Evercore Wealth Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$6.8T
Holdings
420
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (420 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | XLBSELECT SECTOR SPDR TR | 34,626 | $1.0B | 0.01% | |
| 202 | ADIANALOG DEVICES INC | 5,177 | $1.0B | 0.01% | |
| 203 | VOOVVANGUARD ADMIRAL FDS INC | 6,304 | $1.0B | 0.01% | |
| 204 | EQIXEQUINIX INC | 1,418 | $1.0B | 0.01% | |
| 205 | ATRAPTARGROUP INC | 10,360 | $1.0B | 0.01% | |
| 206 | VTVANGUARD INTL EQUITY INDEX F | 12,549 | $1.0B | 0.01% | |
| 207 | SBUXSTARBUCKS CORP | 24,566 | $1.0B | 0.01% | |
| 208 | DONSPDR DOW JONES INDL AVERAGE | 1,712 | $0 | 0.00% | |
| 209 | BHSTBIOHARVEST SCIENCES INC | 139,470 | $0 | 0.00% | |
| 210 | WBSWEBSTER FINL CORP | 6,224 | $0 | 0.00% | |
| 211 | JEPIJ P MORGAN EXCHANGE TRADED F | 12,834 | $0 | 0.00% | |
| 212 | NOWSERVICENOW INC | 5,855 | $0 | 0.00% | |
| 213 | AG8AGILENT TECHNOLOGIES INC | 1,508 | $0 | 0.00% | |
| 214 | SCHMSCHWAB STRATEGIC TR | 7,317 | $0 | 0.00% | |
| 215 | SPOTSPOTIFY TECHNOLOGY S A | 486 | $0 | 0.00% | |
| 216 | CSXCSX CORP | 14,498 | $0 | 0.00% | |
| 217 | WSMWILLIAMS SONOMA INC | 1,230 | $0 | 0.00% | |
| 218 | VBRVANGUARD INDEX FDS | 1,827 | $0 | 0.00% | |
| 219 | MCOMOODYS CORP | 1,504 | $0 | 0.00% | |
| 220 | BACVERIZON COMMUNICATIONS INC | 23,485 | $0 | 0.00% | |
| 221 | IMXIINTERNATIONAL MNY EXPRESS IN | 26,508 | $0 | 0.00% | |
| 222 | AJGGALLAGHER ARTHUR J & CO | 3,684 | $0 | 0.00% | |
| 223 | SLBSLB LIMITED | 11,558 | $0 | 0.00% | |
| 224 | REGNREGENERON PHARMACEUTICALS | 1,179 | $0 | 0.00% | |
| 225 | ICFISHARES TR | 3,401 | $0 | 0.00% | |
| 226 | XOPSPDR SERIES TRUST | 1,786 | $0 | 0.00% | |
| 227 | IOTSAMSARA INC | 25,215 | $0 | 0.00% | |
| 228 | EFGISHARES TR | 5,802 | $0 | 0.00% | |
| 229 | PANWPALO ALTO NETWORKS INC | 3,046 | $0 | 0.00% | |
| 230 | PSAPUBLIC STORAGE OPER CO | 2,146 | $0 | 0.00% | |
| 231 | EXPEEXPEDIA GROUP INC | 1,655 | $0 | 0.00% | |
| 232 | GTLSCHART INDS INC | 1,335 | $0 | 0.00% | |
| 233 | SPYDSPDR SERIES TRUST | 5,969 | $0 | 0.00% | |
| 234 | IWOISHARES TR | 951 | $0 | 0.00% | |
| 235 | CMICUMMINS INC | 1,168 | $0 | 0.00% | |
| 236 | ALSALLSTATE CORP | 1,915 | $0 | 0.00% | |
| 237 | KKRKKR & CO INC | 2,602 | $0 | 0.00% | |
| 238 | MCXMCCORMICK & CO INC | 8,702 | $0 | 0.00% | |
| 239 | KNCTINVESCO EXCHANGE TRADED FD T | 2,000 | $0 | 0.00% | |
| 240 | HYACHAYMAKER ACQUISITION CORP IV | 16,763 | $0 | 0.00% | |
| 241 | AGZISHARES TR | 2,765 | $0 | 0.00% | |
| 242 | CAPNCAYSON ACQUISITION CORP | 13,000 | $0 | 0.00% | |
| 243 | KLACKLA CORP | 710 | $0 | 0.00% | |
| 244 | MSCIMSCI INC | 969 | $0 | 0.00% | |
| 245 | LHXL3HARRIS TECHNOLOGIES INC | 4,563 | $0 | 0.00% | |
| 246 | VYMVANGUARD WHITEHALL FDS | 2,223 | $0 | 0.00% | |
| 247 | FXFINVESCO CURRENCYSHARES SWISS | 2,450 | $0 | 0.00% | |
| 248 | ACHRARCHER AVIATION INC | 38,750 | $0 | 0.00% | |
| 249 | EWJISHARES INC | 2,830 | $0 | 0.00% | |
| 250 | COLBCOLUMBIA BKG SYS INC | 8,647 | $0 | 0.00% | |
| 251 | MUBISHARES TR | 2,830 | $0 | 0.00% | |
| 252 | JEPQJ P MORGAN EXCHANGE TRADED F | 5,000 | $0 | 0.00% | |
| 253 | FQIDIGITAL RLTY TR INC | 3,053 | $0 | 0.00% | |
| 254 | KMBKIMBERLY-CLARK CORP | 8,291 | $0 | 0.00% | |
| 255 | INTUINTUIT | 916 | $0 | 0.00% | |
| 256 | XARSPDR SERIES TRUST | 3,618 | $0 | 0.00% | |
| 257 | ZBHZIMMER BIOMET HOLDINGS INC | 3,174 | $0 | 0.00% | |
| 258 | SIVRABRDN SILVER ETF TRUST | 7,000 | $0 | 0.00% | |
| 259 | JMUBJ P MORGAN EXCHANGE TRADED F | 6,785 | $0 | 0.00% | |
| 260 | TFCTRUIST FINL CORP | 11,878 | $0 | 0.00% | |
| 261 | APDAIR PRODS & CHEMS INC | 1,482 | $0 | 0.00% | |
| 262 | SOCSABLE OFFSHORE CORP | 15,750 | $0 | 0.00% | |
| 263 | CHGGCHEGG INC | 13,688 | $0 | 0.00% | |
| 264 | SSNCSS&C TECHNOLOGIES HLDGS INC | 4,410 | $0 | 0.00% | |
| 265 | GWWWW GRAINGER INC | 473 | $0 | 0.00% | |
| 266 | BSXBOSTON SCIENTIFIC CORP | 3,210 | $0 | 0.00% | |
| 267 | PRMPERIMETER SOLUTIONS INC | 35,000 | $0 | 0.00% | |
| 268 | FXIISHARES TR | 7,000 | $0 | 0.00% | |
| 269 | XYLXYLEM INC | 1,639 | $0 | 0.00% | |
| 270 | GDXJVANECK ETF TRUST | 8,000 | $0 | 0.00% | |
| 271 | PAYXPAYCHEX INC | 8,691 | $0 | 0.00% | |
| 272 | VNQVANGUARD INDEX FDS | 5,344 | $0 | 0.00% | |
| 273 | 6RJ0ROCKET LAB CORP | 9,495 | $0 | 0.00% | |
| 274 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 8,251 | $0 | 0.00% | |
| 275 | TTTRANE TECHNOLOGIES PLC | 1,316 | $0 | 0.00% | |
| 276 | DDDUPONT DE NEMOURS INC | 8,348 | $0 | 0.00% | |
| 277 | AWCAMERICAN WTR WKS CO INC NEW | 4,220 | $0 | 0.00% | |
| 278 | RSGREPUBLIC SVCS INC | 1,846 | $0 | 0.00% | |
| 279 | MLMMARTIN MARIETTA MATLS INC | 928 | $0 | 0.00% | |
| 280 | SCHASCHWAB STRATEGIC TR | 7,046 | $0 | 0.00% | |
| 281 | ROIVROIVANT SCIENCES LTD | 10,000 | $0 | 0.00% | |
| 282 | ALNYALNYLAM PHARMACEUTICALS INC | 600 | $0 | 0.00% | |
| 283 | MPCMARATHON PETE CORP | 2,865 | $0 | 0.00% | |
| 284 | EDCONSOLIDATED EDISON INC | 8,261 | $0 | 0.00% | |
| 285 | METMETLIFE INC | 2,570 | $0 | 0.00% | |
| 286 | RIOTRIOT PLATFORMS INC | 20,000 | $0 | 0.00% | |
| 287 | STTSTATE STR CORP | 3,545 | $0 | 0.00% | |
| 288 | GISGENERAL MLS INC | 7,302 | $0 | 0.00% | |
| 289 | HSICHENRY SCHEIN INC | 3,399 | $0 | 0.00% | |
| 290 | MKLMARKEL GROUP INC | 203 | $0 | 0.00% | |
| 291 | BKBANK NEW YORK MELLON CORP | 5,313 | $0 | 0.00% | |
| 292 | FNDFSCHWAB STRATEGIC TR | 6,186 | $0 | 0.00% | |
| 293 | BKNGBOOKING HOLDINGS INC | 182 | $0 | 0.00% | |
| 294 | PLUNPLUG POWER INC | 20,000 | $0 | 0.00% | |
| 295 | EEMISHARES TR | 18,056 | $0 | 0.00% | |
| 296 | JCIJOHNSON CTLS INTL PLC | 3,304 | $0 | 0.00% | |
| 297 | HALOHALOZYME THERAPEUTICS INC | 4,000 | $0 | 0.00% | |
| 298 | JOBYJOBY AVIATION INC | 17,994 | $0 | 0.00% | |
| 299 | CHRWC H ROBINSON WORLDWIDE INC | 1,280 | $0 | 0.00% | |
| 300 | PCTPURECYCLE TECHNOLOGIES INC | 100,000 | $0 | 0.00% |