Evercore Wealth Management, LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$6.7B
Holdings
417
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (417 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | KNCTINVESCO EXCHANGE TRADED FD T | 2,000 | $204.0M | 3.06% | |
| 402 | SCHMSCHWAB STRATEGIC TR | 2,445 | $203.2M | 3.05% | |
| 403 | PZAINVESCO EXCH TRADED FD TR II | 8,393 | $202.7M | 3.04% | |
| 404 | NUENUCOR CORP | 1,336 | $200.9M | 3.01% | |
| 405 | SOFISOFI TECHNOLOGIES INC | 25,000 | $196.5M | 2.95% | |
| 406 | HYACHAYMAKER ACQUISITION CORP IV | 17,780 | $189.5M | 2.84% | |
| 407 | LEGTLEGATO MERGER CORP III | 14,300 | $145.8M | 2.19% | |
| 408 | ANSCAGRICULTURE & NAT SOL ACQ CO | 12,689 | $131.3M | 1.97% | |
| 409 | ROIVROIVANT SCIENCES LTD | 10,000 | $115.4M | 1.73% | |
| 410 | JOBYJOBY AVIATION INC | 22,492 | $113.1M | 1.70% | |
| 411 | ACHRARCHER AVIATION INC | 37,250 | $112.9M | 1.69% | |
| 412 | WBAWALGREENS BOOTS ALLIANCE INC | 10,791 | $96.7M | 1.45% | |
| 413 | MGNXMACROGENICS INC | 17,543 | $57.7M | 0.87% | |
| 414 | GSATUSDGLOBALSTAR INC | 40,000 | $49.6M | 0.74% | |
| 415 | PLUNPLUG POWER INC | 20,000 | $45.2M | 0.68% | |
| 416 | BLNDBLEND LABS INC | 11,190 | $42.0M | 0.63% | |
| 417 | CHGGCHEGG INC | 13,688 | $24.2M | 0.36% |
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