Evercore Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$6.4B
Holdings
406
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (406 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | UNPUNION PAC CORP | 20,920 | $4.8B | 74.84% | |
| 102 | METAMETA PLATFORMS INC | 6,519 | $4.8B | 74.81% | |
| 103 | DISDISNEY WALT CO | 37,720 | $4.7B | 72.73% | |
| 104 | VWOVANGUARD INTL EQUITY INDEX F | 94,402 | $4.7B | 72.59% | |
| 105 | VUGVANGUARD INDEX FDS | 10,450 | $4.6B | 71.23% | |
| 106 | PLTRPALANTIR TECHNOLOGIES INC | 33,351 | $4.5B | 70.69% | |
| 107 | DHRDANAHER CORPORATION | 22,991 | $4.5B | 70.61% | |
| 108 | 4I1PHILIP MORRIS INTL INC | 24,741 | $4.5B | 70.06% | |
| 109 | AMATAPPLIED MATLS INC | 24,262 | $4.4B | 69.06% | |
| 110 | AXPAMERICAN EXPRESS CO | 13,592 | $4.3B | 67.41% | |
| 111 | HONHONEYWELL INTL INC | 18,040 | $4.2B | 65.32% | |
| 112 | RPMRPM INTL INC | 38,150 | $4.2B | 65.15% | |
| 113 | VVVANGUARD INDEX FDS | 14,507 | $4.1B | 64.35% | |
| 114 | EMREMERSON ELEC CO | 30,920 | $4.1B | 64.10% | |
| 115 | IJRISHARES TR | 36,565 | $4.0B | 62.13% | |
| 116 | VOVANGUARD INDEX FDS | 14,147 | $4.0B | 61.55% | |
| 117 | CARRCARRIER GLOBAL CORPORATION | 52,883 | $3.9B | 60.18% | |
| 118 | ORLYOREILLY AUTOMOTIVE INC | 42,405 | $3.8B | 59.42% | |
| 119 | XLFSELECT SECTOR SPDR TR | 72,661 | $3.8B | 59.16% | |
| 120 | CATCATERPILLAR INC | 9,724 | $3.8B | 58.69% | |
| 121 | GSGOLDMAN SACHS GROUP INC | 5,101 | $3.6B | 56.13% | |
| 122 | IVEISHARES TR | 16,837 | $3.3B | 51.16% | |
| 123 | CHDCHURCH & DWIGHT CO INC | 33,948 | $3.3B | 50.73% | |
| 124 | NKENIKE INC | 45,416 | $3.2B | 50.16% | |
| 125 | ICEINTERCONTINENTAL EXCHANGE IN | 17,481 | $3.2B | 49.87% | |
| 126 | WFCWELLS FARGO CO NEW | 37,075 | $3.0B | 46.18% | |
| 127 | IWRISHARES TR | 32,195 | $3.0B | 46.04% | |
| 128 | VGKVANGUARD INTL EQUITY INDEX F | 37,939 | $2.9B | 45.71% | |
| 129 | DUKDUKE ENERGY CORP NEW | 24,810 | $2.9B | 45.52% | |
| 130 | IDXXIDEXX LABS INC | 5,444 | $2.9B | 45.40% | |
| 131 | QCOMQUALCOMM INC | 18,273 | $2.9B | 45.25% | |
| 132 | PFEPFIZER INC | 119,102 | $2.9B | 44.89% | |
| 133 | CSRCENTERSPACE | 46,771 | $2.8B | 43.77% | |
| 134 | AFLAFLAC INC | 26,606 | $2.8B | 43.63% | |
| 135 | GEGE AEROSPACE | 10,633 | $2.7B | 42.55% | |
| 136 | TRVTRAVELERS COMPANIES INC | 10,164 | $2.7B | 42.28% | |
| 137 | OTISOTIS WORLDWIDE CORP | 27,113 | $2.7B | 41.74% | |
| 138 | MTDMETTLER TOLEDO INTERNATIONAL | 2,194 | $2.6B | 40.07% | |
| 139 | VIGVANGUARD SPECIALIZED FUNDS | 12,387 | $2.5B | 39.42% | |
| 140 | XLCSELECT SECTOR SPDR TR | 22,741 | $2.5B | 38.37% | |
| 141 | XLISELECT SECTOR SPDR TR | 16,502 | $2.4B | 37.85% | |
| 142 | XLYSELECT SECTOR SPDR TR | 11,200 | $2.4B | 37.85% | |
| 143 | SBUXSTARBUCKS CORP | 26,098 | $2.4B | 37.18% | |
| 144 | MDTMEDTRONIC PLC | 27,079 | $2.4B | 36.70% | |
| 145 | CLCOLGATE PALMOLIVE CO | 25,723 | $2.3B | 36.35% | |
| 146 | IWDISHARES TR | 11,983 | $2.3B | 36.19% | |
| 147 | BACBANK AMERICA CORP | 49,024 | $2.3B | 36.07% | |
| 148 | UPSUNITED PARCEL SERVICE INC | 22,305 | $2.3B | 35.01% | |
| 149 | AAXJISHARES TR | 26,160 | $2.2B | 33.60% | |
| 150 | LMTLOCKHEED MARTIN CORP | 4,658 | $2.2B | 33.54% | |
| 151 | VGTVANGUARD WORLD FD | 3,175 | $2.1B | 32.74% | |
| 152 | PHPARKER-HANNIFIN CORP | 3,013 | $2.1B | 32.72% | |
| 153 | BABOEING CO | 9,842 | $2.1B | 32.06% | |
| 154 | MDLZMONDELEZ INTL INC | 30,090 | $2.0B | 31.55% | |
| 155 | MMM3M CO | 13,245 | $2.0B | 31.35% | |
| 156 | YUMYUM BRANDS INC | 13,439 | $2.0B | 30.96% | |
| 157 | ZTSZOETIS INC | 12,517 | $2.0B | 30.35% | |
| 158 | ATRAPTARGROUP INC | 12,377 | $1.9B | 30.10% | |
| 159 | AQLTISHARES TR | 14,488 | $1.9B | 29.92% | |
| 160 | HDVISHARES TR | 16,322 | $1.9B | 29.73% | |
| 161 | GEVGE VERNOVA INC | 3,567 | $1.9B | 29.35% | |
| 162 | XLFISELECT SECTOR SPDR TR | 22,771 | $1.8B | 28.67% | |
| 163 | OEFISHARES TR | 5,970 | $1.8B | 28.25% | |
| 164 | AQLTISHARES TR | 21,765 | $1.8B | 28.25% | |
| 165 | SONSONOCO PRODS CO | 41,446 | $1.8B | 28.07% | |
| 166 | MRSHMARSH & MCLENNAN COS INC | 8,095 | $1.8B | 27.52% | |
| 167 | SPGIS&P GLOBAL INC | 3,283 | $1.7B | 26.91% | |
| 168 | XLBSELECT SECTOR SPDR TR | 19,653 | $1.7B | 26.83% | |
| 169 | SUSAISHARES TR | 13,512 | $1.7B | 26.63% | |
| 170 | NXPINXP SEMICONDUCTORS N V | 7,837 | $1.7B | 26.62% | |
| 171 | MARMARRIOTT INTL INC NEW | 6,132 | $1.7B | 26.05% | |
| 172 | BNBROOKFIELD CORP | 26,832 | $1.7B | 25.80% | |
| 173 | SYYSYSCO CORP | 21,760 | $1.6B | 25.62% | |
| 174 | XOPSPDR SERIES TRUST | 12,968 | $1.6B | 25.36% | |
| 175 | WMWASTE MGMT INC DEL | 7,040 | $1.6B | 25.05% | |
| 176 | VTVANGUARD INTL EQUITY INDEX F | 12,399 | $1.6B | 24.78% | |
| 177 | PSXPHILLIPS 66 | 13,116 | $1.6B | 24.33% | |
| 178 | KMIKINDER MORGAN INC DEL | 53,090 | $1.6B | 24.27% | |
| 179 | DBEFDBX ETF TR | 35,624 | $1.6B | 24.23% | |
| 180 | BWABORGWARNER INC | 46,026 | $1.5B | 23.96% | |
| 181 | AJGGALLAGHER ARTHUR J & CO | 4,746 | $1.5B | 23.62% | |
| 182 | PNCPNC FINL SVCS GROUP INC | 8,132 | $1.5B | 23.57% | |
| 183 | IWVISHARES TR | 4,252 | $1.5B | 23.20% | |
| 184 | AYIACUITY INC | 4,865 | $1.5B | 22.57% | |
| 185 | STZCONSTELLATION BRANDS INC | 8,837 | $1.4B | 22.35% | |
| 186 | PRFZINVESCO EXCHANGE TRADED FD T | 35,020 | $1.4B | 22.14% | |
| 187 | DOVDOVER CORP | 7,333 | $1.3B | 20.89% | |
| 188 | IEMGISHARES INC | 22,338 | $1.3B | 20.85% | |
| 189 | PAYXPAYCHEX INC | 9,008 | $1.3B | 20.37% | |
| 190 | XARSPDR SERIES TRUST | 6,123 | $1.3B | 20.08% | |
| 191 | CMCSACOMCAST CORP NEW | 35,949 | $1.3B | 19.95% | |
| 192 | ADIANALOG DEVICES INC | 5,297 | $1.3B | 19.60% | |
| 193 | NOWSERVICENOW INC | 1,199 | $1.2B | 19.17% | |
| 194 | SLVISHARES SILVER TR | 37,058 | $1.2B | 18.90% | |
| 195 | LHXL3HARRIS TECHNOLOGIES INC | 4,813 | $1.2B | 18.77% | |
| 196 | KMBKIMBERLY-CLARK CORP | 9,335 | $1.2B | 18.71% | |
| 197 | XLESELECT SECTOR SPDR TR | 14,183 | $1.2B | 18.70% | |
| 198 | VOOVVANGUARD ADMIRAL FDS INC | 6,304 | $1.2B | 18.50% | |
| 199 | DYHTARGET CORP | 11,909 | $1.2B | 18.27% | |
| 200 | ETNEATON CORP PLC | 3,247 | $1.2B | 18.02% |