Evercore Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Evercore Wealth Management, LLC reported 416 stock positions worth $6.7 billion. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Nvidia (NVDA, 4.8%). Compared with Q3 2024, it opened 23 new positions, sold out of 24, added to 80 and reduced 150. The biggest buy was a new position in Fiserv (FISV) and the biggest sale Celanese (CE, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $6.7B (Q4 2024)
- SEC Filing
- 0001172661-25-000946 ↗ filed Feb 14, 2025
Holdings Value
Holdings 416 stocks · $6.7B
| AAPL Apple Inc. | 6.56% | 1,749,350 | $438.1M | Reduce -0.8% |
| MSFT Microsoft Corp. | 5.50% | 870,960 | $367.1M | Reduce -0.3% |
| NVDA Nvidia Corp. | 4.75% | 2,362,556 | $317.3M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 4.01% | 1,220,590 | $267.8M | Reduce -0.1% |
| BX Blackstone Inc. | 3.61% | 1,399,444 | $241.3M | Reduce -4.9% |
| MA Mastercard Inc. Class A | 3.45% | 436,895 | $230.1M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 2.92% | 1,023,871 | $195.0M | Reduce -0.7% |
| AZO AutoZone Inc. | 2.76% | 57,512 | $184.2M | Reduce -0.7% |
| HD Home Depot Inc. | 2.73% | 467,793 | $182.0M | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 2.61% | 344,650 | $174.3M | Reduce -0.9% |
| MS Morgan Stanley | 2.40% | 1,274,422 | $160.2M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.34% | 650,873 | $156.0M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 2.32% | 819,701 | $155.2M | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 2.32% | 298,083 | $155.1M | Reduce -0.3% |
| WMB Williams Cos Inc. | 2.24% | 2,762,209 | $149.5M | Reduce -0.8% |
| CBRE CBRE Group Inc. Class A | 2.17% | 1,103,209 | $144.8M | Reduce -6.4% |
| ACN Accenture PLC Class A | 2.02% | 383,099 | $134.8M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.90% | 279,442 | $126.7M | Reduce -1.4% |
| CB Chubb Ltd. | 1.88% | 453,852 | $125.4M | Add +0.7% |
| BLDR Builders Firstsource Inc. | 1.81% | 845,326 | $120.8M | Add +1.0% |
| BLK BlackRock Inc. | 1.78% | 115,662 | $118.6M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.59% | 877,000 | $106.0M | Add +0.1% |
| COST Costco Wholesale Corp. | 1.57% | 114,472 | $104.9M | Reduce -1.1% |
| ADBE Adobe Inc. | 1.55% | 232,786 | $103.5M | Reduce -0.4% |
| CDW CDW Corp. | 1.37% | 524,066 | $91.2M | Reduce -2.3% |
| DLN Wisdomtree US Largecap Divid | 1.32% | 1,134,076 | $88.2M | Add +0.3% |
| ABT Abbott Laboratories | 1.32% | 777,664 | $88.0M | Reduce -1.0% |
| AMT American Tower Corp. | 1.25% | 453,370 | $83.2M | Add +1.0% |
| CROX Crocs Inc. | 1.21% | 739,109 | $81.0M | Add +8.9% |
| STZ Constellation Brands Inc. Class A | 1.18% | 355,578 | $78.6M | Reduce -1.1% |
| MCD McDonald's Corp. | 1.17% | 270,267 | $78.3M | Reduce -14.3% |
| ANSS Ansys Inc. | 1.16% | 228,612 | $77.1M | Add +0.3% |
| EOG EOG Resources Inc. | 1.14% | 622,024 | $76.2M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 120,911 | $70.9M | Add +0.6% |
| GNRC Generac Holdings Inc. | 1.00% | 430,068 | $66.7M | Add +4.3% |
| FISV Fiserv Inc. | 0.82% | 267,653 | $55.0M | New |
| VIK Viking Holdings Ltd. | 0.81% | 1,221,832 | $53.8M | New |
| IVV iShares Core S&P 500 ETF | 0.60% | 68,251 | $40.2M | Reduce -0.5% |
| BWA Borgwarner Inc. | 0.56% | 1,183,548 | $37.6M | Reduce -2.9% |
| SHW The Sherwin-Williams Co. | 0.54% | 106,061 | $36.1M | Add +0.2% |
| IAU iShares Gold Trust | 0.48% | 648,598 | $32.1M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.47% | 58,502 | $31.5M | Add +4.3% |
| CE Celanese Corp. | 0.47% | 454,493 | $31.5M | Reduce -32.6% |
| DXJ Wisdomtree Japan Hedged Eq | 0.45% | 271,973 | $30.0M | Add +42.0% |
| CVX Chevron Corp. | 0.44% | 202,193 | $29.3M | Reduce -41.9% |
| LLY Eli Lilly & Co. | 0.43% | 37,199 | $28.7M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.41% | 190,344 | $27.5M | Reduce -2.4% |
| ROP Roper Technologies Inc. | 0.39% | 49,717 | $25.8M | Reduce -6.8% |
| ARCC Ares Capital Corp. | 0.34% | 1,033,109 | $22.6M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.34% | 56,181 | $22.6M | Add +1.2% |
| XLV SS Health Care Select Sector | 0.30% | 144,671 | $19.9M | Add +135.1% |
| GLD SPDR Gold Shares | 0.29% | 79,208 | $19.2M | Reduce -0.5% |
| ADP Automatic Data Processing | 0.26% | 60,327 | $17.7M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.26% | 112,483 | $17.1M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.23% | 87,506 | $15.5M | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 0.21% | 184,528 | $14.0M | Reduce -3.2% |
| SCHW Schwab (charles) Corp. | 0.19% | 175,371 | $13.0M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.19% | 76,161 | $12.8M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.18% | 206,755 | $12.2M | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 54,783 | $12.0M | Add +3.3% |
| V Visa Inc. Class A | 0.18% | 37,699 | $11.9M | Reduce -1.6% |
| SYK Stryker Corp. | 0.17% | 32,304 | $11.6M | Reduce -0.2% |
| MCK McKesson Corp. | 0.17% | 19,668 | $11.2M | Add +3.9% |
| NEE Nextera Energy Inc. | 0.16% | 150,523 | $10.8M | Add +1.0% |
| ORCL Oracle Corp. | 0.16% | 64,461 | $10.7M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 170,353 | $10.6M | Reduce -3.6% |
| TSLA Tesla Inc. | 0.16% | 25,680 | $10.4M | Reduce -28.4% |
| MRK Merck & Co. Inc. | 0.16% | 104,071 | $10.4M | Reduce -0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 58,884 | $10.3M | Add +2.4% |
| AVGO Broadcom Inc. | 0.15% | 44,197 | $10.2M | Reduce -7.6% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 210,486 | $10.1M | Add +1.9% |
| TXN Texas Instruments Inc. | 0.15% | 52,508 | $9.8M | Reduce -2.3% |
| XLK SS Technology Select Sector | 0.14% | 40,806 | $9.5M | Reduce -3.0% |
| MDY State Street SPDR S&P Midcap | 0.14% | 16,633 | $9.5M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.14% | 87,594 | $9.4M | Reduce -1.2% |
| CRM Salesforce Inc. | 0.14% | 27,270 | $9.1M | Add +0.9% |
| AMAT Applied Materials Inc. | 0.14% | 55,887 | $9.1M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.14% | 145,775 | $9.1M | Reduce -13.4% |
| LOW Lowe's Cos Inc. | 0.13% | 34,547 | $8.5M | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.13% | 38,332 | $8.5M | Add +0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 12 | $8.2M | Reduce -7.7% |
| RTX RTX Corp. | 0.12% | 69,252 | $8.0M | Reduce -0.3% |
| UPS United Parcel Service Class B | 0.12% | 62,117 | $7.8M | Add +37.3% |
| WMT Walmart Inc. | 0.11% | 83,586 | $7.6M | Reduce -1.1% |
| CHKP Check Point Software Tech | 0.11% | 39,626 | $7.4M | No change |
| EPD Enterprise Products Partners | 0.10% | 218,193 | $6.8M | No change |
| NKE Nike Inc. Class B | 0.10% | 85,579 | $6.5M | Reduce -28.3% |
| ITW Illinois Tool Works | 0.10% | 25,297 | $6.4M | Reduce -6.5% |
| MPLX MPLX LP | 0.09% | 132,053 | $6.3M | Add +17.9% |
| UNP Union Pacific Corp. | 0.09% | 27,073 | $6.2M | Reduce -2.8% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 58,760 | $6.0M | Add +10.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 24,604 | $5.9M | Reduce -8.3% |
| DHR Danaher Corp. | 0.09% | 24,963 | $5.7M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 10,470 | $5.4M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 18,244 | $5.3M | Add +0.2% |
| JBL Jabil Inc. | 0.08% | 36,540 | $5.3M | No change |
| AMGN Amgen Inc. | 0.08% | 19,445 | $5.1M | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.08% | 15,642 | $5.0M | Add +0.8% |
| ECL Ecolab Inc. | 0.07% | 21,328 | $5.0M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 85,673 | $4.9M | Reduce -1.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CAPNR Cayson Acquisition Corp. | RIGHT 99/99/9999 | 13,000 | $2K | New |
Total filed on the 13F, all lines: $6.7B.
Portfolio Sells Q3 2024 → Q4 2024
| CE Celanese Corp. | Reduce -32.6% | 0.47% | −0.90 |
| CDW CDW Corp. | Reduce -2.3% | 1.37% | −0.45 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 2.32% | −0.45 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 2.61% | −0.44 |
| CVX Chevron Corp. | Reduce -41.9% | 0.44% | −0.33 |
| MCD McDonald's Corp. | Reduce -14.3% | 1.17% | −0.27 |
| ADBE Adobe Inc. | Reduce -0.4% | 1.55% | −0.26 |
| STZ Constellation Brands Inc. Class A | Reduce -1.1% | 1.18% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.3% | 5.50% | −0.14 |
| HD Home Depot Inc. | Reduce -0.0% | 2.73% | −0.12 |
| BWA Borgwarner Inc. | Reduce -2.9% | 0.56% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 0.43% | −0.07 |
| JNJ Johnson & Johnson | Reduce -2.4% | 0.41% | −0.06 |
| NKE Nike Inc. Class B | Reduce -28.3% | 0.10% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 1.90% | −0.06 |
| ROP Roper Technologies Inc. | Reduce -6.8% | 0.39% | −0.06 |
| ACN Accenture PLC Class A | Reduce -1.9% | 2.02% | −0.05 |
| KO The Coca-Cola Co. | Reduce -13.4% | 0.14% | −0.05 |
| PEP Pepsico Inc. | Reduce -2.2% | 0.26% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -0.8% | 0.14% | −0.03 |
| CBRE CBRE Group Inc. Class A | Reduce -6.4% | 2.17% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -3.2% | 0.21% | −0.03 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.23% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.0% | 1.32% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.6% | 0.16% | −0.02 |
| AMGN Amgen Inc. | Reduce -2.4% | 0.08% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -2.3% | 0.15% | −0.02 |
| DHR Danaher Corp. | Reduce -0.3% | 0.09% | −0.02 |
| PFE Pfizer Inc. | Reduce -17.1% | 0.06% | −0.02 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.2% | 0.14% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 0.13% | −0.01 |
| SON Sonoco Products Co. | Reduce -22.1% | 0.03% | −0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -7.7% | 0.12% | −0.01 |
| MTD Mettler-Toledo International | Reduce -2.6% | 0.05% | −0.01 |
| CARR Carrier Global Corp. | Reduce -1.8% | 0.05% | −0.01 |
| UNP Union Pacific Corp. | Reduce -2.8% | 0.09% | −0.01 |
| ITW Illinois Tool Works | Reduce -6.5% | 0.10% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -44.6% | 0.01% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -21.0% | 0.03% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.3% | 0.07% | −0.01 |
| IDXX Idexx Laboratories Inc. | Reduce -0.1% | 0.04% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.19% | −0.01 |
| XLE SS Energy Select Sector | Reduce -29.5% | 0.02% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.8% | 0.03% | −0.01 |
| ZTS Zoetis Inc. | Reduce -3.4% | 0.03% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.3% | 0.09% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -0.2% | 0.01% | −0.01 |
| PRM Perimeter Solutions Inc. | Reduce -46.1% | 0.01% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| FISV Fiserv Inc. | New | 0.82% | +0.82 |
| VIK Viking Holdings Ltd. | New | 0.81% | +0.81 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 2.32% | +0.30 |
| XLV SS Health Care Select Sector | Add +135.1% | 0.30% | +0.16 |
| DXJ Wisdomtree Japan Hedged Eq | Add +42.0% | 0.45% | +0.14 |
| ANSS Ansys Inc. | Add +0.3% | 1.16% | +0.07 |
| TJX TJX Companies Inc. | Add +0.1% | 1.59% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +4.3% | 0.47% | +0.03 |
| MCK McKesson Corp. | Add +3.9% | 0.17% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 1.06% | +0.03 |
| CRM Salesforce Inc. | Add +0.9% | 0.14% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +1.2% | 0.34% | +0.03 |
| UPS United Parcel Service Class B | Add +37.3% | 0.12% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +0.0% | 0.19% | +0.02 |
| KMI Kinder Morgan Inc. | New | 0.02% | +0.02 |
| MPLX MPLX LP | Add +17.9% | 0.09% | +0.02 |
| GNRC Generac Holdings Inc. | Add +4.3% | 1.00% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +10.8% | 0.09% | +0.01 |
| EXE Expand Energy Corp. | New | 0.01% | +0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.01% | +0.01 |
| AXP American Express Co. | Add +2.5% | 0.06% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +19.3% | 0.05% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +26.3% | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 0.08% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +20.9% | 0.04% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Add +8.2% | 0.06% | +0.00 |
| IBM Intl Business Machines Corp. | Add +3.3% | 0.18% | +0.00 |
| VGIT Vanguard Intermediate-Term T | New | 0.00% | +0.00 |
| TPR Tapestry Inc. | New | 0.00% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +128.3% | 0.01% | +0.00 |
| VONG Vanguard Russell 1000 Growth | New | 0.00% | +0.00 |
| BBCA JPMorgan Betabuilders Canada | New | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | New | 0.00% | +0.00 |
| EOG EOG Resources Inc. | Add +0.7% | 1.14% | +0.00 |
| HE Hawaiian Electric Inds | New | 0.00% | +0.00 |
| RKLB Rocket Lab USA Inc. | New | 0.00% | +0.00 |
| WSM Williams-Sonoma Inc. | New | 0.00% | +0.00 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.00% | +0.00 |
| ETR Entergy Corp. | New | 0.00% | +0.00 |
| LAB Standard Biotools Inc. | New | 0.00% | +0.00 |
| PWR Quanta Services Inc. | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Add +0.0% | 0.01% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.00% | +0.00 |
| SNOW Snowflake Inc. | New | 0.00% | +0.00 |
| EW Edwards Lifesciences Corp. | New | 0.00% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +24.3% | 0.01% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.8% | 0.08% | +0.00 |
| ALF Centurion Acquisition Corp. | New | 0.00% | +0.00 |
| APO Apollo Global Management Inc. | Add +0.0% | 0.01% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| CAPNR Cayson Acquisition Corp. | RIGHT 99/99/9999 | New | 13,000 | $2K |
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 |