Mechanics Bank Trust Department Incresed Positions in Q4 2024

Mechanics Bank Trust Department

  • $739 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.82K
+ 3.03%
$180.88 - $232.93 $330K - $424K
62K $13.6M
V
Visa Inc.

Financial Services
1.01K
+ 3.08%
$273.87 - $320.91 $277K - $325K
33.9K $10.7M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
73.6K
+ 14.2%
$20.98 - $21.19 $1.54M - $1.56M
592K $12.5M
JPM
Jpmorgan Chase & CO

Financial Services
976
+ 2.5%
$205.18 - $250.29 $200K - $244K
40K $9.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
23.8K
+ 155.4%
$53.94 - $58.15 $1.28M - $1.38M
39.1K $2.2M
NVDA
Nvidia Corp

Technology
1.1K
+ 1.23%
$117.0 - $148.88 $129K - $164K
90.6K $12.2M
GOOG
Alphabet Inc.

Communication Services
3.25K
+ 11.15%
$163.08 - $198.16 $529K - $643K
32.4K $6.16M
AVGO
Broadcom Inc.

Technology
1.79K
+ 13.84%
$159.67 - $250.0 $285K - $446K
14.7K $3.4M
LLY
Eli Lilly & CO

Healthcare
1.55K
+ 39.56%
$727.2 - $932.06 $1.13M - $1.44M
5.47K $4.22M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.54K
+ 9.11%
$264.18 - $304.19 $407K - $468K
18.4K $5.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
960
+ 16.04%
$521.84 - $558.82 $501K - $536K
6.95K $3.74M
IYW
Ishares Dj Us Tech ETF

ETFs
56
+ 0.09%
$148.14 - $166.23 $8.3K - $9.31K
62.6K $9.98M
VTI
Vanguard Total Stock Market Et

ETFs
1.2K
+ 46.15%
$280.04 - $302.45 $336K - $363K
3.8K $1.1M
ACN
Accenture PLC

Technology
772
+ 114.37%
$343.9 - $376.86 $265K - $291K
1.45K $509K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.4K
+ 4.16%
$138.59 - $156.61 $194K - $219K
35.1K $5.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
800
+ 79.21%
$285.5 - $335.62 $228K - $268K
1.81K $524K
PGR
Progressive Corp

Financial Services
901
+ 79.17%
$239.6 - $268.88 $216K - $242K
2.04K $488K
MA
Mastercard Inc

Financial Services
44
+ 0.84%
$491.3 - $536.15 $21.6K - $23.6K
5.28K $2.78M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.5K
+ 55.15%
$118.0 - $127.04 $177K - $191K
4.22K $513K
INTU
Intuit Inc

Technology
272
+ 43.04%
$602.01 - $706.25 $164K - $192K
904 $568K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.62K
+ 6.13%
$60.24 - $63.08 $218K - $228K
62.7K $3.8M
DE
Deere & CO

Industrials
342
+ 23.85%
$389.45 - $466.0 $133K - $159K
1.78K $752K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
8K
+ 15.46%
$19.11 - $20.04 $153K - $160K
59.8K $1.15M
HSY
Hershey CO

Consumer Defensive
835
+ 44.77%
$168.67 - $193.65 $141K - $162K
2.7K $457K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.5K
+ 6.29%
$22.1 - $22.59 $99.5K - $102K
76K $1.69M
META
Meta Platforms, Inc.

Communication Services
76
+ 7.69%
$554.08 - $632.68 $42.1K - $48.1K
1.06K $627K
GSHD
Goosehead Insurance, Inc.

Financial Services
109
+ 4.46%
$87.63 - $129.69 $9.55K - $14.1K
2.55K $273K
ETN
Eaton Corp PLC

Industrials
115
+ 16.5%
$326.96 - $377.52 $37.6K - $43.4K
812 $269K
TMO
Thermo Fisher Scientific Inc.

Healthcare
477
+ 21.85%
$501.29 - $612.85 $239K - $292K
2.66K $1.38M
CBRE
Cbre Group, Inc.

Real Estate
27
+ 0.63%
$119.22 - $140.71 $3.22K - $3.8K
4.28K $562K
MORN
Morningstar, Inc.

Financial Services
5
+ 0.48%
$312.56 - $358.78 $1.56K - $1.79K
1.05K $354K
SFBS
Servis First Bancshares, Inc.

Financial Services
88
+ 3.14%
$77.34 - $99.0 $6.81K - $8.71K
2.89K $244K
FICO
Fair Isaac Corp

Technology
6
+ 5.66%
$1911.01 - $2382.4 $11.5K - $14.3K
112 $222K
RSG
Republic Services, Inc.

Industrials
37
+ 0.15%
$198.0 - $218.75 $7.33K - $8.09K
25K $5.04M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.13K
+ 10.01%
$74.68 - $81.45 $84.4K - $92K
12.4K $928K
PANW
Palo Alto Networks Inc

Technology
3.7K
+ 88.56%
$181.96 - $405.9 $673K - $1.5M
7.88K $1.43M
Ishares Tr
2.5K
+ 8.2%
N/A
33K $0
INDA
Ishares Msci India Index Fund

ETFs
5.65K
+ 11.19%
$52.64 - $58.16 $297K - $328K
56.1K $2.95M
GD
General Dynamics Corp

Industrials
79
+ 11.25%
$260.28 - $314.03 $20.6K - $24.8K
781 $205K
SYK
Stryker Corp

Healthcare
3
+ 0.04%
$345.14 - $392.15 $1.04K - $1.18K
7.57K $2.72M
GE
General Electric CO

Industrials
200
+ 7.41%
$159.95 - $194.23 $32K - $38.8K
2.9K $483K
XLRE
Select Sector Spdr Tr Real Est

ETFs
377
+ 3.41%
$40.06 - $45.21 $15.1K - $17K
11.4K $465K
CAT
Caterpillar Inc

Industrials
81
+ 3.53%
$360.37 - $416.88 $29.2K - $33.8K
2.37K $860K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.03%
$113.92 - $127.38 $1.03K - $1.15K
25.9K $2.99M
KMB
Kimberly Clark Corp

Consumer Defensive
78
+ 1.41%
$130.37 - $146.09 $10.2K - $11.4K
5.63K $737K
WM
Waste Management Inc

Industrials
30
+ 0.26%
$201.79 - $228.46 $6.05K - $6.85K
11.4K $2.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
985
+ 2.74%
$96.64 - $101.23 $95.2K - $99.7K
36.9K $3.58M
XLB
Select Sector Spdr Fd Material

ETFs
1K
+ 8.35%
$83.8 - $97.58 $84.1K - $97.9K
13K $1.09M
YUM
Yum Brands Inc

Consumer Cyclical
20
+ 0.14%
$130.36 - $139.54 $2.61K - $2.79K
13.8K $1.86M
Activity Summary
Buys All Purchases 84 New Holdings 23 Increased Positions 61 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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