Evercore Wealth Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$6.2B
Holdings
411
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (411 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | IEMGISHARES INC | 22,896 | $1.2B | 19.85% | |
| 202 | BACVERIZON COMMUNICATIONS INC | 26,177 | $1.2B | 19.07% | |
| 203 | EQIXEQUINIX INC | 1,440 | $1.2B | 18.86% | |
| 204 | ADIANALOG DEVICES INC | 5,772 | $1.2B | 18.70% | |
| 205 | VOOVVANGUARD ADMIRAL FDS INC | 6,304 | $1.2B | 18.65% | |
| 206 | SLVISHARES SILVER TR | 37,058 | $1.1B | 18.45% | |
| 207 | SOSOUTHERN CO | 12,416 | $1.1B | 18.34% | |
| 208 | ENBENBRIDGE INC | 24,579 | $1.1B | 17.50% | |
| 209 | BSXBOSTON SCIENTIFIC CORP | 10,534 | $1.1B | 17.07% | |
| 210 | PWVINVESCO EXCHANGE TRADED FD T | 17,782 | $1.1B | 17.00% | |
| 211 | USBUS BANCORP DEL | 24,984 | $1.1B | 16.95% | |
| 212 | TPLTEXAS PACIFIC LAND CORPORATI | 776 | $1.0B | 16.52% | |
| 213 | VRTXVERTEX PHARMACEUTICALS INC | 2,101 | $1.0B | 16.36% | |
| 214 | LHXL3HARRIS TECHNOLOGIES INC | 4,807 | $1.0B | 16.16% | |
| 215 | XARSPDR SER TR | 6,123 | $983.9M | 15.81% | |
| 216 | DPZDOMINOS PIZZA INC | 2,128 | $977.7M | 15.71% | |
| 217 | DEDEERE & CO | 2,076 | $974.4M | 15.65% | |
| 218 | SPHSUBURBAN PROPANE PARTNERS L | 45,438 | $954.7M | 15.34% | |
| 219 | NOWSERVICENOW INC | 1,196 | $952.2M | 15.30% | |
| 220 | SCHGSCHWAB STRATEGIC TR | 37,120 | $929.5M | 14.93% | |
| 221 | ETNEATON CORP PLC | 3,298 | $896.5M | 14.40% | |
| 222 | EDCONSOLIDATED EDISON INC | 8,041 | $889.3M | 14.29% | |
| 223 | GDGENERAL DYNAMICS CORP | 3,262 | $889.2M | 14.28% | |
| 224 | GEVGE VERNOVA INC | 2,899 | $885.0M | 14.22% | |
| 225 | REGNREGENERON PHARMACEUTICALS | 1,373 | $870.8M | 13.99% | |
| 226 | BKNGBOOKING HOLDINGS INC | 187 | $861.5M | 13.84% | |
| 227 | EEMISHARES TR | 19,661 | $859.2M | 13.80% | |
| 228 | BDXBECTON DICKINSON & CO | 3,708 | $849.4M | 13.64% | |
| 229 | IBITISHARES BITCOIN TRUST ETF | 18,046 | $844.7M | 13.57% | |
| 230 | STESTERIS PLC | 3,696 | $837.7M | 13.46% | |
| 231 | LINLINDE PLC | 1,779 | $828.4M | 13.31% | |
| 232 | AMDADVANCED MICRO DEVICES INC | 7,874 | $809.0M | 13.00% | |
| 233 | PRFINVESCO EXCHANGE TRADED FD T | 19,658 | $794.4M | 12.76% | |
| 234 | GLWCORNING INC | 17,248 | $789.6M | 12.68% | |
| 235 | MCXMCCORMICK & CO INC | 9,532 | $784.6M | 12.60% | |
| 236 | MOALTRIA GROUP INC | 12,866 | $772.2M | 12.41% | |
| 237 | GBDCGOLUB CAP BDC INC | 49,250 | $745.6M | 11.98% | |
| 238 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 9,591 | $733.7M | 11.79% | |
| 239 | DONSPDR DOW JONES INDL AVERAGE | 1,712 | $718.8M | 11.55% | |
| 240 | CITHE CIGNA GROUP | 2,170 | $713.9M | 11.47% | |
| 241 | DDDUPONT DE NEMOURS INC | 9,555 | $713.6M | 11.46% | |
| 242 | MCOMOODYS CORP | 1,504 | $700.4M | 11.25% | |
| 243 | XBISPDR SER TR | 8,492 | $688.7M | 11.06% | |
| 244 | VNQVANGUARD INDEX FDS | 7,544 | $683.0M | 10.97% | |
| 245 | ABGCENCORA INC | 2,440 | $678.5M | 10.90% | |
| 246 | GWWGRAINGER W W INC | 681 | $672.7M | 10.81% | |
| 247 | VRSKVERISK ANALYTICS INC | 2,260 | $672.6M | 10.81% | |
| 248 | IWNISHARES TR | 4,449 | $671.7M | 10.79% | |
| 249 | MSIMOTOROLA SOLUTIONS INC | 1,525 | $667.7M | 10.73% | |
| 250 | DFAXDIMENSIONAL ETF TRUST | 25,000 | $655.0M | 10.52% | |
| 251 | PSAPUBLIC STORAGE OPER CO | 2,163 | $647.5M | 10.40% | |
| 252 | PANWPALO ALTO NETWORKS INC | 3,784 | $645.7M | 10.37% | |
| 253 | JEFJEFFERIES FINL GROUP INC | 11,963 | $640.9M | 10.30% | |
| 254 | OBDCBLUE OWL CAPITAL CORPORATION | 43,100 | $631.8M | 10.15% | |
| 255 | AWCAMERICAN WTR WKS CO INC NEW | 4,220 | $622.5M | 10.00% | |
| 256 | INTUINTUIT | 979 | $601.1M | 9.66% | |
| 257 | SLBSCHLUMBERGER LTD | 14,111 | $589.9M | 9.48% | |
| 258 | EFGISHARES TR | 5,877 | $587.7M | 9.44% | |
| 259 | DHID R HORTON INC | 4,572 | $581.2M | 9.34% | |
| 260 | MSCIMSCI INC | 999 | $564.9M | 9.08% | |
| 261 | EXEEXPAND ENERGY CORPORATION | 5,035 | $560.5M | 9.00% | |
| 262 | ANETARISTA NETWORKS INC | 7,203 | $558.1M | 8.97% | |
| 263 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,334 | $533.3M | 8.57% | |
| 264 | ISRGINTUITIVE SURGICAL INC | 1,057 | $523.5M | 8.41% | |
| 265 | VTVVANGUARD INDEX FDS | 3,025 | $522.5M | 8.39% | |
| 266 | TFCTRUIST FINL CORP | 12,613 | $519.0M | 8.34% | |
| 267 | GDXJVANECK ETF TRUST | 8,975 | $513.4M | 8.25% | |
| 268 | VYMVANGUARD WHITEHALL FDS | 3,981 | $513.4M | 8.25% | |
| 269 | A4SAMERIPRISE FINL INC | 1,060 | $513.2M | 8.24% | |
| 270 | NSCNORFOLK SOUTHN CORP | 2,143 | $507.6M | 8.15% | |
| 271 | KLACKLA CORP | 742 | $504.4M | 8.10% | |
| 272 | RNRRENAISSANCERE HLDGS LTD | 2,067 | $496.1M | 7.97% | |
| 273 | IFFINTERNATIONAL FLAVORS&FRAGRA | 6,390 | $495.9M | 7.97% | |
| 274 | APDAIR PRODS & CHEMS INC | 1,659 | $489.3M | 7.86% | |
| 275 | SCHDSCHWAB STRATEGIC TR | 16,709 | $467.2M | 7.51% | |
| 276 | COINCOINBASE GLOBAL INC | 2,700 | $465.0M | 7.47% | |
| 277 | MUBISHARES TR | 4,297 | $453.1M | 7.28% | |
| 278 | GISGENERAL MLS INC | 7,525 | $449.9M | 7.23% | |
| 279 | CSXCSX CORP | 15,233 | $448.3M | 7.20% | |
| 280 | RSGREPUBLIC SVCS INC | 1,846 | $447.0M | 7.18% | |
| 281 | CMECME GROUP INC | 1,677 | $444.9M | 7.15% | |
| 282 | KVUEKENVUE INC | 18,504 | $443.7M | 7.13% | |
| 283 | MLMMARTIN MARIETTA MATLS INC | 928 | $443.7M | 7.13% | |
| 284 | TTTRANE TECHNOLOGIES PLC | 1,316 | $443.4M | 7.12% | |
| 285 | WWDWOODWARD INC | 2,359 | $430.5M | 6.92% | |
| 286 | FNDASCHWAB STRATEGIC TR | 15,565 | $426.3M | 6.85% | |
| 287 | WABWABTEC | 2,335 | $423.5M | 6.80% | |
| 288 | IMXIINTERNATIONAL MNY EXPRESS IN | 33,158 | $418.5M | 6.72% | |
| 289 | MPCMARATHON PETE CORP | 2,865 | $417.4M | 6.71% | |
| 290 | SPTMSPDR SER TR | 6,111 | $415.6M | 6.68% | |
| 291 | ROOTROOT INC | 3,093 | $412.7M | 6.63% | |
| 292 | IWPISHARES TR | 3,499 | $411.1M | 6.60% | |
| 293 | WBSWEBSTER FINL CORP | 7,946 | $409.6M | 6.58% | |
| 294 | APOAPOLLO GLOBAL MGMT INC | 2,981 | $408.2M | 6.56% | |
| 295 | FQIDIGITAL RLTY TR INC | 2,847 | $407.9M | 6.55% | |
| 296 | GBTCGRAYSCALE BITCOIN TRUST ETF | 6,250 | $407.3M | 6.54% | |
| 297 | STTSTATE STR CORP | 4,520 | $404.7M | 6.50% | |
| 298 | IWOISHARES TR | 1,560 | $398.6M | 6.40% | |
| 299 | ALSALLSTATE CORP | 1,915 | $396.5M | 6.37% | |
| 300 | SHOPSHOPIFY INC | 4,140 | $395.3M | 6.35% |