Evercore Wealth Management, LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$3.4T
Holdings
400
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (400 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MDTMEDTRONIC PLC | 38,379 | $4.2B | 0.12% | |
| 102 | DHRDANAHER CORPORATION | 28,508 | $4.1B | 0.12% | |
| 103 | NEENEXTERA ENERGY INC | 17,417 | $4.1B | 0.12% | |
| 104 | SONSONOCO PRODS CO | 69,293 | $4.0B | 0.12% | |
| 105 | HONHONEYWELL INTL INC | 23,635 | $4.0B | 0.12% | |
| 106 | IRET1USDINVESTORS REAL ESTATE TR | 52,150 | $3.9B | 0.11% | |
| 107 | 4I1PHILIP MORRIS INTL INC | 48,674 | $3.7B | 0.11% | |
| 108 | EOGEOG RES INC | 49,251 | $3.7B | 0.11% | |
| 109 | IBMINTERNATIONAL BUSINESS MACHS | 24,787 | $3.6B | 0.11% | |
| 110 | EMREMERSON ELEC CO | 53,684 | $3.6B | 0.11% | |
| 111 | BABOEING CO | 9,433 | $3.6B | 0.11% | |
| 112 | DUKDUKE ENERGY CORP NEW | 36,408 | $3.5B | 0.10% | |
| 113 | WMTWALMART INC | 27,574 | $3.3B | 0.10% | |
| 114 | VOVANGUARD INDEX FDS | 19,491 | $3.3B | 0.10% | |
| 115 | IWRISHARES TR | 58,301 | $3.3B | 0.10% | |
| 116 | CLCOLGATE PALMOLIVE CO | 43,980 | $3.2B | 0.09% | |
| 117 | DDOMINION ENERGY INC | 39,715 | $3.2B | 0.09% | |
| 118 | CVSCVS HEALTH CORP | 50,741 | $3.2B | 0.09% | |
| 119 | LMTLOCKHEED MARTIN CORP | 8,151 | $3.2B | 0.09% | |
| 120 | MTDMETTLER TOLEDO INTERNATIONAL | 4,509 | $3.2B | 0.09% | |
| 121 | LWLAMB WESTON HLDGS INC | 42,838 | $3.1B | 0.09% | |
| 122 | ATRAPTARGROUP INC | 25,985 | $3.1B | 0.09% | |
| 123 | MPCMARATHON PETE CORP | 49,589 | $3.0B | 0.09% | |
| 124 | SYYSYSCO CORP | 37,816 | $3.0B | 0.09% | |
| 125 | AFLAFLAC INC | 56,796 | $3.0B | 0.09% | |
| 126 | SLBSCHLUMBERGER LTD | 85,794 | $2.9B | 0.09% | |
| 127 | VVVANGUARD INDEX FDS | 21,281 | $2.9B | 0.09% | |
| 128 | ILMNILLUMINA INC | 9,216 | $2.8B | 0.08% | |
| 129 | TRVTRAVELERS COMPANIES INC | 18,424 | $2.7B | 0.08% | |
| 130 | IJRISHARES TR | 34,767 | $2.7B | 0.08% | |
| 131 | DBEFDBX ETF TR | 82,708 | $2.7B | 0.08% | |
| 132 | CMCSACOMCAST CORP NEW | 58,285 | $2.6B | 0.08% | |
| 133 | VTIVANGUARD INDEX FDS | 17,070 | $2.6B | 0.08% | |
| 134 | QCOMQUALCOMM INC | 31,975 | $2.4B | 0.07% | |
| 135 | BAXBAXTER INTL INC | 27,397 | $2.4B | 0.07% | |
| 136 | EEMISHARES TR | 58,442 | $2.4B | 0.07% | |
| 137 | APHAMPHENOL CORP NEW | 24,655 | $2.4B | 0.07% | |
| 138 | JBLJABIL INC | 65,000 | $2.3B | 0.07% | |
| 139 | PSXPHILLIPS 66 | 22,682 | $2.3B | 0.07% | |
| 140 | SPGIS&P GLOBAL INC | 9,295 | $2.3B | 0.07% | |
| 141 | METAFACEBOOK INC | 12,720 | $2.3B | 0.07% | |
| 142 | DYHTARGET CORP | 21,173 | $2.3B | 0.07% | |
| 143 | GDGENERAL DYNAMICS CORP | 12,179 | $2.2B | 0.07% | |
| 144 | KMBKIMBERLY CLARK CORP | 15,261 | $2.2B | 0.06% | |
| 145 | JECUSDJACOBS ENGR GROUP INC | 22,874 | $2.1B | 0.06% | |
| 146 | PGRPROGRESSIVE CORP OHIO | 26,818 | $2.1B | 0.06% | |
| 147 | TRVCCITIGROUP INC | 29,846 | $2.1B | 0.06% | |
| 148 | RTN1USDRAYTHEON CO | 10,456 | $2.1B | 0.06% | |
| 149 | BACBANK AMER CORP | 68,109 | $2.0B | 0.06% | |
| 150 | PNCPNC FINL SVCS GROUP INC | 14,036 | $2.0B | 0.06% | |
| 151 | COPCONOCOPHILLIPS | 33,927 | $1.9B | 0.06% | |
| 152 | IVWISHARES TR | 10,505 | $1.9B | 0.06% | |
| 153 | GEGENERAL ELECTRIC CO | 207,380 | $1.9B | 0.05% | |
| 154 | NDQINVESCO QQQ TR | 9,691 | $1.8B | 0.05% | |
| 155 | AXPAMERICAN EXPRESS CO | 15,393 | $1.8B | 0.05% | |
| 156 | GILDGILEAD SCIENCES INC | 28,737 | $1.8B | 0.05% | |
| 157 | VEAVANGUARD TAX MANAGED INTL FD | 44,054 | $1.8B | 0.05% | |
| 158 | PFFISHARES TR | 47,650 | $1.8B | 0.05% | |
| 159 | ICEINTERCONTINENTAL EXCHANGE IN | 19,171 | $1.8B | 0.05% | |
| 160 | DSIISHARES TR | 15,883 | $1.8B | 0.05% | |
| 161 | SOSOUTHERN CO | 28,061 | $1.7B | 0.05% | |
| 162 | IWVISHARES TR | 9,832 | $1.7B | 0.05% | |
| 163 | ORLYO REILLY AUTOMOTIVE INC NEW | 4,281 | $1.7B | 0.05% | |
| 164 | CLBCORE LABORATORIES N V | 35,595 | $1.7B | 0.05% | |
| 165 | XLFISELECT SECTOR SPDR TR | 20,574 | $1.7B | 0.05% | |
| 166 | DORMDORMAN PRODUCTS INC | 20,343 | $1.6B | 0.05% | |
| 167 | CATCATERPILLAR INC DEL | 12,638 | $1.6B | 0.05% | |
| 168 | VNQVANGUARD INDEX FDS | 16,668 | $1.6B | 0.05% | |
| 169 | AQLTISHARES TR | 24,610 | $1.5B | 0.04% | |
| 170 | MDLZMONDELEZ INTL INC | 26,268 | $1.5B | 0.04% | |
| 171 | VFCV F CORP | 16,228 | $1.4B | 0.04% | |
| 172 | ZTSZOETIS INC | 11,113 | $1.4B | 0.04% | |
| 173 | BDXBECTON DICKINSON & CO | 5,428 | $1.4B | 0.04% | |
| 174 | ENBENBRIDGE INC | 38,902 | $1.4B | 0.04% | |
| 175 | BIIBBIOGEN INC | 5,823 | $1.4B | 0.04% | |
| 176 | —CONNECTICUT WTR SVC INC | 19,228 | $1.3B | 0.04% | |
| 177 | XLRNACCELERON PHARMA INC | 32,742 | $1.3B | 0.04% | |
| 178 | SUSAISHARES TR | 10,356 | $1.3B | 0.04% | |
| 179 | 8CWCROWN CASTLE INTL CORP NEW | 9,201 | $1.3B | 0.04% | |
| 180 | DDDUPONT DE NEMOURS INC | 17,759 | $1.3B | 0.04% | |
| 181 | NXPINXP SEMICONDUCTORS N V | 11,460 | $1.3B | 0.04% | |
| 182 | MCXMCCORMICK & CO INC | 7,923 | $1.2B | 0.04% | |
| 183 | —WISDOMTREE TR | 18,902 | $1.2B | 0.04% | |
| 184 | PRFZINVESCO EXCHANGE TRADED FD T | 9,558 | $1.2B | 0.04% | |
| 185 | MOALTRIA GROUP INC | 29,550 | $1.2B | 0.04% | |
| 186 | STTSTATE STR CORP | 20,391 | $1.2B | 0.04% | |
| 187 | NSCNORFOLK SOUTHERN CORP | 6,478 | $1.2B | 0.03% | |
| 188 | PYPLPAYPAL HLDGS INC | 11,208 | $1.2B | 0.03% | |
| 189 | DOVDOVER CORP | 11,600 | $1.2B | 0.03% | |
| 190 | IWNISHARES TR | 9,212 | $1.1B | 0.03% | |
| 191 | EDCONSOLIDATED EDISON INC | 11,549 | $1.1B | 0.03% | |
| 192 | IEMGISHARES INC | 22,231 | $1.1B | 0.03% | |
| 193 | VTVVANGUARD INDEX FDS | 9,729 | $1.1B | 0.03% | |
| 194 | CDWCDW CORP | 8,479 | $1.0B | 0.03% | |
| 195 | ANAUTONATION INC | 20,576 | $1.0B | 0.03% | |
| 196 | LQDISHARES TR | 8,194 | $1.0B | 0.03% | |
| 197 | —CANTEL MEDICAL CORP | 13,872 | $1.0B | 0.03% | |
| 198 | YUMYUM BRANDS INC | 9,142 | $1.0B | 0.03% | |
| 199 | AGGISHARES TR | 9,137 | $1.0B | 0.03% | |
| 200 | AEPAMERICAN ELEC PWR CO INC | 10,994 | $1.0B | 0.03% |