Evercore Wealth Management, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$4.4T
Holdings
378
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (378 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XOPSPDR SER TR | 28,236 | $3.5B | 0.08% | |
| 102 | WMTWALMART INC | 26,760 | $3.5B | 0.08% | |
| 103 | VVVANGUARD INDEX FDS | 21,207 | $3.5B | 0.08% | |
| 104 | HONHONEYWELL INTL INC | 19,812 | $3.3B | 0.07% | |
| 105 | SONSONOCO PRODS CO | 57,687 | $3.3B | 0.07% | |
| 106 | ECLECOLAB INC | 22,441 | $3.2B | 0.07% | |
| 107 | EMREMERSON ELEC CO | 44,090 | $3.2B | 0.07% | |
| 108 | CSRCENTERSPACE | 47,841 | $3.2B | 0.07% | |
| 109 | VTIVANGUARD INDEX FDS | 17,743 | $3.2B | 0.07% | |
| 110 | EPDENTERPRISE PRODS PARTNERS L | 133,678 | $3.2B | 0.07% | |
| 111 | AMATAPPLIED MATLS INC | 38,403 | $3.1B | 0.07% | |
| 112 | GTLSCHART INDS INC | 16,860 | $3.1B | 0.07% | |
| 113 | VOVANGUARD INDEX FDS | 16,322 | $3.1B | 0.07% | |
| 114 | MMM3M CO | 27,615 | $3.1B | 0.07% | |
| 115 | XLFSELECT SECTOR SPDR TR | 100,365 | $3.0B | 0.07% | |
| 116 | IVEISHARES TR | 23,594 | $3.0B | 0.07% | |
| 117 | JBLJABIL INC | 52,540 | $3.0B | 0.07% | |
| 118 | 4I1PHILIP MORRIS INTL INC | 36,037 | $3.0B | 0.07% | |
| 119 | DYHTARGET CORP | 19,790 | $2.9B | 0.07% | |
| 120 | LBTYBLIBERTY GLOBAL PLC | 175,000 | $2.9B | 0.07% | |
| 121 | DPZDOMINOS PIZZA INC | 9,234 | $2.9B | 0.06% | |
| 122 | MDTMEDTRONIC PLC | 34,182 | $2.8B | 0.06% | |
| 123 | PGRPROGRESSIVE CORP | 23,212 | $2.7B | 0.06% | |
| 124 | IVWISHARES TR | 46,550 | $2.7B | 0.06% | |
| 125 | DUKDUKE ENERGY CORP NEW | 28,644 | $2.7B | 0.06% | |
| 126 | APHAMPHENOL CORP NEW | 38,390 | $2.6B | 0.06% | |
| 127 | AFLAFLAC INC | 45,206 | $2.5B | 0.06% | |
| 128 | CLCOLGATE PALMOLIVE CO | 36,067 | $2.5B | 0.06% | |
| 129 | VEUVANGUARD INTL EQUITY INDEX F | 57,021 | $2.5B | 0.06% | |
| 130 | GLDMWORLD GOLD TR | 75,831 | $2.5B | 0.06% | |
| 131 | ORLYOREILLY AUTOMOTIVE INC | 3,531 | $2.5B | 0.06% | |
| 132 | CHTRCHARTER COMMUNICATIONS INC N | 8,127 | $2.5B | 0.06% | |
| 133 | NETCLOUDFLARE INC | 43,500 | $2.4B | 0.05% | |
| 134 | IBMINTERNATIONAL BUSINESS MACHS | 20,053 | $2.4B | 0.05% | |
| 135 | IJRISHARES TR | 26,796 | $2.3B | 0.05% | |
| 136 | VUGVANGUARD INDEX FDS | 10,660 | $2.3B | 0.05% | |
| 137 | USBUS BANCORP DEL | 55,223 | $2.2B | 0.05% | |
| 138 | AQLTISHARES TR | 20,667 | $2.2B | 0.05% | |
| 139 | ZTSZOETIS INC | 14,586 | $2.2B | 0.05% | |
| 140 | JJACOBS SOLUTIONS INC | 19,288 | $2.1B | 0.05% | |
| 141 | AXPAMERICAN EXPRESS CO | 15,411 | $2.1B | 0.05% | |
| 142 | CARRCARRIER GLOBAL CORPORATION | 57,486 | $2.0B | 0.05% | |
| 143 | IDXXIDEXX LABS INC | 6,215 | $2.0B | 0.05% | |
| 144 | AAXJISHARES TR | 33,055 | $1.9B | 0.04% | |
| 145 | IWDISHARES TR | 13,350 | $1.8B | 0.04% | |
| 146 | OTISOTIS WORLDWIDE CORP | 27,912 | $1.8B | 0.04% | |
| 147 | GSGOLDMAN SACHS GROUP INC | 6,018 | $1.8B | 0.04% | |
| 148 | LMTLOCKHEED MARTIN CORP | 4,533 | $1.8B | 0.04% | |
| 149 | SYYSYSCO CORP | 24,747 | $1.8B | 0.04% | |
| 150 | PECOPHILLIPS EDISON & CO INC | 62,056 | $1.7B | 0.04% | |
| 151 | CATCATERPILLAR INC | 10,525 | $1.7B | 0.04% | |
| 152 | SCHGSCHWAB STRATEGIC TR | 30,519 | $1.7B | 0.04% | |
| 153 | XLBSELECT SECTOR SPDR TR | 24,901 | $1.7B | 0.04% | |
| 154 | XLYSELECT SECTOR SPDR TR | 11,810 | $1.7B | 0.04% | |
| 155 | IWRISHARES TR | 26,664 | $1.7B | 0.04% | |
| 156 | MDLZMONDELEZ INTL INC | 30,081 | $1.6B | 0.04% | |
| 157 | TRVTRAVELERS COMPANIES INC | 10,451 | $1.6B | 0.04% | |
| 158 | WFCWELLS FARGO CO NEW | 39,450 | $1.6B | 0.04% | |
| 159 | ICEINTERCONTINENTAL EXCHANGE IN | 17,497 | $1.6B | 0.04% | |
| 160 | MPLXMPLX LP | 52,053 | $1.6B | 0.04% | |
| 161 | IWNISHARES TR | 11,659 | $1.5B | 0.03% | |
| 162 | XLESELECT SECTOR SPDR TR | 20,490 | $1.5B | 0.03% | |
| 163 | BABOEING CO | 12,008 | $1.5B | 0.03% | |
| 164 | XLRESELECT SECTOR SPDR TR | 40,140 | $1.4B | 0.03% | |
| 165 | VTVVANGUARD INDEX FDS | 11,509 | $1.4B | 0.03% | |
| 166 | ATRAPTARGROUP INC | 14,860 | $1.4B | 0.03% | |
| 167 | XLISELECT SECTOR SPDR TR | 17,017 | $1.4B | 0.03% | |
| 168 | NXPINXP SEMICONDUCTORS N V | 9,394 | $1.4B | 0.03% | |
| 169 | VIGVANGUARD SPECIALIZED FUNDS | 10,208 | $1.4B | 0.03% | |
| 170 | GDGENERAL DYNAMICS CORP | 6,450 | $1.4B | 0.03% | |
| 171 | COPCONOCOPHILLIPS | 13,354 | $1.4B | 0.03% | |
| 172 | PNCPNC FINL SVCS GROUP INC | 9,094 | $1.4B | 0.03% | |
| 173 | EEMISHARES TR | 38,940 | $1.4B | 0.03% | |
| 174 | XLFISELECT SECTOR SPDR TR | 19,985 | $1.3B | 0.03% | |
| 175 | DDOMINION ENERGY INC | 18,533 | $1.3B | 0.03% | |
| 176 | BAXBAXTER INTL INC | 23,719 | $1.3B | 0.03% | |
| 177 | CMCSACOMCAST CORP NEW | 43,480 | $1.3B | 0.03% | |
| 178 | VGTVANGUARD WORLD FDS | 4,003 | $1.2B | 0.03% | |
| 179 | DBEFDBX ETF TR | 36,124 | $1.2B | 0.03% | |
| 180 | KMBKIMBERLY-CLARK CORP | 10,685 | $1.2B | 0.03% | |
| 181 | MARMARRIOTT INTL INC NEW | 8,529 | $1.2B | 0.03% | |
| 182 | PAYXPAYCHEX INC | 10,594 | $1.2B | 0.03% | |
| 183 | MRSHMARSH & MCLENNAN COS INC | 7,933 | $1.2B | 0.03% | |
| 184 | DOVDOVER CORP | 10,062 | $1.2B | 0.03% | |
| 185 | SPGIS&P GLOBAL INC | 3,841 | $1.2B | 0.03% | |
| 186 | SOSOUTHERN CO | 17,014 | $1.2B | 0.03% | |
| 187 | AQLTISHARES TR | 21,586 | $1.1B | 0.03% | |
| 188 | IJJISHARES TR | 12,476 | $1.1B | 0.03% | |
| 189 | YUMYUM BRANDS INC | 10,421 | $1.1B | 0.02% | |
| 190 | AVGOBROADCOM INC | 2,496 | $1.1B | 0.02% | |
| 191 | PRFZINVESCO EXCHANGE TRADED FD T | 7,518 | $1.1B | 0.02% | |
| 192 | NFLXNETFLIX INC | 4,651 | $1.1B | 0.02% | |
| 193 | WMWASTE MGMT INC DEL | 6,801 | $1.1B | 0.02% | |
| 194 | KHCKRAFT HEINZ CO | 32,621 | $1.1B | 0.02% | |
| 195 | GILDGILEAD SCIENCES INC | 17,589 | $1.1B | 0.02% | |
| 196 | NDQINVESCO QQQ TR | 4,031 | $1.1B | 0.02% | |
| 197 | WBSWEBSTER FINL CORP | 23,616 | $1.1B | 0.02% | |
| 198 | XLCSELECT SECTOR SPDR TR | 21,997 | $1.1B | 0.02% | |
| 199 | DTDWISDOMTREE TR | 18,900 | $1.0B | 0.02% | |
| 200 | SUSAISHARES TR | 13,412 | $1.0B | 0.02% |