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 |
|---|---|---|---|---|---|
| 101 | SBUXSTARBUCKS CORP | 48,818 | $4.3B | 0.12% | |
| 102 | DHRDANAHER CORPORATION | 27,890 | $4.3B | 0.12% | |
| 103 | SONSONOCO PRODS CO | 69,125 | $4.3B | 0.11% | |
| 104 | ECLECOLAB INC | 22,042 | $4.3B | 0.11% | |
| 105 | HONHONEYWELL INTL INC | 23,471 | $4.2B | 0.11% | |
| 106 | AOSSMITH A O CORP | 85,271 | $4.1B | 0.11% | |
| 107 | EMREMERSON ELEC CO | 52,806 | $4.0B | 0.11% | |
| 108 | CVSCVS HEALTH CORP | 51,371 | $3.8B | 0.10% | |
| 109 | EOGEOG RES INC | 44,955 | $3.8B | 0.10% | |
| 110 | 4I1PHILIP MORRIS INTL INC | 44,026 | $3.7B | 0.10% | |
| 111 | IRET1USDINVESTORS REAL ESTATE TR | 51,650 | $3.7B | 0.10% | |
| 112 | MTDMETTLER TOLEDO INTERNATIONAL | 4,415 | $3.5B | 0.09% | |
| 113 | IWRISHARES TR | 58,248 | $3.5B | 0.09% | |
| 114 | VOVANGUARD INDEX FDS | 19,456 | $3.5B | 0.09% | |
| 115 | WMTWALMART INC | 28,390 | $3.4B | 0.09% | |
| 116 | LWLAMB WESTON HLDGS INC | 38,196 | $3.3B | 0.09% | |
| 117 | SYYSYSCO CORP | 37,799 | $3.2B | 0.09% | |
| 118 | BABOEING CO | 9,816 | $3.2B | 0.09% | |
| 119 | VVVANGUARD INDEX FDS | 21,281 | $3.1B | 0.08% | |
| 120 | LMTLOCKHEED MARTIN CORP | 8,076 | $3.1B | 0.08% | |
| 121 | AFLAFLAC INC | 58,642 | $3.1B | 0.08% | |
| 122 | DUKDUKE ENERGY CORP NEW | 33,440 | $3.0B | 0.08% | |
| 123 | IVEISHARES TR | 23,118 | $3.0B | 0.08% | |
| 124 | DDOMINION ENERGY INC | 36,150 | $3.0B | 0.08% | |
| 125 | CLCOLGATE PALMOLIVE CO | 43,302 | $3.0B | 0.08% | |
| 126 | SLBSCHLUMBERGER LTD | 72,278 | $2.9B | 0.08% | |
| 127 | ILMNILLUMINA INC | 8,691 | $2.9B | 0.08% | |
| 128 | VTIVANGUARD INDEX FDS | 17,110 | $2.8B | 0.08% | |
| 129 | DBEFDBX ETF TR | 82,708 | $2.8B | 0.08% | |
| 130 | METAFACEBOOK INC | 13,391 | $2.7B | 0.07% | |
| 131 | APHAMPHENOL CORP NEW | 25,150 | $2.7B | 0.07% | |
| 132 | QCOMQUALCOMM INC | 30,467 | $2.7B | 0.07% | |
| 133 | DYHTARGET CORP | 20,804 | $2.7B | 0.07% | |
| 134 | JBLJABIL INC | 64,463 | $2.7B | 0.07% | |
| 135 | CMCSACOMCAST CORP NEW | 58,458 | $2.6B | 0.07% | |
| 136 | PSXPHILLIPS 66 | 23,228 | $2.6B | 0.07% | |
| 137 | ATRAPTARGROUP INC | 22,360 | $2.6B | 0.07% | |
| 138 | EEMISHARES TR | 56,952 | $2.6B | 0.07% | |
| 139 | SPGIS&P GLOBAL INC | 9,290 | $2.5B | 0.07% | |
| 140 | TRVTRAVELERS COMPANIES INC | 18,457 | $2.5B | 0.07% | |
| 141 | RTN1USDRAYTHEON CO | 11,158 | $2.5B | 0.07% | |
| 142 | TRVCCITIGROUP INC | 29,895 | $2.4B | 0.06% | |
| 143 | BACBANK AMER CORP | 67,254 | $2.4B | 0.06% | |
| 144 | MPCMARATHON PETE CORP | 38,852 | $2.3B | 0.06% | |
| 145 | BAXBAXTER INTL INC | 27,435 | $2.3B | 0.06% | |
| 146 | PNCPNC FINL SVCS GROUP INC | 13,777 | $2.2B | 0.06% | |
| 147 | COPCONOCOPHILLIPS | 33,508 | $2.2B | 0.06% | |
| 148 | GEGENERAL ELECTRIC CO | 193,916 | $2.2B | 0.06% | |
| 149 | IWNISHARES TR | 16,757 | $2.2B | 0.06% | |
| 150 | GDGENERAL DYNAMICS CORP | 12,179 | $2.1B | 0.06% | |
| 151 | KMBKIMBERLY CLARK CORP | 15,211 | $2.1B | 0.06% | |
| 152 | NDQINVESCO QQQ TR | 9,691 | $2.1B | 0.06% | |
| 153 | IVWISHARES TR | 10,505 | $2.0B | 0.05% | |
| 154 | JECUSDJACOBS ENGR GROUP INC | 22,377 | $2.0B | 0.05% | |
| 155 | DSIISHARES TR | 15,883 | $1.9B | 0.05% | |
| 156 | PGRPROGRESSIVE CORP OHIO | 26,119 | $1.9B | 0.05% | |
| 157 | VEAVANGUARD TAX MANAGED INTL FD | 42,598 | $1.9B | 0.05% | |
| 158 | ORLYO REILLY AUTOMOTIVE INC NEW | 4,281 | $1.9B | 0.05% | |
| 159 | ZTSZOETIS INC | 14,089 | $1.9B | 0.05% | |
| 160 | AXPAMERICAN EXPRESS CO | 14,941 | $1.9B | 0.05% | |
| 161 | IWVISHARES TR | 9,832 | $1.9B | 0.05% | |
| 162 | CATCATERPILLAR INC DEL | 12,421 | $1.8B | 0.05% | |
| 163 | XLFISELECT SECTOR SPDR TR | 19,984 | $1.8B | 0.05% | |
| 164 | PFFISHARES TR | 47,750 | $1.8B | 0.05% | |
| 165 | XLRNACCELERON PHARMA INC | 32,742 | $1.7B | 0.05% | |
| 166 | ICEINTERCONTINENTAL EXCHANGE IN | 18,759 | $1.7B | 0.05% | |
| 167 | VNQVANGUARD INDEX FDS | 18,543 | $1.7B | 0.05% | |
| 168 | MCXMCCORMICK & CO INC | 10,129 | $1.7B | 0.05% | |
| 169 | BIIBBIOGEN INC | 5,623 | $1.7B | 0.04% | |
| 170 | AQLTISHARES TR | 25,460 | $1.7B | 0.04% | |
| 171 | SCHGSCHWAB STRATEGIC TR | 17,414 | $1.6B | 0.04% | |
| 172 | SOSOUTHERN CO | 25,284 | $1.6B | 0.04% | |
| 173 | VUGVANGUARD INDEX FDS | 8,750 | $1.6B | 0.04% | |
| 174 | VFCV F CORP | 15,906 | $1.6B | 0.04% | |
| 175 | PYPLPAYPAL HLDGS INC | 14,408 | $1.6B | 0.04% | |
| 176 | GILDGILEAD SCIENCES INC | 23,737 | $1.5B | 0.04% | |
| 177 | STTSTATE STR CORP | 19,031 | $1.5B | 0.04% | |
| 178 | NXPINXP SEMICONDUCTORS N V | 11,519 | $1.5B | 0.04% | |
| 179 | —WISDOMTREE TR | 21,170 | $1.5B | 0.04% | |
| 180 | MOALTRIA GROUP INC | 28,899 | $1.4B | 0.04% | |
| 181 | MDLZMONDELEZ INTL INC | 26,068 | $1.4B | 0.04% | |
| 182 | PRFZINVESCO EXCHANGE TRADED FD T | 10,241 | $1.4B | 0.04% | |
| 183 | SUSAISHARES TR | 10,356 | $1.4B | 0.04% | |
| 184 | ENBENBRIDGE INC | 34,846 | $1.4B | 0.04% | |
| 185 | 8CWCROWN CASTLE INTL CORP NEW | 9,725 | $1.4B | 0.04% | |
| 186 | BDXBECTON DICKINSON & CO | 5,059 | $1.4B | 0.04% | |
| 187 | IJJISHARES TR | 7,579 | $1.3B | 0.03% | |
| 188 | BAMBROOKFIELD ASSET MGMT INC | 22,019 | $1.3B | 0.03% | |
| 189 | —POPE RESOURCES A DELAWARE LP | 13,650 | $1.3B | 0.03% | |
| 190 | DOVDOVER CORP | 10,900 | $1.3B | 0.03% | |
| 191 | NSCNORFOLK SOUTHERN CORP | 6,461 | $1.3B | 0.03% | |
| 192 | TSLATESLA INC | 2,950 | $1.2B | 0.03% | |
| 193 | CDWCDW CORP | 8,403 | $1.2B | 0.03% | |
| 194 | IEMGISHARES INC | 22,271 | $1.2B | 0.03% | |
| 195 | VTVVANGUARD INDEX FDS | 9,729 | $1.2B | 0.03% | |
| 196 | WYWEYERHAEUSER CO | 35,827 | $1.1B | 0.03% | |
| 197 | AGGISHARES TR | 9,294 | $1.0B | 0.03% | |
| 198 | EDCONSOLIDATED EDISON INC | 11,502 | $1.0B | 0.03% | |
| 199 | —SPDR DOW JONES INDL AVRG ETF | 3,612 | $1.0B | 0.03% | |
| 200 | DDDUPONT DE NEMOURS INC | 15,967 | $1.0B | 0.03% |