Evercore Wealth Management, LLC
CIK: 0001482689SEC EDGAR →
Portfolio Value
$6.8B
Holdings
420
As of
Q4 2025
New Positions
21
Closed Positions
14
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 1,576,554 | $427.0M | 6.26% |
| 2 | NVIDIA CORPORATION | 2,264,901 | $422.0M | 6.18% |
| 3 | MICROSOFT CORP | 811,533 | $391.0M | 5.73% |
| 4 | ALPHABET INC | 953,003 | $297.0M | 4.35% |
| 5 | AMAZON COM INC | 1,144,774 | $263.0M | 3.85% |
| 6 | ALPHABET INC | 751,368 | $234.0M | 3.43% |
| 7 | MASTERCARD INCORPORATED | 399,179 | $227.0M | 3.33% |
| 8 | MORGAN STANLEY | 1,216,602 | $214.0M | 3.14% |
| 9 | BLACKSTONE INC | 1,317,092 | $202.0M | 2.96% |
| 10 | JPMORGAN CHASE & CO. | 586,994 | $187.0M | 2.74% |
Quarterly Changes
New Positions (26)
$59.0M · 538K shares
$2.0M · 36K shares
$0 · 139K shares
$0 · 13K shares
$0 · 7K shares
$0 · 16K shares
$0 · 18K shares
$0 · 1K shares
$0 · 9K shares
$0 · 15K shares
$0 · 16K shares
$0 · 4K shares
$0 · 11K shares
$0 · 15K shares
MCKINLEY ACQUISITION CORP
$0 · 13K shares
$0 · 10K shares
$0 · 17K shares
$0 · 13K shares
$0 · 11K shares
$0 · 14K shares
$0 · 16K shares
$0 · 15K shares
$0 · 579 shares
$0 · 20K shares
$0 · 9K shares
$0 · 783 shares
Closed Positions (19)
$30.7M · 238K shares
$349K · 4K shares
$312K · 5K shares
$304K · 3K shares
$303K · 2K shares
$302K · 5K shares
$281K · 653 shares
$264K · 4K shares
$238K · 4K shares
$233K · 735 shares
$226K · 3K shares
$225K · 784 shares
$215K · 1K shares
$206K · 3K shares
$205K · 5K shares
$203K · 1K shares
$202K · 2K shares
$201K · 3K shares
NABORS ENERGY TRANSITION COR
$130K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 52 | $1.6B | 25.0% |
| Financial Services | 159 | $1.6B | 24.8% |
| Consumer Cyclical | 26 | $907.0M | 13.9% |
| Communication Services | 9 | $543.0M | 8.3% |
| Unknown | 23 | $489.0M | 7.5% |
| Industrials | 50 | $351.0M | 5.4% |
| Healthcare | 38 | $340.0M | 5.2% |
| Energy | 17 | $251.0M | 3.8% |
| Real Estate | 6 | $223.0M | 3.4% |
| Consumer Defensive | 16 | $128.0M | 2.0% |
| Basic Materials | 12 | $38.0M | 0.6% |
| Utilities | 12 | $16.0M | 0.2% |