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)

#StockSharesValue% PortfolioType
101
CVSCVS HEALTH CORP
43,045$4.0B0.08%
102
HDVISHARES TR
39,024$3.9B0.08%
103
CSRCENTERSPACE
47,841$3.9B0.08%
104
RPMRPM INTL INC
48,717$3.8B0.08%
105
XOPSPDR SER TR
31,952$3.8B0.08%
106
MMM3M CO
28,960$3.7B0.08%
107
VVVANGUARD INDEX FDS
21,207$3.7B0.08%
108
SBUXSTARBUCKS CORP
47,733$3.6B0.08%
109
EPDENTERPRISE PRODS PARTNERS L
145,798$3.6B0.07%
110
EMREMERSON ELEC CO
44,001$3.5B0.07%
111
HONHONEYWELL INTL INC
19,712$3.4B0.07%
112
ECLECOLAB INC
22,161$3.4B0.07%
113
VTIVANGUARD INDEX FDS
17,737$3.3B0.07%
114
SONSONOCO PRODS CO
57,687$3.3B0.07%
115
IVEISHARES TR
23,644$3.3B0.07%
116
WMTWALMART INC
26,643$3.2B0.07%
117
VOVANGUARD INDEX FDS
16,427$3.2B0.07%
118
XLFSELECT SECTOR SPDR TR
102,591$3.2B0.07%
119
VEUVANGUARD INTL EQUITY INDEX F
64,478$3.2B0.07%
120
DUKDUKE ENERGY CORP NEW
29,344$3.1B0.07%
121
MDTMEDTRONIC PLC
33,447$3.0B0.06%
122
CLCOLGATE PALMOLIVE CO
35,812$2.9B0.06%
123
IVWISHARES TR
47,423$2.9B0.06%
124
IBMINTERNATIONAL BUSINESS MACHS
20,115$2.8B0.06%
125
GTLSCHART INDS INC
16,860$2.8B0.06%
126
DYHTARGET CORP
19,363$2.7B0.06%
127
PGRPROGRESSIVE CORP
23,232$2.7B0.06%
128
JBLJABIL INC
52,540$2.7B0.06%
129
IJRISHARES TR
28,164$2.6B0.05%
130
GLDMWORLD GOLD TR
72,430$2.6B0.05%
131
USBUS BANCORP DEL
54,771$2.5B0.05%
132
AFLAFLAC INC
45,206$2.5B0.05%
133
APHAMPHENOL CORP NEW
38,390$2.5B0.05%
134
JECUSDJACOBS ENGR GROUP INC
19,288$2.5B0.05%
135
ZTSZOETIS INC
14,161$2.4B0.05%
136
AQLTISHARES TR
20,667$2.4B0.05%
137
AAXJISHARES TR
34,765$2.4B0.05%
138
VUGVANGUARD INDEX FDS
10,159$2.3B0.05%
139
IDXXIDEXX LABS INC
6,423$2.3B0.05%
140
ORLYOREILLY AUTOMOTIVE INC
3,387$2.1B0.05%
141
AXPAMERICAN EXPRESS CO
15,304$2.1B0.04%
142
SYYSYSCO CORP
24,897$2.1B0.04%
143
CARRCARRIER GLOBAL CORPORATION
57,050$2.0B0.04%
144
CMCSACOMCAST CORP NEW
51,222$2.0B0.04%
145
OTISOTIS WORLDWIDE CORP
28,043$2.0B0.04%
146
IWDISHARES TR
13,350$1.9B0.04%
147
LMTLOCKHEED MARTIN CORP
4,492$1.9B0.04%
148
NETCLOUDFLARE INC
43,500$1.9B0.04%
149
CATCATERPILLAR INC
10,590$1.9B0.04%
150
MDLZMONDELEZ INTL INC
30,081$1.9B0.04%
151
XLBSELECT SECTOR SPDR TR
24,936$1.8B0.04%
152
GSGOLDMAN SACHS GROUP INC
6,048$1.8B0.04%
153
SCHGSCHWAB STRATEGIC TR
30,930$1.8B0.04%
154
TRVTRAVELERS COMPANIES INC
10,451$1.8B0.04%
155
EOGEOG RES INC
15,972$1.8B0.04%
156
IWRISHARES TR
26,664$1.7B0.04%
157
XLRESELECT SECTOR SPDR TR
41,080$1.7B0.04%
158
ICEINTERCONTINENTAL EXCHANGE IN
17,584$1.7B0.03%
159
BABOEING CO
12,008$1.6B0.03%
160
XLYSELECT SECTOR SPDR TR
11,845$1.6B0.03%
161
IWNISHARES TR
11,896$1.6B0.03%
162
XLESELECT SECTOR SPDR TR
22,044$1.6B0.03%
163
WFCWELLS FARGO CO NEW
39,450$1.5B0.03%
164
ATRAPTARGROUP INC
14,909$1.5B0.03%
165
BAXBAXTER INTL INC
23,719$1.5B0.03%
166
XLISELECT SECTOR SPDR TR
17,368$1.5B0.03%
167
VTVVANGUARD INDEX FDS
11,488$1.5B0.03%
168
DDOMINION ENERGY INC
18,733$1.5B0.03%
169
KMBKIMBERLY-CLARK CORP
10,850$1.5B0.03%
170
VIGVANGUARD SPECIALIZED FUNDS
10,208$1.5B0.03%
171
MPLXMPLX LP
50,000$1.5B0.03%
172
VGTVANGUARD WORLD FDS
4,449$1.5B0.03%
173
XLFISELECT SECTOR SPDR TR
19,985$1.4B0.03%
174
EEMISHARES TR
35,737$1.4B0.03%
175
GDGENERAL DYNAMICS CORP
6,450$1.4B0.03%
176
NXPINXP SEMICONDUCTORS N V
9,591$1.4B0.03%
177
PAYXPAYCHEX INC
12,400$1.4B0.03%
178
PNCPNC FINL SVCS GROUP INC
8,859$1.4B0.03%
179
WRKUSDWESTROCK CO
33,786$1.3B0.03%
180
AVGOBROADCOM INC
2,721$1.3B0.03%
181
SPGIS&P GLOBAL INC
3,881$1.3B0.03%
182
AQLTISHARES TR
21,923$1.3B0.03%
183
DBEFDBX ETF TR
36,124$1.3B0.03%
184
KHCKRAFT HEINZ CO
32,929$1.3B0.03%
185
SOSOUTHERN CO
17,583$1.3B0.03%
186
MRSHMARSH & MCLENNAN COS INC
7,933$1.2B0.03%
187
BDXBECTON DICKINSON & CO
4,923$1.2B0.03%
188
COPCONOCOPHILLIPS
13,346$1.2B0.03%
189
IJJISHARES TR
12,537$1.2B0.02%
190
YUMYUM BRANDS INC
10,421$1.2B0.02%
191
XLCSELECT SECTOR SPDR TR
21,725$1.2B0.02%
192
VLOVALERO ENERGY CORP
11,005$1.2B0.02%
193
DOVDOVER CORP
9,618$1.2B0.02%
194
MARMARRIOTT INTL INC NEW
8,529$1.2B0.02%
195
PRFZINVESCO EXCHANGE TRADED FD T
7,518$1.2B0.02%
196
NDQINVESCO QQQ TR
4,031$1.1B0.02%
197
SUSAISHARES TR
13,762$1.1B0.02%
198
WBSWEBSTER FINL CORP
26,116$1.1B0.02%
199
DTDWISDOMTREE TR
18,900$1.1B0.02%
200
METAMETA PLATFORMS INC
6,772$1.1B0.02%
PreviousPage 2 of 4Next