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 |
|---|---|---|---|---|---|
| 301 | ACHRARCHER AVIATION INC | 38,750 | $420.4M | 6.54% | |
| 302 | GISGENERAL MLS INC | 7,901 | $409.4M | 6.36% | |
| 303 | COFCAPITAL ONE FINL CORP | 1,911 | $406.6M | 6.32% | |
| 304 | MKLMARKEL GROUP INC | 203 | $405.5M | 6.30% | |
| 305 | CMICUMMINS INC | 1,234 | $404.1M | 6.28% | |
| 306 | NOCNORTHROP GRUMMAN CORP | 802 | $401.0M | 6.23% | |
| 307 | SLBSCHLUMBERGER LTD | 11,803 | $399.0M | 6.20% | |
| 308 | SSFSENSIENT TECHNOLOGIES CORP | 4,000 | $394.1M | 6.13% | |
| 309 | KVUEKENVUE INC | 18,504 | $387.3M | 6.02% | |
| 310 | ALSALLSTATE CORP | 1,915 | $385.5M | 5.99% | |
| 311 | STTSTATE STR CORP | 3,545 | $377.0M | 5.86% | |
| 312 | HACKAMPLIFY ETF TR | 4,360 | $376.6M | 5.85% | |
| 313 | SPOTSPOTIFY TECHNOLOGY S A | 486 | $372.9M | 5.80% | |
| 314 | TRVCCITIGROUP INC | 4,378 | $372.7M | 5.79% | |
| 315 | RJFRAYMOND JAMES FINL INC | 2,428 | $372.4M | 5.79% | |
| 316 | EXPEEXPEDIA GROUP INC | 2,207 | $372.3M | 5.79% | |
| 317 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,410 | $365.1M | 5.68% | |
| 318 | DFACDIMENSIONAL ETF TRUST | 10,182 | $364.9M | 5.67% | |
| 319 | SIVRABRDN SILVER ETF TRUST | 10,500 | $361.3M | 5.62% | |
| 320 | WTMWHITE MTNS INS GROUP LTD | 200 | $359.1M | 5.58% | |
| 321 | BKBANK NEW YORK MELLON CORP | 3,913 | $356.5M | 5.54% | |
| 322 | AEEAMEREN CORP | 3,670 | $352.5M | 5.48% | |
| 323 | TPRTAPESTRY INC | 4,002 | $351.4M | 5.46% | |
| 324 | JCIJOHNSON CTLS INTL PLC | 3,304 | $349.0M | 5.43% | |
| 325 | CEGCONSTELLATION ENERGY CORP | 1,079 | $348.3M | 5.41% | |
| 326 | BALLBALL CORP | 6,183 | $346.8M | 5.39% | |
| 327 | KKRKKR & CO INC | 2,602 | $346.1M | 5.38% | |
| 328 | 6RJ0ROCKET LAB CORP | 9,495 | $339.6M | 5.28% | |
| 329 | VXFVANGUARD INDEX FDS | 1,755 | $338.2M | 5.26% | |
| 330 | SNPSSYNOPSYS INC | 655 | $335.8M | 5.22% | |
| 331 | IMXIINTERNATIONAL MNY EXPRESS IN | 33,158 | $334.6M | 5.20% | |
| 332 | WBSWEBSTER FINL CORP | 6,118 | $334.0M | 5.19% | |
| 333 | VBRVANGUARD INDEX FDS | 1,712 | $333.9M | 5.19% | |
| 334 | BAMBROOKFIELD ASSET MANAGMT LTD | 5,946 | $328.7M | 5.11% | |
| 335 | DGXQUEST DIAGNOSTICS INC | 1,805 | $324.2M | 5.04% | |
| 336 | AGZISHARES TR | 2,885 | $316.5M | 4.92% | |
| 337 | VGITVANGUARD SCOTTSDALE FDS | 5,197 | $310.8M | 4.83% | |
| 338 | ZBHZIMMER BIOMET HOLDINGS INC | 3,342 | $304.8M | 4.74% | |
| 339 | SNOWSNOWFLAKE INC | 1,326 | $296.7M | 4.61% | |
| 340 | VYMVANGUARD WHITEHALL FDS | 2,223 | $296.3M | 4.61% | |
| 341 | FEZSPDR INDEX SHS FDS | 4,854 | $289.9M | 4.51% | |
| 342 | TECHBIO-TECHNE CORP | 5,582 | $287.2M | 4.47% | |
| 343 | BBCAJ P MORGAN EXCHANGE TRADED F | 3,487 | $281.4M | 4.38% | |
| 344 | HIGHARTFORD INSURANCE GROUP INC | 2,213 | $280.8M | 4.37% | |
| 345 | CTVACORTEVA INC | 3,746 | $279.2M | 4.34% | |
| 346 | LQDISHARES TR | 2,516 | $275.8M | 4.29% | |
| 347 | VONGVANGUARD SCOTTSDALE FDS | 2,516 | $274.7M | 4.27% | |
| 348 | ROOTROOT INC | 2,145 | $274.5M | 4.27% | |
| 349 | JEPQJ P MORGAN EXCHANGE TRADED F | 5,000 | $272.0M | 4.23% | |
| 350 | BIIBBIOGEN INC | 2,142 | $269.0M | 4.18% | |
| 351 | USMVISHARES TR | 2,864 | $268.8M | 4.18% | |
| 352 | VMCVULCAN MATLS CO | 1,028 | $268.1M | 4.17% | |
| 353 | ADSKAUTODESK INC | 866 | $268.1M | 4.17% | |
| 354 | IDEVISHARES TR | 3,491 | $265.5M | 4.13% | |
| 355 | GTLSCHART INDS INC | 1,599 | $263.3M | 4.09% | |
| 356 | CSLCARLISLE COS INC | 700 | $261.4M | 4.06% | |
| 357 | PWRQUANTA SVCS INC | 687 | $259.7M | 4.04% | |
| 358 | TTDTHE TRADE DESK INC | 3,593 | $258.7M | 4.02% | |
| 359 | SPYDSPDR SERIES TRUST | 5,969 | $253.3M | 3.94% | |
| 360 | EMNEASTMAN CHEM CO | 3,385 | $252.7M | 3.93% | |
| 361 | HSICHENRY SCHEIN INC | 3,449 | $251.9M | 3.92% | |
| 362 | ICFISHARES TR | 4,101 | $250.8M | 3.90% | |
| 363 | GGGGRACO INC | 2,888 | $248.3M | 3.86% | |
| 364 | FNDFSCHWAB STRATEGIC TR | 6,186 | $247.6M | 3.85% | |
| 365 | KRKROGER CO | 3,432 | $246.2M | 3.83% | |
| 366 | SLGSL GREEN RLTY CORP | 3,972 | $245.9M | 3.82% | |
| 367 | ETRENTERGY CORP NEW | 2,924 | $243.0M | 3.78% | |
| 368 | VTIPVANGUARD MALVERN FDS | 4,830 | $242.8M | 3.78% | |
| 369 | CECELANESE CORP DEL | 4,300 | $237.9M | 3.70% | |
| 370 | GDXVANECK ETF TRUST | 4,563 | $237.6M | 3.69% | |
| 371 | KNCTINVESCO EXCHANGE TRADED FD T | 2,000 | $234.8M | 3.65% | |
| 372 | CITCINTAS CORP | 1,048 | $233.6M | 3.63% | |
| 373 | ELVELEVANCE HEALTH INC | 596 | $231.8M | 3.60% | |
| 374 | BIPBROOKFIELD INFRAST PARTNERS | 6,896 | $231.0M | 3.59% | |
| 375 | RIOTRIOT PLATFORMS INC | 20,000 | $226.0M | 3.51% | |
| 376 | WLYWILEY JOHN & SONS INC | 5,060 | $225.8M | 3.51% | |
| 377 | OKEONEOK INC NEW | 2,739 | $223.6M | 3.48% | |
| 378 | NVRNVR INC | 29 | $214.2M | 3.33% | |
| 379 | EWEDWARDS LIFESCIENCES CORP | 2,724 | $213.0M | 3.31% | |
| 380 | EPIWISDOMTREE TR | 4,475 | $212.4M | 3.30% | |
| 381 | XYLXYLEM INC | 1,639 | $212.0M | 3.30% | |
| 382 | ACUACME UTD CORP | 5,100 | $211.4M | 3.29% | |
| 383 | BBJPJ P MORGAN EXCHANGE TRADED F | 3,403 | $210.2M | 3.27% | |
| 384 | IEIISHARES TR | 1,760 | $209.6M | 3.26% | |
| 385 | SCHXSCHWAB STRATEGIC TR | 8,523 | $208.3M | 3.24% | |
| 386 | HALOHALOZYME THERAPEUTICS INC | 4,000 | $208.1M | 3.24% | |
| 387 | AG8AGILENT TECHNOLOGIES INC | 1,763 | $208.1M | 3.23% | |
| 388 | METMETLIFE INC | 2,570 | $206.7M | 3.21% | |
| 389 | LHLABCORP HOLDINGS INC | 784 | $205.8M | 3.20% | |
| 390 | SCHMSCHWAB STRATEGIC TR | 7,335 | $205.7M | 3.20% | |
| 391 | WSMWILLIAMS SONOMA INC | 1,256 | $205.2M | 3.19% | |
| 392 | BAXBAXTER INTL INC | 6,711 | $203.2M | 3.16% | |
| 393 | AGGISHARES TR | 2,045 | $202.9M | 3.15% | |
| 394 | COLBCOLUMBIA BKG SYS INC | 8,647 | $202.2M | 3.14% | |
| 395 | HYACHAYMAKER ACQUISITION CORP IV | 17,780 | $197.4M | 3.07% | |
| 396 | LEGTLEGATO MERGER CORP III | 14,300 | $152.7M | 2.37% | |
| 397 | —NABORS ENERGY TRANSITION COR | 13,693 | $152.0M | 2.36% | |
| 398 | FLBSTANDARD BIOTOOLS INC | 125,000 | $150.0M | 2.33% | |
| 399 | SOUNSOUNDHOUND AI INC | 13,200 | $141.6M | 2.20% | |
| 400 | WBAWALGREENS BOOTS ALLIANCE INC | 10,408 | $119.5M | 1.86% |