Filed: 2/14/2025ACC: 0001172661-25-000946
📋 What this filing means
EVERCORE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 417 equity positions with a total reported market value of $6.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
417
Positions
$6.68B
Total AUM (reported)
39.43M
Total Shares
Allocation by class
COM$4.74B71.0%
CL A$483.17M7.2%
CAP STK CL C$194.99M2.9%
COM NEW$168.89M2.5%
CAP STK CL A$155.17M2.3%
SHS CLASS A$134.77M2.0%
CL B NEW$126.67M1.9%
Portfolio Concentration
Top 3$1.12B16.8%
4–10$1.47B22.1%
11–25$1.95B29.2%
Rest$2.13B31.9%
Top 3 weight
16.8%
Top 10 weight
38.9%
Voting Authority Distribution
Total shares with voting rights: 39.43M
Sole
Full voting authority
37.69M
shares
% of voting shares95.6%
Shared
Joint voting authority
1.14M
shares
% of voting shares2.9%
None
No voting authority
605.31K
shares
% of voting shares1.5%
Investment Discretion (by position count)
Sole356
Shared0
Other61
Dominant voting typeSole · 95.6% of voting shares
Institutional Holdings417
Rows:
APPLE INC
DFNDShares1.75M
TypeSH
Market value$438.07M
6.56%
Sole
1.69M
Shared
50.58K
None
8.34K
MICROSOFT CORP
SOLEShares870.96K
TypeSH
Market value$367.11M
5.50%
Sole
833.68K
Shared
26.68K
None
10.61K
NVIDIA CORPORATION
DFNDShares2.36M
TypeSH
Market value$317.27M
4.75%
Sole
2.27M
Shared
71.83K
None
22.16K
AMAZON COM INC
DFNDShares1.22M
TypeSH
Market value$267.79M
4.01%
Sole
1.16M
Shared
49.38K
None
9.52K
BLACKSTONE INC
DFNDShares1.40M
TypeSH
Market value$241.29M
3.61%
Sole
1.36M
Shared
36.88K
None
6.51K
MASTERCARD INCORPORATED
SOLEShares436.89K
TypeSH
Market value$230.06M
3.45%
Sole
416.90K
Shared
16.87K
None
3.12K
ALPHABET INC
DFNDShares1.02M
TypeSH
Market value$194.99M
2.92%
Sole
971.49K
Shared
38.63K
None
13.76K
AUTOZONE INC
SOLEShares57.51K
TypeSH
Market value$184.15M
2.76%
Sole
54.13K
Shared
2.51K
None
871.00
HOME DEPOT INC
SOLEShares467.79K
TypeSH
Market value$181.97M
2.73%
Sole
448.44K
Shared
15.10K
None
4.26K
UNITEDHEALTH GROUP INC
SOLEShares344.65K
TypeSH
Market value$174.34M
2.61%
Sole
330.79K
Shared
10.93K
None
2.93K
MORGAN STANLEY
SOLEShares1.27M
TypeSH
Market value$160.22M
2.40%
Sole
1.22M
Shared
37.06K
None
16.26K
JPMORGAN CHASE & CO.
DFNDShares650.87K
TypeSH
Market value$156.02M
2.34%
Sole
625.96K
Shared
16.05K
None
8.87K
ALPHABET INC
DFNDShares819.70K
TypeSH
Market value$155.17M
2.32%
Sole
797.47K
Shared
22.23K
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares298.08K
TypeSH
Market value$155.07M
2.32%
Sole
282.71K
Shared
10.96K
None
4.41K
WILLIAMS COS INC
SOLEShares2.76M
TypeSH
Market value$149.49M
2.24%
Sole
2.70M
Shared
58.32K
None
7.38K
CBRE GROUP INC
SOLEShares1.10M
TypeSH
Market value$144.84M
2.17%
Sole
1.03M
Shared
55.58K
None
12.76K
ACCENTURE PLC IRELAND
SOLEShares383.10K
TypeSH
Market value$134.77M
2.02%
Sole
366.79K
Shared
12.54K
None
3.76K
BERKSHIRE HATHAWAY INC DEL
DFNDShares279.44K
TypeSH
Market value$126.67M
1.90%
Sole
265.88K
Shared
7.04K
None
6.52K
CHUBB LIMITED
SOLEShares453.85K
TypeSH
Market value$125.40M
1.88%
Sole
434.62K
Shared
14.50K
None
4.74K
BUILDERS FIRSTSOURCE INC
SOLEShares845.33K
TypeSH
Market value$120.82M
1.81%
Sole
800.58K
Shared
32.68K
None
12.07K
BLACKROCK INC
SOLEShares115.66K
TypeSH
Market value$118.57M
1.78%
Sole
111.41K
Shared
3.08K
None
1.17K
TJX COS INC NEW
SOLEShares877K
TypeSH
Market value$105.95M
1.59%
Sole
846.93K
Shared
16.12K
None
13.95K
COSTCO WHSL CORP NEW
SOLEShares114.47K
TypeSH
Market value$104.89M
1.57%
Sole
111.81K
Shared
584.00
None
2.08K
ADOBE INC
SOLEShares232.79K
TypeSH
Market value$103.52M
1.55%
Sole
222.69K
Shared
7.88K
None
2.21K
CDW CORP
SOLEShares524.07K
TypeSH
Market value$91.21M
1.37%
Sole
503.05K
Shared
14.81K
None
6.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 1.75M | SH | $438.07M 6.56% | 1.69M | 50.58K | 8.34K |
MICROSOFT CORPSOLE | COM | 870.96K | SH | $367.11M 5.50% | 833.68K | 26.68K | 10.61K |
NVIDIA CORPORATIONDFND | COM | 2.36M | SH | $317.27M 4.75% | 2.27M | 71.83K | 22.16K |
AMAZON COM INCDFND | COM | 1.22M | SH | $267.79M 4.01% | 1.16M | 49.38K | 9.52K |
BLACKSTONE INCDFND | COM | 1.40M | SH | $241.29M 3.61% | 1.36M | 36.88K | 6.51K |
MASTERCARD INCORPORATEDSOLE | CL A | 436.89K | SH | $230.06M 3.45% | 416.90K | 16.87K | 3.12K |
ALPHABET INCDFND | CAP STK CL C | 1.02M | SH | $194.99M 2.92% | 971.49K | 38.63K | 13.76K |
AUTOZONE INCSOLE | COM | 57.51K | SH | $184.15M 2.76% | 54.13K | 2.51K | 871.00 |
HOME DEPOT INCSOLE | COM | 467.79K | SH | $181.97M 2.73% | 448.44K | 15.10K | 4.26K |
UNITEDHEALTH GROUP INCSOLE | COM | 344.65K | SH | $174.34M 2.61% | 330.79K | 10.93K | 2.93K |
MORGAN STANLEYSOLE | COM NEW | 1.27M | SH | $160.22M 2.40% | 1.22M | 37.06K | 16.26K |
JPMORGAN CHASE & CO.DFND | COM | 650.87K | SH | $156.02M 2.34% | 625.96K | 16.05K | 8.87K |
ALPHABET INCDFND | CAP STK CL A | 819.70K | SH | $155.17M 2.32% | 797.47K | 22.23K | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 298.08K | SH | $155.07M 2.32% | 282.71K | 10.96K | 4.41K |
WILLIAMS COS INCSOLE | COM | 2.76M | SH | $149.49M 2.24% | 2.70M | 58.32K | 7.38K |
CBRE GROUP INCSOLE | CL A | 1.10M | SH | $144.84M 2.17% | 1.03M | 55.58K | 12.76K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 383.10K | SH | $134.77M 2.02% | 366.79K | 12.54K | 3.76K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 279.44K | SH | $126.67M 1.90% | 265.88K | 7.04K | 6.52K |
CHUBB LIMITEDSOLE | COM | 453.85K | SH | $125.40M 1.88% | 434.62K | 14.50K | 4.74K |
BUILDERS FIRSTSOURCE INCSOLE | COM | 845.33K | SH | $120.82M 1.81% | 800.58K | 32.68K | 12.07K |
BLACKROCK INCSOLE | COM | 115.66K | SH | $118.57M 1.78% | 111.41K | 3.08K | 1.17K |
TJX COS INC NEWSOLE | COM | 877K | SH | $105.95M 1.59% | 846.93K | 16.12K | 13.95K |
COSTCO WHSL CORP NEWSOLE | COM | 114.47K | SH | $104.89M 1.57% | 111.81K | 584.00 | 2.08K |
ADOBE INCSOLE | COM | 232.79K | SH | $103.52M 1.55% | 222.69K | 7.88K | 2.21K |
CDW CORPSOLE | COM | 524.07K | SH | $91.21M 1.37% | 503.05K | 14.81K | 6.20K |
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