$3.71 Billion is the total value of Evercore Wealth Management, LLC's 741 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $1,618,000 | – | 17,414 | +100.0% | 0.04% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $1,294,000 | – | 7,579 | +100.0% | 0.04% | – |
| TFC | New | TRUIST FINL CORP | $976,000 | – | 17,343 | +100.0% | 0.03% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $853,000 | – | 6,726 | +100.0% | 0.02% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $424,000 | – | 1,781 | +100.0% | 0.01% | – |
| SU | New | SUNCOR ENERGY INC NEW | $207,000 | – | 6,310 | +100.0% | 0.01% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $220,000 | – | 2,097 | +100.0% | 0.01% | – |
| MTN | New | VAIL RESORTS INC | $211,000 | – | 879 | +100.0% | 0.01% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $221,000 | – | 1,371 | +100.0% | 0.01% | – |
| WAL | New | WESTERN ALLIANCE BANCORP | $234,000 | – | 4,110 | +100.0% | 0.01% | – |
| LRCX | New | LAM RESEARCH CORP | $201,000 | – | 687 | +100.0% | 0.01% | – |
| VRSN | New | VERISIGN INC | $201,000 | – | 1,043 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $103,000 | – | 11,015 | +100.0% | 0.00% | – |
| BMYRT | New | BRISTOL MYERS SQUIBB COright 99/99/9999 | $30,000 | – | 10,179 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 6.8% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.8% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 3.9% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 4.0% |
| HOME DEPOT INC | 42 | Q3 2023 | 3.2% |
| AMAZON COM INC | 42 | Q3 2023 | 4.4% |
| AMERICAN TOWER CORP NEW | 42 | Q3 2023 | 3.0% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 3.7% |
| AUTOZONE INC | 42 | Q3 2023 | 2.9% |
| ACCENTURE PLC IRELAND | 42 | Q3 2023 | 2.7% |
View Evercore Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Evercore Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.