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

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About Washington Trust Advisors, Inc.

Investment Activity

Washington Trust Advisors, Inc. has $1.09 billion in total holdings as of March 31, 2024.
Washington Trust Advisors, Inc. owns shares of 660 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 1.67% of the portfolio was purchased this quarter.
About 4.56% of the portfolio was sold this quarter.
This quarter, Washington Trust Advisors, Inc. has purchased 666 new stocks and bought additional shares in 122 stocks.
Washington Trust Advisors, Inc. sold shares of 189 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Apple: $55,745,363
Quanta Services: $52,696,674
Visa: $42,239,248
Amazon.com: $41,468,822
Meta Platforms: $41,112,095

Largest New Holdings this Quarter

iShares Core Aggressive Allocation ETF: $50,761 Holding
Roblox: $39,020 Holding
AMETEK: $37,443 Holding
Vanguard Total International Stock ETF: $33,829 Holding
eBay: $29,505 Holding

Largest Purchases this Quarter

Snowflake: 44,428 shares (about $7.18M)
Walmart: 58,678 shares (about $3.53M)
Brookfield Renewable: 97,502 shares (about $2.40M)
Chewy: 59,818 shares (about $951.70K)
iShares Core S&P Mid-Cap ETF: 12,161 shares (about $738.64K)

Largest Sales this Quarter

Palo Alto Networks: 15,757 shares (about $4.48M)
Apple: 13,707 shares (about $2.35M)
Alphabet: 14,227 shares (about $2.15M)
NVIDIA: 2,156 shares (about $1.95M)
Madison Square Garden Entertainment: 48,989 shares (about $1.92M)

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	$55,745,363	$2,350,475 ▼	-4.0%	325,084	5.1%	Computer and Technology
PWR Quanta Services	$52,696,674	$1,848,473 ▼	-3.4%	202,836	4.8%	Construction
V Visa	$42,239,248	$782,823 ▼	-1.8%	151,351	3.9%	Business Services
AMZN Amazon.com	$41,468,822	$1,093,283 ▼	-2.6%	229,897	3.8%	Retail/Wholesale
META Meta Platforms	$41,112,095	$1,638,832 ▼	-3.8%	84,666	3.8%	Computer and Technology
PANW Palo Alto Networks	$39,714,128	$4,477,052 ▼	-10.1%	139,774	3.6%	Computer and Technology
GOOG Alphabet	$37,579,291	$1,093,684 ▼	-2.8%	246,810	3.4%	Computer and Technology
IQV IQVIA	$36,244,955	$771,820 ▼	-2.1%	143,323	3.3%	Medical
BKNG Booking	$31,477,974	$711,039 ▼	-2.2%	8,677	2.9%	Retail/Wholesale
DE Deere & Company	$29,698,272	$270,679 ▼	-0.9%	72,304	2.7%	Industrial Products
REGN Regeneron Pharmaceuticals	$29,544,594	$1,471,647 ▼	-4.7%	30,696	2.7%	Medical
GOOGL Alphabet	$29,257,933	$2,147,281 ▼	-6.8%	193,851	2.7%	Computer and Technology
J Jacobs Solutions	$26,945,949	$659,809 ▼	-2.4%	175,281	2.5%	Business Services
RMD ResMed	$26,716,228	$291,698 ▼	-1.1%	134,910	2.4%	Medical
UBER Uber Technologies	$25,787,570	$702,226 ▼	-2.7%	334,947	2.4%	Computer and Technology
BDX Becton, Dickinson and Company	$23,840,819	$27,714 ▲	0.1%	96,346	2.2%	Medical
PEP PepsiCo	$23,342,422	$361,045 ▼	-1.5%	133,378	2.1%	Consumer Staples
NVDA NVIDIA	$19,927,324	$1,948,096 ▼	-8.9%	22,054	1.8%	Computer and Technology
FNDX Schwab Fundamental U.S. Large Company Index ETF	$19,707,341	$279,803 ▼	-1.4%	292,437	1.8%	ETF
DIS Walt Disney	$18,655,124	$231,016 ▼	-1.2%	152,461	1.7%	Consumer Discretionary
SBUX Starbucks	$18,586,211	$228,019 ▼	-1.2%	203,372	1.7%	Retail/Wholesale
UPS United Parcel Service	$17,035,806	$158,588 ▼	-0.9%	114,619	1.6%	Transportation
APD Air Products and Chemicals	$16,768,477	$12,114 ▲	0.1%	69,214	1.5%	Basic Materials
ZBRA Zebra Technologies	$15,675,785	$277,325 ▼	-1.7%	52,003	1.4%	Industrial Products
NKE NIKE	$12,920,184	$444,807 ▲	3.6%	137,478	1.2%	Consumer Discretionary
AMT American Tower	$11,748,900	$98,400 ▲	0.8%	59,461	1.1%	Finance
PYPL PayPal	$10,944,626	$600,833 ▼	-5.2%	163,377	1.0%	Computer and Technology
BEPC Brookfield Renewable	$10,806,845	$2,395,624 ▲	28.5%	439,839	1.0%	Oils/Energy
ECL Ecolab	$10,399,275	$485,814 ▼	-4.5%	45,038	1.0%	Basic Materials
XOM Exxon Mobil	$10,303,515	$34,756 ▲	0.3%	88,640	0.9%	Oils/Energy
VOO Vanguard S&P 500 ETF	$10,218,393	$36,053 ▼	-0.4%	21,257	0.9%	ETF
MSFT Microsoft	$10,159,082	$118,222 ▼	-1.2%	24,147	0.9%	Computer and Technology
INVH Invitation Homes	$9,984,012	$428,638 ▼	-4.1%	280,371	0.9%	Finance
APTV Aptiv	$9,849,721	$118,997 ▼	-1.2%	123,663	0.9%	Business Services
VEEV Veeva Systems	$9,697,154	$372,558 ▼	-3.7%	41,854	0.9%	Computer and Technology
EW Edwards Lifesciences	$9,055,936	$207,843 ▼	-2.2%	94,767	0.8%	Medical
SPHR Sphere Entertainment	$8,966,082	$125,399 ▼	-1.4%	182,683	0.8%	Consumer Discretionary
ISRG Intuitive Surgical	$8,860,917	$319,668 ▼	-3.5%	22,203	0.8%	Medical
VUG Vanguard Growth ETF	$8,760,923	$401,337 ▼	-4.4%	25,453	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$7,786,192	$16,215 ▼	-0.2%	14,886	0.7%	Finance
JNJ Johnson & Johnson	$7,781,733	$30,689 ▼	-0.4%	49,192	0.7%	Medical
FNDF Schwab Fundamental International Large Company Index ETF	$7,305,630	$190,941 ▼	-2.5%	205,157	0.7%	ETF
SNOW Snowflake	$7,233,055	$7,179,565 ▲	13,422.4%	44,759	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$6,336,904	$101,552 ▼	-1.6%	31,637	0.6%	Finance
VTV Vanguard Value ETF	$5,962,631	$724,727 ▼	-10.8%	36,612	0.5%	ETF
WMT Walmart	$5,305,912	$3,530,656 ▲	198.9%	88,182	0.5%	Retail/Wholesale
KMI Kinder Morgan	$5,152,831	$174,139 ▼	-3.3%	280,961	0.5%	Oils/Energy
MTN Vail Resorts	$4,953,511	$109,410 ▼	-2.2%	22,230	0.5%	Consumer Discretionary
CHWY Chewy	$4,668,201	$951,704 ▲	25.6%	293,413	0.4%	Consumer Staples
GMED Globus Medical	$4,647,102	$1,031,873 ▼	-18.2%	86,635	0.4%	Medical
DEO Diageo	$4,556,847	$22,311 ▼	-0.5%	30,637	0.4%	Consumer Staples
IBM International Business Machines	$4,263,270	$14,131 ▼	-0.3%	22,325	0.4%	Computer and Technology
KO Coca-Cola	$3,665,013	$194,860 ▼	-5.0%	59,905	0.3%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$3,641,459	$63,935 ▲	1.8%	14,011	0.3%	ETF
ADP Automatic Data Processing	$3,561,792	$25,973 ▼	-0.7%	14,262	0.3%	Business Services
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,414,554	$386,710 ▲	12.8%	43,928	0.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$3,374,616	$86,374 ▼	-2.5%	66,692	0.3%	ETF
ABT Abbott Laboratories	$3,356,722	$48,192 ▲	1.5%	29,533	0.3%	Medical
PG Procter & Gamble	$3,289,410	$487 ▲	0.0%	20,274	0.3%	Consumer Staples
SCHP Schwab U.S. TIPS ETF	$3,217,125	$127,792 ▼	-3.8%	61,678	0.3%	ETF
ABBV AbbVie	$3,088,402	$2,914 ▼	-0.1%	16,960	0.3%	Medical
CSCO Cisco Systems	$2,845,099	$92,233 ▼	-3.1%	57,005	0.3%	Computer and Technology
HD Home Depot	$2,755,439	$13,043 ▲	0.5%	7,183	0.3%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$2,628,106	$25,386 ▼	-1.0%	52,384	0.2%	ETF
VOE Vanguard Mid-Cap Value ETF	$2,475,384	$4,677 ▼	-0.2%	15,877	0.2%	ETF
LOW Lowe's Companies	$2,244,254	$50,948 ▼	-2.2%	8,810	0.2%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$2,106,787		0.0%	26,381	0.2%	Finance
VB Vanguard Small-Cap ETF	$2,090,227	$210,303 ▼	-9.1%	9,144	0.2%	ETF
ICLR ICON Public	$2,081,005	$5,376 ▼	-0.3%	6,194	0.2%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$1,784,039	$2,551 ▼	-0.1%	23,076	0.2%	ETF
AY Atlantica Sustainable Infrastructure	$1,655,476	$128,990 ▼	-7.2%	89,582	0.2%	Oils/Energy
FDX FedEx	$1,629,498	$28,974 ▼	-1.7%	5,624	0.1%	Transportation
BND Vanguard Total Bond Market ETF	$1,604,546	$72,775 ▲	4.8%	22,092	0.1%	ETF
GE General Electric	$1,528,142	$36,510 ▲	2.4%	8,706	0.1%	Transportation
IEFA iShares Core MSCI EAFE ETF	$1,514,387	$31,024 ▼	-2.0%	20,404	0.1%	ETF
VOT Vanguard Mid-Cap Growth ETF	$1,476,753	$122,847 ▼	-7.7%	6,263	0.1%	ETF
AXP American Express	$1,461,315	$48,953 ▼	-3.2%	6,418	0.1%	Finance
IWF iShares Russell 1000 Growth ETF	$1,430,778	$104,823 ▼	-6.8%	4,245	0.1%	ETF
EVR Evercore	$1,414,574	$173,331 ▼	-10.9%	7,345	0.1%	Finance
PFE Pfizer	$1,378,152	$198,774 ▼	-12.6%	49,663	0.1%	Medical
XYL Xylem	$1,240,924	$6,462 ▲	0.5%	9,602	0.1%	Industrial Products
MCD McDonald's	$1,229,367	$564 ▲	0.0%	4,360	0.1%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$1,211,935	$124,085 ▼	-9.3%	2,305	0.1%	ETF
MRK Merck & Co., Inc.	$1,210,949	$9,500 ▲	0.8%	9,178	0.1%	Medical
BLK BlackRock	$1,177,185	$40,851 ▼	-3.4%	1,412	0.1%	Finance
DOCU DocuSign	$1,161,448	$14,887 ▼	-1.3%	19,504	0.1%	Business Services
UNP Union Pacific	$1,124,010	$60,259 ▼	-5.1%	4,570	0.1%	Transportation
PEN Penumbra	$1,115,008		0.0%	4,996	0.1%	Medical
CVX Chevron	$1,110,806		0.0%	7,042	0.1%	Oils/Energy
CAT Caterpillar	$1,051,979	$151,330 ▼	-12.6%	2,871	0.1%	Industrial Products
RTX RTX	$1,026,895	$36,379 ▼	-3.4%	10,529	0.1%	Aerospace
EEM iShares MSCI Emerging Markets ETF	$1,018,949		0.0%	24,804	0.1%	Finance
EMR Emerson Electric	$1,015,790	$68,052 ▼	-6.3%	8,956	0.1%	Industrial Products
CSWI CSW Industrials	$1,008,780	$82,110 ▼	-7.5%	4,300	0.1%	Basic Materials
MCO Moody's	$1,004,192	$41,661 ▼	-4.0%	2,555	0.1%	Finance
INTC Intel	$966,833		0.0%	21,889	0.1%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$934,682		0.0%	3,585	0.1%	ETF
FNDA Schwab Fundamental U.S. Small Company Index ETF	$932,612	$74,139 ▼	-7.4%	16,353	0.1%	ETF
PPG PPG Industries	$924,463	$580 ▼	-0.1%	6,380	0.1%	Basic Materials
IJH iShares Core S&P Mid-Cap ETF	$923,102	$738,640 ▲	400.4%	15,198	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

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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