Evercore Wealth Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$6.2B
Holdings
411
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (411 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | RPMRPM INTL INC | 38,300 | $4.4B | 71.17% | |
| 102 | CHDCHURCH & DWIGHT CO INC | 39,985 | $4.4B | 70.71% | |
| 103 | NFLXNETFLIX INC | 4,482 | $4.2B | 67.14% | |
| 104 | AFLAFLAC INC | 37,481 | $4.2B | 66.95% | |
| 105 | UPSUNITED PARCEL SERVICE INC | 37,226 | $4.1B | 65.78% | |
| 106 | DISDISNEY WALT CO | 41,469 | $4.1B | 65.75% | |
| 107 | APHAMPHENOL CORP NEW | 61,980 | $4.1B | 65.31% | |
| 108 | ORLYOREILLY AUTOMOTIVE INC | 2,827 | $4.0B | 65.06% | |
| 109 | NKENIKE INC | 63,278 | $4.0B | 64.53% | |
| 110 | VUGVANGUARD INDEX FDS | 10,802 | $4.0B | 64.35% | |
| 111 | METAMETA PLATFORMS INC | 6,882 | $4.0B | 63.72% | |
| 112 | 4I1PHILIP MORRIS INTL INC | 24,797 | $3.9B | 63.23% | |
| 113 | EMREMERSON ELEC CO | 35,635 | $3.9B | 62.76% | |
| 114 | IJRISHARES TR | 36,625 | $3.8B | 61.52% | |
| 115 | HONHONEYWELL INTL INC | 18,055 | $3.8B | 61.42% | |
| 116 | GLDMWORLD GOLD TR | 61,210 | $3.8B | 60.86% | |
| 117 | NETCLOUDFLARE INC | 33,500 | $3.8B | 60.65% | |
| 118 | VVVANGUARD INDEX FDS | 14,607 | $3.8B | 60.31% | |
| 119 | AXPAMERICAN EXPRESS CO | 13,827 | $3.7B | 59.76% | |
| 120 | VOVANGUARD INDEX FDS | 14,356 | $3.7B | 59.64% | |
| 121 | XLFSELECT SECTOR SPDR TR | 72,036 | $3.6B | 57.64% | |
| 122 | PFEPFIZER INC | 134,003 | $3.4B | 54.55% | |
| 123 | CARRCARRIER GLOBAL CORPORATION | 52,985 | $3.4B | 53.96% | |
| 124 | QCOMQUALCOMM INC | 21,804 | $3.3B | 53.80% | |
| 125 | SBUXSTARBUCKS CORP | 33,750 | $3.3B | 53.18% | |
| 126 | IVEISHARES TR | 16,837 | $3.2B | 51.55% | |
| 127 | CATCATERPILLAR INC | 9,484 | $3.1B | 50.25% | |
| 128 | BACBANK AMERICA CORP | 73,709 | $3.1B | 49.41% | |
| 129 | DUKDUKE ENERGY CORP NEW | 24,836 | $3.0B | 48.66% | |
| 130 | CSRCENTERSPACE | 46,771 | $3.0B | 48.65% | |
| 131 | ICEINTERCONTINENTAL EXCHANGE IN | 17,481 | $3.0B | 48.44% | |
| 132 | PLTRPALANTIR TECHNOLOGIES INC | 35,361 | $3.0B | 47.94% | |
| 133 | TRVTRAVELERS COMPANIES INC | 10,914 | $2.9B | 46.37% | |
| 134 | MTDMETTLER TOLEDO INTERNATIONAL | 2,421 | $2.9B | 45.93% | |
| 135 | TMUST-MOBILE US INC | 10,662 | $2.8B | 45.68% | |
| 136 | GSGOLDMAN SACHS GROUP INC | 5,168 | $2.8B | 45.35% | |
| 137 | OTISOTIS WORLDWIDE CORP | 27,064 | $2.8B | 44.87% | |
| 138 | IWRISHARES TR | 32,197 | $2.7B | 44.00% | |
| 139 | WFCWELLS FARGO CO NEW | 36,826 | $2.6B | 42.47% | |
| 140 | CLCOLGATE PALMOLIVE CO | 26,913 | $2.5B | 40.51% | |
| 141 | IDXXIDEXX LABS INC | 5,944 | $2.5B | 40.10% | |
| 142 | CECELANESE CORP DEL | 42,385 | $2.4B | 38.65% | |
| 143 | VIGVANGUARD SPECIALIZED FUNDS | 12,387 | $2.4B | 38.60% | |
| 144 | IWDISHARES TR | 12,233 | $2.3B | 36.98% | |
| 145 | MDTMEDTRONIC PLC | 25,521 | $2.3B | 36.84% | |
| 146 | XLYSELECT SECTOR SPDR TR | 11,200 | $2.2B | 35.53% | |
| 147 | XLCSELECT SECTOR SPDR TR | 22,848 | $2.2B | 35.40% | |
| 148 | XLISELECT SECTOR SPDR TR | 16,582 | $2.2B | 34.91% | |
| 149 | GEGE AEROSPACE | 10,641 | $2.1B | 34.21% | |
| 150 | ZTSZOETIS INC | 12,910 | $2.1B | 34.15% | |
| 151 | YUMYUM BRANDS INC | 13,439 | $2.1B | 33.97% | |
| 152 | MDLZMONDELEZ INTL INC | 30,566 | $2.1B | 33.32% | |
| 153 | BWABORGWARNER INC | 71,006 | $2.0B | 32.68% | |
| 154 | MRSHMARSH & MCLENNAN COS INC | 8,095 | $2.0B | 31.73% | |
| 155 | SONSONOCO PRODS CO | 41,446 | $2.0B | 31.45% | |
| 156 | AAXJISHARES TR | 26,454 | $2.0B | 31.45% | |
| 157 | LMTLOCKHEED MARTIN CORP | 4,372 | $2.0B | 31.37% | |
| 158 | MMM3M CO | 13,295 | $2.0B | 31.37% | |
| 159 | AQLTISHARES TR | 14,488 | $1.9B | 31.25% | |
| 160 | XLFISELECT SECTOR SPDR TR | 22,771 | $1.9B | 29.88% | |
| 161 | ATRAPTARGROUP INC | 12,377 | $1.8B | 29.50% | |
| 162 | XLBSELECT SECTOR SPDR TR | 21,103 | $1.8B | 29.15% | |
| 163 | VGTVANGUARD WORLD FD | 3,175 | $1.7B | 27.66% | |
| 164 | XOPSPDR SER TR | 13,008 | $1.7B | 27.52% | |
| 165 | MARMARRIOTT INTL INC NEW | 7,168 | $1.7B | 27.43% | |
| 166 | GILDGILEAD SCIENCES INC | 14,950 | $1.7B | 26.91% | |
| 167 | SPGIS&P GLOBAL INC | 3,279 | $1.7B | 26.76% | |
| 168 | BABOEING CO | 9,708 | $1.7B | 26.60% | |
| 169 | AQLTISHARES TR | 21,845 | $1.7B | 26.55% | |
| 170 | AJGGALLAGHER ARTHUR J & CO | 4,786 | $1.7B | 26.54% | |
| 171 | SYYSYSCO CORP | 21,760 | $1.6B | 26.23% | |
| 172 | WMWASTE MGMT INC DEL | 7,040 | $1.6B | 26.18% | |
| 173 | OEFISHARES TR | 6,000 | $1.6B | 26.10% | |
| 174 | NXPINXP SEMICONDUCTORS N V | 8,493 | $1.6B | 25.93% | |
| 175 | HDVISHARES TR | 13,094 | $1.6B | 25.48% | |
| 176 | INTCINTEL CORP | 69,010 | $1.6B | 25.18% | |
| 177 | PHPARKER-HANNIFIN CORP | 2,578 | $1.6B | 25.17% | |
| 178 | PSXPHILLIPS 66 | 12,624 | $1.6B | 25.04% | |
| 179 | SUSAISHARES TR | 13,512 | $1.6B | 24.93% | |
| 180 | BNBROOKFIELD CORP | 29,462 | $1.5B | 24.81% | |
| 181 | DBEFDBX ETF TR | 35,624 | $1.5B | 24.78% | |
| 182 | KMIKINDER MORGAN INC DEL | 53,090 | $1.5B | 24.33% | |
| 183 | JJACOBS SOLUTIONS INC | 12,251 | $1.5B | 23.79% | |
| 184 | DELLDELL TECHNOLOGIES INC | 16,001 | $1.5B | 23.43% | |
| 185 | PNCPNC FINL SVCS GROUP INC | 8,132 | $1.4B | 22.96% | |
| 186 | AYIACUITY INC | 5,362 | $1.4B | 22.68% | |
| 187 | DYHTARGET CORP | 13,485 | $1.4B | 22.61% | |
| 188 | PAYXPAYCHEX INC | 9,058 | $1.4B | 22.45% | |
| 189 | VGKVANGUARD INTL EQUITY INDEX F | 19,882 | $1.4B | 22.42% | |
| 190 | COPCONOCOPHILLIPS | 13,154 | $1.4B | 22.19% | |
| 191 | VTVANGUARD INTL EQUITY INDEX F | 11,732 | $1.4B | 21.85% | |
| 192 | COFCAPITAL ONE FINL CORP | 7,563 | $1.4B | 21.78% | |
| 193 | IWVISHARES TR | 4,252 | $1.4B | 21.70% | |
| 194 | KMBKIMBERLY-CLARK CORP | 9,345 | $1.3B | 21.35% | |
| 195 | PRFZINVESCO EXCHANGE TRADED FD T | 35,020 | $1.3B | 21.30% | |
| 196 | BMYBRISTOL-MYERS SQUIBB CO | 21,655 | $1.3B | 21.22% | |
| 197 | CMCSACOMCAST CORP NEW | 35,633 | $1.3B | 21.12% | |
| 198 | DOVDOVER CORP | 7,333 | $1.3B | 20.70% | |
| 199 | XLESELECT SECTOR SPDR TR | 13,709 | $1.3B | 20.58% | |
| 200 | T7DTRANSDIGM GROUP INC | 906 | $1.3B | 20.13% |