Evercore Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Evercore Wealth Management, LLC reported 411 stock positions worth $6.2 billion. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.2%) and Nvidia (NVDA, 4.3%). Compared with Q4 2024, it opened 16 new positions, sold out of 21, added to 38 and reduced 231. The biggest buy was Uber Technologies (UBER, shares +23760%) and the biggest sale Abbott Laboratories (ABT, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $6.2B (Q1 2025)
- SEC Filing
- 0001172661-25-002000 ↗ filed May 15, 2025
Holdings Value
Holdings 411 stocks · $6.2B
| AAPL Apple Inc. | 6.09% | 1,702,132 | $378.1M | Reduce -2.7% |
| MSFT Microsoft Corp. | 5.20% | 860,807 | $323.1M | Reduce -1.2% |
| NVDA Nvidia Corp. | 4.31% | 2,469,113 | $267.6M | Add +4.5% |
| MA Mastercard Inc. Class A | 3.72% | 421,088 | $230.8M | Reduce -3.6% |
| AMZN Amazon.com Inc. | 3.65% | 1,191,053 | $226.6M | Reduce -2.4% |
| AZO AutoZone Inc. | 3.35% | 54,538 | $207.9M | Reduce -5.2% |
| BX Blackstone Inc. | 3.06% | 1,358,171 | $189.8M | Reduce -3.0% |
| UNH Unitedhealth Group Inc. | 2.81% | 332,723 | $174.3M | Reduce -3.5% |
| HD Home Depot Inc. | 2.72% | 460,394 | $168.7M | Reduce -1.6% |
| WMB Williams Cos Inc. | 2.59% | 2,690,985 | $160.8M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 2.51% | 999,388 | $156.1M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 2.51% | 636,215 | $156.1M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.36% | 274,679 | $146.3M | Reduce -1.7% |
| MS Morgan Stanley | 2.33% | 1,241,998 | $144.9M | Reduce -2.5% |
| TMO Thermo Fisher Scientific Inc. | 2.32% | 289,694 | $144.2M | Reduce -2.8% |
| CBRE CBRE Group Inc. Class A | 2.22% | 1,056,221 | $138.1M | Reduce -4.3% |
| CB Chubb Ltd. | 2.16% | 443,665 | $134.0M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 2.01% | 806,848 | $124.8M | Reduce -1.6% |
| ACN Accenture PLC Class A | 1.88% | 374,566 | $116.9M | Reduce -2.2% |
| BLDR Builders Firstsource Inc. | 1.77% | 881,000 | $110.1M | Add +4.2% |
| COST Costco Wholesale Corp. | 1.72% | 113,206 | $107.1M | Reduce -1.1% |
| BLK BlackRock Inc. | 1.71% | 112,475 | $106.5M | Reduce -2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.68% | 857,893 | $104.5M | Reduce -2.2% |
| AMT American Tower Corp. | 1.53% | 437,197 | $95.1M | Reduce -3.6% |
| DLN Wisdomtree US Largecap Divid | 1.39% | 1,091,046 | $86.6M | Reduce -3.8% |
| CROX Crocs Inc. | 1.36% | 795,880 | $84.5M | Add +7.7% |
| ADBE Adobe Inc. | 1.33% | 215,113 | $82.5M | Reduce -7.6% |
| CDW CDW Corp. | 1.32% | 509,811 | $81.7M | Reduce -2.7% |
| EOG EOG Resources Inc. | 1.28% | 618,209 | $79.3M | Reduce -0.6% |
| UBER Uber Technologies Inc. | 1.16% | 992,794 | $72.3M | Add +23759.5% |
| ANSS Ansys Inc. | 1.13% | 221,046 | $70.0M | Reduce -3.3% |
| PGR Progressive Corp. | 1.07% | 234,529 | $66.4M | Add +1232.5% |
| FISV Fiserv Inc. | 1.05% | 294,825 | $65.1M | Add +10.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.04% | 115,423 | $64.6M | Reduce -4.5% |
| VIK Viking Holdings Ltd. | 1.01% | 1,583,420 | $62.9M | Add +29.6% |
| GNRC Generac Holdings Inc. | 0.86% | 423,582 | $53.6M | Reduce -1.5% |
| STZ Constellation Brands Inc. Class A | 0.71% | 241,940 | $44.4M | Reduce -32.0% |
| FIX Comfort Systems USA Inc. | 0.66% | 126,533 | $40.8M | New |
| IVV iShares Core S&P 500 ETF | 0.61% | 67,064 | $37.7M | Reduce -1.7% |
| IAU iShares Gold Trust | 0.60% | 631,220 | $37.2M | Reduce -2.7% |
| SHW The Sherwin-Williams Co. | 0.58% | 103,707 | $36.2M | Reduce -2.2% |
| DXJ Wisdomtree Japan Hedged Eq | 0.51% | 288,710 | $31.8M | Add +6.2% |
| VOO Vanguard S&P 500 ETF | 0.51% | 61,331 | $31.5M | Add +4.8% |
| LLY Eli Lilly & Co. | 0.49% | 36,546 | $30.2M | Reduce -1.8% |
| CVX Chevron Corp. | 0.46% | 172,259 | $28.8M | Reduce -14.8% |
| JNJ Johnson & Johnson | 0.46% | 172,884 | $28.7M | Reduce -9.2% |
| ROP Roper Technologies Inc. | 0.43% | 44,971 | $26.5M | Reduce -9.6% |
| GLD SPDR Gold Shares | 0.36% | 76,663 | $22.1M | Reduce -3.2% |
| IWF iShares Russell 1000 Growth | 0.33% | 57,347 | $20.7M | Add +2.1% |
| ABT Abbott Laboratories | 0.31% | 147,339 | $19.5M | Reduce -81.0% |
| ABBV Abbvie Inc. | 0.29% | 86,827 | $18.2M | Reduce -0.8% |
| ADP Automatic Data Processing | 0.29% | 59,175 | $18.1M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.25% | 101,590 | $15.2M | Reduce -9.7% |
| EFA iShares MSCI Eafe ETF | 0.24% | 178,823 | $14.6M | Reduce -3.1% |
| MCD McDonald's Corp. | 0.23% | 46,398 | $14.5M | Reduce -82.8% |
| SCHW Schwab (charles) Corp. | 0.22% | 174,460 | $13.7M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 52,203 | $13.0M | Reduce -4.7% |
| V Visa Inc. Class A | 0.21% | 36,798 | $12.9M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.20% | 74,006 | $12.6M | Reduce -2.8% |
| SYK Stryker Corp. | 0.19% | 32,352 | $12.0M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.19% | 189,670 | $11.7M | Reduce -8.3% |
| MCK McKesson Corp. | 0.18% | 16,466 | $11.1M | Reduce -16.3% |
| ARCC Ares Capital Corp. | 0.17% | 487,487 | $10.8M | Reduce -52.8% |
| NEE Nextera Energy Inc. | 0.17% | 147,252 | $10.4M | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.17% | 144,798 | $10.4M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 203,977 | $10.4M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 0.16% | 85,314 | $10.1M | Reduce -2.6% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 57,469 | $10.0M | Reduce -2.4% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 158,854 | $9.3M | Reduce -6.8% |
| MRK Merck & Co. Inc. | 0.15% | 101,023 | $9.1M | Reduce -2.9% |
| RTX RTX Corp. | 0.14% | 67,877 | $9.0M | Reduce -2.0% |
| TXN Texas Instruments Inc. | 0.14% | 49,564 | $8.9M | Reduce -5.6% |
| XLV SS Health Care Select Sector | 0.14% | 60,947 | $8.9M | Reduce -57.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 11 | $8.8M | Reduce -8.3% |
| ORCL Oracle Corp. | 0.14% | 62,774 | $8.8M | Reduce -2.6% |
| CHKP Check Point Software Tech | 0.14% | 37,626 | $8.6M | Reduce -5.0% |
| MDY State Street SPDR S&P Midcap | 0.14% | 15,839 | $8.4M | Reduce -4.8% |
| XLK SS Technology Select Sector | 0.13% | 39,269 | $8.1M | Reduce -3.8% |
| AMAT Applied Materials Inc. | 0.13% | 55,769 | $8.1M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.13% | 34,475 | $8.0M | Reduce -0.2% |
| IWM iShares Russell 2000 ETF | 0.12% | 37,587 | $7.5M | Reduce -1.9% |
| EPD Enterprise Products Partners | 0.12% | 217,193 | $7.4M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.12% | 44,024 | $7.4M | Reduce -0.4% |
| MPLX MPLX LP | 0.11% | 132,053 | $7.1M | No change |
| WMT Walmart Inc. | 0.11% | 80,387 | $7.1M | Reduce -3.8% |
| CRM Salesforce Inc. | 0.11% | 26,057 | $7.0M | Reduce -4.5% |
| TSLA Tesla Inc. | 0.11% | 26,514 | $6.9M | Add +3.3% |
| AMGN Amgen Inc. | 0.09% | 18,738 | $5.8M | Reduce -3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 24,591 | $5.5M | Reduce -0.1% |
| ITW Illinois Tool Works | 0.09% | 21,931 | $5.4M | Reduce -13.3% |
| ECL Ecolab Inc. | 0.09% | 21,224 | $5.4M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 11,037 | $5.2M | Add +5.4% |
| UNP Union Pacific Corp. | 0.08% | 21,875 | $5.2M | Reduce -19.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 84,420 | $5.1M | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 55,010 | $5.1M | Reduce -6.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 18,244 | $5.0M | No change |
| JBL Jabil Inc. | 0.08% | 36,540 | $5.0M | No change |
| DHR Danaher Corp. | 0.08% | 24,250 | $5.0M | Reduce -2.9% |
| IWB iShares Russell 1000 ETF | 0.08% | 15,582 | $4.8M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 100,257 | $4.5M | Reduce -4.8% |
Options reported separately and not counted above: BRK.B puts ($9.1M), JNJ puts ($2.0M), BX puts ($1.7M), NVDA puts ($1.6M), AMZN puts ($951K).
Portfolio Sells Q4 2024 → Q1 2025
| ABT Abbott Laboratories | Reduce -81.0% | 0.31% | −1.00 |
| MCD McDonald's Corp. | Reduce -82.8% | 0.23% | −0.94 |
| BX Blackstone Inc. | Reduce -3.0% | 3.06% | −0.56 |
| BWA Borgwarner Inc. | Reduce -94.0% | 0.03% | −0.53 |
| AAPL Apple Inc. | Reduce -2.7% | 6.09% | −0.47 |
| STZ Constellation Brands Inc. Class A | Reduce -32.0% | 0.71% | −0.46 |
| CE Celanese Corp. | Reduce -90.7% | 0.04% | −0.43 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 2.51% | −0.41 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 3.65% | −0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -1.6% | 2.01% | −0.31 |
| MSFT Microsoft Corp. | Reduce -1.2% | 5.20% | −0.29 |
| ADBE Adobe Inc. | Reduce -7.6% | 1.33% | −0.22 |
| ARCC Ares Capital Corp. | Reduce -52.8% | 0.17% | −0.16 |
| XLV SS Health Care Select Sector | Reduce -57.9% | 0.14% | −0.15 |
| ACN Accenture PLC Class A | Reduce -2.2% | 1.88% | −0.14 |
| GNRC Generac Holdings Inc. | Reduce -1.5% | 0.86% | −0.13 |
| MS Morgan Stanley | Reduce -2.5% | 2.33% | −0.07 |
| GTLS Chart Industries Inc. | Reduce -93.2% | 0.00% | −0.06 |
| BLK BlackRock Inc. | Reduce -2.8% | 1.71% | −0.06 |
| UPS United Parcel Service Class B | Reduce -40.1% | 0.07% | −0.05 |
| CDW CDW Corp. | Reduce -2.7% | 1.32% | −0.05 |
| AVGO Broadcom Inc. | Reduce -0.4% | 0.12% | −0.03 |
| NKE Nike Inc. Class B | Reduce -26.1% | 0.06% | −0.03 |
| ANSS Ansys Inc. | Reduce -3.3% | 1.13% | −0.03 |
| CRM Salesforce Inc. | Reduce -4.5% | 0.11% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 1.04% | −0.02 |
| ORCL Oracle Corp. | Reduce -2.6% | 0.14% | −0.02 |
| DTD Wisdomtree US Total Dividend | Sold out | 0.00% | −0.02 |
| XLK SS Technology Select Sector | Reduce -3.8% | 0.13% | −0.01 |
| PEP Pepsico Inc. | Reduce -9.7% | 0.25% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.8% | 0.15% | −0.01 |
| UNP Union Pacific Corp. | Reduce -19.2% | 0.08% | −0.01 |
| JEF Jefferies Financial Group Inc. | Reduce -28.2% | 0.01% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -2.9% | 0.15% | −0.01 |
| ITW Illinois Tool Works | Reduce -13.3% | 0.09% | −0.01 |
| HD Home Depot Inc. | Reduce -1.6% | 2.72% | −0.01 |
| BAC Bank of America Corp. | Reduce -15.1% | 0.05% | −0.01 |
| AMR Alpha Metallurgical Resource | Sold out | 0.00% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.4% | 0.08% | −0.01 |
| GD General Dynamics Corp. | Reduce -37.1% | 0.01% | −0.01 |
| NET Cloudflare Inc. Class A | Reduce -19.3% | 0.06% | −0.01 |
| DIS The Walt Disney Co. | Reduce -3.9% | 0.07% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.9% | 0.12% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -0.2% | 0.13% | −0.01 |
| DHR Danaher Corp. | Reduce -2.9% | 0.08% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -4.8% | 0.14% | −0.01 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.01 |
| TGT Target Corp. | Reduce -4.1% | 0.02% | −0.01 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.01 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| UBER Uber Technologies Inc. | Add +23759.5% | 1.16% | +1.16 |
| PGR Progressive Corp. | Add +1232.5% | 1.07% | +1.01 |
| FIX Comfort Systems USA Inc. | New | 0.66% | +0.66 |
| FISV Fiserv Inc. | Add +10.2% | 1.05% | +0.22 |
| VIK Viking Holdings Ltd. | Add +29.6% | 1.01% | +0.21 |
| CROX Crocs Inc. | Add +7.7% | 1.36% | +0.15 |
| DXJ Wisdomtree Japan Hedged Eq | Add +6.2% | 0.51% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +4.8% | 0.51% | +0.04 |
| SYK Stryker Corp. | Add +0.1% | 0.19% | +0.02 |
| VGK Vanguard Ftse Europe ETF | Add +184.2% | 0.02% | +0.02 |
| OBDC Blue Owl Capital Corp. | New | 0.01% | +0.01 |
| GE General Electric | Add +2.0% | 0.03% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.01% | +0.01 |
| ROOT Root Inc./Oh Class A | New | 0.01% | +0.01 |
| GLNG Golar LNG Ltd. | New | 0.01% | +0.01 |
| ARES ACQUISITION CORP II | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +15.3% | 0.02% | +0.01 |
| HALO Halozyme Therapeutics Inc. | New | 0.00% | +0.00 |
| SLV iShares Silver Trust | Add +0.3% | 0.02% | +0.00 |
| ED Consolidated Edison Inc. | Add +0.0% | 0.01% | +0.00 |
| CTAS Cintas Corp. | New | 0.00% | +0.00 |
| VHT Vanguard Health Care ETF | New | 0.00% | +0.00 |
| ACU Acme United Corp. | New | 0.00% | +0.00 |
| AGG iShares Core U.S. Aggregate | New | 0.00% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.4% | 0.08% | +0.00 |
| MO Altria Group Inc. | Add +7.6% | 0.01% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +0.1% | 0.02% | +0.00 |
| ZTS Zoetis Inc. | Add +1.2% | 0.03% | +0.00 |
| GBDC Golub Capital BDC Inc. | Add +22.4% | 0.01% | +0.00 |
| AAXJ iShares MSCI All Country Asi | Add +0.1% | 0.03% | +0.00 |
| RIOT Riot Platforms Inc. | New | 0.00% | +0.00 |
| WLAC Willow Lane Acquisition Class A | New | 0.00% | +0.00 |
| SOUN Soundhound AI Inc. Class A | New | 0.00% | +0.00 |
| DYNC Dynamix Corp. | New | 0.00% | +0.00 |
| SLB SLB Ltd. | Add +0.3% | 0.01% | +0.00 |
| JOBY Joby Aviation Inc. | Add +80.0% | 0.00% | +0.00 |
| BA The Boeing Co. | Add +0.6% | 0.03% | +0.00 |
| BRBS Blue Ridge Bankshares Inc. | New | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | Add +4.5% | 0.00% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +1.4% | 0.02% | +0.00 |
| MU Micron Technology Inc. | Add +2.7% | 0.01% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +0.8% | 0.01% | +0.00 |
| TFC Truist Financial Corp. | Add +0.1% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +1.1% | 0.01% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +5.9% | 0.01% | +0.00 |
| REGN Regeneron Pharmaceuticals | Add +5.5% | 0.01% | +0.00 |
| BBY Best Buy Co. Inc. | Add +0.5% | 0.01% | −0.00 |
| DLR Digital Realty Trust Inc. | Add +2.0% | 0.01% | −0.00 |
| ACHR Archer Aviation Inc. Class A | Add +4.0% | 0.00% | −0.00 |
| EQIX Equinix Inc. | Add +0.6% | 0.02% | −0.00 |
Options Activity Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | put | New | 17,000 | $9.1M |
| JNJ Johnson & Johnson | put | New | 12,000 | $2.0M |
| BX Blackstone Inc. | put | New | 12,000 | $1.7M |
| NVDA Nvidia Corp. | put | New | 15,000 | $1.6M |
| AMZN Amazon.com Inc. | put | New | 5,000 | $951K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| CAPNR Cayson Acquisition Corp. | RIGHT 99/99/9999 | Sold out | 13,000 | $2Kbefore 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 |