Evercore Wealth Management, LLC Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$3.7T
Holdings
402
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (402 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 601,240 | $176.6B | 4.76% | |
| 2 | MSFTMICROSOFT CORP | 1,011,002 | $159.4B | 4.29% | |
| 3 | MAMASTERCARD INC | 479,304 | $143.1B | 3.85% | |
| 4 | TMOTHERMO FISHER SCIENTIFIC INC | 346,405 | $112.5B | 3.03% | |
| 5 | AMZNAMAZON COM INC | 60,741 | $112.2B | 3.02% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 378,612 | $111.3B | 3.00% | |
| 7 | BXBLACKSTONE GROUP INC | 1,769,150 | $99.0B | 2.67% | |
| 8 | HDHOME DEPOT INC | 446,981 | $97.6B | 2.63% | |
| 9 | AMTAMERICAN TOWER CORP NEW | 423,510 | $97.3B | 2.62% | |
| 10 | CBRECBRE GROUP INC | 1,516,651 | $93.0B | 2.50% | |
| 11 | ACNACCENTURE PLC IRELAND | 407,019 | $85.7B | 2.31% | |
| 12 | TJXTJX COS INC NEW | 1,312,914 | $80.2B | 2.16% | |
| 13 | GOOGALPHABET INC | 56,411 | $75.4B | 2.03% | |
| 14 | CECELANESE CORP DEL | 575,679 | $70.9B | 1.91% | |
| 15 | AZOAUTOZONE INC | 58,963 | $70.2B | 1.89% | |
| 16 | ROPROPER TECHNOLOGIES INC | 193,821 | $68.7B | 1.85% | |
| 17 | ADBEADOBE INC | 207,335 | $68.4B | 1.84% | |
| 18 | CBCHUBB LIMITED | 435,409 | $67.8B | 1.83% | |
| 19 | RCLROYAL CARIBBEAN CRUISES LTD | 487,289 | $65.1B | 1.75% | |
| 20 | ABTABBOTT LABS | 747,952 | $65.0B | 1.75% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 283,317 | $64.2B | 1.73% | |
| 22 | DWDMORGAN STANLEY | 1,158,965 | $59.2B | 1.60% | |
| 23 | GOOGLALPHABET INC | 43,150 | $57.8B | 1.56% | |
| 24 | NKENIKE INC | 565,840 | $57.3B | 1.54% | |
| 25 | TXNTEXAS INSTRS INC | 440,358 | $56.5B | 1.52% | |
| 26 | BLKCHFBLACKROCK INC | 105,574 | $53.1B | 1.43% | |
| 27 | DPZDOMINOS PIZZA INC | 177,268 | $52.1B | 1.40% | |
| 28 | EPSWISDOMTREE TR | 486,410 | $51.5B | 1.39% | |
| 29 | BWABORGWARNER INC | 1,183,388 | $51.3B | 1.38% | |
| 30 | AKXANSYS INC | 190,930 | $49.1B | 1.32% | |
| 31 | BBYBEST BUY INC | 546,973 | $48.0B | 1.29% | |
| 32 | JNJJOHNSON & JOHNSON | 307,974 | $44.9B | 1.21% | |
| 33 | SYFSYNCHRONY FINL | 1,189,558 | $42.8B | 1.15% | |
| 34 | SPYSPDR S&P 500 ETF TR | 125,119 | $40.3B | 1.08% | |
| 35 | COSTCOSTCO WHSL CORP NEW | 127,582 | $37.5B | 1.01% | |
| 36 | WRKUSDWESTROCK CO | 851,492 | $36.5B | 0.98% | |
| 37 | IPGPIPG PHOTONICS CORP | 240,513 | $34.9B | 0.94% | |
| 38 | EFAISHARES TR | 411,943 | $28.6B | 0.77% | |
| 39 | AMATAPPLIED MATLS INC | 410,636 | $25.1B | 0.68% | |
| 40 | CVXCHEVRON CORP NEW | 197,536 | $23.8B | 0.64% | |
| 41 | SHWSHERWIN WILLIAMS CO | 37,809 | $22.1B | 0.59% | |
| 42 | IVVISHARES TR | 63,108 | $20.4B | 0.55% | |
| 43 | PEPPEPSICO INC | 147,491 | $20.2B | 0.54% | |
| 44 | JPMJPMORGAN CHASE & CO | 144,346 | $20.1B | 0.54% | |
| 45 | INTCINTEL CORP | 323,320 | $19.4B | 0.52% | |
| 46 | CSCOCISCO SYS INC | 391,603 | $18.8B | 0.51% | |
| 47 | UTXZUNITED TECHNOLOGIES CORP | 116,491 | $17.4B | 0.47% | |
| 48 | IWFISHARES TR | 95,830 | $16.9B | 0.45% | |
| 49 | DISDISNEY WALT CO | 103,623 | $15.0B | 0.40% | |
| 50 | IAUUSDISHARES GOLD TRUST | 1,010,534 | $14.7B | 0.39% | |
| 51 | XOMEXXON MOBIL CORP | 194,683 | $13.6B | 0.37% | |
| 52 | PFEPFIZER INC | 340,213 | $13.3B | 0.36% | |
| 53 | GLDSPDR GOLD TRUST | 89,168 | $12.7B | 0.34% | |
| 54 | IDXXIDEXX LABS INC | 47,884 | $12.5B | 0.34% | |
| 55 | MRKMERCK & CO INC | 131,159 | $11.9B | 0.32% | |
| 56 | ADPAUTOMATIC DATA PROCESSING IN | 66,494 | $11.3B | 0.31% | |
| 57 | IWMISHARES TR | 67,607 | $11.2B | 0.30% | |
| 58 | IWBISHARES TR | 60,676 | $10.8B | 0.29% | |
| 59 | MDYSPDR S&P MIDCAP 400 ETF TR | 27,897 | $10.5B | 0.28% | |
| 60 | SCHWTHE CHARLES SCHWAB CORPORATI | 217,725 | $10.4B | 0.28% | |
| 61 | UNPUNION PACIFIC CORP | 56,578 | $10.2B | 0.28% | |
| 62 | PGPROCTER & GAMBLE CO | 78,163 | $9.8B | 0.26% | |
| 63 | LLYLILLY ELI & CO | 70,894 | $9.3B | 0.25% | |
| 64 | ABBVABBVIE INC | 103,953 | $9.2B | 0.25% | |
| 65 | BACVERIZON COMMUNICATIONS INC | 144,664 | $8.9B | 0.24% | |
| 66 | UPSUNITED PARCEL SERVICE INC | 65,646 | $7.7B | 0.21% | |
| 67 | VOOVANGUARD INDEX FDS | 25,273 | $7.5B | 0.20% | |
| 68 | ORCLORACLE CORP | 137,019 | $7.3B | 0.20% | |
| 69 | MCDMCDONALDS CORP | 36,084 | $7.1B | 0.19% | |
| 70 | MMM3M CO | 40,397 | $7.1B | 0.19% | |
| 71 | SYKSTRYKER CORP | 33,597 | $7.1B | 0.19% | |
| 72 | AMGNAMGEN INC | 28,886 | $7.0B | 0.19% | |
| 73 | IWDISHARES TR | 50,977 | $7.0B | 0.19% | |
| 74 | ITWILLINOIS TOOL WKS INC | 37,570 | $6.7B | 0.18% | |
| 75 | BMYBRISTOL MYERS SQUIBB CO | 101,737 | $6.5B | 0.18% | |
| 76 | VWOVANGUARD INTL EQUITY INDEX F | 141,631 | $6.3B | 0.17% | |
| 77 | KOCOCA COLA CO | 113,217 | $6.3B | 0.17% | |
| 78 | VBVANGUARD INDEX FDS | 37,312 | $6.2B | 0.17% | |
| 79 | LOWLOWES COS INC | 50,239 | $6.0B | 0.16% | |
| 80 | AAXJISHARES TR | 81,730 | $6.0B | 0.16% | |
| 81 | IJHISHARES TR | 29,045 | $6.0B | 0.16% | |
| 82 | VEUVANGUARD INTL EQUITY INDEX F | 109,933 | $5.9B | 0.16% | |
| 83 | CRMSALESFORCE COM INC | 35,595 | $5.8B | 0.16% | |
| 84 | CHKPCHECK POINT SOFTWARE TECH LT | 49,642 | $5.5B | 0.15% | |
| 85 | MCKMCKESSON CORP | 39,709 | $5.5B | 0.15% | |
| 86 | VVISA INC | 29,086 | $5.5B | 0.15% | |
| 87 | WFCWELLS FARGO CO NEW | 98,215 | $5.3B | 0.14% | |
| 88 | IGIBISHARES TR | 90,575 | $5.3B | 0.14% | |
| 89 | USBUS BANCORP DEL | 87,194 | $5.2B | 0.14% | |
| 90 | VIGVANGUARD GROUP | 41,398 | $5.2B | 0.14% | |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 37,537 | $5.0B | 0.14% | |
| 92 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14 | $4.8B | 0.13% | |
| 93 | CHDCHURCH & DWIGHT INC | 67,529 | $4.7B | 0.13% | |
| 94 | AQLTISHARES TR | 43,888 | $4.6B | 0.12% | |
| 95 | RPMRPM INTL INC | 58,630 | $4.5B | 0.12% | |
| 96 | EPDENTERPRISE PRODS PARTNERS L | 157,754 | $4.4B | 0.12% | |
| 97 | MDTMEDTRONIC PLC | 39,110 | $4.4B | 0.12% | |
| 98 | IJRISHARES TR | 52,370 | $4.4B | 0.12% | |
| 99 | TAT&T INC | 111,012 | $4.3B | 0.12% | |
| 100 | NEENEXTERA ENERGY INC | 17,774 | $4.3B | 0.12% |
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