Evercore Wealth Management, LLC at 2021-06-30

Filling information for Evercore Wealth Management, LLC as Treemap, investor disclosed 423 total holdings based on 2021-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
56585A102 56585A102 MARATHON PETE CORP COM 305 5051
22052L104 22052L104 CORTEVA INC COM 420 9475
020002101 020002101 ALLSTATE CORP COM 375 2872
16115Q308 16115Q308 CHART INDS INC COM 2467 16860
H84989104 H84989104 TE CONNECTIVITY LTD REG SHS 407 3012
693475105 693475105 PNC FINL SVCS GROUP INC COM 1795 9411
194162103 194162103 COLGATE PALMOLIVE CO COM 3084 37916
G9618E107 G9618E107 WHITE MTNS INS GROUP LTD COM 230 200
907818108 907818108 UNION PAC CORP COM 9180 41742
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 3505 95531
464287200 464287200 ISHARES TR CORE S&P500 ETF 33090 76968
363576109 363576109 GALLAGHER ARTHUR J & CO COM 737 5266
776696106 776696106 ROPER TECHNOLOGIES INC COM 97103 206515
718549207 718549207 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 592 15000
163092109 163092109 CHEGG INC COM 2461 29608
G16252101 G16252101 BROOKFIELD INFRAST PARTNERS LP INT UNIT 287 5168
023135106 023135106 AMAZON COM INC COM 206544 60039
929740108 929740108 WABTEC COM 249 3023
09062X103 09062X103 BIOGEN INC COM 1596 4610
29444U700 29444U700 EQUINIX INC COM 1225 1526
464287721 464287721 ISHARES TR U.S. TECH ETF 318 3200
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 6383 74826
494368103 494368103 KIMBERLY-CLARK CORP COM 1781 13317
89832Q109 89832Q109 TRUIST FINL CORP COM 311 5602
372460105 372460105 GENUINE PARTS CO COM 297 2349
44980X109 44980X109 IPG PHOTONICS CORP COM 50648 240298
032654105 032654105 ANALOG DEVICES INC COM 1353 7861
11135F101 11135F101 BROADCOM INC COM 1139 2389
55354G100 55354G100 MSCI INC COM 600 1126
11133T103 11133T103 BROADRIDGE FINL SOLUTIONS IN COM 332 2057
410345102 410345102 HANESBRANDS INC COM 748 40067
12514G108 12514G108 CDW CORP COM 89341 511549
78467X109 78467X109 SPDR DOW JONES INDL AVERAGE UT SER 1 675 1957
64115T104 64115T104 NETSCOUT SYS INC COM 332 11616
464287408 464287408 ISHARES TR S&P 500 VAL ETF 3597 24364
461202103 461202103 INTUIT COM 474 968
808524300 808524300 SCHWAB STRATEGIC TR US LCAP GR ETF 2327 15944
00434H108 00434H108 ACCELERON PHARMA INC COM 2970 23667
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 7632 136202
33733E302 33733E302 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 334 1364
192446102 192446102 COGNIZANT TECHNOLOGY SOLUTIO CL A 895 12928
922042775 922042775 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 5365 84625
210373106 210373106 CONSTELLATION PHARMCETICLS I COM 377 11147
78467J100 78467J100 SS&C TECHNOLOGIES HLDGS INC COM 81918 1136803
571748102 571748102 MARSH & MCLENNAN COS INC COM 1186 8429
85917A100 85917A100 STERLING BANCORP DEL COM 721 29100
46429B697 46429B697 ISHARES TR MSCI USA MIN VOL 237 3211
34959J108 34959J108 FORTIVE CORP COM 542 7770
084670108 084670108 BERKSHIRE HATHAWAY INC DEL CL A 5023 12
81369Y860 81369Y860 SELECT SECTOR SPDR TR RL EST SEL SEC 1167 26322
863667101 863667101 STRYKER CORPORATION COM 8510 32765
05070N103 05070N103 AUDACY INC CL A 43 10000
78463X202 78463X202 SPDR INDEX SHS FDS EURO STOXX 50 380 8111
844741108 844741108 SOUTHWEST AIRLS CO COM 229 4307
609207105 609207105 MONDELEZ INTL INC CL A 1906 30530
00846U101 00846U101 AGILENT TECHNOLOGIES INC COM 275 1858
922908751 922908751 VANGUARD INDEX FDS SMALL CP ETF 7126 31634
00287Y109 00287Y109 ABBVIE INC COM 11493 102036
G25839104 G25839104 COCA-COLA EUROPACIFIC PARTNE SHS 341 5748
902973304 902973304 US BANCORP DEL COM NEW 3437 60332
464287242 464287242 ISHARES TR IBOXX INV CP ETF 913 6793
98389B100 98389B100 XCEL ENERGY INC COM 1402 21278
G9127T116 G9127T116 TURMERIC ACQUISITION CORP UNIT 10/08/2025 352 35000
64110L106 64110L106 NETFLIX INC COM 2294 4344
464287655 464287655 ISHARES TR RUSSELL 2000 ETF 10745 46846
46625H100 46625H100 JPMORGAN CHASE & CO COM 81634 524842
46333X108 46333X108 IRONWOOD PHARMACEUTICALS INC COM CL A 289 22425
469814107 469814107 JACOBS ENGR GROUP INC COM 2897 21713
464288687 464288687 ISHARES TR PFD AND INCM SEC 1167 29650
67073D102 67073D102 NUVEEN CR STRATEGIES INCOME COM SHS 276 40925
615369105 615369105 MOODYS CORP COM 545 1505
149123101 149123101 CATERPILLAR INC COM 2737 12575
16119P108 16119P108 CHARTER COMMUNICATIONS INC N CL A 6991 9690
482480100 482480100 KLA CORP COM NEW 264 815
670346105 670346105 NUCOR CORP COM 640 6667
26441C204 26441C204 DUKE ENERGY CORP NEW COM NEW 2933 29714
260557103 260557103 DOW INC COM 714 11294
68389X105 68389X105 ORACLE CORP COM 7081 90969
12572Q105 12572Q105 CME GROUP INC COM 641 3013
G7709Q104 G7709Q104 ROYALTY PHARMA PLC SHS CLASS A 3424 83532
931427108 931427108 WALGREENS BOOTS ALLIANCE INC COM 935 17780
384802104 384802104 GRAINGER W W INC COM 368 839
893641100 893641100 TRANSDIGM GROUP INC COM 6475 10003
464288570 464288570 ISHARES TR MSCI KLD400 SOC 928 11198
21036P108 21036P108 CONSTELLATION BRANDS INC CL A 74174 317134
922908553 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 1318 12943
742718109 742718109 PROCTER AND GAMBLE CO COM 13285 98465
071813109 071813109 BAXTER INTL INC COM 2121 26353
876030107 876030107 TAPESTRY INC COM 350 8049
911363109 911363109 UNITED RENTALS INC COM 211 663
858912108 858912108 STERICYCLE INC COM 393 5495
98956P102 98956P102 ZIMMER BIOMET HOLDINGS INC COM 538 3342
808513105 808513105 SCHWAB CHARLES CORP COM 19057 261732
872540109 872540109 TJX COS INC NEW COM 16085 238568
293792107 293792107 ENTERPRISE PRODS PARTNERS L COM 3349 138769
918204108 918204108 V F CORP COM 1021 12439
842587107 842587107 SOUTHERN CO COM 1147 18963
46137V613 46137V613 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 948 5913
037833100 037833100 APPLE INC COM 295327 2156302
464288638 464288638 ISHARES TR ISHS 5-10YR INVT 6119 101111
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 170458 337894
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 3498 23865
654106103 654106103 NIKE INC CL B 93483 605106
548661107 548661107 LOWES COS INC COM 9326 48083
921943858 921943858 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 8380 162653
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 4200 18851
857477103 857477103 STATE STR CORP COM 995 12090
002824100 002824100 ABBOTT LABS COM 97256 838918
81369Y308 81369Y308 SELECT SECTOR SPDR TR SBI CONS STPLS 854 12210
464287689 464287689 ISHARES TR RUSSELL 3000 ETF 945 3694
968223206 968223206 WILEY JOHN & SONS INC CL A 215 3564
60770K107 60770K107 MODERNA INC COM 290 1235
277432100 277432100 EASTMAN CHEM CO COM 213 1824
931142103 931142103 WALMART INC COM 7099 50339
92537N108 92537N108 VERTIV HOLDINGS CO COM CL A 409 15000
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 319 3070
223622606 223622606 COWEN INC CL A NEW 505 12304
053015103 053015103 AUTOMATIC DATA PROCESSING IN COM 14701 74014
81369Y407 81369Y407 SELECT SECTOR SPDR TR SBI CONS DISCR 1979 11086
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM 124555 212682
78468R788 78468R788 SPDR SER TR PRTFLO S&P500 HI 454 11320
727493108 727493108 PLANTRONICS INC NEW COM 675 16175
26614N102 26614N102 DUPONT DE NEMOURS INC COM 1214 15689
30231G102 30231G102 EXXON MOBIL CORP COM 6663 105630
374297109 374297109 GETTY RLTY CORP NEW COM 204 6536
617700109 617700109 MORNINGSTAR INC COM 228 887
191216100 191216100 COCA COLA CO COM 5905 109136
29250N105 29250N105 ENBRIDGE INC COM 1014 25320
879369106 879369106 TELEFLEX INCORPORATED COM 926 2304
31816Q101 31816Q101 FIREEYE INC COM 707 35000
209115104 209115104 CONSOLIDATED EDISON INC COM 664 9263
053588307 053588307 AVEO PHARMACEUTICALS INC COM NEW 272 41343
466313103 466313103 JABIL INC COM 3344 57540
084423102 084423102 BERKLEY W R CORP COM 203 2725
05329W102 05329W102 AUTONATION INC COM 407 4294
G5480U120 G5480U120 LIBERTY GLOBAL PLC SHS CL C 5273 195000
500754106 500754106 KRAFT HEINZ CO COM 1748 42864
67103H107 67103H107 OREILLY AUTOMOTIVE INC COM 2201 3887
539830109 539830109 LOCKHEED MARTIN CORP COM 1723 4556
17275R102 17275R102 CISCO SYS INC COM 19227 362771
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A 123322 418341
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 5699 85295
92918V109 92918V109 VROOM INC COM 895 21364
45168D104 45168D104 IDEXX LABS INC COM 21087 33390
219350105 219350105 CORNING INC COM 802 19603
032095101 032095101 AMPHENOL CORP NEW CL A 2867 41916
025537101 025537101 AMERICAN ELEC PWR CO INC COM 632 7470
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 83681 301097
592688105 592688105 METTLER TOLEDO INTERNATIONAL COM 5485 3959
464287226 464287226 ISHARES TR CORE US AGGBD ET 613 5313
46138B103 46138B103 INVESCO DB COMMDY INDX TRCK UNIT 269 14000
988498101 988498101 YUM BRANDS INC COM 1199 10421
89417E109 89417E109 TRAVELERS COMPANIES INC COM 2160 14428
464287804 464287804 ISHARES TR CORE S&P SCP ETF 3176 28113
68902V107 68902V107 OTIS WORLDWIDE CORP COM 2356 28799
81369Y100 81369Y100 SELECT SECTOR SPDR TR SBI MATERIALS 1523 18504
571903202 571903202 MARRIOTT INTL INC NEW CL A 594 4349
225447101 225447101 CREE INC COM 200 2039
58933Y105 58933Y105 MERCK & CO INC COM 9330 119979
438516106 438516106 HONEYWELL INTL INC COM 4647 21184
65341D102 65341D102 NEXPOINT RESIDENTIAL TR INC COM 275 5000
773903109 773903109 ROCKWELL AUTOMATION INC COM 432 1512
02079K305 02079K305 ALPHABET INC CAP STK CL A 108767 44544
882508104 882508104 TEXAS INSTRS INC COM 91100 473738
718172109 718172109 PHILIP MORRIS INTL INC COM 3591 36233
464288182 464288182 ISHARES TR MSCI AC ASIA ETF 5726 60590
23331A109 23331A109 D R HORTON INC COM 390 4319
15202L107 15202L107 CENTERSPACE COM 3883 49211
464288661 464288661 ISHARES TR 3 7 YR TREAS BD 374 2867
92204A405 92204A405 VANGUARD WORLD FDS FINANCIALS ETF 202 2237
19248A109 19248A109 COHEN & STEERS INFRASTRUCTUR COM 517 18036
384109104 384109104 GRACO INC COM 303 4002
83088V102 83088V102 SLACK TECHNOLOGIES INC COM CL A 663 14964
46137V597 46137V597 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 1467 7853
G01767105 G01767105 ALKERMES PLC SHS 259 10598
806857108 806857108 SCHLUMBERGER LTD COM STK 598 18691
835495102 835495102 SONOCO PRODS CO COM 4131 61743
G5960L103 G5960L103 MEDTRONIC PLC SHS 4397 35423
031162100 031162100 AMGEN INC COM 6817 27970
G7496G103 G7496G103 RENAISSANCERE HLDGS LTD COM 242 1628
29977A105 29977A105 EVERCORE INC CLASS A 227 1610
747525103 747525103 QUALCOMM INC COM 5442 38075
00206R102 00206R102 AT&T INC COM 1598 55542
695127100 695127100 PACIRA BIOSCIENCES INC COM 207 3409
171340102 171340102 CHURCH & DWIGHT INC COM 5737 67309
M22465104 M22465104 CHECK POINT SOFTWARE TECH LT ORD 5556 47844
620076307 620076307 MOTOROLA SOLUTIONS INC COM NEW 358 1651
464287168 464287168 ISHARES TR SELECT DIVID ETF 2473 21216
749685103 749685103 RPM INTL INC COM 4647 52407
580135101 580135101 MCDONALDS CORP COM 70522 305298
369550108 369550108 GENERAL DYNAMICS CORP COM 1646 8744
464287234 464287234 ISHARES TR MSCI EMG MKT ETF 3655 66269
81725T100 81725T100 SENSIENT TECHNOLOGIES CORP COM 346 4000
172967424 172967424 CITIGROUP INC COM NEW 780 11026
83417M104 83417M104 SOLAREDGE TECHNOLOGIES INC COM 931 3367
595017104 595017104 MICROCHIP TECHNOLOGY INC. COM 296 1976
88025U109 88025U109 10X GENOMICS INC CL A COM 2405 12282
95075A107 95075A107 WEREWOLF THERAPEUTICS INC COM 375 21500
92204A702 92204A702 VANGUARD WORLD FDS INF TECH ETF 2156 5408
46137V357 46137V357 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 407 2698
46005L101 46005L101 INTERNATIONAL MNY EXPRESS IN COM 390 26294
452327109 452327109 ILLUMINA INC COM 3638 7688
369604103 369604103 GENERAL ELECTRIC CO COM 2427 180333
96208T104 96208T104 WEX INC COM 307 1582
33829M101 33829M101 FIVE BELOW INC COM 245 1267
78464A359 78464A359 SPDR SER TR BLMBRG BRC CNVRT 412 4757
27828H105 27828H105 EATON VANCE LTD DURATION INC COM 281 21225
980745103 980745103 WOODWARD INC COM 354 2880
235851102 235851102 DANAHER CORPORATION COM 7542 28103
009158106 009158106 AIR PRODS & CHEMS INC COM 716 2487
911312106 911312106 UNITED PARCEL SERVICE INC CL B 8923 42905
14448C104 14448C104 CARRIER GLOBAL CORPORATION COM 2869 59030
00508Y102 00508Y102 ACUITY BRANDS INC COM 1097 5867
775109200 775109200 ROGERS COMMUNICATIONS INC CL B 319 6000
03076C106 03076C106 AMERIPRISE FINL INC COM 248 997
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 1714 12470
70450Y103 70450Y103 PAYPAL HLDGS INC COM 3073 10543
25434V708 25434V708 DIMENSIONAL ETF TRUST US CORE EQUITY 2 275 10182
101121101 101121101 BOSTON PROPERTIES INC COM 350 3058
053332102 053332102 AUTOZONE INC COM 98313 65884
22822V101 22822V101 CROWN CASTLE INTL CORP NEW COM 851 4364
98978V103 98978V103 ZOETIS INC CL A 3134 16821
437076102 437076102 HOME DEPOT INC COM 153687 481942
260003108 260003108 DOVER CORP COM 1635 10859
87612E106 87612E106 TARGET CORP COM 4741 19610
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 19602 72204
92206C409 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 202 2446
03027X100 03027X100 AMERICAN TOWER CORP NEW COM 124669 461500
98850P109 98850P109 YUM CHINA HLDGS INC COM 512 7717
922042874 922042874 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 520 7725
79466L302 79466L302 SALESFORCE COM INC COM 9994 40915
254687106 254687106 DISNEY WALT CO COM 81683 464711
72352L106 72352L106 PINTEREST INC CL A 821 10400
46429B663 46429B663 ISHARES TR CORE HIGH DV ETF 3280 33972
001055102 001055102 AFLAC INC COM 2688 50077
922908629 922908629 VANGUARD INDEX FDS MID CAP ETF 3874 16322
723787107 723787107 PIONEER NAT RES CO COM 527 3242
57636Q104 57636Q104 MASTERCARD INCORPORATED CL A 167662 459235
038336103 038336103 APTARGROUP INC COM 2946 20918
94106L109 94106L109 WASTE MGMT INC DEL COM 991 7076
969457100 969457100 WILLIAMS COS INC COM 64467 2428137
256677105 256677105 DOLLAR GEN CORP NEW COM 244 1128
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 1521 4294
48251W104 48251W104 KKR & CO INC COM 247 4181
09247X101 09247X101 BLACKROCK INC COM 96650 110461
427866108 427866108 HERSHEY CO COM 270 1555
852234103 852234103 SQUARE INC CL A 260 1066
82509L107 82509L107 SHOPIFY INC CL A 605 414
023608102 023608102 AMEREN CORP COM 288 3600
806407102 806407102 HENRY SCHEIN INC COM 256 3449
464287705 464287705 ISHARES TR S&P MC 400VL ETF 1449 13756
78467Y107 78467Y107 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 10275 20927
464287598 464287598 ISHARES TR RUS 1000 VAL ETF 2208 13919
20825C104 20825C104 CONOCOPHILLIPS COM 648 10636
458140100 458140100 INTEL CORP COM 12080 215169
45665G303 45665G303 INFINITY PHARMACEUTICALS INC COM 428 143138
92345Y106 92345Y106 VERISK ANALYTICS INC COM 447 2560
713448108 713448108 PEPSICO INC COM 21026 141907
75886F107 75886F107 REGENERON PHARMACEUTICALS COM 833 1491
98419M100 98419M100 XYLEM INC COM 210 1751
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 156142 389926
09260D107 09260D107 BLACKSTONE GROUP INC COM 162010 1667801
126408103 126408103 CSX CORP COM 455 14199
46434G103 46434G103 ISHARES INC CORE MSCI EMKT 1415 21127
65341B106 65341B106 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 764 10000
38141G104 38141G104 GOLDMAN SACHS GROUP INC COM 2347 6183
532457108 532457108 LILLY ELI & CO COM 12914 56266
25400W102 25400W102 DIGITAL TURBINE INC COM NEW 631 8293
464287465 464287465 ISHARES TR MSCI EAFE ETF 17697 224360
464287457 464287457 ISHARES TR 1 3 YR TREAS BD 294 3411
030420103 030420103 AMERICAN WTR WKS CO INC NEW COM 927 6014
02079K107 02079K107 ALPHABET INC CAP STK CL C 143409 57219
26875P101 26875P101 EOG RES INC COM 1419 16995
25746U109 25746U109 DOMINION ENERGY INC COM 1747 23742
02209S103 02209S103 ALTRIA GROUP INC COM 1099 23050
47233W109 47233W109 JEFFERIES FINL GROUP INC COM 747 21853
464285204 464285204 ISHARES GOLD TR ISHARES NEW 21946 651004
004816104 004816104 ACME UTD CORP COM 227 5100
78463V107 78463V107 SPDR GOLD TR GOLD SHS 17575 106105
03662Q105 03662Q105 ANSYS INC COM 61573 177413
743315103 743315103 PROGRESSIVE CORP COM 2295 23367
197236102 197236102 COLUMBIA BKG SYS INC COM 333 8647
060505104 060505104 BK OF AMERICA CORP COM 8668 210238
075887109 075887109 BECTON DICKINSON & CO COM 1528 6286
81762P102 81762P102 SERVICENOW INC COM 409 745
112585104 112585104 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 1960 38449
871829107 871829107 SYSCO CORP COM 2966 38147
98149E204 98149E204 WORLD GOLD TR SPDR GLD MINIS 1046 59401
166764100 166764100 CHEVRON CORP NEW COM 12219 116662
896945201 896945201 TRIPADVISOR INC COM 402 10000
09857L108 09857L108 BOOKING HOLDINGS INC COM 486 222
46137V738 46137V738 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 789 17782
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 7061 45616
717081103 717081103 PFIZER INC COM 11232 286832
31428X106 31428X106 FEDEX CORP COM 55385 185649
88262P102 88262P102 TEXAS PACIFIC LAND CORPORATI COM 451 282
G29183103 G29183103 EATON CORP PLC SHS 261 1761
949746101 949746101 WELLS FARGO CO NEW COM 2027 44772
244199105 244199105 DEERE & CO COM 974 2763
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 61061 142643
30212P303 30212P303 EXPEDIA GROUP INC COM NEW 461 2815
579780206 579780206 MCCORMICK & CO INC COM NON VTG 1266 14330
56035L104 56035L104 MAIN STR CAP CORP COM 205 5000
518439104 518439104 LAUDER ESTEE COS INC CL A 325 1024
464287622 464287622 ISHARES TR RUS 1000 ETF 12793 52847
20030N101 20030N101 COMCAST CORP NEW CL A 3559 62416
G51502105 G51502105 JOHNSON CTLS INTL PLC SHS 227 3305
46120E602 46120E602 INTUITIVE SURGICAL INC COM NEW 286 311
291011104 291011104 EMERSON ELEC CO COM 4824 50123
92189F791 92189F791 VANECK VECTORS ETF TR JR GOLD MINERS E 420 8975
37045V100 37045V100 GENERAL MTRS CO COM 341 5761
559080106 559080106 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 242 4956
97717W109 97717W109 WISDOMTREE TR US TOTAL DIVIDND 1120 9450
464287507 464287507 ISHARES TR CORE S&P MCP ETF 10223 38041
617446448 617446448 MORGAN STANLEY COM NEW 118071 1287715
28176E108 28176E108 EDWARDS LIFESCIENCES CORP COM 335 3236
038222105 038222105 APPLIED MATLS INC COM 8883 62381
464287440 464287440 ISHARES TR BARCLAYS 7 10 YR 276 2388
253868103 253868103 DIGITAL RLTY TR INC COM 444 2956
G8473T100 G8473T100 STERIS PLC SHS USD 1124 5447
478160104 478160104 JOHNSON & JOHNSON COM 50957 309323
18915M107 18915M107 CLOUDFLARE INC CL A COM 19039 179886
90184L102 90184L102 TWITTER INC COM 396 5754
58155Q103 58155Q103 MCKESSON CORP COM 5717 29893
556099109 556099109 MACROGENICS INC COM 471 17543
704326107 704326107 PAYCHEX INC COM 1167 10880
655663102 655663102 NORDSON CORP COM 549 2500
97717Y808 97717Y808 WISDOMTREE TR YIELD ENHANCED 454 8879
099724106 099724106 BORGWARNER INC COM 56006 1153818
90353T100 90353T100 UBER TECHNOLOGIES INC COM 905 18051
816851109 816851109 SEMPRA ENERGY COM 290 2187
136375102 136375102 CANADIAN NATL RY CO COM 457 4333
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 336 1935
483548103 483548103 KAMAN CORP COM 252 5000
464288802 464288802 ISHARES TR MSCI USA ESG SLC 1979 20712
12508E101 12508E101 CDK GLOBAL INC COM 356 7170
922908637 922908637 VANGUARD INDEX FDS LARGE CAP ETF 4257 21207
N6596X109 N6596X109 NXP SEMICONDUCTORS N V COM 2024 9838
45866F104 45866F104 INTERCONTINENTAL EXCHANGE IN COM 2162 18218
H1467J104 H1467J104 CHUBB LIMITED COM 69918 439907
281020107 281020107 EDISON INTL COM 223 3851
46432F842 46432F842 ISHARES TR CORE MSCI EAFE 1835 24514
97717W307 97717W307 WISDOMTREE TR US LARGECAP DIVD 54832 455721
036752103 036752103 ANTHEM INC COM 412 1080
92206C870 92206C870 VANGUARD SCOTTSDALE FDS INT-TERM CORP 405 4261
38173M102 38173M102 GOLUB CAP BDC INC COM 285 18452
81369Y704 81369Y704 SELECT SECTOR SPDR TR SBI INT-INDS 4550 44427
464287648 464287648 ISHARES TR RUS 2000 GRW ETF 399 1280
690732102 690732102 OWENS & MINOR INC NEW COM 333 7873
150870103 150870103 CELANESE CORP DEL COM 96754 638222
718546104 718546104 PHILLIPS 66 COM 1260 14690
25754A201 25754A201 DOMINOS PIZZA INC COM 8495 18210
156782104 156782104 CERNER CORP COM 416 5323
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Evercore Wealth Management, LLC on Holdings Channel

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