Evercore Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$6.4B
Holdings
406
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (406 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 836,043 | $415.9B | 6465.68% | |
| 2 | NVDANVIDIA CORPORATION | 2,413,188 | $381.3B | 5927.78% | |
| 3 | AAPLAPPLE INC | 1,645,530 | $337.6B | 5249.17% | |
| 4 | AMZNAMAZON COM INC | 1,163,536 | $255.3B | 3968.88% | |
| 5 | MAMASTERCARD INCORPORATED | 412,418 | $231.8B | 3603.29% | |
| 6 | BXBLACKSTONE INC | 1,358,268 | $203.2B | 3158.86% | |
| 7 | AZOAUTOZONE INC | 52,902 | $196.4B | 3053.36% | |
| 8 | DWDMORGAN STANLEY | 1,261,942 | $177.8B | 2763.75% | |
| 9 | GOOGALPHABET INC | 983,616 | $174.5B | 2712.85% | |
| 10 | JPMJPMORGAN CHASE & CO. | 600,108 | $174.0B | 2704.98% | |
| 11 | HDHOME DEPOT INC | 450,742 | $165.3B | 2569.44% | |
| 12 | WMBWILLIAMS COS INC | 2,533,229 | $159.1B | 2473.86% | |
| 13 | CBRECBRE GROUP INC | 1,038,503 | $145.5B | 2262.45% | |
| 14 | GOOGLALPHABET INC | 781,694 | $137.8B | 2141.84% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 271,667 | $132.0B | 2051.82% | |
| 16 | CBCHUBB LIMITED | 435,449 | $126.2B | 1961.49% | |
| 17 | BLKBLACKROCK INC | 110,130 | $115.6B | 1796.62% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 284,202 | $115.2B | 1791.62% | |
| 19 | ACNACCENTURE PLC IRELAND | 363,546 | $108.7B | 1689.44% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 103,881 | $102.8B | 1598.88% | |
| 21 | BLDRBUILDERS FIRSTSOURCE INC | 873,956 | $102.0B | 1585.60% | |
| 22 | UBERUBER TECHNOLOGIES INC | 1,074,811 | $100.3B | 1559.14% | |
| 23 | UNHUNITEDHEALTH GROUP INC | 309,817 | $96.7B | 1502.76% | |
| 24 | AMTAMERICAN TOWER CORP NEW | 405,552 | $89.6B | 1393.64% | |
| 25 | CDWCDW CORP | 501,474 | $89.6B | 1392.44% | |
| 26 | VIKVIKING HOLDINGS LTD | 1,678,470 | $89.4B | 1390.69% | |
| 27 | DLNWISDOMTREE TR | 1,072,367 | $88.1B | 1369.52% | |
| 28 | FIXCOMFORT SYS USA INC | 158,670 | $85.1B | 1322.82% | |
| 29 | CROXCROCS INC | 794,224 | $80.4B | 1250.66% | |
| 30 | ADBEADOBE INC | 205,097 | $79.3B | 1233.69% | |
| 31 | EOGEOG RES INC | 639,255 | $76.5B | 1188.81% | |
| 32 | AKXANSYS INC | 215,284 | $75.6B | 1175.61% | |
| 33 | PGRPROGRESSIVE CORP | 269,108 | $71.8B | 1116.56% | |
| 34 | SPYSPDR S&P 500 ETF TR | 115,526 | $71.4B | 1109.78% | |
| 35 | GNRCGENERAC HLDGS INC | 432,145 | $61.9B | 962.22% | |
| 36 | FISVFISERV INC | 329,341 | $56.8B | 882.83% | |
| 37 | TJXTJX COS INC NEW | 354,882 | $43.8B | 681.38% | |
| 38 | IVVISHARES TR | 66,429 | $41.2B | 641.28% | |
| 39 | IAU*ISHARES GOLD TR | 635,955 | $39.7B | 616.60% | |
| 40 | VOOVANGUARD INDEX FDS | 68,311 | $38.8B | 603.30% | |
| 41 | ARCCARES CAPITAL CORP | 1,666,373 | $36.6B | 568.95% | |
| 42 | SHWSHERWIN WILLIAMS CO | 101,837 | $35.0B | 543.66% | |
| 43 | DXJWISDOMTREE TR | 298,913 | $34.2B | 531.07% | |
| 44 | LLYELI LILLY & CO | 35,947 | $28.0B | 435.68% | |
| 45 | JNJJOHNSON & JOHNSON | 165,977 | $25.4B | 394.19% | |
| 46 | IWFISHARES TR | 58,225 | $24.7B | 384.36% | |
| 47 | ROPROPER TECHNOLOGIES INC | 42,000 | $23.8B | 370.15% | |
| 48 | CVXCHEVRON CORP NEW | 164,254 | $23.5B | 365.68% | |
| 49 | GQ9SPDR GOLD TR | 75,873 | $23.1B | 359.60% | |
| 50 | IBMINTERNATIONAL BUSINESS MACHS | 59,410 | $17.5B | 272.29% | |
| 51 | JAAAJANUS DETROIT STR TR | 341,851 | $17.3B | 269.74% | |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 55,960 | $17.3B | 268.33% | |
| 53 | ABTABBOTT LABS | 122,699 | $16.7B | 259.47% | |
| 54 | ABBVABBVIE INC | 86,106 | $16.0B | 248.50% | |
| 55 | EFAISHARES TR | 177,847 | $15.9B | 247.18% | |
| 56 | SCHWSCHWAB CHARLES CORP | 173,403 | $15.8B | 245.99% | |
| 57 | ORCLORACLE CORP | 61,712 | $13.5B | 209.77% | |
| 58 | PEPPEPSICO INC | 100,810 | $13.3B | 206.96% | |
| 59 | SYKSTRYKER CORPORATION | 32,201 | $12.7B | 198.08% | |
| 60 | VVISA INC | 35,516 | $12.6B | 196.06% | |
| 61 | MCDMCDONALDS CORP | 42,608 | $12.4B | 193.55% | |
| 62 | CSCOCISCO SYS INC | 175,887 | $12.2B | 189.73% | |
| 63 | MCKMCKESSON CORP | 16,122 | $11.8B | 183.68% | |
| 64 | VEAVANGUARD TAX-MANAGED FDS | 206,527 | $11.8B | 183.06% | |
| 65 | PGPROCTER AND GAMBLE CO | 71,999 | $11.5B | 178.35% | |
| 66 | NEENEXTERA ENERGY INC | 163,661 | $11.4B | 176.64% | |
| 67 | RSPINVESCO EXCHANGE TRADED FD T | 59,317 | $10.8B | 167.61% | |
| 68 | KOCOCA COLA CO | 143,676 | $10.2B | 158.05% | |
| 69 | TXNTEXAS INSTRS INC | 48,169 | $10.0B | 155.49% | |
| 70 | XLKSELECT SECTOR SPDR TR | 39,222 | $9.9B | 154.42% | |
| 71 | RTXRTX CORPORATION | 67,642 | $9.9B | 153.57% | |
| 72 | IJHISHARES TR | 158,814 | $9.8B | 153.14% | |
| 73 | TSLATESLA INC | 29,945 | $9.5B | 147.90% | |
| 74 | AVGOBROADCOM INC | 33,238 | $9.2B | 142.45% | |
| 75 | XOMEXXON MOBIL CORP | 84,629 | $9.1B | 141.84% | |
| 76 | MDYSPDR S&P MIDCAP 400 ETF TR | 15,834 | $9.0B | 139.46% | |
| 77 | CHKPCHECK POINT SOFTWARE TECH LT | 36,273 | $8.0B | 124.78% | |
| 78 | BRK-BBERKSHIRE HATHAWAY INC DEL | 11 | $8.0B | 124.64% | |
| 79 | XLVSELECT SECTOR SPDR TR | 59,447 | $8.0B | 124.58% | |
| 80 | JBLJABIL INC | 36,540 | $8.0B | 123.91% | |
| 81 | IWMISHARES TR | 36,449 | $7.9B | 122.29% | |
| 82 | WMTWALMART INC | 80,397 | $7.9B | 122.23% | |
| 83 | MRKMERCK & CO INC | 95,958 | $7.6B | 118.10% | |
| 84 | LOWLOWES COS INC | 32,995 | $7.3B | 113.82% | |
| 85 | GLDMWORLD GOLD TR | 108,435 | $7.1B | 110.46% | |
| 86 | CRMSALESFORCE INC | 25,982 | $7.1B | 110.16% | |
| 87 | VEUVANGUARD INTL EQUITY INDEX F | 104,017 | $7.0B | 108.71% | |
| 88 | MPLXMPLX LP | 132,053 | $6.8B | 105.76% | |
| 89 | EPDENTERPRISE PRODS PARTNERS L | 216,493 | $6.7B | 104.38% | |
| 90 | APHAMPHENOL CORP NEW | 61,745 | $6.1B | 94.80% | |
| 91 | IVWISHARES TR | 55,010 | $6.1B | 94.17% | |
| 92 | NFLXNETFLIX INC | 4,407 | $5.9B | 91.76% | |
| 93 | VBVANGUARD INDEX FDS | 24,541 | $5.8B | 90.42% | |
| 94 | ECLECOLAB INC | 21,179 | $5.7B | 88.72% | |
| 95 | NDQINVESCO QQQ TR | 10,237 | $5.6B | 87.80% | |
| 96 | NETCLOUDFLARE INC | 28,330 | $5.5B | 86.26% | |
| 97 | VTIVANGUARD INDEX FDS | 18,244 | $5.5B | 86.21% | |
| 98 | ITWILLINOIS TOOL WKS INC | 21,631 | $5.3B | 83.15% | |
| 99 | IWBISHARES TR | 15,552 | $5.3B | 82.11% | |
| 100 | AMGNAMGEN INC | 18,535 | $5.2B | 80.46% |
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