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 |
|---|---|---|---|---|---|
| 301 | BXSLBLACKSTONE SECD LENDING FD | 18,150 | $473.2M | 6.94% | |
| 302 | SIVRABRDN SILVER ETF TRUST | 10,500 | $467.0M | 6.85% | |
| 303 | WABWABTEC | 2,321 | $465.3M | 6.83% | |
| 304 | IMXIINTERNATIONAL MNY EXPRESS IN | 33,158 | $463.2M | 6.80% | |
| 305 | 6RJ0ROCKET LAB CORP | 9,495 | $454.9M | 6.68% | |
| 306 | TPRTAPESTRY INC | 4,002 | $453.1M | 6.65% | |
| 307 | XOPSPDR SERIES TRUST | 3,401 | $449.6M | 6.60% | |
| 308 | TRVCCITIGROUP INC | 4,426 | $449.2M | 6.59% | |
| 309 | COINCOINBASE GLOBAL INC | 1,302 | $439.4M | 6.45% | |
| 310 | RSGREPUBLIC SVCS INC | 1,846 | $423.6M | 6.22% | |
| 311 | RJFRAYMOND JAMES FINL INC | 2,428 | $419.1M | 6.15% | |
| 312 | APDAIR PRODS & CHEMS INC | 1,512 | $412.4M | 6.05% | |
| 313 | STTSTATE STR CORP | 3,545 | $411.3M | 6.03% | |
| 314 | APOAPOLLO GLOBAL MGMT INC | 2,981 | $397.3M | 5.83% | |
| 315 | SLBSCHLUMBERGER LTD | 11,558 | $397.3M | 5.83% | |
| 316 | CITHE CIGNA GROUP | 1,367 | $394.0M | 5.78% | |
| 317 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,390 | $393.2M | 5.77% | |
| 318 | DFACDIMENSIONAL ETF TRUST | 10,182 | $392.7M | 5.76% | |
| 319 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,410 | $391.4M | 5.74% | |
| 320 | MKLMARKEL GROUP INC | 203 | $388.0M | 5.69% | |
| 321 | TECHBIO-TECHNE CORP | 6,935 | $385.8M | 5.66% | |
| 322 | AEEAMEREN CORP | 3,670 | $383.1M | 5.62% | |
| 323 | GDXVANECK ETF TRUST | 5,009 | $382.7M | 5.62% | |
| 324 | RIOTRIOT PLATFORMS INC | 20,000 | $380.6M | 5.58% | |
| 325 | HACKAMPLIFY ETF TR | 4,360 | $378.4M | 5.55% | |
| 326 | SSFSENSIENT TECHNOLOGIES CORP | 4,000 | $375.4M | 5.51% | |
| 327 | ACHRARCHER AVIATION INC | 38,750 | $371.2M | 5.45% | |
| 328 | GISGENERAL MLS INC | 7,338 | $370.0M | 5.43% | |
| 329 | VXFVANGUARD INDEX FDS | 1,755 | $367.4M | 5.39% | |
| 330 | VBRVANGUARD INDEX FDS | 1,712 | $357.3M | 5.24% | |
| 331 | EXPEEXPEDIA GROUP INC | 1,655 | $353.8M | 5.19% | |
| 332 | NVTNVENT ELECTRIC PLC | 3,542 | $349.4M | 5.13% | |
| 333 | CEGCONSTELLATION ENERGY CORP | 1,061 | $349.1M | 5.12% | |
| 334 | DGXQUEST DIAGNOSTICS INC | 1,786 | $340.4M | 4.99% | |
| 335 | SPOTSPOTIFY TECHNOLOGY S A | 486 | $339.2M | 4.98% | |
| 336 | BAMBROOKFIELD ASSET MANAGMT LTD | 5,946 | $338.6M | 4.97% | |
| 337 | KKRKKR & CO INC | 2,602 | $338.1M | 4.96% | |
| 338 | WTMWHITE MTNS INS GROUP LTD | 200 | $334.3M | 4.91% | |
| 339 | WBSWEBSTER FINL CORP | 5,544 | $329.5M | 4.84% | |
| 340 | ZBHZIMMER BIOMET HOLDINGS INC | 3,342 | $329.2M | 4.83% | |
| 341 | GTLSCHART INDS INC | 1,599 | $320.0M | 4.70% | |
| 342 | VYMVANGUARD WHITEHALL FDS | 2,223 | $313.3M | 4.60% | |
| 343 | VGITVANGUARD SCOTTSDALE FDS | 5,197 | $312.0M | 4.58% | |
| 344 | VMCVULCAN MATLS CO | 1,000 | $307.6M | 4.51% | |
| 345 | AGZISHARES TR | 2,765 | $305.2M | 4.48% | |
| 346 | BBCAJ P MORGAN EXCHANGE TRADED F | 3,487 | $304.2M | 4.46% | |
| 347 | STZCONSTELLATION BRANDS INC | 2,250 | $303.0M | 4.45% | |
| 348 | FEZSPDR INDEX SHS FDS | 4,854 | $301.5M | 4.42% | |
| 349 | KVUEKENVUE INC | 18,504 | $300.3M | 4.41% | |
| 350 | BIIBBIOGEN INC | 2,142 | $300.1M | 4.40% | |
| 351 | HALOHALOZYME THERAPEUTICS INC | 4,000 | $293.4M | 4.30% | |
| 352 | LQDISHARES TR | 2,626 | $292.7M | 4.30% | |
| 353 | FXIISHARES TR | 7,000 | $288.0M | 4.23% | |
| 354 | JEPQJ P MORGAN EXCHANGE TRADED F | 5,000 | $287.6M | 4.22% | |
| 355 | PNRPENTAIR PLC | 2,579 | $285.6M | 4.19% | |
| 356 | PWRQUANTA SVCS INC | 687 | $284.7M | 4.18% | |
| 357 | HIGHARTFORD INSURANCE GROUP INC | 2,107 | $281.1M | 4.12% | |
| 358 | HUBBHUBBELL INC | 653 | $281.0M | 4.12% | |
| 359 | IDEVISHARES TR | 3,491 | $279.9M | 4.11% | |
| 360 | ALNYALNYLAM PHARMACEUTICALS INC | 600 | $273.6M | 4.01% | |
| 361 | ETRENTERGY CORP NEW | 2,924 | $272.5M | 4.00% | |
| 362 | USMVISHARES TR | 2,864 | $272.5M | 4.00% | |
| 363 | FNDFSCHWAB STRATEGIC TR | 6,186 | $265.8M | 3.90% | |
| 364 | CTVACORTEVA INC | 3,902 | $263.9M | 3.87% | |
| 365 | SPYDSPDR SERIES TRUST | 5,969 | $262.6M | 3.85% | |
| 366 | KNCTINVESCO EXCHANGE TRADED FD T | 2,000 | $253.8M | 3.72% | |
| 367 | VONGVANGUARD SCOTTSDALE FDS | 2,101 | $253.2M | 3.72% | |
| 368 | VTIPVANGUARD MALVERN FDS | 4,830 | $244.5M | 3.59% | |
| 369 | XYLXYLEM INC | 1,639 | $241.8M | 3.55% | |
| 370 | WSMWILLIAMS SONOMA INC | 1,230 | $240.4M | 3.53% | |
| 371 | SLGSL GREEN RLTY CORP | 3,972 | $237.6M | 3.49% | |
| 372 | HOLXHOLOGIC INC | 3,465 | $233.9M | 3.43% | |
| 373 | ADSKAUTODESK INC | 735 | $233.5M | 3.43% | |
| 374 | GGGGRACO INC | 2,744 | $233.1M | 3.42% | |
| 375 | CSLCARLISLE COS INC | 700 | $230.3M | 3.38% | |
| 376 | FXFINVESCO CURRENCYSHARES SWISS | 2,055 | $228.6M | 3.35% | |
| 377 | EWJISHARES INC | 2,830 | $227.0M | 3.33% | |
| 378 | BIPBROOKFIELD INFRAST PARTNERS | 6,896 | $226.8M | 3.33% | |
| 379 | AG8AGILENT TECHNOLOGIES INC | 1,763 | $226.3M | 3.32% | |
| 380 | BBJPJ P MORGAN EXCHANGE TRADED F | 3,403 | $225.7M | 3.31% | |
| 381 | HSICHENRY SCHEIN INC | 3,399 | $225.6M | 3.31% | |
| 382 | LHLABCORP HOLDINGS INC | 784 | $225.1M | 3.30% | |
| 383 | SCHXSCHWAB STRATEGIC TR | 8,523 | $224.5M | 3.29% | |
| 384 | COLBCOLUMBIA BKG SYS INC | 8,647 | $222.6M | 3.27% | |
| 385 | EQREQUITY RESIDENTIAL | 3,406 | $220.5M | 3.24% | |
| 386 | MUBISHARES TR | 2,063 | $219.7M | 3.22% | |
| 387 | KRKROGER CO | 3,257 | $219.6M | 3.22% | |
| 388 | SCHMSCHWAB STRATEGIC TR | 7,335 | $217.4M | 3.19% | |
| 389 | CITCINTAS CORP | 1,048 | $215.1M | 3.16% | |
| 390 | SOUNSOUNDHOUND AI INC | 13,200 | $212.3M | 3.11% | |
| 391 | METMETLIFE INC | 2,570 | $211.7M | 3.11% | |
| 392 | IEIISHARES TR | 1,760 | $210.3M | 3.09% | |
| 393 | ACUACME UTD CORP | 5,100 | $210.0M | 3.08% | |
| 394 | ICFISHARES TR | 3,401 | $209.6M | 3.08% | |
| 395 | EWEDWARDS LIFESCIENCES CORP | 2,658 | $206.7M | 3.03% | |
| 396 | GAMGENERAL AMERN INVS CO INC | 3,313 | $206.1M | 3.02% | |
| 397 | WLYWILEY JOHN & SONS INC | 5,060 | $204.8M | 3.00% | |
| 398 | VHTVANGUARD WORLD FD | 788 | $204.6M | 3.00% | |
| 399 | WEXWEX INC | 1,286 | $202.6M | 2.97% | |
| 400 | SKYYFIRST TR EXCHANGE TRADED FD | 1,500 | $201.6M | 2.96% |