EVERCORE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATR | 12K | $1.65M |
 | PSX | 12K | $1.64M |
 | AUR | 12K | $64.68K |
 | TFC | 12K | $547.18K |
 | TGT | 12K | $1.07M |
 | COP | 12K | $1.12M |
 | BA | 12K | $2.53M |
 | NETD | 12K | $129.99K |
 | SLB | 12K | $397.26K |
 | TRV | 11K | $2.94M |
 | GE | 10K | $3.16M |
 | ROIV | 10K | $151.30K |
 | DD | 10K | $768.95K |
 | SO | 10K | $923.34K |
 | CAT | 10K | $4.64M |
 | RKLB | 9K | $454.90K |
 | EIX | 9K | $514.16K |
 | MKC | 9K | $607.68K |
 | PAYX | 9K | $1.15M |
 | TEL | 9K | $1.96M |
AptarGroup, Inc.
ATR
Shares Held
12K
Value
$1.65M
Phillips 66
PSX
Shares Held
12K
Value
$1.64M
Aurora Innovation, Inc.
AUR
Shares Held
12K
Value
$64.68K
Truist Financial Corporation
TFC
Shares Held
12K
Value
$547.18K
Target Corporation
TGT
Shares Held
12K
Value
$1.07M
ConocoPhillips
COP
Shares Held
12K
Value
$1.12M
The Boeing Company
BA
Shares Held
12K
Value
$2.53M
Nabors Energy Transition Corp. II Class A Ordinary Shares
NETD
Shares Held
12K
Value
$129.99K
SLB N.V.
SLB
Shares Held
12K
Value
$397.26K
The Travelers Companies, Inc.
TRV
Shares Held
11K
Value
$2.94M
GE Aerospace
GE
Shares Held
10K
Value
$3.16M
Roivant Sciences Ltd.
ROIV
Shares Held
10K
Value
$151.30K
DuPont de Nemours, Inc.
DD
Shares Held
10K
Value
$768.95K
The Southern Company
SO
Shares Held
10K
Value
$923.34K
Caterpillar Inc.
CAT
Shares Held
10K
Value
$4.64M
Rocket Lab USA, Inc.
RKLB
Shares Held
9K
Value
$454.90K
Edison International
EIX
Shares Held
9K
Value
$514.16K
McCormick & Company, Incorporated
MKC
Shares Held
9K
Value
$607.68K
Paychex, Inc.
PAYX
Shares Held
9K
Value
$1.15M
TE Connectivity Ltd.
TEL
Shares Held
9K
Value
$1.96M