Evercore Wealth Management, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$6.2T

Holdings

411

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (411 positions)

#StockSharesValue% PortfolioType
101
RPMRPM INTL INC
38,300$4.4B0.07%
102
CHDCHURCH & DWIGHT CO INC
39,985$4.4B0.07%
103
NFLXNETFLIX INC
4,482$4.2B0.07%
104
AFLAFLAC INC
37,481$4.2B0.07%
105
UPSUNITED PARCEL SERVICE INC
37,226$4.1B0.07%
106
DISDISNEY WALT CO
41,469$4.1B0.07%
107
APHAMPHENOL CORP NEW
61,980$4.1B0.07%
108
ORLYOREILLY AUTOMOTIVE INC
2,827$4.0B0.07%
109
NKENIKE INC
63,278$4.0B0.06%
110
VUGVANGUARD INDEX FDS
10,802$4.0B0.06%
111
METAMETA PLATFORMS INC
6,882$4.0B0.06%
112
4I1PHILIP MORRIS INTL INC
24,797$3.9B0.06%
113
EMREMERSON ELEC CO
35,635$3.9B0.06%
114
IJRISHARES TR
36,625$3.8B0.06%
115
HONHONEYWELL INTL INC
18,055$3.8B0.06%
116
GLDMWORLD GOLD TR
61,210$3.8B0.06%
117
NETCLOUDFLARE INC
33,500$3.8B0.06%
118
VVVANGUARD INDEX FDS
14,607$3.8B0.06%
119
AXPAMERICAN EXPRESS CO
13,827$3.7B0.06%
120
VOVANGUARD INDEX FDS
14,356$3.7B0.06%
121
XLFSELECT SECTOR SPDR TR
72,036$3.6B0.06%
122
PFEPFIZER INC
134,003$3.4B0.05%
123
CARRCARRIER GLOBAL CORPORATION
52,985$3.4B0.05%
124
QCOMQUALCOMM INC
21,804$3.3B0.05%
125
SBUXSTARBUCKS CORP
33,750$3.3B0.05%
126
IVEISHARES TR
16,837$3.2B0.05%
127
CATCATERPILLAR INC
9,484$3.1B0.05%
128
BACBANK AMERICA CORP
73,709$3.1B0.05%
129
DUKDUKE ENERGY CORP NEW
24,836$3.0B0.05%
130
CSRCENTERSPACE
46,771$3.0B0.05%
131
ICEINTERCONTINENTAL EXCHANGE IN
17,481$3.0B0.05%
132
PLTRPALANTIR TECHNOLOGIES INC
35,361$3.0B0.05%
133
TRVTRAVELERS COMPANIES INC
10,914$2.9B0.05%
134
MTDMETTLER TOLEDO INTERNATIONAL
2,421$2.9B0.05%
135
TMUST-MOBILE US INC
10,662$2.8B0.05%
136
GSGOLDMAN SACHS GROUP INC
5,168$2.8B0.05%
137
OTISOTIS WORLDWIDE CORP
27,064$2.8B0.04%
138
IWRISHARES TR
32,197$2.7B0.04%
139
WFCWELLS FARGO CO NEW
36,826$2.6B0.04%
140
CLCOLGATE PALMOLIVE CO
26,913$2.5B0.04%
141
IDXXIDEXX LABS INC
5,944$2.5B0.04%
142
CECELANESE CORP DEL
42,385$2.4B0.04%
143
VIGVANGUARD SPECIALIZED FUNDS
12,387$2.4B0.04%
144
IWDISHARES TR
12,233$2.3B0.04%
145
MDTMEDTRONIC PLC
25,521$2.3B0.04%
146
XLYSELECT SECTOR SPDR TR
11,200$2.2B0.04%
147
XLCSELECT SECTOR SPDR TR
22,848$2.2B0.04%
148
XLISELECT SECTOR SPDR TR
16,582$2.2B0.03%
149
GEGE AEROSPACE
10,641$2.1B0.03%
150
ZTSZOETIS INC
12,910$2.1B0.03%
151
YUMYUM BRANDS INC
13,439$2.1B0.03%
152
MDLZMONDELEZ INTL INC
30,566$2.1B0.03%
153
BWABORGWARNER INC
71,006$2.0B0.03%
154
MRSHMARSH & MCLENNAN COS INC
8,095$2.0B0.03%
155
SONSONOCO PRODS CO
41,446$2.0B0.03%
156
AAXJISHARES TR
26,454$2.0B0.03%
157
LMTLOCKHEED MARTIN CORP
4,372$2.0B0.03%
158
MMM3M CO
13,295$2.0B0.03%
159
AQLTISHARES TR
14,488$1.9B0.03%
160
XLFISELECT SECTOR SPDR TR
22,771$1.9B0.03%
161
ATRAPTARGROUP INC
12,377$1.8B0.03%
162
XLBSELECT SECTOR SPDR TR
21,103$1.8B0.03%
163
VGTVANGUARD WORLD FD
3,175$1.7B0.03%
164
XOPSPDR SER TR
13,008$1.7B0.03%
165
MARMARRIOTT INTL INC NEW
7,168$1.7B0.03%
166
GILDGILEAD SCIENCES INC
14,950$1.7B0.03%
167
SPGIS&P GLOBAL INC
3,279$1.7B0.03%
168
BABOEING CO
9,708$1.7B0.03%
169
AQLTISHARES TR
21,845$1.7B0.03%
170
AJGGALLAGHER ARTHUR J & CO
4,786$1.7B0.03%
171
SYYSYSCO CORP
21,760$1.6B0.03%
172
WMWASTE MGMT INC DEL
7,040$1.6B0.03%
173
OEFISHARES TR
6,000$1.6B0.03%
174
NXPINXP SEMICONDUCTORS N V
8,493$1.6B0.03%
175
HDVISHARES TR
13,094$1.6B0.03%
176
INTCINTEL CORP
69,010$1.6B0.03%
177
PHPARKER-HANNIFIN CORP
2,578$1.6B0.03%
178
PSXPHILLIPS 66
12,624$1.6B0.03%
179
SUSAISHARES TR
13,512$1.6B0.02%
180
BNBROOKFIELD CORP
29,462$1.5B0.02%
181
DBEFDBX ETF TR
35,624$1.5B0.02%
182
KMIKINDER MORGAN INC DEL
53,090$1.5B0.02%
183
JJACOBS SOLUTIONS INC
12,251$1.5B0.02%
184
DELLDELL TECHNOLOGIES INC
16,001$1.5B0.02%
185
PNCPNC FINL SVCS GROUP INC
8,132$1.4B0.02%
186
AYIACUITY INC
5,362$1.4B0.02%
187
DYHTARGET CORP
13,485$1.4B0.02%
188
PAYXPAYCHEX INC
9,058$1.4B0.02%
189
VGKVANGUARD INTL EQUITY INDEX F
19,882$1.4B0.02%
190
COPCONOCOPHILLIPS
13,154$1.4B0.02%
191
VTVANGUARD INTL EQUITY INDEX F
11,732$1.4B0.02%
192
COFCAPITAL ONE FINL CORP
7,563$1.4B0.02%
193
IWVISHARES TR
4,252$1.4B0.02%
194
KMBKIMBERLY-CLARK CORP
9,345$1.3B0.02%
195
PRFZINVESCO EXCHANGE TRADED FD T
35,020$1.3B0.02%
196
BMYBRISTOL-MYERS SQUIBB CO
21,655$1.3B0.02%
197
CMCSACOMCAST CORP NEW
35,633$1.3B0.02%
198
DOVDOVER CORP
7,333$1.3B0.02%
199
XLESELECT SECTOR SPDR TR
13,709$1.3B0.02%
200
T7DTRANSDIGM GROUP INC
906$1.3B0.02%
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