Filed: 5/15/2025ACC: 0001172661-25-002000
📋 What this filing means
EVERCORE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 411 equity positions with a total reported market value of $6.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
411
Positions
$6.22B
Total AUM (reported)
37.42M
Total Shares
Allocation by class
COM$4.42B71.0%
CL A$441.97M7.1%
CAP STK CL C$156.13M2.5%
CL B NEW$155.34M2.5%
COM NEW$153.90M2.5%
CAP STK CL A$124.77M2.0%
SHS CLASS A$117.22M1.9%
Portfolio Concentration
Top 3$970.46M15.6%
4–10$1.36B21.9%
11–25$1.88B30.2%
Rest$2.01B32.3%
Top 3 weight
15.6%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 37.42M
Sole
Full voting authority
35.78M
shares
% of voting shares95.6%
Shared
Joint voting authority
1.08M
shares
% of voting shares2.9%
None
No voting authority
551.32K
shares
% of voting shares1.5%
Investment Discretion (by position count)
Sole268
Shared0
Other143
Dominant voting typeSole · 95.6% of voting shares
Institutional Holdings411
Rows:
APPLE INC
OTRShares1.70M
TypeSH
Market value$378.09M
6.07%
Sole
1.64M
Shared
50.32K
None
8.34K
MICROSOFT CORP
SOLEShares860.81K
TypeSH
Market value$323.14M
5.19%
Sole
823.52K
Shared
26.65K
None
10.64K
NVIDIA CORPORATION
DFNDShares2.48M
TypeSH
Market value$269.23M
4.32%
Sole
2.38M
Shared
79.80K
None
27.38K
MASTERCARD INCORPORATED
OTRShares421.09K
TypeSH
Market value$230.81M
3.71%
Sole
401.69K
Shared
16.28K
None
3.12K
AMAZON COM INC
OTRShares1.20M
TypeSH
Market value$227.56M
3.66%
Sole
1.14M
Shared
49.23K
None
9.52K
AUTOZONE INC
OTRShares54.54K
TypeSH
Market value$207.94M
3.34%
Sole
51.26K
Shared
2.41K
None
866.00
BLACKSTONE INC
SOLEShares1.37M
TypeSH
Market value$191.52M
3.08%
Sole
1.33M
Shared
35.83K
None
6.49K
UNITEDHEALTH GROUP INC
DFNDShares332.72K
TypeSH
Market value$174.26M
2.80%
Sole
318.99K
Shared
10.80K
None
2.93K
HOME DEPOT INC
DFNDShares460.39K
TypeSH
Market value$168.73M
2.71%
Sole
441.12K
Shared
15.02K
None
4.26K
WILLIAMS COS INC
OTRShares2.69M
TypeSH
Market value$160.81M
2.58%
Sole
2.63M
Shared
55.22K
None
7.47K
ALPHABET INC
DFNDShares999.39K
TypeSH
Market value$156.13M
2.51%
Sole
947.17K
Shared
38.46K
None
13.76K
JPMORGAN CHASE & CO.
SOLEShares636.22K
TypeSH
Market value$156.06M
2.51%
Sole
611.67K
Shared
15.72K
None
8.82K
BERKSHIRE HATHAWAY INC DEL
SOLEShares291.68K
TypeSH
Market value$155.34M
2.50%
Sole
277.95K
Shared
7.21K
None
6.52K
MORGAN STANLEY
OTRShares1.24M
TypeSH
Market value$144.90M
2.33%
Sole
1.19M
Shared
36.65K
None
16.26K
THERMO FISHER SCIENTIFIC INC
DFNDShares289.69K
TypeSH
Market value$144.15M
2.32%
Sole
274.45K
Shared
10.84K
None
4.41K
CBRE GROUP INC
SOLEShares1.06M
TypeSH
Market value$138.13M
2.22%
Sole
990.67K
Shared
53.28K
None
12.27K
CHUBB LIMITED
OTRShares443.67K
TypeSH
Market value$133.98M
2.15%
Sole
424.31K
Shared
14.64K
None
4.71K
ALPHABET INC
OTRShares806.85K
TypeSH
Market value$124.77M
2.00%
Sole
784.67K
Shared
22.17K
None
0.00
ACCENTURE PLC IRELAND
OTRShares374.57K
TypeSH
Market value$116.88M
1.88%
Sole
358.36K
Shared
12.44K
None
3.76K
BUILDERS FIRSTSOURCE INC
SOLEShares881K
TypeSH
Market value$110.07M
1.77%
Sole
833.21K
Shared
35.46K
None
12.33K
COSTCO WHSL CORP NEW
SOLEShares113.21K
TypeSH
Market value$107.07M
1.72%
Sole
110.56K
Shared
570.00
None
2.08K
BLACKROCK INC
DFNDShares112.47K
TypeSH
Market value$106.46M
1.71%
Sole
108.23K
Shared
3.07K
None
1.17K
TJX COS INC NEW
SOLEShares857.89K
TypeSH
Market value$104.49M
1.68%
Sole
827.90K
Shared
16.08K
None
13.91K
AMERICAN TOWER CORP NEW
OTRShares437.20K
TypeSH
Market value$95.13M
1.53%
Sole
420.73K
Shared
14.22K
None
2.24K
WISDOMTREE TR
SOLEShares1.09M
TypeSH
Market value$86.60M
1.39%
Sole
1.06M
Shared
8.59K
None
23.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 1.70M | SH | $378.09M 6.07% | 1.64M | 50.32K | 8.34K |
MICROSOFT CORPSOLE | COM | 860.81K | SH | $323.14M 5.19% | 823.52K | 26.65K | 10.64K |
NVIDIA CORPORATIONDFND | COM | 2.48M | SH | $269.23M 4.32% | 2.38M | 79.80K | 27.38K |
MASTERCARD INCORPORATEDOTR | CL A | 421.09K | SH | $230.81M 3.71% | 401.69K | 16.28K | 3.12K |
AMAZON COM INCOTR | COM | 1.20M | SH | $227.56M 3.66% | 1.14M | 49.23K | 9.52K |
AUTOZONE INCOTR | COM | 54.54K | SH | $207.94M 3.34% | 51.26K | 2.41K | 866.00 |
BLACKSTONE INCSOLE | COM | 1.37M | SH | $191.52M 3.08% | 1.33M | 35.83K | 6.49K |
UNITEDHEALTH GROUP INCDFND | COM | 332.72K | SH | $174.26M 2.80% | 318.99K | 10.80K | 2.93K |
HOME DEPOT INCDFND | COM | 460.39K | SH | $168.73M 2.71% | 441.12K | 15.02K | 4.26K |
WILLIAMS COS INCOTR | COM | 2.69M | SH | $160.81M 2.58% | 2.63M | 55.22K | 7.47K |
ALPHABET INCDFND | CAP STK CL C | 999.39K | SH | $156.13M 2.51% | 947.17K | 38.46K | 13.76K |
JPMORGAN CHASE & CO.SOLE | COM | 636.22K | SH | $156.06M 2.51% | 611.67K | 15.72K | 8.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 291.68K | SH | $155.34M 2.50% | 277.95K | 7.21K | 6.52K |
MORGAN STANLEYOTR | COM NEW | 1.24M | SH | $144.90M 2.33% | 1.19M | 36.65K | 16.26K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 289.69K | SH | $144.15M 2.32% | 274.45K | 10.84K | 4.41K |
CBRE GROUP INCSOLE | CL A | 1.06M | SH | $138.13M 2.22% | 990.67K | 53.28K | 12.27K |
CHUBB LIMITEDOTR | COM | 443.67K | SH | $133.98M 2.15% | 424.31K | 14.64K | 4.71K |
ALPHABET INCOTR | CAP STK CL A | 806.85K | SH | $124.77M 2.00% | 784.67K | 22.17K | 0.00 |
ACCENTURE PLC IRELANDOTR | SHS CLASS A | 374.57K | SH | $116.88M 1.88% | 358.36K | 12.44K | 3.76K |
BUILDERS FIRSTSOURCE INCSOLE | COM | 881K | SH | $110.07M 1.77% | 833.21K | 35.46K | 12.33K |
COSTCO WHSL CORP NEWSOLE | COM | 113.21K | SH | $107.07M 1.72% | 110.56K | 570.00 | 2.08K |
BLACKROCK INCDFND | COM | 112.47K | SH | $106.46M 1.71% | 108.23K | 3.07K | 1.17K |
TJX COS INC NEWSOLE | COM | 857.89K | SH | $104.49M 1.68% | 827.90K | 16.08K | 13.91K |
AMERICAN TOWER CORP NEWOTR | COM | 437.20K | SH | $95.13M 1.53% | 420.73K | 14.22K | 2.24K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 1.09M | SH | $86.60M 1.39% | 1.06M | 8.59K | 23.10K |
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