Evercore Wealth Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$6.8B
Holdings
413
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (413 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 2,338,533 | $436.3B | 6402.59% | |
| 2 | MSFTMICROSOFT CORP | 819,395 | $424.4B | 6227.70% | |
| 3 | AAPLAPPLE INC | 1,619,311 | $412.3B | 6050.44% | |
| 4 | AMZNAMAZON COM INC | 1,152,251 | $253.0B | 3712.50% | |
| 5 | GOOGALPHABET INC | 977,185 | $238.0B | 3492.30% | |
| 6 | MAMASTERCARD INCORPORATED | 405,527 | $230.7B | 3384.81% | |
| 7 | BXBLACKSTONE INC | 1,333,651 | $227.9B | 3343.52% | |
| 8 | AZOAUTOZONE INC | 51,590 | $221.3B | 3247.83% | |
| 9 | DWDMORGAN STANLEY | 1,244,132 | $197.8B | 2902.02% | |
| 10 | JPMJPMORGAN CHASE & CO. | 591,010 | $186.4B | 2735.55% | |
| 11 | GOOGLALPHABET INC | 766,671 | $186.4B | 2734.90% | |
| 12 | HDHOME DEPOT INC | 445,080 | $180.3B | 2646.33% | |
| 13 | CBRECBRE GROUP INC | 1,023,385 | $161.2B | 2366.09% | |
| 14 | WMBWILLIAMS COS INC | 2,498,218 | $158.3B | 2322.33% | |
| 15 | TMOTHERMO FISHER SCIENTIFIC INC | 280,298 | $136.0B | 1994.92% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 268,325 | $134.9B | 1979.48% | |
| 17 | FIXCOMFORT SYS USA INC | 159,280 | $131.4B | 1928.66% | |
| 18 | BLKBLACKROCK INC | 109,536 | $127.7B | 1873.93% | |
| 19 | CBCHUBB LIMITED | 436,609 | $123.2B | 1808.31% | |
| 20 | UBERUBER TECHNOLOGIES INC | 1,109,748 | $108.7B | 1595.38% | |
| 21 | BLDRBUILDERS FIRSTSOURCE INC | 870,088 | $105.5B | 1548.07% | |
| 22 | VIKVIKING HOLDINGS LTD | 1,681,006 | $104.5B | 1533.30% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 101,742 | $94.2B | 1381.93% | |
| 24 | DLNWISDOMTREE TR | 1,050,411 | $91.4B | 1341.45% | |
| 25 | CDWCDW CORP | 501,141 | $79.8B | 1171.30% | |
| 26 | SPYSPDR S&P 500 ETF TR | 115,895 | $77.2B | 1132.93% | |
| 27 | PGRPROGRESSIVE CORP | 311,744 | $77.0B | 1129.68% | |
| 28 | AMTAMERICAN TOWER CORP NEW | 396,800 | $76.3B | 1119.81% | |
| 29 | ADBEADOBE INC | 207,026 | $73.0B | 1071.61% | |
| 30 | EOGEOG RES INC | 629,372 | $70.6B | 1035.47% | |
| 31 | GNRCGENERAC HLDGS INC | 403,504 | $67.5B | 991.17% | |
| 32 | CROXCROCS INC | 736,229 | $61.5B | 902.62% | |
| 33 | MLB1MERCADOLIBRE INC | 23,137 | $54.1B | 793.42% | |
| 34 | VOOVANGUARD INDEX FDS | 84,377 | $51.7B | 758.21% | |
| 35 | UNHUNITEDHEALTH GROUP INC | 145,535 | $50.3B | 737.41% | |
| 36 | TJXTJX COS INC NEW | 338,394 | $48.9B | 717.72% | |
| 37 | ARCCARES CAPITAL CORP | 2,391,286 | $48.8B | 716.18% | |
| 38 | IAU*ISHARES GOLD TR | 619,495 | $45.1B | 661.51% | |
| 39 | IVVISHARES TR | 66,594 | $44.6B | 654.03% | |
| 40 | DXJWISDOMTREE TR | 297,872 | $38.1B | 559.61% | |
| 41 | ACNACCENTURE PLC IRELAND | 150,337 | $37.1B | 544.01% | |
| 42 | SHWSHERWIN WILLIAMS CO | 100,023 | $34.6B | 508.22% | |
| 43 | JAAAJANUS DETROIT STR TR | 614,328 | $31.2B | 457.76% | |
| 44 | FISVFISERV INC | 238,221 | $30.7B | 450.69% | |
| 45 | JNJJOHNSON & JOHNSON | 163,628 | $30.3B | 445.21% | |
| 46 | IWFISHARES TR | 58,381 | $27.3B | 401.28% | |
| 47 | GQ9SPDR GOLD TR | 75,393 | $26.8B | 393.26% | |
| 48 | LLYELI LILLY & CO | 34,343 | $26.2B | 384.51% | |
| 49 | CVXCHEVRON CORP NEW | 144,988 | $22.5B | 330.39% | |
| 50 | VEUVANGUARD INTL EQUITY INDEX F | 299,421 | $21.4B | 313.58% | |
| 51 | ROPROPER TECHNOLOGIES INC | 41,427 | $20.7B | 303.15% | |
| 52 | ABBVABBVIE INC | 85,370 | $19.8B | 290.05% | |
| 53 | GLDMWORLD GOLD TR | 251,757 | $19.2B | 282.43% | |
| 54 | ORCLORACLE CORP | 61,618 | $17.3B | 254.29% | |
| 55 | IBMINTERNATIONAL BUSINESS MACHS | 58,791 | $16.6B | 243.42% | |
| 56 | EFAISHARES TR | 174,207 | $16.3B | 238.68% | |
| 57 | SCHWSCHWAB CHARLES CORP | 169,728 | $16.2B | 237.78% | |
| 58 | ADPAUTOMATIC DATA PROCESSING IN | 55,078 | $16.2B | 237.21% | |
| 59 | ABTABBOTT LABS | 103,216 | $13.8B | 202.86% | |
| 60 | PEPPEPSICO INC | 97,140 | $13.6B | 200.19% | |
| 61 | TSLATESLA INC | 30,286 | $13.5B | 197.64% | |
| 62 | NEENEXTERA ENERGY INC | 167,619 | $12.7B | 185.68% | |
| 63 | VEAVANGUARD TAX-MANAGED FDS | 210,085 | $12.6B | 184.72% | |
| 64 | MCDMCDONALDS CORP | 40,724 | $12.4B | 181.60% | |
| 65 | CSCOCISCO SYS INC | 178,648 | $12.2B | 179.36% | |
| 66 | VVISA INC | 35,375 | $12.1B | 177.21% | |
| 67 | SYKSTRYKER CORPORATION | 32,129 | $11.9B | 174.28% | |
| 68 | RTXRTX CORPORATION | 67,878 | $11.4B | 166.67% | |
| 69 | MCKMCKESSON CORP | 14,199 | $11.0B | 160.96% | |
| 70 | AVGOBROADCOM INC | 32,945 | $10.9B | 159.49% | |
| 71 | PGPROCTER AND GAMBLE CO | 69,022 | $10.6B | 155.62% | |
| 72 | RSPINVESCO EXCHANGE TRADED FD T | 55,790 | $10.6B | 155.30% | |
| 73 | IJHISHARES TR | 158,814 | $10.4B | 152.08% | |
| 74 | XLKSELECT SECTOR SPDR TR | 34,752 | $9.8B | 143.73% | |
| 75 | XOMEXXON MOBIL CORP | 83,648 | $9.4B | 138.39% | |
| 76 | MDYSPDR S&P MIDCAP 400 ETF TR | 15,684 | $9.3B | 137.18% | |
| 77 | KOCOCA COLA CO | 137,579 | $9.1B | 133.89% | |
| 78 | BRK-BBERKSHIRE HATHAWAY INC DEL | 12 | $9.1B | 132.81% | |
| 79 | IWMISHARES TR | 36,026 | $8.7B | 127.91% | |
| 80 | TXNTEXAS INSTRS INC | 46,844 | $8.6B | 126.29% | |
| 81 | LOWLOWES COS INC | 32,755 | $8.2B | 120.79% | |
| 82 | WMTWALMART INC | 79,681 | $8.2B | 120.50% | |
| 83 | MRKMERCK & CO INC | 94,545 | $7.9B | 116.44% | |
| 84 | JBLJABIL INC | 36,040 | $7.8B | 114.85% | |
| 85 | APHAMPHENOL CORP NEW | 61,473 | $7.6B | 111.63% | |
| 86 | CHKPCHECK POINT SOFTWARE TECH LT | 36,268 | $7.5B | 110.12% | |
| 87 | VWOVANGUARD INTL EQUITY INDEX F | 130,389 | $7.1B | 103.66% | |
| 88 | EPDENTERPRISE PRODS PARTNERS L | 216,493 | $6.8B | 99.34% | |
| 89 | IVWISHARES TR | 55,010 | $6.6B | 97.45% | |
| 90 | MPLXMPLX LP | 132,053 | $6.6B | 96.79% | |
| 91 | XLVSELECT SECTOR SPDR TR | 46,795 | $6.5B | 95.56% | |
| 92 | VGKVANGUARD INTL EQUITY INDEX F | 80,747 | $6.4B | 94.55% | |
| 93 | VBVANGUARD INDEX FDS | 24,013 | $6.1B | 89.60% | |
| 94 | NDQINVESCO QQQ TR | 10,159 | $6.1B | 89.50% | |
| 95 | PLTRPALANTIR TECHNOLOGIES INC | 33,351 | $6.1B | 89.27% | |
| 96 | CRMSALESFORCE INC | 25,396 | $6.0B | 88.32% | |
| 97 | VTIVANGUARD INDEX FDS | 18,244 | $6.0B | 87.85% | |
| 98 | ECLECOLAB INC | 21,179 | $5.8B | 85.11% | |
| 99 | IWBISHARES TR | 15,680 | $5.7B | 84.09% | |
| 100 | ITWILLINOIS TOOL WKS INC | 21,458 | $5.6B | 82.11% |
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