Evercore Wealth Management, LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$6.7T
Holdings
417
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (417 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 1,764,354 | $411.1B | 6.17% | |
| 2 | MSFTMICROSOFT CORP | 873,738 | $376.0B | 5.64% | |
| 3 | NVDANVIDIA CORPORATION | 2,402,783 | $291.8B | 4.38% | |
| 4 | AMZNAMAZON COM INC | 1,221,789 | $227.7B | 3.41% | |
| 5 | BXBLACKSTONE INC | 1,471,931 | $225.4B | 3.38% | |
| 6 | MAMASTERCARD INCORPORATED | 438,811 | $216.7B | 3.25% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 347,677 | $203.3B | 3.05% | |
| 8 | HDHOME DEPOT INC | 467,966 | $189.6B | 2.84% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 298,994 | $184.9B | 2.77% | |
| 10 | AZOAUTOZONE INC | 57,891 | $182.4B | 2.74% | |
| 11 | GOOGALPHABET INC | 1,030,813 | $172.3B | 2.58% | |
| 12 | BLDRBUILDERS FIRSTSOURCE INC | 836,985 | $162.3B | 2.43% | |
| 13 | CBRECBRE GROUP INC | 1,178,894 | $146.7B | 2.20% | |
| 14 | JPMJPMORGAN CHASE & CO. | 656,148 | $138.4B | 2.08% | |
| 15 | ACNACCENTURE PLC IRELAND | 390,598 | $138.1B | 2.07% | |
| 16 | GOOGLALPHABET INC | 813,654 | $134.9B | 2.02% | |
| 17 | DWDMORGAN STANLEY | 1,282,786 | $133.7B | 2.01% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 283,316 | $130.4B | 1.96% | |
| 19 | CBCHUBB LIMITED | 450,931 | $130.0B | 1.95% | |
| 20 | WMBWILLIAMS COS INC | 2,782,978 | $127.0B | 1.91% | |
| 21 | CDWCDW CORP | 536,117 | $121.3B | 1.82% | |
| 22 | ADBEADOBE INC | 233,630 | $121.0B | 1.81% | |
| 23 | BLKCHFBLACKROCK INC | 116,075 | $110.2B | 1.65% | |
| 24 | AMTAMERICAN TOWER CORP NEW | 448,770 | $104.4B | 1.57% | |
| 25 | TJXTJX COS INC NEW | 875,809 | $102.9B | 1.54% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 115,799 | $102.7B | 1.54% | |
| 27 | CROXCROCS INC | 678,379 | $98.2B | 1.47% | |
| 28 | MCDMCDONALDS CORP | 315,167 | $96.0B | 1.44% | |
| 29 | STZCONSTELLATION BRANDS INC | 359,517 | $92.6B | 1.39% | |
| 30 | CECELANESE CORP DEL | 674,702 | $91.7B | 1.38% | |
| 31 | ABTABBOTT LABS | 785,229 | $89.5B | 1.34% | |
| 32 | DLNWISDOMTREE TR | 1,130,531 | $88.8B | 1.33% | |
| 33 | EOGEOG RES INC | 617,454 | $75.9B | 1.14% | |
| 34 | AKXANSYS INC | 227,934 | $72.6B | 1.09% | |
| 35 | SPYSPDR S&P 500 ETF TR | 120,212 | $69.0B | 1.03% | |
| 36 | GNRCGENERAC HLDGS INC | 412,357 | $65.5B | 0.98% | |
| 37 | CVXCHEVRON CORP NEW | 348,021 | $51.3B | 0.77% | |
| 38 | BWABORGWARNER INC | 1,218,499 | $44.2B | 0.66% | |
| 39 | SHWSHERWIN WILLIAMS CO | 105,878 | $40.4B | 0.61% | |
| 40 | IVVISHARES TR | 68,616 | $39.6B | 0.59% | |
| 41 | LLYELI LILLY & CO | 37,266 | $33.0B | 0.50% | |
| 42 | IAU*ISHARES GOLD TR | 653,360 | $32.5B | 0.49% | |
| 43 | JNJJOHNSON & JOHNSON | 195,098 | $31.6B | 0.47% | |
| 44 | ROPROPER TECHNOLOGIES INC | 53,328 | $29.7B | 0.45% | |
| 45 | VOOVANGUARD INDEX FDS | 56,078 | $29.6B | 0.44% | |
| 46 | ARCCARES CAPITAL CORP | 1,034,520 | $21.7B | 0.32% | |
| 47 | IWFISHARES TR | 55,527 | $20.8B | 0.31% | |
| 48 | DXJWISDOMTREE TR | 191,583 | $20.3B | 0.30% | |
| 49 | PEPPEPSICO INC | 115,026 | $19.6B | 0.29% | |
| 50 | GQ9SPDR GOLD TR | 79,618 | $19.4B | 0.29% | |
| 51 | ABBVABBVIE INC | 88,185 | $17.4B | 0.26% | |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 60,935 | $16.9B | 0.25% | |
| 53 | EFAISHARES TR | 190,633 | $15.9B | 0.24% | |
| 54 | PGPROCTER AND GAMBLE CO | 76,681 | $13.3B | 0.20% | |
| 55 | NEENEXTERA ENERGY INC | 149,035 | $12.6B | 0.19% | |
| 56 | KOCOCA COLA CO | 168,297 | $12.1B | 0.18% | |
| 57 | MRKMERCK & CO INC | 104,700 | $11.9B | 0.18% | |
| 58 | IBMINTERNATIONAL BUSINESS MACHS | 53,043 | $11.7B | 0.18% | |
| 59 | SYKSTRYKER CORPORATION | 32,355 | $11.7B | 0.18% | |
| 60 | AMATAPPLIED MATLS INC | 56,359 | $11.4B | 0.17% | |
| 61 | SCHWSCHWAB CHARLES CORP | 175,354 | $11.4B | 0.17% | |
| 62 | CSCOCISCO SYS INC | 210,051 | $11.2B | 0.17% | |
| 63 | TXNTEXAS INSTRS INC | 53,746 | $11.1B | 0.17% | |
| 64 | ORCLORACLE CORP | 64,946 | $11.1B | 0.17% | |
| 65 | IJHISHARES TR | 176,793 | $11.0B | 0.17% | |
| 66 | VEAVANGUARD TAX-MANAGED FDS | 206,455 | $10.9B | 0.16% | |
| 67 | NKENIKE INC | 119,398 | $10.6B | 0.16% | |
| 68 | VVISA INC | 38,308 | $10.5B | 0.16% | |
| 69 | XOMEXXON MOBIL CORP | 88,689 | $10.4B | 0.16% | |
| 70 | RSPINVESCO EXCHANGE TRADED FD T | 57,489 | $10.3B | 0.15% | |
| 71 | XLKSELECT SECTOR SPDR TR | 42,073 | $9.5B | 0.14% | |
| 72 | XLVSELECT SECTOR SPDR TR | 61,530 | $9.5B | 0.14% | |
| 73 | MDYSPDR S&P MIDCAP 400 ETF TR | 16,578 | $9.4B | 0.14% | |
| 74 | LOWLOWES COS INC | 34,770 | $9.4B | 0.14% | |
| 75 | TSLATESLA INC | 35,867 | $9.4B | 0.14% | |
| 76 | MCKMCKESSON CORP | 18,938 | $9.4B | 0.14% | |
| 77 | BRK-BBERKSHIRE HATHAWAY INC DEL | 13 | $9.0B | 0.13% | |
| 78 | IWMISHARES TR | 38,330 | $8.5B | 0.13% | |
| 79 | RTXRTX CORPORATION | 69,433 | $8.4B | 0.13% | |
| 80 | AVGOBROADCOM INC | 47,820 | $8.2B | 0.12% | |
| 81 | CHKPCHECK POINT SOFTWARE TECH LT | 39,626 | $7.6B | 0.11% | |
| 82 | CRMSALESFORCE INC | 27,020 | $7.4B | 0.11% | |
| 83 | ITWILLINOIS TOOL WKS INC | 27,050 | $7.1B | 0.11% | |
| 84 | DHRDANAHER CORPORATION | 25,028 | $7.0B | 0.10% | |
| 85 | UNPUNION PAC CORP | 27,853 | $6.9B | 0.10% | |
| 86 | WMTWALMART INC | 84,557 | $6.8B | 0.10% | |
| 87 | AMGNAMGEN INC | 19,923 | $6.4B | 0.10% | |
| 88 | VBVANGUARD INDEX FDS | 26,833 | $6.4B | 0.10% | |
| 89 | EPDENTERPRISE PRODS PARTNERS L | 218,193 | $6.4B | 0.10% | |
| 90 | UPSUNITED PARCEL SERVICE INC | 45,237 | $6.2B | 0.09% | |
| 91 | VEUVANGUARD INTL EQUITY INDEX F | 86,817 | $5.5B | 0.08% | |
| 92 | ECLECOLAB INC | 21,041 | $5.4B | 0.08% | |
| 93 | VTIVANGUARD INDEX FDS | 18,208 | $5.2B | 0.08% | |
| 94 | RPMRPM INTL INC | 42,550 | $5.1B | 0.08% | |
| 95 | IVWISHARES TR | 53,022 | $5.1B | 0.08% | |
| 96 | PFEPFIZER INC | 173,383 | $5.0B | 0.08% | |
| 97 | MPLXMPLX LP | 112,053 | $5.0B | 0.07% | |
| 98 | NDQINVESCO QQQ TR | 10,135 | $4.9B | 0.07% | |
| 99 | IWBISHARES TR | 15,516 | $4.9B | 0.07% | |
| 100 | VWOVANGUARD INTL EQUITY INDEX F | 100,873 | $4.8B | 0.07% |
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