$4.77 Billion is the total value of Evercore Wealth Management, LLC's 695 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 24.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $170,487,566 | +8.8% | 309,589 | +0.2% | 3.57% | +1.1% |
| HD | Buy | HOME DEPOT INC | $150,330,056 | +14.6% | 475,939 | +0.1% | 3.15% | +6.5% |
| BX | Buy | BLACKSTONE INC | $120,483,892 | -10.2% | 1,623,991 | +1.3% | 2.52% | -16.6% |
| MS | Buy | MORGAN STANLEY | $109,448,286 | +8.5% | 1,287,324 | +0.8% | 2.29% | +0.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $106,529,199 | +4.2% | 399,225 | +0.5% | 2.23% | -3.2% |
| CBRE | Buy | CBRE GROUP INCcl a | $99,214,216 | +15.1% | 1,289,166 | +1.0% | 2.08% | +6.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $98,677,521 | -7.5% | 1,112,110 | +0.2% | 2.07% | -14.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $98,212,152 | -0.6% | 463,571 | +0.7% | 2.06% | -7.7% |
| CB | Buy | CHUBB LIMITED | $98,060,230 | +24.8% | 444,516 | +2.9% | 2.06% | +15.9% |
| CDW | Buy | CDW CORP | $97,587,362 | +15.6% | 546,463 | +1.0% | 2.04% | +7.4% |
| ABT | Buy | ABBOTT LABS | $92,477,105 | +13.6% | 842,309 | +0.1% | 1.94% | +5.5% |
| WMB | Buy | WILLIAMS COS INC | $88,805,654 | +16.3% | 2,699,260 | +1.2% | 1.86% | +8.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $81,021,897 | +29.8% | 604,190 | +1.1% | 1.70% | +20.6% |
| BLK | Buy | BLACKROCK INC | $80,148,887 | +29.3% | 113,104 | +0.4% | 1.68% | +20.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $77,083,022 | -7.4% | 873,660 | +0.4% | 1.62% | -14.0% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $76,792,679 | +1.6% | 331,360 | +0.7% | 1.61% | -5.6% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $73,762,329 | +24.5% | 219,185 | +1.8% | 1.55% | +15.7% |
| TJX | Buy | TJX COS INC NEW | $72,023,194 | +28.9% | 904,814 | +0.6% | 1.51% | +19.7% |
| CE | Buy | CELANESE CORP DEL | $69,979,906 | +14.0% | 684,467 | +0.7% | 1.47% | +5.9% |
| BLDR | Buy | BUILDERS FIRSTSOURCE INC | $69,956,860 | +11.9% | 1,078,250 | +1.6% | 1.47% | +3.9% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $65,651,822 | +23.9% | 1,059,755 | +10.5% | 1.38% | +15.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $59,056,948 | -2.8% | 129,369 | +0.6% | 1.24% | -9.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $53,694,882 | +20.6% | 140,404 | +12.6% | 1.12% | +11.9% |
| EOG | Buy | EOG RES INC | $53,301,495 | +49.6% | 411,531 | +29.1% | 1.12% | +39.1% |
| BWA | Buy | BORGWARNER INC | $51,952,084 | +31.4% | 1,290,735 | +2.5% | 1.09% | +22.1% |
| ANSS | Buy | ANSYS INC | $41,493,324 | +9.1% | 171,751 | +0.1% | 0.87% | +1.4% |
| NVDA | Buy | NVIDIA CORPORATION | $40,467,480 | +31.0% | 276,909 | +8.8% | 0.85% | +21.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $40,200,005 | +9.5% | 227,569 | +1.3% | 0.84% | +1.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $32,773,881 | +10.3% | 85,302 | +2.9% | 0.69% | +2.5% |
| IAU | Buy | ISHARES GOLD TRishares new | $24,026,629 | +10.2% | 694,612 | +0.4% | 0.50% | +2.4% |
| CVX | Buy | CHEVRON CORP NEW | $22,685,198 | +29.2% | 126,387 | +3.4% | 0.48% | +19.9% |
| SCHW | Buy | SCHWAB CHARLES CORP | $20,380,050 | +16.1% | 244,776 | +0.2% | 0.43% | +7.8% |
| VOO | Buy | VANGUARD INDEX FDS | $15,194,050 | +9.6% | 43,246 | +2.4% | 0.32% | +1.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $15,002,055 | +22.4% | 98,984 | +1.9% | 0.31% | +13.8% |
| EFG | New | ISHARES TReafe grwth etf | $13,954,583 | – | 166,602 | +100.0% | 0.29% | – |
| MRK | Buy | MERCK & CO INC | $12,545,005 | +29.0% | 113,069 | +0.1% | 0.26% | +20.1% |
| IWB | Buy | ISHARES TRrus 1000 etf | $10,863,253 | +8.8% | 51,602 | +2.0% | 0.23% | +1.3% |
| XOM | Buy | EXXON MOBIL CORP | $9,990,533 | +29.1% | 90,576 | +2.2% | 0.21% | +19.4% |
| V | Buy | VISA INC | $9,715,732 | +20.3% | 46,764 | +2.9% | 0.20% | +12.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $9,701,863 | +27.9% | 71,416 | +14.1% | 0.20% | +18.7% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $9,182,541 | +13.1% | 20,738 | +2.6% | 0.19% | +4.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $7,703,546 | +15.6% | 44,314 | +7.5% | 0.16% | +7.3% |
| SYK | Buy | STRYKER CORPORATION | $7,543,250 | +20.8% | 30,853 | +0.1% | 0.16% | +12.1% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $7,417,721 | +25.0% | 73,501 | +1.4% | 0.16% | +15.7% |
| DHR | Buy | DANAHER CORPORATION | $7,101,578 | +3.6% | 26,756 | +0.8% | 0.15% | -3.9% |
| AMAT | Buy | APPLIED MATLS INC | $6,741,423 | +114.3% | 69,228 | +80.3% | 0.14% | +98.6% |
| NEE | Buy | NEXTERA ENERGY INC | $6,680,643 | +11.4% | 79,912 | +4.5% | 0.14% | +3.7% |
| BAC | Buy | BANK AMERICA CORP | $6,639,070 | +30.6% | 200,455 | +19.1% | 0.14% | +20.9% |
| KO | Buy | COCA COLA CO | $6,494,581 | +14.1% | 102,100 | +0.5% | 0.14% | +6.2% |
| AMGN | Buy | AMGEN INC | $5,801,717 | +19.3% | 22,090 | +2.3% | 0.12% | +10.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $5,605,496 | +8.6% | 30,541 | +1.1% | 0.12% | +0.9% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $5,436,338 | +34.5% | 3,761 | +0.9% | 0.11% | +25.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $5,391,861 | +6.7% | 74,939 | +5.4% | 0.11% | -0.9% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,116,586 | +102.2% | 102,046 | +79.0% | 0.11% | +87.7% |
| SBUX | Buy | STARBUCKS CORP | $4,798,553 | +20.0% | 48,373 | +1.9% | 0.10% | +12.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $4,427,443 | +39.3% | 183,559 | +37.3% | 0.09% | +29.2% |
| EMR | Buy | EMERSON ELEC CO | $4,251,904 | +31.7% | 44,263 | +0.4% | 0.09% | +21.9% |
| HON | Buy | HONEYWELL INTL INC | $4,248,712 | +28.4% | 19,826 | +0.1% | 0.09% | +18.7% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $3,843,638 | +9.1% | 28,287 | +0.2% | 0.08% | +2.5% |
| WMT | Buy | WALMART INC | $3,800,398 | +9.5% | 26,803 | +0.2% | 0.08% | +2.6% |
| QCOM | Buy | QUALCOMM INC | $3,755,111 | -2.4% | 34,156 | +0.3% | 0.08% | -9.2% |
| MPLX | Buy | MPLX LP | $3,679,821 | +135.6% | 112,053 | +115.3% | 0.08% | +120.0% |
| TSLA | Buy | TESLA INC | $3,630,730 | -52.7% | 29,475 | +1.8% | 0.08% | -56.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,443,387 | +8.1% | 18,010 | +1.5% | 0.07% | 0.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,390,379 | +10.5% | 16,635 | +1.9% | 0.07% | +2.9% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $2,761,291 | +12.0% | 8,143 | +0.2% | 0.06% | +3.6% |
| IDXX | Buy | IDEXX LABS INC | $2,780,247 | +37.4% | 6,815 | +9.7% | 0.06% | +26.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,637,144 | +12.9% | 27,865 | +4.0% | 0.06% | +3.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,577,857 | +139.4% | 9,681 | +140.2% | 0.05% | +125.0% |
| BA | Buy | BOEING CO | $2,590,664 | +78.2% | 13,600 | +13.3% | 0.05% | +63.6% |
| CAT | Buy | CATERPILLAR INC | $2,541,252 | +47.1% | 10,608 | +0.8% | 0.05% | +35.9% |
| GTLS | Buy | CHART INDS INC | $2,518,928 | -19.0% | 21,860 | +29.7% | 0.05% | -24.3% |
| ZTS | Buy | ZOETIS INCcl a | $2,160,440 | -0.1% | 14,742 | +1.1% | 0.04% | -8.2% |
| TMUS | Buy | T-MOBILE US INC | $2,081,100 | +505.0% | 14,865 | +480.2% | 0.04% | +450.0% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,050,429 | +12.9% | 13,521 | +1.3% | 0.04% | +4.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,041,222 | +23.8% | 30,626 | +1.8% | 0.04% | +16.2% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,963,208 | +22.6% | 10,471 | +0.2% | 0.04% | +13.9% |
| AVGO | Buy | BROADCOM INC | $1,785,861 | +61.2% | 3,194 | +28.0% | 0.04% | +48.0% |
| COP | Buy | CONOCOPHILLIPS | $1,664,036 | +21.8% | 14,102 | +5.6% | 0.04% | +12.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,640,452 | +18.9% | 10,803 | +5.8% | 0.03% | +9.7% |
| XBI | Buy | SPDR SER TRs&p biotech | $1,558,491 | +132.6% | 18,777 | +122.6% | 0.03% | +120.0% |
| GILD | Buy | GILEAD SCIENCES INC | $1,553,456 | +43.2% | 18,095 | +2.9% | 0.03% | +37.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,512,513 | +11.4% | 39,908 | +2.5% | 0.03% | +3.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $1,459,208 | +7.5% | 9,239 | +1.6% | 0.03% | 0.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,387,053 | +17.1% | 8,382 | +5.7% | 0.03% | +7.4% |
| VMW | New | VMWARE INC | $1,336,734 | – | 10,889 | +100.0% | 0.03% | – |
| YUM | Buy | YUM BRANDS INC | $1,339,588 | +20.9% | 10,459 | +0.4% | 0.03% | +12.0% |
| SPGI | Buy | S&P GLOBAL INC | $1,296,553 | +10.5% | 3,871 | +0.8% | 0.03% | +3.8% |
| DE | Buy | DEERE & CO | $1,216,820 | +86.3% | 2,838 | +45.1% | 0.03% | +73.3% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $1,183,244 | +17.0% | 1,640 | +11.8% | 0.02% | +8.7% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $1,201,698 | +9.7% | 7,586 | +0.9% | 0.02% | 0.0% |
| D | Buy | DOMINION ENERGY INC | $1,146,255 | -10.5% | 18,693 | +0.9% | 0.02% | -17.2% |
| WM | Buy | WASTE MGMT INC DEL | $1,074,785 | -1.3% | 6,851 | +0.7% | 0.02% | -8.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $1,112,308 | +9.3% | 13,512 | +0.7% | 0.02% | 0.0% |
| BDX | Buy | BECTON DICKINSON & CO | $1,033,730 | +14.6% | 4,065 | +0.5% | 0.02% | +10.0% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $1,016,231 | +51.2% | 4,605 | +41.8% | 0.02% | +40.0% |
| New | BROOKFIELD CORPcl a ltd vt sh | $955,409 | – | 30,369 | +100.0% | 0.02% | – | |
| COF | New | CAPITAL ONE FINL CORP | $963,437 | – | 10,364 | +100.0% | 0.02% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $943,700 | – | 10,000 | +100.0% | 0.02% | – |
| PSA | Buy | PUBLIC STORAGE | $880,357 | -2.1% | 3,142 | +2.2% | 0.02% | -10.0% |
| EQIX | Buy | EQUINIX INC | $865,295 | +15.8% | 1,321 | +0.6% | 0.02% | +5.9% |
| APA | New | APA CORPORATION | $812,092 | – | 17,397 | +100.0% | 0.02% | – |
| T | Buy | AT&T INC | $801,313 | +25.0% | 43,526 | +4.1% | 0.02% | +21.4% |
| CI | Buy | CIGNA CORP NEW | $812,777 | +24.5% | 2,453 | +4.3% | 0.02% | +13.3% |
| SLB | Buy | SCHLUMBERGER LTD | $748,814 | +49.2% | 14,007 | +0.0% | 0.02% | +45.5% |
| DD | Buy | DUPONT DE NEMOURS INC | $778,127 | +37.0% | 11,338 | +0.6% | 0.02% | +23.1% |
| APD | Buy | AIR PRODS & CHEMS INC | $782,364 | +32.4% | 2,538 | +0.1% | 0.02% | +23.1% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $749,017 | +0.8% | 13,097 | +1.3% | 0.02% | -5.9% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $730,374 | +13.2% | 8,474 | +3.7% | 0.02% | 0.0% |
| INTU | Buy | INTUIT | $647,662 | +31.9% | 1,664 | +31.3% | 0.01% | +27.3% |
| LIN | Buy | LINDE PLC | $651,708 | +23.4% | 1,998 | +1.9% | 0.01% | +16.7% |
| DVN | New | DEVON ENERGY CORP NEW | $662,771 | – | 10,775 | +100.0% | 0.01% | – |
| BLL | New | BALL CORP | $668,655 | – | 13,075 | +100.0% | 0.01% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $622,726 | – | 15,483 | +100.0% | 0.01% | – |
| AES | Buy | AES CORP | $630,448 | +28.9% | 21,921 | +1.3% | 0.01% | +18.2% |
| MPC | Buy | MARATHON PETE CORP | $599,874 | +19.5% | 5,154 | +2.0% | 0.01% | +18.2% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $590,091 | +3.9% | 5,597 | +0.9% | 0.01% | -7.7% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $560,375 | +111.5% | 9,146 | +93.7% | 0.01% | +100.0% |
| GBDC | Buy | GOLUB CAP BDC INC | $526,400 | +24.4% | 40,000 | +17.3% | 0.01% | +10.0% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $489,213 | +22.0% | 10,573 | +2.2% | 0.01% | +11.1% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $484,862 | +1.9% | 1,679 | +2.1% | 0.01% | -9.1% |
| VRSK | Buy | VERISK ANALYTICS INC | $455,516 | +4.2% | 2,582 | +0.9% | 0.01% | 0.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $458,475 | +30.6% | 1,780 | +9.1% | 0.01% | +25.0% |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $474,506 | – | 4,526 | +100.0% | 0.01% | – |
| CSX | Buy | CSX CORP | $462,191 | +23.6% | 14,919 | +6.2% | 0.01% | +25.0% |
| DHI | Buy | D R HORTON INC | $416,462 | +43.1% | 4,672 | +8.2% | 0.01% | +28.6% |
| BKNG | Buy | BOOKING HOLDINGS INC | $449,407 | +24.5% | 223 | +1.4% | 0.01% | +12.5% |
| CME | Buy | CME GROUP INC | $428,135 | -3.8% | 2,546 | +1.4% | 0.01% | -10.0% |
| CCK | New | CROWN HLDGS INC | $435,384 | – | 5,296 | +100.0% | 0.01% | – |
| PXD | Buy | PIONEER NAT RES CO | $425,947 | +10.6% | 1,865 | +5.0% | 0.01% | 0.0% |
| CMI | Buy | CUMMINS INC | $369,735 | +29.7% | 1,526 | +8.8% | 0.01% | +33.3% |
| DOW | Buy | DOW INC | $389,918 | +24.2% | 7,738 | +8.2% | 0.01% | +14.3% |
| ALL | Buy | ALLSTATE CORP | $373,036 | +12.7% | 2,751 | +3.4% | 0.01% | +14.3% |
| MCO | Buy | MOODYS CORP | $402,327 | +18.0% | 1,444 | +2.8% | 0.01% | 0.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $316,171 | +13.3% | 1,991 | +2.4% | 0.01% | +16.7% |
| KLAC | Buy | KLA CORP | $312,181 | +28.5% | 828 | +3.0% | 0.01% | +40.0% |
| CF | Buy | CF INDS HLDGS INC | $353,410 | -10.1% | 4,148 | +1.5% | 0.01% | -22.2% |
| AGZ | Buy | ISHARES TRagency bond etf | $317,694 | +1.2% | 2,985 | +1.4% | 0.01% | 0.0% |
| HSY | Buy | HERSHEY CO | $356,155 | +5.7% | 1,538 | +0.7% | 0.01% | -12.5% |
| AMP | Buy | AMERIPRISE FINL INC | $293,622 | +25.5% | 943 | +1.3% | 0.01% | +20.0% |
| ETN | New | EATON CORP PLC | $268,541 | – | 1,711 | +100.0% | 0.01% | – |
| ILMN | Buy | ILLUMINA INC | $269,128 | +7.2% | 1,331 | +1.4% | 0.01% | 0.0% |
| LTHM | Buy | LIVENT CORP | $298,269 | -2.5% | 15,011 | +50.1% | 0.01% | -14.3% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $281,595 | +11.7% | 2,451 | +11.1% | 0.01% | 0.0% |
| NOC | New | NORTHROP GRUMMAN CORP | $291,356 | – | 534 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC. | $252,289 | – | 2,238 | +100.0% | 0.01% | – |
| MRNA | New | MODERNA INC | $231,171 | – | 1,287 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $245,262 | – | 3,389 | +100.0% | 0.01% | – |
| MKL | New | MARKEL CORP | $220,021 | – | 167 | +100.0% | 0.01% | – |
| SRE | Buy | SEMPRA | $220,992 | +4.7% | 1,430 | +1.7% | 0.01% | 0.0% |
| ISRG | New | INTUITIVE SURGICAL INC | $228,466 | – | 861 | +100.0% | 0.01% | – |
| HALO | New | HALOZYME THERAPEUTICS INC | $235,737 | – | 4,143 | +100.0% | 0.01% | – |
| GRVI | New | UPEXI INC | $225,000 | – | 75,000 | +100.0% | 0.01% | – |
| GTY | New | GETTY RLTY CORP NEW | $221,244 | – | 6,536 | +100.0% | 0.01% | – |
| FIVE | New | FIVE BELOW INC | $224,095 | – | 1,267 | +100.0% | 0.01% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $220,268 | – | 888 | +100.0% | 0.01% | – |
| EXPE | Buy | EXPEDIA GROUP INC | $246,244 | -3.8% | 2,811 | +2.9% | 0.01% | -16.7% |
| New | BROOKFIELD ASSET MANAGMT LTD | $218,408 | – | 7,618 | +100.0% | 0.01% | – | |
| WEX | New | WEX INC | $253,658 | – | 1,550 | +100.0% | 0.01% | – |
| TECH | New | BIO-TECHNE CORP | $234,716 | – | 2,832 | +100.0% | 0.01% | – |
| WRB | New | BERKLEY W R CORP | $223,153 | – | 3,075 | +100.0% | 0.01% | – |
| ACGL | New | ARCH CAP GROUP LTDord | $216,591 | – | 3,450 | +100.0% | 0.01% | – |
| URI | New | UNITED RENTALS INC | $200,812 | – | 565 | +100.0% | 0.00% | – |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $178,520 | +20.6% | 12,661 | +13.4% | 0.00% | +33.3% |
| EL | New | LAUDER ESTEE COS INCcl a | $203,698 | – | 821 | +100.0% | 0.00% | – |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $213,647 | – | 899 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $211,584 | – | 3,306 | +100.0% | 0.00% | – |
| New | GINKGO BIOWORKS HOLDINGS INC | $39,058 | – | 23,111 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.