Evercore Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Evercore Wealth Management, LLC reported 419 stock positions worth $6.4 billion. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Apple (AAPL, 4.9%) and Amazon.com (AMZN, 3.5%). Compared with Q4 2023, it opened 19 new positions, sold out of 29, added to 78 and reduced 229. The biggest buy was Crocs (CROX, shares +4%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $6.4B (Q1 2024)
- SEC Filing
- 0001172661-24-002359 ↗ filed May 15, 2024
Holdings Value
Holdings 419 stocks · $6.4B
| MSFT Microsoft Corp. | 5.97% | 905,091 | $380.8M | Reduce -0.6% |
| AAPL Apple Inc. | 4.86% | 1,806,901 | $309.8M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 3.45% | 1,220,815 | $220.2M | Reduce -1.7% |
| NVDA Nvidia Corp. | 3.41% | 240,622 | $217.4M | Reduce -7.3% |
| MA Mastercard Inc. Class A | 3.39% | 448,663 | $216.1M | Reduce -0.4% |
| BX Blackstone Inc. | 3.27% | 1,590,016 | $208.9M | Reduce -0.1% |
| AZO AutoZone Inc. | 2.89% | 58,555 | $184.5M | Add +0.6% |
| HD Home Depot Inc. | 2.87% | 476,791 | $182.9M | Add +0.4% |
| BLDR Builders Firstsource Inc. | 2.83% | 865,939 | $180.6M | Reduce -6.0% |
| TMO Thermo Fisher Scientific Inc. | 2.78% | 305,644 | $177.6M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 2.65% | 342,265 | $169.3M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 2.52% | 1,056,759 | $160.9M | Reduce -0.5% |
| CDW CDW Corp. | 2.17% | 541,353 | $138.5M | Add +0.7% |
| ACN Accenture PLC Class A | 2.16% | 398,159 | $138.0M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 1.98% | 630,397 | $126.3M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.98% | 836,210 | $126.2M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.92% | 291,436 | $122.6M | Reduce -0.8% |
| MS Morgan Stanley | 1.92% | 1,298,565 | $122.3M | Add +1.9% |
| CE Celanese Corp. | 1.86% | 688,762 | $118.4M | Reduce -2.0% |
| CB Chubb Ltd. | 1.85% | 456,052 | $118.2M | Add +0.7% |
| CBRE CBRE Group Inc. Class A | 1.83% | 1,200,498 | $116.7M | Reduce -0.2% |
| ADBE Adobe Inc. | 1.83% | 231,030 | $116.6M | Add +1.4% |
| WMB Williams Cos Inc. | 1.75% | 2,858,454 | $111.4M | Add +1.7% |
| AMT American Tower Corp. | 1.53% | 492,393 | $97.3M | Reduce -0.7% |
| ABT Abbott Laboratories | 1.51% | 848,174 | $96.4M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.49% | 939,470 | $95.3M | Add +1.6% |
| BLK BlackRock Finance Inc. | 1.48% | 113,371 | $94.5M | Reduce -0.1% |
| STZ Constellation Brands Inc. Class A | 1.47% | 345,263 | $93.8M | Add +1.9% |
| MCD McDonald's Corp. | 1.47% | 332,045 | $93.6M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 1.42% | 123,643 | $90.6M | Reduce -4.5% |
| CROX Crocs Inc. | 1.41% | 623,532 | $89.7M | Add +4.4% |
| DLN Wisdomtree US Largecap Divid | 1.27% | 1,121,943 | $81.0M | Add +4.5% |
| ANSS Ansys Inc. | 1.20% | 220,893 | $76.7M | Reduce -0.1% |
| EOG EOG Resources Inc. | 1.19% | 592,229 | $75.7M | Add +9.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.12% | 136,576 | $71.4M | Reduce -7.1% |
| NKE Nike Inc. Class B | 0.93% | 634,571 | $59.6M | Reduce -1.4% |
| CVX Chevron Corp. | 0.90% | 364,316 | $57.5M | Add +5.6% |
| POOL Pool Corp. | 0.89% | 139,931 | $56.5M | Add +2.0% |
| GNRC Generac Holdings Inc. | 0.77% | 389,055 | $49.1M | Add +5.8% |
| BWA Borgwarner Inc. | 0.70% | 1,281,221 | $44.5M | Add +0.5% |
| SHW The Sherwin-Williams Co. | 0.59% | 108,712 | $37.8M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.58% | 69,793 | $36.7M | Reduce -9.9% |
| JNJ Johnson & Johnson | 0.51% | 204,801 | $32.4M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.49% | 40,538 | $31.5M | Reduce -11.9% |
| ROP Roper Technologies Inc. | 0.49% | 55,570 | $31.2M | Reduce -3.4% |
| IAU iShares Gold Trust | 0.45% | 677,118 | $28.4M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.41% | 54,831 | $26.4M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.33% | 120,053 | $21.0M | Reduce -2.4% |
| IWF iShares Russell 1000 Growth | 0.31% | 58,608 | $19.8M | Reduce -7.7% |
| GLD SPDR Gold Shares | 0.26% | 82,035 | $16.9M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.26% | 208,868 | $16.7M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.26% | 90,210 | $16.4M | Reduce -2.3% |
| ADP Automatic Data Processing | 0.24% | 61,437 | $15.3M | Reduce -0.9% |
| IWB iShares Russell 1000 ETF | 0.24% | 52,997 | $15.3M | Reduce -0.0% |
| MRK Merck & Co. Inc. | 0.22% | 107,257 | $14.2M | Reduce -3.4% |
| SCHW Schwab (charles) Corp. | 0.20% | 179,583 | $13.0M | Reduce -21.8% |
| AMAT Applied Materials Inc. | 0.20% | 62,074 | $12.8M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.20% | 77,918 | $12.6M | Reduce -18.5% |
| CSCO Cisco Systems Inc. | 0.19% | 238,549 | $11.9M | Reduce -5.2% |
| MCK McKesson Corp. | 0.18% | 21,706 | $11.7M | Reduce -1.0% |
| TXN Texas Instruments Inc. | 0.18% | 65,674 | $11.4M | Reduce -46.0% |
| KO The Coca-Cola Co. | 0.18% | 186,556 | $11.4M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 186,473 | $11.3M | Reduce -7.7% |
| SYK Stryker Corp. | 0.18% | 31,639 | $11.3M | Add +2.4% |
| V Visa Inc. Class A | 0.18% | 40,299 | $11.2M | Reduce -4.9% |
| XOM Exxon Mobil Corp. | 0.17% | 90,601 | $10.5M | Reduce -0.0% |
| MDY State Street SPDR S&P Midcap | 0.16% | 18,333 | $10.2M | Reduce -8.6% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 200,061 | $10.0M | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 0.15% | 45,819 | $9.6M | Reduce -1.1% |
| XLV SS Health Care Select Sector | 0.15% | 64,672 | $9.6M | Add +1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 48,786 | $9.3M | Add +2.8% |
| LOW Lowe's Cos Inc. | 0.14% | 35,593 | $9.1M | Reduce -1.6% |
| UPS United Parcel Service Class B | 0.14% | 60,606 | $9.0M | Reduce -3.8% |
| XLK SS Technology Select Sector | 0.14% | 42,765 | $8.9M | Add +15.3% |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 50,799 | $8.6M | Add +142.4% |
| ARCC Ares Capital Corp. | 0.13% | 412,827 | $8.6M | Add +56.6% |
| ORCL Oracle Corp. | 0.13% | 67,549 | $8.5M | Reduce -0.5% |
| CRM Salesforce Inc. | 0.13% | 26,992 | $8.1M | Reduce -2.7% |
| TSLA Tesla Inc. | 0.12% | 43,320 | $7.6M | Add +8.3% |
| ITW Illinois Tool Works | 0.12% | 27,539 | $7.4M | Reduce -1.0% |
| NEE Nextera Energy Inc. | 0.11% | 111,350 | $7.1M | Add +64.7% |
| UNP Union Pacific Corp. | 0.11% | 28,674 | $7.1M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.11% | 11 | $7.0M | Reduce -15.4% |
| RTX RTX Corp. | 0.11% | 70,904 | $6.9M | Reduce -2.6% |
| AVGO Broadcom Inc. | 0.11% | 5,161 | $6.8M | Reduce -0.2% |
| CHKP Check Point Software Tech | 0.10% | 39,774 | $6.5M | Reduce -0.4% |
| EPD Enterprise Products Partners | 0.10% | 219,233 | $6.4M | Reduce -8.0% |
| DHR Danaher Corp. | 0.10% | 25,314 | $6.3M | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 27,638 | $6.3M | Reduce -3.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 102,261 | $6.0M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 48,271 | $5.9M | Reduce -3.8% |
| PFE Pfizer Inc. | 0.09% | 206,890 | $5.7M | Reduce -4.8% |
| AMGN Amgen Inc. | 0.09% | 20,117 | $5.7M | Reduce -2.3% |
| CHD Church & Dwight Co. Inc. | 0.08% | 49,248 | $5.1M | Reduce -4.7% |
| RPM RPM International Inc. | 0.08% | 42,550 | $5.1M | Reduce -12.7% |
| INTC Intel Corp. | 0.08% | 112,618 | $5.0M | Reduce -3.9% |
| WMT Walmart Inc. | 0.08% | 82,463 | $5.0M | No change |
| ECL Ecolab Inc. | 0.08% | 21,253 | $4.9M | Reduce -0.5% |
| JBL Jabil Inc. | 0.08% | 36,557 | $4.9M | Reduce -30.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 18,542 | $4.8M | Reduce -0.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2K (not counted above)
Total filed on the 13F, all lines: $6.4B.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.0% | 4.86% | −1.15 |
| AMT American Tower Corp. | Reduce -0.7% | 1.53% | −0.27 |
| NKE Nike Inc. Class B | Reduce -1.4% | 0.93% | −0.24 |
| BX Blackstone Inc. | Reduce -0.1% | 3.27% | −0.22 |
| MCD McDonald's Corp. | Reduce -0.2% | 1.47% | −0.19 |
| TXN Texas Instruments Inc. | Reduce -46.0% | 0.18% | −0.17 |
| ANSS Ansys Inc. | Reduce -0.1% | 1.20% | −0.14 |
| TDG Transdigm Group Inc. | Reduce -86.9% | 0.02% | −0.10 |
| BLK BlackRock Finance Inc. | Reduce -0.1% | 1.48% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -21.8% | 0.20% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.1% | 1.12% | −0.05 |
| BAC Bank of America Corp. | Reduce -53.6% | 0.05% | −0.05 |
| LBTYK Liberty Global Ltd. Class C | Sold out | 0.00% | −0.05 |
| CBRE CBRE Group Inc. Class A | Reduce -0.2% | 1.83% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -9.9% | 0.58% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.04 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.51% | −0.04 |
| XLE SS Energy Select Sector | Reduce -60.9% | 0.03% | −0.04 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -3.4% | 0.49% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -18.5% | 0.20% | −0.04 |
| JBL Jabil Inc. | Reduce -30.4% | 0.08% | −0.04 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -5.2% | 0.19% | −0.03 |
| UPS United Parcel Service Class B | Reduce -3.8% | 0.14% | −0.02 |
| INTC Intel Corp. | Reduce -3.9% | 0.08% | −0.02 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.33% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -15.3% | 0.07% | −0.02 |
| PFE Pfizer Inc. | Reduce -4.8% | 0.09% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -7.7% | 0.31% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -4.5% | 1.42% | −0.01 |
| RPM RPM International Inc. | Reduce -12.7% | 0.08% | −0.01 |
| SBUX Starbucks Corp. | Reduce -4.0% | 0.07% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -8.6% | 0.16% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.7% | 0.18% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -56.4% | 0.01% | −0.01 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Reduce -1.8% | 0.04% | −0.01 |
| AMGN Amgen Inc. | Reduce -2.3% | 0.09% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -17.0% | 0.04% | −0.01 |
| CVS CVS Health Corp. | Reduce -8.5% | 0.06% | −0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -15.4% | 0.11% | −0.01 |
| V Visa Inc. Class A | Reduce -4.9% | 0.18% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.8% | 0.11% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -2.2% | 0.26% | −0.01 |
| DUK Duke Energy Corp. | Reduce -10.0% | 0.04% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.1% | 0.06% | −0.01 |
| MMM 3M Co. | Reduce -18.0% | 0.02% | −0.01 |
| NET Cloudflare Inc. Class A | Reduce -18.2% | 0.06% | −0.01 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| CROX Crocs Inc. | Add +4.4% | 1.41% | +0.47 |
| AZO AutoZone Inc. | Add +0.6% | 2.89% | +0.37 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 1.98% | +0.20 |
| CB Chubb Ltd. | Add +0.7% | 1.85% | +0.14 |
| CDW CDW Corp. | Add +0.7% | 2.17% | +0.12 |
| HD Home Depot Inc. | Add +0.4% | 2.87% | +0.11 |
| WMB Williams Cos Inc. | Add +1.7% | 1.75% | +0.11 |
| STZ Constellation Brands Inc. Class A | Add +1.9% | 1.47% | +0.10 |
| EOG EOG Resources Inc. | Add +9.2% | 1.19% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +142.4% | 0.13% | +0.08 |
| DLN Wisdomtree US Largecap Divid | Add +4.5% | 1.27% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 2.78% | +0.07 |
| ARCC Ares Capital Corp. | Add +56.6% | 0.13% | +0.05 |
| NEE Nextera Energy Inc. | Add +64.7% | 0.11% | +0.04 |
| TJX TJX Companies Inc. | Add +1.6% | 1.49% | +0.04 |
| CVX Chevron Corp. | Add +5.6% | 0.90% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +0.4% | 0.59% | +0.03 |
| SYK Stryker Corp. | Add +2.4% | 0.18% | +0.02 |
| XLK SS Technology Select Sector | Add +15.3% | 0.14% | +0.02 |
| GTLS Chart Industries Inc. | Add +19.7% | 0.07% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.8% | 0.15% | +0.02 |
| PGR Progressive Corp. | Add +0.4% | 0.06% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +18.4% | 0.04% | +0.01 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.01% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +0.9% | 0.05% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +21.3% | 0.01% | +0.01 |
| MKL Markel Group Inc. | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| XLI SS Industrial Select Sector | Add +9.4% | 0.04% | +0.00 |
| XLV SS Health Care Select Sector | Add +1.7% | 0.15% | +0.00 |
| SNPS Synopsys Inc. | New | 0.00% | +0.00 |
| CMG Chipotle Mexican Grill Inc. | New | 0.00% | +0.00 |
| ALTM Arcadium Lithium PLC | New | 0.00% | +0.00 |
| HIG Hartford Insurance Group Inc. | New | 0.00% | +0.00 |
| SLG SL Green Realty Corp. | New | 0.00% | +0.00 |
| TTD Trade Desk Inc./the Class A | New | 0.00% | +0.00 |
| SPOT Spotify Technology SA | New | 0.00% | +0.00 |
| AVTR Avantor Inc. | New | 0.00% | +0.00 |
| XBI SS SPDR S&P Biotech ETF | Add +29.6% | 0.01% | +0.00 |
| XYL Xylem Inc. | New | 0.00% | +0.00 |
| COLOMBIER ACQUISITION CORP | New | 0.00% | +0.00 |
| DECK Deckers Outdoor Corp. | New | 0.00% | +0.00 |
| KR Kroger Co. | New | 0.00% | +0.00 |
| NVR NVR Inc. | New | 0.00% | +0.00 |
| WSM Williams-Sonoma Inc. | New | 0.00% | +0.00 |
| XAR SS SPDR S&P Aerospace Def | Add +23.1% | 0.02% | +0.00 |
| PH Parker Hannifin Corp. | Add +0.4% | 0.03% | +0.00 |
| ATR Aptargroup Inc. | Add +0.1% | 0.03% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +3.9% | 0.01% | +0.00 |
| ANSC Agriculture & Natural Soluti | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| KDKRW Ares Acquisition Corp. II-28 | *W EXP 99/99/999 | Sold out | 13,425 | $2Kbefore exit |
| PONO CAPITAL THREE INC-A-28 | *W EXP 01/11/202 | Sold out | 19,960 | $1Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 426 | $7.1B | NVDA, AAPL, MSFT, GOOG, AMZN |
| Q1 2026 | 412 | $6.4B | AAPL, NVDA, MSFT, GOOG, AMZN |
| Q4 2025 | 416 | $6.8B | AAPL, NVDA, MSFT, GOOG, AMZN |
| Q3 2025 | 413 | $6.8B | NVDA, MSFT, AAPL, AMZN, GOOG |
| Q2 2025 | 406 | $6.4B | MSFT, NVDA, AAPL, AMZN, MA |
| Q1 2025 | 411 | $6.2B | AAPL, MSFT, NVDA, MA, AMZN |
| Q4 2024 | 416 | $6.7B | AAPL, MSFT, NVDA, AMZN, BX |
| Q3 2024 | 417 | $6.7B | AAPL, MSFT, NVDA, AMZN, BX |
| Q2 2024 | 408 | $6.4B | MSFT, AAPL, NVDA, AMZN, MA |
| Q1 2024 | 419 | $6.4B | MSFT, AAPL, AMZN, NVDA, MA |