Evercore Wealth Management, LLC Top Holdings and 13F Report (2024) → Biden Nomination CANCELED? (From The Freeport Society) (Ad) About Evercore Wealth Management, LLCInvestment ActivityEvercore Wealth Management, LLC has $6.38 billion in total holdings as of March 31, 2024.Evercore Wealth Management, LLC owns shares of 421 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 1.11% of the portfolio was purchased this quarter.About 2.28% of the portfolio was sold this quarter.This quarter, Evercore Wealth Management, LLC has purchased 433 new stocks and bought additional shares in 81 stocks.Evercore Wealth Management, LLC sold shares of 227 stocks and completely divested from 32 stocks this quarter.Largest Holdings Microsoft $380,789,720Apple $309,847,327Amazon.com $220,210,609NVIDIA $217,416,414Mastercard $216,062,641 Largest New Holdings this Quarter GRAYSCALE BITCOIN TR BTC $394,812 HoldingMarkel Group $317,989 HoldingISHARES BITCOIN TR $291,708 HoldingAMPLIFY ETF TR $279,520 HoldingSynopsys $264,604 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 146,061 shares (about $8.87M)EOG Resources 49,874 shares (about $6.38M)Invesco S&P 500 Equal Weight ETF 29,843 shares (about $5.05M)Crocs 26,417 shares (about $3.80M)WisdomTree U.S. LargeCap Dividend Fund 47,788 shares (about $3.45M) Largest Sales this Quarter NVIDIA 18,841 shares (about $17.02M)Builders FirstSource 54,932 shares (about $11.46M)Texas Instruments 56,010 shares (about $9.76M)Apple 55,257 shares (about $9.48M)TransDigm Group 6,001 shares (about $7.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvercore Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$380,789,720$2,234,864 ▼-0.6%905,0916.0%Computer and TechnologyAAPLApple$309,847,327$9,475,469 ▼-3.0%1,806,9014.9%Computer and TechnologyAMZNAmazon.com$220,210,609$3,881,597 ▼-1.7%1,220,8153.5%Retail/WholesaleNVDANVIDIA$217,416,414$17,023,974 ▼-7.3%240,6223.4%Computer and TechnologyMAMastercard$216,062,641$927,504 ▼-0.4%448,6633.4%Business ServicesBXBlackstone$208,880,402$237,911 ▼-0.1%1,590,0163.3%FinanceAZOAutoZone$184,544,866$1,036,893 ▲0.6%58,5552.9%Retail/WholesaleHDHome Depot$182,897,064$789,833 ▲0.4%476,7912.9%Retail/WholesaleBLDRBuilders FirstSource$180,591,578$11,456,069 ▼-6.0%865,9392.8%Retail/WholesaleTMOThermo Fisher Scientific$177,643,349$530,645 ▲0.3%305,6442.8%MedicalUNHUnitedHealth Group$169,318,496$1,348,058 ▲0.8%342,2652.7%MedicalGOOGAlphabet$160,902,126$796,929 ▼-0.5%1,056,7592.5%Computer and TechnologyCDWCDW$138,467,270$983,218 ▲0.7%541,3532.2%Computer and TechnologyACNAccenture$138,005,891$184,397 ▲0.1%398,1592.2%Business ServicesJPMJPMorgan Chase & Co.$126,268,547$1,005,907 ▲0.8%630,3972.0%FinanceGOOGLAlphabet$126,209,175$803,249 ▼-0.6%836,2102.0%Computer and TechnologyBRK.BBerkshire Hathaway$122,554,666$970,981 ▼-0.8%291,4361.9%FinanceMSMorgan Stanley$122,272,880$2,256,074 ▲1.9%1,298,5651.9%FinanceCECelanese$118,370,638$2,376,652 ▼-2.0%688,7621.9%Basic MaterialsCBChubb$118,176,754$789,828 ▲0.7%456,0521.9%FinanceCBRECBRE Group$116,736,425$246,601 ▼-0.2%1,200,4981.8%FinanceADBEAdobe$116,577,738$1,664,675 ▲1.4%231,0301.8%Computer and TechnologyWMBWilliams Companies$111,393,953$1,909,530 ▲1.7%2,858,4541.7%Oils/EnergyAMTAmerican Tower$97,291,933$707,175 ▼-0.7%492,3931.5%FinanceABTAbbott Laboratories$96,403,457$418,041 ▲0.4%848,1741.5%MedicalTJXTJX Companies$95,281,048$1,517,243 ▲1.6%939,4701.5%Retail/WholesaleBLKBlackRock$94,517,402$50,856 ▼-0.1%113,3711.5%FinanceSTZConstellation Brands$93,828,673$1,780,843 ▲1.9%345,2631.5%Consumer StaplesMCDMcDonald's$93,620,174$180,730 ▼-0.2%332,0451.5%Retail/WholesaleCOSTCostco Wholesale$90,584,571$4,258,046 ▼-4.5%123,6431.4%Retail/WholesaleCROXCrocs$89,663,901$3,798,765 ▲4.4%623,5321.4%Consumer DiscretionaryDLNWisdomTree U.S. LargeCap Dividend Fund$80,993,065$3,449,816 ▲4.4%1,121,9431.3%FinanceANSSANSYS$76,685,215$45,478 ▼-0.1%220,8931.2%Computer and TechnologyEOGEOG Resources$75,710,556$6,375,892 ▲9.2%592,2291.2%Oils/EnergySPYSPDR S&P 500 ETF Trust$71,439,054$5,470,808 ▼-7.1%136,5761.1%FinanceNKENIKE$59,636,983$827,776 ▼-1.4%634,5710.9%Consumer DiscretionaryCVXChevron$57,467,247$3,045,015 ▲5.6%364,3160.9%Oils/EnergyPOOLPool$56,462,158$1,120,116 ▲2.0%139,9310.9%Consumer DiscretionaryGNRCGenerac$49,075,398$2,667,483 ▲5.7%389,0550.8%Computer and TechnologyBWABorgWarner$44,509,617$232,862 ▲0.5%1,281,2210.7%Auto/Tires/TrucksSHWSherwin-Williams$37,758,939$164,982 ▲0.4%108,7120.6%ConstructionIVViShares Core S&P 500 ETF$36,692,047$4,019,707 ▼-9.9%69,7930.6%ETFJNJJohnson & Johnson$32,397,534$686,862 ▼-2.1%204,8010.5%MedicalLLYEli Lilly and Company$31,536,942$4,254,663 ▼-11.9%40,5380.5%MedicalROPRoper Technologies$31,165,879$1,093,077 ▼-3.4%55,5700.5%Computer and TechnologyIAUiShares Gold Trust$28,445,727$388,172 ▼-1.3%677,1180.4%FinanceVOOVanguard S&P 500 ETF$26,357,261$133,635 ▼-0.5%54,8310.4%ETFPEPPepsiCo$21,010,476$505,079 ▼-2.3%120,0530.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$19,753,847$1,638,402 ▼-7.7%58,6080.3%ETFGLDSPDR Gold Shares$16,876,240$104,094 ▼-0.6%82,0350.3%FinanceEFAiShares MSCI EAFE ETF$16,680,231$375,183 ▼-2.2%208,8680.3%FinanceABBVAbbVie$16,427,241$383,503 ▼-2.3%90,2100.3%MedicalADPAutomatic Data Processing$15,343,276$141,353 ▼-0.9%61,4370.2%Business ServicesIWBiShares Russell 1000 ETF$15,264,726$5,761 ▼0.0%52,9970.2%ETFMRKMerck & Co., Inc.$14,152,561$500,090 ▼-3.4%107,2570.2%MedicalSCHWCharles Schwab$12,991,034$3,625,464 ▼-21.8%179,5830.2%FinanceAMATApplied Materials$12,801,521$238,196 ▼-1.8%62,0740.2%Computer and TechnologyPGProcter & Gamble$12,642,224$2,865,017 ▼-18.5%77,9180.2%Consumer StaplesCSCOCisco Systems$11,905,980$657,814 ▼-5.2%238,5490.2%Computer and TechnologyMCKMcKesson$11,652,866$120,791 ▼-1.0%21,7060.2%MedicalTXNTexas Instruments$11,441,068$9,757,502 ▼-46.0%65,6740.2%Computer and TechnologyKOCoca-Cola$11,413,496$15,417 ▲0.1%186,5560.2%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$11,326,370$8,871,745 ▲361.4%186,4730.2%ETFSYKStryker$11,322,649$268,760 ▲2.4%31,6390.2%MedicalVVisa$11,246,509$584,386 ▼-4.9%40,2990.2%Business ServicesXOMExxon Mobil$10,531,460$3,022 ▼0.0%90,6010.2%Oils/EnergyMDYSPDR S&P MidCap 400 ETF Trust$10,200,580$955,348 ▼-8.6%18,3330.2%ETFVEAVanguard FTSE Developed Markets ETF$10,037,055$100,290 ▼-1.0%200,0610.2%ETFIWMiShares Russell 2000 ETF$9,635,736$109,566 ▼-1.1%45,8190.2%FinanceXLVHealth Care Select Sector SPDR Fund$9,553,995$156,594 ▲1.7%64,6720.1%ETFIBMInternational Business Machines$9,316,194$254,741 ▲2.8%48,7860.1%Computer and TechnologyLOWLowe's Companies$9,066,605$149,527 ▼-1.6%35,5930.1%Retail/WholesaleUPSUnited Parcel Service$9,007,870$353,294 ▼-3.8%60,6060.1%TransportationXLKTechnology Select Sector SPDR Fund$8,906,667$1,185,473 ▲15.4%42,7650.1%ETFRSPInvesco S&P 500 Equal Weight ETF$8,603,827$5,054,509 ▲142.4%50,7990.1%ETFARCCAres Capital$8,595,058$3,108,051 ▲56.6%412,8270.1%FinanceORCLOracle$8,484,837$45,220 ▼-0.5%67,5490.1%Computer and TechnologyCRMSalesforce$8,129,451$224,379 ▼-2.7%26,9920.1%Computer and TechnologyTSLATesla$7,615,223$585,557 ▲8.3%43,3200.1%Auto/Tires/TrucksITWIllinois Tool Works$7,389,540$76,474 ▼-1.0%27,5390.1%Industrial ProductsNEENextEra Energy$7,116,379$2,794,976 ▲64.7%111,3500.1%UtilitiesUNPUnion Pacific$7,051,797$59,023 ▼-0.8%28,6740.1%TransportationBRK.ABerkshire Hathaway$6,978,840$1,268,880 ▼-15.4%110.1%FinanceRTXRTX$6,915,267$186,575 ▼-2.6%70,9040.1%AerospaceAVGOBroadcom$6,840,441$14,580 ▼-0.2%5,1610.1%Computer and TechnologyCHKPCheck Point Software Technologies$6,523,334$24,602 ▼-0.4%39,7740.1%Computer and TechnologyEPDEnterprise Products Partners$6,397,219$559,001 ▼-8.0%219,2330.1%Oils/EnergyDHRDanaher$6,321,412$102,885 ▼-1.6%25,3140.1%Multi-Sector ConglomeratesVBVanguard Small-Cap ETF$6,317,771$249,849 ▼-3.8%27,6380.1%ETFVEUVanguard FTSE All-World ex-US ETF$5,997,595$48,562 ▼-0.8%102,2610.1%ETFDISWalt Disney$5,906,440$231,505 ▼-3.8%48,2710.1%Consumer DiscretionaryPFEPfizer$5,741,197$290,376 ▼-4.8%206,8900.1%MedicalAMGNAmgen$5,719,665$132,493 ▼-2.3%20,1170.1%MedicalCHDChurch & Dwight$5,137,059$252,535 ▼-4.7%49,2480.1%Consumer StaplesRPMRPM International$5,061,322$733,565 ▼-12.7%42,5500.1%ConstructionINTCIntel$4,974,337$201,194 ▼-3.9%112,6180.1%Computer and TechnologyWMTWalmart$4,961,798$3,308,387 ▲200.1%82,4630.1%Retail/WholesaleECLEcolab$4,907,318$24,475 ▼-0.5%21,2530.1%Basic MaterialsJBLJabil$4,896,810$2,143,200 ▼-30.4%36,5570.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,819,099$36,386 ▼-0.7%18,5420.1%ETFShowing largest 100 holdings. 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