Evercore Wealth Management, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$5.0B
Holdings
405
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (405 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VVVANGUARD INDEX FDS | 21,147 | $4.0B | 78.76% | |
| 102 | WMTWALMART INC | 26,439 | $3.9B | 77.72% | |
| 103 | INTCINTEL CORP | 118,708 | $3.9B | 77.32% | |
| 104 | MPLXMPLX LP | 112,053 | $3.9B | 76.96% | |
| 105 | VTIVANGUARD INDEX FDS | 18,573 | $3.8B | 75.57% | |
| 106 | HONHONEYWELL INTL INC | 19,789 | $3.8B | 75.40% | |
| 107 | EMREMERSON ELEC CO | 42,808 | $3.7B | 74.37% | |
| 108 | HDVISHARES TR | 36,556 | $3.7B | 74.09% | |
| 109 | ECLECOLAB INC | 22,191 | $3.7B | 73.23% | |
| 110 | IVEISHARES TR | 24,075 | $3.7B | 72.84% | |
| 111 | XOPSPDR SER TR | 28,310 | $3.6B | 72.01% | |
| 112 | IVWISHARES TR | 54,550 | $3.5B | 69.48% | |
| 113 | SONSONOCO PRODS CO | 56,603 | $3.5B | 68.83% | |
| 114 | 4I1PHILIP MORRIS INTL INC | 35,029 | $3.4B | 67.91% | |
| 115 | LBTYBLIBERTY GLOBAL PLC | 160,000 | $3.3B | 65.01% | |
| 116 | NDQINVESCO QQQ TR | 10,141 | $3.3B | 64.88% | |
| 117 | VOVANGUARD INDEX FDS | 15,140 | $3.2B | 63.66% | |
| 118 | IBMINTERNATIONAL BUSINESS MACHS | 24,271 | $3.2B | 63.43% | |
| 119 | DUKDUKE ENERGY CORP NEW | 32,117 | $3.1B | 61.77% | |
| 120 | QCOMQUALCOMM INC | 24,116 | $3.1B | 61.34% | |
| 121 | DYHTARGET CORP | 18,495 | $3.1B | 61.07% | |
| 122 | IJRISHARES TR | 31,510 | $3.0B | 60.74% | |
| 123 | PGRPROGRESSIVE CORP | 20,939 | $3.0B | 59.72% | |
| 124 | APHAMPHENOL CORP NEW | 36,492 | $3.0B | 59.45% | |
| 125 | CHTRCHARTER COMMUNICATIONS INC N | 8,127 | $2.9B | 57.94% | |
| 126 | AFLAFLAC INC | 45,016 | $2.9B | 57.90% | |
| 127 | ORLYOREILLY AUTOMOTIVE INC | 3,317 | $2.8B | 56.14% | |
| 128 | BABOEING CO | 13,072 | $2.8B | 55.36% | |
| 129 | IDXXIDEXX LABS INC | 5,537 | $2.8B | 55.20% | |
| 130 | GTLSCHART INDS INC | 21,860 | $2.7B | 54.65% | |
| 131 | NETCLOUDFLARE INC | 42,500 | $2.6B | 52.24% | |
| 132 | CSRCENTERSPACE | 47,841 | $2.6B | 52.10% | |
| 133 | VUGVANGUARD INDEX FDS | 10,448 | $2.6B | 51.96% | |
| 134 | CLCOLGATE PALMOLIVE CO | 34,480 | $2.6B | 51.66% | |
| 135 | CARRCARRIER GLOBAL CORPORATION | 56,568 | $2.6B | 51.59% | |
| 136 | MMM3M CO | 24,532 | $2.6B | 51.41% | |
| 137 | MDTMEDTRONIC PLC | 31,516 | $2.5B | 50.65% | |
| 138 | GLDMWORLD GOLD TR | 64,063 | $2.5B | 49.95% | |
| 139 | AXPAMERICAN EXPRESS CO | 15,119 | $2.5B | 49.72% | |
| 140 | AQLTISHARES TR | 20,667 | $2.4B | 48.28% | |
| 141 | ZTSZOETIS INC | 14,166 | $2.4B | 47.00% | |
| 142 | OTISOTIS WORLDWIDE CORP | 27,783 | $2.3B | 46.75% | |
| 143 | XLFSELECT SECTOR SPDR TR | 71,737 | $2.3B | 45.98% | |
| 144 | DPZDOMINOS PIZZA INC | 6,959 | $2.3B | 45.76% | |
| 145 | CATCATERPILLAR INC | 9,747 | $2.2B | 44.47% | |
| 146 | AAXJISHARES TR | 32,014 | $2.2B | 43.32% | |
| 147 | TMUST-MOBILE US INC | 14,908 | $2.2B | 43.05% | |
| 148 | JJACOBS SOLUTIONS INC | 18,299 | $2.2B | 42.87% | |
| 149 | MDLZMONDELEZ INTL INC | 30,515 | $2.1B | 42.41% | |
| 150 | IWDISHARES TR | 13,820 | $2.1B | 41.95% | |
| 151 | AVGOBROADCOM INC | 3,232 | $2.1B | 41.34% | |
| 152 | LMTLOCKHEED MARTIN CORP | 4,288 | $2.0B | 40.41% | |
| 153 | SCHGSCHWAB STRATEGIC TR | 30,392 | $2.0B | 39.49% | |
| 154 | XLBSELECT SECTOR SPDR TR | 23,523 | $1.9B | 37.83% | |
| 155 | ICEINTERCONTINENTAL EXCHANGE IN | 17,679 | $1.8B | 36.76% | |
| 156 | IWRISHARES TR | 26,356 | $1.8B | 36.74% | |
| 157 | SYYSYSCO CORP | 23,675 | $1.8B | 36.45% | |
| 158 | NXPINXP SEMICONDUCTORS N V | 9,637 | $1.8B | 35.83% | |
| 159 | TRVTRAVELERS COMPANIES INC | 10,460 | $1.8B | 35.74% | |
| 160 | USBUS BANCORP DEL | 48,922 | $1.8B | 35.16% | |
| 161 | ATRAPTARGROUP INC | 14,860 | $1.8B | 35.01% | |
| 162 | GSGOLDMAN SACHS GROUP INC | 5,285 | $1.7B | 34.46% | |
| 163 | XLISELECT SECTOR SPDR TR | 16,828 | $1.7B | 33.94% | |
| 164 | PECOPHILLIPS EDISON & CO INC | 52,156 | $1.7B | 33.92% | |
| 165 | XLESELECT SECTOR SPDR TR | 20,490 | $1.7B | 33.83% | |
| 166 | VIGVANGUARD SPECIALIZED FUNDS | 10,799 | $1.7B | 33.16% | |
| 167 | VTVVANGUARD INDEX FDS | 11,775 | $1.6B | 32.42% | |
| 168 | XLFISELECT SECTOR SPDR TR | 21,141 | $1.6B | 31.49% | |
| 169 | EEMISHARES TR | 39,908 | $1.6B | 31.39% | |
| 170 | XLYSELECT SECTOR SPDR TR | 10,310 | $1.5B | 30.74% | |
| 171 | IWNISHARES TR | 11,153 | $1.5B | 30.47% | |
| 172 | BBYBEST BUY INC | 19,488 | $1.5B | 30.41% | |
| 173 | XLRESELECT SECTOR SPDR TR | 40,795 | $1.5B | 30.40% | |
| 174 | GILDGILEAD SCIENCES INC | 18,046 | $1.5B | 29.85% | |
| 175 | KMBKIMBERLY-CLARK CORP | 11,023 | $1.5B | 29.50% | |
| 176 | WFCWELLS FARGO CO NEW | 39,347 | $1.5B | 29.32% | |
| 177 | DOVDOVER CORP | 9,490 | $1.4B | 28.75% | |
| 178 | NFLXNETFLIX INC | 4,158 | $1.4B | 28.64% | |
| 179 | COPCONOCOPHILLIPS | 14,217 | $1.4B | 28.12% | |
| 180 | MRSHMARSH & MCLENNAN COS INC | 8,369 | $1.4B | 27.79% | |
| 181 | AQLTISHARES TR | 20,783 | $1.4B | 27.70% | |
| 182 | VMWEURVMWARE INC | 11,102 | $1.4B | 27.63% | |
| 183 | YUMYUM BRANDS INC | 10,459 | $1.4B | 27.54% | |
| 184 | KHCKRAFT HEINZ CO | 34,690 | $1.3B | 26.74% | |
| 185 | SPGIS&P GLOBAL INC | 3,871 | $1.3B | 26.61% | |
| 186 | REGNREGENERON PHARMACEUTICALS | 1,612 | $1.3B | 26.41% | |
| 187 | EFGISHARES TR | 13,920 | $1.3B | 26.00% | |
| 188 | GEGENERAL ELECTRIC CO | 13,489 | $1.3B | 25.71% | |
| 189 | IJJISHARES TR | 12,237 | $1.3B | 25.07% | |
| 190 | VGTVANGUARD WORLD FDS | 3,254 | $1.3B | 25.00% | |
| 191 | DBEFDBX ETF TR | 35,624 | $1.3B | 25.00% | |
| 192 | PRFZINVESCO EXCHANGE TRADED FD T | 7,582 | $1.2B | 24.87% | |
| 193 | GDGENERAL DYNAMICS CORP | 5,271 | $1.2B | 23.98% | |
| 194 | PSXPHILLIPS 66 | 11,774 | $1.2B | 23.80% | |
| 195 | SOSOUTHERN CO | 17,131 | $1.2B | 23.76% | |
| 196 | PAYXPAYCHEX INC | 10,385 | $1.2B | 23.72% | |
| 197 | SUSAISHARES TR | 13,512 | $1.2B | 23.64% | |
| 198 | METAMETA PLATFORMS INC | 5,565 | $1.2B | 23.51% | |
| 199 | MARMARRIOTT INTL INC NEW | 7,094 | $1.2B | 23.48% | |
| 200 | PNCPNC FINL SVCS GROUP INC | 9,222 | $1.2B | 23.37% |