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

About Washington Trust Advisors, Inc.

Investment Activity

Washington Trust Advisors, Inc. has $1.20 billion in total holdings as of December 31, 2024.
Washington Trust Advisors, Inc. owns shares of 665 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 9.00% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Washington Trust Advisors, Inc. has purchased 662 new stocks and bought additional shares in 127 stocks.
Washington Trust Advisors, Inc. sold shares of 178 stocks and completely divested from 54 stocks this quarter.

Largest Holdings

Apple: $77,935,157
Quanta Services: $60,354,833
Amazon.com: $49,022,696
Meta Platforms: $47,831,824
Palo Alto Networks: $46,354,128

Largest New Holdings this Quarter

Brookfield Renewable Corp: $11,687,069 Holding
Berkshire Hathaway: $3,404,600 Holding
BlackRock: $1,668,879 Holding
Aptiv plc: $1,027,011 Holding
General Dynamics: $182,335 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 81,716 shares (about $37.04M)
Palo Alto Networks: 123,651 shares (about $22.50M)
Schwab Fundamental U.S. Large Company Index ETF: 514,033 shares (about $12.17M)
Brookfield Renewable Corp: 422,526 shares (about $11.69M)
Xylem: 50,078 shares (about $5.81M)

Largest Sales this Quarter

Alphabet: 6,529 shares (about $1.24M)
Kinder Morgan: 41,271 shares (about $1.13M)
Quanta Services: 3,385 shares (about $1.07M)
Amentum Holdings: 47,958 shares (about $1.01M)
Visa: 3,140 shares (about $992.36K)

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	$77,935,157	$774,549 ▼	-1.0%	311,218	6.5%	Computer and Technology
PWR Quanta Services	$60,354,833	$1,069,830 ▼	-1.7%	190,966	5.0%	Construction
AMZN Amazon.com	$49,022,696	$395,780 ▼	-0.8%	223,450	4.1%	Retail/Wholesale
META Meta Platforms	$47,831,824	$710,806 ▼	-1.5%	81,693	4.0%	Computer and Technology
PANW Palo Alto Networks	$46,354,128	$22,499,536 ▲	94.3%	254,749	3.9%	Computer and Technology
V Visa	$45,746,754	$992,365 ▼	-2.1%	144,750	3.8%	Business Services
GOOG Alphabet	$44,012,348	$963,435 ▼	-2.1%	231,109	3.7%	Computer and Technology
BKNG Booking	$40,903,468	$968,806 ▼	-2.3%	8,233	3.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$37,581,898	$37,040,228 ▲	6,838.2%	82,911	3.1%	Finance
GOOGL Alphabet	$34,477,209	$1,235,940 ▼	-3.5%	182,130	2.9%	Computer and Technology
DE Deere & Company	$29,452,364	$396,161 ▼	-1.3%	69,512	2.5%	Industrials
RMD ResMed	$29,428,515	$409,126 ▼	-1.4%	128,683	2.5%	Medical
IQV IQVIA	$26,805,732	$785,843 ▼	-2.8%	136,409	2.2%	Medical
NVDA NVIDIA	$25,214,693	$75,202 ▲	0.3%	187,763	2.1%	Computer and Technology
J Jacobs Solutions	$22,506,017	$351,153 ▼	-1.5%	168,433	1.9%	Business Services
BDX Becton, Dickinson and Company	$21,923,582	$15,881 ▲	0.1%	96,635	1.8%	Medical
REGN Regeneron Pharmaceuticals	$20,864,145	$63,397 ▼	-0.3%	29,290	1.7%	Medical
APD Air Products and Chemicals	$19,778,698	$390,684 ▼	-1.9%	68,193	1.7%	Basic Materials
PEP PepsiCo	$19,451,288	$415,426 ▼	-2.1%	127,919	1.6%	Consumer Staples
ZBRA Zebra Technologies	$19,328,380	$332,149 ▼	-1.7%	50,045	1.6%	Industrials
UBER Uber Technologies	$19,199,615	$376,940 ▼	-1.9%	318,296	1.6%	Computer and Technology
FNDX Schwab Fundamental U.S. Large Company Index ETF	$18,569,454	$12,172,302 ▲	190.3%	784,183	1.6%	ETF
SBUX Starbucks	$17,561,884	$470,029 ▼	-2.6%	192,459	1.5%	Retail/Wholesale
DIS Walt Disney	$16,415,273	$272,027 ▼	-1.6%	147,421	1.4%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$12,641,757	$163,262 ▼	-1.3%	23,462	1.1%	ETF
PYPL PayPal	$12,448,810	$341,400 ▼	-2.7%	145,856	1.0%	Computer and Technology
UPS United Parcel Service	$12,412,661	$616,377 ▼	-4.7%	98,435	1.0%	Transportation
Brookfield Renewable Corp	$11,687,069	$11,687,069 ▲	New Holding	422,526	1.0%	Stock
MSFT Microsoft	$11,266,650	$252,477 ▲	2.3%	26,730	0.9%	Computer and Technology
AMT American Tower	$10,252,619	$335,273 ▼	-3.2%	55,900	0.9%	Finance
ISRG Intuitive Surgical	$10,066,842	$351,794 ▼	-3.4%	19,287	0.8%	Medical
ECL Ecolab	$10,053,312	$189,097 ▼	-1.8%	42,904	0.8%	Basic Materials
NKE NIKE	$9,763,776	$612,397 ▼	-5.9%	129,031	0.8%	Consumer Discretionary
VEEV Veeva Systems	$9,633,235	$149,698 ▼	-1.5%	45,818	0.8%	Medical
XOM Exxon Mobil	$9,288,669	$88,423 ▲	1.0%	86,350	0.8%	Energy
CHWY Chewy	$9,208,411	$116,947 ▼	-1.3%	274,960	0.8%	Retail/Wholesale
VUG Vanguard Growth ETF	$9,009,434	$84,960 ▼	-0.9%	21,951	0.8%	ETF
SNOW Snowflake	$8,903,590	$118,432 ▼	-1.3%	57,662	0.7%	Computer and Technology
INVH Invitation Homes	$8,672,534	$225,357 ▼	-2.5%	271,271	0.7%	Finance
EW Edwards Lifesciences	$8,395,742	$166,567 ▼	-1.9%	113,410	0.7%	Medical
SPY SPDR S&P 500 ETF Trust	$8,352,246	$17,582 ▼	-0.2%	14,251	0.7%	Finance
SPHR Sphere Entertainment	$7,873,972	$140,596 ▼	-1.8%	195,287	0.7%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$7,627,826	$80,782 ▼	-1.0%	31,821	0.6%	Finance
WMT Walmart	$7,552,176	$18,522 ▼	-0.2%	83,588	0.6%	Retail/Wholesale
ARE Alexandria Real Estate Equities	$7,224,078	$2,638,830 ▲	57.6%	74,055	0.6%	Finance
XYL Xylem	$6,939,707	$5,810,025 ▲	514.3%	59,815	0.6%	Business Services
JNJ Johnson & Johnson	$6,864,434	$200,734 ▼	-2.8%	47,465	0.6%	Medical
FNDF Schwab Fundamental International Large Company Index ETF	$6,329,853	$33,476 ▲	0.5%	190,601	0.5%	ETF
KMI Kinder Morgan	$6,090,724	$1,130,826 ▼	-15.7%	222,289	0.5%	Energy
VTV Vanguard Value ETF	$5,441,133	$20,316 ▼	-0.4%	32,139	0.5%	ETF
PEN Penumbra	$4,927,473	$179,772 ▼	-3.5%	20,749	0.4%	Medical
IBM International Business Machines	$4,844,714	$67,709 ▼	-1.4%	22,038	0.4%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$4,464,047	$317,748 ▲	7.7%	56,758	0.4%	ETF
ADP Automatic Data Processing	$3,906,804	$60,888 ▲	1.6%	13,346	0.3%	Business Services
VTI Vanguard Total Stock Market ETF	$3,783,180	$74,481 ▼	-1.9%	13,054	0.3%	ETF
DEO Diageo	$3,633,728	$233,027 ▼	-6.0%	28,583	0.3%	Consumer Staples
MTN Vail Resorts	$3,534,745	$198,884 ▼	-5.3%	18,857	0.3%	Consumer Discretionary
BRK.A Berkshire Hathaway	$3,404,600	$3,404,600 ▲	New Holding	5	0.3%	Finance
KO Coca-Cola	$3,373,770	$147,744 ▼	-4.2%	54,188	0.3%	Consumer Staples
ABT Abbott Laboratories	$3,282,452	$15,044 ▲	0.5%	29,020	0.3%	Medical
CSCO Cisco Systems	$3,228,151	$28,120 ▼	-0.9%	54,530	0.3%	Computer and Technology
PG Procter & Gamble	$3,158,542	$190,284 ▼	-5.7%	18,840	0.3%	Consumer Staples
ABBV AbbVie	$3,050,561	$30,209 ▲	1.0%	17,167	0.3%	Medical
GMED Globus Medical	$3,033,307	$4,053 ▲	0.1%	36,674	0.3%	Medical
HD Home Depot	$2,774,705	$29,175 ▲	1.1%	7,133	0.2%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$2,738,604	$16,259 ▲	0.6%	57,269	0.2%	ETF
SCHP Schwab U.S. TIPS ETF	$2,726,770	$1,287,832 ▲	89.5%	105,566	0.2%	ETF
VB Vanguard Small-Cap ETF	$2,493,385	$136,479 ▲	5.8%	10,377	0.2%	ETF
VOE Vanguard Mid-Cap Value ETF	$2,431,080	$5,338 ▲	0.2%	15,028	0.2%	ETF
TMO Thermo Fisher Scientific	$2,282,769	$1,613,753 ▲	241.2%	4,388	0.2%	Medical
VTEB Vanguard Tax-Exempt Bond ETF	$2,276,804	$399,737 ▼	-14.9%	45,418	0.2%	ETF
EVR Evercore	$2,008,242		0.0%	7,245	0.2%	Finance
LOW Lowe's Companies	$1,949,423		0.0%	7,899	0.2%	Retail/Wholesale
BND Vanguard Total Bond Market ETF	$1,934,591	$516,888 ▲	36.5%	26,903	0.2%	ETF
AXP American Express	$1,843,363	$8,607 ▲	0.5%	6,211	0.2%	Finance
EFA iShares MSCI EAFE ETF	$1,713,323	$279,757 ▼	-14.0%	22,660	0.1%	Finance
IWF iShares Russell 1000 Growth ETF	$1,708,201	$170,659 ▼	-9.1%	4,254	0.1%	ETF
Amentum Holdings	$1,687,447	$1,008,557 ▼	-37.4%	80,240	0.1%	Stock
ETN Eaton	$1,675,410	$98,905 ▲	6.3%	5,048	0.1%	Industrials
BlackRock	$1,668,879	$1,668,879 ▲	New Holding	1,628	0.1%	Stock
VCSH Vanguard Short-Term Corporate Bond ETF	$1,666,353	$170,060 ▼	-9.3%	21,361	0.1%	ETF
VOT Vanguard Mid-Cap Growth ETF	$1,654,450	$761 ▼	0.0%	6,520	0.1%	ETF
DOCU DocuSign	$1,565,765	$78,248 ▼	-4.8%	17,409	0.1%	Computer and Technology
FDX FedEx	$1,537,750	$44,450 ▼	-2.8%	5,466	0.1%	Transportation
CSWI CSW Industrials	$1,481,760		0.0%	4,200	0.1%	Basic Materials
TSLA Tesla	$1,414,652	$570,222 ▲	67.5%	3,503	0.1%	Auto/Tires/Trucks
GE General Electric	$1,395,031	$19,848 ▼	-1.4%	8,364	0.1%	Transportation
IVV iShares Core S&P 500 ETF	$1,382,405	$27,672 ▲	2.0%	2,348	0.1%	ETF
ICLR ICON Public	$1,291,355	$1,678 ▼	-0.1%	6,158	0.1%	Medical
PFE Pfizer	$1,277,264	$28,440 ▼	-2.2%	48,144	0.1%	Medical
BN Brookfield	$1,238,507		0.0%	21,558	0.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$1,223,926	$204,796 ▼	-14.3%	17,415	0.1%	ETF
MCD McDonald's	$1,214,059		0.0%	4,188	0.1%	Retail/Wholesale
MCO Moody's	$1,209,460		0.0%	2,555	0.1%	Finance
RTX RTX	$1,188,445	$24,301 ▼	-2.0%	10,270	0.1%	Aerospace
DFAU Dimensional US Core Equity Market ETF	$1,163,156		0.0%	28,727	0.1%	ETF
UNP Union Pacific	$1,071,788	$7,297 ▲	0.7%	4,700	0.1%	Transportation
IJH iShares Core S&P Mid-Cap ETF	$1,044,015	$10,094 ▲	1.0%	16,755	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,030,738	$6,775 ▼	-0.7%	24,647	0.1%	Finance
CVX Chevron	$1,029,668	$579 ▼	-0.1%	7,109	0.1%	Energy

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