HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
1,862,158 | -32,345 | $358,521 |
| AAPL | 1,862,158 | -32,345 | $358,521 |
| MICROSOFT CORP |
910,403 | -15,737 | $342,348 |
| MSFT | 910,403 | -15,737 | $342,348 |
| BLACKSTONE INC |
1,591,827 | -1,937 | $208,402 |
| BX | 1,591,827 | -1,937 | $208,402 |
| MASTERCARD INCORPORATED |
450,589 | -993 | $192,181 |
| MA | 450,589 | -993 | $192,181 |
| AMAZON COM INC |
1,242,334 | +9,210 | $188,760 |
| AMZN | 1,242,334 | +9,210 | $188,760 |
| UNITEDHEALTH GROUP INC |
339,540 | -237 | $178,758 |
| UNH | 339,540 | -237 | $178,758 |
| HOME DEPOT INC |
474,732 | +1,119 | $164,519 |
| HD | 474,732 | +1,119 | $164,519 |
| THERMO FISHER SCIENTIFIC INC |
304,731 | -1,483 | $161,748 |
| TMO | 304,731 | -1,483 | $161,748 |
| BUILDERS FIRSTSOURCE INC |
920,871 | +6,266 | $153,730 |
| BLDR | 920,871 | +6,266 | $153,730 |
| AUTOZONE INC |
58,226 | +336 | $150,550 |
| AZO | 58,226 | +336 | $150,550 |
| ALPHABET INC |
1,061,993 | +633 | $149,667 |
| GOOG | 1,061,993 | +633 | $149,667 |
| ACCENTURE PLC IRELAND |
397,627 | +597 | $139,531 |
| ACN | 397,627 | +597 | $139,531 |
| ADOBE INC |
227,731 | +3,314 | $135,864 |
| ADBE | 227,731 | +3,314 | $135,864 |
| NVIDIA CORPORATION |
259,463 | +13,784 | $128,491 |
| NVDA | 259,463 | +13,784 | $128,491 |
| CDW CORP |
537,509 | +2,031 | $122,187 |
| CDW | 537,509 | +2,031 | $122,187 |
| MORGAN STANLEY |
1,274,605 | +48,812 | $118,857 |
| MS | 1,274,605 | +48,812 | $118,857 |
| ALPHABET INC |
841,532 | +919 | $117,554 |
| GOOGL | 841,532 | +919 | $117,554 |
| CBRE GROUP INC |
1,203,034 | -61 | $111,990 |
| CBRE | 1,203,034 | -61 | $111,990 |
 BERKSHIRE HATHAWAY INC DEL |
$111,821 | ||
| BRK.B | 293,745 | -1,016 | $104,767 |
| BRK.A | 13 | +2 | $7,054 |
| CELANESE CORP DEL |
702,591 | -33,971 | $109,162 |
| CE | 702,591 | -33,971 | $109,162 |
| AMERICAN TOWER CORP NEW |
495,972 | +6,987 | $107,070 |
| AMT | 495,972 | +6,987 | $107,070 |
| JPMORGAN CHASE & CO |
625,375 | +7,793 | $106,376 |
| JPM | 625,375 | +7,793 | $106,376 |
| CHUBB LIMITED |
453,004 | +2,081 | $102,379 |
| CB | 453,004 | +2,081 | $102,379 |
| MCDONALDS CORP |
332,686 | +7,303 | $98,645 |
| MCD | 332,686 | +7,303 | $98,645 |
| WILLIAMS COS INC |
2,809,454 | +18,629 | $97,853 |
| WMB | 2,809,454 | +18,629 | $97,853 |
| ABBOTT LABS |
844,496 | -4,140 | $92,954 |
| ABT | 844,496 | -4,140 | $92,954 |
| BLACKROCK INC |
113,432 | -862 | $92,084 |
| BLK | 113,432 | -862 | $92,084 |
| TJX COS INC NEW |
924,510 | +19,516 | $86,728 |
| TJX | 924,510 | +19,516 | $86,728 |
| COSTCO WHSL CORP NEW |
129,455 | -412 | $85,451 |
| COST | 129,455 | -412 | $85,451 |
| CONSTELLATION BRANDS INC |
338,710 | +3,241 | $81,883 |
| STZ | 338,710 | +3,241 | $81,883 |
| ANSYS INC |
221,024 | +12,452 | $80,205 |
| ANSS | 221,024 | +12,452 | $80,205 |
| WISDOMTREE TR |
1,074,155 | -18,126 | $71,302 |
| DLN | 1,074,155 | -18,126 | $71,302 |
| SPDR S&P 500 ETF TR (SPY) |
147,035 | +13,826 | $69,887 |
| SPY | 147,035 | +13,826 | $69,887 |
| NIKE INC |
643,379 | +8,362 | $69,852 |
| NKE | 643,379 | +8,362 | $69,852 |
| EOG RES INC |
542,355 | +34,199 | $65,598 |
| EOG | 542,355 | +34,199 | $65,598 |
| CROCS INC |
597,115 | +85,462 | $55,777 |
| CROX | 597,115 | +85,462 | $55,777 |
| POOL CORP |
137,155 | +16,696 | $54,685 |
| POOL | 137,155 | +16,696 | $54,685 |
| CHEVRON CORP NEW |
345,012 | -3,414 | $51,462 |
| CVX | 345,012 | -3,414 | $51,462 |
| GENERAC HLDGS INC |
367,908 | +20,292 | $47,548 |
| GNRC | 367,908 | +20,292 | $47,548 |
| BORGWARNER INC |
1,274,518 | -42,105 | $45,691 |
| BWA | 1,274,518 | -42,105 | $45,691 |
| ISHARES TR (IVV) |
77,439 | -29 | $36,987 |
| IVV | 77,439 | -29 | $36,987 |
| SHERWIN WILLIAMS CO |
108,237 | +74 | $33,759 |
| SHW | 108,237 | +74 | $33,759 |
| JOHNSON & JOHNSON |
209,143 | -5,587 | $32,781 |
| JNJ | 209,143 | -5,587 | $32,781 |
| ROPER TECHNOLOGIES INC |
57,519 | -1,298 | $31,358 |
| ROP | 57,519 | -1,298 | $31,358 |
| ELI LILLY & CO |
46,007 | -834 | $26,818 |
| LLY | 46,007 | -834 | $26,818 |
| ISHARES GOLD TR (IAU) |
686,358 | +3,789 | $26,789 |
| IAU | 686,358 | +3,789 | $26,789 |
| VANGUARD INDEX FDS (VOO) |
55,109 | +3,758 | $24,072 |
| VOO | 55,109 | +3,758 | $24,072 |
| PEPSICO INC |
122,939 | -1,243 | $20,880 |
| PEP | 122,939 | -1,243 | $20,880 |
| TEXAS INSTRS INC |
121,684 | -316,752 | $20,742 |
| TXN | 121,684 | -316,752 | $20,742 |
| ISHARES TR (IWF) |
63,469 | +813 | $19,242 |
| IWF | 63,469 | +813 | $19,242 |
See Full List: All Stocks Held By Evercore Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Evercore Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $5,964,028 At 09/30/2023: $5,341,593 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 |
