Evercore Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1482689
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$7.1B
Holdings
433
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Evercore Wealth Management, LLC disclosed 433 positions worth $7.1B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.1% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 35 new positions and exited 20 — including a new stake in $CASY and a full exit from $WTM. The portfolio is most concentrated in Technology (35.9% of disclosed assets). All figures are sourced directly from Evercore Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1482689.
AI Fund Analysis
Stable
$NVDA6.1% weight
Held 10 quarters
$AAPL6.0% weight
Held 10 quarters
$MSFT4.1% weight
Held 10 quarters
$GOOG4.1% weight
Held 10 quarters
$AMZN3.8% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
8 quarters accumulating
VANGUARD INTL EQUITY INDEX
5 quarters accumulating
JANUS DETROIT STR TR - HEN
5 quarters accumulating
$GLDM5 quarters accumulating
VANGUARD TAX-MANAGED FDS -
5 quarters accumulating
Sector Allocation
TechnologyFinancialsConsumer DiscretionaryOtherIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$430.5M2,151,462 sh - 76.4#84
Quality
$426.8M1,474,930 sh - 79.8#31
Quality
$292.3M783,550 sh - 78.2
Quality
$288.1M815,308 sh - 68.7
Quality
$265.5M1,113,972 sh - 78.2
Quality
$242.3M677,951 sh - 75.8
Quality
$227.5M1,088,168 sh - 77.7
Quality
$222.8M112,392 sh - 85.1
Quality
$200.1M389,561 sh - 64.3
Quality
$174.5M2,347,956 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $430.5M | 2,151,462 |
| Apple Inc.$AAPL | 76.4#84 | $426.8M | 1,474,930 |
| MICROSOFT CORP$MSFT | 79.8#31 | $292.3M | 783,550 |
 Alphabet Inc.$GOOGL | 78.2 | $288.1M | 815,308 |
| AMAZON COM INC$AMZN | 68.7 | $265.5M | 1,113,972 |
| Alphabet Inc.$GOOG | 78.2 | $242.3M | 677,951 |
 MORGAN STANLEY$MS | 75.8 | $227.5M | 1,088,168 |
 COMFORT SYSTEMS USA INC$FIX | 77.7 | $222.8M | 112,392 |
 Mastercard Inc$MA | 85.1 | $200.1M | 389,561 |
 WILLIAMS COMPANIES, INC.$WMB | 64.3 | $174.5M | 2,347,956 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evercore Wealth Management, LLC's 433 positions.
Showing top 10 of 433 holdings.
Sector Allocation
Technology
$2.5B
Financials
$1.5B
Consumer Discretionary
$965.5M
Other
$706.4M
Industrials
$478.7M
Energy
$310.7M
Real Estate
$169.7M
Healthcare
$166.6M
Full Holdings — Evercore Wealth Management, LLC (Q2 2026)
All 433 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $430.5M | 6.1% | -1% | 85.9 |
| 2 | $AAPL | Apple Inc. | $426.8M | 6.0% | -2% | 76.4 |
| 3 | $MSFT | MICROSOFT CORP | $292.3M | 4.1% | -0% | 79.8 |
| 4 | $GOOGL | Alphabet Inc. | $288.1M | 4.1% | -8% | 78.2 |
| 5 | $AMZN | AMAZON COM INC | $265.5M | 3.8% | -1% | 68.7 |
| 6 | $GOOG | Alphabet Inc. | $242.3M | 3.4% | -5% | 78.2 |
| 7 | $MS | MORGAN STANLEY | $227.5M | 3.2% | -8% | 75.8 |
| 8 | $FIX | COMFORT SYSTEMS USA INC | $222.8M | 3.1% | -16% | 77.7 |
| 9 | $MA | Mastercard Inc | $200.1M | 2.8% | -1% | 85.1 |
| 10 | $WMB | WILLIAMS COMPANIES, INC. | $174.5M | 2.5% | -1% | 64.3 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $170.1M | 2.4% | -2% | 70.7 |
| 12 |  $AZO | AUTOZONE INC | $164.9M | 2.3% | +0% | 66.2 |
| 13 |  $BX | Blackstone Inc. | $158.8M | 2.3% | +0% | 74.4 |
| 14 |  $VIK | Viking Holdings Ltd | $153.3M | 2.2% | -12% | — |
| 15 |  $HD | HOME DEPOT, INC. | $151.4M | 2.1% | -1% | 60.3 |
| 16 |  $CB | Chubb Ltd | $141.8M | 2.0% | -1% | — |
| 17 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $132.9M | 1.9% | -1% | 65.1 |
| 18 |  $CBRE | CBRE GROUP, INC. | $132.4M | 1.9% | -0% | 62.3 |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $125.8M | 1.8% | -2% | 73.8 |
| 20 |  $GNRC | GENERAC HOLDINGS INC. | $108.5M | 1.5% | -4% | 54.4 |
| 21 |  $SN | SharkNinja, Inc. | $107.7M | 1.5% | +6% | 66.8 |
| 22 |  $BLK | BlackRock, Inc. | $101.7M | 1.4% | -0% | 70 |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $100.4M | 1.4% | +16% | — |
| 24 |  $WT | WisdomTree, Inc. | $99.7M | 1.4% | -1% | 59.9 |
| 25 |  $APH | AMPHENOL CORP /DE/ | $98.2M | 1.4% | +898% | 79.3 |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $93.1M | 1.3% | -1% | 66.2 |
| 27 |  $AVGO | Broadcom Inc. | $93.1M | 1.3% | +673% | 84.5 |
| 28 |  $UBER | Uber Technologies, Inc | $88.0M | 1.3% | +5% | 73.5 |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $86.8M | 1.2% | +0% | — |
| 30 |  $SPOT | Spotify Technology S.A. | $77.2M | 1.1% | +11% | — |
| 31 |  $EOG | EOG RESOURCES INC | $75.7M | 1.1% | +6% | 71.9 |
| 32 |  $CROX | Crocs, Inc. | $71.8M | 1.0% | -7% | 58 |
| 33 |  $BLDR | Builders FirstSource, Inc. | $68.8M | 1.0% | -4% | 45.9 |
| 34 |  $PGR | PROGRESSIVE CORP/OH/ | $67.4M | 0.9% | -3% | 80.1 |
| 35 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $61.6M | 0.9% | +22% | — |
| 36 | — | ISHARES TR - CORE S&P500 ETF | $60.5M | 0.9% | +1% | — |
| 37 |  $NOW | ServiceNow, Inc. | $58.5M | 0.8% | NEW | 72.9 |
| 38 |  $ARCC | ARES CAPITAL CORP | $55.7M | 0.8% | -4% | — |
| 39 | $WT | WisdomTree, Inc. | $53.9M | 0.8% | +1% | 59.9 |
| 40 |  $IAU | ISHARES GOLD TRUST | $47.4M | 0.7% | +1% | — |
| 41 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $44.6M | 0.6% | +14% | — |
| 42 |  $TJX | TJX COMPANIES INC /DE/ | $39.2M | 0.6% | -5% | 68.7 |
| 43 | $GLDM | World Gold Trust | $34.8M | 0.5% | +11% | — |
| 44 |  $JNJ | JOHNSON & JOHNSON | $33.0M | 0.5% | -2% | 69 |
| 45 |  $SHW | SHERWIN WILLIAMS CO | $31.9M | 0.5% | -3% | 61.3 |
| 46 |  $LLY | ELI LILLY & Co | $30.9M | 0.4% | -5% | 87.5 |
| 47 |  $AMT | AMERICAN TOWER CORP /MA/ | $30.4M | 0.4% | -46% | 66.3 |
| 48 |  $CASY | CASEYS GENERAL STORES INC | $29.9M | 0.4% | NEW | 65.1 |
| 49 |  $UNH | UNITEDHEALTH GROUP INC | $28.6M | 0.4% | -19% | 62.7 |
| 50 | — | ISHARES TR - RUS 1000 GRW ETF | $28.6M | 0.4% | +286% | — |
| 51 |  $GLD | SPDR GOLD TRUST | $25.9M | 0.4% | -3% | — |
| 52 |  $CVX | CHEVRON CORP | $23.6M | 0.3% | -1% | 62.8 |
| 53 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $21.0M | 0.3% | +23% | — |
| 54 |  $ABBV | AbbVie Inc. | $20.1M | 0.3% | -3% | 72.6 |
| 55 |  $CSCO | CISCO SYSTEMS, INC. | $20.0M | 0.3% | -3% | 70.3 |
| 56 | — | ISHARES TR - MSCI EAFE ETF | $18.9M | 0.3% | +1% | — |
| 57 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $17.0M | 0.2% | -4% | 70 |
| 58 |  $AMAT | APPLIED MATERIALS INC /DE | $16.4M | 0.2% | -3% | 72.3 |
| 59 |  $NEE | NEXTERA ENERGY INC | $15.5M | 0.2% | +1% | 64.6 |
| 60 |  $IVZ | Invesco Ltd. | $15.1M | 0.2% | +22% | — |
| 61 |  $TSLA | Tesla, Inc. | $13.2M | 0.2% | -13% | 53.9 |
| 62 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $12.8M | 0.2% | +3% | — |
| 63 | — | ISHARES TR - RUS 1000 ETF | $12.6M | 0.2% | -2% | — |
| 64 |  $JBL | JABIL INC | $12.2M | 0.2% | -3% | 57.4 |
| 65 |  $ADP | AUTOMATIC DATA PROCESSING INC | $12.2M | 0.2% | +0% | 69.8 |
| 66 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $12.1M | 0.2% | +1% | — |
| 67 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $11.9M | 0.2% | +7% | — |
| 68 |  $MRK | Merck & Co., Inc. | $11.7M | 0.2% | -1% | 59.9 |
| 69 | — | ISHARES TR - RUSSELL 2000 ETF | $11.7M | 0.2% | -0% | — |
| 70 |  $V | VISA INC. | $11.6M | 0.2% | +0% | 82.9 |
| 71 | — | ISHARES TR - CORE S&P MCP ETF | $11.5M | 0.2% | +3% | — |
| 72 |  $PEP | PEPSICO INC | $11.2M | 0.2% | -1% | 63.4 |
| 73 |  $TXN | TEXAS INSTRUMENTS INC | $11.1M | 0.2% | -7% | 73.4 |
| 74 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $10.6M | 0.1% | -2% | — |
| 75 |  $RTX | RTX Corp | $10.4M | 0.1% | -0% | 73.2 |
| 76 |  $XOM.R34088 | EXXON MOBIL CORP | $10.3M | 0.1% | -0% | 57.9 |
| 77 |  $KO | COCA COLA CO | $10.2M | 0.1% | -7% | 69.5 |
| 78 |  $ROP | ROPER TECHNOLOGIES INC | $10.1M | 0.1% | -17% | 71.9 |
| 79 |  $MCK | MCKESSON CORP | $10.0M | 0.1% | -6% | 63.4 |
| 80 |  $SYK | STRYKER CORP | $9.3M | 0.1% | -2% | 72.1 |
| 81 |  $CAT | CATERPILLAR INC | $9.1M | 0.1% | -3% | 66.5 |
| 82 |  $PG | PROCTER & GAMBLE Co | $8.9M | 0.1% | -2% | 64.6 |
| 83 |  $WMT | Walmart Inc. | $8.7M | 0.1% | -2% | 60.2 |
| 84 |  $MPLX | MPLX LP | $8.6M | 0.1% | +15% | 70 |
| 85 |  $BRK.A | BERKSHIRE HATHAWAY INC | $8.2M | 0.1% | +0% | 73.8 |
| 86 |  $ORCL | ORACLE CORP | $8.2M | 0.1% | -7% | 66.2 |
| 87 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $8.1M | 0.1% | +0% | 61.4 |
| 88 | — | ISHARES TR - S&P 500 GRWT ETF | $7.5M | 0.1% | +0% | — |
| 89 |  $MCD | MCDONALDS CORP | $7.4M | 0.1% | -21% | 69 |
| 90 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.2M | 0.1% | +2% | — |
| 91 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $7.0M | 0.1% | +1% | — |
| 92 | — | VANGUARD INDEX FDS - SMALL CP ETF | $7.0M | 0.1% | +1% | — |
| 93 |  $LOW | LOWES COMPANIES INC | $7.0M | 0.1% | -1% | 60.8 |
| 94 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $6.7M | 0.1% | -2% | — |
| 95 |  $ACN | Accenture plc | $6.6M | 0.1% | -45% | — |
| 96 |  $AMGN | AMGEN INC | $6.1M | 0.1% | -6% | 79.2 |
| 97 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $6.0M | 0.1% | +27% | — |
| 98 |  $ECL | ECOLAB INC. | $5.8M | 0.1% | -0% | 63.3 |
| 99 |  $MELI | MERCADOLIBRE INC | $5.5M | 0.1% | -88% | 80.2 |
| 100 |  $IBIT | iShares Bitcoin Trust ETF | $5.5M | 0.1% | +10% | — |
| 101 |  $ITW | ILLINOIS TOOL WORKS INC | $5.4M | 0.1% | -6% | 63.6 |
| 102 |  $ABT | ABBOTT LABORATORIES | $5.4M | 0.1% | -33% | 65.5 |
| 103 | — | VANGUARD INDEX FDS - GROWTH ETF | $5.3M | 0.1% | +507% | — |
| 104 |  $NET | Cloudflare, Inc. | $5.2M | 0.1% | -16% | 56.4 |
| 105 |  $UNP | UNION PACIFIC CORP | $5.2M | 0.1% | -3% | 69.7 |
| 106 |  $GS | GOLDMAN SACHS GROUP INC | $5.0M | 0.1% | -4% | 73.5 |
| 107 | — | ISHARES TR - CORE S&P SCP ETF | $5.0M | 0.1% | -1% | — |
| 108 | — | VANGUARD INDEX FDS - MID CAP ETF | $5.0M | 0.1% | +300% | — |
| 109 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $4.8M | 0.1% | +0% | — |
| 110 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $4.8M | 0.1% | +0% | — |
| 111 |  $PM | Philip Morris International Inc. | $4.5M | 0.1% | -0% | 75.9 |
| 112 |  $INTC | INTEL CORP | $4.3M | 0.1% | -7% | 45.6 |
| 113 |  $EMR | EMERSON ELECTRIC CO | $4.3M | 0.1% | -0% | 65.3 |
| 114 |  $AXP | AMERICAN EXPRESS CO | $4.3M | 0.1% | -0% | 69.4 |
| 115 |  $GEV | GE Vernova Inc. | $4.2M | 0.1% | +3% | 81.1 |
| 116 | — | ISHARES TR - CORE US AGGBD ET | $4.1M | 0.1% | +1% | — |
| 117 |  $DHR | DANAHER CORP /DE/ | $4.1M | 0.1% | -1% | 64.8 |
| 118 |  $GE | GENERAL ELECTRIC CO | $4.0M | 0.1% | +5% | 73.8 |
| 119 |  $GLW | CORNING INC /NY | $4.0M | 0.1% | -1% | 73.7 |
| 120 |  $CRM | Salesforce, Inc. | $3.9M | 0.1% | -0% | 77 |
| 121 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $3.8M | 0.1% | +0% | — |
| 122 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.8M | 0.1% | +0% | 67.4 |
| 123 | — | ISHARES TR - S&P 500 VAL ETF | $3.8M | 0.1% | -0% | — |
| 124 |  $PLTR | Palantir Technologies Inc. | $3.7M | 0.1% | +2% | 84.6 |
| 125 |  $MU | MICRON TECHNOLOGY INC | $3.6M | 0.1% | -14% | 86.2 |
| 126 |  $AMD | ADVANCED MICRO DEVICES INC | $3.6M | 0.1% | -3% | 79.8 |
| 127 |  $META | Meta Platforms, Inc. | $3.5M | 0.1% | +0% | 79.6 |
| 128 |  $QCOM | QUALCOMM INC/DE | $3.4M | 0.1% | -1% | 70.5 |
| 129 |  $TRV | TRAVELERS COMPANIES, INC. | $3.3M | 0.1% | -3% | 75.9 |
| 130 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $3.3M | 0.1% | +89% | — |
| 131 |  $DIS | Walt Disney Co | $3.3M | 0.1% | -3% | 60.1 |
| 132 | — | ISHARES TR - RUS MID CAP ETF | $3.3M | 0.1% | +0% | — |
| 133 |  $WFC | WELLS FARGO & COMPANY/MN | $3.2M | 0.0% | -0% | 61.8 |
| 134 | — | ISHARES TR - MSCI AC ASIA ETF | $3.1M | 0.0% | +0% | — |
| 135 |  $AFL | AFLAC INC | $3.1M | 0.0% | +0% | 61.3 |
| 136 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $3.1M | 0.0% | -0% | 58.1 |
| 137 |  $DUK | Duke Energy CORP | $3.0M | 0.0% | -0% | 56.4 |
| 138 | — | VANGUARD WORLD FD - INF TECH ETF | $3.0M | 0.0% | +700% | — |
| 139 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $2.9M | 0.0% | +5% | 67.5 |
| 140 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.9M | 0.0% | +1% | — |
| 141 |  $ADBE | ADOBE INC. | $2.7M | 0.0% | -93% | 77.6 |
| 142 |  $IDXX | IDEXX LABORATORIES INC /DE | $2.7M | 0.0% | +4% | 73.8 |
| 143 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 0.0% | -1% | 67.6 |
| 144 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.6M | 0.0% | +0% | — |
| 145 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $2.6M | 0.0% | +2% | — |
| 146 |  $CSR | CENTERSPACE | $2.6M | 0.0% | +0% | — |
| 147 |  $NFLX | NETFLIX INC | $2.5M | 0.0% | +0% | 78.8 |
| 148 |  $RPM | RPM INTERNATIONAL INC/DE/ | $2.5M | 0.0% | -1% | 59.6 |
| 149 | — | ISHARES TR - RUS 1000 VAL ETF | $2.5M | 0.0% | -2% | — |
| 150 |  $PH | Parker-Hannifin Corp | $2.5M | 0.0% | -3% | 65.8 |
| 151 |  $BA | BOEING CO | $2.4M | 0.0% | +0% | 61.6 |
| 152 |  $DELL | Dell Technologies Inc. | $2.3M | 0.0% | -13% | 71.2 |
| 153 |  $DOV | DOVER Corp | $2.3M | 0.0% | +4% | 58.1 |
| 154 |  $LMT | LOCKHEED MARTIN CORP | $2.3M | 0.0% | -1% | 65.6 |
| 155 |  $SBUX | STARBUCKS CORP | $2.3M | 0.0% | -3% | 58.2 |
| 156 |  $PFE | PFIZER INC | $2.2M | 0.0% | -8% | 62 |
| 157 | — | ISHARES TR - SELECT DIVID ETF | $2.2M | 0.0% | +0% | — |
| 158 |  $LEU | CENTRUS ENERGY CORP | $2.2M | 0.0% | NEW | 41.3 |
| 159 |  $CL | COLGATE PALMOLIVE CO | $2.2M | 0.0% | -0% | 61.3 |
| 160 |  $LRCX | LAM RESEARCH CORP | $2.1M | 0.0% | -1% | 79.4 |
| 161 | — | ISHARES TR - S&P 100 ETF | $2.1M | 0.0% | -1% | — |
| 162 |  $ICE | Intercontinental Exchange, Inc. | $2.1M | 0.0% | +0% | 73.7 |
| 163 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $2.1M | 0.0% | +0% | — |
| 164 | — | ISHARES TR - CORE MSCI EAFE | $2.1M | 0.0% | +1% | — |
| 165 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $2.1M | 0.0% | +0% | 61.7 |
| 166 | — | ISHARES TR - ESG OPTIMIZED | $2.1M | 0.0% | +0% | — |
| 167 |  $VOYG | Voyager Technologies, Inc./TX | $2.1M | 0.0% | +0% | 22.6 |
| 168 |  $MDT | Medtronic plc | $2.0M | 0.0% | +1% | 68.7 |
| 169 |  $KLAC | KLA CORP | $2.0M | 0.0% | +888% | 78.6 |
| 170 |  $ADI | ANALOG DEVICES INC | $2.0M | 0.0% | -2% | 79.2 |
| 171 |  $SEI | Solaris Energy Infrastructure, Inc. | $2.0M | 0.0% | +0% | 56.4 |
| 172 |  $YUM | YUM BRANDS INC | $2.0M | 0.0% | -3% | 73.7 |
| 173 |  $TGT | TARGET CORP | $2.0M | 0.0% | -1% | 60.7 |
| 174 |  $MMM | 3M CO | $2.0M | 0.0% | -0% | 64.9 |
| 175 | — | DBX ETF TR - XTRACK MSCI EAFE | $1.9M | 0.0% | +0% | — |
| 176 |  $PSX | Phillips 66 | $1.9M | 0.0% | -4% | 57.8 |
| 177 |  $CARR | CARRIER GLOBAL Corp | $1.9M | 0.0% | +0% | 56.6 |
| 178 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.9M | 0.0% | -0% | 73.7 |
| 179 | — | ISHARES INC - CORE MSCI EMKT | $1.9M | 0.0% | +0% | — |
| 180 |  $NXPI | NXP Semiconductors N.V. | $1.9M | 0.0% | -2% | — |
| 181 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $1.9M | 0.0% | +25% | — |
| 182 |  $SYY | SYSCO CORP | $1.9M | 0.0% | +2% | 54.7 |
| 183 |  $HON | HONEYWELL INTERNATIONAL INC | $1.9M | 0.0% | -49% | 65 |
| 184 |  $HONA | Honeywell Aerospace Inc. | $1.8M | 0.0% | NEW | — |
| 185 |  $AYI | ACUITY INC. (DE) | $1.8M | 0.0% | +0% | 66.9 |
| 186 | — | ISHARES TR - RUSSELL 3000 ETF | $1.8M | 0.0% | +0% | — |
| 187 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $1.8M | 0.0% | +14% | — |
| 188 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $1.7M | 0.0% | +0% | — |
| 189 |  $KMI | KINDER MORGAN, INC. | $1.7M | 0.0% | +0% | 71.3 |
| 190 | — | SPDR SERIES TRUST - ST STR SP AERO | $1.7M | 0.0% | +2% | — |
| 191 |  $SON | SONOCO PRODUCTS CO | $1.7M | 0.0% | -2% | 69 |
| 192 | — | ISHARES TR - CORE HIGH DV ETF | $1.6M | 0.0% | +448% | — |
| 193 |  $WM | WASTE MANAGEMENT INC | $1.6M | 0.0% | +0% | 67.6 |
| 194 |  $OTIS | Otis Worldwide Corp | $1.5M | 0.0% | -2% | 61.3 |
| 195 |  $SCHW | SCHWAB CHARLES CORP | $1.5M | 0.0% | -1% | 79.4 |
| 196 |  $EQIX | EQUINIX INC | $1.5M | 0.0% | +1% | 59 |
| 197 | $DOV | DOVER Corp | $1.5M | 0.0% | +0% | 58.1 |
| 198 |  $ETN | Eaton Corp plc | $1.4M | 0.0% | +3% | — |
| 199 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $1.4M | 0.0% | +0% | — |
| 200 |  $ATR | APTARGROUP, INC. | $1.4M | 0.0% | +5% | 57.5 |
| 201 |  $UPS | UNITED PARCEL SERVICE INC | $1.4M | 0.0% | +2% | 58.6 |
| 202 | — | ISHARES TR - MSCI EMG MKT ETF | $1.4M | 0.0% | +10% | — |
| 203 | $IVZ | Invesco Ltd. | $1.3M | 0.0% | +0% | — |
| 204 |  $USB | US BANCORP \DE\ | $1.3M | 0.0% | -6% | 65.3 |
| 205 |  $GILD | GILEAD SCIENCES, INC. | $1.3M | 0.0% | -3% | 57.4 |
| 206 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.3M | 0.0% | -5% | 64.4 |
| 207 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.3M | 0.0% | +0% | — |
| 208 |  $PRM | Perimeter Solutions, Inc. | $1.2M | 0.0% | +0% | 48.3 |
| 209 |  $Q | Qnity Electronics, Inc. | $1.2M | 0.0% | -2% | 68.4 |
| 210 |  $ENB | ENBRIDGE INC | $1.2M | 0.0% | +0% | 66.7 |
| 211 |  $ANET | Arista Networks, Inc. | $1.2M | 0.0% | +0% | 81.9 |
| 212 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.2M | 0.0% | -2% | 70.4 |
| 213 |  $SPGI | S&P Global Inc. | $1.2M | 0.0% | -0% | 76.1 |
| 214 |  $BXSL | Blackstone Secured Lending Fund | $1.2M | 0.0% | +104% | — |
| 215 |  $DE | DEERE & CO | $1.2M | 0.0% | +0% | 55.4 |
| 216 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.1M | 0.0% | -15% | 66.2 |
| 217 |  $GD | GENERAL DYNAMICS CORP | $1.1M | 0.0% | -0% | 68.7 |
| 218 |  $J | JACOBS SOLUTIONS INC. | $1.1M | 0.0% | +0% | 64.3 |
| 219 |  $PANW | Palo Alto Networks Inc | $1.1M | 0.0% | +2% | 65.5 |
| 220 |  $MDLZ | Mondelez International, Inc. | $1.1M | 0.0% | -7% | 56.4 |
| 221 |  $COP | CONOCOPHILLIPS | $1.1M | 0.0% | -0% | 70.2 |
| 222 |  $BDX | BECTON DICKINSON & CO | $1.1M | 0.0% | +0% | 59 |
| 223 |  $SLV | iShares Silver Trust | $1.0M | 0.0% | +0% | — |
| 224 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.0M | 0.0% | -2% | 75.4 |
| 225 |  $TPL | Texas Pacific Land Corp | $1.0M | 0.0% | +0% | 73 |
| 226 |  $RKLB | Rocket Lab Corp | $965,167 | 0.0% | +0% | 39.9 |
| 227 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $921,000 | 0.0% | +0% | — |
| 228 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $904,390 | 0.0% | +0% | — |
| 229 |  $LIN | LINDE PLC | $900,361 | 0.0% | -1% | — |
| 230 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $894,332 | 0.0% | +0% | — |
| 231 |  $NKE | NIKE, Inc. | $883,437 | 0.0% | -43% | 49.3 |
| 232 |  $KMB | KIMBERLY CLARK CORP | $858,620 | 0.0% | -3% | 58.7 |
| 233 |  $WWD | Woodward, Inc. | $850,880 | 0.0% | +0% | 67.3 |
| 234 |  $ED | CONSOLIDATED EDISON INC | $847,536 | 0.0% | -6% | 67.3 |
| 235 |  $SO | SOUTHERN CO | $843,875 | 0.0% | -1% | 62 |
| 236 | $IVZ | Invesco Ltd. | $836,006 | 0.0% | +0% | — |
| 237 |  $CMI | CUMMINS INC | $833,029 | 0.0% | +0% | 58.1 |
| 238 |  $STE | STERIS plc | $830,909 | 0.0% | +7% | — |
| 239 |  $URI | UNITED RENTALS, INC. | $830,408 | 0.0% | -1% | 63.9 |
| 240 |  $BKNG | Booking Holdings Inc. | $810,992 | 0.0% | +2400% | 58.5 |
| 241 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $809,044 | 0.0% | +0% | — |
| 242 |  $MO | ALTRIA GROUP, INC. | $795,551 | 0.0% | -0% | 67.4 |
| 243 |  $AJG | Arthur J. Gallagher & Co. | $795,230 | 0.0% | +0% | 71.2 |
| 244 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $786,000 | 0.0% | +0% | — |
| 245 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $783,790 | 0.0% | +0% | 71 |
| 246 |  $SPH | SUBURBAN PROPANE PARTNERS LP | $776,990 | 0.0% | +0% | 50.5 |
| 247 |  $ROK | ROCKWELL AUTOMATION, INC | $773,810 | 0.0% | +0% | 63.6 |
| 248 |  $BNY | Bank of New York Mellon Corp | $768,313 | 0.0% | +0% | 74.1 |
| 249 |  $VZ | VERIZON COMMUNICATIONS INC | $760,100 | 0.0% | -5% | 65.8 |
| 250 |  $PAYX | PAYCHEX INC | $741,506 | 0.0% | -11% | 74.6 |
| 251 |  $DHI | HORTON D R INC /DE/ | $736,706 | 0.0% | +0% | 53.6 |
| 252 | — | ISHARES TR - RUS 2000 VAL ETF | $729,960 | 0.0% | +0% | — |
| 253 | — | ISHARES TR - EAFE GRWTH ETF | $729,599 | 0.0% | +2% | — |
| 254 |  $CDW | CDW Corp | $726,687 | 0.0% | -54% | 55.5 |
| 255 |  $MPC | Marathon Petroleum Corp | $723,035 | 0.0% | +0% | 61 |
| 256 |  $ZTS | Zoetis Inc. | $695,820 | 0.0% | -17% | 68.6 |
| 257 |  $TEL | TE Connectivity plc | $692,530 | 0.0% | -2% | — |
| 258 |  $COR | Cencora, Inc. | $683,397 | 0.0% | -1% | 61.1 |
| 259 |  $COF | CAPITAL ONE FINANCIAL CORP | $674,484 | 0.0% | +42% | 62.4 |
| 260 |  $MCO | MOODYS CORP /DE/ | $674,398 | 0.0% | +0% | 79.1 |
| 261 |  $RNR | RENAISSANCERE HOLDINGS LTD | $647,744 | 0.0% | +0% | — |
| 262 |  $TT | Trane Technologies plc | $646,367 | 0.0% | +0% | — |
| 263 |  $GWW | W.W. GRAINGER, INC. | $643,469 | 0.0% | +0% | 61.8 |
| 264 |  $BN | BROOKFIELD Corp /ON/ | $640,426 | 0.0% | -39% | — |
| 265 |  $EIX | EDISON INTERNATIONAL | $634,388 | 0.0% | -10% | 61.2 |
| 266 | — | SPDR SERIES TRUST - ST STR SP BIOT | $631,734 | 0.0% | +0% | — |
| 267 |  $BHST | BIOHARVEST SCIENCES INC. | $618,741 | 0.0% | +55% | — |
| 268 |  $MSI | Motorola Solutions, Inc. | $618,367 | 0.0% | -2% | 71.8 |
| 269 |  $HOOD | Robinhood Markets, Inc. | $608,800 | 0.0% | -13% | 82.1 |
| 270 |  $C | CITIGROUP INC | $605,747 | 0.0% | -1% | 65 |
| 271 | — | VANGUARD INDEX FDS - VALUE ETF | $604,320 | 0.0% | +0% | — |
| 272 |  $STT | STATE STREET CORP | $601,232 | 0.0% | +0% | 71.5 |
| 273 |  $JEF | Jefferies Financial Group Inc. | $597,911 | 0.0% | +0% | 57.5 |
| 274 |  $TPR | TAPESTRY, INC. | $585,520 | 0.0% | +0% | 72.7 |
| 275 |  $CSX | CSX CORP | $584,239 | 0.0% | -14% | 65.2 |
| 276 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $583,954 | 0.0% | -2% | 66.3 |
| 277 |  $CCZ | COMCAST CORP | $561,017 | 0.0% | -29% | 59.5 |
| 278 |  $DLR | DIGITAL REALTY TRUST, INC. | $558,134 | 0.0% | +2% | 72.8 |
| 279 |  $AWK | American Water Works Company, Inc. | $555,268 | 0.0% | +0% | 58.1 |
| 280 |  $TFC | TRUIST FINANCIAL CORP | $545,180 | 0.0% | +2% | 76.4 |
| 281 |  $MSCI | MSCI Inc. | $542,679 | 0.0% | +0% | 75.7 |
| 282 |  $OBDC | Blue Owl Capital Corp | $541,326 | 0.0% | +0% | — |
| 283 |  $BBY | BEST BUY CO INC | $537,231 | 0.0% | +2% | 60.2 |
| 284 |  $MLM | MARTIN MARIETTA MATERIALS INC | $535,178 | 0.0% | +0% | 62.9 |
| 285 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $520,337 | 0.0% | +1% | — |
| 286 |  $GLNG | GOLAR LNG LTD | $498,400 | 0.0% | NEW | — |
| 287 |  $NSC | NORFOLK SOUTHERN CORP | $493,906 | 0.0% | -6% | 63.2 |
| 288 |  $CME | CME GROUP INC. | $476,993 | 0.0% | +0% | 69.5 |
| 289 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $466,606 | 0.0% | -8% | 52.8 |
| 290 |  $JCI | Johnson Controls International plc | $465,799 | 0.0% | -4% | — |
| 291 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $457,495 | 0.0% | +0% | — |
| 292 |  $BIIB | BIOGEN INC. | $456,319 | 0.0% | +0% | 64.7 |
| 293 |  $ALL | ALLSTATE CORP | $455,655 | 0.0% | +0% | 78.5 |
| 294 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $451,674 | 0.0% | +0% | — |
| 295 |  $TMUS | T-Mobile US, Inc. | $445,491 | 0.0% | -3% | 69.1 |
| 296 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $445,200 | 0.0% | NEW | 59.1 |
| 297 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $443,943 | 0.0% | +0% | — |
| 298 |  $TECH | BIO-TECHNE Corp | $435,204 | 0.0% | +18% | 58.9 |
| 299 |  $MKC | MCCORMICK & CO INC | $432,704 | 0.0% | -1% | 67.6 |
| 300 |  $BXDC | Blackstone Digital Infrastructure Trust Inc. | $432,600 | 0.0% | NEW | — |
| 301 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $432,099 | 0.0% | +0% | — |
| 302 |  $APD | Air Products & Chemicals, Inc. | $430,975 | 0.0% | -1% | 46.4 |
| 303 |  $EXPE | Expedia Group, Inc. | $423,481 | 0.0% | +0% | 71.1 |
| 304 |  $PWR | QUANTA SERVICES, INC. | $422,663 | 0.0% | +0% | 72.1 |
| 305 | — | INVESCO EXCHANGE TRADED FD T - NEXT GEN CON ETF | $421,859 | 0.0% | +0% | — |
| 306 |  $WBS | WEBSTER FINANCIAL CORP | $417,406 | 0.0% | -12% | 63.3 |
| 307 |  $AN | AUTONATION, INC. | $413,383 | 0.0% | +0% | 47.8 |
| 308 | — | ISHARES TR - RUS MD CP GR ETF | $407,605 | 0.0% | -20% | — |
| 309 |  $AEE | AMEREN CORP | $406,944 | 0.0% | -2% | 59.4 |
| 310 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $406,938 | 0.0% | -0% | 62.9 |
| 311 |  $VRSK | Verisk Analytics, Inc. | $405,738 | 0.0% | +0% | 71.2 |
| 312 |  $MKL | MARKEL GROUP INC. | $396,461 | 0.0% | +0% | 60.2 |
| 313 | — | VANECK ETF TRUST - GOLD MINERS ETF | $394,754 | 0.0% | +0% | — |
| 314 |  $RSG | REPUBLIC SERVICES, INC. | $391,215 | 0.0% | +0% | 62.3 |
| 315 |  $SLB | SLB LIMITED/NV | $390,442 | 0.0% | -6% | 57.9 |
| 316 |  $ISRG | INTUITIVE SURGICAL INC | $386,545 | 0.0% | -6% | 79.9 |
| 317 |  $FRMI | Fermi Inc. | $384,720 | 0.0% | +5% | — |
| 318 |  $SXT | SENSIENT TECHNOLOGIES CORP | $382,199 | 0.0% | -23% | 52.2 |
| 319 | — | ISHARES TR - RUS 2000 GRW ETF | $374,656 | 0.0% | +0% | — |
| 320 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $374,354 | 0.0% | NEW | — |
| 321 |  $PSA | Public Storage | $373,816 | 0.0% | +0% | 69.1 |
| 322 |  $CRWV | CoreWeave, Inc. | $358,344 | 0.0% | +0% | 52.2 |
| 323 |  $RJF | RAYMOND JAMES FINANCIAL INC | $353,926 | 0.0% | -4% | 66.3 |
| 324 |  $APO | Apollo Global Management, Inc. | $352,564 | 0.0% | -0% | 52.1 |
| 325 |  $DPZ | DOMINOS PIZZA INC | $346,366 | 0.0% | -23% | 60.1 |
| 326 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $343,694 | 0.0% | +0% | — |
| 327 |  $CI | Cigna Group | $338,811 | 0.0% | -6% | 66.2 |
| 328 |  $ETR | ENTERGY CORP /DE/ | $335,851 | 0.0% | +0% | 59.5 |
| 329 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $335,450 | 0.0% | -4% | — |
| 330 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $326,373 | 0.0% | +0% | — |
| 331 | — | ISHARES TR - NATIONAL MUN ETF | $316,510 | 0.0% | +4% | — |
| 332 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $314,797 | 0.0% | -1% | 64.1 |
| 333 |  $HALO | HALOZYME THERAPEUTICS, INC. | $313,080 | 0.0% | +0% | 77.2 |
| 334 | — | ISHARES TR - CORE MSCI INTL | $310,734 | 0.0% | +0% | — |
| 335 |  $NUE | NUCOR CORP | $304,276 | 0.0% | -1% | 61.7 |
| 336 | — | ISHARES TR - AGENCY BOND ETF | $302,150 | 0.0% | +0% | — |
| 337 |  $VMC | Vulcan Materials CO | $295,010 | 0.0% | +0% | 63.5 |
| 338 |  $VLO | VALERO ENERGY CORP/TX | $293,255 | 0.0% | -1% | 57.8 |
| 339 | — | ISHARES TR - IBOXX INV CP ETF | $292,526 | 0.0% | +0% | — |
| 340 |  $SNPS | SYNOPSYS INC | $288,161 | 0.0% | +0% | 67.9 |
| 341 |  $WSM | WILLIAMS SONOMA INC | $286,713 | 0.0% | +0% | 66.1 |
| 342 |  $FCX | FREEPORT-MCMORAN INC | $285,646 | 0.0% | -0% | 62 |
| 343 | — | SPDR SERIES TRUST - ST STR SP500DIV | $284,775 | 0.0% | +0% | — |
| 344 |  $GBTC | Grayscale Bitcoin Trust ETF | $284,500 | 0.0% | +0% | — |
| 345 |  $HSIC | HENRY SCHEIN INC | $283,884 | 0.0% | +0% | 58.8 |
| 346 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $279,220 | 0.0% | +0% | 71.6 |
| 347 |  $CEG | Constellation Energy Corp | $277,678 | 0.0% | +0% | 59.4 |
| 348 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $277,136 | 0.0% | +0% | 63.6 |
| 349 | — | ISHARES TR - MSCI USA MIN ETF | $276,262 | 0.0% | +0% | — |
| 350 |  $CMS | CMS ENERGY CORP | $275,400 | 0.0% | NEW | 57.3 |
| 351 |  $SSNC | SS&C Technologies Holdings Inc | $273,640 | 0.0% | +0% | 68.2 |
| 352 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $273,250 | 0.0% | +0% | 65.7 |
| 353 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $273,024 | 0.0% | -38% | — |
| 354 |  $PLD | Prologis, Inc. | $272,837 | 0.0% | +0% | 68.3 |
| 355 |  $SIVR | abrdn Silver ETF Trust | $269,856 | 0.0% | +0% | — |
| 356 |  $FXF | Invesco CurrencyShares Swiss Franc Trust | $267,179 | 0.0% | +0% | — |
| 357 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $267,012 | 0.0% | -1% | — |
| 358 |  $KVUE | Kenvue Inc. | $264,597 | 0.0% | +0% | 60.3 |
| 359 | — | ISHARES INC - MSCI JAPAN ETF | $263,954 | 0.0% | +0% | — |
| 360 |  $BETA | BETA Technologies, Inc. | $262,824 | 0.0% | NEW | 28.9 |
| 361 |  $GTLS | CHART INDUSTRIES INC | $261,175 | 0.0% | +0% | 49 |
| 362 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $259,488 | 0.0% | +2% | — |
| 363 |  $CSL | CARLISLE COMPANIES INC | $253,925 | 0.0% | +0% | 59.4 |
| 364 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $253,831 | 0.0% | +0% | — |
| 365 |  $BE | Bloom Energy Corp | $252,754 | 0.0% | NEW | 66.2 |
| 366 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $251,898 | 0.0% | -1% | — |
| 367 |  $CRWD | CrowdStrike Holdings, Inc. | $251,836 | 0.0% | NEW | 67.7 |
| 368 |  $HPE | Hewlett Packard Enterprise Co | $250,992 | 0.0% | NEW | 70.5 |
| 369 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $250,832 | 0.0% | +0% | — |
| 370 |  $EVR | Evercore Inc. | $245,837 | 0.0% | -58% | 76.9 |
| 371 |  $WLY | JOHN WILEY & SONS, INC. | $245,461 | 0.0% | NEW | 51.7 |
| 372 |  $ACU | ACME UNITED CORP | $243,372 | 0.0% | +0% | 44.4 |
| 373 |  $AZN | ASTRAZENECA PLC | $242,334 | 0.0% | +0% | — |
| 374 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $241,075 | 0.0% | +0% | 52.1 |
| 375 |  $EW | Edwards Lifesciences Corp | $238,181 | 0.0% | -1% | 69.4 |
| 376 |  $DD | DuPont de Nemours, Inc. | $237,144 | 0.0% | -69% | 47 |
| 377 |  $KKR | KKR & Co. Inc. | $236,792 | 0.0% | -0% | 54.3 |
| 378 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $235,620 | 0.0% | +0% | — |
| 379 |  $IMXI | International Money Express, Inc. | $234,495 | 0.0% | -39% | 36.8 |
| 380 |  $ECPG | ENCORE CAPITAL GROUP INC | $233,225 | 0.0% | NEW | 70.9 |
| 381 |  $TDWD | Tailwind 2.0 Acquisition Corp. | $232,928 | 0.0% | +0% | — |
| 382 |  $AMP | AMERIPRISE FINANCIAL INC | $230,756 | 0.0% | +0% | 68.7 |
| 383 |  $MNST | Monster Beverage Corp | $230,688 | 0.0% | NEW | 71.3 |
| 384 | — | ISHARES TR - SELECT US REIT | $230,010 | 0.0% | +0% | — |
| 385 |  $BWA | BORGWARNER INC | $226,158 | 0.0% | NEW | 56 |
| 386 |  $RY | ROYAL BANK OF CANADA | $222,700 | 0.0% | NEW | 74.8 |
| 387 |  $SOLS | Solstice Advanced Materials Inc. | $222,120 | 0.0% | -20% | 61.6 |
| 388 |  $A | AGILENT TECHNOLOGIES, INC. | $220,896 | 0.0% | NEW | 67.1 |
| 389 |  $HUBB | HUBBELL INC | $218,174 | 0.0% | -2% | 64.1 |
| 390 |  $ELV | Elevance Health, Inc. | $215,022 | 0.0% | NEW | 59 |
| 391 |  $COIN | Coinbase Global, Inc. | $212,268 | 0.0% | +0% | 44.8 |
| 392 |  $WRB | BERKLEY W R CORP | $212,013 | 0.0% | NEW | 68.6 |
| 393 |  $DGX | QUEST DIAGNOSTICS INC | $211,950 | 0.0% | -44% | 69 |
| 394 |  $GAM | GENERAL AMERICAN INVESTORS CO INC | $211,204 | 0.0% | NEW | — |
| 395 |  $INTU | INTUIT INC. | $210,888 | 0.0% | -50% | 79.3 |
| 396 |  $GGG | GRACO INC | $208,910 | 0.0% | +1% | 63.4 |
| 397 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $208,272 | 0.0% | NEW | — |
| 398 | — | ISHARES TR - 3 7 YR TREAS BD | $206,712 | 0.0% | +0% | — |
| 399 |  $SLG | SL GREEN REALTY CORP | $205,630 | 0.0% | NEW | 42.5 |
| 400 |  $SHOP | SHOPIFY INC. | $204,382 | 0.0% | +0% | 64.9 |
| 401 | — | SPDR SERIES TRUST - ST STR CONV ETF | $202,917 | 0.0% | NEW | — |
| 402 | — | ISHARES TR - U.S. TECH ETF | $201,784 | 0.0% | NEW | — |
| 403 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $201,194 | 0.0% | NEW | — |
| 404 |  $SJM | J M SMUCKER Co | $200,250 | 0.0% | NEW | 59.1 |
| 405 |  $ACHR | Archer Aviation Inc. | $183,287 | 0.0% | +0% | 24.2 |
| 406 |  $HODL | VanEck Bitcoin ETF | $182,710 | 0.0% | +0% | — |
| 407 |  $CGCF | Cartesian Growth Corp IV | $169,000 | 0.0% | NEW | — |
| 408 |  $ALIS | Calisa Acquisition Corp | $168,388 | 0.0% | +0% | — |
| 409 | — | TRIBECA STRATEGIC ACQUISITIO - UNIT 05/22/2031 | $167,160 | 0.0% | NEW | — |
| 410 | — | KENSINGTON CAP ACQUISITION - UNIT 99/99/9999 | $166,046 | 0.0% | NEW | — |
| 411 |  $FIGX | FIGX Capital Acquisition Corp. | $163,066 | 0.0% | +0% | — |
| 412 |  $CUB | Lionheart Holdings | $162,627 | 0.0% | +0% | — |
| 413 |  $PCT | PureCycle Technologies, Inc. | $162,200 | 0.0% | -80% | 15.8 |
| 414 |  $MBVI | M3-Brigade Acquisition VI Corp. | $162,070 | 0.0% | +0% | — |
| 415 |  $JOBY | Joby Aviation, Inc. | $160,506 | 0.0% | +0% | 29 |
| 416 |  $APMC | AmperCap Acquisition Co | $139,054 | 0.0% | NEW | — |
| 417 | — | TWELVE SEAS INVT CO III - ORD SHS CL A | $135,964 | 0.0% | NEW | — |
| 418 |  $MKLY | McKinley Acquisition Corp | $131,036 | 0.0% | +0% | — |
| 419 |  $ISNR | Snow Rothschild Acquisition Corp. | $129,629 | 0.0% | NEW | — |
| 420 |  $MTAL | Metals Acquisition Corp. II | $128,194 | 0.0% | NEW | — |
| 421 |  $INAC | Indigo Acquisition Corp. | $109,982 | 0.0% | +0% | — |
| 422 |  $LAB | STANDARD BIOTOOLS INC. | $102,837 | 0.0% | +0% | 34.8 |
| 423 |  $MGNX | MACROGENICS INC | $81,049 | 0.0% | +0% | 39.6 |
| 424 |  $SOC | Sable Offshore Corp. | $63,910 | 0.0% | +0% | — |
| 425 |  $PLUG | PLUG POWER INC | $54,200 | 0.0% | +0% | 25.2 |
| 426 |  $CHGG | CHEGG, INC | $13,825 | 0.0% | +0% | 21.5 |
| 427 | $ALIS | Calisa Acquisition Corp | $10,120 | 0.0% | +0% | — |
| 428 |  $CAPN | Cayson Acquisition Corp | $3,091 | 0.0% | +0% | — |
| 429 | $TDWD | Tailwind 2.0 Acquisition Corp. | $2,902 | 0.0% | +0% | — |
| 430 | $MKLY | McKinley Acquisition Corp | $2,453 | 0.0% | +0% | — |
| 431 |  $IBAC | IB Acquisition Corp. | $2,251 | 0.0% | +0% | — |
| 432 | — | TWELVE SEAS INVT CO III - RIGHT 11/21/2030 | $1,771 | 0.0% | NEW | — |
| 433 | $INAC | Indigo Acquisition Corp. | $1,181 | 0.0% | +0% | — |
New Positions (35)
$CASY CASEYS GENERAL STORES INC$29.9M$LEU CENTRUS ENERGY CORP$2.2M$HONA Honeywell Aerospace Inc.$1.8M$GLNG GOLAR LNG LTD$498,400$PAA PLAINS ALL AMERICAN PIPELINE LP$445,200$BXDC Blackstone Digital Infrastructure Trust Inc.$432,600$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$374,354$CMS CMS ENERGY CORP$275,400$BETA BETA Technologies, Inc.$262,824$BE Bloom Energy Corp$252,754$CRWD CrowdStrike Holdings, Inc.$251,836$HPE Hewlett Packard Enterprise Co$250,992$WLY JOHN WILEY & SONS, INC.$245,461$ECPG ENCORE CAPITAL GROUP INC$233,225$MNST Monster Beverage Corp$230,688Exited Positions (20)
$WTM WHITE MOUNTAINS INSURANCE GROUP LTD SPDR SERIES TRUST
$HOLX HOLOGIC INC ISHARES TR
$KR KROGER CO
$BAM Brookfield Asset Management Ltd.
$PNR PENTAIR plc
$FDX FEDEX CORP
$EMN EASTMAN CHEMICAL CO
$GIS GENERAL MILLS INC
$CE Celanese Corp
$ETH Grayscale Ethereum Staking Mini ETF
$OKE ONEOK INC /NEW/ KENSINGTON CAP ACQUIST CORP
$ALF Centurion Acquisition Corp.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Evercore Wealth Management, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Evercore Wealth Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Evercore Wealth Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Evercore Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Evercore Wealth Management, LLC (SEC CIK: 1482689), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Evercore Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.