Filed: 8/14/2025ACC: 0001172661-25-003437
📋 What this filing means
EVERCORE WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 406 equity positions with a total reported market value of $6.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
406
Positions
$6.43B
Total AUM (reported)
37.53M
Total Shares
Allocation by class
COM$4.53B70.5%
CL A$410.50M6.4%
COM NEW$187.68M2.9%
CAP STK CL C$174.48M2.7%
CAP STK CL A$137.76M2.1%
CL B NEW$131.97M2.1%
SHS CLASS A$108.66M1.7%
Portfolio Concentration
Top 3$1.13B17.6%
4–10$1.41B22.0%
11–25$1.79B27.8%
Rest$2.10B32.6%
Top 3 weight
17.6%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 37.53M
Sole
Full voting authority
35.33M
shares
% of voting shares94.1%
Shared
Joint voting authority
1.12M
shares
% of voting shares3.0%
None
No voting authority
1.08M
shares
% of voting shares2.9%
Investment Discretion (by position count)
Sole155
Shared0
Other251
Dominant voting typeSole · 94.1% of voting shares
Institutional Holdings406
Rows:
MICROSOFT CORP
OTRShares836.04K
TypeSH
Market value$415.86M
6.47%
Sole
779.52K
Shared
26.64K
None
29.88K
NVIDIA CORPORATION
OTRShares2.41M
TypeSH
Market value$381.26M
5.93%
Sole
2.27M
Shared
78.41K
None
67.14K
APPLE INC
DFNDShares1.65M
TypeSH
Market value$337.61M
5.25%
Sole
1.56M
Shared
46.35K
None
38.21K
AMAZON COM INC
SOLEShares1.16M
TypeSH
Market value$255.27M
3.97%
Sole
1.09M
Shared
49.30K
None
27.72K
MASTERCARD INCORPORATED
OTRShares412.42K
TypeSH
Market value$231.75M
3.60%
Sole
383.17K
Shared
15.98K
None
13.27K
BLACKSTONE INC
DFNDShares1.36M
TypeSH
Market value$203.17M
3.16%
Sole
1.29M
Shared
35.67K
None
33.13K
AUTOZONE INC
OTRShares52.90K
TypeSH
Market value$196.38M
3.05%
Sole
48.48K
Shared
2.40K
None
2.02K
MORGAN STANLEY
OTRShares1.26M
TypeSH
Market value$177.76M
2.76%
Sole
1.18M
Shared
37.32K
None
46.24K
ALPHABET INC
SOLEShares983.62K
TypeSH
Market value$174.48M
2.71%
Sole
913.39K
Shared
38.87K
None
31.36K
JPMORGAN CHASE & CO.
DFNDShares600.11K
TypeSH
Market value$173.98M
2.70%
Sole
568.02K
Shared
14.99K
None
17.09K
HOME DEPOT INC
DFNDShares450.74K
TypeSH
Market value$165.26M
2.57%
Sole
421.10K
Shared
15.02K
None
14.62K
WILLIAMS COS INC
OTRShares2.53M
TypeSH
Market value$159.11M
2.47%
Sole
2.43M
Shared
51.70K
None
52.96K
CBRE GROUP INC
DFNDShares1.04M
TypeSH
Market value$145.52M
2.26%
Sole
956.50K
Shared
52.52K
None
29.48K
ALPHABET INC
OTRShares781.69K
TypeSH
Market value$137.76M
2.14%
Sole
743.17K
Shared
22.01K
None
16.51K
BERKSHIRE HATHAWAY INC DEL
SOLEShares271.67K
TypeSH
Market value$131.97M
2.05%
Sole
258.31K
Shared
7.20K
None
6.17K
CHUBB LIMITED
DFNDShares435.45K
TypeSH
Market value$126.16M
1.96%
Sole
404.93K
Shared
14.60K
None
15.92K
BLACKROCK INC
OTRShares110.13K
TypeSH
Market value$115.55M
1.80%
Sole
104.50K
Shared
3.06K
None
2.57K
THERMO FISHER SCIENTIFIC INC
DFNDShares284.20K
TypeSH
Market value$115.23M
1.79%
Sole
263.02K
Shared
10.76K
None
10.42K
ACCENTURE PLC IRELAND
OTRShares363.55K
TypeSH
Market value$108.66M
1.69%
Sole
340.51K
Shared
11.80K
None
11.24K
COSTCO WHSL CORP NEW
OTRShares103.88K
TypeSH
Market value$102.84M
1.60%
Sole
101.28K
Shared
570.00
None
2.03K
BUILDERS FIRSTSOURCE INC
OTRShares873.96K
TypeSH
Market value$101.98M
1.59%
Sole
805.12K
Shared
35.14K
None
33.70K
UBER TECHNOLOGIES INC
DFNDShares1.07M
TypeSH
Market value$100.28M
1.56%
Sole
1M
Shared
39.58K
None
31.56K
UNITEDHEALTH GROUP INC
DFNDShares309.82K
TypeSH
Market value$96.65M
1.50%
Sole
290.81K
Shared
10.78K
None
8.23K
AMERICAN TOWER CORP NEW
SOLEShares405.55K
TypeSH
Market value$89.64M
1.39%
Sole
382.19K
Shared
12.99K
None
10.38K
CDW CORP
OTRShares501.47K
TypeSH
Market value$89.56M
1.39%
Sole
468.56K
Shared
14.76K
None
18.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPOTR | COM | 836.04K | SH | $415.86M 6.47% | 779.52K | 26.64K | 29.88K |
NVIDIA CORPORATIONOTR | COM | 2.41M | SH | $381.26M 5.93% | 2.27M | 78.41K | 67.14K |
APPLE INCDFND | COM | 1.65M | SH | $337.61M 5.25% | 1.56M | 46.35K | 38.21K |
AMAZON COM INCSOLE | COM | 1.16M | SH | $255.27M 3.97% | 1.09M | 49.30K | 27.72K |
MASTERCARD INCORPORATEDOTR | CL A | 412.42K | SH | $231.75M 3.60% | 383.17K | 15.98K | 13.27K |
BLACKSTONE INCDFND | COM | 1.36M | SH | $203.17M 3.16% | 1.29M | 35.67K | 33.13K |
AUTOZONE INCOTR | COM | 52.90K | SH | $196.38M 3.05% | 48.48K | 2.40K | 2.02K |
MORGAN STANLEYOTR | COM NEW | 1.26M | SH | $177.76M 2.76% | 1.18M | 37.32K | 46.24K |
ALPHABET INCSOLE | CAP STK CL C | 983.62K | SH | $174.48M 2.71% | 913.39K | 38.87K | 31.36K |
JPMORGAN CHASE & CO.DFND | COM | 600.11K | SH | $173.98M 2.70% | 568.02K | 14.99K | 17.09K |
HOME DEPOT INCDFND | COM | 450.74K | SH | $165.26M 2.57% | 421.10K | 15.02K | 14.62K |
WILLIAMS COS INCOTR | COM | 2.53M | SH | $159.11M 2.47% | 2.43M | 51.70K | 52.96K |
CBRE GROUP INCDFND | CL A | 1.04M | SH | $145.52M 2.26% | 956.50K | 52.52K | 29.48K |
ALPHABET INCOTR | CAP STK CL A | 781.69K | SH | $137.76M 2.14% | 743.17K | 22.01K | 16.51K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 271.67K | SH | $131.97M 2.05% | 258.31K | 7.20K | 6.17K |
CHUBB LIMITEDDFND | COM | 435.45K | SH | $126.16M 1.96% | 404.93K | 14.60K | 15.92K |
BLACKROCK INCOTR | COM | 110.13K | SH | $115.55M 1.80% | 104.50K | 3.06K | 2.57K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 284.20K | SH | $115.23M 1.79% | 263.02K | 10.76K | 10.42K |
ACCENTURE PLC IRELANDOTR | SHS CLASS A | 363.55K | SH | $108.66M 1.69% | 340.51K | 11.80K | 11.24K |
COSTCO WHSL CORP NEWOTR | COM | 103.88K | SH | $102.84M 1.60% | 101.28K | 570.00 | 2.03K |
BUILDERS FIRSTSOURCE INCOTR | COM | 873.96K | SH | $101.98M 1.59% | 805.12K | 35.14K | 33.70K |
UBER TECHNOLOGIES INCDFND | COM | 1.07M | SH | $100.28M 1.56% | 1M | 39.58K | 31.56K |
UNITEDHEALTH GROUP INCDFND | COM | 309.82K | SH | $96.65M 1.50% | 290.81K | 10.78K | 8.23K |
AMERICAN TOWER CORP NEWSOLE | COM | 405.55K | SH | $89.64M 1.39% | 382.19K | 12.99K | 10.38K |
CDW CORPOTR | COM | 501.47K | SH | $89.56M 1.39% | 468.56K | 14.76K | 18.15K |
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