Evercore Wealth Management, LLC

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
417
Total value ($000)
$6,676,206
Net value change ($000)
+9,065 (0.1%)
New positions
26
Sold out positions
27
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BLK 118,566 NEW
FISV 54,981 NEW
VIK 53,834 NEW
AMZN 40,129 17.6%
AAPL 26,977 6.6%
MS 26,502 19.8%
NVDA 25,474 8.7%
GOOGL 22,644 13.1%
WMB 22,448 17.7%
GOOGL 20,224 15.0%
Top Reduces (Value $000, Stocks/ETFs)
BLK -110,214 -100.0%
CE -60,277 -65.7%
BLDR -41,436 -25.5%
CDW -30,115 -24.8%
TMO -29,877 -16.2%
UNH -28,935 -14.2%
CVX -21,967 -42.9%
AMT -21,213 -20.3%
MCD -17,624 -18.4%
ADBE -17,454 -14.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type