Evercore Wealth Management, LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$4.1T
Holdings
377
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (377 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MTDMETTLER TOLEDO INTERNATIONAL | 3,990 | $3.9B | 0.09% | |
| 102 | MDTMEDTRONIC PLC | 36,804 | $3.8B | 0.09% | |
| 103 | GISGENERAL MLS INC | 57,855 | $3.6B | 0.09% | |
| 104 | METAFACEBOOK INC | 13,601 | $3.6B | 0.09% | |
| 105 | HONHONEYWELL INTL INC | 21,490 | $3.5B | 0.09% | |
| 106 | VOVANGUARD INDEX FDS | 19,835 | $3.5B | 0.09% | |
| 107 | EMREMERSON ELEC CO | 51,423 | $3.4B | 0.08% | |
| 108 | IRET1USDINVESTORS REAL ESTATE TR | 51,262 | $3.3B | 0.08% | |
| 109 | VVVANGUARD INDEX FDS | 21,281 | $3.3B | 0.08% | |
| 110 | CLCOLGATE PALMOLIVE CO | 42,718 | $3.3B | 0.08% | |
| 111 | SPGIS&P GLOBAL INC | 9,068 | $3.3B | 0.08% | |
| 112 | SONSONOCO PRODS CO | 63,691 | $3.3B | 0.08% | |
| 113 | IBMINTERNATIONAL BUSINESS MACHS | 26,644 | $3.2B | 0.08% | |
| 114 | CHGGCHEGG INC | 44,106 | $3.2B | 0.08% | |
| 115 | DYHTARGET CORP | 20,009 | $3.1B | 0.08% | |
| 116 | XLFISELECT SECTOR SPDR TR | 26,786 | $3.1B | 0.08% | |
| 117 | VTIVANGUARD INDEX FDS | 17,701 | $3.0B | 0.07% | |
| 118 | CMCSACOMCAST CORP NEW | 61,098 | $2.8B | 0.07% | |
| 119 | DUKDUKE ENERGY CORP NEW | 31,633 | $2.8B | 0.07% | |
| 120 | CVSCVS HEALTH CORP | 47,732 | $2.8B | 0.07% | |
| 121 | TAT&T INC | 96,680 | $2.8B | 0.07% | |
| 122 | 4I1PHILIP MORRIS INTL INC | 36,410 | $2.7B | 0.07% | |
| 123 | XLRNACCELERON PHARMA INC | 24,167 | $2.7B | 0.07% | |
| 124 | EPDENTERPRISE PRODS PARTNERS L | 171,079 | $2.7B | 0.07% | |
| 125 | AQLTISHARES TR | 32,864 | $2.7B | 0.07% | |
| 126 | ZTSZOETIS INC | 15,905 | $2.6B | 0.06% | |
| 127 | DDOMINION ENERGY INC | 33,304 | $2.6B | 0.06% | |
| 128 | IVEISHARES TR | 23,289 | $2.6B | 0.06% | |
| 129 | EEMISHARES TR | 57,470 | $2.5B | 0.06% | |
| 130 | ILMNILLUMINA INC | 8,084 | $2.5B | 0.06% | |
| 131 | BAXBAXTER INTL INC | 30,783 | $2.5B | 0.06% | |
| 132 | IVWISHARES TR | 10,617 | $2.5B | 0.06% | |
| 133 | APHAMPHENOL CORP NEW | 22,476 | $2.4B | 0.06% | |
| 134 | ATRAPTARGROUP INC | 21,430 | $2.4B | 0.06% | |
| 135 | LMTLOCKHEED MARTIN CORP | 6,067 | $2.3B | 0.06% | |
| 136 | SYYSYSCO CORP | 37,359 | $2.3B | 0.06% | |
| 137 | PGRPROGRESSIVE CORP | 23,302 | $2.2B | 0.05% | |
| 138 | IWRISHARES TR | 37,863 | $2.2B | 0.05% | |
| 139 | KMBKIMBERLY CLARK CORP | 14,696 | $2.2B | 0.05% | |
| 140 | NFLXNETFLIX INC | 4,255 | $2.1B | 0.05% | |
| 141 | JBLJABIL INC | 62,020 | $2.1B | 0.05% | |
| 142 | VUGVANGUARD INDEX FDS | 9,295 | $2.1B | 0.05% | |
| 143 | OTISOTIS WORLDWIDE CORP | 33,831 | $2.1B | 0.05% | |
| 144 | USBUS BANCORP DEL | 56,791 | $2.0B | 0.05% | |
| 145 | DSIISHARES TR | 15,883 | $2.0B | 0.05% | |
| 146 | CARRCARRIER GLOBAL CORPORATION | 65,914 | $2.0B | 0.05% | |
| 147 | JECUSDJACOBS ENGR GROUP INC | 21,690 | $2.0B | 0.05% | |
| 148 | ORLYOREILLY AUTOMOTIVE INC | 4,256 | $2.0B | 0.05% | |
| 149 | ICEINTERCONTINENTAL EXCHANGE IN | 19,193 | $1.9B | 0.05% | |
| 150 | PYPLPAYPAL HLDGS INC | 9,620 | $1.9B | 0.05% | |
| 151 | AFLAFLAC INC | 50,803 | $1.8B | 0.05% | |
| 152 | SCHGSCHWAB STRATEGIC TR | 15,344 | $1.8B | 0.04% | |
| 153 | MDLZMONDELEZ INTL INC | 30,729 | $1.8B | 0.04% | |
| 154 | AXPAMERICAN EXPRESS CO | 17,515 | $1.8B | 0.04% | |
| 155 | WFCWELLS FARGO CO NEW | 74,625 | $1.8B | 0.04% | |
| 156 | CATCATERPILLAR INC DEL | 11,575 | $1.7B | 0.04% | |
| 157 | IWDISHARES TR | 14,563 | $1.7B | 0.04% | |
| 158 | HDVISHARES TR | 21,207 | $1.7B | 0.04% | |
| 159 | DBEFDBX ETF TR | 53,480 | $1.6B | 0.04% | |
| 160 | SLVISHARES SILVER TR | 74,035 | $1.6B | 0.04% | |
| 161 | TRVTRAVELERS COMPANIES INC | 14,545 | $1.6B | 0.04% | |
| 162 | AQLTISHARES TR | 25,630 | $1.5B | 0.04% | |
| 163 | SUSAISHARES TR | 10,356 | $1.5B | 0.04% | |
| 164 | MCXMCCORMICK & CO INC | 7,783 | $1.5B | 0.04% | |
| 165 | BIIBBIOGEN INC | 5,189 | $1.5B | 0.04% | |
| 166 | BACBK OF AMERICA CORP | 60,834 | $1.5B | 0.04% | |
| 167 | IJRISHARES TR | 20,610 | $1.4B | 0.04% | |
| 168 | BABOEING CO | 8,747 | $1.4B | 0.04% | |
| 169 | NVDANVIDIA CORPORATION | 2,637 | $1.4B | 0.03% | |
| 170 | GDGENERAL DYNAMICS CORP | 10,271 | $1.4B | 0.03% | |
| 171 | NDQINVESCO QQQ TR | 5,070 | $1.4B | 0.03% | |
| 172 | GILDGILEAD SCIENCES INC | 22,278 | $1.4B | 0.03% | |
| 173 | IWVISHARES TR | 7,036 | $1.4B | 0.03% | |
| 174 | BAMBROOKFIELD ASSET MGMT INC | 40,482 | $1.3B | 0.03% | |
| 175 | NXPINXP SEMICONDUCTORS N V | 10,329 | $1.3B | 0.03% | |
| 176 | NSCNORFOLK SOUTHN CORP | 5,962 | $1.3B | 0.03% | |
| 177 | SOSOUTHERN CO | 22,857 | $1.2B | 0.03% | |
| 178 | IWNISHARES TR | 12,219 | $1.2B | 0.03% | |
| 179 | EOGEOG RES INC | 32,770 | $1.2B | 0.03% | |
| 180 | DOVDOVER CORP | 10,862 | $1.2B | 0.03% | |
| 181 | PNCPNC FINL SVCS GROUP INC | 10,657 | $1.2B | 0.03% | |
| 182 | BDXBECTON DICKINSON & CO | 5,011 | $1.2B | 0.03% | |
| 183 | GEGENERAL ELECTRIC CO | 187,069 | $1.2B | 0.03% | |
| 184 | KHCKRAFT HEINZ CO | 37,343 | $1.1B | 0.03% | |
| 185 | AWCAMERICAN WTR WKS CO INC NEW | 7,699 | $1.1B | 0.03% | |
| 186 | VFCV F CORP | 15,578 | $1.1B | 0.03% | |
| 187 | XEVVXEATON VANCE LTD DURATION INC | 94,785 | $1.1B | 0.03% | |
| 188 | EQIXEQUINIX INC | 1,400 | $1.1B | 0.03% | |
| 189 | AGGISHARES TR | 8,939 | $1.1B | 0.03% | |
| 190 | XLFISELECT SECTOR SPDR TR | 7,107 | $1.0B | 0.03% | |
| 191 | VTVVANGUARD INDEX FDS | 9,994 | $1.0B | 0.03% | |
| 192 | MRSHMARSH & MCLENNAN COS INC | 9,082 | $1.0B | 0.03% | |
| 193 | XJQCXNUVEEN CR STRATEGIES INCOME | 175,975 | $1.0B | 0.03% | |
| 194 | IEMGISHARES INC | 19,169 | $1.0B | 0.02% | |
| 195 | —SPDR DOW JONES INDL AVERAGE | 3,577 | $993.0M | 0.02% | |
| 196 | PRFZINVESCO EXCHANGE TRADED FD T | 8,408 | $985.0M | 0.02% | |
| 197 | GSGOLDMAN SACHS GROUP INC | 4,897 | $984.0M | 0.02% | |
| 198 | CLFDCLEARFIELD INC | 48,800 | $984.0M | 0.02% | |
| 199 | OEFISHARES TR | 6,310 | $983.0M | 0.02% | |
| 200 | IJJISHARES TR | 7,036 | $949.0M | 0.02% |