Titelia

Holdings of Evercore Wealth Management, LLC

369 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.2 % of the equity sleeve

Sector breakdown

  • Technology 20.6 %
  • Financials 17.7 %
  • Consumer discretionary 11.6 %
  • Communication 8.0 %
  • Industrials 6.1 %
  • Health care 5.1 %
  • Energy 4.6 %
  • Real estate 3.3 %
  • Funds 2.9 %
  • Consumer staples 2.6 %
  • Materials 0.6 %
  • Utilities 0.4 %
  • Unattributed 16.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3695.9B $100.00 %

Positions

RankCompanySharesValueWeight
301Entergy Corp 2,924328.5K $
302Amplify ETF Trust 4,360327.4K $
303Quanta Services Inc 587322.3K $
304Public Storage 1,174318.1K $
305Constellation Energy Corp. 1,118312.2K $
306iShares Trust 2,765303.3K $
307Schwab Fundamental International Equity Etf 6,186302.7K $
308iShares National Muni Bond ETF 2,830300.4K $
309iShares Russell 2000 Growth ETF 951298.4K $
310SS&C Technologies Holdings Inc 4,410298K $
311iShares iBoxx USD Investment Grade Corporate Bond ETF 2,682292.3K $
312iShares Core MSCI International Developed Markets ETF 3,491291.7K $
313SPDR SERIES TRUST 1,586288.4K $
314Zimmer Biomet Holdings Inc 3,174287K $
315Hartford Insurance Group Inc/The 2,107284.9K $
316Valero Energy Corp 1,136280.7K $
317CoreWeave Inc 3,600278.9K $
318Vulcan Materials Co 1,000272.3K $
319Bio-Techne Corp 5,207272.1K $
320State Street SPDR Portfolio S& 5,969271.7K $
321Freeport-McMoRan Inc 4,543267K $
322Prologis Inc 2,014266.2K $
323iShares MSCI USA Min Vol Factor ETF 2,864265.6K $
324Hologic Inc 3,465261.9K $
325Halozyme Therapeutics Inc 4,000258.5K $
326Chart Industries Inc 1,250258.4K $
327Synopsys Inc 646256.1K $
328DuPont de Nemours Inc 5,571255.2K $
329Coinbase Global Inc 1,452253.5K $
330Vanguard Malvern Funds 5,071253.3K $
331iShares China Large-Cap ETF 7,000251.3K $
332Henry Schein Inc 3,399250.5K $
333iShares MSCI Japan ETF 2,830239K $
334KKR & Co Inc 2,582238.8K $
335Kenvue Inc 13,846238.7K $
336Solstice Advanced Materials Inc 3,130238.4K $
337Columbia Banking System Inc 8,647237.2K $
338Kroger Co/The 3,257235.7K $
339Nucor Corp 1,386234.4K $
340Fermi Inc 40,000233.6K $
341Carlisle Cos Inc 700233.5K $
342Graco Inc 2,736231.6K $
343Acme United Corp 5,100229K $
344Williams-Sonoma Inc 1,230224.3K $
345Ameriprise Financial Inc 503223.5K $
346FedEx Corp 616219.4K $
347Schwab U.S. Large-Cap ETF 8,523218.5K $
348Vanguard Russell 1000 Growth ETF 1,986217.8K $
349Vanguard World Fund 788214.6K $
350Eastman Chemical Co 2,805214.1K $
351Edwards Lifesciences Corp 2,658212.9K $
352CH Robinson Worldwide Inc 1,280212.6K $
353General Mills, Inc. 5,669211K $
354VanEck Bitcoin ETF/US 11,000210.8K $
355iShares Select U.S. REIT ETF 3,401210.5K $
356Celanese Corp 3,195210.1K $
357Grayscale Ethereum Staking Min 10,550209.5K $
358iShares Trust 1,760208.7K $
359Hubbell Inc 425208.6K $
360ONEOK Inc 2,292207.2K $
361Schwab U.S. Small-Cap ETF 7,046204.9K $
362Archer Aviation Inc 38,750200.3K $
363Standard BioTools Inc 125,000114.9K $
364SoundHound AI Inc 13,20090.7K $
365MacroGenics Inc 17,54350.7K $
366Aurora Innovation Inc 12,00049.4K $
367Plug Power Inc 20,00045.2K $
368Chegg Inc 13,68810.1K $
369IB ACQUISITION CORP 19,5762.2K $