Evercore Wealth Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$6.8B
Holdings
413
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (413 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | DDOMINION ENERGY INC | 3,294 | $201.5M | 2.96% | |
| 402 | NUENUCOR CORP | 1,486 | $201.2M | 2.95% | |
| 403 | SCHASCHWAB STRATEGIC TR | 7,194 | $200.7M | 2.95% | |
| 404 | HYACHAYMAKER ACQUISITION CORP IV | 16,763 | $190.1M | 2.79% | |
| 405 | FLBSTANDARD BIOTOOLS INC | 125,000 | $162.5M | 2.38% | |
| 406 | LEGTLEGATO MERGER CORP III | 14,300 | $153.6M | 2.25% | |
| 407 | ROIVROIVANT SCIENCES LTD | 10,000 | $151.3M | 2.22% | |
| 408 | —NABORS ENERGY TRANSITION COR | 11,596 | $130.0M | 1.91% | |
| 409 | BRBSBLUE RIDGE BANKSHARES INC VA | 20,000 | $84.6M | 1.24% | |
| 410 | AURAURORA INNOVATION INC | 12,000 | $64.7M | 0.95% | |
| 411 | PLUNPLUG POWER INC | 20,000 | $46.6M | 0.68% | |
| 412 | MGNXMACROGENICS INC | 17,543 | $29.5M | 0.43% | |
| 413 | CHGGCHEGG INC | 13,688 | $20.7M | 0.30% |
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