Evercore Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Evercore Wealth Management, LLC reported 406 stock positions worth $6.4 billion. Its top holding was Microsoft (MSFT) at 6.5% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Apple (AAPL, 5.2%). Compared with Q1 2025, it opened 17 new positions, sold out of 22, added to 59 and reduced 174. The biggest buy was Comfort Systems USA (FIX, shares +25%) and the biggest sale Unitedhealth (UNH, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001482689
- Portfolio Value
- $6.4B (Q2 2025)
- SEC Filing
- 0001172661-25-003437 ↗ filed Aug 14, 2025
Holdings Value
Holdings 406 stocks · $6.4B
| MSFT Microsoft Corp. | 6.47% | 836,043 | $415.9M | Reduce -2.9% |
| NVDA Nvidia Corp. | 5.93% | 2,413,188 | $381.3M | Reduce -2.3% |
| AAPL Apple Inc. | 5.25% | 1,645,530 | $337.6M | Reduce -3.3% |
| AMZN Amazon.com Inc. | 3.97% | 1,163,536 | $255.3M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 3.60% | 412,418 | $231.8M | Reduce -2.1% |
| BX Blackstone Inc. | 3.16% | 1,358,268 | $203.2M | Add +0.0% |
| AZO AutoZone Inc. | 3.05% | 52,902 | $196.4M | Reduce -3.0% |
| MS Morgan Stanley | 2.76% | 1,261,942 | $177.8M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 2.71% | 983,616 | $174.5M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 2.71% | 600,108 | $174.0M | Reduce -5.7% |
| HD Home Depot Inc. | 2.57% | 450,742 | $165.3M | Reduce -2.1% |
| WMB Williams Cos Inc. | 2.47% | 2,533,229 | $159.1M | Reduce -5.9% |
| CBRE CBRE Group Inc. Class A | 2.26% | 1,038,503 | $145.5M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 2.14% | 781,694 | $137.8M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.05% | 271,667 | $132.0M | Reduce -1.1% |
| CB Chubb Ltd. | 1.96% | 435,449 | $126.2M | Reduce -1.9% |
| BLK BlackRock Inc. | 1.80% | 110,130 | $115.6M | Reduce -2.1% |
| TMO Thermo Fisher Scientific Inc. | 1.79% | 284,202 | $115.2M | Reduce -1.9% |
| ACN Accenture PLC Class A | 1.69% | 363,546 | $108.7M | Reduce -2.9% |
| COST Costco Wholesale Corp. | 1.60% | 103,881 | $102.8M | Reduce -8.2% |
| BLDR Builders Firstsource Inc. | 1.59% | 873,956 | $102.0M | Reduce -0.8% |
| UBER Uber Technologies Inc. | 1.56% | 1,074,811 | $100.3M | Add +8.3% |
| UNH Unitedhealth Group Inc. | 1.50% | 309,817 | $96.7M | Reduce -6.9% |
| AMT American Tower Corp. | 1.39% | 405,552 | $89.6M | Reduce -7.2% |
| CDW CDW Corp. | 1.39% | 501,474 | $89.6M | Reduce -1.6% |
| VIK Viking Holdings Ltd. | 1.39% | 1,678,470 | $89.4M | Add +6.0% |
| DLN Wisdomtree US Largecap Divid | 1.37% | 1,072,367 | $88.1M | Reduce -1.7% |
| FIX Comfort Systems USA Inc. | 1.32% | 158,670 | $85.1M | Add +25.4% |
| CROX Crocs Inc. | 1.25% | 794,224 | $80.4M | Reduce -0.2% |
| ADBE Adobe Inc. | 1.23% | 205,097 | $79.3M | Reduce -4.7% |
| EOG EOG Resources Inc. | 1.19% | 639,255 | $76.5M | Add +3.4% |
| ANSS Ansys Inc. | 1.18% | 215,284 | $75.6M | Reduce -2.6% |
| PGR Progressive Corp. | 1.12% | 269,108 | $71.8M | Add +14.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.11% | 115,526 | $71.4M | Add +0.1% |
| GNRC Generac Holdings Inc. | 0.96% | 432,145 | $61.9M | Add +2.0% |
| FISV Fiserv Inc. | 0.88% | 329,341 | $56.8M | Add +11.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 354,882 | $43.8M | Reduce -58.6% |
| IVV iShares Core S&P 500 ETF | 0.64% | 66,429 | $41.2M | Reduce -0.9% |
| IAU iShares Gold Trust | 0.62% | 635,955 | $39.7M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.60% | 68,311 | $38.8M | Add +11.4% |
| ARCC Ares Capital Corp. | 0.57% | 1,666,373 | $36.6M | Add +241.8% |
| SHW The Sherwin-Williams Co. | 0.54% | 101,837 | $35.0M | Reduce -1.8% |
| DXJ Wisdomtree Japan Hedged Eq | 0.53% | 298,913 | $34.2M | Add +3.5% |
| LLY Eli Lilly & Co. | 0.44% | 35,947 | $28.0M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.39% | 165,977 | $25.4M | Reduce -4.0% |
| IWF iShares Russell 1000 Growth | 0.38% | 58,225 | $24.7M | Add +1.5% |
| ROP Roper Technologies Inc. | 0.37% | 42,000 | $23.8M | Reduce -6.6% |
| CVX Chevron Corp. | 0.37% | 164,254 | $23.5M | Reduce -4.7% |
| GLD SPDR Gold Shares | 0.36% | 75,873 | $23.1M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 59,410 | $17.5M | Add +13.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.27% | 341,851 | $17.3M | New |
| ADP Automatic Data Processing | 0.27% | 55,960 | $17.3M | Reduce -5.4% |
| ABT Abbott Laboratories | 0.26% | 122,699 | $16.7M | Reduce -16.7% |
| ABBV Abbvie Inc. | 0.25% | 86,106 | $16.0M | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 0.25% | 177,847 | $15.9M | Reduce -0.6% |
| SCHW Schwab (charles) Corp. | 0.25% | 173,403 | $15.8M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.21% | 61,712 | $13.5M | Reduce -1.7% |
| PEP Pepsico Inc. | 0.21% | 100,810 | $13.3M | Reduce -0.8% |
| SYK Stryker Corp. | 0.20% | 32,201 | $12.7M | Reduce -0.5% |
| V Visa Inc. Class A | 0.20% | 35,516 | $12.6M | Reduce -3.5% |
| MCD McDonald's Corp. | 0.19% | 42,608 | $12.4M | Reduce -8.2% |
| CSCO Cisco Systems Inc. | 0.19% | 175,887 | $12.2M | Reduce -7.3% |
| MCK McKesson Corp. | 0.18% | 16,122 | $11.8M | Reduce -2.1% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 206,527 | $11.8M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.18% | 71,999 | $11.5M | Reduce -2.7% |
| NEE Nextera Energy Inc. | 0.18% | 163,661 | $11.4M | Add +11.1% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 59,317 | $10.8M | Add +3.2% |
| KO The Coca-Cola Co. | 0.16% | 143,676 | $10.2M | Reduce -0.8% |
| TXN Texas Instruments Inc. | 0.16% | 48,169 | $10.0M | Reduce -2.8% |
| XLK SS Technology Select Sector | 0.15% | 39,222 | $9.9M | Reduce -0.1% |
| RTX RTX Corp. | 0.15% | 67,642 | $9.9M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 158,814 | $9.8M | Reduce -0.0% |
| TSLA Tesla Inc. | 0.15% | 29,945 | $9.5M | Add +12.9% |
| AVGO Broadcom Inc. | 0.14% | 33,238 | $9.2M | Reduce -24.5% |
| XOM Exxon Mobil Corp. | 0.14% | 84,629 | $9.1M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 0.14% | 15,834 | $9.0M | Reduce -0.0% |
| CHKP Check Point Software Tech | 0.12% | 36,273 | $8.0M | Reduce -3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 11 | $8.0M | No change |
| XLV SS Health Care Select Sector | 0.12% | 59,447 | $8.0M | Reduce -2.5% |
| JBL Jabil Inc. | 0.12% | 36,540 | $8.0M | No change |
| IWM iShares Russell 2000 ETF | 0.12% | 36,449 | $7.9M | Reduce -3.0% |
| WMT Walmart Inc. | 0.12% | 80,397 | $7.9M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.12% | 95,958 | $7.6M | Reduce -5.0% |
| LOW Lowe's Cos Inc. | 0.11% | 32,995 | $7.3M | Reduce -4.3% |
| GLDM SPDR Gold Minishares Trust | 0.11% | 108,435 | $7.1M | Add +77.2% |
| CRM Salesforce Inc. | 0.11% | 25,982 | $7.1M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 104,017 | $7.0M | Add +23.2% |
| MPLX MPLX LP | 0.11% | 132,053 | $6.8M | No change |
| EPD Enterprise Products Partners | 0.10% | 216,493 | $6.7M | Reduce -0.3% |
| APH Amphenol Corp. Class A | 0.09% | 61,745 | $6.1M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 55,010 | $6.1M | No change |
| NFLX Netflix Inc. | 0.09% | 4,407 | $5.9M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 24,541 | $5.8M | Reduce -0.2% |
| ECL Ecolab Inc. | 0.09% | 21,179 | $5.7M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 10,237 | $5.6M | Reduce -7.3% |
| NET Cloudflare Inc. Class A | 0.09% | 28,330 | $5.5M | Reduce -15.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 18,244 | $5.5M | No change |
| ITW Illinois Tool Works | 0.08% | 21,631 | $5.3M | Reduce -1.4% |
| IWB iShares Russell 1000 ETF | 0.08% | 15,552 | $5.3M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.08% | 18,535 | $5.2M | Reduce -1.1% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -6.9% | 1.50% | −1.30 |
| TJX TJX Companies Inc. | Reduce -58.6% | 0.68% | −1.00 |
| AAPL Apple Inc. | Reduce -3.3% | 5.25% | −0.84 |
| STZ Constellation Brands Inc. Class A | Reduce -96.3% | 0.02% | −0.69 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.9% | 1.79% | −0.53 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 2.05% | −0.30 |
| AZO AutoZone Inc. | Reduce -3.0% | 3.05% | −0.30 |
| CB Chubb Ltd. | Reduce -1.9% | 1.96% | −0.20 |
| ACN Accenture PLC Class A | Reduce -2.9% | 1.69% | −0.19 |
| BLDR Builders Firstsource Inc. | Reduce -0.8% | 1.59% | −0.19 |
| HD Home Depot Inc. | Reduce -2.1% | 2.57% | −0.15 |
| AMT American Tower Corp. | Reduce -7.2% | 1.39% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -8.2% | 1.60% | −0.13 |
| WMB Williams Cos Inc. | Reduce -5.9% | 2.47% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -2.1% | 3.60% | −0.11 |
| CROX Crocs Inc. | Reduce -0.2% | 1.25% | −0.11 |
| CVX Chevron Corp. | Reduce -4.7% | 0.37% | −0.10 |
| ADBE Adobe Inc. | Reduce -4.7% | 1.23% | −0.09 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.39% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -56.5% | 0.07% | −0.06 |
| ROP Roper Technologies Inc. | Reduce -6.6% | 0.37% | −0.06 |
| ABT Abbott Laboratories | Reduce -16.7% | 0.26% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.44% | −0.05 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.25% | −0.04 |
| MCD McDonald's Corp. | Reduce -8.2% | 0.19% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -1.8% | 0.54% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.21% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -76.5% | 0.01% | −0.04 |
| CE Celanese Corp. | Reduce -89.8% | 0.00% | −0.04 |
| UPS United Parcel Service Class B | Reduce -40.1% | 0.04% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -5.0% | 0.12% | −0.03 |
| DLN Wisdomtree US Largecap Divid | Reduce -1.7% | 1.37% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.7% | 0.18% | −0.02 |
| AFL Aflac Inc. | Reduce -29.0% | 0.04% | −0.02 |
| ADP Automatic Data Processing | Reduce -5.4% | 0.27% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.14% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -15.1% | 0.05% | −0.02 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -2.5% | 0.12% | −0.02 |
| SBUX Starbucks Corp. | Reduce -22.7% | 0.04% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -4.3% | 0.11% | −0.02 |
| COF Capital One Financial Corp. | Reduce -74.7% | 0.01% | −0.02 |
| EPD Enterprise Products Partners | Reduce -0.3% | 0.10% | −0.01 |
| NKE Nike Inc. Class B | Reduce -28.2% | 0.05% | −0.01 |
| AMGN Amgen Inc. | Reduce -1.1% | 0.08% | −0.01 |
| BAC Bank of America Corp. | Reduce -33.5% | 0.04% | −0.01 |
| CHKP Check Point Software Tech | Reduce -3.6% | 0.12% | −0.01 |
| DELL Dell Technologies -C | Reduce -64.0% | 0.01% | −0.01 |
| V Visa Inc. Class A | Reduce -3.5% | 0.20% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -34.0% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| FIX Comfort Systems USA Inc. | Add +25.4% | 1.32% | +0.67 |
| MS Morgan Stanley | Add +1.6% | 2.76% | +0.43 |
| ARCC Ares Capital Corp. | Add +241.8% | 0.57% | +0.40 |
| UBER Uber Technologies Inc. | Add +8.3% | 1.56% | +0.39 |
| VIK Viking Holdings Ltd. | Add +6.0% | 1.39% | +0.38 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.27% | +0.27 |
| BX Blackstone Inc. | Add +0.0% | 3.16% | +0.10 |
| GNRC Generac Holdings Inc. | Add +2.0% | 0.96% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +11.4% | 0.60% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 1.11% | +0.07 |
| IBM Intl Business Machines Corp. | Add +13.8% | 0.27% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +1.5% | 0.38% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +77.2% | 0.11% | +0.05 |
| PGR Progressive Corp. | Add +14.7% | 1.12% | +0.05 |
| TSLA Tesla Inc. | Add +12.9% | 0.15% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +23.2% | 0.11% | +0.03 |
| VGK Vanguard Ftse Europe ETF | Add +90.8% | 0.05% | +0.02 |
| DXJ Wisdomtree Japan Hedged Eq | Add +3.5% | 0.53% | +0.02 |
| IAU iShares Gold Trust | Add +0.8% | 0.62% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +1.3% | 0.18% | +0.02 |
| GEV GE Vernova Inc. | Add +23.0% | 0.03% | +0.02 |
| PCT Purecycle Technologies Inc. | New | 0.01% | +0.01 |
| CRWV Coreweave Inc. Class A | New | 0.01% | +0.01 |
| BXSL Blackstone Secured Lending F | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +0.0% | 0.12% | +0.01 |
| NEE Nextera Energy Inc. | Add +11.1% | 0.18% | +0.01 |
| CAT Caterpillar Inc. | Add +2.5% | 0.06% | +0.01 |
| PH Parker Hannifin Corp. | Add +16.9% | 0.03% | +0.01 |
| EIX Edison International | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +3.2% | 0.17% | +0.01 |
| NOC Northrop Grumman Corp. | New | 0.01% | +0.01 |
| BA The Boeing Co. | Add +1.4% | 0.03% | +0.01 |
| RKLB Rocket Lab Corp. | New | 0.01% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +64.7% | 0.01% | +0.01 |
| URI United Rentals Inc. | Add +66.0% | 0.01% | +0.01 |
| SNOW Snowflake Inc. | New | 0.00% | +0.00 |
| HDV iShares Core High Dividend E | Add +24.6% | 0.03% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.00% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +53.6% | 0.01% | +0.00 |
| PWR Quanta Services Inc. | New | 0.00% | +0.00 |
| TTD Trade Desk Inc./the Class A | New | 0.00% | +0.00 |
| NOW ServiceNow Inc. | Add +0.3% | 0.02% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.7% | 0.05% | +0.00 |
| EW Edwards Lifesciences Corp. | New | 0.00% | +0.00 |
| BBJP JPMorgan Betabuilders Japan | New | 0.00% | +0.00 |
| EPI Wisdomtree India Earnings | New | 0.00% | +0.00 |
| SCHX Schwab US Large-Cap ETF | New | 0.00% | +0.00 |
| SCHM Schwab US Mid Cap ETF | New | 0.00% | +0.00 |
| WSM Williams-Sonoma Inc. | New | 0.00% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +5.7% | 0.02% | +0.00 |
Options Activity Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | put | Sold out | 17,000 | $9.1Mbefore exit |
| JNJ Johnson & Johnson | put | Sold out | 12,000 | $2.0Mbefore exit |
| BX Blackstone Inc. | put | Sold out | 12,000 | $1.7Mbefore exit |
| NVDA Nvidia Corp. | put | Sold out | 15,000 | $1.6Mbefore exit |
| AMZN Amazon.com Inc. | put | Sold out | 5,000 | $951Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |