Mechanics Bank Trust Department Incresed Positions in Q1 2025

Mechanics Bank Trust Department

  • $719 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.27K
+ 7.12%
$442.66 - $534.52 $562K - $679K
19.1K $10M
CVX
Chevron Corp

Energy
582
+ 0.93%
$146.71 - $167.97 $85.4K - $97.8K
63.3K $10.6M
XOM
Exxon Mobil Corp

Energy
2.78K
+ 3.06%
$105.44 - $118.93 $293K - $331K
93.6K $11.1M
JNJ
Johnson & Johnson

Healthcare
56
+ 0.1%
$142.06 - $167.7 $7.96K - $9.39K
54.7K $9.07M
LOW
Lowes Companies Inc

Consumer Cyclical
5.02K
+ 51.92%
$222.66 - $268.42 $1.12M - $1.35M
14.7K $3.42M
META
Meta Platforms, Inc.

Communication Services
1.45K
+ 136.56%
$576.36 - $736.67 $837K - $1.07M
2.52K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.63K
+ 20.68%
$95.85 - $99.25 $732K - $758K
44.5K $4.4M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
32.8K
+ 43.09%
$22.11 - $22.43 $724K - $735K
109K $2.44M
SYK
Stryker Corp

Healthcare
1.69K
+ 22.35%
$355.18 - $399.9 $601K - $676K
9.26K $3.45M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.8K
+ 26.01%
$247.97 - $296.33 $1.19M - $1.42M
23.2K $5.88M
MCK
Mckesson Corp

Healthcare
295
+ 7.81%
$566.21 - $672.99 $167K - $199K
4.07K $2.74M
WMT
Walmart Inc.

Consumer Defensive
9.04K
+ 10.92%
$84.5 - $105.05 $764K - $950K
91.9K $8.06M
ABBV
Abb Vie Inc.

Healthcare
971
+ 8.55%
$169.2 - $216.66 $164K - $210K
12.3K $2.58M
GILD
Gilead Sciences, Inc.

Healthcare
3.5K
+ 51.78%
$89.14 - $117.41 $312K - $411K
10.3K $1.15M
CSCO
Cisco Systems, Inc.

Technology
5.31K
+ 8.64%
$58.74 - $64.87 $312K - $344K
66.8K $4.12M
IBM
International Business Machines Corp

Technology
1.24K
+ 54.2%
$217.4 - $264.74 $270K - $328K
3.53K $877K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.02K
+ 0.67%
$105.1 - $109.61 $108K - $112K
154K $16.7M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.49K
+ 36.17%
$73.11 - $77.43 $328K - $348K
16.9K $1.28M
DVY
Ishares Tr

ETFs
2.09K
+ 5.0%
$128.58 - $138.1 $268K - $288K
43.8K $5.81M
RTX
Raytheon Technologies Corp

Industrials
1.23K
+ 12.24%
$114.1 - $135.66 $141K - $167K
11.3K $1.5M
PEP
Pepsico Inc

Consumer Defensive
2.41K
+ 8.31%
$142.64 - $156.42 $343K - $376K
31.3K $4.7M
GE
General Electric CO

Industrials
1K
+ 34.49%
$168.59 - $212.13 $169K - $212K
3.9K $780K
HD
Home Depot, Inc.

Consumer Cyclical
1.94K
+ 10.09%
$347.25 - $424.87 $675K - $826K
21.2K $7.77M
XLU
Utilities Sector Spdr

ETFs
2.78K
+ 10.88%
$74.7 - $80.27 $208K - $223K
28.4K $2.21M
BAC
Bank Of America Corp

Financial Services
6.85K
+ 22.18%
$39.61 - $47.74 $271K - $327K
37.8K $1.58M
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
+ 46.38%
$112.81 - $126.16 $196K - $220K
5.49K $668K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.56K
+ 12.98%
$63.07 - $73.5 $98.3K - $115K
13.6K $962K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.29K
+ 18.68%
$51.45 - $58.51 $375K - $427K
46.3K $2.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.97K
+ 31.9%
$56.12 - $68.15 $111K - $134K
8.16K $553K
VIG
Vanguard Dividend Appreciation

ETFs
640
+ 17.43%
N/A
4.31K $785K
UPS
United Parcel Service Inc

Industrials
2.55K
+ 24.93%
$109.66 - $136.26 $279K - $347K
12.8K $1.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.66K
+ 1.81%
$28.92 - $29.24 $76.8K - $77.7K
149K $4.36M
INDA
Ishares Msci India Index Fund

ETFs
3.58K
+ 6.38%
$47.8 - $53.4 $171K - $191K
59.7K $3.06M
AMT
American Tower Corp

Real Estate
6
+ 0.23%
$173.46 - $217.6 $1.04K - $1.31K
2.61K $567K
MRK
Merck & Co., Inc.

Healthcare
4.52K
+ 13.96%
$83.01 - $101.02 $375K - $456K
36.9K $3.31M
MS
Morgan Stanley

Financial Services
1.12K
+ 24.43%
$111.68 - $141.08 $125K - $158K
5.7K $665K
KMB
Kimberly Clark Corp

Consumer Defensive
68
+ 1.21%
$124.46 - $147.4 $8.46K - $10K
5.69K $809K
TXN
Texas Instruments Inc

Technology
300
+ 6.15%
N/A
5.18K $1.01M
ADI
Analog Devices Inc

Technology
209
+ 18.9%
$201.56 - $243.82 $42.1K - $51K
1.32K $265K
TIP
Ishares Tr Tips Bd ETF

ETFs
200
+ 9.64%
$106.22 - $111.09 $21.2K - $22.2K
2.28K $251K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
138
+ 0.86%
$42.5 - $46.71 $5.87K - $6.45K
16.2K $731K
NEE
Nextera Energy Inc

Utilities
292
+ 2.89%
$66.96 - $76.16 $19.6K - $22.2K
10.4K $735K
UYLD
Angel Oak Fds Tr Ultrashort In
648
+ 1.09%
N/A
60.1K $0
Linde PLC
619
+ 35.62%
N/A
2.36K $0
J P Morgan Exchange Traded F
4.01K
+ 43.3%
N/A
13.3K $0
Ge Vernova Inc
290
+ 23.75%
N/A
1.51K $0
Victory Portfolios Ii
36.7K
+ 181.42%
N/A
56.9K $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
10.1K
+ 1.7%
$20.7 - $21.15 $209K - $214K
602K $12.5M
ETN
Eaton Corp PLC

Industrials
119
+ 14.66%
$271.83 - $371.23 $32.3K - $44.2K
931 $253K
Activity Summary
Buys All Purchases 71 New Holdings 12 Increased Positions 59 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mechanics Bank Trust Department Portfolio

Follow Mechanics Bank Trust Department and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mechanics Bank Trust Department, based on Form 13F filings with the SEC.

News

Stay updated on Mechanics Bank Trust Department with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email