Evercore Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
413
Total value ($000)
$6,814,802
Net value change ($000)
+383,057 (6.0%)
New positions
21
Sold out positions
14
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 74,712 22.1%
GOOGL 63,509 36.4%
NVDA 55,063 14.4%
MELI 54,070 NEW
GOOGL 48,620 35.3%
FIX 46,355 54.5%
AZO 24,949 12.7%
BX 24,684 12.1%
TMO 20,717 18.0%
MS 20,010 11.3%
Top Reduces (Value $000, Stocks/ETFs)
AKX -75,612 -100.0%
ACN -71,587 -65.9%
UNH -46,401 -48.0%
FISV -26,068 -45.9%
CROX -18,927 -23.5%
AMT -13,322 -14.9%
CDW -9,736 -10.9%
COST -8,661 -8.4%
ADBE -6,320 -8.0%
EOG -5,896 -7.7%
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