EVERCORE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DELL | 6K | $881.38K |
 | MAR | 6K | $1.60M |
 | BAM | 6K | $338.56K |
 | WBS | 6K | $329.54K |
 | BK | 5K | $578.90K |
 | GS | 5K | $4.16M |
 | ALL | 5K | $1.11M |
 | ADI | 5K | $1.27M |
 | LRCX | 5K | $690.12K |
 | WLY | 5K | $204.78K |
 | IDXX | 5K | $3.21M |
 | AYI | 5K | $1.68M |
 | LMT | 5K | $2.29M |
 | DHI | 5K | $774.82K |
 | LHX | 5K | $1.39M |
 | C | 4K | $449.24K |
 | SSNC | 4K | $391.43K |
 | NFLX | 4K | $5.28M |
 | AWK | 4K | $593.51K |
 | TPR | 4K | $453.11K |
Dell Technologies Inc.
DELL
Shares Held
6K
Value
$881.38K
Marriott International, Inc.
MAR
Shares Held
6K
Value
$1.60M
Brookfield Asset Management Ltd.
BAM
Shares Held
6K
Value
$338.56K
Webster Financial Corporation
WBS
Shares Held
6K
Value
$329.54K
The Bank of New York Mellon Corporation
BK
Shares Held
5K
Value
$578.90K
The Goldman Sachs Group, Inc.
GS
Shares Held
5K
Value
$4.16M
The Allstate Corporation
ALL
Shares Held
5K
Value
$1.11M
Analog Devices, Inc.
ADI
Shares Held
5K
Value
$1.27M
Lam Research Corporation
LRCX
Shares Held
5K
Value
$690.12K
John Wiley & Sons, Inc.
WLY
Shares Held
5K
Value
$204.78K
IDEXX Laboratories, Inc.
IDXX
Shares Held
5K
Value
$3.21M
Acuity Brands, Inc.
AYI
Shares Held
5K
Value
$1.68M
Lockheed Martin Corporation
LMT
Shares Held
5K
Value
$2.29M
D.R. Horton, Inc.
DHI
Shares Held
5K
Value
$774.82K
L3Harris Technologies, Inc.
LHX
Shares Held
5K
Value
$1.39M
Citigroup Inc.
C
Shares Held
4K
Value
$449.24K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
4K
Value
$391.43K
Netflix, Inc.
NFLX
Shares Held
4K
Value
$5.28M
American Water Works Company, Inc.
AWK
Shares Held
4K
Value
$593.51K
Tapestry, Inc.
TPR
Shares Held
4K
Value
$453.11K