Evercore Wealth Management, LLC Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$3.7T

Holdings

375

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (375 positions)

#StockSharesValue% PortfolioType
101
VOVANGUARD INDEX FDS
20,342$3.3B0.09%
102
SONSONOCO PRODS CO
63,671$3.3B0.09%
103
EPDENTERPRISE PRODS PARTNERS L
182,819$3.3B0.09%
104
QCOMQUALCOMM INC
36,087$3.3B0.09%
105
EMREMERSON ELEC CO
52,883$3.3B0.09%
106
TAT&T INC
107,719$3.3B0.09%
107
HONHONEYWELL INTL INC
21,998$3.2B0.08%
108
CLCOLGATE PALMOLIVE CO
43,305$3.2B0.08%
109
STTSELECT SECTOR SPDR TR
31,357$3.1B0.08%
110
METAFACEBOOK INC
13,804$3.1B0.08%
111
IBMINTERNATIONAL BUSINESS MACHS
25,769$3.1B0.08%
112
CVSCVS HEALTH CORP
47,137$3.1B0.08%
113
VVVANGUARD INDEX FDS
21,281$3.0B0.08%
114
SPGIS&P GLOBAL INC
9,119$3.0B0.08%
115
ILMNILLUMINA INC
8,076$3.0B0.08%
116
CHGGCHEGG INC
44,106$3.0B0.08%
117
LMTLOCKHEED MARTIN CORP
7,901$2.9B0.08%
118
XLFISELECT SECTOR SPDR TR
26,867$2.8B0.08%
119
DDOMINION ENERGY INC
34,095$2.8B0.07%
120
TSLATESLA INC
2,547$2.8B0.07%
121
4I1PHILIP MORRIS INTL INC
39,079$2.7B0.07%
122
BAXBAXTER INTL INC
31,000$2.7B0.07%
123
AQLTISHARES TR
33,014$2.7B0.07%
124
VTIVANGUARD INDEX FDS
16,995$2.7B0.07%
125
DUKDUKE ENERGY CORP NEW
32,586$2.6B0.07%
126
IVEISHARES TR
23,665$2.6B0.07%
127
SSBUSDSOUTH ST CORP
53,565$2.6B0.07%
128
EEMISHARES TR
61,720$2.5B0.07%
129
DYHTARGET CORP
20,318$2.4B0.07%
130
XLRNACCELERON PHARMA INC
25,167$2.4B0.06%
131
ATRAPTARGROUP INC
21,409$2.4B0.06%
132
CMCSACOMCAST CORP NEW
60,410$2.4B0.06%
133
IVWISHARES TR
11,238$2.3B0.06%
134
USBUS BANCORP DEL
62,678$2.3B0.06%
135
IWRISHARES TR
41,854$2.2B0.06%
136
ZTSZOETIS INC
15,813$2.2B0.06%
137
APHAMPHENOL CORP NEW
22,538$2.2B0.06%
138
KMBKIMBERLY CLARK CORP
14,790$2.1B0.06%
139
JBLJABIL INC
64,463$2.1B0.06%
140
SYYSYSCO CORP
37,337$2.0B0.05%
141
WFCWELLS FARGO CO NEW
79,186$2.0B0.05%
142
OTISOTIS WORLDWIDE CORP
34,715$2.0B0.05%
143
NFLXNETFLIX INC
4,192$1.9B0.05%
144
DSIISHARES TR
15,883$1.9B0.05%
145
PGRPROGRESSIVE CORP OHIO
23,364$1.9B0.05%
146
TRVTRAVELERS COMPANIES INC
16,413$1.9B0.05%
147
HDVISHARES TR
23,021$1.9B0.05%
148
JECUSDJACOBS ENGR GROUP INC
21,972$1.9B0.05%
149
VUGVANGUARD INDEX FDS
9,095$1.8B0.05%
150
AFLAFLAC INC
50,795$1.8B0.05%
151
ORLYOREILLY AUTOMOTIVE INC
4,260$1.8B0.05%
152
ICEINTERCONTINENTAL EXCHANGE IN
19,229$1.8B0.05%
153
GILDGILEAD SCIENCES INC
22,702$1.7B0.05%
154
EOGEOG RES INC
33,940$1.7B0.05%
155
AXPAMERICAN EXPRESS CO
17,821$1.7B0.05%
156
IWDISHARES TR
14,994$1.7B0.05%
157
SCHGSCHWAB STRATEGIC TR
16,614$1.7B0.05%
158
DBEFDBX ETF TR
55,168$1.7B0.04%
159
PYPLPAYPAL HLDGS INC
9,346$1.6B0.04%
160
BABOEING CO
8,874$1.6B0.04%
161
MDLZMONDELEZ INTL INC
30,659$1.6B0.04%
162
GDGENERAL DYNAMICS CORP
10,442$1.6B0.04%
163
CARRCARRIER GLOBAL CORPORATION
69,287$1.5B0.04%
164
BACBK OF AMERICA CORP
62,208$1.5B0.04%
165
CATCATERPILLAR INC DEL
11,547$1.5B0.04%
166
BIIBBIOGEN INC
5,307$1.4B0.04%
167
MCXMCCORMICK & CO INC
7,773$1.4B0.04%
168
SUSAISHARES TR
10,356$1.4B0.04%
169
IJRISHARES TR
19,642$1.3B0.04%
170
BAMBROOKFIELD ASSET MGMT INC
40,482$1.3B0.04%
171
GEGENERAL ELECTRIC CO
191,814$1.3B0.03%
172
SOSOUTHERN CO
24,649$1.3B0.03%
173
IWVISHARES TR
7,036$1.3B0.03%
174
PSXPHILLIPS 66
17,534$1.3B0.03%
175
SLVISHARES SILVER TR
74,035$1.3B0.03%
176
AQLTISHARES TR
21,668$1.2B0.03%
177
NDQINVESCO QQQ TR
4,991$1.2B0.03%
178
IWNISHARES TR
12,674$1.2B0.03%
179
NXPINXP SEMICONDUCTORS N V
10,509$1.2B0.03%
180
BDXBECTON DICKINSON & CO
4,949$1.2B0.03%
181
PNCPNC FINL SVCS GROUP INC
11,161$1.2B0.03%
182
PRFZINVESCO EXCHANGE TRADED FD T
10,241$1.1B0.03%
183
8CWCROWN CASTLE INTL CORP NEW
6,485$1.1B0.03%
184
AGGISHARES TR
8,894$1.1B0.03%
185
DOVDOVER CORP
10,800$1.0B0.03%
186
NSCNORFOLK SOUTHERN CORP
5,872$1.0B0.03%
187
IJJISHARES TR
7,549$1.0B0.03%
188
EQIXEQUINIX INC
1,390$976.0M0.03%
189
VTVVANGUARD INDEX FDS
9,729$969.0M0.03%
190
AWCAMERICAN WTR WKS CO INC NEW
7,506$966.0M0.03%
191
VFCV F CORP
15,556$948.0M0.03%
192
MRSHMARSH & MCLENNAN COS INC
8,679$932.0M0.02%
193
VNQVANGUARD INDEX FDS
11,759$923.0M0.02%
194
SPDR DOW JONES INDL AVERAGE
3,577$922.0M0.02%
195
LQDISHARES TR
6,849$921.0M0.02%
196
XEVVXEATON VANCE LTD DURATION INC
81,410$917.0M0.02%
197
OEFISHARES TR
6,425$915.0M0.02%
198
KHCKRAFT HEINZ CO
28,472$908.0M0.02%
199
ENBENBRIDGE INC
29,838$907.0M0.02%
200
MOALTRIA GROUP INC
22,740$892.0M0.02%
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