Evercore Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Evercore Wealth Management, LLC reported 408 stock positions worth $6.4 billion. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Apple (AAPL, 5.9%) and Nvidia (NVDA, 4.6%). Compared with Q1 2024, it opened 14 new positions, sold out of 26, added to 50 and reduced 213. The biggest buy was Unitedhealth (UNH, shares +3%) and the biggest sale Celanese (CE, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $6.4B (Q2 2024)
- SEC Filing
- 0001172661-24-003422 ↗ filed Aug 14, 2024
Holdings Value
Holdings 408 stocks · $6.4B
| MSFT Microsoft Corp. | 6.26% | 890,240 | $397.9M | Reduce -1.6% |
| AAPL Apple Inc. | 5.90% | 1,780,124 | $374.9M | Reduce -1.5% |
| NVDA Nvidia Corp. | 4.65% | 2,388,900 | $295.1M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.67% | 1,206,181 | $233.1M | Reduce -1.2% |
| MA Mastercard Inc. Class A | 3.08% | 443,152 | $195.5M | Reduce -1.2% |
| BX Blackstone Inc. | 3.04% | 1,562,173 | $193.4M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 3.01% | 1,044,198 | $191.5M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 2.82% | 352,108 | $179.3M | Add +2.9% |
| AZO AutoZone Inc. | 2.72% | 58,337 | $172.9M | Reduce -0.4% |
| TMO Thermo Fisher Scientific Inc. | 2.63% | 302,327 | $167.2M | Reduce -1.1% |
| HD Home Depot Inc. | 2.57% | 473,884 | $163.1M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 2.37% | 825,264 | $150.3M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 2.11% | 663,615 | $134.2M | Add +5.3% |
| ADBE Adobe Inc. | 2.01% | 229,928 | $127.7M | Reduce -0.5% |
| MS Morgan Stanley | 1.98% | 1,292,178 | $125.6M | Reduce -0.5% |
| CDW CDW Corp. | 1.90% | 540,415 | $121.0M | Reduce -0.2% |
| WMB Williams Cos Inc. | 1.90% | 2,840,320 | $120.7M | Reduce -0.6% |
| BLDR Builders Firstsource Inc. | 1.90% | 871,875 | $120.7M | Add +0.7% |
| ACN Accenture PLC Class A | 1.89% | 395,676 | $120.1M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.84% | 288,078 | $117.2M | Reduce -1.1% |
| CB Chubb Ltd. | 1.83% | 456,467 | $116.4M | Add +0.1% |
| CBRE CBRE Group Inc. Class A | 1.68% | 1,198,105 | $106.8M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.64% | 944,671 | $104.0M | Add +0.6% |
| COST Costco Wholesale Corp. | 1.61% | 120,014 | $102.0M | Reduce -2.9% |
| CROX Crocs Inc. | 1.45% | 632,452 | $92.3M | Add +1.4% |
| CE Celanese Corp. | 1.45% | 681,480 | $91.9M | Reduce -1.1% |
| AMT American Tower Corp. | 1.40% | 458,535 | $89.1M | Reduce -6.9% |
| STZ Constellation Brands Inc. Class A | 1.40% | 344,823 | $88.7M | Reduce -0.1% |
| BLK BlackRock Finance Inc. | 1.39% | 112,437 | $88.5M | Reduce -0.8% |
| ABT Abbott Laboratories | 1.35% | 826,144 | $85.8M | Reduce -2.6% |
| MCD McDonald's Corp. | 1.32% | 328,781 | $83.8M | Reduce -1.0% |
| DLN Wisdomtree US Largecap Divid | 1.29% | 1,130,141 | $82.2M | Add +0.7% |
| EOG EOG Resources Inc. | 1.21% | 608,719 | $76.6M | Add +2.8% |
| ANSS Ansys Inc. | 1.10% | 217,067 | $69.8M | Reduce -1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.04% | 121,525 | $66.1M | Reduce -11.0% |
| CVX Chevron Corp. | 0.90% | 364,105 | $57.0M | Reduce -0.1% |
| GNRC Generac Holdings Inc. | 0.82% | 392,875 | $51.9M | Add +1.0% |
| NKE Nike Inc. Class B | 0.71% | 598,896 | $45.1M | Reduce -5.6% |
| POOL Pool Corp. | 0.68% | 139,945 | $43.0M | Add +0.0% |
| BWA Borgwarner Inc. | 0.64% | 1,253,627 | $40.4M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.59% | 68,058 | $37.2M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 0.58% | 40,486 | $36.7M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.51% | 107,740 | $32.2M | Reduce -0.9% |
| ROP Roper Technologies Inc. | 0.48% | 53,901 | $30.4M | Reduce -3.0% |
| IAU iShares Gold Trust | 0.47% | 672,743 | $29.6M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.46% | 199,514 | $29.2M | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 0.43% | 54,741 | $27.4M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.33% | 57,999 | $21.1M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.31% | 118,815 | $19.6M | Reduce -1.0% |
| GLD SPDR Gold Shares | 0.27% | 80,776 | $17.4M | Reduce -1.5% |
| EFA iShares MSCI Eafe ETF | 0.25% | 203,534 | $15.9M | Reduce -2.5% |
| IWB iShares Russell 1000 ETF | 0.25% | 52,997 | $15.8M | No change |
| ABBV Abbvie Inc. | 0.24% | 89,838 | $15.4M | Reduce -0.4% |
| ADP Automatic Data Processing | 0.23% | 61,165 | $14.6M | Reduce -0.4% |
| AMAT Applied Materials Inc. | 0.21% | 57,284 | $13.5M | Reduce -7.7% |
| SCHW Schwab (charles) Corp. | 0.21% | 179,439 | $13.2M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.21% | 106,133 | $13.1M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.20% | 77,516 | $12.8M | Reduce -0.5% |
| MCK McKesson Corp. | 0.20% | 21,368 | $12.5M | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.19% | 187,210 | $11.9M | Add +0.3% |
| TXN Texas Instruments Inc. | 0.17% | 56,143 | $10.9M | Reduce -14.5% |
| CSCO Cisco Systems Inc. | 0.17% | 227,459 | $10.8M | Reduce -4.7% |
| SYK Stryker Corp. | 0.17% | 31,555 | $10.7M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 179,468 | $10.5M | Reduce -3.8% |
| NEE Nextera Energy Inc. | 0.16% | 147,439 | $10.4M | Add +32.4% |
| XOM Exxon Mobil Corp. | 0.16% | 90,548 | $10.4M | Reduce -0.1% |
| V Visa Inc. Class A | 0.16% | 39,582 | $10.4M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 209,805 | $10.4M | Add +4.9% |
| XLK SS Technology Select Sector | 0.15% | 42,618 | $9.6M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.15% | 66,383 | $9.4M | Reduce -1.7% |
| IWM iShares Russell 2000 ETF | 0.15% | 46,020 | $9.3M | Add +0.4% |
| XLV SS Health Care Select Sector | 0.14% | 62,561 | $9.1M | Reduce -3.3% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 55,389 | $9.1M | Add +9.0% |
| MDY State Street SPDR S&P Midcap | 0.14% | 16,726 | $8.9M | Reduce -8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 50,734 | $8.8M | Add +4.0% |
| ARCC Ares Capital Corp. | 0.14% | 412,827 | $8.6M | No change |
| TSLA Tesla Inc. | 0.13% | 40,317 | $8.0M | Reduce -6.9% |
| UPS United Parcel Service Class B | 0.13% | 58,278 | $8.0M | Reduce -3.8% |
| LOW Lowe's Cos Inc. | 0.12% | 35,047 | $7.7M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.12% | 4,729 | $7.6M | Reduce -8.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 12 | $7.3M | Add +9.1% |
| RTX RTX Corp. | 0.11% | 70,092 | $7.0M | Reduce -1.1% |
| CRM Salesforce Inc. | 0.11% | 27,137 | $7.0M | Add +0.5% |
| CHKP Check Point Software Tech | 0.10% | 39,626 | $6.5M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.10% | 27,075 | $6.4M | Reduce -1.7% |
| EPD Enterprise Products Partners | 0.10% | 219,133 | $6.4M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.10% | 27,873 | $6.3M | Reduce -2.8% |
| DHR Danaher Corp. | 0.10% | 25,076 | $6.3M | Reduce -0.9% |
| AMGN Amgen Inc. | 0.10% | 19,915 | $6.2M | Reduce -1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 26,833 | $5.9M | Reduce -2.9% |
| WMT Walmart Inc. | 0.09% | 84,029 | $5.7M | Add +1.9% |
| PFE Pfizer Inc. | 0.09% | 197,038 | $5.5M | Reduce -4.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 92,046 | $5.4M | Reduce -10.0% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 117,701 | $5.2M | Add +10.7% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 54,429 | $5.0M | Reduce -0.4% |
| ECL Ecolab Inc. | 0.08% | 21,151 | $5.0M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 10,208 | $4.9M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 18,207 | $4.9M | Reduce -1.8% |
| CHD Church & Dwight Co. Inc. | 0.08% | 46,808 | $4.9M | Reduce -5.0% |
| MPLX MPLX LP | 0.08% | 112,781 | $4.8M | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $3K (not counted above)
Total filed on the 13F, all lines: $6.4B.
Portfolio Sells Q1 2024 → Q2 2024
| CE Celanese Corp. | Reduce -1.1% | 1.45% | −0.41 |
| MA Mastercard Inc. Class A | Reduce -1.2% | 3.08% | −0.31 |
| HD Home Depot Inc. | Reduce -0.6% | 2.57% | −0.30 |
| ACN Accenture PLC Class A | Reduce -0.6% | 1.89% | −0.27 |
| CDW CDW Corp. | Reduce -0.2% | 1.90% | −0.27 |
| BX Blackstone Inc. | Reduce -1.8% | 3.04% | −0.23 |
| NKE Nike Inc. Class B | Reduce -5.6% | 0.71% | −0.22 |
| AZO AutoZone Inc. | Reduce -0.4% | 2.72% | −0.17 |
| ABT Abbott Laboratories | Reduce -2.6% | 1.35% | −0.16 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.1% | 2.63% | −0.15 |
| CBRE CBRE Group Inc. Class A | Reduce -0.2% | 1.68% | −0.15 |
| MCD McDonald's Corp. | Reduce -1.0% | 1.32% | −0.15 |
| AMT American Tower Corp. | Reduce -6.9% | 1.40% | −0.12 |
| ANSS Ansys Inc. | Reduce -1.7% | 1.10% | −0.10 |
| BLK BlackRock Finance Inc. | Reduce -0.8% | 1.39% | −0.09 |
| SHW The Sherwin-Williams Co. | Reduce -0.9% | 0.51% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.0% | 1.04% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 1.84% | −0.08 |
| STZ Constellation Brands Inc. Class A | Reduce -0.1% | 1.40% | −0.07 |
| BWA Borgwarner Inc. | Reduce -2.1% | 0.64% | −0.06 |
| JNJ Johnson & Johnson | Reduce -2.6% | 0.46% | −0.05 |
| GTLS Chart Industries Inc. | Reduce -49.6% | 0.03% | −0.04 |
| INTC Intel Corp. | Reduce -5.3% | 0.05% | −0.03 |
| DIS The Walt Disney Co. | Reduce -4.9% | 0.07% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.0% | 0.31% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 0.12% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -8.8% | 0.14% | −0.02 |
| SBUX Starbucks Corp. | Reduce -15.0% | 0.05% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -23.6% | 0.03% | −0.02 |
| CVS CVS Health Corp. | Reduce -5.3% | 0.04% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -4.7% | 0.17% | −0.02 |
| UPS United Parcel Service Class B | Reduce -3.8% | 0.13% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.24% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 0.21% | −0.01 |
| ITW Illinois Tool Works | Reduce -1.7% | 0.10% | −0.01 |
| JBL Jabil Inc. | Reduce -0.1% | 0.06% | −0.01 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.01 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Reduce -1.8% | 0.16% | −0.01 |
| BA The Boeing Co. | Reduce -24.0% | 0.03% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.8% | 0.17% | −0.01 |
| UNP Union Pacific Corp. | Reduce -2.8% | 0.10% | −0.01 |
| ADP Automatic Data Processing | Reduce -0.4% | 0.23% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -2.5% | 0.25% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -3.0% | 0.48% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -10.0% | 0.09% | −0.01 |
| SYK Stryker Corp. | Reduce -0.3% | 0.17% | −0.01 |
| TGT Target Corp. | Reduce -1.2% | 0.04% | −0.01 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -14.5% | 0.17% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| UNH Unitedhealth Group Inc. | Add +2.9% | 2.82% | +0.17 |
| TJX TJX Companies Inc. | Add +0.6% | 1.64% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +5.3% | 2.11% | +0.13 |
| NEE Nextera Energy Inc. | Add +32.4% | 0.16% | +0.05 |
| GNRC Generac Holdings Inc. | Add +1.0% | 0.82% | +0.05 |
| CROX Crocs Inc. | Add +1.4% | 1.45% | +0.05 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.03% | +0.03 |
| DLN Wisdomtree US Largecap Divid | Add +0.7% | 1.29% | +0.02 |
| EOG EOG Resources Inc. | Add +2.8% | 1.21% | +0.02 |
| WMT Walmart Inc. | Add +1.9% | 0.09% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +10.7% | 0.08% | +0.01 |
| AMR Alpha Metallurgical Resource | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +0.3% | 0.19% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +9.0% | 0.14% | +0.01 |
| SCHO Schwab Short-Term US Treas | New | 0.01% | +0.01 |
| SMH Vaneck Semiconductor ETF | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +7.5% | 0.06% | +0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +9.1% | 0.12% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +4.9% | 0.16% | +0.01 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.01% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +33.0% | 0.02% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +13.8% | 0.03% | +0.00 |
| UBER Uber Technologies Inc. | New | 0.00% | +0.00 |
| GLDM SPDR Gold Minishares Trust | Add +3.6% | 0.05% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | New | 0.00% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +8.6% | 0.07% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +18.1% | 0.02% | +0.00 |
| HALO Halozyme Therapeutics Inc. | New | 0.00% | +0.00 |
| EPI Wisdomtree India Earnings | New | 0.00% | +0.00 |
| GOVT iShares US Treasury Bond ETF | New | 0.00% | +0.00 |
| WLY Wiley (john) & Sons Class A | New | 0.00% | +0.00 |
| HON Honeywell International Inc. | Add +0.4% | 0.07% | +0.00 |
| SOFI Sofi Technologies Inc. | Add +230.4% | 0.00% | +0.00 |
| LEGT Legato Merger Corp. III | New | 0.00% | +0.00 |
| AMD Advanced Micro Devices | Add +21.3% | 0.02% | +0.00 |
| SNPS Synopsys Inc. | Add +42.3% | 0.01% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.9% | 0.06% | +0.00 |
| C Citigroup Inc. | Add +31.6% | 0.01% | +0.00 |
| FDX FedEx Corp. | Add +6.6% | 0.01% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +1.5% | 0.02% | +0.00 |
| DLR Digital Realty Trust Inc. | Add +4.8% | 0.01% | +0.00 |
| MCRB Seres Therapeutics Inc. | New | 0.00% | +0.00 |
| AEP American Electric Power | Add +0.3% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +1.8% | 0.01% | +0.00 |
| TFC Truist Financial Corp. | Add +2.1% | 0.01% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.8% | 0.01% | +0.00 |
| ANSC Agriculture & Natural Soluti | Add +2.2% | 0.00% | +0.00 |
| A Agilent Technologies Inc. | Add +12.2% | 0.00% | 0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +1.7% | 0.01% | 0.00 |
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 |