EVERCORE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | D | 3K | $201.49K |
 | SPGI | 3K | $1.60M |
 | GD | 3K | $1.11M |
 | KR | 3K | $219.55K |
 | ETN | 3K | $1.18M |
 | DLR | 3K | $536.27K |
 | APO | 3K | $397.28K |
 | PH | 3K | $2.23M |
 | ETR | 3K | $272.49K |
 | MPC | 3K | $552.20K |
 | TMUS | 3K | $660.69K |
 | GGG | 3K | $233.13K |
 | EW | 3K | $206.71K |
 | KKR | 3K | $338.13K |
 | PNR | 3K | $285.65K |
 | MET | 3K | $211.69K |
 | BDX | 3K | $475.79K |
 | RJF | 2K | $419.07K |
 | AN | 2K | $518.05K |
 | SNPS | 2K | $1.15M |
Dominion Energy, Inc.
D
Shares Held
3K
Value
$201.49K
S&P Global Inc.
SPGI
Shares Held
3K
Value
$1.60M
General Dynamics Corporation
GD
Shares Held
3K
Value
$1.11M
The Kroger Co.
KR
Shares Held
3K
Value
$219.55K
Eaton Corporation plc
ETN
Shares Held
3K
Value
$1.18M
Digital Realty Trust, Inc.
DLR
Shares Held
3K
Value
$536.27K
Apollo Global Management, Inc.
APO
Shares Held
3K
Value
$397.28K
Parker-Hannifin Corporation
PH
Shares Held
3K
Value
$2.23M
Entergy Corporation
ETR
Shares Held
3K
Value
$272.49K
Marathon Petroleum Corporation
MPC
Shares Held
3K
Value
$552.20K
T-Mobile US, Inc.
TMUS
Shares Held
3K
Value
$660.69K
Graco Inc.
GGG
Shares Held
3K
Value
$233.13K
Edwards Lifesciences Corporation
EW
Shares Held
3K
Value
$206.71K
KKR & Co. Inc.
KKR
Shares Held
3K
Value
$338.13K
Pentair plc
PNR
Shares Held
3K
Value
$285.65K
MetLife, Inc.
MET
Shares Held
3K
Value
$211.69K
Becton, Dickinson and Company
BDX
Shares Held
3K
Value
$475.79K
Raymond James Financial, Inc.
RJF
Shares Held
2K
Value
$419.07K
AutoNation, Inc.
AN
Shares Held
2K
Value
$518.05K
Synopsys, Inc.
SNPS
Shares Held
2K
Value
$1.15M