Evercore Wealth Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$6.2T
Holdings
411
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (411 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 1,702,132 | $378.1B | 6.07% | |
| 2 | MSFTMICROSOFT CORP | 860,807 | $323.1B | 5.19% | |
| 3 | NVDANVIDIA CORPORATION | 2,484,113 | $269.2B | 4.32% | Put |
| 4 | MAMASTERCARD INCORPORATED | 421,088 | $230.8B | 3.71% | |
| 5 | AMZNAMAZON COM INC | 1,196,053 | $227.6B | 3.66% | Put |
| 6 | AZOAUTOZONE INC | 54,538 | $207.9B | 3.34% | |
| 7 | BXBLACKSTONE INC | 1,370,171 | $191.5B | 3.08% | Put |
| 8 | UNHUNITEDHEALTH GROUP INC | 332,723 | $174.3B | 2.80% | |
| 9 | HDHOME DEPOT INC | 460,394 | $168.7B | 2.71% | |
| 10 | WMBWILLIAMS COS INC | 2,690,985 | $160.8B | 2.58% | |
| 11 | GOOGALPHABET INC | 999,388 | $156.1B | 2.51% | |
| 12 | JPMJPMORGAN CHASE & CO. | 636,215 | $156.1B | 2.51% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 291,679 | $155.3B | 2.50% | Put |
| 14 | DWDMORGAN STANLEY | 1,241,998 | $144.9B | 2.33% | |
| 15 | TMOTHERMO FISHER SCIENTIFIC INC | 289,694 | $144.2B | 2.32% | |
| 16 | CBRECBRE GROUP INC | 1,056,221 | $138.1B | 2.22% | |
| 17 | CBCHUBB LIMITED | 443,665 | $134.0B | 2.15% | |
| 18 | GOOGLALPHABET INC | 806,848 | $124.8B | 2.00% | |
| 19 | ACNACCENTURE PLC IRELAND | 374,566 | $116.9B | 1.88% | |
| 20 | BLDRBUILDERS FIRSTSOURCE INC | 881,000 | $110.1B | 1.77% | |
| 21 | COSTCOSTCO WHSL CORP NEW | 113,206 | $107.1B | 1.72% | |
| 22 | BLKBLACKROCK INC | 112,475 | $106.5B | 1.71% | |
| 23 | TJXTJX COS INC NEW | 857,893 | $104.5B | 1.68% | |
| 24 | AMTAMERICAN TOWER CORP NEW | 437,197 | $95.1B | 1.53% | |
| 25 | DLNWISDOMTREE TR | 1,091,046 | $86.6B | 1.39% | |
| 26 | CROXCROCS INC | 795,880 | $84.5B | 1.36% | |
| 27 | ADBEADOBE INC | 215,113 | $82.5B | 1.33% | |
| 28 | CDWCDW CORP | 509,811 | $81.7B | 1.31% | |
| 29 | EOGEOG RES INC | 618,209 | $79.3B | 1.27% | |
| 30 | UBERUBER TECHNOLOGIES INC | 992,794 | $72.3B | 1.16% | |
| 31 | AKXANSYS INC | 221,046 | $70.0B | 1.12% | |
| 32 | PGRPROGRESSIVE CORP | 234,529 | $66.4B | 1.07% | |
| 33 | FISVFISERV INC | 294,825 | $65.1B | 1.05% | |
| 34 | SPYSPDR S&P 500 ETF TR | 115,423 | $64.6B | 1.04% | |
| 35 | VIKVIKING HOLDINGS LTD | 1,583,420 | $62.9B | 1.01% | |
| 36 | GNRCGENERAC HLDGS INC | 423,582 | $53.6B | 0.86% | |
| 37 | STZCONSTELLATION BRANDS INC | 241,940 | $44.4B | 0.71% | |
| 38 | FIXCOMFORT SYS USA INC | 126,533 | $40.8B | 0.66% | |
| 39 | IVVISHARES TR | 67,064 | $37.7B | 0.61% | |
| 40 | IAU*ISHARES GOLD TR | 631,220 | $37.2B | 0.60% | |
| 41 | SHWSHERWIN WILLIAMS CO | 103,707 | $36.2B | 0.58% | |
| 42 | DXJWISDOMTREE TR | 288,710 | $31.8B | 0.51% | |
| 43 | VOOVANGUARD INDEX FDS | 61,331 | $31.5B | 0.51% | |
| 44 | JNJJOHNSON & JOHNSON | 184,884 | $30.7B | 0.49% | Put |
| 45 | LLYELI LILLY & CO | 36,546 | $30.2B | 0.48% | |
| 46 | CVXCHEVRON CORP NEW | 172,259 | $28.8B | 0.46% | |
| 47 | ROPROPER TECHNOLOGIES INC | 44,971 | $26.5B | 0.43% | |
| 48 | GQ9SPDR GOLD TR | 76,663 | $22.1B | 0.35% | |
| 49 | IWFISHARES TR | 57,347 | $20.7B | 0.33% | |
| 50 | ABTABBOTT LABS | 147,339 | $19.5B | 0.31% | |
| 51 | ABBVABBVIE INC | 86,827 | $18.2B | 0.29% | |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 59,175 | $18.1B | 0.29% | |
| 53 | PEPPEPSICO INC | 101,590 | $15.2B | 0.24% | |
| 54 | EFAISHARES TR | 178,823 | $14.6B | 0.23% | |
| 55 | MCDMCDONALDS CORP | 46,398 | $14.5B | 0.23% | |
| 56 | SCHWSCHWAB CHARLES CORP | 174,460 | $13.7B | 0.22% | |
| 57 | IBMINTERNATIONAL BUSINESS MACHS | 52,203 | $13.0B | 0.21% | |
| 58 | VVISA INC | 36,798 | $12.9B | 0.21% | |
| 59 | PGPROCTER AND GAMBLE CO | 74,006 | $12.6B | 0.20% | |
| 60 | SYKSTRYKER CORPORATION | 32,352 | $12.0B | 0.19% | |
| 61 | CSCOCISCO SYS INC | 189,670 | $11.7B | 0.19% | |
| 62 | MCKMCKESSON CORP | 16,466 | $11.1B | 0.18% | |
| 63 | ARCCARES CAPITAL CORP | 487,487 | $10.8B | 0.17% | |
| 64 | NEENEXTERA ENERGY INC | 147,252 | $10.4B | 0.17% | |
| 65 | KOCOCA COLA CO | 144,798 | $10.4B | 0.17% | |
| 66 | VEAVANGUARD TAX-MANAGED FDS | 203,977 | $10.4B | 0.17% | |
| 67 | XOMEXXON MOBIL CORP | 85,314 | $10.1B | 0.16% | |
| 68 | RSPINVESCO EXCHANGE TRADED FD T | 57,469 | $10.0B | 0.16% | |
| 69 | IJHISHARES TR | 158,854 | $9.3B | 0.15% | |
| 70 | MRKMERCK & CO INC | 101,023 | $9.1B | 0.15% | |
| 71 | RTXRTX CORPORATION | 67,877 | $9.0B | 0.14% | |
| 72 | TXNTEXAS INSTRS INC | 49,564 | $8.9B | 0.14% | |
| 73 | XLVSELECT SECTOR SPDR TR | 60,947 | $8.9B | 0.14% | |
| 74 | BRK-BBERKSHIRE HATHAWAY INC DEL | 11 | $8.8B | 0.14% | |
| 75 | ORCLORACLE CORP | 62,774 | $8.8B | 0.14% | |
| 76 | CHKPCHECK POINT SOFTWARE TECH LT | 37,626 | $8.6B | 0.14% | |
| 77 | MDYSPDR S&P MIDCAP 400 ETF TR | 15,839 | $8.4B | 0.14% | |
| 78 | XLKSELECT SECTOR SPDR TR | 39,269 | $8.1B | 0.13% | |
| 79 | AMATAPPLIED MATLS INC | 55,769 | $8.1B | 0.13% | |
| 80 | LOWLOWES COS INC | 34,475 | $8.0B | 0.13% | |
| 81 | IWMISHARES TR | 37,587 | $7.5B | 0.12% | |
| 82 | EPDENTERPRISE PRODS PARTNERS L | 217,193 | $7.4B | 0.12% | |
| 83 | AVGOBROADCOM INC | 44,024 | $7.4B | 0.12% | |
| 84 | MPLXMPLX LP | 132,053 | $7.1B | 0.11% | |
| 85 | WMTWALMART INC | 80,387 | $7.1B | 0.11% | |
| 86 | CRMSALESFORCE INC | 26,057 | $7.0B | 0.11% | |
| 87 | TSLATESLA INC | 26,514 | $6.9B | 0.11% | |
| 88 | AMGNAMGEN INC | 18,738 | $5.8B | 0.09% | |
| 89 | VBVANGUARD INDEX FDS | 24,591 | $5.5B | 0.09% | |
| 90 | ITWILLINOIS TOOL WKS INC | 21,931 | $5.4B | 0.09% | |
| 91 | ECLECOLAB INC | 21,224 | $5.4B | 0.09% | |
| 92 | NDQINVESCO QQQ TR | 11,037 | $5.2B | 0.08% | |
| 93 | UNPUNION PAC CORP | 21,875 | $5.2B | 0.08% | |
| 94 | VEUVANGUARD INTL EQUITY INDEX F | 84,420 | $5.1B | 0.08% | |
| 95 | IVWISHARES TR | 55,010 | $5.1B | 0.08% | |
| 96 | VTIVANGUARD INDEX FDS | 18,244 | $5.0B | 0.08% | |
| 97 | JBLJABIL INC | 36,540 | $5.0B | 0.08% | |
| 98 | DHRDANAHER CORPORATION | 24,250 | $5.0B | 0.08% | |
| 99 | IWBISHARES TR | 15,582 | $4.8B | 0.08% | |
| 100 | VWOVANGUARD INTL EQUITY INDEX F | 100,257 | $4.5B | 0.07% |
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