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

About Washington Trust Advisors, Inc.

Investment Activity

Washington Trust Advisors, Inc. has $1.23 billion in total holdings as of June 30, 2025.
Washington Trust Advisors, Inc. owns shares of 635 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 0.75% of the portfolio was purchased this quarter.
About 1.27% of the portfolio was sold this quarter.
This quarter, Washington Trust Advisors, Inc. has purchased 642 new stocks and bought additional shares in 152 stocks.
Washington Trust Advisors, Inc. sold shares of 146 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Quanta Services: $70,924,208
Apple: $61,719,658
Meta Platforms: $56,747,005
Palo Alto Networks: $51,121,733
Visa: $50,950,845

Largest New Holdings this Quarter

921937827 - Vanguard Short-Term Bond ETF: $555,858 Holding
14020W106 - Capital Group Dividend Value ETF: $29,499 Holding
H5919C104 - ON: $29,356 Holding
64110D104 - NetApp: $15,983 Holding
00846U101 - Agilent Technologies: $13,925 Holding

Largest Purchases this Quarter

Align Technology: 11,709 shares (about $2.22M)
Alexandria Real Estate Equities: 14,172 shares (about $1.03M)
Docusign: 7,797 shares (about $607.31K)
NVIDIA: 3,832 shares (about $605.42K)
Vanguard Short-Term Bond ETF: 7,063 shares (about $555.86K)

Largest Sales this Quarter

PayPal: 34,280 shares (about $2.55M)
Alphabet: 5,938 shares (about $1.05M)
Meta Platforms: 1,410 shares (about $1.04M)
Amentum Holdings: 43,467 shares (about $1.03M)
Uber Technologies: 10,437 shares (about $973.77K)

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
PWR Quanta Services	$70,924,208	$242,350 ▼	-0.3%	187,590	5.8%	Construction
AAPL Apple	$61,719,658	$579,195 ▼	-0.9%	300,822	5.0%	Computer and Technology
META Meta Platforms	$56,747,005	$1,040,701 ▼	-1.8%	76,884	4.6%	Computer and Technology
PANW Palo Alto Networks	$51,121,733	$126,263 ▼	-0.2%	249,813	4.1%	Computer and Technology
V Visa	$50,950,845	$353,631 ▼	-0.7%	143,503	4.1%	Business Services
AMZN Amazon.com	$48,237,718	$100,261 ▼	-0.2%	219,872	3.9%	Retail/Wholesale
BKNG Booking	$46,683,894	$277,880 ▼	-0.6%	8,064	3.8%	Retail/Wholesale
GOOG Alphabet	$39,260,990	$972,451 ▼	-2.4%	221,326	3.2%	Computer and Technology
BRK.B Berkshire Hathaway	$37,821,566	$132,615 ▼	-0.3%	77,859	3.1%	Finance
DE Deere & Company	$34,859,687	$48,815 ▼	-0.1%	68,555	2.8%	Industrials
RMD ResMed	$33,017,034	$88,236 ▼	-0.3%	127,973	2.7%	Medical
NVDA NVIDIA	$30,529,040	$605,418 ▲	2.0%	193,234	2.5%	Computer and Technology
GOOGL Alphabet	$30,439,856	$1,046,454 ▼	-3.3%	172,728	2.5%	Computer and Technology
UBER Uber Technologies	$28,456,127	$973,772 ▼	-3.3%	304,996	2.3%	Computer and Technology
MSFT Microsoft	$23,861,201	$254,176 ▲	1.1%	47,971	1.9%	Computer and Technology
J Jacobs Solutions	$21,924,808	$83,076 ▼	-0.4%	166,792	1.8%	Business Services
IQV IQVIA	$21,519,072	$16,862 ▲	0.1%	136,551	1.7%	Medical
FNDX Schwab Fundamental U.S. Large Company ETF	$19,132,076	$80,467 ▼	-0.4%	779,628	1.6%	ETF
APD Air Products and Chemicals	$18,985,740	$72,207 ▼	-0.4%	67,311	1.5%	Basic Materials
DIS Walt Disney	$17,969,151	$217,761 ▼	-1.2%	144,901	1.5%	Consumer Discretionary
SBUX Starbucks	$17,165,415	$117,653 ▼	-0.7%	187,334	1.4%	Retail/Wholesale
PEP PepsiCo	$16,819,929	$69,717 ▼	-0.4%	127,385	1.4%	Consumer Staples
BDX Becton, Dickinson and Company	$16,527,215	$3,617 ▲	0.0%	95,949	1.3%	Medical
REGN Regeneron Pharmaceuticals	$15,729,525	$228,375 ▲	1.5%	29,961	1.3%	Medical
ZBRA Zebra Technologies	$15,399,807	$76,165 ▲	0.5%	49,941	1.3%	Industrials
Brookfield Renewable Corp	$13,972,508	$15,931 ▲	0.1%	426,251	1.1%	Stock
VOO Vanguard S&P 500 ETF	$13,517,233	$239,138 ▲	1.8%	23,797	1.1%	ETF
SNOW Snowflake	$13,008,421	$164,247 ▲	1.3%	58,133	1.1%	Computer and Technology
VEEV Veeva Systems	$12,975,515	$126,999 ▼	-1.0%	45,057	1.1%	Medical
AMT American Tower	$12,093,773	$2,873 ▼	0.0%	54,718	1.0%	Finance
CHWY Chewy	$11,894,731	$32,434 ▼	-0.3%	279,088	1.0%	Retail/Wholesale
ECL Ecolab	$11,509,198	$25,058 ▼	-0.2%	42,715	0.9%	Basic Materials
ISRG Intuitive Surgical	$9,747,787	$13,585 ▲	0.1%	17,938	0.8%	Medical
VUG Vanguard Growth ETF	$9,444,451	$20,605 ▼	-0.2%	21,543	0.8%	ETF
JPM JPMorgan Chase & Co.	$9,082,318	$83,494 ▼	-0.9%	31,328	0.7%	Finance
NKE NIKE	$9,027,479	$317,549 ▼	-3.4%	127,076	0.7%	Consumer Discretionary
XOM Exxon Mobil	$8,955,054	$224,547 ▼	-2.4%	83,071	0.7%	Energy
EW Edwards Lifesciences	$8,834,758	$5,709 ▲	0.1%	112,962	0.7%	Medical
INVH Invitation Home	$8,782,200	$54,153 ▼	-0.6%	267,750	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$8,417,730	$193,390 ▲	2.4%	13,624	0.7%	Finance
WMT Walmart	$8,332,616	$7,333 ▲	0.1%	85,218	0.7%	Retail/Wholesale
XYL Xylem	$8,281,239	$135,440 ▲	1.7%	64,017	0.7%	Business Services
PYPL PayPal	$8,198,685	$2,547,690 ▼	-23.7%	110,316	0.7%	Business Services
SPHR Sphere Entertainment	$8,044,159	$19,562 ▼	-0.2%	192,444	0.7%	Consumer Discretionary
FNDF Schwab Fundamental International Equity ETF	$7,389,733	$61,391 ▲	0.8%	184,651	0.6%	ETF
ARE Alexandria Real Estate Equities	$7,175,263	$1,029,312 ▲	16.7%	98,792	0.6%	Finance
JNJ Johnson & Johnson	$6,981,640	$32,078 ▼	-0.5%	45,706	0.6%	Medical
IBM International Business Machines	$6,422,211	$17,982 ▼	-0.3%	21,786	0.5%	Computer and Technology
KMI Kinder Morgan	$5,948,951	$42,953 ▼	-0.7%	202,345	0.5%	Energy
VTV Vanguard Value ETF	$5,723,195	$63,450 ▲	1.1%	32,382	0.5%	ETF
PEN Penumbra	$5,334,238	$28,229 ▲	0.5%	20,786	0.4%	Medical
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$4,955,248	$227,192 ▲	4.8%	61,441	0.4%	ETF
ADP Automatic Data Processing	$4,048,675	$1,542 ▼	0.0%	13,128	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$4,045,004	$15,196 ▲	0.4%	13,309	0.3%	ETF
CSCO Cisco Systems	$3,749,890	$33,372 ▼	-0.9%	54,049	0.3%	Computer and Technology
ABT Abbott Laboratories	$3,671,182	$8,161 ▼	-0.2%	26,992	0.3%	Medical
BRK.A Berkshire Hathaway	$3,644,000		0.0%	5	0.3%	Finance
KO CocaCola	$3,636,790	$172,631 ▼	-4.5%	51,403	0.3%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$3,391,867	$22,291 ▼	-0.7%	59,496	0.3%	ETF
ABBV AbbVie	$3,161,836	$25,801 ▼	-0.8%	17,034	0.3%	Medical
PG Procter & Gamble	$2,921,723	$9,559 ▲	0.3%	18,339	0.2%	Consumer Staples
SCHP Schwab U.S. TIPS ETF	$2,827,973	$8,804 ▲	0.3%	105,996	0.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,814,077	$47,706 ▲	1.7%	57,395	0.2%	ETF
DEO Diageo	$2,755,430	$101,848 ▼	-3.6%	27,325	0.2%	Consumer Staples
HD Home Depot	$2,559,919	$1,467 ▲	0.1%	6,982	0.2%	Retail/Wholesale
ETN Eaton	$2,543,606	$125,306 ▲	5.2%	7,125	0.2%	Industrials
MTN Vail Resorts	$2,533,878	$79,508 ▼	-3.0%	16,126	0.2%	Consumer Discretionary
VOE Vanguard Mid-Cap Value ETF	$2,507,028	$49,174 ▲	2.0%	15,244	0.2%	ETF
VB Vanguard Small-Cap ETF	$2,485,683	$27,727 ▼	-1.1%	10,489	0.2%	ETF
ALGN Align Technology	$2,445,008	$2,216,865 ▲	971.7%	12,914	0.2%	Medical
UPS United Parcel Service	$2,210,187	$40,174 ▼	-1.8%	21,896	0.2%	Transportation
EFA iShares MSCI EAFE ETF	$2,025,577		0.0%	22,660	0.2%	Finance
GE GE Aerospace	$1,995,270	$142,335 ▼	-6.7%	7,752	0.2%	Aerospace
BND Vanguard Total Bond Market ETF	$1,960,793	$22,237 ▼	-1.1%	26,630	0.2%	ETF
DOCU Docusign	$1,932,451	$607,308 ▲	45.8%	24,810	0.2%	Computer and Technology
EVR Evercore	$1,902,291		0.0%	7,045	0.2%	Finance
VOT Vanguard Mid-Cap Growth ETF	$1,898,303	$57,162 ▲	3.1%	6,675	0.2%	ETF
AXP American Express	$1,868,266	$31,898 ▼	-1.7%	5,857	0.2%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$1,684,375	$7,950 ▲	0.5%	21,187	0.1%	ETF
LOW Lowe's Companies	$1,519,616		0.0%	6,849	0.1%	Retail/Wholesale
RTX RTX	$1,508,094	$8,469 ▲	0.6%	10,328	0.1%	Aerospace
BlackRock	$1,442,719	$124,861 ▼	-8.0%	1,375	0.1%	Stock
IWF iShares Russell 1000 Growth ETF	$1,414,870	$470,066 ▼	-24.9%	3,332	0.1%	ETF
GMED Globus Medical	$1,407,037	$194,530 ▼	-12.1%	23,840	0.1%	Medical
IVV iShares Core S&P 500 ETF	$1,375,288	$88,167 ▼	-6.0%	2,215	0.1%	ETF
DFAU Dimensional US Core Equity Market ETF	$1,346,074	$136,187 ▼	-9.2%	31,777	0.1%	ETF
BN Brookfield	$1,325,631	$7,731 ▼	-0.6%	21,433	0.1%	Finance
GE Vernova	$1,292,042	$113,226 ▲	9.6%	2,442	0.1%	Stock
MCO Moody's	$1,281,562		0.0%	2,555	0.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$1,244,854	$212,290 ▼	-14.6%	14,912	0.1%	ETF
MCD McDonald's	$1,223,608		0.0%	4,188	0.1%	Retail/Wholesale
EEM iShares MSCI Emerging Markets ETF	$1,188,971		0.0%	24,647	0.1%	Finance
FDX FedEx	$1,176,557	$14,775 ▼	-1.2%	5,176	0.1%	Transportation
CSW Industrials	$1,176,003		0.0%	4,100	0.1%	Stock
SCHD Schwab US Dividend Equity ETF	$1,114,007	$251,220 ▲	29.1%	42,038	0.1%	ETF
TMO Thermo Fisher Scientific	$1,099,202	$17,840 ▲	1.6%	2,711	0.1%	Medical
UNP Union Pacific	$1,096,791	$13,575 ▲	1.3%	4,767	0.1%	Transportation
PFE Pfizer	$1,084,016	$68,284 ▼	-5.9%	44,720	0.1%	Medical
CAT Caterpillar	$1,046,570	$11,646 ▼	-1.1%	2,696	0.1%	Industrials
VBK Vanguard Small-Cap Growth ETF	$1,042,956	$5,262 ▼	-0.5%	3,766	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