Mechanics Bank Trust Department Reduced Holdings in Q1 2025

Mechanics Bank Trust Department

  • $719 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.29K
- 1.89%
$209.68 - $247.1 $900K - $1.06M
223K $49.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.29K
- 4.24%
$551.42 - $612.93 $1.81M - $2.02M
74.2K $41.5M
NVDA
Nvidia Corp

Technology
-1.4K
- 1.54%
$106.98 - $149.43 $149K - $209K
89.2K $9.67M
ORCL
Oracle Corp

Technology
-1.9K
- 2.53%
$139.81 - $186.47 $266K - $355K
73.2K $10.2M
VUG
Vanguard Growth ETF

ETFs
-2.15K
- 5.83%
$369.1 - $427.61 $795K - $921K
34.8K $12.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
-10.2K
- 8.88%
$114.9 - $139.6 $1.17M - $1.42M
104K $12.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.65K
- 5.55%
$468.34 - $539.52 $770K - $888K
28K $13.1M
IYW
Ishares Dj Us Tech ETF

ETFs
-518
- 0.83%
$140.44 - $166.79 $72.7K - $86.4K
62.1K $8.73M
GOOG
Alphabet Inc.

Communication Services
-181
- 0.56%
$156.06 - $207.71 $28.2K - $37.6K
32.2K $5.03M
XLK
Technology Sector Spdr

ETFs
-1.62K
- 5.4%
$206.38 - $242.18 $334K - $392K
28.4K $5.86M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-599
- 3.66%
$522.96 - $601.18 $313K - $360K
15.8K $8.42M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.62K
- 3.11%
$81.62 - $96.63 $214K - $253K
81.5K $6.78M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-494
- 2.08%
$254.58 - $302.92 $126K - $150K
23.2K $5.98M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-877
- 9.14%
$360.07 - $417.26 $316K - $366K
8.72K $3.14M
TGT
Target Corp

Consumer Defensive
-2.22K
- 14.64%
$103.65 - $142.5 $230K - $316K
12.9K $1.35M
ADBE
Adobe Inc.

Technology
-1.15K
- 29.65%
$377.84 - $464.11 $433K - $532K
2.72K $1.04M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.07K
- 3.7%
$408.78 - $448.82 $436K - $479K
27.8K $11.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.09K
- 1.51%
$56.17 - $59.71 $286K - $304K
332K $18.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.12K
- 11.24%
$85.29 - $92.57 $692K - $752K
64.1K $5.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.01K
- 7.77%
$102.49 - $119.96 $206K - $241K
23.9K $2.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-540
- 7.78%
$507.05 - $563.67 $274K - $304K
6.41K $3.27M
VTI
Vanguard Total Stock Market Et

ETFs
-1.4K
- 36.84%
$271.18 - $303.12 $380K - $424K
2.4K $656K
HON
Honeywell International Inc

Industrials
-577
- 2.92%
$202.75 - $226.52 $117K - $131K
19.2K $4.06M
XLY
Select Sector Spdr Consumer Di

ETFs
-400
- 4.01%
$192.6 - $233.2 $77K - $93.3K
9.58K $1.89M
GS
Goldman Sachs Group Inc

Financial Services
-368
- 7.47%
$524.81 - $672.19 $193K - $247K
4.56K $2.49M
COST
Costco Wholesale Corp

Consumer Defensive
-904
- 4.61%
$890.62 - $1076.86 $805K - $973K
18.7K $17.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.74K
- 7.06%
$126.11 - $135.06 $219K - $235K
22.9K $2.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.43K
- 4.28%
$57.21 - $65.8 $81.5K - $93.8K
31.8K $1.85M
ZTS
Zoetis Inc.

Healthcare
-1.4K
- 11.96%
$156.48 - $175.67 $219K - $246K
10.3K $1.69M
ITW
Illinois Tool Works Inc

Industrials
-758
- 19.36%
$244.9 - $274.48 $186K - $208K
3.16K $782K
PANW
Palo Alto Networks Inc

Technology
-668
- 8.48%
$167.82 - $208.28 $112K - $139K
7.21K $1.23M
EMR
Emerson Electric CO

Industrials
-250
- 2.02%
$108.64 - $131.17 $27.2K - $32.8K
12.1K $1.33M
NKE
Nike, Inc.

Consumer Cyclical
-1.1K
- 10.58%
$63.29 - $81.72 $69.3K - $89.5K
9.25K $587K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-4.96K
- 2.39%
$36.63 - $37.45 $182K - $186K
203K $7.46M
SRE
Sempra Energy

Utilities
-450
- 5.0%
$67.85 - $87.67 $30.5K - $39.5K
8.55K $610K
HSY
Hershey CO

Consumer Defensive
-1.03K
- 37.96%
$144.74 - $186.36 $148K - $191K
1.68K $286K
APH
Amphenol Corp

Technology
-1.05K
- 4.33%
$61.62 - $78.55 $64.5K - $82.2K
23.1K $1.52M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-1.38K
- 5.31%
$55.97 - $64.13 $77.1K - $88.3K
24.6K $1.38M
MA
Mastercard Inc

Financial Services
-454
- 8.6%
$504.67 - $576.31 $229K - $262K
4.82K $2.64M
AVB
Avalonbay Communities Inc

Real Estate
-170
- 0.94%
$207.86 - $228.08 $35.3K - $38.8K
17.9K $3.84M
IWM
Ishares Russell 2000 ETF

ETFs
-100
- 1.98%
$198.1 - $229.79 $19.8K - $23K
4.94K $990K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-125
- 4.7%
$497.6 - $606.74 $62.2K - $75.8K
2.54K $1.26M
CLX
Clorox CO

Consumer Defensive
-408
- 10.6%
$141.76 - $162.89 $57.8K - $66.5K
3.44K $506K
CAT
Caterpillar Inc

Industrials
-123
- 5.18%
$326.75 - $407.63 $40.2K - $50.1K
2.25K $742K
CBRE
Cbre Group, Inc.

Real Estate
-838
- 19.57%
$121.79 - $147.13 $102K - $123K
3.44K $450K
XLI
Industrial Sector Spdr

ETFs
-433
- 1.47%
$128.78 - $141.67 $55.8K - $61.3K
29K $3.77M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-620
- 14.69%
$113.22 - $126.36 $70.2K - $78.3K
3.6K $410K
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 1.16%
$554.06 - $615.85 $16.6K - $18.5K
2.56K $1.43M
PG
Procter & Gamble CO

Consumer Defensive
-1.42K
- 2.57%
$158.56 - $176.26 $225K - $250K
53.8K $9.17M
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
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