Evercore Wealth Management, LLC
CIK Number: 0001482689
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 232.81 | -0.22% | 1.7M | -2.7% | 378.09M | 21.91 | 6.07% | Share |
| 2 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 860.81K | -1.17% | 323.14M | 49.06 | 5.19% | Share |
| 3 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 2.47M | +4.51% | 267.6M | 21.14 | 4.30% | Share |
| 4 | MA | Mastercard Inco... | 583.65 | +0.99% | 421.09K | -3.62% | 230.81M | 52.58 | 3.71% | Share |
| 5 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 1.19M | -2.42% | 226.61M | 54.45 | 3.64% | Share |
| 6 | AZO | AutoZone, Inc. | 3998.08 | -0.95% | 54.54K | -5.17% | 207.94M | 699.7 | 3.34% | Share |
| 7 | BX | Blackstone Inc. | 174.53 | -1.17% | 1.36M | -2.95% | 189.85M | 51.11 | 3.05% | Share |
| 8 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 332.72K | -3.46% | 174.26M | 101.73 | 2.80% | Share |
| 9 | HD | The Home Depot,... | 400.32 | -1.68% | 460.39K | -1.58% | 168.73M | 116.44 | 2.71% | Share |
| 10 | WMB | The Williams Co... | 57.34 | -0.9% | 2.69M | -2.58% | 160.81M | 25 | 2.58% | Share |
| 11 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 999.39K | -2.39% | 156.13M | 42.08 | 2.51% | Share |
| 12 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 636.22K | -2.25% | 156.06M | 111.46 | 2.51% | Share |
| 13 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 274.68K | -1.7% | 146.29M | 135.41 | 2.35% | Share |
| 14 | MS | Morgan Stanley | 148.51 | +0.51% | 1.24M | -2.54% | 144.9M | 48.08 | 2.33% | Share |
| 15 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 289.69K | -2.81% | 144.15M | 157.06 | 2.32% | Share |
| 16 | CBRE | CBRE Group, Inc... | 158.48 | -0.74% | 1.06M | -4.26% | 138.13M | 31.91 | 2.22% | Share |
| 17 | CB | Chubb Limited | 275.69 | +0.24% | 443.67K | -2.24% | 133.98M | 129.76 | 2.15% | Share |
| 18 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 806.85K | -1.57% | 124.77M | 45.26 | 2.00% | Share |
| 19 | ACN | Accenture plc | 246.13 | +0.18% | 374.57K | -2.23% | 116.88M | 94.63 | 1.88% | Share |
| 20 | BLDR | Builders FirstS... | 138.21 | -4.29% | 881K | +4.22% | 110.07M | 59.22 | 1.77% | Share |
| 21 | COST | Costco Wholesal... | 975.42 | -0.35% | 113.21K | -1.11% | 107.07M | 135.39 | 1.72% | Share |
| 22 | BLK | BlackRock, Inc. | 1160.35 | +0.03% | 112.47K | -2.76% | 106.46M | 1025.11 | 1.71% | Share |
| 23 | TJX | The TJX Compani... | 132.95 | -0.86% | 857.89K | -2.18% | 104.49M | 57.46 | 1.68% | Share |
| 24 | AMT | American Tower ... | 203.48 | -0.33% | 437.2K | -3.57% | 95.13M | 113.45 | 1.53% | Share |
| 25 | DLN | WisdomTree U.S.... | 84.89 | -0.09% | 1.09M | -3.79% | 86.6M | 48.5 | 1.39% | Share |
| 26 | CROX | Crocs, Inc. | 84.06 | +0.80% | 795.88K | +7.68% | 84.52M | 97.53 | 1.36% | Share |
| 27 | ADBE | Adobe Inc. | 348.58 | -0.71% | 215.11K | -7.59% | 82.5M | 199.24 | 1.33% | Share |
| 28 | CDW | CDW Corporation | 166.11 | -0.82% | 509.81K | -2.72% | 81.7M | 111.53 | 1.31% | Share |
| 29 | EOG | EOG Resources, ... | 119.79 | +0.27% | 618.21K | -0.61% | 79.28M | 116.4 | 1.27% | Share |
| 30 | UBER | Uber Technologi... | 91.40 | +0.63% | 992.79K | +23.76K% | 72.33M | 72.85 | 1.16% | Share |
| 31 | ANSS | ANSYS, Inc. | 374.30 | -4.69% | 221.05K | -3.31% | 69.97M | 161.75 | 1.12% | Share |
| 32 | PGR | The Progressive... | 250.95 | +0.71% | 234.53K | +1.23K% | 66.37M | 264.16 | 1.07% | Share |
| 33 | FI | Fiserv, Inc. | 134.58 | +0.22% | 294.82K | +10.15% | 65.11M | 206.84 | 1.05% | Share |
| 34 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 115.42K | -4.54% | 64.57M | 285.23 | 1.04% | Share |
| 35 | VIK | Viking Holdings... | 60.01 | +0.03% | 1.58M | +29.59% | 62.94M | 43.08 | 1.01% | Share |
| 36 | GNRC | Generac Holding... | 198.91 | -1.94% | 423.58K | -1.51% | 53.65M | 169.04 | 0.86% | Share |
| 37 | STZ | Constellation B... | 169.54 | -0.49% | 241.94K | -31.96% | 44.4M | 190.48 | 0.71% | Share |
| 38 | FIX | Comfort Systems... | 689.15 | -1.84% | 126.53K | +100.00% | 40.79M | 322.33 | 0.66% | Share |
| 39 | IVV | iShares Core S&... | 648.15 | +0.01% | 67.06K | -1.74% | 37.68M | 288.39 | 0.61% | Share |
| 40 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 631.22K | -2.68% | 37.22M | 33.78 | 0.60% | Share |
| 41 | SHW | The Sherwin-Wil... | 365.43 | -0.92% | 103.71K | -2.22% | 36.21M | 62.3 | 0.58% | Share |
| 42 | DXJ | WisdomTree Japa... | 124.37 | -0.38% | 288.71K | +6.15% | 31.81M | 107.87 | 0.51% | Share |
| 43 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 61.33K | +4.84% | 31.52M | 314.44 | 0.51% | Share |
| 44 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 36.55K | -1.76% | 30.18M | 79.97 | 0.48% | Share |
| 45 | CVX | Chevron Corpora... | 155.20 | -0.43% | 172.26K | -14.8% | 28.82M | 146.27 | 0.46% | Share |
| 46 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 172.88K | -9.17% | 28.67M | 83.67 | 0.46% | Share |
| 47 | ROP | Roper Technolog... | 524.96 | +0.47% | 44.97K | -9.55% | 26.51M | 150.84 | 0.43% | Share |
| 48 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 76.66K | -3.21% | 22.09M | 132.32 | 0.35% | Share |
| 49 | IWF | iShares Russell... | 450.40 | +0.11% | 57.35K | +2.08% | 20.71M | 126.59 | 0.33% | Share |
| 50 | ABT | Abbott Laborato... | 129.32 | -0.06% | 147.34K | -81.05% | 19.54M | 73.18 | 0.31% | Share |
| 51 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 86.83K | -0.78% | 18.19M | 57.3 | 0.29% | Share |
| 52 | ADP | Automatic Data ... | 301.52 | -1.12% | 59.17K | -1.91% | 18.08M | 79.58 | 0.29% | Share |
| 53 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 101.59K | -9.68% | 15.23M | 89.19 | 0.24% | Share |
| 54 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 178.82K | -3.09% | 14.62M | 63.21 | 0.23% | Share |
| 55 | MCD | McDonald's Corp... | 308.84 | +1.24% | 46.4K | -82.83% | 14.49M | 225.41 | 0.23% | Share |
| 56 | SCHW | The Charles Sch... | 97.75 | +2.26% | 174.46K | -0.52% | 13.66M | 30.76 | 0.22% | Share |
| 57 | IBM | International B... | 237.04 | -1.26% | 52.2K | -4.71% | 12.98M | 145.65 | 0.21% | Share |
| 58 | V | Visa Inc. | 345.40 | +0.83% | 36.8K | -2.39% | 12.9M | 149.12 | 0.21% | Share |
| 59 | PG | The Procter & G... | 153.70 | -1.1% | 74.01K | -2.83% | 12.61M | 90.39 | 0.20% | Share |
| 60 | SYK | Stryker Corpora... | 378.47 | -0.13% | 32.35K | +0.15% | 12.04M | 81.7 | 0.19% | Share |
| 61 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 189.67K | -8.26% | 11.7M | 27.13 | 0.19% | Share |
| 62 | MCK | McKesson Corpor... | 673.84 | +1.61% | 16.47K | -16.28% | 11.08M | 144.46 | 0.18% | Share |
| 63 | ARCC | Ares Capital Co... | 22.65 | -0.18% | 487.49K | -52.81% | 10.8M | 20.63 | 0.17% | Share |
| 64 | NEE | NextEra Energy,... | 72.22 | -0.1% | 147.25K | -2.17% | 10.44M | 55.71 | 0.17% | Share |
| 65 | KO | The Coca-Cola C... | 69.52 | -1.33% | 144.8K | -0.67% | 10.37M | 49.09 | 0.17% | Share |
| 66 | VEA | Vanguard Develo... | 58.60 | -0.18% | 203.98K | -3.09% | 10.37M | 41.92 | 0.17% | Share |
| 67 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 85.31K | -2.6% | 10.15M | 78.6 | 0.16% | Share |
| 68 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 57.47K | -2.4% | 9.96M | 162.62 | 0.16% | Share |
| 69 | IJH | iShares Core S&... | 63.85 | -1.31% | 158.85K | -6.75% | 9.27M | 38.14 | 0.15% | Share |
| 70 | MRK | Merck & Co., In... | 82.74 | +0.04% | 101.02K | -2.93% | 9.07M | 54.54 | 0.15% | Share |
| 71 | RTX | RTX Corporation | 155.06 | -0.42% | 67.88K | -1.99% | 8.99M | 62.58 | 0.14% | Share |
| 72 | TXN | Texas Instrumen... | 193.71 | +0.22% | 49.56K | -5.61% | 8.91M | 74.7 | 0.14% | Share |
| 73 | XLV | Health Care Sel... | 133.94 | +0.49% | 60.95K | -57.87% | 8.9M | 126.07 | 0.14% | Share |
| 74 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 11 | -8.33% | 8.78M | 389438 | 0.14% | Share |
| 75 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 62.77K | -2.62% | 8.78M | 36.74 | 0.14% | Share |
| 76 | CHKP | Check Point Sof... | 185.24 | -1.53% | 37.63K | -5.05% | 8.58M | 37.15 | 0.14% | Share |
| 77 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 15.84K | -4.77% | 8.45M | 262.09 | 0.14% | Share |
| 78 | XLK | Technology Sele... | 267.74 | -0.21% | 39.27K | -3.77% | 8.11M | 114 | 0.13% | Share |
| 79 | AMAT | Applied Materia... | 188.22 | -0.95% | 55.77K | -0.21% | 8.09M | 73.08 | 0.13% | Share |
| 80 | LOW | Lowe's Companie... | 253.05 | -1.24% | 34.48K | -0.21% | 8.04M | 39.49 | 0.13% | Share |
| 81 | IWM | iShares Russell... | 228.20 | -1.31% | 37.59K | -1.94% | 7.5M | 153.57 | 0.12% | Share |
| 82 | EPD | Enterprise Prod... | 31.93 | +0.57% | 217.19K | -0.46% | 7.41M | 24.53 | 0.12% | Share |
| 83 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 44.02K | -0.39% | 7.37M | 65.6 | 0.12% | Share |
| 84 | MPLX | MPLX Lp | 50.16 | +0.94% | 132.05K | 0.00% | 7.07M | 33.8 | 0.11% | Share |
| 85 | WMT | Walmart Inc. | 100.84 | -0.15% | 80.39K | -3.83% | 7.06M | 35.45 | 0.11% | Share |
| 86 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 26.06K | -4.45% | 6.99M | 119.53 | 0.11% | Share |
| 87 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 26.51K | +3.25% | 6.87M | 92.49 | 0.11% | Share |
| 88 | AMGN | Amgen Inc. | 290.28 | +0.33% | 18.74K | -3.64% | 5.84M | 167.56 | 0.09% | Share |
| 89 | VB | Vanguard Small ... | 246.81 | -1.26% | 24.59K | -0.05% | 5.45M | 112.49 | 0.09% | Share |
| 90 | ITW | Illinois Tool W... | 262.44 | -1.83% | 21.93K | -13.31% | 5.44M | 60.61 | 0.09% | Share |
| 91 | ECL | Ecolab Inc. | 279.98 | -0.66% | 21.22K | -0.49% | 5.38M | 101.54 | 0.09% | Share |
| 92 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 11.04K | +5.42% | 5.18M | 268.83 | 0.08% | Share |
| 93 | UNP | Union Pacific C... | 221.35 | -0.82% | 21.88K | -19.2% | 5.17M | 76.64 | 0.08% | Share |
| 94 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 84.42K | -1.46% | 5.12M | 49.68 | 0.08% | Share |
| 95 | IVW | iShares S&P 500... | 115.82 | +0.14% | 55.01K | -6.38% | 5.11M | 45.48 | 0.08% | Share |
| 96 | VTI | Vanguard Total ... | 317.25 | -0.13% | 18.24K | 0.00% | 5.01M | 133.44 | 0.08% | Share |
| 97 | JBL | Jabil Inc. | 217.33 | -0.8% | 36.54K | 0.00% | 4.97M | 28.01 | 0.08% | Share |
| 98 | DHR | Danaher Corpora... | 210.15 | +0.48% | 24.25K | -2.86% | 4.97M | 57.37 | 0.08% | Share |
| 99 | IWB | iShares Russell... | 354.15 | -0.03% | 15.58K | -0.38% | 4.78M | 129.62 | 0.08% | Share |
| 100 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 100.26K | -4.84% | 4.54M | 43.02 | 0.07% | Share |
| 101 | RPM | RPM Internation... | 124.09 | -1.16% | 38.3K | -0.65% | 4.43M | 58.39 | 0.07% | Share |
| 102 | CHD | Church & Dwight... | 92.61 | -1.15% | 39.98K | -11.04% | 4.4M | 29.76 | 0.07% | Share |
| 103 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 4.48K | -0.29% | 4.18M | 336.25 | 0.07% | Share |
| 104 | AFL | Aflac Incorpora... | 105.31 | -0.37% | 37.48K | -4.32% | 4.17M | 30.01 | 0.07% | Share |
| 105 | UPS | United Parcel S... | 88.56 | +0.43% | 37.23K | -40.07% | 4.09M | 132.79 | 0.07% | Share |
| 106 | DIS | The Walt Disney... | 116.33 | -0.27% | 41.47K | -3.93% | 4.09M | 98.56 | 0.07% | Share |
| 107 | APH | Amphenol Corpor... | 110.75 | +0.84% | 61.98K | -0.85% | 4.07M | 13.03 | 0.07% | Share |
| 108 | ORLY | O'Reilly Automo... | 101.50 | -1.11% | 2.83K | 0.00% | 4.05M | 128.19 | 0.07% | Share |
| 109 | NKE | NIKE, Inc. | 76.39 | -1.04% | 63.28K | -26.06% | 4.02M | 52.52 | 0.06% | Share |
| 110 | VUG | Vanguard Growth... | 463.54 | +0.15% | 10.8K | 0.00% | 4.01M | 184.17 | 0.06% | Share |
| 111 | META | Meta Platforms,... | 781.96 | +0.24% | 6.88K | -4.76% | 3.97M | 197.05 | 0.06% | Share |
| 112 | PM | Philip Morris I... | 165.25 | -0.38% | 24.8K | -0.59% | 3.94M | 84.22 | 0.06% | Share |
| 113 | EMR | Emerson Electri... | 134.37 | -0.43% | 35.63K | -2.28% | 3.91M | 56.37 | 0.06% | Share |
| 114 | IJR | iShares Core S&... | 115.17 | -1.4% | 36.63K | -3.23% | 3.83M | 91.89 | 0.06% | Share |
| 115 | HON | Honeywell Inter... | 218.15 | -0.73% | 18.05K | -6.38% | 3.82M | 111.59 | 0.06% | Share |
| 116 | GLDM | SPDR Gold MiniS... | 66.08 | -0.62% | 61.21K | -26.2% | 3.79M | 39.8 | 0.06% | Share |
| 117 | NET | Cloudflare, Inc... | 195.34 | -2% | 33.5K | -19.28% | 3.78M | 91.66 | 0.06% | Share |
| 118 | VV | Vanguard Large ... | 297.69 | +0.03% | 14.61K | 0.00% | 3.75M | 96.03 | 0.06% | Share |
| 119 | AXP | American Expres... | 307.72 | +0.28% | 13.83K | -1.45% | 3.72M | 102.92 | 0.06% | Share |
| 120 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 14.36K | -2.55% | 3.71M | 159.18 | 0.06% | Share |
| 121 | XLF | Financial Selec... | 53.01 | +0.47% | 72.04K | -1.37% | 3.59M | 28.08 | 0.06% | Share |
| 122 | PFE | Pfizer Inc. | 25.11 | -0.22% | 134K | -6.77% | 3.4M | 29.93 | 0.05% | Share |
| 123 | CARR | Carrier Global ... | 65.76 | -1.92% | 52.98K | -0.66% | 3.36M | 23.36 | 0.05% | Share |
| 124 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 21.8K | -2.22% | 3.35M | 74.73 | 0.05% | Share |
| 125 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 33.75K | -1.32% | 3.31M | 68.78 | 0.05% | Share |
| 126 | IVE | iShares S&P 500... | 202.03 | -0.1% | 16.84K | -3.02% | 3.21M | 130.96 | 0.05% | Share |
| 127 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 9.48K | -6.72% | 3.13M | 142.18 | 0.05% | Share |
| 128 | BAC | Bank of America... | 47.70 | +0.97% | 73.71K | -15.12% | 3.08M | 35.67 | 0.05% | Share |
| 129 | DUK | Duke Energy Cor... | 124.26 | -1.15% | 24.84K | -0.59% | 3.03M | 84.64 | 0.05% | Share |
| 130 | CSR | Centerspace | 54.95 | -1.91% | 46.77K | 0.00% | 3.03M | 70.64 | 0.05% | Share |
| 131 | ICE | Intercontinenta... | 182.62 | +0.67% | 17.48K | -0.68% | 3.02M | 52.27 | 0.05% | Share |
| 132 | PLTR | Palantir Techno... | 181.00 | -1.83% | 35.36K | -7.4% | 2.98M | 17.19 | 0.05% | Share |
| 133 | TRV | The Travelers C... | 268.64 | -0.25% | 10.91K | 0.00% | 2.89M | 85.35 | 0.05% | Share |
| 134 | MTD | Mettler-Toledo ... | 1314.16 | -0.75% | 2.42K | -1.55% | 2.86M | 240.72 | 0.05% | Share |
| 135 | TMUS | T-Mobile US, In... | 250.25 | -0.24% | 10.66K | -7.59% | 2.84M | 123.81 | 0.05% | Share |
| 136 | GS | The Goldman Sac... | 746.99 | +0.31% | 5.17K | -1.49% | 2.82M | 231.6 | 0.05% | Share |
| 137 | OTIS | Otis Worldwide ... | 87.56 | -1.87% | 27.06K | -1.47% | 2.79M | 57.52 | 0.04% | Share |
| 138 | IWR | iShares Russell... | 94.44 | -0.87% | 32.2K | 0.00% | 2.74M | 59.67 | 0.04% | Share |
| 139 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 36.83K | -0.46% | 2.64M | 35.32 | 0.04% | Share |
| 140 | CL | Colgate-Palmoli... | 84.62 | -1.99% | 26.91K | -4.73% | 2.52M | 56.97 | 0.04% | Share |
| 141 | IDXX | IDEXX Laborator... | 653.95 | -1.5% | 5.94K | -0.12% | 2.5M | 140.1 | 0.04% | Share |
| 142 | CE | Celanese Corpor... | 42.61 | +1.94% | 42.38K | -90.67% | 2.41M | 74.45 | 0.04% | Share |
| 143 | VIG | Vanguard Divide... | 210.08 | +0.06% | 12.39K | 0.00% | 2.4M | 135.25 | 0.04% | Share |
| 144 | IWD | iShares Russell... | 198.66 | -0.29% | 12.23K | -0.44% | 2.3M | 105.67 | 0.04% | Share |
| 145 | MDT | Medtronic plc | 91.95 | -1.03% | 25.52K | -3.52% | 2.29M | 84.75 | 0.04% | Share |
| 146 | XLY | Consumer Discre... | 229.61 | -0.1% | 11.2K | -4.7% | 2.21M | 152.05 | 0.04% | Share |
| 147 | XLC | Communication S... | 111.20 | +0.08% | 22.85K | -8.96% | 2.2M | 64.47 | 0.04% | Share |
| 148 | XLI | Industrial Sele... | 151.15 | -0.87% | 16.58K | -3.21% | 2.17M | 96.65 | 0.03% | Share |
| 149 | GE | GE Aerospace | 269.72 | +0.32% | 10.64K | +1.96% | 2.13M | 66.98 | 0.03% | Share |
| 150 | ZTS | Zoetis Inc. | 153.05 | +0.40% | 12.91K | +1.16% | 2.13M | 101.36 | 0.03% | Share |