Evercore Wealth Management, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$6667.1T

Holdings

417

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (417 positions)

#StockSharesValue% PortfolioType
101
CHDCHURCH & DWIGHT CO INC
45,782$4.8T0.07%
102
PGRPROGRESSIVE CORP
17,828$4.5T0.07%
103
IJRISHARES TR
37,802$4.4T0.07%
104
AFLAFLAC INC
39,174$4.4T0.07%
105
JBLJABIL INC
36,540$4.4T0.07%
106
CARRCARRIER GLOBAL CORPORATION
54,335$4.4T0.07%
107
DISDISNEY WALT CO
44,423$4.3T0.06%
108
APHAMPHENOL CORP NEW
64,773$4.2T0.06%
109
VUGVANGUARD INDEX FDS
10,802$4.1T0.06%
110
VOVANGUARD INDEX FDS
15,711$4.1T0.06%
111
METAMETA PLATFORMS INC
7,147$4.1T0.06%
112
HONHONEYWELL INTL INC
19,436$4.0T0.06%
113
GLDMWORLD GOLD TR
76,635$4.0T0.06%
114
EMREMERSON ELEC CO
36,466$4.0T0.06%
115
VVVANGUARD INDEX FDS
15,147$4.0T0.06%
116
CATCATERPILLAR INC
9,973$3.9T0.06%
117
QCOMQUALCOMM INC
22,310$3.8T0.06%
118
MTDMETTLER TOLEDO INTERNATIONAL
2,524$3.8T0.06%
119
GTLSCHART INDS INC
30,491$3.8T0.06%
120
AXPAMERICAN EXPRESS CO
13,688$3.7T0.06%
121
SBUXSTARBUCKS CORP
36,138$3.5T0.05%
122
BACBANK AMERICA CORP
87,918$3.5T0.05%
123
XLFSELECT SECTOR SPDR TR
74,561$3.4T0.05%
124
NETCLOUDFLARE INC
41,500$3.4T0.05%
125
CSRCENTERSPACE
46,771$3.3T0.05%
126
ORLYOREILLY AUTOMOTIVE INC
2,827$3.3T0.05%
127
NFLXNETFLIX INC
4,495$3.2T0.05%
128
IWRISHARES TR
35,225$3.1T0.05%
129
4I1PHILIP MORRIS INTL INC
24,942$3.0T0.05%
130
IDXXIDEXX LABS INC
5,955$3.0T0.05%
131
DUKDUKE ENERGY CORP NEW
25,567$2.9T0.04%
132
CLCOLGATE PALMOLIVE CO
28,348$2.9T0.04%
133
SONSONOCO PRODS CO
53,191$2.9T0.04%
134
IVEISHARES TR
14,550$2.9T0.04%
135
ICEINTERCONTINENTAL EXCHANGE IN
17,811$2.9T0.04%
136
OTISOTIS WORLDWIDE CORP
27,472$2.9T0.04%
137
TMUST-MOBILE US INC
13,538$2.8T0.04%
138
GSGOLDMAN SACHS GROUP INC
5,246$2.6T0.04%
139
ZTSZOETIS INC
13,211$2.6T0.04%
140
TRVTRAVELERS COMPANIES INC
10,905$2.6T0.04%
141
LMTLOCKHEED MARTIN CORP
4,355$2.5T0.04%
142
XLCSELECT SECTOR SPDR TR
27,305$2.5T0.04%
143
XLISELECT SECTOR SPDR TR
18,032$2.4T0.04%
144
XLYSELECT SECTOR SPDR TR
12,082$2.4T0.04%
145
MDTMEDTRONIC PLC
26,861$2.4T0.04%
146
IWDISHARES TR
12,595$2.4T0.04%
147
ATRAPTARGROUP INC
14,877$2.4T0.04%
148
MDLZMONDELEZ INTL INC
32,321$2.4T0.04%
149
AQLTISHARES TR
30,056$2.3T0.04%
150
MRSHMARSH & MCLENNAN COS INC
10,249$2.3T0.03%
151
DYHTARGET CORP
14,115$2.2T0.03%
152
XOPSPDR SER TR
16,018$2.1T0.03%
153
WFCWELLS FARGO CO NEW
37,204$2.1T0.03%
154
AAXJISHARES TR
26,442$2.1T0.03%
155
NXPINXP SEMICONDUCTORS N V
8,569$2.1T0.03%
156
XLBSELECT SECTOR SPDR TR
21,153$2.0T0.03%
157
VIGVANGUARD SPECIALIZED FUNDS
10,243$2.0T0.03%
158
INTCINTEL CORP
85,591$2.0T0.03%
159
XLFISELECT SECTOR SPDR TR
23,866$2.0T0.03%
160
GEGE AEROSPACE
10,430$2.0T0.03%
161
YUMYUM BRANDS INC
14,052$2.0T0.03%
162
AQLTISHARES TR
14,488$2.0T0.03%
163
SPGIS&P GLOBAL INC
3,780$2.0T0.03%
164
CVSCVS HEALTH CORP
30,246$1.9T0.03%
165
DELLDELL TECHNOLOGIES INC
16,001$1.9T0.03%
166
MMM3M CO
13,770$1.9T0.03%
167
VGTVANGUARD WORLD FD
3,200$1.9T0.03%
168
CMCSACOMCAST CORP NEW
42,667$1.8T0.03%
169
MARMARRIOTT INTL INC NEW
7,168$1.8T0.03%
170
PHPARKER-HANNIFIN CORP
2,753$1.7T0.03%
171
XLESELECT SECTOR SPDR TR
19,434$1.7T0.03%
172
SYYSYSCO CORP
21,760$1.7T0.03%
173
BABOEING CO
11,043$1.7T0.03%
174
OEFISHARES TR
6,030$1.7T0.03%
175
PSXPHILLIPS 66
12,624$1.7T0.02%
176
COFCAPITAL ONE FINL CORP
10,963$1.6T0.02%
177
JJACOBS SOLUTIONS INC
12,476$1.6T0.02%
178
SUSAISHARES TR
13,512$1.6T0.02%
179
AYIACUITY BRANDS INC
5,867$1.6T0.02%
180
BNBROOKFIELD CORP
30,369$1.6T0.02%
181
HDVISHARES TR
13,571$1.6T0.02%
182
GDGENERAL DYNAMICS CORP
5,263$1.6T0.02%
183
PNCPNC FINL SVCS GROUP INC
8,380$1.5T0.02%
184
BMYBRISTOL-MYERS SQUIBB CO
29,875$1.5T0.02%
185
DBEFDBX ETF TR
35,624$1.5T0.02%
186
WMWASTE MGMT INC DEL
7,105$1.5T0.02%
187
AMDADVANCED MICRO DEVICES INC
8,922$1.5T0.02%
188
PRFZINVESCO EXCHANGE TRADED FD T
35,020$1.5T0.02%
189
PLTRPALANTIR TECHNOLOGIES INC
38,186$1.4T0.02%
190
COPCONOCOPHILLIPS
13,461$1.4T0.02%
191
DOVDOVER CORP
7,333$1.4T0.02%
192
IWVISHARES TR
4,267$1.4T0.02%
193
AJGGALLAGHER ARTHUR J & CO
4,886$1.4T0.02%
194
REGNREGENERON PHARMACEUTICALS
1,305$1.4T0.02%
195
VTVANGUARD INTL EQUITY INDEX F
11,392$1.4T0.02%
196
ADIANALOG DEVICES INC
5,772$1.3T0.02%
197
KMBKIMBERLY-CLARK CORP
9,335$1.3T0.02%
198
IEMGISHARES INC
22,793$1.3T0.02%
199
T7DTRANSDIGM GROUP INC
906$1.3T0.02%
200
EQIXEQUINIX INC
1,431$1.3T0.02%
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