Evercore Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$6.4T
Holdings
406
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (406 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 836,043 | $415.9B | 6.47% | |
| 2 | NVDANVIDIA CORPORATION | 2,413,188 | $381.3B | 5.93% | |
| 3 | AAPLAPPLE INC | 1,645,530 | $337.6B | 5.25% | |
| 4 | AMZNAMAZON COM INC | 1,163,536 | $255.3B | 3.97% | |
| 5 | MAMASTERCARD INCORPORATED | 412,418 | $231.8B | 3.60% | |
| 6 | BXBLACKSTONE INC | 1,358,268 | $203.2B | 3.16% | |
| 7 | AZOAUTOZONE INC | 52,902 | $196.4B | 3.05% | |
| 8 | DWDMORGAN STANLEY | 1,261,942 | $177.8B | 2.76% | |
| 9 | GOOGALPHABET INC | 983,616 | $174.5B | 2.71% | |
| 10 | JPMJPMORGAN CHASE & CO. | 600,108 | $174.0B | 2.70% | |
| 11 | HDHOME DEPOT INC | 450,742 | $165.3B | 2.57% | |
| 12 | WMBWILLIAMS COS INC | 2,533,229 | $159.1B | 2.47% | |
| 13 | CBRECBRE GROUP INC | 1,038,503 | $145.5B | 2.26% | |
| 14 | GOOGLALPHABET INC | 781,694 | $137.8B | 2.14% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 271,667 | $132.0B | 2.05% | |
| 16 | CBCHUBB LIMITED | 435,449 | $126.2B | 1.96% | |
| 17 | BLKBLACKROCK INC | 110,130 | $115.6B | 1.80% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 284,202 | $115.2B | 1.79% | |
| 19 | ACNACCENTURE PLC IRELAND | 363,546 | $108.7B | 1.69% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 103,881 | $102.8B | 1.60% | |
| 21 | BLDRBUILDERS FIRSTSOURCE INC | 873,956 | $102.0B | 1.59% | |
| 22 | UBERUBER TECHNOLOGIES INC | 1,074,811 | $100.3B | 1.56% | |
| 23 | UNHUNITEDHEALTH GROUP INC | 309,817 | $96.7B | 1.50% | |
| 24 | AMTAMERICAN TOWER CORP NEW | 405,552 | $89.6B | 1.39% | |
| 25 | CDWCDW CORP | 501,474 | $89.6B | 1.39% | |
| 26 | VIKVIKING HOLDINGS LTD | 1,678,470 | $89.4B | 1.39% | |
| 27 | DLNWISDOMTREE TR | 1,072,367 | $88.1B | 1.37% | |
| 28 | FIXCOMFORT SYS USA INC | 158,670 | $85.1B | 1.32% | |
| 29 | CROXCROCS INC | 794,224 | $80.4B | 1.25% | |
| 30 | ADBEADOBE INC | 205,097 | $79.3B | 1.23% | |
| 31 | EOGEOG RES INC | 639,255 | $76.5B | 1.19% | |
| 32 | AKXANSYS INC | 215,284 | $75.6B | 1.18% | |
| 33 | PGRPROGRESSIVE CORP | 269,108 | $71.8B | 1.12% | |
| 34 | SPYSPDR S&P 500 ETF TR | 115,526 | $71.4B | 1.11% | |
| 35 | GNRCGENERAC HLDGS INC | 432,145 | $61.9B | 0.96% | |
| 36 | FISVFISERV INC | 329,341 | $56.8B | 0.88% | |
| 37 | TJXTJX COS INC NEW | 354,882 | $43.8B | 0.68% | |
| 38 | IVVISHARES TR | 66,429 | $41.2B | 0.64% | |
| 39 | IAU*ISHARES GOLD TR | 635,955 | $39.7B | 0.62% | |
| 40 | VOOVANGUARD INDEX FDS | 68,311 | $38.8B | 0.60% | |
| 41 | ARCCARES CAPITAL CORP | 1,666,373 | $36.6B | 0.57% | |
| 42 | SHWSHERWIN WILLIAMS CO | 101,837 | $35.0B | 0.54% | |
| 43 | DXJWISDOMTREE TR | 298,913 | $34.2B | 0.53% | |
| 44 | LLYELI LILLY & CO | 35,947 | $28.0B | 0.44% | |
| 45 | JNJJOHNSON & JOHNSON | 165,977 | $25.4B | 0.39% | |
| 46 | IWFISHARES TR | 58,225 | $24.7B | 0.38% | |
| 47 | ROPROPER TECHNOLOGIES INC | 42,000 | $23.8B | 0.37% | |
| 48 | CVXCHEVRON CORP NEW | 164,254 | $23.5B | 0.37% | |
| 49 | GQ9SPDR GOLD TR | 75,873 | $23.1B | 0.36% | |
| 50 | IBMINTERNATIONAL BUSINESS MACHS | 59,410 | $17.5B | 0.27% | |
| 51 | JAAAJANUS DETROIT STR TR | 341,851 | $17.3B | 0.27% | |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 55,960 | $17.3B | 0.27% | |
| 53 | ABTABBOTT LABS | 122,699 | $16.7B | 0.26% | |
| 54 | ABBVABBVIE INC | 86,106 | $16.0B | 0.25% | |
| 55 | EFAISHARES TR | 177,847 | $15.9B | 0.25% | |
| 56 | SCHWSCHWAB CHARLES CORP | 173,403 | $15.8B | 0.25% | |
| 57 | ORCLORACLE CORP | 61,712 | $13.5B | 0.21% | |
| 58 | PEPPEPSICO INC | 100,810 | $13.3B | 0.21% | |
| 59 | SYKSTRYKER CORPORATION | 32,201 | $12.7B | 0.20% | |
| 60 | VVISA INC | 35,516 | $12.6B | 0.20% | |
| 61 | MCDMCDONALDS CORP | 42,608 | $12.4B | 0.19% | |
| 62 | CSCOCISCO SYS INC | 175,887 | $12.2B | 0.19% | |
| 63 | MCKMCKESSON CORP | 16,122 | $11.8B | 0.18% | |
| 64 | VEAVANGUARD TAX-MANAGED FDS | 206,527 | $11.8B | 0.18% | |
| 65 | PGPROCTER AND GAMBLE CO | 71,999 | $11.5B | 0.18% | |
| 66 | NEENEXTERA ENERGY INC | 163,661 | $11.4B | 0.18% | |
| 67 | RSPINVESCO EXCHANGE TRADED FD T | 59,317 | $10.8B | 0.17% | |
| 68 | KOCOCA COLA CO | 143,676 | $10.2B | 0.16% | |
| 69 | TXNTEXAS INSTRS INC | 48,169 | $10.0B | 0.16% | |
| 70 | XLKSELECT SECTOR SPDR TR | 39,222 | $9.9B | 0.15% | |
| 71 | RTXRTX CORPORATION | 67,642 | $9.9B | 0.15% | |
| 72 | IJHISHARES TR | 158,814 | $9.8B | 0.15% | |
| 73 | TSLATESLA INC | 29,945 | $9.5B | 0.15% | |
| 74 | AVGOBROADCOM INC | 33,238 | $9.2B | 0.14% | |
| 75 | XOMEXXON MOBIL CORP | 84,629 | $9.1B | 0.14% | |
| 76 | MDYSPDR S&P MIDCAP 400 ETF TR | 15,834 | $9.0B | 0.14% | |
| 77 | CHKPCHECK POINT SOFTWARE TECH LT | 36,273 | $8.0B | 0.12% | |
| 78 | BRK-BBERKSHIRE HATHAWAY INC DEL | 11 | $8.0B | 0.12% | |
| 79 | XLVSELECT SECTOR SPDR TR | 59,447 | $8.0B | 0.12% | |
| 80 | JBLJABIL INC | 36,540 | $8.0B | 0.12% | |
| 81 | IWMISHARES TR | 36,449 | $7.9B | 0.12% | |
| 82 | WMTWALMART INC | 80,397 | $7.9B | 0.12% | |
| 83 | MRKMERCK & CO INC | 95,958 | $7.6B | 0.12% | |
| 84 | LOWLOWES COS INC | 32,995 | $7.3B | 0.11% | |
| 85 | GLDMWORLD GOLD TR | 108,435 | $7.1B | 0.11% | |
| 86 | CRMSALESFORCE INC | 25,982 | $7.1B | 0.11% | |
| 87 | VEUVANGUARD INTL EQUITY INDEX F | 104,017 | $7.0B | 0.11% | |
| 88 | MPLXMPLX LP | 132,053 | $6.8B | 0.11% | |
| 89 | EPDENTERPRISE PRODS PARTNERS L | 216,493 | $6.7B | 0.10% | |
| 90 | APHAMPHENOL CORP NEW | 61,745 | $6.1B | 0.09% | |
| 91 | IVWISHARES TR | 55,010 | $6.1B | 0.09% | |
| 92 | NFLXNETFLIX INC | 4,407 | $5.9B | 0.09% | |
| 93 | VBVANGUARD INDEX FDS | 24,541 | $5.8B | 0.09% | |
| 94 | ECLECOLAB INC | 21,179 | $5.7B | 0.09% | |
| 95 | NDQINVESCO QQQ TR | 10,237 | $5.6B | 0.09% | |
| 96 | NETCLOUDFLARE INC | 28,330 | $5.5B | 0.09% | |
| 97 | VTIVANGUARD INDEX FDS | 18,244 | $5.5B | 0.09% | |
| 98 | ITWILLINOIS TOOL WKS INC | 21,631 | $5.3B | 0.08% | |
| 99 | IWBISHARES TR | 15,552 | $5.3B | 0.08% | |
| 100 | AMGNAMGEN INC | 18,535 | $5.2B | 0.08% |
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