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 |
|---|---|---|---|---|---|
| 101 | NETCLOUDFLARE INC | 25,580 | $5.5B | 80.55% | |
| 102 | NFLXNETFLIX INC | 4,407 | $5.3B | 77.53% | |
| 103 | AMGNAMGEN INC | 17,962 | $5.1B | 74.38% | |
| 104 | AMATAPPLIED MATLS INC | 23,992 | $4.9B | 72.08% | |
| 105 | VUGVANGUARD INDEX FDS | 10,212 | $4.9B | 71.87% | |
| 106 | UNPUNION PAC CORP | 20,602 | $4.9B | 71.46% | |
| 107 | AXPAMERICAN EXPRESS CO | 14,141 | $4.7B | 68.92% | |
| 108 | CATCATERPILLAR INC | 9,733 | $4.6B | 68.15% | |
| 109 | METAMETA PLATFORMS INC | 6,299 | $4.6B | 67.88% | |
| 110 | ORLYOREILLY AUTOMOTIVE INC | 42,120 | $4.5B | 66.63% | |
| 111 | DISDISNEY WALT CO | 38,285 | $4.4B | 64.33% | |
| 112 | DHRDANAHER CORPORATION | 22,069 | $4.4B | 64.20% | |
| 113 | VVVANGUARD INDEX FDS | 14,162 | $4.4B | 63.98% | |
| 114 | IJRISHARES TR | 36,665 | $4.4B | 63.93% | |
| 115 | 4I1PHILIP MORRIS INTL INC | 25,852 | $4.2B | 61.53% | |
| 116 | GSGOLDMAN SACHS GROUP INC | 5,226 | $4.2B | 61.07% | |
| 117 | EMREMERSON ELEC CO | 30,905 | $4.1B | 59.49% | |
| 118 | VOVANGUARD INDEX FDS | 13,564 | $4.0B | 58.47% | |
| 119 | AGGISHARES TR | 39,734 | $4.0B | 58.45% | |
| 120 | RPMRPM INTL INC | 33,450 | $3.9B | 57.86% | |
| 121 | XLFSELECT SECTOR SPDR TR | 72,121 | $3.9B | 57.01% | |
| 122 | HONHONEYWELL INTL INC | 17,393 | $3.7B | 53.72% | |
| 123 | IVEISHARES TR | 16,665 | $3.4B | 50.50% | |
| 124 | WFCWELLS FARGO CO NEW | 38,475 | $3.2B | 47.32% | |
| 125 | CARRCARRIER GLOBAL CORPORATION | 53,790 | $3.2B | 47.12% | |
| 126 | IDXXIDEXX LABS INC | 5,024 | $3.2B | 47.10% | |
| 127 | GEGE AEROSPACE | 10,490 | $3.2B | 46.31% | |
| 128 | NKENIKE INC | 44,944 | $3.1B | 45.99% | |
| 129 | QCOMQUALCOMM INC | 18,273 | $3.0B | 44.61% | |
| 130 | DUKDUKE ENERGY CORP NEW | 24,197 | $3.0B | 43.94% | |
| 131 | AFLAFLAC INC | 26,556 | $3.0B | 43.53% | |
| 132 | CHDCHURCH & DWIGHT CO INC | 33,790 | $3.0B | 43.45% | |
| 133 | IWRISHARES TR | 30,614 | $3.0B | 43.37% | |
| 134 | ICEINTERCONTINENTAL EXCHANGE IN | 17,481 | $2.9B | 43.22% | |
| 135 | TRVTRAVELERS COMPANIES INC | 10,547 | $2.9B | 43.21% | |
| 136 | CSRCENTERSPACE | 46,771 | $2.8B | 40.42% | |
| 137 | MTDMETTLER TOLEDO INTERNATIONAL | 2,194 | $2.7B | 39.52% | |
| 138 | XLCSELECT SECTOR SPDR TR | 22,596 | $2.7B | 39.25% | |
| 139 | XLYSELECT SECTOR SPDR TR | 11,100 | $2.7B | 39.03% | |
| 140 | VIGVANGUARD SPECIALIZED FUNDS | 12,293 | $2.7B | 38.93% | |
| 141 | BACBANK AMERICA CORP | 51,314 | $2.6B | 38.85% | |
| 142 | PFEPFIZER INC | 102,699 | $2.6B | 38.40% | |
| 143 | XLISELECT SECTOR SPDR TR | 16,527 | $2.5B | 37.40% | |
| 144 | BABOEING CO | 11,742 | $2.5B | 37.19% | |
| 145 | MDTMEDTRONIC PLC | 25,794 | $2.5B | 36.05% | |
| 146 | VGTVANGUARD WORLD FD | 3,175 | $2.4B | 34.79% | |
| 147 | AAXJISHARES TR | 25,985 | $2.4B | 34.78% | |
| 148 | IWDISHARES TR | 11,514 | $2.3B | 34.40% | |
| 149 | OTISOTIS WORLDWIDE CORP | 25,441 | $2.3B | 34.13% | |
| 150 | LMTLOCKHEED MARTIN CORP | 4,595 | $2.3B | 33.66% | |
| 151 | PHPARKER-HANNIFIN CORP | 2,946 | $2.2B | 32.77% | |
| 152 | SBUXSTARBUCKS CORP | 25,226 | $2.1B | 31.32% | |
| 153 | EXEEXPAND ENERGY CORPORATION | 20,028 | $2.1B | 31.22% | |
| 154 | GEVGE VERNOVA INC | 3,446 | $2.1B | 31.09% | |
| 155 | CLCOLGATE PALMOLIVE CO | 26,147 | $2.1B | 30.67% | |
| 156 | AQLTISHARES TR | 14,488 | $2.1B | 30.21% | |
| 157 | YUMYUM BRANDS INC | 13,439 | $2.0B | 29.97% | |
| 158 | OEFISHARES TR | 5,920 | $2.0B | 28.91% | |
| 159 | TELTE CONNECTIVITY PLC | 8,922 | $2.0B | 28.74% | |
| 160 | MMM3M CO | 12,620 | $2.0B | 28.74% | |
| 161 | IBITISHARES BITCOIN TRUST ETF | 29,841 | $1.9B | 28.46% | |
| 162 | ZTSZOETIS INC | 12,631 | $1.8B | 27.12% | |
| 163 | SUSAISHARES TR | 13,512 | $1.8B | 26.90% | |
| 164 | BWABORGWARNER INC | 41,356 | $1.8B | 26.68% | |
| 165 | HDVISHARES TR | 14,764 | $1.8B | 26.53% | |
| 166 | BNBROOKFIELD CORP | 26,332 | $1.8B | 26.50% | |
| 167 | SYYSYSCO CORP | 21,760 | $1.8B | 26.29% | |
| 168 | XLFISELECT SECTOR SPDR TR | 22,771 | $1.8B | 26.19% | |
| 169 | SLVISHARES SILVER TR | 42,058 | $1.8B | 26.15% | |
| 170 | AQLTISHARES TR | 20,383 | $1.8B | 26.11% | |
| 171 | XLBSELECT SECTOR SPDR TR | 19,713 | $1.8B | 25.92% | |
| 172 | SONSONOCO PRODS CO | 40,346 | $1.7B | 25.51% | |
| 173 | VTVANGUARD INTL EQUITY INDEX F | 12,399 | $1.7B | 25.07% | |
| 174 | AYIACUITY INC | 4,865 | $1.7B | 24.59% | |
| 175 | ATRAPTARGROUP INC | 12,377 | $1.7B | 24.28% | |
| 176 | DBEFDBX ETF TR | 35,624 | $1.7B | 24.27% | |
| 177 | MDLZMONDELEZ INTL INC | 26,412 | $1.6B | 24.21% | |
| 178 | NXPINXP SEMICONDUCTORS N V | 7,204 | $1.6B | 24.07% | |
| 179 | PSXPHILLIPS 66 | 12,034 | $1.6B | 24.02% | |
| 180 | PNCPNC FINL SVCS GROUP INC | 8,132 | $1.6B | 23.98% | |
| 181 | MRSHMARSH & MCLENNAN COS INC | 8,089 | $1.6B | 23.92% | |
| 182 | SPGIS&P GLOBAL INC | 3,283 | $1.6B | 23.45% | |
| 183 | MARMARRIOTT INTL INC NEW | 6,132 | $1.6B | 23.43% | |
| 184 | IWVISHARES TR | 4,142 | $1.6B | 23.03% | |
| 185 | WMWASTE MGMT INC DEL | 6,990 | $1.5B | 22.65% | |
| 186 | GILDGILEAD SCIENCES INC | 13,600 | $1.5B | 22.15% | |
| 187 | KMIKINDER MORGAN INC DEL | 53,110 | $1.5B | 22.06% | |
| 188 | XARSPDR SERIES TRUST | 6,243 | $1.5B | 21.52% | |
| 189 | JCIJOHNSON CTLS INTL PLC | 13,277 | $1.5B | 21.42% | |
| 190 | GLWCORNING INC | 17,322 | $1.4B | 20.85% | |
| 191 | IEMGISHARES INC | 21,488 | $1.4B | 20.79% | |
| 192 | PRFZINVESCO EXCHANGE TRADED FD T | 31,160 | $1.4B | 20.77% | |
| 193 | LHXL3HARRIS TECHNOLOGIES INC | 4,563 | $1.4B | 20.45% | |
| 194 | UPSUNITED PARCEL SERVICE INC | 16,120 | $1.3B | 19.76% | |
| 195 | JJACOBS SOLUTIONS INC | 8,786 | $1.3B | 19.32% | |
| 196 | XLESELECT SECTOR SPDR TR | 14,436 | $1.3B | 18.93% | |
| 197 | ADIANALOG DEVICES INC | 5,189 | $1.3B | 18.71% | |
| 198 | VOOVVANGUARD ADMIRAL FDS INC | 6,304 | $1.3B | 18.45% | |
| 199 | INTCINTEL CORP | 36,109 | $1.2B | 17.78% | |
| 200 | USBUS BANCORP DEL | 24,984 | $1.2B | 17.72% |