Evercore Wealth Management, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$4771.8T
Holdings
396
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (396 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 1,950,480 | $253.4T | 5.31% | |
| 2 | MSFTMICROSOFT CORP | 963,389 | $231.0T | 4.84% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 349,932 | $185.5T | 3.89% | |
| 4 | TMOTHERMO FISHER SCIENTIFIC INC | 309,589 | $170.5T | 3.57% | |
| 5 | MAMASTERCARD INCORPORATED | 460,227 | $160.0T | 3.35% | |
| 6 | HDHOME DEPOT INC | 475,939 | $150.3T | 3.15% | |
| 7 | AZOAUTOZONE INC | 57,063 | $140.7T | 2.95% | |
| 8 | BXBLACKSTONE INC | 1,623,991 | $120.5T | 2.52% | |
| 9 | DWDMORGAN STANLEY | 1,287,324 | $109.4T | 2.29% | |
| 10 | ACNACCENTURE PLC IRELAND | 399,225 | $106.5T | 2.23% | |
| 11 | AMZNAMAZON COM INC | 1,202,785 | $101.0T | 2.12% | |
| 12 | CBRECBRE GROUP INC | 1,289,166 | $99.2T | 2.08% | |
| 13 | GOOGALPHABET INC | 1,112,110 | $98.7T | 2.07% | |
| 14 | AMTAMERICAN TOWER CORP NEW | 463,571 | $98.2T | 2.06% | |
| 15 | CBCHUBB LIMITED | 444,516 | $98.1T | 2.06% | |
| 16 | CDWCDW CORP | 546,463 | $97.6T | 2.05% | |
| 17 | ABTABBOTT LABS | 842,309 | $92.5T | 1.94% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 298,215 | $92.1T | 1.93% | |
| 19 | WMBWILLIAMS COS INC | 2,699,260 | $88.8T | 1.86% | |
| 20 | MCDMCDONALDS CORP | 336,399 | $88.7T | 1.86% | |
| 21 | TXNTEXAS INSTRS INC | 497,894 | $82.3T | 1.72% | |
| 22 | JPMJPMORGAN CHASE & CO | 604,190 | $81.0T | 1.70% | |
| 23 | BLKCHFBLACKROCK INC | 113,104 | $80.1T | 1.68% | |
| 24 | GOOGLALPHABET INC | 873,660 | $77.1T | 1.62% | |
| 25 | STZCONSTELLATION BRANDS INC | 331,360 | $76.8T | 1.61% | |
| 26 | ADBEADOBE SYSTEMS INCORPORATED | 219,185 | $73.8T | 1.55% | |
| 27 | TJXTJX COS INC NEW | 904,814 | $72.0T | 1.51% | |
| 28 | CECELANESE CORP DEL | 684,467 | $70.0T | 1.47% | |
| 29 | BLDRBUILDERS FIRSTSOURCE INC | 1,078,250 | $70.0T | 1.47% | |
| 30 | NKENIKE INC | 563,514 | $65.9T | 1.38% | |
| 31 | DLNWISDOMTREE TR | 1,059,755 | $65.7T | 1.38% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 129,369 | $59.1T | 1.24% | |
| 33 | SPYSPDR S&P 500 ETF TR | 140,404 | $53.7T | 1.13% | |
| 34 | EOGEOG RES INC | 411,531 | $53.3T | 1.12% | |
| 35 | BWABORGWARNER INC | 1,290,735 | $52.0T | 1.09% | |
| 36 | BBYBEST BUY INC | 602,621 | $48.3T | 1.01% | |
| 37 | AKXANSYS INC | 171,751 | $41.5T | 0.87% | |
| 38 | NVDANVIDIA CORPORATION | 276,909 | $40.5T | 0.85% | |
| 39 | JNJJOHNSON & JOHNSON | 227,569 | $40.2T | 0.84% | |
| 40 | SSNCSS&C TECHNOLOGIES HLDGS INC | 690,700 | $36.0T | 0.75% | |
| 41 | ROPROPER TECHNOLOGIES INC | 80,370 | $34.7T | 0.73% | |
| 42 | IVVISHARES TR | 85,302 | $32.8T | 0.69% | |
| 43 | SHWSHERWIN WILLIAMS CO | 115,371 | $27.4T | 0.57% | |
| 44 | PEPPEPSICO INC | 134,702 | $24.3T | 0.51% | |
| 45 | IAU*ISHARES GOLD TR | 694,612 | $24.0T | 0.50% | |
| 46 | CVXCHEVRON CORP NEW | 126,387 | $22.7T | 0.48% | |
| 47 | GNRCGENERAC HLDGS INC | 220,613 | $22.2T | 0.47% | |
| 48 | SCHWSCHWAB CHARLES CORP | 244,776 | $20.4T | 0.43% | |
| 49 | LLYLILLY ELI & CO | 49,449 | $18.1T | 0.38% | |
| 50 | ADPAUTOMATIC DATA PROCESSING IN | 67,246 | $16.1T | 0.34% | |
| 51 | ABBVABBVIE INC | 95,141 | $15.4T | 0.32% | |
| 52 | VOOVANGUARD INDEX FDS | 43,246 | $15.2T | 0.32% | |
| 53 | PGPROCTER AND GAMBLE CO | 98,984 | $15.0T | 0.31% | |
| 54 | EFGISHARES TR | 166,602 | $14.0T | 0.29% | |
| 55 | GQ9SPDR GOLD TR | 81,385 | $13.8T | 0.29% | |
| 56 | EFAISHARES TR | 202,559 | $13.3T | 0.28% | |
| 57 | IWFISHARES TR | 62,045 | $13.3T | 0.28% | |
| 58 | PFEPFIZER INC | 258,517 | $13.2T | 0.28% | |
| 59 | CSCOCISCO SYS INC | 266,698 | $12.7T | 0.27% | |
| 60 | MRKMERCK & CO INC | 113,069 | $12.5T | 0.26% | |
| 61 | IWBISHARES TR | 51,602 | $10.9T | 0.23% | |
| 62 | XOMEXXON MOBIL CORP | 90,576 | $10.0T | 0.21% | |
| 63 | VVISA INC | 46,764 | $9.7T | 0.20% | |
| 64 | XLVSELECT SECTOR SPDR TR | 71,416 | $9.7T | 0.20% | |
| 65 | MDYSPDR S&P MIDCAP 400 ETF TR | 20,738 | $9.2T | 0.19% | |
| 66 | LOWLOWES COS INC | 42,677 | $8.5T | 0.18% | |
| 67 | MCKMCKESSON CORP | 22,642 | $8.5T | 0.18% | |
| 68 | IJHISHARES TR | 34,422 | $8.3T | 0.17% | |
| 69 | UPSUNITED PARCEL SERVICE INC | 44,314 | $7.7T | 0.16% | |
| 70 | DISDISNEY WALT CO | 88,357 | $7.7T | 0.16% | |
| 71 | SYKSTRYKER CORPORATION | 30,853 | $7.5T | 0.16% | |
| 72 | RTXRAYTHEON TECHNOLOGIES CORP | 73,501 | $7.4T | 0.16% | |
| 73 | IWMISHARES TR | 41,773 | $7.3T | 0.15% | |
| 74 | DHRDANAHER CORPORATION | 26,756 | $7.1T | 0.15% | |
| 75 | UNPUNION PAC CORP | 34,058 | $7.1T | 0.15% | |
| 76 | AMATAPPLIED MATLS INC | 69,228 | $6.7T | 0.14% | |
| 77 | NEENEXTERA ENERGY INC | 79,912 | $6.7T | 0.14% | |
| 78 | VEAVANGUARD TAX-MANAGED FDS | 159,009 | $6.7T | 0.14% | |
| 79 | BACBANK AMERICA CORP | 200,455 | $6.6T | 0.14% | |
| 80 | ORCLORACLE CORP | 80,164 | $6.6T | 0.14% | |
| 81 | KOCOCA COLA CO | 102,100 | $6.5T | 0.14% | |
| 82 | ITWILLINOIS TOOL WKS INC | 28,628 | $6.3T | 0.13% | |
| 83 | AMGNAMGEN INC | 22,090 | $5.8T | 0.12% | |
| 84 | VBVANGUARD INDEX FDS | 30,541 | $5.6T | 0.12% | |
| 85 | MTDMETTLER TOLEDO INTERNATIONAL | 3,761 | $5.4T | 0.11% | |
| 86 | BMYBRISTOL-MYERS SQUIBB CO | 74,939 | $5.4T | 0.11% | |
| 87 | BRK-BBERKSHIRE HATHAWAY INC DEL | 11 | $5.2T | 0.11% | |
| 88 | VEUVANGUARD INTL EQUITY INDEX F | 102,046 | $5.1T | 0.11% | |
| 89 | CHKPCHECK POINT SOFTWARE TECH LT | 39,724 | $5.0T | 0.11% | |
| 90 | SBUXSTARBUCKS CORP | 48,373 | $4.8T | 0.10% | |
| 91 | RPMRPM INTL INC | 48,717 | $4.7T | 0.10% | |
| 92 | T7DTRANSDIGM GROUP INC | 7,407 | $4.7T | 0.10% | |
| 93 | CHDCHURCH & DWIGHT CO INC | 57,051 | $4.6T | 0.10% | |
| 94 | EPDENTERPRISE PRODS PARTNERS L | 183,559 | $4.4T | 0.09% | |
| 95 | EMREMERSON ELEC CO | 44,263 | $4.3T | 0.09% | |
| 96 | HONHONEYWELL INTL INC | 19,826 | $4.2T | 0.09% | |
| 97 | HDVISHARES TR | 40,656 | $4.2T | 0.09% | |
| 98 | CVSCVS HEALTH CORP | 42,808 | $4.0T | 0.08% | |
| 99 | VWOVANGUARD INTL EQUITY INDEX F | 100,978 | $3.9T | 0.08% | |
| 100 | XOPSPDR SER TR | 28,287 | $3.8T | 0.08% |
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