Washington Trust Advisors, Inc. Top Holdings and 13F Report (2024)

About Washington Trust Advisors, Inc.

Investment Activity

Washington Trust Advisors, Inc. has $1.16 billion in total holdings as of September 30, 2024.
Washington Trust Advisors, Inc. owns shares of 662 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 1.37% of the portfolio was purchased this quarter.
About 1.21% of the portfolio was sold this quarter.
This quarter, Washington Trust Advisors, Inc. has purchased 659 new stocks and bought additional shares in 138 stocks.
Washington Trust Advisors, Inc. sold shares of 150 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

Apple: $73,234,512
Quanta Services: $57,945,731
Meta Platforms: $47,459,046
Palo Alto Networks: $44,809,297
Amazon.com: $41,971,579

Largest New Holdings this Quarter

AMENTUM HOLDINGS INC: $4,134,386 Holding
Blackstone: $184,828 Holding
Cummins: $184,562 Holding
Cboe Global Markets: $144,434 Holding
TE CONNECTIVITY PLC: $47,562 Holding

Largest Purchases this Quarter

AMENTUM HOLDINGS INC: 128,198 shares (about $4.13M)
Edwards Lifesciences: 23,489 shares (about $1.55M)
Alexandria Real Estate Equities: 12,371 shares (about $1.47M)
Eaton: 4,269 shares (about $1.41M)
Vanguard S&P 500 ETF: 2,398 shares (about $1.27M)

Largest Sales this Quarter

Vanguard Growth ETF: 3,303 shares (about $1.27M)
Atlantica Sustainable Infrastructure: 55,582 shares (about $1.22M)
United Parcel Service: 7,829 shares (about $1.07M)
Schwab Fundamental U.S. Large Company Index ETF: 11,978 shares (about $859.54K)
Vanguard Value ETF: 4,453 shares (about $777.36K)

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	$73,234,512	$10,485 ▼	0.0%	314,311	6.3%	Computer and Technology
PWR Quanta Services	$57,945,731	$343,469 ▼	-0.6%	194,351	5.0%	Construction
META Meta Platforms	$47,459,046	$188,332 ▼	-0.4%	82,907	4.1%	Computer and Technology
PANW Palo Alto Networks	$44,809,297	$641,217 ▼	-1.4%	131,098	3.9%	Computer and Technology
AMZN Amazon.com	$41,971,579	$182,976 ▲	0.4%	225,254	3.6%	Retail/Wholesale
V Visa	$40,662,377	$182,567 ▼	-0.4%	147,890	3.5%	Business Services
GOOG Alphabet	$39,484,914	$176,720 ▼	-0.4%	236,168	3.4%	Computer and Technology
BKNG Booking	$35,501,977	$63,186 ▼	-0.2%	8,428	3.1%	Retail/Wholesale
IQV IQVIA	$33,272,484	$27,015 ▲	0.1%	140,408	2.9%	Medical
RMD ResMed	$31,850,825	$394,010 ▼	-1.2%	130,472	2.7%	Medical
GOOGL Alphabet	$31,289,096	$159,382 ▲	0.5%	188,659	2.7%	Computer and Technology
REGN Regeneron Pharmaceuticals	$30,884,381	$111,431 ▼	-0.4%	29,379	2.7%	Medical
DE Deere & Company	$29,399,776	$327,188 ▼	-1.1%	70,447	2.5%	Industrial Products
UBER Uber Technologies	$24,392,803	$158,287 ▼	-0.6%	324,545	2.1%	Computer and Technology
BDX Becton, Dickinson and Company	$23,281,823	$37,612 ▲	0.2%	96,565	2.0%	Medical
NVDA NVIDIA	$22,733,934	$47,969 ▲	0.2%	187,203	2.0%	Computer and Technology
J Jacobs Solutions	$22,391,885	$57,596 ▼	-0.3%	171,061	1.9%	Business Services
PEP PepsiCo	$22,217,120	$32,309 ▼	-0.1%	130,651	1.9%	Consumer Staples
APD Air Products and Chemicals	$20,704,841	$2,680 ▼	0.0%	69,540	1.8%	Basic Materials
FNDX Schwab Fundamental U.S. Large Company Index ETF	$19,385,978	$859,542 ▼	-4.2%	270,150	1.7%	ETF
SBUX Starbucks	$19,264,963	$205,411 ▼	-1.1%	197,610	1.7%	Retail/Wholesale
ZBRA Zebra Technologies	$18,851,140	$36,291 ▼	-0.2%	50,905	1.6%	Industrial Products
BEPC Brookfield Renewable	$14,427,033	$137,695 ▲	1.0%	441,734	1.2%	Oils/Energy
DIS Walt Disney	$14,415,372	$44,151 ▼	-0.3%	149,864	1.2%	Consumer Discretionary
UPS United Parcel Service	$14,087,121	$1,067,411 ▼	-7.0%	103,323	1.2%	Transportation
AMT American Tower	$13,425,225	$14,651 ▼	-0.1%	57,728	1.2%	Finance
VOO Vanguard S&P 500 ETF	$12,539,917	$1,265,336 ▲	11.2%	23,765	1.1%	ETF
NKE NIKE	$12,121,763	$88,046 ▲	0.7%	137,124	1.0%	Consumer Discretionary
PYPL PayPal	$11,693,264	$447,424 ▼	-3.7%	149,856	1.0%	Computer and Technology
MSFT Microsoft	$11,244,124	$698,374 ▲	6.6%	26,131	1.0%	Computer and Technology
ECL Ecolab	$11,160,730	$190,476 ▼	-1.7%	43,711	1.0%	Basic Materials
XOM Exxon Mobil	$10,025,593	$151,800 ▼	-1.5%	85,528	0.9%	Oils/Energy
INVH Invitation Homes	$9,813,564	$15,409 ▼	-0.2%	278,320	0.8%	Finance
ISRG Intuitive Surgical	$9,806,318	$369,929 ▼	-3.6%	19,961	0.8%	Medical
VEEV Veeva Systems	$9,765,252	$104,725 ▲	1.1%	46,530	0.8%	Computer and Technology
SPHR Sphere Entertainment	$8,781,836	$92,866 ▲	1.1%	198,774	0.8%	Consumer Discretionary
APTV Aptiv	$8,665,108	$33,773 ▼	-0.4%	120,332	0.7%	Business Services
VUG Vanguard Growth ETF	$8,507,121	$1,268,121 ▼	-13.0%	22,158	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$8,193,799	$94,670 ▲	1.2%	14,281	0.7%	Finance
CHWY Chewy	$8,155,860	$27,035 ▲	0.3%	278,452	0.7%	Retail/Wholesale
JNJ Johnson & Johnson	$7,917,169	$54,939 ▼	-0.7%	48,853	0.7%	Medical
EW Edwards Lifesciences	$7,632,404	$1,550,039 ▲	25.5%	115,660	0.7%	Medical
FNDF Schwab Fundamental International Large Company Index ETF	$7,085,074	$232,777 ▼	-3.2%	189,593	0.6%	ETF
JPM JPMorgan Chase & Co.	$6,780,850	$17,501 ▼	-0.3%	32,158	0.6%	Finance
WMT Walmart	$6,766,285	$50,307 ▼	-0.7%	83,793	0.6%	Retail/Wholesale
SNOW Snowflake	$6,711,155	$490,222 ▲	7.9%	58,429	0.6%	Computer and Technology
KMI Kinder Morgan	$5,822,038	$52,530 ▼	-0.9%	263,560	0.5%	Oils/Energy
VTV Vanguard Value ETF	$5,631,454	$777,360 ▼	-12.1%	32,259	0.5%	ETF
ARE Alexandria Real Estate Equities	$5,581,684	$1,469,045 ▲	35.7%	47,004	0.5%	Finance
IBM International Business Machines	$4,940,355	$3,980 ▲	0.1%	22,346	0.4%	Computer and Technology
DEO Diageo	$4,268,551	$21,472 ▼	-0.5%	30,416	0.4%	Consumer Staples
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$4,233,287	$726,720 ▲	20.7%	52,718	0.4%	ETF
PEN Penumbra	$4,178,831	$105,122 ▲	2.6%	21,506	0.4%	Medical
AMENTUM HOLDINGS INC	$4,134,386	$4,134,386 ▲	New Holding	128,198	0.4%	COM
KO Coca-Cola	$4,064,503	$21,271 ▲	0.5%	56,561	0.4%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$3,769,143	$29,165 ▼	-0.8%	13,311	0.3%	ETF
ADP Automatic Data Processing	$3,635,679	$34,315 ▼	-0.9%	13,138	0.3%	Business Services
MTN Vail Resorts	$3,471,509	$95,860 ▼	-2.7%	19,918	0.3%	Consumer Discretionary
PG Procter & Gamble	$3,459,620	$51,786 ▼	-1.5%	19,975	0.3%	Consumer Staples
ABBV AbbVie	$3,356,641	$132,907 ▲	4.1%	16,997	0.3%	Medical
ABT Abbott Laboratories	$3,293,408	$29,985 ▼	-0.9%	28,887	0.3%	Medical
VEA Vanguard FTSE Developed Markets ETF	$3,006,421	$94,636 ▲	3.3%	56,929	0.3%	ETF
SCHP Schwab U.S. TIPS ETF	$2,987,621	$199,504 ▼	-6.3%	55,708	0.3%	ETF
CSCO Cisco Systems	$2,927,344		0.0%	55,005	0.3%	Computer and Technology
HD Home Depot	$2,859,944	$50,651 ▼	-1.7%	7,058	0.2%	Retail/Wholesale
VTEB Vanguard Tax-Exempt Bond ETF	$2,729,400	$219,816 ▼	-7.5%	53,392	0.2%	ETF
GMED Globus Medical	$2,620,153	$155,957 ▼	-5.6%	36,625	0.2%	Medical
VOE Vanguard Mid-Cap Value ETF	$2,514,212	$4,527 ▼	-0.2%	14,995	0.2%	ETF
VB Vanguard Small-Cap ETF	$2,326,793	$126,670 ▲	5.8%	9,809	0.2%	ETF
EFA iShares MSCI EAFE ETF	$2,204,487	$1,756 ▼	-0.1%	26,360	0.2%	Finance
LOW Lowe's Companies	$2,139,349	$13,271 ▼	-0.6%	7,899	0.2%	Retail/Wholesale
VCSH Vanguard Short-Term Corporate Bond ETF	$1,869,623	$16,599 ▼	-0.9%	23,541	0.2%	ETF
EVR Evercore	$1,835,449		0.0%	7,245	0.2%	Finance
ICLR ICON Public	$1,771,576	$1,724 ▲	0.1%	6,166	0.2%	Medical
IWF iShares Russell 1000 Growth ETF	$1,756,218	$13,512 ▼	-0.8%	4,679	0.2%	ETF
AXP American Express	$1,676,559		0.0%	6,182	0.1%	Finance
GE General Electric	$1,599,725	$19,235 ▲	1.2%	8,483	0.1%	Transportation
VOT Vanguard Mid-Cap Growth ETF	$1,588,155	$76,937 ▲	5.1%	6,523	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,586,680		0.0%	20,329	0.1%	ETF
ETN Eaton	$1,574,329	$1,414,907 ▲	887.5%	4,750	0.1%	Industrial Products
BLK BlackRock	$1,558,146	$91,153 ▲	6.2%	1,641	0.1%	Finance
FDX FedEx	$1,539,177		0.0%	5,624	0.1%	Transportation
CSWI CSW Industrials	$1,538,838		0.0%	4,200	0.1%	Basic Materials
BND Vanguard Total Bond Market ETF	$1,480,801	$45,292 ▲	3.2%	19,715	0.1%	ETF
PFE Pfizer	$1,424,316	$10,418 ▲	0.7%	49,216	0.1%	Medical
IVV iShares Core S&P 500 ETF	$1,327,519		0.0%	2,301	0.1%	ETF
XYL Xylem	$1,314,788	$8,642 ▲	0.7%	9,737	0.1%	Industrial Products
MCD McDonald's	$1,275,288		0.0%	4,188	0.1%	Retail/Wholesale
RTX RTX	$1,269,758	$3,150 ▼	-0.2%	10,480	0.1%	Aerospace
MCO Moody's	$1,212,578		0.0%	2,555	0.1%	Finance
UNP Union Pacific	$1,150,570	$3,944 ▲	0.3%	4,668	0.1%	Transportation
BN Brookfield	$1,145,808	$2,392 ▼	-0.2%	21,558	0.1%	Finance
DFAU Dimensional US Core Equity Market ETF	$1,140,175		0.0%	28,727	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,137,741	$229 ▲	0.0%	24,809	0.1%	Finance
DOCU DocuSign	$1,134,944		0.0%	18,279	0.1%	Computer and Technology
CAT Caterpillar	$1,083,749	$39,110 ▼	-3.5%	2,771	0.1%	Industrial Products
CVX Chevron	$1,047,533	$589 ▲	0.1%	7,113	0.1%	Oils/Energy
IJH iShares Core S&P Mid-Cap ETF	$1,034,093	$997 ▲	0.1%	16,593	0.1%	ETF
MRK Merck & Co., Inc.	$982,708	$36,796 ▼	-3.6%	8,653	0.1%	Medical
VBK Vanguard Small-Cap Growth ETF	$932,587		0.0%	3,488	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Washington Trust Advisors, Inc. Top Holdings and 13F Report (2024)

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 (2024)

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