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 |
|---|---|---|---|---|---|
| 201 | JJACOBS SOLUTIONS INC | 8,786 | $1.2B | 17.96% | |
| 202 | BACVERIZON COMMUNICATIONS INC | 26,177 | $1.1B | 17.61% | |
| 203 | BSXBOSTON SCIENTIFIC CORP | 10,534 | $1.1B | 17.59% | |
| 204 | USBUS BANCORP DEL | 24,984 | $1.1B | 17.58% | |
| 205 | EQIXEQUINIX INC | 1,413 | $1.1B | 17.48% | |
| 206 | PWVINVESCO EXCHANGE TRADED FD T | 17,782 | $1.1B | 17.18% | |
| 207 | GILDGILEAD SCIENCES INC | 9,875 | $1.1B | 17.02% | |
| 208 | ENBENBRIDGE INC | 24,089 | $1.1B | 16.97% | |
| 209 | COPCONOCOPHILLIPS | 12,126 | $1.1B | 16.92% | |
| 210 | SCHGSCHWAB STRATEGIC TR | 37,120 | $1.1B | 16.86% | |
| 211 | BKNGBOOKING HOLDINGS INC | 187 | $1.1B | 16.83% | |
| 212 | INTCINTEL CORP | 47,150 | $1.1B | 16.42% | |
| 213 | DEDEERE & CO | 2,076 | $1.1B | 16.41% | |
| 214 | AMDADVANCED MICRO DEVICES INC | 7,174 | $1.0B | 15.83% | |
| 215 | SOSOUTHERN CO | 10,768 | $988.8M | 15.37% | |
| 216 | BMYBRISTOL-MYERS SQUIBB CO | 21,171 | $980.0M | 15.24% | |
| 217 | GDGENERAL DYNAMICS CORP | 3,262 | $951.4M | 14.79% | |
| 218 | EEMISHARES TR | 19,661 | $948.4M | 14.75% | |
| 219 | VRTXVERTEX PHARMACEUTICALS INC | 2,128 | $947.4M | 14.73% | |
| 220 | IBITISHARES BITCOIN TRUST ETF | 15,358 | $940.1M | 14.62% | |
| 221 | COINCOINBASE GLOBAL INC | 2,660 | $932.3M | 14.50% | |
| 222 | GLWCORNING INC | 17,248 | $907.1M | 14.10% | |
| 223 | STESTERIS PLC | 3,696 | $887.9M | 13.80% | |
| 224 | LINLINDE PLC | 1,797 | $843.1M | 13.11% | |
| 225 | SPHSUBURBAN PROPANE PARTNERS L | 45,438 | $842.0M | 13.09% | |
| 226 | PRFINVESCO EXCHANGE TRADED FD T | 19,658 | $830.9M | 12.92% | |
| 227 | TPLTEXAS PACIFIC LAND CORPORATI | 776 | $819.8M | 12.75% | |
| 228 | JEPIJ P MORGAN EXCHANGE TRADED F | 14,334 | $814.9M | 12.67% | |
| 229 | EDCONSOLIDATED EDISON INC | 8,020 | $804.8M | 12.51% | |
| 230 | DPZDOMINOS PIZZA INC | 1,773 | $798.9M | 12.42% | |
| 231 | CITHE CIGNA GROUP | 2,348 | $776.2M | 12.07% | |
| 232 | PANWPALO ALTO NETWORKS INC | 3,784 | $774.4M | 12.04% | |
| 233 | INTUINTUIT | 979 | $771.1M | 11.99% | |
| 234 | DONSPDR DOW JONES INDL AVERAGE | 1,712 | $754.4M | 11.73% | |
| 235 | MCOMOODYS CORP | 1,504 | $754.4M | 11.73% | |
| 236 | SPTMSPDR SERIES TRUST | 10,067 | $753.9M | 11.72% | |
| 237 | MOALTRIA GROUP INC | 12,787 | $749.7M | 11.66% | |
| 238 | ANETARISTA NETWORKS INC | 7,203 | $736.9M | 11.46% | |
| 239 | DFAXDIMENSIONAL ETF TRUST | 25,000 | $734.3M | 11.42% | |
| 240 | ABGCENCORA INC | 2,440 | $731.6M | 11.38% | |
| 241 | GBDCGOLUB CAP BDC INC | 49,838 | $730.1M | 11.35% | |
| 242 | JEFJEFFERIES FINL GROUP INC | 13,108 | $716.9M | 11.15% | |
| 243 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 9,091 | $709.4M | 11.03% | |
| 244 | REGNREGENERON PHARMACEUTICALS | 1,351 | $709.3M | 11.03% | |
| 245 | GWWGRAINGER W W INC | 681 | $708.4M | 11.01% | |
| 246 | DELLDELL TECHNOLOGIES INC | 5,755 | $705.6M | 10.97% | |
| 247 | XBISPDR SERIES TRUST | 8,492 | $704.2M | 10.95% | |
| 248 | VRSKVERISK ANALYTICS INC | 2,260 | $704.0M | 10.95% | |
| 249 | IWNISHARES TR | 4,449 | $701.9M | 10.91% | |
| 250 | MCXMCCORMICK & CO INC | 9,082 | $688.6M | 10.71% | |
| 251 | PCTPURECYCLE TECHNOLOGIES INC | 50,000 | $685.0M | 10.65% | |
| 252 | URIUNITED RENTALS INC | 893 | $672.8M | 10.46% | |
| 253 | EFGISHARES TR | 5,877 | $658.2M | 10.23% | |
| 254 | DDDUPONT DE NEMOURS INC | 9,555 | $655.4M | 10.19% | |
| 255 | HOODROBINHOOD MKTS INC | 6,991 | $654.6M | 10.18% | |
| 256 | MSIMOTOROLA SOLUTIONS INC | 1,524 | $640.8M | 9.96% | |
| 257 | KLACKLA CORP | 710 | $636.0M | 9.89% | |
| 258 | PSAPUBLIC STORAGE OPER CO | 2,163 | $634.8M | 9.87% | |
| 259 | BDXBECTON DICKINSON & CO | 3,542 | $610.1M | 9.49% | |
| 260 | GDXJVANECK ETF TRUST | 8,975 | $606.6M | 9.43% | |
| 261 | CMECME GROUP INC | 2,177 | $600.0M | 9.33% | |
| 262 | TMUST-MOBILE US INC | 2,508 | $597.6M | 9.29% | |
| 263 | DHID R HORTON INC | 4,572 | $589.4M | 9.16% | |
| 264 | AWCAMERICAN WTR WKS CO INC NEW | 4,220 | $587.0M | 9.13% | |
| 265 | CRWVCOREWEAVE INC | 3,600 | $587.0M | 9.13% | |
| 266 | WWDWOODWARD INC | 2,359 | $578.2M | 8.99% | |
| 267 | MSCIMSCI INC | 999 | $576.2M | 8.96% | |
| 268 | ISRGINTUITIVE SURGICAL INC | 1,060 | $576.0M | 8.96% | |
| 269 | TTTRANE TECHNOLOGIES PLC | 1,316 | $575.6M | 8.95% | |
| 270 | FQIDIGITAL RLTY TR INC | 3,287 | $573.0M | 8.91% | |
| 271 | OBDCBLUE OWL CAPITAL CORPORATION | 39,800 | $570.7M | 8.87% | |
| 272 | BXSLBLACKSTONE SECD LENDING FD | 18,150 | $558.1M | 8.68% | |
| 273 | NSCNORFOLK SOUTHN CORP | 2,146 | $549.3M | 8.54% | |
| 274 | A4SAMERIPRISE FINL INC | 1,020 | $544.4M | 8.46% | |
| 275 | TFCTRUIST FINL CORP | 12,488 | $536.9M | 8.35% | |
| 276 | GBTCGRAYSCALE BITCOIN TRUST ETF | 6,250 | $530.2M | 8.24% | |
| 277 | ROKROCKWELL AUTOMATION INC | 1,563 | $519.2M | 8.07% | |
| 278 | MLMMARTIN MARIETTA MATLS INC | 928 | $509.4M | 7.92% | |
| 279 | RNRRENAISSANCERE HLDGS LTD | 2,067 | $502.1M | 7.81% | |
| 280 | LRCXLAM RESEARCH CORP | 5,154 | $501.7M | 7.80% | |
| 281 | VTVVANGUARD INDEX FDS | 2,800 | $494.9M | 7.69% | |
| 282 | PRMPERIMETER SOLUTIONS INC | 35,000 | $487.2M | 7.57% | |
| 283 | WABWABTEC | 2,321 | $485.9M | 7.55% | |
| 284 | IWPISHARES TR | 3,499 | $485.2M | 7.54% | |
| 285 | EIXEDISON INTL | 9,241 | $476.8M | 7.41% | |
| 286 | VNQVANGUARD INDEX FDS | 5,344 | $475.9M | 7.40% | |
| 287 | MPCMARATHON PETE CORP | 2,865 | $475.9M | 7.40% | |
| 288 | CSXCSX CORP | 14,540 | $474.4M | 7.38% | |
| 289 | ANAUTONATION INC | 2,368 | $470.4M | 7.31% | |
| 290 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,390 | $470.0M | 7.31% | |
| 291 | TELTE CONNECTIVITY PLC | 2,775 | $468.1M | 7.28% | |
| 292 | EVREVERCORE INC | 1,720 | $464.4M | 7.22% | |
| 293 | MUMICRON TECHNOLOGY INC | 3,751 | $462.3M | 7.19% | |
| 294 | BBYBEST BUY INC | 6,875 | $461.5M | 7.18% | |
| 295 | RSGREPUBLIC SVCS INC | 1,846 | $455.2M | 7.08% | |
| 296 | MUBISHARES TR | 4,297 | $449.0M | 6.98% | |
| 297 | IWOISHARES TR | 1,560 | $445.9M | 6.93% | |
| 298 | SHOPSHOPIFY INC | 3,790 | $437.2M | 6.80% | |
| 299 | APDAIR PRODS & CHEMS INC | 1,539 | $434.1M | 6.75% | |
| 300 | APOAPOLLO GLOBAL MGMT INC | 2,981 | $422.9M | 6.58% |