Evercore Wealth Management, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$6.4T

Holdings

410

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (410 positions)

#StockSharesValue% PortfolioType
101
IJRISHARES TR
43,594$4.6B0.07%
102
RPMRPM INTL INC
42,550$4.6B0.07%
103
DISDISNEY WALT CO
45,891$4.6B0.07%
104
QCOMQUALCOMM INC
22,821$4.5B0.07%
105
APHAMPHENOL CORP NEW
66,678$4.5B0.07%
106
HONHONEYWELL INTL INC
20,200$4.3B0.07%
107
IVEISHARES TR
23,674$4.3B0.07%
108
VUGVANGUARD INDEX FDS
11,014$4.1B0.06%
109
EMREMERSON ELEC CO
36,729$4.0B0.06%
110
VOVANGUARD INDEX FDS
16,586$4.0B0.06%
111
JBLJABIL INC
36,540$4.0B0.06%
112
VVVANGUARD INDEX FDS
15,147$3.8B0.06%
113
PGRPROGRESSIVE CORP
17,840$3.7B0.06%
114
MTDMETTLER TOLEDO INTERNATIONAL
2,611$3.6B0.06%
115
METAMETA PLATFORMS INC
7,195$3.6B0.06%
116
AFLAFLAC INC
40,149$3.6B0.06%
117
BACBANK AMERICA CORP
88,682$3.5B0.06%
118
CARRCARRIER GLOBAL CORPORATION
54,815$3.5B0.05%
119
GLDMWORLD GOLD TR
74,635$3.4B0.05%
120
NETCLOUDFLARE INC
41,500$3.4B0.05%
121
CATCATERPILLAR INC
10,122$3.4B0.05%
122
INTCINTEL CORP
106,668$3.3B0.05%
123
AXPAMERICAN EXPRESS CO
14,248$3.3B0.05%
124
CSRCENTERSPACE
47,436$3.2B0.05%
125
SBUXSTARBUCKS CORP
40,704$3.2B0.05%
126
4I1PHILIP MORRIS INTL INC
30,837$3.1B0.05%
127
ORLYOREILLY AUTOMOTIVE INC
2,936$3.1B0.05%
128
XLFSELECT SECTOR SPDR TR
74,541$3.1B0.05%
129
SCHGSCHWAB STRATEGIC TR
30,282$3.1B0.05%
130
NFLXNETFLIX INC
4,495$3.0B0.05%
131
CLCOLGATE PALMOLIVE CO
30,844$3.0B0.05%
132
IWRISHARES TR
36,675$3.0B0.05%
133
IDXXIDEXX LABS INC
5,955$2.9B0.05%
134
DUKDUKE ENERGY CORP NEW
27,017$2.7B0.04%
135
SONSONOCO PRODS CO
53,191$2.7B0.04%
136
CVSCVS HEALTH CORP
45,666$2.7B0.04%
137
OTISOTIS WORLDWIDE CORP
27,712$2.7B0.04%
138
DYHTARGET CORP
16,726$2.5B0.04%
139
ICEINTERCONTINENTAL EXCHANGE IN
17,811$2.4B0.04%
140
GSGOLDMAN SACHS GROUP INC
5,306$2.4B0.04%
141
TMUST-MOBILE US INC
13,543$2.4B0.04%
142
XLCSELECT SECTOR SPDR TR
27,610$2.4B0.04%
143
XLYSELECT SECTOR SPDR TR
12,912$2.4B0.04%
144
XLISELECT SECTOR SPDR TR
19,314$2.4B0.04%
145
XOPSPDR SER TR
16,073$2.3B0.04%
146
ZTSZOETIS INC
13,211$2.3B0.04%
147
NXPINXP SEMICONDUCTORS N V
8,406$2.3B0.04%
148
IWDISHARES TR
12,873$2.2B0.04%
149
WFCWELLS FARGO CO NEW
37,554$2.2B0.04%
150
TRVTRAVELERS COMPANIES INC
10,881$2.2B0.03%
151
AQLTISHARES TR
30,056$2.2B0.03%
152
DELLDELL TECHNOLOGIES INC
15,793$2.2B0.03%
153
MDLZMONDELEZ INTL INC
32,474$2.1B0.03%
154
MRSHMARSH & MCLENNAN COS INC
10,037$2.1B0.03%
155
MDTMEDTRONIC PLC
26,701$2.1B0.03%
156
ATRAPTARGROUP INC
14,877$2.1B0.03%
157
DXJWISDOMTREE TR
18,490$2.1B0.03%
158
BABOEING CO
11,238$2.0B0.03%
159
LMTLOCKHEED MARTIN CORP
4,355$2.0B0.03%
160
XLBSELECT SECTOR SPDR TR
22,511$2.0B0.03%
161
XLFISELECT SECTOR SPDR TR
25,716$2.0B0.03%
162
AAXJISHARES TR
26,839$1.9B0.03%
163
YUMYUM BRANDS INC
14,457$1.9B0.03%
164
GTLSCHART INDS INC
13,180$1.9B0.03%
165
PSXPHILLIPS 66
13,320$1.9B0.03%
166
VGTVANGUARD WORLD FD
3,253$1.9B0.03%
167
VIGVANGUARD SPECIALIZED FUNDS
10,243$1.9B0.03%
168
XLESELECT SECTOR SPDR TR
19,659$1.8B0.03%
169
AQLTISHARES TR
14,488$1.8B0.03%
170
JJACOBS SOLUTIONS INC
12,476$1.7B0.03%
171
MARMARRIOTT INTL INC NEW
7,168$1.7B0.03%
172
CMCSACOMCAST CORP NEW
43,461$1.7B0.03%
173
SPGIS&P GLOBAL INC
3,780$1.7B0.03%
174
GEGE AEROSPACE
10,430$1.7B0.03%
175
BMYBRISTOL-MYERS SQUIBB CO
39,464$1.6B0.03%
176
OEFISHARES TR
6,170$1.6B0.03%
177
COPCONOCOPHILLIPS
14,095$1.6B0.03%
178
SYYSYSCO CORP
22,190$1.6B0.02%
179
DOVDOVER CORP
8,681$1.6B0.02%
180
IWNISHARES TR
10,233$1.6B0.02%
181
GDGENERAL DYNAMICS CORP
5,263$1.5B0.02%
182
SUSAISHARES TR
13,512$1.5B0.02%
183
COFCAPITAL ONE FINL CORP
10,963$1.5B0.02%
184
AMDADVANCED MICRO DEVICES INC
9,348$1.5B0.02%
185
WMWASTE MGMT INC DEL
7,105$1.5B0.02%
186
HDVISHARES TR
13,771$1.5B0.02%
187
PHPARKER-HANNIFIN CORP
2,939$1.5B0.02%
188
DBEFDBX ETF TR
35,624$1.5B0.02%
189
MMM3M CO
13,921$1.4B0.02%
190
AYIACUITY BRANDS INC
5,867$1.4B0.02%
191
REGNREGENERON PHARMACEUTICALS
1,305$1.4B0.02%
192
DPZDOMINOS PIZZA INC
2,625$1.4B0.02%
193
IWVISHARES TR
4,342$1.3B0.02%
194
DTDWISDOMTREE TR
18,900$1.3B0.02%
195
PRFZINVESCO EXCHANGE TRADED FD T
35,020$1.3B0.02%
196
ADIANALOG DEVICES INC
5,772$1.3B0.02%
197
KMBKIMBERLY-CLARK CORP
9,331$1.3B0.02%
198
VTVANGUARD INTL EQUITY INDEX F
11,392$1.3B0.02%
199
AJGGALLAGHER ARTHUR J & CO
4,886$1.3B0.02%
200
BNBROOKFIELD CORP
30,369$1.3B0.02%
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