Evercore Wealth Management, LLC

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
406
Total value ($000)
$6,431,745
Net value change ($000)
+206,815 (3.3%)
New positions
17
Sold out positions
22
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
NVDA 113,658 42.5%
MSFT 92,718 28.7%
FIX 44,295 108.6%
MS 32,853 22.7%
AMZN 28,658 12.6%
UBER 27,945 38.6%
VIK 26,505 42.1%
ARCC 25,791 238.7%
GOOGL 18,350 11.8%
JPM 17,913 11.5%
Top Reduces (Value $000, Stocks/ETFs)
UNH -77,610 -44.5%
TJX -60,667 -58.1%
STZ -42,963 -96.8%
AAPL -40,482 -10.7%
TMO -28,919 -20.1%
BRK-B -14,321 -9.8%
AZO -11,557 -5.6%
FISV -8,324 -12.8%
ACN -8,220 -7.0%
BLDR -8,090 -7.3%
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