EVERCORE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MA | 406K | $230.67M |
 | GNRC | 404K | $67.55M |
 | AMT | 397K | $76.31M |
 | TJX | 338K | $48.91M |
 | PGR | 312K | $76.99M |
 | TMO | 280K | $135.95M |
 | BRK-B | 268K | $134.90M |
 | FI | 238K | $30.71M |
 | EPD | 216K | $6.77M |
 | ADBE | 207K | $73.03M |
 | CSCO | 179K | $12.22M |
 | SCHW | 170K | $16.20M |
 | NEE | 168K | $12.65M |
 | JNJ | 164K | $30.34M |
 | FIX | 159K | $131.43M |
 | ACN | 150K | $37.07M |
 | UNH | 146K | $50.25M |
 | CVX | 145K | $22.52M |
 | KO | 138K | $9.12M |
 | MPLX | 132K | $6.60M |
Mastercard Incorporated
MA
Shares Held
406K
Value
$230.67M
Generac Holdings Inc.
GNRC
Shares Held
404K
Value
$67.55M
American Tower Corporation
AMT
Shares Held
397K
Value
$76.31M
The TJX Companies, Inc.
TJX
Shares Held
338K
Value
$48.91M
The Progressive Corporation
PGR
Shares Held
312K
Value
$76.99M
Thermo Fisher Scientific Inc.
TMO
Shares Held
280K
Value
$135.95M
Berkshire Hathaway Inc.
BRK-B
Shares Held
268K
Value
$134.90M
Fiserv, Inc.
FI
Shares Held
238K
Value
$30.71M
Enterprise Products Partners L.P.
EPD
Shares Held
216K
Value
$6.77M
Adobe Inc.
ADBE
Shares Held
207K
Value
$73.03M
Cisco Systems, Inc.
CSCO
Shares Held
179K
Value
$12.22M
The Charles Schwab Corporation
SCHW
Shares Held
170K
Value
$16.20M
NextEra Energy, Inc.
NEE
Shares Held
168K
Value
$12.65M
Johnson & Johnson
JNJ
Shares Held
164K
Value
$30.34M
Comfort Systems USA, Inc.
FIX
Shares Held
159K
Value
$131.43M
Accenture plc
ACN
Shares Held
150K
Value
$37.07M
UnitedHealth Group Incorporated
UNH
Shares Held
146K
Value
$50.25M
Chevron Corporation
CVX
Shares Held
145K
Value
$22.52M
The Coca-Cola Company
KO
Shares Held
138K
Value
$9.12M
MPLX Lp
MPLX
Shares Held
132K
Value
$6.60M