Evercore Wealth Management, LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$4.7T
Holdings
392
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (392 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,004,151 | $274.0B | 5.78% | |
| 2 | MSFTMICROSOFT CORP | 963,025 | $247.3B | 5.21% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 355,564 | $182.6B | 3.85% | |
| 4 | TMOTHERMO FISHER SCIENTIFIC INC | 309,052 | $167.9B | 3.54% | |
| 5 | MAMASTERCARD INCORPORATED | 461,354 | $145.5B | 3.07% | |
| 6 | BXBLACKSTONE INC | 1,569,988 | $143.2B | 3.02% | |
| 7 | AZOAUTOZONE INC | 61,617 | $132.4B | 2.79% | |
| 8 | HDHOME DEPOT INC | 472,475 | $129.6B | 2.73% | |
| 9 | AMZNAMAZON COM INC | 1,198,559 | $127.3B | 2.68% | |
| 10 | GOOGALPHABET INC | 55,322 | $121.0B | 2.55% | |
| 11 | AMTAMERICAN TOWER CORP NEW | 459,746 | $117.5B | 2.48% | |
| 12 | ACNACCENTURE PLC IRELAND | 395,349 | $109.8B | 2.31% | |
| 13 | DWDMORGAN STANLEY | 1,264,760 | $96.2B | 2.03% | |
| 14 | GOOGLALPHABET INC | 43,277 | $94.3B | 1.99% | |
| 15 | CBRECBRE GROUP INC | 1,264,216 | $93.1B | 1.96% | |
| 16 | ABTABBOTT LABS | 837,765 | $91.0B | 1.92% | |
| 17 | CBCHUBB LIMITED | 427,957 | $84.1B | 1.77% | |
| 18 | CDWCDW CORP | 533,318 | $84.0B | 1.77% | |
| 19 | MCDMCDONALDS CORP | 336,569 | $83.1B | 1.75% | |
| 20 | WMBWILLIAMS COS INC | 2,637,155 | $82.3B | 1.74% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 295,387 | $80.6B | 1.70% | |
| 22 | CECELANESE CORP DEL | 665,683 | $78.3B | 1.65% | |
| 23 | ADBEADOBE SYSTEMS INCORPORATED | 213,487 | $78.1B | 1.65% | |
| 24 | TXNTEXAS INSTRS INC | 496,546 | $76.3B | 1.61% | |
| 25 | STZCONSTELLATION BRANDS INC | 327,246 | $76.3B | 1.61% | |
| 26 | BLKCHFBLACKROCK INC | 110,822 | $67.5B | 1.42% | |
| 27 | JPMJPMORGAN CHASE & CO | 597,154 | $67.2B | 1.42% | |
| 28 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,122,022 | $65.2B | 1.37% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 127,415 | $61.1B | 1.29% | |
| 30 | NKENIKE INC | 563,321 | $57.6B | 1.21% | |
| 31 | BLDRBUILDERS FIRSTSOURCE INC | 1,051,356 | $56.5B | 1.19% | |
| 32 | DLNWISDOMTREE TR | 935,535 | $55.3B | 1.17% | |
| 33 | FDXFEDEX CORP | 235,090 | $53.3B | 1.12% | |
| 34 | TJXTJX COS INC NEW | 890,870 | $49.8B | 1.05% | |
| 35 | SPYSPDR S&P 500 ETF TR | 127,827 | $48.2B | 1.02% | |
| 36 | DISDISNEY WALT CO | 471,744 | $44.5B | 0.94% | |
| 37 | GNRCGENERAC HLDGS INC | 209,791 | $44.2B | 0.93% | |
| 38 | BWABORGWARNER INC | 1,257,666 | $42.0B | 0.88% | |
| 39 | BBYBEST BUY INC | 639,156 | $41.7B | 0.88% | |
| 40 | AKXANSYS INC | 173,298 | $41.5B | 0.87% | |
| 41 | JNJJOHNSON & JOHNSON | 225,343 | $40.0B | 0.84% | |
| 42 | ROPROPER TECHNOLOGIES INC | 94,406 | $37.3B | 0.79% | |
| 43 | NVDANVIDIA CORPORATION | 233,236 | $35.4B | 0.75% | |
| 44 | IVVISHARES TR | 79,790 | $30.3B | 0.64% | |
| 45 | SHWSHERWIN WILLIAMS CO | 121,141 | $27.1B | 0.57% | |
| 46 | IAU*ISHARES GOLD TR | 692,977 | $23.8B | 0.50% | |
| 47 | PEPPEPSICO INC | 136,286 | $22.7B | 0.48% | |
| 48 | CVXCHEVRON CORP NEW | 117,944 | $17.1B | 0.36% | |
| 49 | GQ9SPDR GOLD TR | 95,959 | $16.2B | 0.34% | |
| 50 | SCHWSCHWAB CHARLES CORP | 255,850 | $16.2B | 0.34% | |
| 51 | LLYLILLY ELI & CO | 49,645 | $16.1B | 0.34% | |
| 52 | ABBVABBVIE INC | 98,869 | $15.1B | 0.32% | |
| 53 | IWFISHARES TR | 69,230 | $15.1B | 0.32% | |
| 54 | EFAISHARES TR | 235,069 | $14.7B | 0.31% | |
| 55 | VOOVANGUARD INDEX FDS | 42,197 | $14.6B | 0.31% | |
| 56 | ADPAUTOMATIC DATA PROCESSING IN | 69,325 | $14.6B | 0.31% | |
| 57 | PFEPFIZER INC | 268,619 | $14.1B | 0.30% | |
| 58 | PGPROCTER AND GAMBLE CO | 96,950 | $13.9B | 0.29% | |
| 59 | CSCOCISCO SYS INC | 296,017 | $12.6B | 0.27% | |
| 60 | IWBISHARES TR | 51,051 | $10.6B | 0.22% | |
| 61 | MRKMERCK & CO INC | 111,048 | $10.1B | 0.21% | |
| 62 | VVISA INC | 46,207 | $9.1B | 0.19% | |
| 63 | MCKMCKESSON CORP | 25,803 | $8.4B | 0.18% | |
| 64 | MDYSPDR S&P MIDCAP 400 ETF TR | 20,283 | $8.4B | 0.18% | |
| 65 | XLVSELECT SECTOR SPDR TR | 64,278 | $8.2B | 0.17% | |
| 66 | IJHISHARES TR | 34,992 | $7.9B | 0.17% | |
| 67 | LOWLOWES COS INC | 44,354 | $7.7B | 0.16% | |
| 68 | UNPUNION PAC CORP | 35,672 | $7.6B | 0.16% | |
| 69 | XOMEXXON MOBIL CORP | 88,060 | $7.5B | 0.16% | |
| 70 | UPSUNITED PARCEL SERVICE INC | 41,190 | $7.5B | 0.16% | |
| 71 | IWMISHARES TR | 43,410 | $7.4B | 0.16% | |
| 72 | RTXRAYTHEON TECHNOLOGIES CORP | 73,282 | $7.0B | 0.15% | |
| 73 | BRK-BBERKSHIRE HATHAWAY INC DEL | 17 | $7.0B | 0.15% | |
| 74 | DHRDANAHER CORPORATION | 25,788 | $6.5B | 0.14% | |
| 75 | CRMSALESFORCE INC | 39,479 | $6.5B | 0.14% | |
| 76 | TSLATESLA INC | 9,653 | $6.5B | 0.14% | |
| 77 | VEAVANGUARD TAX-MANAGED INTL FD | 158,229 | $6.5B | 0.14% | |
| 78 | KOCOCA COLA CO | 102,062 | $6.4B | 0.14% | |
| 79 | SYKSTRYKER CORPORATION | 30,665 | $6.1B | 0.13% | |
| 80 | NEENEXTERA ENERGY INC | 78,269 | $6.1B | 0.13% | |
| 81 | ORCLORACLE CORP | 83,069 | $5.8B | 0.12% | |
| 82 | BACBK OF AMERICA CORP | 182,503 | $5.7B | 0.12% | |
| 83 | INTCINTEL CORP | 150,463 | $5.6B | 0.12% | |
| 84 | ITWILLINOIS TOOL WKS INC | 30,173 | $5.5B | 0.12% | |
| 85 | CHDCHURCH & DWIGHT CO INC | 58,802 | $5.4B | 0.11% | |
| 86 | BMYBRISTOL-MYERS SQUIBB CO | 70,633 | $5.4B | 0.11% | |
| 87 | VWOVANGUARD INTL EQUITY INDEX F | 129,870 | $5.4B | 0.11% | |
| 88 | T7DTRANSDIGM GROUP INC | 10,003 | $5.4B | 0.11% | |
| 89 | VBVANGUARD INDEX FDS | 30,461 | $5.4B | 0.11% | |
| 90 | AMGNAMGEN INC | 21,505 | $5.2B | 0.11% | |
| 91 | BACVERIZON COMMUNICATIONS INC | 100,533 | $5.1B | 0.11% | |
| 92 | CHKPCHECK POINT SOFTWARE TECH LT | 39,974 | $4.9B | 0.10% | |
| 93 | AMATAPPLIED MATLS INC | 49,923 | $4.5B | 0.10% | |
| 94 | QCOMQUALCOMM INC | 33,987 | $4.3B | 0.09% | |
| 95 | XLKSELECT SECTOR SPDR TR | 33,987 | $4.3B | 0.09% | |
| 96 | MTDMETTLER TOLEDO INTERNATIONAL | 3,760 | $4.3B | 0.09% | |
| 97 | DPZDOMINOS PIZZA INC | 10,805 | $4.2B | 0.09% | |
| 98 | LBTYBLIBERTY GLOBAL PLC | 185,000 | $4.1B | 0.09% | |
| 99 | 4I1PHILIP MORRIS INTL INC | 41,024 | $4.0B | 0.09% | |
| 100 | CHTRCHARTER COMMUNICATIONS INC N | 8,627 | $4.0B | 0.09% |
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