 | $2.1B | 0.07% | |
| 131 | IWRISHARES TR | 44,974 | $1.9B | 0.06% | |
| 132 | KMBKIMBERLY CLARK CORP | 15,004 | $1.9B | 0.06% | |
| 133 | AFLAFLAC INC | 55,255 | $1.9B | 0.06% | |
| 134 | AQLTISHARES TR | 37,822 | $1.9B | 0.06% | |
| 135 | ZTSZOETIS INC | 15,778 | $1.9B | 0.06% | |
| 136 | EEMISHARES TR | 54,228 | $1.9B | 0.06% | |
| 137 | DYHTARGET CORP | 19,303 | $1.8B | 0.06% | |
| 138 | JECUSDJACOBS ENGR GROUP INC | 22,377 | $1.8B | 0.06% | |
| 139 | IWDISHARES TR | 17,830 | $1.8B | 0.06% | |
| 140 | PGRPROGRESSIVE CORP OHIO | 23,640 | $1.7B | 0.06% | |
| 141 | APHAMPHENOL CORP NEW | 23,838 | $1.7B | 0.06% | |
| 142 | SYYSYSCO CORP | 37,690 | $1.7B | 0.06% | |
| 143 | EOGEOG RES INC | 47,185 | $1.7B | 0.06% | |
| 144 | BIIBBIOGEN INC | 5,338 | $1.7B | 0.06% | |
| 145 | TRVTRAVELERS COMPANIES INC | 16,660 | $1.7B | 0.05% | |
| 146 | GILDGILEAD SCIENCES INC | 22,053 | $1.6B | 0.05% | |
| 147 | JBLJABIL INC | 64,463 | $1.6B | 0.05% | |
| 148 | IWVISHARES TR | 10,594 | $1.6B | 0.05% | |
| 149 | ICEINTERCONTINENTAL EXCHANGE IN | 19,329 | $1.6B | 0.05% | |
| 150 | GDGENERAL DYNAMICS CORP | 11,706 | $1.5B | 0.05% | |
| 151 | DSIISHARES TR | 15,883 | $1.5B | 0.05% | |
| 152 | GEGENERAL ELECTRIC CO | 191,870 | $1.5B | 0.05% | |
| 153 | NDQINVESCO QQQ TR | 7,991 | $1.5B | 0.05% | |
| 154 | VUGVANGUARD INDEX FDS | 9,505 | $1.5B | 0.05% | |
| 155 | MDLZMONDELEZ INTL INC | 29,309 | $1.5B | 0.05% | |
| 156 | BACBK OF AMERICA CORP | 67,302 | $1.4B | 0.05% | |
| 157 | RTN1USDRAYTHEON CO | 10,581 | $1.4B | 0.05% | |
| 158 | AXPAMERICAN EXPRESS CO | 16,072 | $1.4B | 0.05% | |
| 159 | SOSOUTHERN CO | 25,082 | $1.4B | 0.04% | |
| 160 | CATCATERPILLAR INC DEL | 11,547 | $1.3B | 0.04% | |
| 161 | TSLATESLA INC | 2,545 | $1.3B | 0.04% | |
| 162 | SCHGSCHWAB STRATEGIC TR | 16,614 | $1.3B | 0.04% | |
| 163 | ORLYO REILLY AUTOMOTIVE INC NEW | 4,274 | $1.3B | 0.04% | |
| 164 | TRVCCITIGROUP INC | 30,182 | $1.3B | 0.04% | |
| 165 | PNCPNC FINL SVCS GROUP INC | 12,948 | $1.2B | 0.04% | |
| 166 | BABOEING CO | 8,275 | $1.2B | 0.04% | |
| 167 | VNQVANGUARD INDEX FDS | 17,284 | $1.2B | 0.04% | |
| 168 | BAMBROOKFIELD ASSET MGMT INC | 26,989 | $1.2B | 0.04% | |
| 169 | SUSAISHARES TR | 10,356 | $1.1B | 0.04% | |
| 170 | BDXBECTON DICKINSON & CO | 4,913 | $1.1B | 0.04% | |
| 171 | MCXMCCORMICK & CO INC | 7,961 | $1.1B | 0.04% | |
| 172 | STTSELECT SECTOR SPDR TR | 12,257 | $1.1B | 0.04% | |
| 173 | AGGISHARES TR | 9,294 | $1.1B | 0.04% | |
| 174 | IWNISHARES TR | 12,877 | $1.1B | 0.03% | |
| 175 | IEMGISHARES INC | 25,773 | $1.0B | 0.03% | |
| 176 | MOALTRIA GROUP INC | 26,640 | $1.0B | 0.03% | |
| 177 | NFLXNETFLIX INC | 2,705 | $1.0B | 0.03% | |
| 178 | 8CWCROWN CASTLE INTL CORP NEW | 6,970 | $1.0B | 0.03% | |
| 179 | —WISDOMTREE TR | 18,902 | $1.0B | 0.03% | |
| 180 | STTSTATE STR CORP | 18,749 | $999.0M | 0.03% | |
| 181 | PSXPHILLIPS 66 | 18,275 | $980.0M | 0.03% | |
| 182 | ENBENBRIDGE INC | 33,496 | $975.0M | 0.03% | |
| 183 | HDVISHARES TR | 13,471 | $964.0M | 0.03% | |
| 184 | NXPINXP SEMICONDUCTORS N V | 11,420 | $947.0M | 0.03% | |
| 185 | SLVISHARES SILVER TRUST | 72,035 | $940.0M | 0.03% | |
| 186 | VTVVANGUARD INDEX FDS | 10,402 | $926.0M | 0.03% | |
| 187 | PRFZINVESCO EXCHANGE TRADED FD T | 10,308 | $922.0M | 0.03% | |
| 188 | DOVDOVER CORP | 10,800 | $906.0M | 0.03% | |
| 189 | AWCAMERICAN WTR WKS CO INC NEW | 7,553 | $903.0M | 0.03% | |
| 190 | PFFISHARES TR | 27,850 | $887.0M | 0.03% | |
| 191 | PYPLPAYPAL HLDGS INC | 9,258 | $887.0M | 0.03% | |
| 192 | EDCONSOLIDATED EDISON INC | 11,318 | $883.0M | 0.03% | |
| 193 | NSCNORFOLK SOUTHERN CORP | 5,947 | $868.0M | 0.03% | |
| 194 | VFCV F CORP | 15,556 | $841.0M | 0.03% | |
| 195 | IJJISHARES TR | 7,549 | $829.0M | 0.03% | |
| 196 | LQDISHARES TR | 6,699 | $828.0M | 0.03% | |
| 197 | MRSHMARSH & MCLENNAN COS INC | 9,520 | $823.0M | 0.03% | |
| 198 | XLBSELECT SECTOR SPDR TR | 17,805 | $802.0M | 0.03% | |
| 199 | TIFEURTIFFANY & CO NEW | 6,087 | $788.0M | 0.03% | |
| 200 | WBAWALGREENS BOOTS ALLIANCE INC | 17,187 | $786.0M | 0.03% |