Evercore Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CHEVRON CORP | $23.46M | 0.3% |
| AbbVie Inc. | $19.17M | 0.3% |
| ISHARES TR | $17.33M | 0.3% |
| ROPER TECHNOLOGIES INC | $17.30M | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $17.06M | 0.3% |
| SCHWAB CHARLES CORP | $16.95M | 0.2% |
| Tesla Inc | $16.39M | 0.2% |
| AUTOMATIC DATA PROCESSING INC | $14.15M | 0.2% |
| CISCO SYSTEMS, INC. | $14.04M | 0.2% |
| NEXTERA ENERGY INC | $13.86M | 0.2% |
| VANGUARD TAX-MANAGED FDS | $13.68M | 0.2% |
| PEPSICO INC | $13.25M | 0.2% |
| ABBOTT LABORATORIES | $12.27M | 0.2% |
| Visa Inc | $12.26M | 0.2% |
| ORACLE CORP | $11.95M | 0.2% |
| RTX Corp | $11.79M | 0.2% |
| MCDONALD'S CORP | $11.62M | 0.2% |
| MCKESSON CORP | $11.60M | 0.2% |
| Broadcom Inc. | $11.25M | 0.2% |
| STRYKER CORP | $10.59M | 0.2% |
| ISHARES TR | $10.05M | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $9.87M | 0.1% |
| Merck & Co., Inc. | $9.80M | 0.1% |
| EXXON MOBIL CORP | $9.79M | 0.1% |
| PROCTER & GAMBLE Co | $9.63M | 0.1% |
| ISHARES TR | $9.62M | 0.1% |
| COCA COLA CO | $9.43M | 0.1% |
| SPDR S&P MIDCAP 400 ETF TR | $9.39M | 0.1% |
| SELECT SECTOR SPDR TR | $9.16M | 0.1% |
| Walmart Inc. | $8.84M | 0.1% |
| BERKSHIRE HATHAWAY INC DEL | $8.30M | 0.1% |
| AMPHENOL CORP /DE | $8.29M | 0.1% |
| JABIL INC | $8.17M | 0.1% |
| LOWES COMPANIES INC | $7.78M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $7.64M | 0.1% |
| TEXAS INSTRUMENTS INC | $7.44M | 0.1% |
| SELECT SECTOR SPDR TR | $7.23M | 0.1% |
| MPLX LPMPLX | $7.05M | 0.1% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $6.94M | 0.1% |
| ISHARES TR | $6.73M | 0.1% |
| Check Point Software Technologies Ltd | $6.72M | 0.1% |
| Salesforce Inc | $6.60M | 0.1% |
| VANGUARD INDEX FDS | $6.27M | 0.1% |
| APPLIED MATERIALS INC /DE | $6.16M | 0.1% |
| ISHARES BITCOIN TRUST ETF | $6.07M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $6.03M | 0.1% |
| Palantir Technologies Inc | $5.93M | 0.1% |
| VANGUARD INDEX FDS | $5.86M | 0.1% |
| AMGEN INC | $5.86M | 0.1% |
| ECOLAB INC. | $5.46M | 0.1% |