Evercore Wealth Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$6.7B
Holdings
417
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (417 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | ETNEATON CORP PLC | 3,814 | $1.3B | 18.96% | |
| 202 | ADIANALOG DEVICES INC | 5,772 | $1.2B | 18.37% | |
| 203 | KMBKIMBERLY-CLARK CORP | 9,335 | $1.2B | 18.32% | |
| 204 | DTDWISDOMTREE TR | 15,781 | $1.2B | 17.93% | |
| 205 | IEMGISHARES INC | 22,896 | $1.2B | 17.91% | |
| 206 | XLESELECT SECTOR SPDR TR | 13,709 | $1.2B | 17.59% | |
| 207 | VOOVVANGUARD ADMIRAL FDS INC | 6,304 | $1.2B | 17.42% | |
| 208 | T7DTRANSDIGM GROUP INC | 906 | $1.1B | 17.20% | |
| 209 | BACVERIZON COMMUNICATIONS INC | 27,893 | $1.1B | 16.71% | |
| 210 | LHXL3HARRIS TECHNOLOGIES INC | 5,140 | $1.1B | 16.19% | |
| 211 | AMDADVANCED MICRO DEVICES INC | 8,922 | $1.1B | 16.14% | |
| 212 | DPZDOMINOS PIZZA INC | 2,534 | $1.1B | 15.93% | |
| 213 | ENBENBRIDGE INC | 24,828 | $1.1B | 15.78% | |
| 214 | SCHGSCHWAB STRATEGIC TR | 37,120 | $1.0B | 15.50% | |
| 215 | SOSOUTHERN CO | 12,444 | $1.0B | 15.34% | |
| 216 | XARSPDR SER TR | 6,123 | $1.0B | 15.21% | |
| 217 | PWVINVESCO EXCHANGE TRADED FD T | 17,782 | $1.0B | 15.15% | |
| 218 | TPLTEXAS PACIFIC LAND CORPORATI | 906 | $1.0B | 15.01% | |
| 219 | BKNGBOOKING HOLDINGS INC | 197 | $978.8M | 14.66% | |
| 220 | SLVISHARES SILVER TR | 36,958 | $973.1M | 14.58% | |
| 221 | BSXBOSTON SCIENTIFIC CORP | 10,651 | $951.3M | 14.25% | |
| 222 | DEDEERE & CO | 2,238 | $948.2M | 14.20% | |
| 223 | GEVGE VERNOVA INC | 2,869 | $943.7M | 14.14% | |
| 224 | REGNREGENERON PHARMACEUTICALS | 1,302 | $927.5M | 13.89% | |
| 225 | IBITISHARES BITCOIN TRUST ETF | 17,046 | $904.3M | 13.54% | |
| 226 | BDXBECTON DICKINSON & CO | 3,708 | $841.2M | 12.60% | |
| 227 | EEMISHARES TR | 19,987 | $835.9M | 12.52% | |
| 228 | GLWCORNING INC | 17,248 | $819.6M | 12.28% | |
| 229 | ANETARISTA NETWORKS INC | 7,307 | $807.6M | 12.10% | |
| 230 | PRFINVESCO EXCHANGE TRADED FD T | 19,904 | $802.9M | 12.03% | |
| 231 | SPHSUBURBAN PROPANE PARTNERS L | 45,438 | $781.5M | 11.71% | |
| 232 | IWNISHARES TR | 4,749 | $779.6M | 11.68% | |
| 233 | LINLINDE PLC | 1,861 | $779.1M | 11.67% | |
| 234 | MSIMOTOROLA SOLUTIONS INC | 1,680 | $776.5M | 11.63% | |
| 235 | GWWGRAINGER W W INC | 731 | $770.5M | 11.54% | |
| 236 | XBISPDR SER TR | 8,492 | $764.8M | 11.46% | |
| 237 | STESTERIS PLC | 3,696 | $759.8M | 11.38% | |
| 238 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 9,791 | $752.9M | 11.28% | |
| 239 | VRTXVERTEX PHARMACEUTICALS INC | 1,823 | $734.1M | 11.00% | |
| 240 | MCXMCCORMICK & CO INC | 9,598 | $731.8M | 10.96% | |
| 241 | MCOMOODYS CORP | 1,540 | $729.0M | 10.92% | |
| 242 | DDDUPONT DE NEMOURS INC | 9,555 | $728.6M | 10.91% | |
| 243 | DONSPDR DOW JONES INDL AVERAGE | 1,712 | $728.5M | 10.91% | |
| 244 | EDCONSOLIDATED EDISON INC | 8,040 | $717.4M | 10.75% | |
| 245 | PANWPALO ALTO NETWORKS INC | 3,888 | $707.5M | 10.60% | |
| 246 | VNQVANGUARD INDEX FDS | 7,826 | $697.1M | 10.44% | |
| 247 | IMXIINTERNATIONAL MNY EXPRESS IN | 33,158 | $690.7M | 10.35% | |
| 248 | COINCOINBASE GLOBAL INC | 2,770 | $687.8M | 10.30% | |
| 249 | PSAPUBLIC STORAGE OPER CO | 2,163 | $647.8M | 9.70% | |
| 250 | DHID R HORTON INC | 4,572 | $639.3M | 9.58% | |
| 251 | CITHE CIGNA GROUP | 2,280 | $629.6M | 9.43% | |
| 252 | INTUINTUIT | 1,001 | $629.1M | 9.42% | |
| 253 | VRSKVERISK ANALYTICS INC | 2,271 | $625.5M | 9.37% | |
| 254 | MOALTRIA GROUP INC | 11,956 | $625.2M | 9.36% | |
| 255 | DFAXDIMENSIONAL ETF TRUST | 25,000 | $621.5M | 9.31% | |
| 256 | GBDCGOLUB CAP BDC INC | 40,250 | $610.2M | 9.14% | |
| 257 | MSCIMSCI INC | 999 | $599.4M | 8.98% | |
| 258 | EFGISHARES TR | 5,877 | $569.1M | 8.52% | |
| 259 | A4SAMERIPRISE FINL INC | 1,065 | $567.0M | 8.49% | |
| 260 | IWOISHARES TR | 1,932 | $556.1M | 8.33% | |
| 261 | APOAPOLLO GLOBAL MGMT INC | 3,331 | $550.1M | 8.24% | |
| 262 | ABGCENCORA INC | 2,440 | $548.2M | 8.21% | |
| 263 | ISRGINTUITIVE SURGICAL INC | 1,049 | $547.5M | 8.20% | |
| 264 | TFCTRUIST FINL CORP | 12,603 | $546.7M | 8.19% | |
| 265 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,390 | $540.3M | 8.09% | |
| 266 | SLBSCHLUMBERGER LTD | 14,066 | $539.3M | 8.08% | |
| 267 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,334 | $537.0M | 8.04% | |
| 268 | AWCAMERICAN WTR WKS CO INC NEW | 4,300 | $535.3M | 8.02% | |
| 269 | RNRRENAISSANCERE HLDGS LTD | 2,067 | $514.3M | 7.70% | |
| 270 | VTVVANGUARD INDEX FDS | 3,025 | $512.1M | 7.67% | |
| 271 | VYMVANGUARD WHITEHALL FDS | 3,981 | $507.9M | 7.61% | |
| 272 | NSCNORFOLK SOUTHN CORP | 2,143 | $503.0M | 7.53% | |
| 273 | GISGENERAL MLS INC | 7,886 | $502.9M | 7.53% | |
| 274 | EXEEXPAND ENERGY CORPORATION | 5,035 | $501.2M | 7.51% | |
| 275 | AMRALPHA METALLURGICAL RESOUR I | 2,500 | $500.3M | 7.49% | |
| 276 | FQIDIGITAL RLTY TR INC | 2,792 | $495.1M | 7.42% | |
| 277 | CSXCSX CORP | 15,233 | $491.6M | 7.36% | |
| 278 | APDAIR PRODS & CHEMS INC | 1,685 | $488.7M | 7.32% | |
| 279 | TTTRANE TECHNOLOGIES PLC | 1,316 | $486.1M | 7.28% | |
| 280 | MLMMARTIN MARIETTA MATLS INC | 928 | $479.3M | 7.18% | |
| 281 | EVREVERCORE INC | 1,720 | $476.8M | 7.14% | |
| 282 | KLACKLA CORP | 752 | $473.9M | 7.10% | |
| 283 | SCHDSCHWAB STRATEGIC TR | 17,209 | $470.1M | 7.04% | |
| 284 | STTSTATE STR CORP | 4,770 | $468.2M | 7.01% | |
| 285 | GBTCGRAYSCALE BITCOIN TRUST ETF | 6,250 | $462.6M | 6.93% | |
| 286 | FNDASCHWAB STRATEGIC TR | 15,565 | $462.3M | 6.92% | |
| 287 | MUBISHARES TR | 4,334 | $461.8M | 6.92% | |
| 288 | BBYBEST BUY INC | 5,300 | $454.7M | 6.81% | |
| 289 | BALLBALL CORP | 8,183 | $451.1M | 6.76% | |
| 290 | PRMPERIMETER SOLUTIONS INC | 35,000 | $447.3M | 6.70% | |
| 291 | ANAUTONATION INC | 2,618 | $444.6M | 6.66% | |
| 292 | VGKVANGUARD INTL EQUITY INDEX F | 6,995 | $444.0M | 6.65% | |
| 293 | IWPISHARES TR | 3,499 | $443.5M | 6.64% | |
| 294 | WABWABTEC | 2,335 | $442.7M | 6.63% | |
| 295 | SHOPSHOPIFY INC | 4,145 | $440.7M | 6.60% | |
| 296 | CMECME GROUP INC | 1,892 | $439.4M | 6.58% | |
| 297 | WBSWEBSTER FINL CORP | 7,946 | $438.8M | 6.57% | |
| 298 | CMICUMMINS INC | 1,234 | $430.2M | 6.44% | |
| 299 | KVUEKENVUE INC | 19,456 | $415.4M | 6.22% | |
| 300 | EXPEEXPEDIA GROUP INC | 2,207 | $411.2M | 6.16% |