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 |
|---|---|---|---|---|---|
| 101 | DISDISNEY WALT CO | 43,165 | $4.8B | 0.07% | |
| 102 | RPMRPM INTL INC | 38,550 | $4.7B | 0.07% | |
| 103 | CHDCHURCH & DWIGHT CO INC | 44,947 | $4.7B | 0.07% | |
| 104 | VWOVANGUARD INTL EQUITY INDEX F | 105,355 | $4.6B | 0.07% | |
| 105 | EMREMERSON ELEC CO | 36,466 | $4.5B | 0.07% | |
| 106 | NETCLOUDFLARE INC | 41,500 | $4.5B | 0.07% | |
| 107 | GTLSCHART INDS INC | 23,396 | $4.5B | 0.07% | |
| 108 | VUGVANGUARD INDEX FDS | 10,802 | $4.4B | 0.07% | |
| 109 | IJRISHARES TR | 37,846 | $4.4B | 0.07% | |
| 110 | HONHONEYWELL INTL INC | 19,286 | $4.4B | 0.07% | |
| 111 | APHAMPHENOL CORP NEW | 62,509 | $4.3B | 0.07% | |
| 112 | GLDMWORLD GOLD TR | 82,935 | $4.3B | 0.06% | |
| 113 | METAMETA PLATFORMS INC | 7,226 | $4.2B | 0.06% | |
| 114 | PGRPROGRESSIVE CORP | 17,601 | $4.2B | 0.06% | |
| 115 | AXPAMERICAN EXPRESS CO | 14,031 | $4.2B | 0.06% | |
| 116 | AFLAFLAC INC | 39,174 | $4.1B | 0.06% | |
| 117 | NFLXNETFLIX INC | 4,495 | $4.0B | 0.06% | |
| 118 | VVVANGUARD INDEX FDS | 14,607 | $3.9B | 0.06% | |
| 119 | VOVANGUARD INDEX FDS | 14,731 | $3.9B | 0.06% | |
| 120 | BACBANK AMERICA CORP | 86,838 | $3.8B | 0.06% | |
| 121 | PFEPFIZER INC | 143,736 | $3.8B | 0.06% | |
| 122 | CATCATERPILLAR INC | 10,167 | $3.7B | 0.06% | |
| 123 | CARRCARRIER GLOBAL CORPORATION | 53,335 | $3.6B | 0.05% | |
| 124 | XLFSELECT SECTOR SPDR TR | 73,036 | $3.5B | 0.05% | |
| 125 | QCOMQUALCOMM INC | 22,299 | $3.4B | 0.05% | |
| 126 | ORLYOREILLY AUTOMOTIVE INC | 2,827 | $3.4B | 0.05% | |
| 127 | IVEISHARES TR | 17,362 | $3.3B | 0.05% | |
| 128 | SBUXSTARBUCKS CORP | 34,203 | $3.1B | 0.05% | |
| 129 | CSRCENTERSPACE | 46,771 | $3.1B | 0.05% | |
| 130 | MTDMETTLER TOLEDO INTERNATIONAL | 2,459 | $3.0B | 0.05% | |
| 131 | GSGOLDMAN SACHS GROUP INC | 5,246 | $3.0B | 0.04% | |
| 132 | 4I1PHILIP MORRIS INTL INC | 24,943 | $3.0B | 0.04% | |
| 133 | PLTRPALANTIR TECHNOLOGIES INC | 38,186 | $2.9B | 0.04% | |
| 134 | IWRISHARES TR | 32,197 | $2.8B | 0.04% | |
| 135 | DUKDUKE ENERGY CORP NEW | 24,983 | $2.7B | 0.04% | |
| 136 | XLYSELECT SECTOR SPDR TR | 11,752 | $2.6B | 0.04% | |
| 137 | TRVTRAVELERS COMPANIES INC | 10,914 | $2.6B | 0.04% | |
| 138 | ICEINTERCONTINENTAL EXCHANGE IN | 17,601 | $2.6B | 0.04% | |
| 139 | WFCWELLS FARGO CO NEW | 36,995 | $2.6B | 0.04% | |
| 140 | CLCOLGATE PALMOLIVE CO | 28,248 | $2.6B | 0.04% | |
| 141 | TMUST-MOBILE US INC | 11,538 | $2.5B | 0.04% | |
| 142 | OTISOTIS WORLDWIDE CORP | 27,468 | $2.5B | 0.04% | |
| 143 | IDXXIDEXX LABS INC | 5,951 | $2.5B | 0.04% | |
| 144 | XLCSELECT SECTOR SPDR TR | 25,098 | $2.4B | 0.04% | |
| 145 | VIGVANGUARD SPECIALIZED FUNDS | 12,387 | $2.4B | 0.04% | |
| 146 | IWDISHARES TR | 12,287 | $2.3B | 0.03% | |
| 147 | ATRAPTARGROUP INC | 14,377 | $2.3B | 0.03% | |
| 148 | XLISELECT SECTOR SPDR TR | 17,132 | $2.3B | 0.03% | |
| 149 | LMTLOCKHEED MARTIN CORP | 4,375 | $2.1B | 0.03% | |
| 150 | AQLTISHARES TR | 30,079 | $2.1B | 0.03% | |
| 151 | MDTMEDTRONIC PLC | 26,451 | $2.1B | 0.03% | |
| 152 | ZTSZOETIS INC | 12,762 | $2.1B | 0.03% | |
| 153 | SONSONOCO PRODS CO | 41,446 | $2.0B | 0.03% | |
| 154 | MARMARRIOTT INTL INC NEW | 7,168 | $2.0B | 0.03% | |
| 155 | VGTVANGUARD WORLD FD | 3,175 | $2.0B | 0.03% | |
| 156 | XOPSPDR SER TR | 14,735 | $2.0B | 0.03% | |
| 157 | AAXJISHARES TR | 26,442 | $1.9B | 0.03% | |
| 158 | AQLTISHARES TR | 14,488 | $1.9B | 0.03% | |
| 159 | DYHTARGET CORP | 14,055 | $1.9B | 0.03% | |
| 160 | MDLZMONDELEZ INTL INC | 31,427 | $1.9B | 0.03% | |
| 161 | XLFISELECT SECTOR SPDR TR | 23,866 | $1.9B | 0.03% | |
| 162 | YUMYUM BRANDS INC | 13,939 | $1.9B | 0.03% | |
| 163 | DELLDELL TECHNOLOGIES INC | 16,001 | $1.8B | 0.03% | |
| 164 | SPGIS&P GLOBAL INC | 3,604 | $1.8B | 0.03% | |
| 165 | NXPINXP SEMICONDUCTORS N V | 8,569 | $1.8B | 0.03% | |
| 166 | MMM3M CO | 13,770 | $1.8B | 0.03% | |
| 167 | XLBSELECT SECTOR SPDR TR | 21,103 | $1.8B | 0.03% | |
| 168 | PHPARKER-HANNIFIN CORP | 2,753 | $1.8B | 0.03% | |
| 169 | GEGE AEROSPACE | 10,436 | $1.7B | 0.03% | |
| 170 | OEFISHARES TR | 6,020 | $1.7B | 0.03% | |
| 171 | MRSHMARSH & MCLENNAN COS INC | 8,096 | $1.7B | 0.03% | |
| 172 | BABOEING CO | 9,648 | $1.7B | 0.03% | |
| 173 | BNBROOKFIELD CORP | 29,462 | $1.7B | 0.03% | |
| 174 | JJACOBS SOLUTIONS INC | 12,476 | $1.7B | 0.02% | |
| 175 | SYYSYSCO CORP | 21,760 | $1.7B | 0.02% | |
| 176 | BMYBRISTOL-MYERS SQUIBB CO | 29,208 | $1.7B | 0.02% | |
| 177 | PNCPNC FINL SVCS GROUP INC | 8,532 | $1.6B | 0.02% | |
| 178 | SUSAISHARES TR | 13,512 | $1.6B | 0.02% | |
| 179 | INTCINTEL CORP | 80,710 | $1.6B | 0.02% | |
| 180 | CMCSACOMCAST CORP NEW | 41,899 | $1.6B | 0.02% | |
| 181 | AYIACUITY BRANDS INC | 5,362 | $1.6B | 0.02% | |
| 182 | HDVISHARES TR | 13,339 | $1.5B | 0.02% | |
| 183 | DBEFDBX ETF TR | 35,624 | $1.5B | 0.02% | |
| 184 | PRFZINVESCO EXCHANGE TRADED FD T | 35,020 | $1.5B | 0.02% | |
| 185 | KMIKINDER MORGAN INC DEL | 53,090 | $1.5B | 0.02% | |
| 186 | PSXPHILLIPS 66 | 12,624 | $1.4B | 0.02% | |
| 187 | WMWASTE MGMT INC DEL | 7,105 | $1.4B | 0.02% | |
| 188 | COFCAPITAL ONE FINL CORP | 7,963 | $1.4B | 0.02% | |
| 189 | IWVISHARES TR | 4,192 | $1.4B | 0.02% | |
| 190 | AJGGALLAGHER ARTHUR J & CO | 4,887 | $1.4B | 0.02% | |
| 191 | GILDGILEAD SCIENCES INC | 14,950 | $1.4B | 0.02% | |
| 192 | VTVANGUARD INTL EQUITY INDEX F | 11,737 | $1.4B | 0.02% | |
| 193 | DOVDOVER CORP | 7,333 | $1.4B | 0.02% | |
| 194 | GDGENERAL DYNAMICS CORP | 5,187 | $1.4B | 0.02% | |
| 195 | COPCONOCOPHILLIPS | 13,620 | $1.4B | 0.02% | |
| 196 | EQIXEQUINIX INC | 1,431 | $1.3B | 0.02% | |
| 197 | JEFJEFFERIES FINL GROUP INC | 16,663 | $1.3B | 0.02% | |
| 198 | NOWSERVICENOW INC | 1,232 | $1.3B | 0.02% | |
| 199 | USBUS BANCORP DEL | 26,638 | $1.3B | 0.02% | |
| 200 | PAYXPAYCHEX INC | 9,078 | $1.3B | 0.02% |