Evercore Wealth Management, LLC

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
416
Total value ($000)
$6,224,930
Net value change ($000)
-451,276 (-6.8%)
New positions
16
Sold out positions
21
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
UBER 72,084 28718.7%
PGR 62,157 1474.0%
FIX 40,785 NEW
AZO 23,788 12.9%
BRK-B 19,624 15.5%
AMT 11,981 14.4%
WMB 11,322 7.6%
FISV 10,125 18.4%
VIK 9,107 16.9%
CB 8,583 6.8%
Top Reduces (Value $000, Stocks/ETFs)
ABT -68,417 -77.8%
MCD -63,855 -81.5%
AAPL -59,977 -13.7%
BX -51,447 -21.3%
NVDA -49,666 -15.7%
MSFT -43,971 -12.0%
AMZN -41,175 -15.4%
GOOGL -38,852 -19.9%
BWA -35,591 -94.6%
STZ -34,182 -43.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,298 (0.2% of total reported value)
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