Evercore Wealth Management, LLC Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$3.7T
Holdings
375
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (375 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 581,605 | $212.2B | 5.67% | |
| 2 | MSFTMICROSOFT CORP | 1,004,279 | $204.4B | 5.46% | |
| 3 | AMZNAMAZON COM INC | 57,943 | $159.9B | 4.27% | |
| 4 | MAMASTERCARD INCORPORATED | 467,817 | $138.3B | 3.70% | |
| 5 | TMOTHERMO FISHER SCIENTIFIC INC | 347,390 | $125.9B | 3.36% | |
| 6 | HDHOME DEPOT INC | 468,303 | $117.3B | 3.13% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 384,494 | $113.4B | 3.03% | |
| 8 | AMTAMERICAN TOWER CORP NEW | 423,339 | $109.5B | 2.92% | |
| 9 | BXBLACKSTONE GROUP INC | 1,713,532 | $97.1B | 2.59% | |
| 10 | ADBEADOBE INC | 208,822 | $90.9B | 2.43% | |
| 11 | ACNACCENTURE PLC IRELAND | 412,861 | $88.7B | 2.37% | |
| 12 | GOOGALPHABET INC | 56,654 | $80.1B | 2.14% | |
| 13 | ROPROPER TECHNOLOGIES INC | 195,252 | $75.8B | 2.03% | |
| 14 | ABTABBOTT LABS | 789,278 | $72.2B | 1.93% | |
| 15 | AZOAUTOZONE INC | 61,587 | $69.5B | 1.86% | |
| 16 | CBRECBRE GROUP INC | 1,451,515 | $65.6B | 1.75% | |
| 17 | GOOGLALPHABET INC | 45,099 | $64.0B | 1.71% | |
| 18 | DPZDOMINOS PIZZA INC | 166,283 | $61.4B | 1.64% | |
| 19 | DWDMORGAN STANLEY | 1,247,997 | $60.3B | 1.61% | |
| 20 | BLKCHFBLACKROCK INC | 107,341 | $58.4B | 1.56% | |
| 21 | TXNTEXAS INSTRS INC | 455,728 | $57.9B | 1.55% | |
| 22 | NKENIKE INC | 581,647 | $57.0B | 1.52% | |
| 23 | SSNCSS&C TECHNOLOGIES HLDGS INC | 960,852 | $54.3B | 1.45% | |
| 24 | CBCHUBB LIMITED | 425,241 | $53.8B | 1.44% | |
| 25 | AKXANSYS INC | 182,063 | $53.1B | 1.42% | |
| 26 | CECELANESE CORP DEL | 614,073 | $53.0B | 1.42% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 291,586 | $52.1B | 1.39% | |
| 28 | BBYBEST BUY INC | 582,377 | $50.8B | 1.36% | |
| 29 | DISDISNEY WALT CO | 453,458 | $50.6B | 1.35% | |
| 30 | CDWCDW CORP | 395,156 | $45.9B | 1.23% | |
| 31 | SPYSPDR S&P 500 ETF TR | 146,540 | $45.2B | 1.21% | |
| 32 | STZCONSTELLATION BRANDS INC | 252,137 | $44.1B | 1.18% | |
| 33 | JNJJOHNSON & JOHNSON | 310,274 | $43.6B | 1.17% | |
| 34 | EPSWISDOMTREE TR | 456,734 | $42.4B | 1.13% | |
| 35 | COSTCOSTCO WHSL CORP NEW | 131,046 | $39.7B | 1.06% | |
| 36 | IPGPIPG PHOTONICS CORP | 231,516 | $37.1B | 0.99% | |
| 37 | BWABORGWARNER INC | 980,870 | $34.6B | 0.92% | |
| 38 | AMATAPPLIED MATLS INC | 476,225 | $28.8B | 0.77% | |
| 39 | SHWSHERWIN WILLIAMS CO | 41,335 | $23.9B | 0.64% | |
| 40 | IVVISHARES TR | 73,037 | $22.6B | 0.60% | |
| 41 | PEPPEPSICO INC | 150,012 | $19.8B | 0.53% | |
| 42 | WRKUSDWESTROCK CO | 700,490 | $19.8B | 0.53% | |
| 43 | INTCINTEL CORP | 321,206 | $19.2B | 0.51% | |
| 44 | EFAISHARES TR | 311,365 | $19.0B | 0.51% | |
| 45 | IAUUSDISHARES GOLD TRUST | 1,109,465 | $18.9B | 0.50% | |
| 46 | CSCOCISCO SYS INC | 394,621 | $18.4B | 0.49% | |
| 47 | GLDSPDR GOLD TR | 96,879 | $16.2B | 0.43% | |
| 48 | JPMJPMORGAN CHASE & CO | 160,691 | $15.1B | 0.40% | |
| 49 | TJXTJX COS INC NEW | 298,391 | $15.1B | 0.40% | |
| 50 | CVXCHEVRON CORP NEW | 160,092 | $14.3B | 0.38% | |
| 51 | IWFISHARES TR | 74,053 | $14.2B | 0.38% | |
| 52 | IDXXIDEXX LABS INC | 41,816 | $13.8B | 0.37% | |
| 53 | VOOVANGUARD INDEX FDS | 47,527 | $13.5B | 0.36% | |
| 54 | VEAVANGUARD TAX-MANAGED FDS | 291,292 | $11.3B | 0.30% | |
| 55 | ADPAUTOMATIC DATA PROCESSING IN | 74,692 | $11.1B | 0.30% | |
| 56 | ABBVABBVIE INC | 109,437 | $10.7B | 0.29% | |
| 57 | PFEPFIZER INC | 321,836 | $10.5B | 0.28% | |
| 58 | IWBISHARES TR | 60,506 | $10.4B | 0.28% | |
| 59 | MRKMERCK & CO. INC | 134,296 | $10.4B | 0.28% | |
| 60 | LLYLILLY ELI & CO | 62,544 | $10.3B | 0.27% | |
| 61 | PGPROCTER AND GAMBLE CO | 82,092 | $9.8B | 0.26% | |
| 62 | UNPUNION PAC CORP | 53,834 | $9.1B | 0.24% | |
| 63 | RTXRAYTHEON TECHNOLOGIES CORP | 133,996 | $8.3B | 0.22% | |
| 64 | MDYSPDR S&P MIDCAP 400 ETF TR | 23,909 | $7.8B | 0.21% | |
| 65 | BACVERIZON COMMUNICATIONS INC | 139,126 | $7.7B | 0.20% | |
| 66 | IWMISHARES TR | 52,953 | $7.6B | 0.20% | |
| 67 | MCDMCDONALDS CORP | 38,227 | $7.1B | 0.19% | |
| 68 | SCHWSCHWAB CHARLES CORP | 206,456 | $7.0B | 0.19% | |
| 69 | AMGNAMGEN INC | 29,359 | $6.9B | 0.18% | |
| 70 | LOWLOWES COS INC | 49,664 | $6.7B | 0.18% | |
| 71 | CRMSALESFORCE COM INC | 35,552 | $6.7B | 0.18% | |
| 72 | ITWILLINOIS TOOL WKS INC | 36,679 | $6.4B | 0.17% | |
| 73 | VVISA INC | 33,097 | $6.4B | 0.17% | |
| 74 | ORCLORACLE CORP | 114,036 | $6.3B | 0.17% | |
| 75 | MMM3M CO | 39,451 | $6.2B | 0.16% | |
| 76 | UPSUNITED PARCEL SERVICE INC | 55,257 | $6.1B | 0.16% | |
| 77 | BMYBRISTOL-MYERS SQUIBB CO | 103,191 | $6.1B | 0.16% | |
| 78 | XOMEXXON MOBIL CORP | 135,583 | $6.1B | 0.16% | |
| 79 | SYKSTRYKER CORPORATION | 33,267 | $6.0B | 0.16% | |
| 80 | IGIBISHARES TR | 98,200 | $5.9B | 0.16% | |
| 81 | IJHISHARES TR | 33,126 | $5.9B | 0.16% | |
| 82 | CHDCHURCH & DWIGHT INC | 69,246 | $5.4B | 0.14% | |
| 83 | KOCOCA COLA CO | 116,389 | $5.2B | 0.14% | |
| 84 | CHKPCHECK POINT SOFTWARE TECH LT | 48,381 | $5.2B | 0.14% | |
| 85 | DHRDANAHER CORPORATION | 28,612 | $5.1B | 0.14% | |
| 86 | MCKMCKESSON CORP | 32,905 | $5.0B | 0.13% | |
| 87 | VBVANGUARD INDEX FDS | 34,379 | $5.0B | 0.13% | |
| 88 | VWOVANGUARD INTL EQUITY INDEX F | 121,988 | $4.8B | 0.13% | |
| 89 | AAXJISHARES TR | 66,839 | $4.6B | 0.12% | |
| 90 | ECLECOLAB INC | 21,963 | $4.4B | 0.12% | |
| 91 | NEENEXTERA ENERGY INC | 18,106 | $4.3B | 0.12% | |
| 92 | VEUVANGUARD INTL EQUITY INDEX F | 91,254 | $4.3B | 0.12% | |
| 93 | RPMRPM INTL INC | 52,507 | $3.9B | 0.11% | |
| 94 | SBUXSTARBUCKS CORP | 49,937 | $3.7B | 0.10% | |
| 95 | VIGVANGUARD SPECIALIZED FUNDS | 31,343 | $3.7B | 0.10% | |
| 96 | IRET1USDINVESTORS REAL ESTATE TRUST | 51,650 | $3.6B | 0.10% | |
| 97 | MDTMEDTRONIC PLC | 38,220 | $3.5B | 0.09% | |
| 98 | BRK-BBERKSHIRE HATHAWAY INC DEL | 13 | $3.5B | 0.09% | |
| 99 | WMTWALMART INC | 28,374 | $3.4B | 0.09% | |
| 100 | MTDMETTLER TOLEDO INTERNATIONAL | 4,185 | $3.4B | 0.09% |
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