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| Name: |
EVERCORE WEALTH MANAGEMENT, LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10055 |
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data |
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Filing Period: |
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| Holdings
Found :
30 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ARCC |
Ares Capital Corp |
95 |
New |
$20.81 |
$5,279,000 |
263,545 |
0.09% |
5,279,000 |
263,545 |
0.062 |
Closed - End Fund - Debt |
|
|
SGOV |
Ishares 03 Month Treasury B... |
141 |
New |
$0.00 |
$2,532,000 |
25,249 |
0.04% |
2,532,000 |
25,249 |
0.028 |
N/A |
|
|
AGG |
iShares Barclays Agency Bond |
231 |
New |
$95.62 |
$837,000 |
8,432 |
0.01% |
837,000 |
8,432 |
0 |
Closed - End Fund - E... |
|
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VLTO |
Veralto Corp |
278 |
New |
$94.89 |
$522,000 |
6,345 |
0.01% |
522,000 |
6,345 |
0.003 |
N/A |
|
|
MUB |
iShares S&P National Munici... |
280 |
New |
$106.38 |
$510,000 |
4,702 |
0.01% |
510,000 |
4,702 |
0 |
Closed - End Fund - E... |
|
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COIN |
Coinbase Global, Inc. |
294 |
New |
$218.16 |
$444,000 |
2,555 |
0.01% |
444,000 |
2,555 |
0.002 |
N/A |
|
|
LULU |
Lululemon Athletica Inc |
301 |
New |
$363.96 |
$412,000 |
805 |
0.01% |
412,000 |
805 |
0.001 |
Textile - Apparel Clo... |
|
|
WBS |
Webster Financial Corp |
304 |
New |
$44.89 |
$403,000 |
7,946 |
0.01% |
403,000 |
7,946 |
0.005 |
Savings & Loans |
|
|
IWP |
iShares Tr Russell MidCap Gr |
313 |
New |
$109.47 |
$351,000 |
3,361 |
0.01% |
351,000 |
3,361 |
0 |
Closed - End Fund - E... |
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IPXX |
Inflection Point Acquisitio... |
315 |
New |
$10.53 |
$347,000 |
33,630 |
0.01% |
347,000 |
33,630 |
0.135 |
N/A |
|
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PRM |
Perimeter Solutions, Sa |
318 |
New |
$7.11 |
$345,000 |
75,000 |
0.01% |
345,000 |
75,000 |
0 |
N/A |
|
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RSG |
Republic Services Inc |
327 |
New |
$193.41 |
$329,000 |
1,994 |
0.01% |
329,000 |
1,994 |
0.001 |
Waste Management |
|
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NNAG |
99 Acquisition Group Class A |
336 |
New |
$0.00 |
$318,000 |
31,160 |
0.01% |
318,000 |
31,160 |
0.411 |
N/A |
|
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MU |
Micron Technology Inc |
337 |
New |
$114.36 |
$317,000 |
3,711 |
0.01% |
317,000 |
3,711 |
0.001 |
Semiconductor - Memor... |
|
|
C |
Citigroup Inc |
366 |
New |
$62.26 |
$265,000 |
5,153 |
0% |
265,000 |
5,153 |
0 |
Domestic Money Center... |
|
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HACK |
Amplify Cybersecurity Etf |
370 |
New |
$63.39 |
$263,000 |
4,360 |
0% |
263,000 |
4,360 |
0 |
N/A |
|
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DGX |
Quest Diagnostics Inc |
371 |
New |
$139.50 |
$262,000 |
1,899 |
0% |
262,000 |
1,899 |
0.001 |
Medical Laboratories ... |
|
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KKR |
KKR Financial Holdings LLC |
376 |
New |
$95.28 |
$253,000 |
3,055 |
0% |
253,000 |
3,055 |
0.001 |
Asset Management |
|
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MET |
MetLife Inc |
382 |
New |
$71.70 |
$243,000 |
3,676 |
0% |
243,000 |
3,676 |
0 |
Life & Health Insurance |
|
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NETD |
Nabors Energy Transition Co... |
386 |
New |
$10.51 |
$236,000 |
22,740 |
0% |
236,000 |
22,740 |
0 |
N/A |
|
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COLB |
Columbia Banking System Inc |
388 |
New |
$18.97 |
$231,000 |
8,647 |
0% |
231,000 |
8,647 |
0.004 |
Savings & Loans |
|
|
CSL |
Carlisle Companies Inc |
390 |
New |
$397.00 |
$230,000 |
736 |
0% |
230,000 |
736 |
0 |
Rubber & Plastics |
|
|
OKE |
ONEOK Inc |
399 |
New |
$81.42 |
$221,000 |
3,146 |
0% |
221,000 |
3,146 |
0.001 |
Gas Utilities |
|
|
ACU |
Acme United Corp |
400 |
New |
$40.85 |
$219,000 |
5,100 |
0% |
219,000 |
5,100 |
0.151 |
Medical Instruments &... |
|
|
SQ |
Square Inc |
401 |
New |
$75.31 |
$218,000 |
2,817 |
0% |
218,000 |
2,817 |
0.001 |
N/A |
|
|
BK |
Bank of New York Mellon Corp |
406 |
New |
$57.33 |
$204,000 |
3,913 |
0% |
204,000 |
3,913 |
0 |
Domestic Money Center... |
|
|
PZA |
Invesco National AMT-Free M... |
407 |
New |
$23.44 |
$203,000 |
8,393 |
0% |
203,000 |
8,393 |
0.011 |
Meat Products |
|
|
ETE |
Energy Transfer Equity LP |
414 |
New |
$15.98 |
$159,000 |
11,491 |
0% |
159,000 |
11,491 |
0 |
Oil & Gas Pipelines &... |
|
|
RENE |
Cartesian Growth Ii Ord Shs... |
419 |
New |
$0.00 |
$120,000 |
10,998 |
0% |
120,000 |
10,998 |
0.048 |
N/A |
|
|
BUJA |
Bukit Jalil Global Acquisit... |
420 |
New |
$10.55 |
$119,000 |
11,500 |
0% |
119,000 |
11,500 |
0.148 |
N/A |
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