Evercore Wealth Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$6.7T
Holdings
417
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (417 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 1,749,350 | $438.1B | 6.56% | |
| 2 | MSFTMICROSOFT CORP | 870,960 | $367.1B | 5.50% | |
| 3 | NVDANVIDIA CORPORATION | 2,362,556 | $317.3B | 4.75% | |
| 4 | AMZNAMAZON COM INC | 1,220,590 | $267.8B | 4.01% | |
| 5 | BXBLACKSTONE INC | 1,399,444 | $241.3B | 3.61% | |
| 6 | MAMASTERCARD INCORPORATED | 436,895 | $230.1B | 3.45% | |
| 7 | GOOGALPHABET INC | 1,023,871 | $195.0B | 2.92% | |
| 8 | AZOAUTOZONE INC | 57,512 | $184.2B | 2.76% | |
| 9 | HDHOME DEPOT INC | 467,793 | $182.0B | 2.73% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 344,650 | $174.3B | 2.61% | |
| 11 | DWDMORGAN STANLEY | 1,274,422 | $160.2B | 2.40% | |
| 12 | JPMJPMORGAN CHASE & CO. | 650,873 | $156.0B | 2.34% | |
| 13 | GOOGLALPHABET INC | 819,701 | $155.2B | 2.32% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 298,083 | $155.1B | 2.32% | |
| 15 | WMBWILLIAMS COS INC | 2,762,209 | $149.5B | 2.24% | |
| 16 | CBRECBRE GROUP INC | 1,103,209 | $144.8B | 2.17% | |
| 17 | ACNACCENTURE PLC IRELAND | 383,099 | $134.8B | 2.02% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 279,442 | $126.7B | 1.90% | |
| 19 | CBCHUBB LIMITED | 453,852 | $125.4B | 1.88% | |
| 20 | BLDRBUILDERS FIRSTSOURCE INC | 845,326 | $120.8B | 1.81% | |
| 21 | BLKBLACKROCK INC | 115,662 | $118.6B | 1.78% | |
| 22 | TJXTJX COS INC NEW | 877,000 | $106.0B | 1.59% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 114,472 | $104.9B | 1.57% | |
| 24 | ADBEADOBE INC | 232,786 | $103.5B | 1.55% | |
| 25 | CDWCDW CORP | 524,066 | $91.2B | 1.37% | |
| 26 | DLNWISDOMTREE TR | 1,134,076 | $88.2B | 1.32% | |
| 27 | ABTABBOTT LABS | 777,664 | $88.0B | 1.32% | |
| 28 | AMTAMERICAN TOWER CORP NEW | 453,370 | $83.2B | 1.25% | |
| 29 | CROXCROCS INC | 739,109 | $81.0B | 1.21% | |
| 30 | STZCONSTELLATION BRANDS INC | 355,578 | $78.6B | 1.18% | |
| 31 | MCDMCDONALDS CORP | 270,267 | $78.3B | 1.17% | |
| 32 | AKXANSYS INC | 228,612 | $77.1B | 1.16% | |
| 33 | EOGEOG RES INC | 622,024 | $76.2B | 1.14% | |
| 34 | SPYSPDR S&P 500 ETF TR | 120,911 | $70.9B | 1.06% | |
| 35 | GNRCGENERAC HLDGS INC | 430,068 | $66.7B | 1.00% | |
| 36 | FISVFISERV INC | 267,653 | $55.0B | 0.82% | |
| 37 | VIKVIKING HOLDINGS LTD | 1,221,832 | $53.8B | 0.81% | |
| 38 | IVVISHARES TR | 68,251 | $40.2B | 0.60% | |
| 39 | BWABORGWARNER INC | 1,183,548 | $37.6B | 0.56% | |
| 40 | SHWSHERWIN WILLIAMS CO | 106,061 | $36.1B | 0.54% | |
| 41 | IAU*ISHARES GOLD TR | 648,598 | $32.1B | 0.48% | |
| 42 | VOOVANGUARD INDEX FDS | 58,502 | $31.5B | 0.47% | |
| 43 | CECELANESE CORP DEL | 454,493 | $31.5B | 0.47% | |
| 44 | DXJWISDOMTREE TR | 271,973 | $30.0B | 0.45% | |
| 45 | CVXCHEVRON CORP NEW | 202,193 | $29.3B | 0.44% | |
| 46 | LLYELI LILLY & CO | 37,199 | $28.7B | 0.43% | |
| 47 | JNJJOHNSON & JOHNSON | 190,344 | $27.5B | 0.41% | |
| 48 | ROPROPER TECHNOLOGIES INC | 49,717 | $25.8B | 0.39% | |
| 49 | ARCCARES CAPITAL CORP | 1,033,109 | $22.6B | 0.34% | |
| 50 | IWFISHARES TR | 56,181 | $22.6B | 0.34% | |
| 51 | XLVSELECT SECTOR SPDR TR | 144,671 | $19.9B | 0.30% | |
| 52 | GQ9SPDR GOLD TR | 79,208 | $19.2B | 0.29% | |
| 53 | ADPAUTOMATIC DATA PROCESSING IN | 60,327 | $17.7B | 0.26% | |
| 54 | PEPPEPSICO INC | 112,483 | $17.1B | 0.26% | |
| 55 | ABBVABBVIE INC | 87,506 | $15.5B | 0.23% | |
| 56 | EFAISHARES TR | 184,528 | $14.0B | 0.21% | |
| 57 | SCHWSCHWAB CHARLES CORP | 175,371 | $13.0B | 0.19% | |
| 58 | PGPROCTER AND GAMBLE CO | 76,161 | $12.8B | 0.19% | |
| 59 | CSCOCISCO SYS INC | 206,755 | $12.2B | 0.18% | |
| 60 | IBMINTERNATIONAL BUSINESS MACHS | 54,783 | $12.0B | 0.18% | |
| 61 | VVISA INC | 37,699 | $11.9B | 0.18% | |
| 62 | SYKSTRYKER CORPORATION | 32,304 | $11.6B | 0.17% | |
| 63 | MCKMCKESSON CORP | 19,668 | $11.2B | 0.17% | |
| 64 | NEENEXTERA ENERGY INC | 150,523 | $10.8B | 0.16% | |
| 65 | ORCLORACLE CORP | 64,461 | $10.7B | 0.16% | |
| 66 | IJHISHARES TR | 170,353 | $10.6B | 0.16% | |
| 67 | TSLATESLA INC | 25,680 | $10.4B | 0.16% | |
| 68 | MRKMERCK & CO INC | 104,071 | $10.4B | 0.16% | |
| 69 | RSPINVESCO EXCHANGE TRADED FD T | 58,884 | $10.3B | 0.15% | |
| 70 | AVGOBROADCOM INC | 44,197 | $10.2B | 0.15% | |
| 71 | VEAVANGUARD TAX-MANAGED FDS | 210,486 | $10.1B | 0.15% | |
| 72 | TXNTEXAS INSTRS INC | 52,508 | $9.8B | 0.15% | |
| 73 | XLKSELECT SECTOR SPDR TR | 40,806 | $9.5B | 0.14% | |
| 74 | MDYSPDR S&P MIDCAP 400 ETF TR | 16,633 | $9.5B | 0.14% | |
| 75 | XOMEXXON MOBIL CORP | 87,594 | $9.4B | 0.14% | |
| 76 | CRMSALESFORCE INC | 27,270 | $9.1B | 0.14% | |
| 77 | AMATAPPLIED MATLS INC | 55,887 | $9.1B | 0.14% | |
| 78 | KOCOCA COLA CO | 145,775 | $9.1B | 0.14% | |
| 79 | LOWLOWES COS INC | 34,547 | $8.5B | 0.13% | |
| 80 | IWMISHARES TR | 38,332 | $8.5B | 0.13% | |
| 81 | BRK-BBERKSHIRE HATHAWAY INC DEL | 12 | $8.2B | 0.12% | |
| 82 | RTXRTX CORPORATION | 69,252 | $8.0B | 0.12% | |
| 83 | UPSUNITED PARCEL SERVICE INC | 62,117 | $7.8B | 0.12% | |
| 84 | WMTWALMART INC | 83,586 | $7.6B | 0.11% | |
| 85 | CHKPCHECK POINT SOFTWARE TECH LT | 39,626 | $7.4B | 0.11% | |
| 86 | EPDENTERPRISE PRODS PARTNERS L | 218,193 | $6.8B | 0.10% | |
| 87 | NKENIKE INC | 85,579 | $6.5B | 0.10% | |
| 88 | ITWILLINOIS TOOL WKS INC | 25,297 | $6.4B | 0.10% | |
| 89 | MPLXMPLX LP | 132,053 | $6.3B | 0.09% | |
| 90 | UNPUNION PAC CORP | 27,073 | $6.2B | 0.09% | |
| 91 | IVWISHARES TR | 58,760 | $6.0B | 0.09% | |
| 92 | VBVANGUARD INDEX FDS | 24,604 | $5.9B | 0.09% | |
| 93 | DHRDANAHER CORPORATION | 24,963 | $5.7B | 0.09% | |
| 94 | NDQINVESCO QQQ TR | 10,470 | $5.4B | 0.08% | |
| 95 | VTIVANGUARD INDEX FDS | 18,244 | $5.3B | 0.08% | |
| 96 | JBLJABIL INC | 36,540 | $5.3B | 0.08% | |
| 97 | AMGNAMGEN INC | 19,445 | $5.1B | 0.08% | |
| 98 | IWBISHARES TR | 15,642 | $5.0B | 0.08% | |
| 99 | ECLECOLAB INC | 21,328 | $5.0B | 0.07% | |
| 100 | VEUVANGUARD INTL EQUITY INDEX F | 85,673 | $4.9B | 0.07% |
Page 1 of 5Next