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 |
|---|---|---|---|---|---|
| 201 | ENBENBRIDGE INC | 23,819 | $1.2B | 17.64% | |
| 202 | SCHGSCHWAB STRATEGIC TR | 37,120 | $1.2B | 17.38% | |
| 203 | ETNEATON CORP PLC | 3,153 | $1.2B | 17.32% | |
| 204 | DOVDOVER CORP | 6,989 | $1.2B | 17.11% | |
| 205 | CMCSACOMCAST CORP NEW | 37,103 | $1.2B | 17.11% | |
| 206 | PWVINVESCO EXCHANGE TRADED FD T | 17,782 | $1.2B | 17.02% | |
| 207 | SNPSSYNOPSYS INC | 2,326 | $1.1B | 16.84% | |
| 208 | PAYXPAYCHEX INC | 9,033 | $1.1B | 16.80% | |
| 209 | AJGGALLAGHER ARTHUR J & CO | 3,684 | $1.1B | 16.74% | |
| 210 | SPTMSPDR SERIES TRUST | 14,128 | $1.1B | 16.72% | |
| 211 | AMDADVANCED MICRO DEVICES INC | 6,997 | $1.1B | 16.61% | |
| 212 | COPCONOCOPHILLIPS | 11,876 | $1.1B | 16.48% | |
| 213 | ALSALLSTATE CORP | 5,190 | $1.1B | 16.35% | |
| 214 | GDGENERAL DYNAMICS CORP | 3,262 | $1.1B | 16.32% | |
| 215 | BACVERIZON COMMUNICATIONS INC | 25,270 | $1.1B | 16.30% | |
| 216 | NOWSERVICENOW INC | 1,199 | $1.1B | 16.19% | |
| 217 | EQIXEQUINIX INC | 1,386 | $1.1B | 15.93% | |
| 218 | DYHTARGET CORP | 11,912 | $1.1B | 15.68% | |
| 219 | ANETARISTA NETWORKS INC | 7,203 | $1.0B | 15.40% | |
| 220 | KMBKIMBERLY-CLARK CORP | 8,335 | $1.0B | 15.21% | |
| 221 | HOODROBINHOOD MKTS INC | 6,991 | $1.0B | 14.69% | |
| 222 | SEISOLARIS ENERGY INFRAS INC | 25,000 | $999.3M | 14.66% | |
| 223 | EEMISHARES TR | 18,659 | $996.4M | 14.62% | |
| 224 | BKNGBOOKING HOLDINGS INC | 182 | $982.7M | 14.42% | |
| 225 | BMYBRISTOL-MYERS SQUIBB CO | 21,174 | $954.9M | 14.01% | |
| 226 | IOTSAMSARA INC | 25,000 | $931.3M | 13.67% | |
| 227 | SOSOUTHERN CO | 9,743 | $923.3M | 13.55% | |
| 228 | STESTERIS PLC | 3,696 | $914.5M | 13.42% | |
| 229 | JEFJEFFERIES FINL GROUP INC | 13,753 | $899.7M | 13.20% | |
| 230 | DELLDELL TECHNOLOGIES INC | 6,217 | $881.4M | 12.93% | |
| 231 | MOALTRIA GROUP INC | 13,198 | $871.9M | 12.79% | |
| 232 | SPHSUBURBAN PROPANE PARTNERS L | 45,438 | $847.4M | 12.43% | |
| 233 | LINLINDE PLC | 1,777 | $844.1M | 12.39% | |
| 234 | DEDEERE & CO | 1,826 | $835.0M | 12.25% | |
| 235 | COFCAPITAL ONE FINL CORP | 3,895 | $828.0M | 12.15% | |
| 236 | VRTXVERTEX PHARMACEUTICALS INC | 2,106 | $824.8M | 12.10% | |
| 237 | JEPIJ P MORGAN EXCHANGE TRADED F | 14,334 | $818.5M | 12.01% | |
| 238 | EDCONSOLIDATED EDISON INC | 8,120 | $816.2M | 11.98% | |
| 239 | DONSPDR DOW JONES INDL AVERAGE | 1,712 | $793.9M | 11.65% | |
| 240 | GDXJVANECK ETF TRUST | 8,000 | $792.2M | 11.63% | |
| 241 | DFAXDIMENSIONAL ETF TRUST | 25,000 | $784.5M | 11.51% | |
| 242 | PRMPERIMETER SOLUTIONS INC | 35,000 | $783.6M | 11.50% | |
| 243 | GBDCGOLUB CAP BDC INC | 56,976 | $780.0M | 11.45% | |
| 244 | IWNISHARES TR | 4,400 | $778.0M | 11.42% | |
| 245 | DHID R HORTON INC | 4,572 | $774.8M | 11.37% | |
| 246 | PANWPALO ALTO NETWORKS INC | 3,784 | $770.5M | 11.31% | |
| 247 | DDDUPONT DE NEMOURS INC | 9,871 | $769.0M | 11.28% | |
| 248 | KLACKLA CORP | 710 | $765.8M | 11.24% | |
| 249 | ABGCENCORA INC | 2,440 | $762.6M | 11.19% | |
| 250 | DPZDOMINOS PIZZA INC | 1,755 | $757.7M | 11.12% | |
| 251 | URIUNITED RENTALS INC | 788 | $752.3M | 11.04% | |
| 252 | TPLTEXAS PACIFIC LAND CORPORATI | 776 | $724.5M | 10.63% | |
| 253 | MCOMOODYS CORP | 1,504 | $716.6M | 10.52% | |
| 254 | PRFINVESCO EXCHANGE TRADED FD T | 15,473 | $699.5M | 10.26% | |
| 255 | MSIMOTOROLA SOLUTIONS INC | 1,526 | $697.8M | 10.24% | |
| 256 | LRCXLAM RESEARCH CORP | 5,154 | $690.1M | 10.13% | |
| 257 | REGNREGENERON PHARMACEUTICALS | 1,191 | $669.7M | 9.83% | |
| 258 | EFGISHARES TR | 5,802 | $660.7M | 9.70% | |
| 259 | TMUST-MOBILE US INC | 2,760 | $660.7M | 9.69% | |
| 260 | PCTPURECYCLE TECHNOLOGIES INC | 50,000 | $657.5M | 9.65% | |
| 261 | INTUINTUIT | 916 | $625.5M | 9.18% | |
| 262 | PSAPUBLIC STORAGE OPER CO | 2,147 | $620.3M | 9.10% | |
| 263 | MUMICRON TECHNOLOGY INC | 3,684 | $616.4M | 9.05% | |
| 264 | BSXBOSTON SCIENTIFIC CORP | 6,284 | $613.5M | 9.00% | |
| 265 | MCXMCCORMICK & CO INC | 9,082 | $607.7M | 8.92% | |
| 266 | AWCAMERICAN WTR WKS CO INC NEW | 4,264 | $593.5M | 8.71% | |
| 267 | CMECME GROUP INC | 2,177 | $588.2M | 8.63% | |
| 268 | WWDWOODWARD INC | 2,316 | $585.3M | 8.59% | |
| 269 | MLMMARTIN MARIETTA MATLS INC | 928 | $584.9M | 8.58% | |
| 270 | EVREVERCORE INC | 1,720 | $580.2M | 8.51% | |
| 271 | BKBANK NEW YORK MELLON CORP | 5,313 | $578.9M | 8.49% | |
| 272 | XBISPDR SERIES TRUST | 5,692 | $570.3M | 8.37% | |
| 273 | NSCNORFOLK SOUTHN CORP | 1,896 | $569.6M | 8.36% | |
| 274 | VRSKVERISK ANALYTICS INC | 2,260 | $568.4M | 8.34% | |
| 275 | SHOPSHOPIFY INC | 3,790 | $563.2M | 8.26% | |
| 276 | GBTCGRAYSCALE BITCOIN TRUST ETF | 6,250 | $561.1M | 8.23% | |
| 277 | TTTRANE TECHNOLOGIES PLC | 1,316 | $555.3M | 8.15% | |
| 278 | GWWGRAINGER W W INC | 581 | $553.7M | 8.12% | |
| 279 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 8,251 | $553.4M | 8.12% | |
| 280 | MPCMARATHON PETE CORP | 2,865 | $552.2M | 8.10% | |
| 281 | MSCIMSCI INC | 969 | $549.8M | 8.07% | |
| 282 | TFCTRUIST FINL CORP | 11,968 | $547.2M | 8.03% | |
| 283 | ROKROCKWELL AUTOMATION INC | 1,563 | $546.3M | 8.02% | |
| 284 | FQIDIGITAL RLTY TR INC | 3,102 | $536.3M | 7.87% | |
| 285 | RNRRENAISSANCERE HLDGS LTD | 2,067 | $524.9M | 7.70% | |
| 286 | ANAUTONATION INC | 2,368 | $518.0M | 7.60% | |
| 287 | CSXCSX CORP | 14,540 | $516.3M | 7.58% | |
| 288 | EIXEDISON INTL | 9,301 | $514.2M | 7.54% | |
| 289 | BBYBEST BUY INC | 6,794 | $513.8M | 7.54% | |
| 290 | OBDCBLUE OWL CAPITAL CORPORATION | 39,800 | $508.2M | 7.46% | |
| 291 | IWOISHARES TR | 1,560 | $499.3M | 7.33% | |
| 292 | CMICUMMINS INC | 1,181 | $498.8M | 7.32% | |
| 293 | IWPISHARES TR | 3,499 | $498.3M | 7.31% | |
| 294 | VNQVANGUARD INDEX FDS | 5,433 | $496.7M | 7.29% | |
| 295 | CRWVCOREWEAVE INC | 3,600 | $492.7M | 7.23% | |
| 296 | A4SAMERIPRISE FINL INC | 995 | $488.8M | 7.17% | |
| 297 | NOCNORTHROP GRUMMAN CORP | 802 | $488.7M | 7.17% | |
| 298 | VTVVANGUARD INDEX FDS | 2,583 | $481.7M | 7.07% | |
| 299 | BDXBECTON DICKINSON & CO | 2,542 | $475.8M | 6.98% | |
| 300 | ISRGINTUITIVE SURGICAL INC | 1,060 | $474.1M | 6.96% |