Evercore Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Evercore Wealth Management, LLC reported 417 stock positions worth $6.7 billion. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Nvidia (NVDA, 4.4%). Compared with Q2 2024, it opened 24 new positions, sold out of 16, added to 49 and reduced 203. The biggest buy was Wisdomtree Japan Hedged Eq (DXJ, shares +936%) and the biggest sale an exit from Pool (POOL).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $6.7B (Q3 2024)
- SEC Filing
- 0001172661-24-004741 ↗ filed Nov 14, 2024
Holdings Value
Holdings 417 stocks · $6.7B
| AAPL Apple Inc. | 6.17% | 1,764,354 | $411.1M | Reduce -0.9% |
| MSFT Microsoft Corp. | 5.64% | 873,738 | $376.0M | Reduce -1.9% |
| NVDA Nvidia Corp. | 4.38% | 2,402,783 | $291.8M | Add +0.6% |
| AMZN Amazon.com Inc. | 3.41% | 1,221,789 | $227.7M | Add +1.3% |
| BX Blackstone Inc. | 3.38% | 1,471,931 | $225.4M | Reduce -5.8% |
| MA Mastercard Inc. Class A | 3.25% | 438,811 | $216.7M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 3.05% | 347,677 | $203.3M | Reduce -1.3% |
| HD Home Depot Inc. | 2.84% | 467,966 | $189.6M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 2.77% | 298,994 | $184.9M | Reduce -1.1% |
| AZO AutoZone Inc. | 2.74% | 57,891 | $182.4M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 2.58% | 1,030,813 | $172.3M | Reduce -1.3% |
| BLDR Builders Firstsource Inc. | 2.43% | 836,985 | $162.3M | Reduce -4.0% |
| CBRE CBRE Group Inc. Class A | 2.20% | 1,178,894 | $146.7M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 2.08% | 656,148 | $138.4M | Reduce -1.1% |
| ACN Accenture PLC Class A | 2.07% | 390,598 | $138.1M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 2.02% | 813,654 | $134.9M | Reduce -1.4% |
| MS Morgan Stanley | 2.01% | 1,282,786 | $133.7M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.96% | 283,316 | $130.4M | Reduce -1.6% |
| CB Chubb Ltd. | 1.95% | 450,931 | $130.0M | Reduce -1.2% |
| WMB Williams Cos Inc. | 1.91% | 2,782,978 | $127.0M | Reduce -2.0% |
| CDW CDW Corp. | 1.82% | 536,117 | $121.3M | Reduce -0.8% |
| ADBE Adobe Inc. | 1.81% | 233,630 | $121.0M | Add +1.6% |
| BLK BlackRock Finance Inc. | 1.65% | 116,075 | $110.2M | Add +3.2% |
| AMT American Tower Corp. | 1.57% | 448,770 | $104.4M | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.54% | 875,809 | $102.9M | Reduce -7.3% |
| COST Costco Wholesale Corp. | 1.54% | 115,799 | $102.7M | Reduce -3.5% |
| CROX Crocs Inc. | 1.47% | 678,379 | $98.2M | Add +7.3% |
| MCD McDonald's Corp. | 1.44% | 315,167 | $96.0M | Reduce -4.1% |
| STZ Constellation Brands Inc. Class A | 1.39% | 359,517 | $92.6M | Add +4.3% |
| CE Celanese Corp. | 1.38% | 674,702 | $91.7M | Reduce -1.0% |
| ABT Abbott Laboratories | 1.34% | 785,229 | $89.5M | Reduce -5.0% |
| DLN Wisdomtree US Largecap Divid | 1.33% | 1,130,531 | $88.8M | Add +0.0% |
| EOG EOG Resources Inc. | 1.14% | 617,454 | $75.9M | Add +1.4% |
| ANSS Ansys Inc. | 1.09% | 227,934 | $72.6M | Add +5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.03% | 120,212 | $69.0M | Reduce -1.1% |
| GNRC Generac Holdings Inc. | 0.98% | 412,357 | $65.5M | Add +5.0% |
| CVX Chevron Corp. | 0.77% | 348,021 | $51.3M | Reduce -4.4% |
| BWA Borgwarner Inc. | 0.66% | 1,218,499 | $44.2M | Reduce -2.8% |
| SHW The Sherwin-Williams Co. | 0.61% | 105,878 | $40.4M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 0.59% | 68,616 | $39.6M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.50% | 37,266 | $33.0M | Reduce -8.0% |
| IAU iShares Gold Trust | 0.49% | 653,360 | $32.5M | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.47% | 195,098 | $31.6M | Reduce -2.2% |
| ROP Roper Technologies Inc. | 0.45% | 53,328 | $29.7M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.44% | 56,078 | $29.6M | Add +2.4% |
| ARCC Ares Capital Corp. | 0.32% | 1,034,520 | $21.7M | Add +150.6% |
| IWF iShares Russell 1000 Growth | 0.31% | 55,527 | $20.8M | Reduce -4.3% |
| DXJ Wisdomtree Japan Hedged Eq | 0.30% | 191,583 | $20.3M | Add +936.1% |
| PEP Pepsico Inc. | 0.29% | 115,026 | $19.6M | Reduce -3.2% |
| GLD SPDR Gold Shares | 0.29% | 79,618 | $19.4M | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.26% | 88,185 | $17.4M | Reduce -1.8% |
| ADP Automatic Data Processing | 0.25% | 60,935 | $16.9M | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 0.24% | 190,633 | $15.9M | Reduce -6.3% |
| PG The Procter & Gamble Co. | 0.20% | 76,681 | $13.3M | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.19% | 149,035 | $12.6M | Add +1.1% |
| KO The Coca-Cola Co. | 0.18% | 168,297 | $12.1M | Reduce -10.1% |
| MRK Merck & Co. Inc. | 0.18% | 104,700 | $11.9M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 53,043 | $11.7M | Add +4.5% |
| SYK Stryker Corp. | 0.18% | 32,355 | $11.7M | Add +2.5% |
| AMAT Applied Materials Inc. | 0.17% | 56,359 | $11.4M | Reduce -1.6% |
| SCHW Schwab (charles) Corp. | 0.17% | 175,354 | $11.4M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 0.17% | 210,051 | $11.2M | Reduce -7.7% |
| TXN Texas Instruments Inc. | 0.17% | 53,746 | $11.1M | Reduce -4.3% |
| ORCL Oracle Corp. | 0.17% | 64,946 | $11.1M | Reduce -2.2% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 176,793 | $11.0M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 206,455 | $10.9M | Reduce -1.6% |
| NKE Nike Inc. Class B | 0.16% | 119,398 | $10.6M | Reduce -80.1% |
| V Visa Inc. Class A | 0.16% | 38,308 | $10.5M | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.16% | 88,689 | $10.4M | Reduce -2.0% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 57,489 | $10.3M | Add +3.8% |
| XLK SS Technology Select Sector | 0.14% | 42,073 | $9.5M | Reduce -1.3% |
| XLV SS Health Care Select Sector | 0.14% | 61,530 | $9.5M | Reduce -1.6% |
| MDY State Street SPDR S&P Midcap | 0.14% | 16,578 | $9.4M | Reduce -0.9% |
| LOW Lowe's Cos Inc. | 0.14% | 34,770 | $9.4M | Reduce -0.8% |
| TSLA Tesla Inc. | 0.14% | 35,867 | $9.4M | Reduce -11.0% |
| MCK McKesson Corp. | 0.14% | 18,938 | $9.4M | Reduce -11.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 13 | $9.0M | Add +8.3% |
| IWM iShares Russell 2000 ETF | 0.13% | 38,330 | $8.5M | Reduce -16.7% |
| RTX RTX Corp. | 0.13% | 69,433 | $8.4M | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.12% | 47,820 | $8.2M | Add +1.1% |
| CHKP Check Point Software Tech | 0.11% | 39,626 | $7.6M | No change |
| CRM Salesforce Inc. | 0.11% | 27,020 | $7.4M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.11% | 27,050 | $7.1M | Reduce -0.1% |
| DHR Danaher Corp. | 0.10% | 25,028 | $7.0M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.10% | 27,853 | $6.9M | Reduce -0.1% |
| WMT Walmart Inc. | 0.10% | 84,557 | $6.8M | Add +0.6% |
| AMGN Amgen Inc. | 0.10% | 19,923 | $6.4M | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 26,833 | $6.4M | No change |
| EPD Enterprise Products Partners | 0.10% | 218,193 | $6.4M | Reduce -0.4% |
| UPS United Parcel Service Class B | 0.09% | 45,237 | $6.2M | Reduce -22.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 86,817 | $5.5M | Reduce -5.7% |
| ECL Ecolab Inc. | 0.08% | 21,041 | $5.4M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 18,208 | $5.2M | Add +0.0% |
| RPM RPM International Inc. | 0.08% | 42,550 | $5.1M | No change |
| IVW iShares S&P 500 Growth ETF | 0.08% | 53,022 | $5.1M | Reduce -2.6% |
| PFE Pfizer Inc. | 0.08% | 173,383 | $5.0M | Reduce -12.0% |
| MPLX MPLX LP | 0.07% | 112,053 | $5.0M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 10,135 | $4.9M | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.07% | 15,516 | $4.9M | Reduce -70.7% |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 100,873 | $4.8M | Reduce -14.3% |
Portfolio Sells Q2 2024 → Q3 2024
| POOL Pool Corp. | Sold out | 0.00% | −0.68 |
| MSFT Microsoft Corp. | Reduce -1.9% | 5.64% | −0.62 |
| NKE Nike Inc. Class B | Reduce -80.1% | 0.16% | −0.55 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 2.58% | −0.43 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 2.02% | −0.34 |
| IWB iShares Russell 1000 ETF | Reduce -70.7% | 0.07% | −0.17 |
| CVX Chevron Corp. | Reduce -4.4% | 0.77% | −0.13 |
| TJX TJX Companies Inc. | Reduce -7.3% | 1.54% | −0.09 |
| CDW CDW Corp. | Reduce -0.8% | 1.82% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -8.0% | 0.50% | −0.08 |
| CE Celanese Corp. | Reduce -1.0% | 1.38% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -3.5% | 1.54% | −0.07 |
| MCK McKesson Corp. | Reduce -11.4% | 0.14% | −0.06 |
| AMAT Applied Materials Inc. | Reduce -1.6% | 0.17% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -2.3% | 0.17% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 2.08% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -1.1% | 0.45% | −0.03 |
| UPS United Parcel Service Class B | Reduce -22.4% | 0.09% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -67.3% | 0.02% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 0.18% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -38.5% | 0.04% | −0.02 |
| INTC Intel Corp. | Reduce -19.8% | 0.03% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -4.3% | 0.31% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -16.7% | 0.13% | −0.02 |
| PEP Pepsico Inc. | Reduce -3.2% | 0.29% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -2.2% | 0.06% | −0.01 |
| CVS CVS Health Corp. | Reduce -33.8% | 0.03% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -52.8% | 0.01% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -6.3% | 0.24% | −0.01 |
| PFE Pfizer Inc. | Reduce -12.0% | 0.08% | −0.01 |
| RPG Invesco S&P 500 Pure Growth | Sold out | 0.00% | −0.01 |
| XLK SS Technology Select Sector | Reduce -1.3% | 0.14% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -14.3% | 0.07% | −0.01 |
| ABT Abbott Laboratories | Reduce -5.0% | 1.34% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.0% | 0.16% | −0.01 |
| DIS The Walt Disney Co. | Reduce -3.2% | 0.06% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.8% | 0.06% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -2.9% | 0.06% | −0.01 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.01 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -1.7% | 0.03% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -13.3% | 0.07% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 1.03% | −0.01 |
| KO The Coca-Cola Co. | Reduce -10.1% | 0.18% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -39.9% | 0.01% | −0.01 |
| TGT Target Corp. | Reduce -15.6% | 0.03% | −0.01 |
| FDX FedEx Corp. | Reduce -43.3% | 0.01% | −0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| DXJ Wisdomtree Japan Hedged Eq | Add +936.1% | 0.30% | +0.27 |
| BLK BlackRock Finance Inc. | Add +3.2% | 1.65% | +0.26 |
| ARCC Ares Capital Corp. | Add +150.6% | 0.32% | +0.19 |
| GNRC Generac Holdings Inc. | Add +5.0% | 0.98% | +0.17 |
| DLN Wisdomtree US Largecap Divid | Add +0.0% | 1.33% | +0.04 |
| IBM Intl Business Machines Corp. | Add +4.5% | 0.18% | +0.04 |
| GTLS Chart Industries Inc. | Add +131.3% | 0.06% | +0.03 |
| NEE Nextera Energy Inc. | Add +1.1% | 0.19% | +0.02 |
| CROX Crocs Inc. | Add +7.3% | 1.47% | +0.02 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +8.3% | 0.13% | +0.02 |
| CRL Charles River Laboratories | New | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 0.44% | +0.01 |
| WMT Walmart Inc. | Add +0.6% | 0.10% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +3.8% | 0.15% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 0.59% | +0.01 |
| GDX Vaneck Gold Miners ETF | New | 0.01% | +0.01 |
| SYK Stryker Corp. | Add +2.5% | 0.18% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Add +2.7% | 0.06% | +0.01 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.00% | +0.00 |
| CEG Constellation Energy | New | 0.00% | +0.00 |
| SIVR Abrdn Physical Silver Shares | New | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +1.1% | 0.12% | +0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.00% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Add +8.2% | 0.01% | +0.00 |
| NVR NVR Inc. | New | 0.00% | +0.00 |
| BIP Brookfield Infrastructure Pa | New | 0.00% | +0.00 |
| NOC Northrop Grumman Corp. | New | 0.00% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.2% | 0.04% | +0.00 |
| COLB Columbia Banking System Inc. | New | 0.00% | +0.00 |
| PNC PNC Financial Services Group | Add +3.4% | 0.02% | +0.00 |
| SOLV Solventum Corp. | New | 0.00% | +0.00 |
| ACU Acme United Corp. | New | 0.00% | +0.00 |
| CTAS Cintas Corp. | New | 0.00% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +75.7% | 0.01% | +0.00 |
| MET Metlife Inc. | New | 0.00% | +0.00 |
| MDT Medtronic PLC | Add +0.6% | 0.04% | +0.00 |
| KNCT Invesco Next Gen Connectivit | New | 0.00% | +0.00 |
| AGG iShares Core U.S. Aggregate | New | 0.00% | +0.00 |
| KR Kroger Co. | New | 0.00% | +0.00 |
| XLRE SS Real Estate Select Sector | New | 0.00% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.00% | +0.00 |
| SW Smurfit Westrock PLC | New | 0.00% | +0.00 |
| PZA Invesco National Amt-Free Mu | New | 0.00% | +0.00 |
| SCHM Schwab US Mid Cap ETF | New | 0.00% | +0.00 |
| XLF SS Financial Select Sector | Add +0.0% | 0.05% | +0.00 |
| EQIX Equinix Inc. | Add +0.5% | 0.02% | +0.00 |
| BBY Best Buy Co. Inc. | Add +11.1% | 0.01% | +0.00 |
| CTSH Cognizant Tech Solutions-A | Add +5.3% | 0.01% | +0.00 |
| GOVT iShares US Treasury Bond ETF | Add +40.0% | 0.00% | +0.00 |
Notes & Other Activity Q2 2024 → Q3 2024
| NNAGR 99 Acquisition Group -RTS | RIGHT 08/25/2028 | Sold out | 10,300 | $3Kbefore exit |
| NNAGW 99 Acquisition Group in-C-28 | *W EXP 08/25/202 | Sold out | 10,300 | $340before 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 |