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 |
|---|---|---|---|---|---|
| 301 | TELTE CONNECTIVITY PLC | 2,775 | $392.2M | 6.30% | |
| 302 | BBYBEST BUY INC | 5,325 | $392.0M | 6.30% | |
| 303 | CMICUMMINS INC | 1,234 | $386.8M | 6.21% | |
| 304 | WTMWHITE MTNS INS GROUP LTD | 200 | $385.2M | 6.19% | |
| 305 | ANAUTONATION INC | 2,368 | $383.4M | 6.16% | |
| 306 | GLNGGOLAR LNG LTD | 10,000 | $379.9M | 6.10% | |
| 307 | MKLMARKEL GROUP INC | 203 | $379.5M | 6.10% | |
| 308 | ZBHZIMMER BIOMET HOLDINGS INC | 3,342 | $378.2M | 6.08% | |
| 309 | LRCXLAM RESEARCH CORP | 5,154 | $374.7M | 6.02% | |
| 310 | BALLBALL CORP | 7,183 | $374.0M | 6.01% | |
| 311 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,460 | $372.5M | 5.98% | |
| 312 | EXPEEXPEDIA GROUP INC | 2,207 | $371.0M | 5.96% | |
| 313 | AEEAMEREN CORP | 3,600 | $361.4M | 5.81% | |
| 314 | PRMPERIMETER SOLUTIONS INC | 35,000 | $352.4M | 5.66% | |
| 315 | ROKROCKWELL AUTOMATION INC | 1,363 | $352.2M | 5.66% | |
| 316 | EVREVERCORE INC | 1,720 | $343.5M | 5.52% | |
| 317 | —ARES ACQUISITION CORP II | 30,543 | $340.6M | 5.47% | |
| 318 | RJFRAYMOND JAMES FINL INC | 2,428 | $337.3M | 5.42% | |
| 319 | URIUNITED RENTALS INC | 538 | $337.2M | 5.42% | |
| 320 | DFACDIMENSIONAL ETF TRUST | 10,182 | $335.9M | 5.40% | |
| 321 | ACGLARCH CAP GROUP LTD | 3,450 | $331.8M | 5.33% | |
| 322 | BKBANK NEW YORK MELLON CORP | 3,913 | $328.2M | 5.27% | |
| 323 | MUMICRON TECHNOLOGY INC | 3,751 | $325.9M | 5.24% | |
| 324 | VBRVANGUARD INDEX FDS | 1,712 | $318.9M | 5.12% | |
| 325 | AGZISHARES TR | 2,885 | $315.7M | 5.07% | |
| 326 | HACKAMPLIFY ETF TR | 4,360 | $313.0M | 5.03% | |
| 327 | TRVCCITIGROUP INC | 4,378 | $310.8M | 4.99% | |
| 328 | SIVRABRDN SILVER ETF TRUST | 9,500 | $308.8M | 4.96% | |
| 329 | VGITVANGUARD SCOTTSDALE FDS | 5,197 | $308.7M | 4.96% | |
| 330 | SDYSPDR SER TR | 2,267 | $307.7M | 4.94% | |
| 331 | DGXQUEST DIAGNOSTICS INC | 1,805 | $305.4M | 4.91% | |
| 332 | AESAES CORP | 24,394 | $303.0M | 4.87% | |
| 333 | VXFVANGUARD INDEX FDS | 1,755 | $302.3M | 4.86% | |
| 334 | KKRKKR & CO INC | 2,602 | $300.8M | 4.83% | |
| 335 | BAMBROOKFIELD ASSET MANAGMT LTD | 6,196 | $300.2M | 4.82% | |
| 336 | AQLTISHARES TR | 13,031 | $299.5M | 4.81% | |
| 337 | EMNEASTMAN CHEM CO | 3,385 | $298.3M | 4.79% | |
| 338 | SSFSENSIENT TECHNOLOGIES CORP | 4,000 | $297.7M | 4.78% | |
| 339 | BIIBBIOGEN INC | 2,142 | $293.1M | 4.71% | |
| 340 | HOODROBINHOOD MKTS INC | 6,991 | $291.0M | 4.67% | |
| 341 | FEZSPDR INDEX SHS FDS | 5,230 | $284.6M | 4.57% | |
| 342 | TPRTAPESTRY INC | 4,002 | $281.8M | 4.53% | |
| 343 | SNPSSYNOPSYS INC | 655 | $280.9M | 4.51% | |
| 344 | ACHRARCHER AVIATION INC | 38,750 | $275.5M | 4.43% | |
| 345 | HIGHARTFORD INSURANCE GROUP INC | 2,213 | $273.8M | 4.40% | |
| 346 | HEHAWAIIAN ELEC INDUSTRIES | 25,000 | $273.8M | 4.40% | |
| 347 | LQDISHARES TR | 2,516 | $273.5M | 4.39% | |
| 348 | OKEONEOK INC NEW | 2,739 | $271.8M | 4.37% | |
| 349 | USMVISHARES TR | 2,864 | $268.2M | 4.31% | |
| 350 | IUSBISHARES TR | 5,811 | $267.8M | 4.30% | |
| 351 | TECHBIO-TECHNE CORP | 4,561 | $267.4M | 4.30% | |
| 352 | SPOTSPOTIFY TECHNOLOGY S A | 486 | $267.3M | 4.29% | |
| 353 | JCIJOHNSON CTLS INTL PLC | 3,304 | $264.7M | 4.25% | |
| 354 | SPYDSPDR SER TR | 5,969 | $264.2M | 4.24% | |
| 355 | ELVELEVANCE HEALTH INC | 596 | $259.2M | 4.16% | |
| 356 | —NABORS ENERGY TRANSITION COR | 23,480 | $257.1M | 4.13% | |
| 357 | HALOHALOZYME THERAPEUTICS INC | 4,000 | $255.2M | 4.10% | |
| 358 | ICFISHARES TR | 4,101 | $252.3M | 4.05% | |
| 359 | ETRENTERGY CORP NEW | 2,924 | $250.0M | 4.02% | |
| 360 | BBCAJ P MORGAN EXCHANGE TRADED F | 3,487 | $249.5M | 4.01% | |
| 361 | JOBYJOBY AVIATION INC | 40,486 | $243.7M | 3.92% | |
| 362 | GGGGRACO INC | 2,888 | $241.2M | 3.87% | |
| 363 | VTIPVANGUARD MALVERN FDS | 4,830 | $241.0M | 3.87% | |
| 364 | IDEVISHARES TR | 3,491 | $240.5M | 3.86% | |
| 365 | VMCVULCAN MATLS CO | 1,028 | $239.8M | 3.85% | |
| 366 | CSLCARLISLE COS INC | 700 | $238.3M | 3.83% | |
| 367 | DOWDOW INC | 6,820 | $238.2M | 3.83% | |
| 368 | HSICHENRY SCHEIN INC | 3,449 | $236.2M | 3.79% | |
| 369 | CTVACORTEVA INC | 3,746 | $235.7M | 3.79% | |
| 370 | VONGVANGUARD SCOTTSDALE FDS | 2,516 | $233.5M | 3.75% | |
| 371 | KRKROGER CO | 3,432 | $232.3M | 3.73% | |
| 372 | GTLSCHART INDS INC | 1,599 | $230.8M | 3.71% | |
| 373 | BAXBAXTER INTL INC | 6,711 | $229.7M | 3.69% | |
| 374 | SLGSL GREEN RLTY CORP | 3,972 | $229.2M | 3.68% | |
| 375 | XYLXYLEM INC | 1,900 | $227.0M | 3.65% | |
| 376 | ADSKAUTODESK INC | 866 | $226.7M | 3.64% | |
| 377 | WLYWILEY JOHN & SONS INC | 5,060 | $225.5M | 3.62% | |
| 378 | FNDFSCHWAB STRATEGIC TR | 6,186 | $223.6M | 3.59% | |
| 379 | CEGCONSTELLATION ENERGY CORP | 1,099 | $221.6M | 3.56% | |
| 380 | SOLVSOLVENTUM CORP | 2,897 | $220.3M | 3.54% | |
| 381 | COLBCOLUMBIA BKG SYS INC | 8,647 | $215.7M | 3.46% | |
| 382 | CITCINTAS CORP | 1,048 | $215.4M | 3.46% | |
| 383 | DDOMINION ENERGY INC | 3,762 | $210.9M | 3.39% | |
| 384 | NVRNVR INC | 29 | $210.1M | 3.37% | |
| 385 | GDXVANECK ETF TRUST | 4,563 | $209.8M | 3.37% | |
| 386 | VHTVANGUARD WORLD FD | 788 | $208.6M | 3.35% | |
| 387 | IEIISHARES TR | 1,760 | $207.9M | 3.34% | |
| 388 | METMETLIFE INC | 2,570 | $206.3M | 3.31% | |
| 389 | AG8AGILENT TECHNOLOGIES INC | 1,763 | $206.2M | 3.31% | |
| 390 | LHLABCORP HOLDINGS INC | 884 | $205.7M | 3.31% | |
| 391 | BIPBROOKFIELD INFRAST PARTNERS | 6,896 | $205.4M | 3.30% | |
| 392 | AGGISHARES TR | 2,045 | $202.3M | 3.25% | |
| 393 | ACUACME UTD CORP | 5,100 | $202.0M | 3.25% | |
| 394 | WEXWEX INC | 1,286 | $201.9M | 3.24% | |
| 395 | KNCTINVESCO EXCHANGE TRADED FD T | 2,000 | $201.0M | 3.23% | |
| 396 | HYACHAYMAKER ACQUISITION CORP IV | 17,780 | $195.4M | 3.14% | |
| 397 | ALFCENTURION ACQUISITION CORP | 15,400 | $157.7M | 2.53% | |
| 398 | LEGTLEGATO MERGER CORP III | 14,300 | $150.0M | 2.41% | |
| 399 | RIOTRIOT PLATFORMS INC | 20,000 | $142.4M | 2.29% | |
| 400 | ANSCAGRICULTURE & NAT SOL ACQ CO | 12,689 | $135.4M | 2.17% |