Evercore Wealth Management, LLC
CIK Number: 0001482689
6.22B
Market Value
414
# of Holdings
33 months
Avg. Holding Period
37.73%
Win Rate
19.46%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.98 | +0.10% | 1.75M | -0.85% | 438.07M | 21.91 | 6.56% |
| 2 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 870.96K | -0.32% | 367.11M | 49.06 | 5.50% |
| 3 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 2.36M | -1.67% | 317.27M | 17.2 | 4.75% |
| 4 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 1.22M | -0.1% | 267.79M | 54.45 | 4.01% |
| 5 | BX | Blackstone Inc. | 140.69 | -0.49% | 1.4M | -4.92% | 241.29M | 51.11 | 3.61% |
| 6 | MA | Mastercard Inco... | 588.62 | -0.36% | 436.89K | -0.44% | 230.06M | 52.58 | 3.45% |
| 7 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 1.02M | -0.67% | 194.99M | 42.08 | 2.92% |
| 8 | AZO | AutoZone, Inc. | 3675.28 | +0.46% | 57.51K | -0.65% | 184.15M | 699.7 | 2.76% |
| 9 | HD | The Home Depot,... | 362.78 | +0.64% | 467.79K | -0.04% | 181.97M | 116.44 | 2.73% |
| 10 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 344.65K | -0.87% | 174.34M | 101.73 | 2.61% |
| 11 | MS | Morgan Stanley | 131.82 | +0.01% | 1.27M | -0.65% | 160.22M | 48.08 | 2.40% |
| 12 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 650.87K | -0.8% | 156.02M | 111.46 | 2.34% |
| 13 | GOOGL | Alphabet Inc. | 175.57 | -1% | 819.7K | +0.74% | 155.17M | 45.26 | 2.32% |
| 14 | TMO | Thermo Fisher S... | 414.46 | -0.17% | 298.08K | -0.3% | 155.07M | 157.06 | 2.32% |
| 15 | WMB | The Williams Co... | 60.02 | +1.01% | 2.76M | -0.75% | 149.49M | 25 | 2.24% |
| 16 | CBRE | CBRE Group, Inc... | 135.42 | +1.19% | 1.1M | -6.42% | 144.84M | 31.91 | 2.17% |
| 17 | ACN | Accenture plc | 317.94 | -0.4% | 383.1K | -1.92% | 134.77M | 94.53 | 2.02% |
| 18 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 279.44K | -1.37% | 126.67M | 135.41 | 1.90% |
| 19 | CB | Chubb Limited | 289.24 | +1.27% | 453.85K | +0.65% | 125.4M | 129.76 | 1.88% |
| 20 | BLDR | Builders FirstS... | 114.89 | +0.46% | 845.33K | +1.00% | 120.82M | 56.45 | 1.81% |
| 21 | BLK | BlackRock, Inc. | 987.76 | -0.56% | 115.66K | +100.00% | 118.57M | 1025.11 | 1.78% |
| 22 | TJX | The TJX Compani... | 124.31 | -0.18% | 877K | +0.14% | 105.95M | 57.46 | 1.59% |
| 23 | COST | Costco Wholesal... | 1002.64 | +0.59% | 114.47K | -1.15% | 104.89M | 135.39 | 1.57% |
| 24 | ADBE | Adobe Inc. | 414.08 | +0.30% | 232.79K | -0.36% | 103.52M | 199.24 | 1.55% |
| 25 | CDW | CDW Corporation | 174.66 | -0.62% | 524.07K | -2.25% | 91.21M | 111.53 | 1.37% |
| 26 | DLN | WisdomTree U.S.... | 81.03 | +0.43% | 1.13M | +0.31% | 88.22M | 48.5 | 1.32% |
| 27 | ABT | Abbott Laborato... | 136.36 | +0.80% | 777.66K | -0.96% | 87.96M | 73.18 | 1.32% |
| 28 | AMT | American Tower ... | 217.53 | +1.48% | 453.37K | +1.02% | 83.15M | 113.45 | 1.25% |
| 29 | CROX | Crocs, Inc. | 103.75 | -0.52% | 739.11K | +8.95% | 80.95M | 96.87 | 1.21% |
| 30 | STZ | Constellation B... | 169.71 | +0.40% | 355.58K | -1.1% | 78.58M | 190.48 | 1.18% |
| 31 | MCD | McDonald's Corp... | 302.86 | +0.38% | 270.27K | -14.25% | 78.35M | 225.41 | 1.17% |
| 32 | ANSS | ANSYS, Inc. | 343.94 | -0.75% | 228.61K | +0.30% | 77.12M | 161.75 | 1.16% |
| 33 | EOG | EOG Resources, ... | 120.50 | +0.48% | 622.02K | +0.74% | 76.25M | 116.4 | 1.14% |
| 34 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 120.91K | +0.58% | 70.86M | 285.23 | 1.06% |
| 35 | GNRC | Generac Holding... | 128.47 | -1.01% | 430.07K | +4.30% | 66.68M | 169.04 | 1.00% |
| 36 | FI | Fiserv, Inc. | 167.89 | -0.11% | 267.65K | +100.00% | 54.98M | 205.42 | 0.82% |
| 37 | VIK | Viking Holdings... | 47.68 | +0.68% | 1.22M | +100.00% | 53.83M | 44.06 | 0.81% |
| 38 | IVV | iShares Core S&... | 606.23 | +0.32% | 68.25K | -0.53% | 40.18M | 288.39 | 0.60% |
| 39 | BWA | BorgWarner Inc. | 33.37 | -0.92% | 1.18M | -2.87% | 37.62M | 34.19 | 0.56% |
| 40 | SHW | The Sherwin-Wil... | 356.29 | -0.24% | 106.06K | +0.17% | 36.05M | 62.3 | 0.54% |
| 41 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 648.6K | -0.73% | 32.11M | 33.78 | 0.48% |
| 42 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 58.5K | +4.32% | 31.52M | 304.79 | 0.47% |
| 43 | CE | Celanese Corpor... | 56.91 | -2.21% | 454.49K | -32.64% | 31.46M | 74.45 | 0.47% |
| 44 | DXJ | WisdomTree Japa... | 113.40 | -0.03% | 271.97K | +41.96% | 30M | 107.72 | 0.45% |
| 45 | CVX | Chevron Corpora... | 144.84 | +0.04% | 202.19K | -41.9% | 29.29M | 146.27 | 0.44% |
| 46 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 37.2K | -0.18% | 28.72M | 79.97 | 0.43% |
| 47 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 190.34K | -2.44% | 27.53M | 83.67 | 0.41% |
| 48 | ROP | Roper Technolog... | 571.97 | +0.42% | 49.72K | -6.77% | 25.85M | 150.84 | 0.39% |
| 49 | ARCC | Ares Capital Co... | 22.27 | -0.74% | 1.03M | -0.14% | 22.61M | 20.63 | 0.34% |
| 50 | IWF | iShares Russell... | 410.56 | +0.34% | 56.18K | +1.18% | 22.56M | 121.72 | 0.34% |
| 51 | XLV | Health Care Sel... | 136.74 | +0.73% | 144.67K | +135.12% | 19.9M | 126.07 | 0.30% |
| 52 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 79.21K | -0.52% | 19.18M | 132.32 | 0.29% |
| 53 | ADP | Automatic Data ... | 309.72 | -0.85% | 60.33K | -1% | 17.66M | 79.58 | 0.26% |
| 54 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 112.48K | -2.21% | 17.1M | 89.19 | 0.26% |
| 55 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 87.51K | -0.77% | 15.55M | 57.3 | 0.23% |
| 56 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 184.53K | -3.2% | 13.95M | 63.21 | 0.21% |
| 57 | SCHW | The Charles Sch... | 88.46 | +0.07% | 175.37K | +0.01% | 12.98M | 30.76 | 0.19% |
| 58 | PG | The Procter & G... | 163.05 | +0.58% | 76.16K | -0.68% | 12.77M | 90.39 | 0.19% |
| 59 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 206.75K | -1.57% | 12.24M | 27.13 | 0.18% |
| 60 | IBM | International B... | 280.79 | -0.26% | 54.78K | +3.28% | 12.04M | 145.65 | 0.18% |
| 61 | V | Visa Inc. | 371.03 | -0.61% | 37.7K | -1.59% | 11.91M | 149.12 | 0.18% |
| 62 | SYK | Stryker Corpora... | 380.13 | -0.25% | 32.3K | -0.16% | 11.63M | 81.27 | 0.17% |
| 63 | MCK | McKesson Corpor... | 730.42 | +1.76% | 19.67K | +3.85% | 11.21M | 144.46 | 0.17% |
| 64 | NEE | NextEra Energy,... | 73.84 | +1.15% | 150.52K | +1.00% | 10.79M | 55.71 | 0.16% |
| 65 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 64.46K | -0.75% | 10.74M | 36.74 | 0.16% |
| 66 | IJH | iShares Core S&... | 61.17 | +0.07% | 170.35K | -3.64% | 10.61M | 38.14 | 0.16% |
| 67 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 25.68K | -28.4% | 10.37M | 87.08 | 0.16% |
| 68 | MRK | Merck & Co., In... | 81.73 | +1.75% | 104.07K | -0.6% | 10.35M | 54.54 | 0.16% |
| 69 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 58.88K | +2.43% | 10.32M | 162.62 | 0.15% |
| 70 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 44.2K | -7.58% | 10.25M | 65.6 | 0.15% |
| 71 | VEA | Vanguard Develo... | 56.86 | +0.78% | 210.49K | +1.95% | 10.07M | 41.92 | 0.15% |
| 72 | TXN | Texas Instrumen... | 199.58 | -0.06% | 52.51K | -2.3% | 9.85M | 74.7 | 0.15% |
| 73 | XLK | Technology Sele... | 242.47 | +0.89% | 40.81K | -3.01% | 9.49M | 114 | 0.14% |
| 74 | MDY | SPDR S&P MIDCAP... | 559.03 | +0.06% | 16.63K | +0.33% | 9.47M | 262.09 | 0.14% |
| 75 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 87.59K | -1.23% | 9.42M | 78.6 | 0.14% |
| 76 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 27.27K | +0.93% | 9.12M | 119.53 | 0.14% |
| 77 | AMAT | Applied Materia... | 174.97 | +1.26% | 55.89K | -0.84% | 9.09M | 73.08 | 0.14% |
| 78 | KO | The Coca-Cola C... | 72.20 | +0.18% | 145.78K | -13.38% | 9.08M | 49.09 | 0.14% |
| 79 | LOW | Lowe's Companie... | 223.28 | +0.76% | 34.55K | -0.64% | 8.53M | 39.49 | 0.13% |
| 80 | IWM | iShares Russell... | 212.65 | -0.46% | 38.33K | +0.01% | 8.47M | 153.57 | 0.13% |
| 81 | BRK-A | Berkshire Hatha... | 734649.99 | +0.35% | 12 | -7.69% | 8.17M | 389438 | 0.12% |
| 82 | RTX | RTX Corporation | 141.01 | -0.56% | 69.25K | -0.26% | 8.01M | 62.58 | 0.12% |
| 83 | UPS | United Parcel S... | 100.82 | -0.34% | 62.12K | +37.31% | 7.83M | 132.79 | 0.12% |
| 84 | WMT | Walmart Inc. | 94.83 | -1.01% | 83.59K | -1.15% | 7.55M | 35.45 | 0.11% |
| 85 | CHKP | Check Point Sof... | 222.91 | +0.11% | 39.63K | 0.00% | 7.4M | 37.15 | 0.11% |
| 86 | EPD | Enterprise Prod... | 31.96 | -0.47% | 218.19K | 0.00% | 6.84M | 24.53 | 0.10% |
| 87 | NKE | NIKE, Inc. | 62.82 | -0.46% | 85.58K | -28.32% | 6.48M | 52.52 | 0.10% |
| 88 | ITW | Illinois Tool W... | 245.68 | -0.38% | 25.3K | -6.48% | 6.41M | 60.61 | 0.10% |
| 89 | MPLX | MPLX LP | 51.78 | +0.26% | 132.05K | +17.85% | 6.32M | 33.8 | 0.09% |
| 90 | UNP | Union Pacific C... | 225.29 | -0.19% | 27.07K | -2.8% | 6.17M | 76.64 | 0.09% |
| 91 | IVW | iShares S&P 500... | 106.36 | +0.36% | 58.76K | +10.82% | 5.97M | 45.48 | 0.09% |
| 92 | VB | Vanguard Small ... | 233.32 | -0.21% | 24.6K | -8.31% | 5.91M | 112.49 | 0.09% |
| 93 | DHR | Danaher Corpora... | 204.74 | +0.01% | 24.96K | -0.26% | 5.73M | 57.37 | 0.09% |
| 94 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 10.47K | +3.31% | 5.35M | 257.99 | 0.08% |
| 95 | VTI | Vanguard Total ... | 296.95 | +0.28% | 18.24K | +0.20% | 5.29M | 133.44 | 0.08% |
| 96 | JBL | Jabil Inc. | 179.03 | +0.34% | 36.54K | 0.00% | 5.26M | 28.01 | 0.08% |
| 97 | AMGN | Amgen Inc. | 297.25 | +1.86% | 19.45K | -2.4% | 5.07M | 167.56 | 0.08% |
| 98 | IWB | iShares Russell... | 331.42 | +0.24% | 15.64K | +0.81% | 5.04M | 129.62 | 0.08% |
| 99 | ECL | Ecolab Inc. | 271.11 | +1.18% | 21.33K | +1.36% | 5M | 101.54 | 0.07% |
| 100 | VEU | Vanguard FTSE A... | 67.07 | +0.57% | 85.67K | -1.32% | 4.92M | 49.68 | 0.07% |
| 101 | DIS | The Walt Disney... | 118.50 | -0.85% | 43.16K | -2.83% | 4.81M | 98.56 | 0.07% |
| 102 | RPM | RPM Internation... | 114.88 | -0.2% | 38.55K | -9.4% | 4.74M | 58.39 | 0.07% |
| 103 | CHD | Church & Dwight... | 99.05 | -0.05% | 44.95K | -1.82% | 4.71M | 29.76 | 0.07% |
| 104 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 105.36K | +4.44% | 4.64M | 43.02 | 0.07% |
| 105 | EMR | Emerson Electri... | 126.72 | +0.18% | 36.47K | 0.00% | 4.52M | 56.37 | 0.07% |
| 106 | NET | Cloudflare, Inc... | 170.86 | -4.92% | 41.5K | 0.00% | 4.47M | 91.66 | 0.07% |
| 107 | GTLS | Chart Industrie... | 147.90 | +1.03% | 23.4K | -23.27% | 4.46M | 128.11 | 0.07% |
| 108 | VUG | Vanguard Growth... | 423.76 | +0.11% | 10.8K | 0.00% | 4.43M | 184.17 | 0.07% |
| 109 | IJR | iShares Core S&... | 108.32 | -0.46% | 37.85K | +0.12% | 4.36M | 91.89 | 0.07% |
| 110 | HON | Honeywell Inter... | 225.98 | +0.07% | 19.29K | -0.77% | 4.36M | 111.59 | 0.07% |
| 111 | APH | Amphenol Corpor... | 94.55 | +1.58% | 62.51K | -3.5% | 4.34M | 13.03 | 0.07% |
| 112 | GLDM | SPDR Gold MiniS... | 67.09 | +1.24% | 82.94K | +8.22% | 4.31M | 39.8 | 0.06% |
| 113 | META | Meta Platforms,... | 693.11 | -0.15% | 7.23K | +1.11% | 4.23M | 197.05 | 0.06% |
| 114 | PGR | The Progressive... | 268.24 | +1.91% | 17.6K | -1.27% | 4.22M | 31.89 | 0.06% |
| 115 | AXP | American Expres... | 298.02 | -0.36% | 14.03K | +2.51% | 4.16M | 102.92 | 0.06% |
| 116 | AFL | Aflac Incorpora... | 102.61 | +1.25% | 39.17K | 0.00% | 4.05M | 30.01 | 0.06% |
| 117 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 4.5K | 0.00% | 4.01M | 336.25 | 0.06% |
| 118 | VV | Vanguard Large ... | 278.41 | +0.31% | 14.61K | -3.57% | 3.94M | 96.03 | 0.06% |
| 119 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 14.73K | -6.24% | 3.89M | 159.18 | 0.06% |
| 120 | BAC | Bank of America... | 44.56 | -0.37% | 86.84K | -1.23% | 3.82M | 35.67 | 0.06% |
| 121 | PFE | Pfizer Inc. | 24.83 | +1.44% | 143.74K | -17.1% | 3.81M | 29.93 | 0.06% |
| 122 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 10.17K | +1.95% | 3.69M | 142.18 | 0.06% |
| 123 | CARR | Carrier Global ... | 72.47 | -0.01% | 53.34K | -1.84% | 3.64M | 23.36 | 0.05% |
| 124 | XLF | Financial Selec... | 50.99 | -0.01% | 73.04K | -2.05% | 3.53M | 28.08 | 0.05% |
| 125 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 22.3K | -0.05% | 3.43M | 74.73 | 0.05% |
| 126 | ORLY | O'Reilly Automo... | 91.08 | +1.19% | 2.83K | 0.00% | 3.35M | 128.19 | 0.05% |
| 127 | IVE | iShares S&P 500... | 192.83 | +0.30% | 17.36K | +19.33% | 3.31M | 130.96 | 0.05% |
| 128 | SBUX | Starbucks Corpo... | 94.34 | -1.1% | 34.2K | -5.35% | 3.12M | 68.78 | 0.05% |
| 129 | CSR | Centerspace | 64.58 | +0.53% | 46.77K | 0.00% | 3.09M | 70.64 | 0.05% |
| 130 | MTD | Mettler-Toledo ... | 1191.05 | -0.16% | 2.46K | -2.58% | 3.01M | 240.72 | 0.05% |
| 131 | GS | The Goldman Sac... | 625.32 | +0.18% | 5.25K | 0.00% | 3M | 231.6 | 0.04% |
| 132 | PM | Philip Morris I... | 183.84 | +0.25% | 24.94K | +0.00% | 3M | 84.22 | 0.04% |
| 133 | PLTR | Palantir Techno... | 135.06 | -0.98% | 38.19K | 0.00% | 2.89M | 17.19 | 0.04% |
| 134 | IWR | iShares Russell... | 90.40 | +0.03% | 32.2K | -8.6% | 2.85M | 59.67 | 0.04% |
| 135 | DUK | Duke Energy Cor... | 117.22 | +0.75% | 24.98K | -2.28% | 2.69M | 84.64 | 0.04% |
| 136 | XLY | Consumer Discre... | 213.73 | -0.46% | 11.75K | -2.73% | 2.64M | 152.05 | 0.04% |
| 137 | TRV | The Travelers C... | 265.91 | +1.78% | 10.91K | +0.08% | 2.63M | 85.35 | 0.04% |
| 138 | ICE | Intercontinenta... | 178.97 | +0.83% | 17.6K | -1.18% | 2.62M | 52.27 | 0.04% |
| 139 | WFC | Wells Fargo & C... | 73.92 | -1.34% | 36.99K | -0.56% | 2.6M | 35.32 | 0.04% |
| 140 | CL | Colgate-Palmoli... | 93.09 | +1.07% | 28.25K | -0.35% | 2.57M | 56.97 | 0.04% |
| 141 | TMUS | T-Mobile US, In... | 228.62 | -1% | 11.54K | -14.77% | 2.55M | 123.81 | 0.04% |
| 142 | OTIS | Otis Worldwide ... | 96.87 | +1.54% | 27.47K | -0.01% | 2.54M | 57.52 | 0.04% |
| 143 | IDXX | IDEXX Laborator... | 527.00 | +0.54% | 5.95K | -0.07% | 2.46M | 140.1 | 0.04% |
| 144 | XLC | Communication S... | 103.61 | -0.83% | 25.1K | -8.08% | 2.43M | 64.47 | 0.04% |
| 145 | VIG | Vanguard Divide... | 202.54 | +0.63% | 12.39K | +20.93% | 2.43M | 135.25 | 0.04% |
| 146 | IWD | iShares Russell... | 191.63 | +0.17% | 12.29K | -2.45% | 2.27M | 105.67 | 0.03% |
| 147 | ATR | AptarGroup, Inc... | 154.21 | +1.51% | 14.38K | -3.36% | 2.26M | 89.27 | 0.03% |
| 148 | XLI | Industrial Sele... | 143.82 | -0.29% | 17.13K | -4.99% | 2.26M | 96.65 | 0.03% |
| 149 | LMT | Lockheed Martin... | 468.85 | +2.68% | 4.38K | +0.46% | 2.13M | 224.14 | 0.03% |
| 150 | IEFA | iShares Core MS... | 84.11 | +0.76% | 30.08K | +0.08% | 2.11M | 63.43 | 0.03% |