Washington Trust Advisors, Inc. Top Holdings and 13F Report (2025)

About Washington Trust Advisors, Inc.

Investment Activity

Washington Trust Advisors, Inc. has $1.13 billion in total holdings as of March 31, 2025.
Washington Trust Advisors, Inc. owns shares of 642 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 1.39% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Washington Trust Advisors, Inc. has purchased 664 new stocks and bought additional shares in 130 stocks.
Washington Trust Advisors, Inc. sold shares of 187 stocks and completely divested from 54 stocks this quarter.

Largest Holdings

Apple: $67,448,726
Visa: $50,641,113
Quanta Services: $47,844,624
Meta Platforms: $45,125,290
Palo Alto Networks: $42,733,376

Largest New Holdings this Quarter

46436E866 - iShares iBonds Dec 2025 Term Treasury ETF: $837,628 Holding
46436E858 - iShares iBonds Dec 2026 Term Treasury ETF: $511,791 Holding
78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $266,109 Holding
743315103 - Progressive: $169,523 Holding
50212V100 - LPL Financial: $60,646 Holding

Largest Purchases this Quarter

Microsoft: 20,730 shares (about $7.78M)
Alexandria Real Estate Equities: 10,565 shares (about $977.37K)
iShares iBonds Dec 2025 Term Treasury ETF: 35,842 shares (about $837.63K)
Vanguard Tax-Exempt Bond ETF: 11,004 shares (about $546.02K)
iShares iBonds Dec 2026 Term Treasury ETF: 22,310 shares (about $511.79K)

Largest Sales this Quarter

United Parcel Service: 76,141 shares (about $8.37M)
Berkshire Hathaway: 4,779 shares (about $2.55M)
Meta Platforms: 3,399 shares (about $1.96M)
Apple: 7,573 shares (about $1.68M)
Thermo Fisher Scientific: 1,721 shares (about $856.37K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$67,448,726	$1,682,192 ▼	-2.4%	303,645	6.0%	Computer and Technology
V Visa	$50,641,113	$87,965 ▼	-0.2%	144,499	4.5%	Business Services
PWR Quanta Services	$47,844,624	$695,183 ▼	-1.4%	188,231	4.2%	Construction
META Meta Platforms	$45,125,290	$1,959,037 ▼	-4.2%	78,294	4.0%	Computer and Technology
PANW Palo Alto Networks	$42,733,376	$736,994 ▼	-1.7%	250,430	3.8%	Computer and Technology
AMZN Amazon.com	$41,919,796	$593,801 ▼	-1.4%	220,329	3.7%	Retail/Wholesale
BRK.B Berkshire Hathaway	$41,611,540	$2,545,200 ▼	-5.8%	78,132	3.7%	Finance
BKNG Booking	$37,373,900	$557,476 ▼	-1.5%	8,112	3.3%	Retail/Wholesale
GOOG Alphabet	$35,434,166	$671,944 ▼	-1.9%	226,808	3.1%	Computer and Technology
DE Deere & Company	$32,221,490	$404,112 ▼	-1.2%	68,651	2.9%	Industrials
RMD ResMed	$28,723,313	$82,377 ▼	-0.3%	128,315	2.5%	Medical
GOOGL Alphabet	$27,628,911	$535,673 ▼	-1.9%	178,666	2.5%	Computer and Technology
IQV IQVIA	$24,055,078	$6,171 ▲	0.0%	136,444	2.1%	Medical
UBER Uber Technologies	$22,982,449	$208,598 ▼	-0.9%	315,433	2.0%	Computer and Technology
BDX Becton, Dickinson and Company	$21,973,268	$161,945 ▼	-0.7%	95,928	2.0%	Medical
NVDA NVIDIA	$20,527,389	$177,635 ▲	0.9%	189,402	1.8%	Computer and Technology
J Jacobs Solutions	$20,239,887	$121,978 ▼	-0.6%	167,424	1.8%	Business Services
APD Air Products and Chemicals	$19,926,859	$184,620 ▼	-0.9%	67,567	1.8%	Basic Materials
PEP PepsiCo	$19,179,230	$900 ▼	0.0%	127,913	1.7%	Consumer Staples
REGN Regeneron Pharmaceuticals	$18,726,275	$149,678 ▲	0.8%	29,526	1.7%	Medical
SBUX Starbucks	$18,501,539	$376,764 ▼	-2.0%	188,618	1.6%	Retail/Wholesale
FNDX Schwab Fundamental U.S. Large Company Index ETF	$18,484,440	$30,126 ▼	-0.2%	782,907	1.6%	ETF
MSFT Microsoft	$17,815,969	$7,781,817 ▲	77.6%	47,460	1.6%	Computer and Technology
DIS Walt Disney	$14,475,028	$75,407 ▼	-0.5%	146,657	1.3%	Consumer Discretionary
ZBRA Zebra Technologies	$14,041,537	$99,179 ▼	-0.7%	49,694	1.2%	Industrials
VOO Vanguard S&P 500 ETF	$12,013,001	$44,196 ▼	-0.4%	23,376	1.1%	ETF
AMT American Tower	$11,909,466	$254,374 ▼	-2.1%	54,731	1.1%	Finance
Brookfield Renewable Corp	$11,887,359	$90,433 ▲	0.8%	425,765	1.1%	Stock
ECL Ecolab	$10,852,732	$24,338 ▼	-0.2%	42,808	1.0%	Basic Materials
VEEV Veeva Systems	$10,538,702	$74,122 ▼	-0.7%	45,498	0.9%	Medical
XOM Exxon Mobil	$10,127,365	$142,240 ▼	-1.4%	85,154	0.9%	Energy
PYPL PayPal	$9,434,889	$82,215 ▼	-0.9%	144,596	0.8%	Computer and Technology
INVH Invitation Homes	$9,388,625	$65,170 ▼	-0.7%	269,401	0.8%	Finance
CHWY Chewy	$9,097,891	$158,941 ▲	1.8%	279,849	0.8%	Retail/Wholesale
ISRG Intuitive Surgical	$8,871,578	$680,486 ▼	-7.1%	17,913	0.8%	Medical
SNOW Snowflake	$8,389,438	$38,440 ▼	-0.5%	57,399	0.7%	Computer and Technology
NKE NIKE	$8,350,540	$159,652 ▲	1.9%	131,546	0.7%	Consumer Discretionary
EW Edwards Lifesciences	$8,182,195	$37,762 ▼	-0.5%	112,889	0.7%	Medical
VUG Vanguard Growth ETF	$8,006,004	$133,866 ▼	-1.6%	21,590	0.7%	ETF
ARE Alexandria Real Estate Equities	$7,828,175	$977,366 ▲	14.3%	84,620	0.7%	Finance
JPM JPMorgan Chase & Co.	$7,755,419	$50,287 ▼	-0.6%	31,616	0.7%	Finance
JNJ Johnson & Johnson	$7,614,762	$256,888 ▼	-3.3%	45,916	0.7%	Medical
XYL Xylem	$7,522,397	$376,896 ▲	5.3%	62,970	0.7%	Business Services
WMT Walmart	$7,474,704	$136,513 ▲	1.9%	85,143	0.7%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$7,446,115	$525,832 ▼	-6.6%	13,311	0.7%	Finance
FNDF Schwab Fundamental International Large Company Index ETF	$6,617,842	$270,471 ▼	-3.9%	183,117	0.6%	ETF
SPHR Sphere Entertainment	$6,312,081	$77,710 ▼	-1.2%	192,912	0.6%	Consumer Discretionary
KMI Kinder Morgan	$5,814,587	$527,320 ▼	-8.3%	203,806	0.5%	Energy
VTV Vanguard Value ETF	$5,531,653	$20,038 ▼	-0.4%	32,023	0.5%	ETF
PEN Penumbra	$5,528,969	$19,521 ▼	-0.4%	20,676	0.5%	Medical
IBM International Business Machines	$5,432,589	$47,495 ▼	-0.9%	21,847	0.5%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$4,624,878	$147,210 ▲	3.3%	58,624	0.4%	ETF
ADP Automatic Data Processing	$4,012,525	$65,078 ▼	-1.6%	13,133	0.4%	Business Services
BRK.A Berkshire Hathaway	$3,992,208		0.0%	5	0.4%	Finance
KO Coca-Cola	$3,856,264	$24,709 ▼	-0.6%	53,843	0.3%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$3,644,104	$56,342 ▲	1.6%	13,259	0.3%	ETF
ABBV AbbVie	$3,598,070	$1,257 ▲	0.0%	17,173	0.3%	Medical
ABT Abbott Laboratories	$3,588,448	$261,055 ▼	-6.8%	27,052	0.3%	Medical
CSCO Cisco Systems	$3,365,020		0.0%	54,530	0.3%	Computer and Technology
PG Procter & Gamble	$3,115,112	$95,606 ▼	-3.0%	18,279	0.3%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$3,044,056	$133,073 ▲	4.6%	59,887	0.3%	ETF
DEO Diageo	$2,969,200	$25,988 ▼	-0.9%	28,335	0.3%	Consumer Staples
SCHP Schwab U.S. TIPS ETF	$2,841,359	$2,689 ▲	0.1%	105,666	0.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,799,660	$546,019 ▲	24.2%	56,422	0.2%	ETF
MTN Vail Resorts	$2,661,453	$356,045 ▼	-11.8%	16,632	0.2%	Consumer Discretionary
HD Home Depot	$2,557,405	$56,807 ▼	-2.2%	6,978	0.2%	Retail/Wholesale
UPS United Parcel Service	$2,452,113	$8,374,735 ▼	-77.4%	22,294	0.2%	Transportation
VOE Vanguard Mid-Cap Value ETF	$2,399,270	$13,325 ▼	-0.6%	14,945	0.2%	ETF
VB Vanguard Small-Cap ETF	$2,351,881	$50,781 ▲	2.2%	10,606	0.2%	ETF
GMED Globus Medical	$1,986,355	$698,182 ▼	-26.0%	27,136	0.2%	Medical
BND Vanguard Total Bond Market ETF	$1,978,186	$2,130 ▲	0.1%	26,932	0.2%	ETF
EFA iShares MSCI EAFE ETF	$1,852,034		0.0%	22,660	0.2%	Finance
ETN Eaton	$1,841,377	$469,179 ▲	34.2%	6,774	0.2%	Industrials
VCSH Vanguard Short-Term Corporate Bond ETF	$1,664,581	$21,629 ▼	-1.3%	21,087	0.1%	ETF
GE GE Aerospace	$1,662,245	$11,809 ▼	-0.7%	8,305	0.1%	Industrials
AXP American Express	$1,602,731	$68,339 ▼	-4.1%	5,957	0.1%	Finance
IWF iShares Russell 1000 Growth ETF	$1,602,708	$66,795 ▲	4.3%	4,439	0.1%	ETF
LOW Lowe's Companies	$1,597,381	$244,890 ▼	-13.3%	6,849	0.1%	Retail/Wholesale
VOT Vanguard Mid-Cap Growth ETF	$1,583,799	$11,253 ▼	-0.7%	6,474	0.1%	ETF
BlackRock	$1,414,041	$126,828 ▼	-8.2%	1,494	0.1%	Stock
EVR Evercore	$1,407,028	$39,944 ▼	-2.8%	7,045	0.1%	Finance
DOCU DocuSign	$1,384,858	$32,234 ▼	-2.3%	17,013	0.1%	Computer and Technology
RTX RTX	$1,360,364		0.0%	10,270	0.1%	Aerospace
DFAU Dimensional US Core Equity Market ETF	$1,345,092	$240,827 ▲	21.8%	34,992	0.1%	ETF
TMO Thermo Fisher Scientific	$1,327,099	$856,369 ▼	-39.2%	2,667	0.1%	Medical
IVV iShares Core S&P 500 ETF	$1,324,575	$5,058 ▲	0.4%	2,357	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,320,471	$3,026 ▲	0.2%	17,455	0.1%	ETF
MCD McDonald's	$1,308,206		0.0%	4,188	0.1%	Retail/Wholesale
FDX FedEx	$1,277,651	$54,851 ▼	-4.1%	5,241	0.1%	Transportation
PFE Pfizer	$1,204,591	$15,381 ▼	-1.3%	47,537	0.1%	Medical
CSWI CSW Industrials	$1,195,232	$29,152 ▼	-2.4%	4,100	0.1%	Basic Materials
CVX Chevron	$1,193,112	$3,848 ▲	0.3%	7,132	0.1%	Energy
MCO Moody's	$1,189,838		0.0%	2,555	0.1%	Finance
BN Brookfield	$1,129,855		0.0%	21,558	0.1%	Finance
UNP Union Pacific	$1,112,218	$1,890 ▲	0.2%	4,708	0.1%	Transportation
EEM iShares MSCI Emerging Markets ETF	$1,077,074		0.0%	24,647	0.1%	Finance
ICLR ICON Public	$1,058,289	$19,248 ▼	-1.8%	6,048	0.1%	Medical
Amentum Holdings	$979,997	$480,371 ▼	-32.9%	53,846	0.1%	Stock
IJH iShares Core S&P Mid-Cap ETF	$970,005	$7,644 ▼	-0.8%	16,624	0.1%	ETF
VBK Vanguard Small-Cap Growth ETF	$952,949	$30,968 ▲	3.4%	3,785	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Washington Trust Advisors, Inc. Top Holdings and 13F Report (2025)

About Washington Trust Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Washington Trust Advisors, Inc. Top Holdings and 13F Report (2025)

About Washington Trust Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWashington Trust Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools