Mechanics Bank Trust Department Diversified Active

CIK: 0001439743 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 11, 2023

Total Value ($000): $594,349 (100.0% shares, 0.0% debt)

Holdings (171)

SPY SPDR S&P 500 ETF TR 6.4%
Value ($000) $38,188 Shares 93,281 Est. Cost $227.23 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $27,500 Shares 166,767 Est. Cost $84.93 Unrealized +71.3%
MSFT MICROSOFT CORP 4.0%
Value ($000) $23,650 Shares 82,034 Est. Cost $38.43 Unrealized +549.1%
LQD ISHARES TR 3.7%
Value ($000) $22,148 Shares 202,060 Est. Cost $126.01 Unrealized
GOOGL ALPHABET INC 2.4%
Value ($000) $14,275 Shares 137,614 Est. Cost $106.46 Unrealized -10.6%
VUG VANGUARD INDEX FDS 2.2%
Value ($000) $12,848 Shares 51,508 Est. Cost $112.29 Unrealized
QQQ INVESCO QQQ TR 2.1%
Value ($000) $12,541 Shares 39,076 Est. Cost $230.45 Unrealized
CVX CHEVRON CORP NEW 1.9%
Value ($000) $11,416 Shares 69,967 Est. Cost $75.84 Unrealized +95.7%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $11,095 Shares 71,580 Est. Cost $64.54 Unrealized +129.1%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $11,087 Shares 22,314 Est. Cost $102.10 Unrealized +361.6%
MCD MCDONALDS CORP 1.8%
Value ($000) $10,847 Shares 38,794 Est. Cost $77.99 Unrealized +221.2%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $10,608 Shares 96,732 Est. Cost $53.43 Unrealized +87.5%
ABT ABBOTT LABS 1.7%
Value ($000) $10,368 Shares 102,388 Est. Cost $33.48 Unrealized +198.7%
USHY ISHARES TR 1.7%
Value ($000) $10,234 Shares 287,868 Est. Cost $41.22 Unrealized
ORCL ORACLE CORP 1.6%
Value ($000) $9,570 Shares 102,996 Est. Cost $28.93 Unrealized +193.1%
DIA SPDR DOW JONES INDL AVERAGE 1.5%
Value ($000) $9,132 Shares 27,456 Est. Cost $187.11 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.5%
Value ($000) $9,056 Shares 19,756 Est. Cost $289.52 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $8,812 Shares 161,398 Est. Cost $53.86 Unrealized
IWP ISHARES TR 1.5%
Value ($000) $8,775 Shares 96,374 Est. Cost $101.46 Unrealized
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $8,692 Shares 58,455 Est. Cost $70.86 Unrealized +88.0%
IYW ISHARES TR 1.4%
Value ($000) $8,207 Shares 88,431 Est. Cost $94.87 Unrealized
V VISA INC 1.4%
Value ($000) $8,059 Shares 35,745 Est. Cost $86.45 Unrealized +152.0%
TLT ISHARES TR 1.3%
Value ($000) $7,835 Shares 73,657 Est. Cost $101.39 Unrealized
GTO INVESCO ACTIVELY MANAGED ETF 1.2%
Value ($000) $7,236 Shares 153,295 Est. Cost $50.97 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $7,065 Shares 68,402 Est. Cost $122.22 Unrealized -21.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $6,851 Shares 22,189 Est. Cost $134.70 Unrealized +128.8%
AGG ISHARES TR 1.1%
Value ($000) $6,398 Shares 64,208 Est. Cost $113.16 Unrealized
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $6,279 Shares 41,579 Est. Cost $79.54 Unrealized
IWO ISHARES TR 1.0%
Value ($000) $6,154 Shares 27,130 Est. Cost $161.71 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $5,984 Shares 86,341 Est. Cost $28.80 Unrealized +113.5%
PFE PFIZER INC 1.0%
Value ($000) $5,955 Shares 145,962 Est. Cost $16.47 Unrealized +121.9%
HD HOME DEPOT INC 1.0%
Value ($000) $5,869 Shares 19,888 Est. Cost $102.83 Unrealized +176.8%
IJK ISHARES TR 1.0%
Value ($000) $5,866 Shares 82,026 Est. Cost $98.94 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value ($000) $5,316 Shares 23,878 Est. Cost $85.44 Unrealized +147.5%
DVY ISHARES TR 0.9%
Value ($000) $5,212 Shares 44,481 Est. Cost $90.98 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $5,116 Shares 28,063 Est. Cost $62.37 Unrealized +154.5%
KO COCA COLA CO 0.9%
Value ($000) $5,073 Shares 81,783 Est. Cost $35.64 Unrealized +55.4%
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $5,030 Shares 156,459 Est. Cost $22.01 Unrealized
USMV ISHARES TR 0.8%
Value ($000) $4,984 Shares 68,514 Est. Cost $64.20 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $4,844 Shares 37,174 Est. Cost $57.72 Unrealized +122.1%
SPTS SPDR SER TR 0.8%
Value ($000) $4,804 Shares 164,343 Est. Cost $29.07 Unrealized
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $4,679 Shares 46,246 Est. Cost $58.55 Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $4,447 Shares 23,270 Est. Cost $64.04 Unrealized +175.8%
WMT WALMART INC 0.7%
Value ($000) $4,216 Shares 28,593 Est. Cost $22.92 Unrealized +99.8%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $4,033 Shares 14,521 Est. Cost $20.35 Unrealized +6.3%
BKLN INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $4,024 Shares 193,472 Est. Cost $20.76 Unrealized
ROST ROSS STORES INC 0.7%
Value ($000) $3,988 Shares 37,579 Est. Cost $42.95 Unrealized +153.3%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $3,985 Shares 8,433 Est. Cost $252.73 Unrealized +80.9%
IWF ISHARES TR 0.7%
Value ($000) $3,880 Shares 15,879 Est. Cost $108.96 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,846 Shares 29,711 Est. Cost $77.78 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $3,767 Shares 72,057 Est. Cost $26.24 Unrealized +70.9%
SDY SPDR SER TR 0.6%
Value ($000) $3,702 Shares 29,925 Est. Cost $86.22 Unrealized
MO ALTRIA GROUP INC 0.6%
Value ($000) $3,611 Shares 80,937 Est. Cost $16.29 Unrealized +122.7%
ENB ENBRIDGE INC 0.6%
Value ($000) $3,608 Shares 94,575 Est. Cost $25.12 Unrealized +29.1%
RSG REPUBLIC SVCS INC 0.6%
Value ($000) $3,491 Shares 25,817 Est. Cost $33.34 Unrealized +269.2%
TIP ISHARES TR 0.6%
Value ($000) $3,270 Shares 29,656 Est. Cost $114.42 Unrealized
BLACKROCK INC 0.5%
Value ($000) $3,086 Shares 4,612 Est. Cost $651.59 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $3,038 Shares 31,236 Est. Cost $49.30 Unrealized +76.4%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $2,999 Shares 18,007 Est. Cost $96.89 Unrealized +64.4%
MRK MERCK & CO INC 0.5%
Value ($000) $2,878 Shares 27,050 Est. Cost $32.02 Unrealized +208.2%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,851 Shares 14,698 Est. Cost $86.01 Unrealized +83.9%
GOOG ALPHABET INC 0.5%
Value ($000) $2,778 Shares 26,715 Est. Cost $106.65 Unrealized -10.1%
TGT TARGET CORP 0.4%
Value ($000) $2,635 Shares 15,910 Est. Cost $146.67 Unrealized +1.3%
PAYX PAYCHEX INC 0.4%
Value ($000) $2,622 Shares 22,885 Est. Cost $34.01 Unrealized +206.7%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $2,559 Shares 24,252 Est. Cost $73.04 Unrealized
YUM YUM BRANDS INC 0.4%
Value ($000) $2,425 Shares 18,362 Est. Cost $43.98 Unrealized +176.8%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,409 Shares 11,790 Est. Cost $179.97 Unrealized +5.3%
ZTS ZOETIS INC 0.4%
Value ($000) $2,280 Shares 13,696 Est. Cost $153.01 Unrealized +3.9%
SO SOUTHERN CO 0.4%
Value ($000) $2,219 Shares 31,890 Est. Cost $29.80 Unrealized +103.6%
DHR DANAHER CORPORATION 0.4%
Value ($000) $2,202 Shares 8,738 Est. Cost $115.70 Unrealized +93.7%
IJR ISHARES TR 0.4%
Value ($000) $2,131 Shares 22,036 Est. Cost $89.93 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $2,123 Shares 10,549 Est. Cost $128.28 Unrealized +47.6%
LOW LOWES COS INC 0.4%
Value ($000) $2,109 Shares 10,547 Est. Cost $125.06 Unrealized +53.7%
FDLO FIDELITY COVINGTON TRUST 0.4%
Value ($000) $2,101 Shares 44,259 Est. Cost $47.49 Unrealized
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,099 Shares 14,036 Est. Cost $99.70 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $2,088 Shares 23,966 Est. Cost $42.54 Unrealized +94.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,071 Shares 53,251 Est. Cost $29.32 Unrealized +11.5%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,054 Shares 12,589 Est. Cost $30.91 Unrealized +373.5%
NKE NIKE INC 0.3%
Value ($000) $2,038 Shares 16,620 Est. Cost $91.46 Unrealized +27.6%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,995 Shares 20,680 Est. Cost $44.03 Unrealized +100.3%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,905 Shares 28,139 Est. Cost $51.04 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,804 Shares 55,230 Est. Cost $28.67 Unrealized -4.0%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,743 Shares 5,330 Est. Cost $251.18 Unrealized +28.9%
FCOM FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,715 Shares 46,858 Est. Cost $36.04 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $1,693 Shares 4,931 Est. Cost $84.29 Unrealized +291.4%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,655 Shares 22,277 Est. Cost $44.43 Unrealized +69.2%
ABBV ABBVIE INC 0.3%
Value ($000) $1,624 Shares 10,191 Est. Cost $44.57 Unrealized +209.9%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,530 Shares 20,484 Est. Cost $53.14 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1,466 Shares 3,805 Est. Cost $528.86 Unrealized -32.8%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $1,426 Shares 6,588 Est. Cost $199.02 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,396 Shares 5,734 Est. Cost $161.95 Unrealized +34.4%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,383 Shares 3,805 Est. Cost $251.72 Unrealized +42.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,373 Shares 13,716 Est. Cost $106.12 Unrealized -7.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,324 Shares 13,348 Est. Cost $43.21 Unrealized +130.2%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,312 Shares 16,260 Est. Cost $53.96 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,305 Shares 5,400 Est. Cost $146.77 Unrealized +52.6%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,286 Shares 7,021 Est. Cost $135.31 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,278 Shares 7,636 Est. Cost $56.90 Unrealized +172.3%
EFG ISHARES TR 0.2%
Value ($000) $1,244 Shares 13,278 Est. Cost $102.05 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,236 Shares 43,231 Est. Cost $24.12 Unrealized +26.7%
MCK MCKESSON CORP 0.2%
Value ($000) $1,210 Shares 3,399 Est. Cost $167.30 Unrealized +112.9%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,210 Shares 29,948 Est. Cost $39.97 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,195 Shares 2,588 Est. Cost $65.53 Unrealized +574.5%
T AT&T INC 0.2%
Value ($000) $1,172 Shares 60,866 Est. Cost $12.72 Unrealized +28.6%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,153 Shares 13,918 Est. Cost $59.19 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,125 Shares 3,257 Est. Cost $24.16 Unrealized +37.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,055 Shares 10,136 Est. Cost $79.70 Unrealized +21.8%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1,052 Shares 12,872 Est. Cost $31.66 Unrealized +21.5%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,047 Shares 18,724 Est. Cost $35.00 Unrealized +44.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,031 Shares 1,789 Est. Cost $360.92 Unrealized +54.8%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $976 Shares 25,735 Est. Cost $34.55 Unrealized +0.2%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $909 Shares 14,922 Est. Cost $59.96 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $901 Shares 3,603 Est. Cost $164.58 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $871 Shares 8,893 Est. Cost $56.10 Unrealized +64.5%
IDV ISHARES TR 0.1%
Value ($000) $859 Shares 31,251 Est. Cost $31.53 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $818 Shares 3,321 Est. Cost $224.78 Unrealized +7.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $818 Shares 4,400 Est. Cost $35.46 Unrealized +355.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $786 Shares 9,745 Est. Cost $61.49 Unrealized +21.2%
SRE SEMPRA 0.1%
Value ($000) $763 Shares 5,045 Est. Cost $50.28 Unrealized +38.7%
BAX BAXTER INTL INC 0.1%
Value ($000) $748 Shares 18,441 Est. Cost $32.45 Unrealized +21.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $733 Shares 5,460 Est. Cost $110.06 Unrealized +5.6%
IWM ISHARES TR 0.1%
Value ($000) $731 Shares 4,100 Est. Cost $124.95 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $716 Shares 1,350 Est. Cost $581.60 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $684 Shares 4,323 Est. Cost $67.36 Unrealized +102.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $677 Shares 8,788 Est. Cost $65.34 Unrealized +8.1%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $660 Shares 10,650 Est. Cost $61.95 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $628 Shares 8,266 Est. Cost $189.31 Unrealized -59.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $610 Shares 2,667 Est. Cost $101.61 Unrealized +126.9%
IBB ISHARES TR 0.1%
Value ($000) $588 Shares 4,550 Est. Cost $166.80 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $567 Shares 1,380 Est. Cost $264.73 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $551 Shares 800 Est. Cost $270.64 Unrealized +129.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $545 Shares 6,567 Est. Cost $52.03 Unrealized +43.6%
CBRE CBRE GROUP INC 0.1%
Value ($000) $531 Shares 7,291 Est. Cost $86.46 Unrealized -5.5%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $531 Shares 2,600 Est. Cost $125.68 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $511 Shares 2,000 Est. Cost $190.77 Unrealized +44.8%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $468 Shares 8,780 Est. Cost $31.05 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $436 Shares 1,712 Est. Cost $83.10 Unrealized +161.3%
MOO VANECK ETF TRUST 0.1%
Value ($000) $426 Shares 4,903 Est. Cost $49.96 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $413 Shares 1,368 Est. Cost $97.16 Unrealized +168.2%
SHY ISHARES TR 0.1%
Value ($000) $412 Shares 5,017 Est. Cost $85.00 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $404 Shares 1,137 Est. Cost $322.30 Unrealized 0.0%
BOND PIMCO ETF TR 0.1%
Value ($000) $402 Shares 4,337 Est. Cost $107.67 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $379 Shares 2,300 Est. Cost $109.05 Unrealized +46.7%
SUSA ISHARES TR 0.1%
Value ($000) $367 Shares 4,180 Est. Cost $103.71 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $352 Shares 9,409 Est. Cost $32.98 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $336 Shares 3,268 Est. Cost $109.55 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $331 Shares 1,930 Est. Cost $93.55 Unrealized +83.9%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $329 Shares 2,377 Est. Cost $78.89 Unrealized +81.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $325 Shares 1,106 Est. Cost $270.53 Unrealized 0.0%
PAVE GLOBAL X FDS 0.1%
Value ($000) $317 Shares 11,175 Est. Cost $28.35 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $304 Shares 1,060 Est. Cost $232.57 Unrealized +16.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $292 Shares 7,800 Est. Cost $34.23 Unrealized +18.2%
MMM 3M CO 0.0%
Value ($000) $275 Shares 2,615 Est. Cost $94.45 Unrealized -10.1%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $272 Shares 5,632 Est. Cost $74.93 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $268 Shares 940 Est. Cost $203.02 Unrealized +27.0%
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $267 Shares 1,920 Est. Cost $120.60 Unrealized +10.6%
DE DEERE & CO 0.0%
Value ($000) $256 Shares 620 Est. Cost $326.53 Unrealized +21.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $243 Shares 1,080 Est. Cost $232.48 Unrealized -4.1%
ICLN ISHARES TR 0.0%
Value ($000) $234 Shares 11,805 Est. Cost $19.05 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $229 Shares 5,495 Est. Cost $59.11 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $224 Shares 1,550 Est. Cost $141.25 Unrealized
INTU INTUIT 0.0%
Value ($000) $223 Shares 500 Est. Cost $403.22 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $218 Shares 3,120 Est. Cost $58.01 Unrealized +5.4%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $214 Shares 2,233 Est. Cost $65.91 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $206 Shares 2,150 Est. Cost $81.67 Unrealized +3.8%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $204 Shares 2,459 Est. Cost $80.20 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $203 Shares 710 Est. Cost $261.35 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $203 Shares 3,524 Est. Cost $56.95 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $183 Shares 16,350 Est. Cost $10.30 Unrealized +18.0%
PIMCO CALIF MUN INCOME FD 0.0%
Value ($000) $102 Shares 10,100 Est. Cost $17.13 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $52 Shares 10,800 Est. Cost $10.00 Unrealized