HoldingsChannel.com
Evercore Wealth Management LLC Top Holdings
As of  09/30/2022, below is a summary of the Evercore Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Evercore Wealth Management LLC. In the Evercore Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Evercore Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Evercore Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 1,981,228 -22,923 $273,805
     AAPL1,981,228-22,923$273,805
MICROSOFT CORP 968,144 +5,119 $225,480
     MSFT968,144+5,119$225,480
UNITEDHEALTH GROUP INC 352,375 -3,189 $177,963
     UNH352,375-3,189$177,963
THERMO FISHER SCIENTIFIC INC 308,900 -152 $156,671
     TMO308,900-152$156,671
AMAZON COM INC 1,211,537 +12,978 $136,904
     AMZN1,211,537+12,978$136,904
BLACKSTONE INC 1,602,841 +32,853 $134,158
     BX1,602,841+32,853$134,158
MASTERCARD INCORPORATED 462,337 +983 $131,461
     MA462,337+983$131,461
HOME DEPOT INC 475,244 +2,769 $131,138
     HD475,244+2,769$131,138
AUTOZONE INC 57,963 -3,654 $124,153
     AZO57,963-3,654$124,153
ALPHABET INC 1,109,449 +1,054,127 $106,674
     GOOG1,109,449+1,054,127$106,674
ACCENTURE PLC IRELAND 397,309 +1,960 $102,228
     ACN397,309+1,960$102,228
MORGAN STANLEY 1,277,312 +12,552 $100,920
     MS1,277,312+12,552$100,920
AMERICAN TOWER CORP NEW 460,241 +495 $98,814
     AMT460,241+495$98,814
BERKSHIRE HATHAWAY INC DEL      $86,714
     BRK.B298,875+3,488$79,804
     BRK.A17UNCH$6,910
CBRE GROUP INC 1,276,601 +12,385 $86,184
     CBRE1,276,601+12,385$86,184
CDW CORP 540,922 +7,604 $84,427
     CDW540,922+7,604$84,427
ALPHABET INC 870,264 +826,987 $83,241
     GOOGL870,264+826,987$83,241
ABBOTT LABS 841,516 +3,751 $81,425
     ABT841,516+3,751$81,425
CHUBB LIMITED 432,124 +4,167 $78,595
     CB432,124+4,167$78,595
MCDONALDS CORP 337,633 +1,064 $77,906
     MCD337,633+1,064$77,906
TEXAS INSTRS INC 499,369 +2,823 $77,293
     TXN499,369+2,823$77,293
WILLIAMS COS INC 2,667,366 +30,211 $76,367
     WMB2,667,366+30,211$76,367
CONSTELLATION BRANDS INC 329,079 +1,833 $75,582
     STZ329,079+1,833$75,582
BUILDERS FIRSTSOURCE INC 1,061,260 +9,904 $62,530
     BLDR1,061,260+9,904$62,530
JPMORGAN CHASE & CO 597,351 +197 $62,424
     JPM597,351+197$62,424
BLACKROCK INC 112,686 +1,864 $62,009
     BLK112,686+1,864$62,009
CELANESE CORP DEL 679,402 +13,719 $61,378
     CE679,402+13,719$61,378
COSTCO WHSL CORP NEW 128,640 +1,225 $60,752
     COST128,640+1,225$60,752
ADOBE SYSTEMS INCORPORATED 215,206 +1,719 $59,224
     ADBE215,206+1,719$59,224
TJX COS INC NEW 899,686 +8,816 $55,889
     TJX899,686+8,816$55,889
WISDOMTREE TR 959,256 +23,721 $53,009
     DLN959,256+23,721$53,009
NIKE INC 567,171 +3,850 $47,144
     NKE567,171+3,850$47,144
SPDR S&P 500 ETF TR (SPY) 124,692 -3,135 $44,538
     SPY124,692-3,135$44,538
DISNEY WALT CO 459,385 -12,359 $43,334
     DIS459,385-12,359$43,334
GENERAC HLDGS INC 236,941 +27,150 $42,208
     GNRC236,941+27,150$42,208
SS&C TECHNOLOGIES HLDGS INC 880,723 -241,299 $42,055
     SSNC880,723-241,299$42,055
BORGWARNER INC 1,259,182 +1,516 $39,539
     BWA1,259,182+1,516$39,539
BEST BUY INC 613,793 -25,363 $38,878
     BBY613,793-25,363$38,878
ANSYS INC 171,532 -1,766 $38,029
     ANSS171,532-1,766$38,029
JOHNSON & JOHNSON 224,676 -667 $36,703
     JNJ224,676-667$36,703
EOG RES INC 318,789 +302,817 $35,619
     EOG318,789+302,817$35,619
NVIDIA CORPORATION 254,505 +21,269 $30,894
     NVDA254,505+21,269$30,894
ROPER TECHNOLOGIES INC 85,736 -8,670 $30,834
     ROP85,736-8,670$30,834
ISHARES TR (IVV) 82,867 +3,077 $29,721
     IVV82,867+3,077$29,721
SHERWIN WILLIAMS CO 119,156 -1,985 $24,397
     SHW119,156-1,985$24,397
PEPSICO INC 136,108 -178 $22,221
     PEP136,108-178$22,221
ISHARES GOLD TR (IAU) 691,727 -1,250 $21,810
     IAU691,727-1,250$21,810
CHEVRON CORP NEW 122,258 +4,314 $17,565
     CVX122,258+4,314$17,565
SCHWAB CHARLES CORP 244,166 -11,684 $17,548
     SCHW244,166-11,684$17,548
LILLY ELI & CO 49,570 -75 $16,028
     LLY49,570-75$16,028

See Full List: All Stocks Held By Evercore Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Evercore Wealth Management LLC

Size ($ in 1000's)
At 09/30/2022: $4,433,083
At 06/30/2022: $4,742,983

Evercore Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Evercore Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Evercore Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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