Washington Trust Advisors, Inc. Top Holdings and 13F Report (2023)

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About Washington Trust Advisors, Inc.

Investment Activity

Washington Trust Advisors, Inc. has $1.04 billion in total holdings as of June 30, 2023.
Washington Trust Advisors, Inc. owns shares of 666 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 0.72% of the portfolio was purchased this quarter.
About 3.36% of the portfolio was sold this quarter.
This quarter, Washington Trust Advisors, Inc. has purchased 674 new stocks and bought additional shares in 115 stocks.
Washington Trust Advisors, Inc. sold shares of 198 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

Apple: $65,227,410
Palo Alto Networks: $45,863,128
Quanta Services: $45,307,490
Visa: $40,134,504
Amazon.com: $35,851,460

Largest New Holdings this Quarter

Invesco NASDAQ 100 ETF: $441,407 Holding
Schwab Intermediate-Term U.S. Treasury ETF: $286,089 Holding
Dimensional Core Fixed Income ETF: $215,986 Holding
TransDigm Group: $194,228 Holding
SPROTT PHYSICAL GOLD & SILVE: $130,220 Holding

Largest Purchases this Quarter

Edwards Lifesciences: 24,142 shares (about $1.84M)
Penumbra: 2,925 shares (about $735.75K)
iShares Core S&P Mid-Cap ETF: 2,029 shares (about $562.39K)
iShares Core S&P Small-Cap ETF: 4,672 shares (about $505.76K)
Invesco NASDAQ 100 ETF: 2,619 shares (about $441.41K)

Largest Sales this Quarter

Globus Medical: 64,680 shares (about $3.45M)
Atlantica Sustainable Infrastructure: 110,756 shares (about $2.38M)
Illumina: 15,750 shares (about $2.19M)
Brookfield Renewable: 62,939 shares (about $1.81M)
iShares iBoxx $ High Yield Corporate Bond ETF: 18,795 shares (about $1.45M)

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	$65,227,410	$721,795 ▼	-1.1%	338,791	6.2%	Computer and Technology
PANW Palo Alto Networks	$45,863,128	$982,248 ▼	-2.1%	155,531	4.4%	Computer and Technology
PWR Quanta Services	$45,307,490	$400,094 ▼	-0.9%	209,951	4.3%	Construction
V Visa	$40,134,504	$508,984 ▼	-1.3%	154,156	3.8%	Business Services
AMZN Amazon.com	$35,851,460	$420,114 ▼	-1.2%	235,958	3.4%	Retail/Wholesale
GOOG Alphabet	$35,795,235	$484,940 ▼	-1.3%	253,993	3.4%	Computer and Technology
IQV IQVIA	$33,868,249	$295,935 ▼	-0.9%	146,375	3.2%	Medical
BKNG Booking	$31,474,484	$223,475 ▼	-0.7%	8,873	3.0%	Retail/Wholesale
META Meta Platforms	$31,162,977	$212,376 ▼	-0.7%	88,041	3.0%	Computer and Technology
DE Deere & Company	$29,175,838	$8,797 ▲	0.0%	72,963	2.8%	Industrial Products
GOOGL Alphabet	$29,066,417	$437,090 ▼	-1.5%	208,078	2.8%	Computer and Technology
REGN Regeneron Pharmaceuticals	$28,302,896	$325,846 ▼	-1.1%	32,225	2.7%	Medical
BDX Becton, Dickinson and Company	$23,464,737	$73,393 ▼	-0.3%	96,234	2.2%	Medical
RMD ResMed	$23,460,604	$46,617 ▼	-0.2%	136,383	2.2%	Medical
J Jacobs Solutions	$23,308,576	$153,943 ▼	-0.7%	179,573	2.2%	Business Services
PEP PepsiCo	$23,003,256	$101,734 ▼	-0.4%	135,441	2.2%	Consumer Staples
UBER Uber Technologies	$21,184,268	$353,535 ▼	-1.6%	344,068	2.0%	Computer and Technology
SBUX Starbucks	$19,765,246	$85,929 ▼	-0.4%	205,867	1.9%	Retail/Wholesale
APD Air Products and Chemicals	$18,937,104	$162,363 ▼	-0.9%	69,164	1.8%	Basic Materials
FNDX Schwab Fundamental U.S. Large Company Index ETF	$18,370,749	$1,287,301 ▼	-6.5%	296,589	1.8%	ETF
UPS United Parcel Service	$18,189,432	$203,771 ▼	-1.1%	115,686	1.7%	Transportation
ZBRA Zebra Technologies	$14,465,444	$396,055 ▼	-2.7%	52,923	1.4%	Industrial Products
NKE NIKE	$14,412,126	$71,873 ▼	-0.5%	132,745	1.4%	Consumer Discretionary
DIS Walt Disney	$13,936,134	$28,712 ▼	-0.2%	154,349	1.3%	Consumer Discretionary
AMT American Tower	$12,728,933	$73,615 ▼	-0.6%	58,963	1.2%	Finance
NVDA NVIDIA	$11,989,490	$33,676 ▲	0.3%	24,210	1.1%	Computer and Technology
SPLK Splunk	$11,708,669	$439,224 ▼	-3.6%	76,854	1.1%	Computer and Technology
APTV Aptiv	$11,229,087	$137,002 ▲	1.2%	125,157	1.1%	Business Services
PYPL PayPal	$10,583,769	$494,658 ▼	-4.5%	172,346	1.0%	Computer and Technology
INVH Invitation Homes	$9,974,037	$145,684 ▼	-1.4%	292,408	1.0%	Finance
BEPC Brookfield Renewable	$9,855,883	$1,812,014 ▼	-15.5%	342,337	0.9%	Oils/Energy
ECL Ecolab	$9,350,616	$3,174 ▲	0.0%	47,142	0.9%	Basic Materials
VOO Vanguard S&P 500 ETF	$9,317,808	$397,924 ▲	4.5%	21,332	0.9%	ETF
MSFT Microsoft	$9,185,865	$94,386 ▼	-1.0%	24,428	0.9%	Computer and Technology
XOM Exxon Mobil	$8,832,334	$68,586 ▼	-0.8%	88,341	0.8%	Oils/Energy
VEEV Veeva Systems	$8,367,305	$355,199 ▲	4.4%	43,462	0.8%	Computer and Technology
VUG Vanguard Growth ETF	$8,275,315	$1,065,697 ▼	-11.4%	26,619	0.8%	ETF
ISRG Intuitive Surgical	$7,760,563	$75,231 ▼	-1.0%	23,004	0.7%	Medical
JNJ Johnson & Johnson	$7,740,812	$18,182 ▼	-0.2%	49,386	0.7%	Medical
EW Edwards Lifesciences	$7,391,828	$1,840,828 ▲	33.2%	96,942	0.7%	Medical
FNDF Schwab Fundamental International Large Company Index ETF	$7,100,796	$374,402 ▼	-5.0%	210,519	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$7,090,374	$212,944 ▼	-2.9%	14,917	0.7%	Finance
SPHR Sphere Entertainment	$6,290,683	$25,402 ▲	0.4%	185,238	0.6%	Communication Services
VTV Vanguard Value ETF	$6,138,769	$1,169,539 ▼	-16.0%	41,062	0.6%	ETF
GMED Globus Medical	$5,641,919	$3,446,797 ▼	-37.9%	105,872	0.5%	Medical
CHWY Chewy	$5,519,850	$226,423 ▼	-3.9%	233,595	0.5%	Consumer Staples
JPM JPMorgan Chase & Co.	$5,467,706	$44,736 ▼	-0.8%	32,144	0.5%	Finance
KMI Kinder Morgan	$5,123,643	$24,996 ▼	-0.5%	290,456	0.5%	Oils/Energy
MTN Vail Resorts	$4,850,252	$4,483 ▲	0.1%	22,721	0.5%	Consumer Discretionary
WMT Walmart	$4,651,306	$8,986 ▼	-0.2%	29,504	0.4%	Retail/Wholesale
DEO Diageo	$4,484,423	$57,390 ▼	-1.3%	30,787	0.4%	Consumer Staples
KO Coca-Cola	$3,717,918	$65,590 ▼	-1.7%	63,090	0.4%	Consumer Staples
IBM International Business Machines	$3,663,432		0.0%	22,399	0.4%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$3,491,769	$1,314,793 ▼	-27.4%	68,399	0.3%	ETF
SCHP Schwab U.S. TIPS ETF	$3,347,482	$514,066 ▼	-13.3%	64,128	0.3%	ETF
ADP Automatic Data Processing	$3,346,848		0.0%	14,366	0.3%	Business Services
VTI Vanguard Total Stock Market ETF	$3,265,334	$474 ▼	0.0%	13,765	0.3%	ETF
ABT Abbott Laboratories	$3,204,029		0.0%	29,109	0.3%	Medical
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,014,603	$1,454,560 ▼	-32.5%	38,953	0.3%	ETF
CSCO Cisco Systems	$2,973,233	$22,784 ▲	0.8%	58,853	0.3%	Computer and Technology
PG Procter & Gamble	$2,970,471	$12,602 ▼	-0.4%	20,271	0.3%	Consumer Staples
ABBV AbbVie	$2,630,759	$31,459 ▲	1.2%	16,976	0.3%	Medical
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$2,533,431	$293,196 ▼	-10.4%	52,890	0.2%	ETF
HD Home Depot	$2,477,523	$29,804 ▼	-1.2%	7,149	0.2%	Retail/Wholesale
VOE Vanguard Mid-Cap Value ETF	$2,306,675	$20,301 ▼	-0.9%	15,907	0.2%	ETF
VB Vanguard Small-Cap ETF	$2,146,954	$25,600 ▼	-1.2%	10,064	0.2%	ETF
AY Atlantica Sustainable Infrastructure	$2,076,083	$2,381,254 ▼	-53.4%	96,562	0.2%	Oils/Energy
LOW Lowe's Companies	$2,005,211	$9,792 ▼	-0.5%	9,010	0.2%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$1,987,809	$209,021 ▼	-9.5%	26,381	0.2%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$1,787,980	$151,029 ▼	-7.8%	23,109	0.2%	ETF
ICLR ICON Public	$1,757,866		0.0%	6,210	0.2%	Medical
MSGE Madison Square Garden Entertainment	$1,651,777	$956,943 ▼	-36.7%	51,959	0.2%	Consumer Discretionary
PFE Pfizer	$1,636,025	$17,216 ▲	1.1%	56,826	0.2%	Medical
BND Vanguard Total Bond Market ETF	$1,551,161	$104,514 ▼	-6.3%	21,090	0.1%	ETF
VOT Vanguard Mid-Cap Growth ETF	$1,489,563	$70,043 ▼	-4.5%	6,784	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,464,830	$15,477 ▼	-1.0%	20,822	0.1%	ETF
FDX FedEx	$1,448,001		0.0%	5,724	0.1%	Transportation
EVR Evercore	$1,410,308	$21,381 ▼	-1.5%	8,245	0.1%	Finance
IWF iShares Russell 1000 Growth ETF	$1,381,243	$8,489 ▼	-0.6%	4,556	0.1%	ETF
MCD McDonald's	$1,292,259		0.0%	4,358	0.1%	Retail/Wholesale
PEN Penumbra	$1,256,694	$735,755 ▲	141.2%	4,996	0.1%	Medical
AXP American Express	$1,242,627	$23,043 ▼	-1.8%	6,633	0.1%	Finance
IVV iShares Core S&P 500 ETF	$1,213,774	$1,911 ▼	-0.2%	2,541	0.1%	ETF
BLK BlackRock	$1,186,040	$24,354 ▼	-2.0%	1,461	0.1%	Finance
UNP Union Pacific	$1,182,777	$46,427 ▲	4.1%	4,815	0.1%	Transportation
DOCU DocuSign	$1,174,361	$398,251 ▼	-25.3%	19,754	0.1%	Business Services
INTC Intel	$1,099,916		0.0%	21,889	0.1%	Computer and Technology
XYL Xylem	$1,092,367		0.0%	9,552	0.1%	Industrial Products
GE General Electric	$1,084,601	$30,121 ▼	-2.7%	8,498	0.1%	Transportation
CVX Chevron	$1,050,385	$53,548 ▼	-4.9%	7,042	0.1%	Oils/Energy
MCO Moody's	$1,039,238	$3,905 ▼	-0.4%	2,661	0.1%	Finance
EEM iShares MSCI Emerging Markets ETF	$997,369	$72,378 ▼	-6.8%	24,804	0.1%	Finance
MRK Merck & Co., Inc.	$992,704	$74,458 ▼	-7.0%	9,106	0.1%	Medical
FNDA Schwab Fundamental U.S. Small Company Index ETF	$977,094	$36,697 ▼	-3.6%	17,653	0.1%	ETF
CAT Caterpillar	$970,947	$15,374 ▲	1.6%	3,284	0.1%	Industrial Products
CSWI CSW Industrials	$964,457	$51,853 ▼	-5.1%	4,650	0.1%	Basic Materials
ILMN Illumina	$955,326	$2,193,031 ▼	-69.7%	6,861	0.1%	Medical
PPG PPG Industries	$954,728		0.0%	6,384	0.1%	Basic Materials
EMR Emerson Electric	$930,087	$53,629 ▼	-5.5%	9,556	0.1%	Industrial Products
DDD 3D Systems	$927,608	$194,869 ▼	-17.4%	146,080	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Washington Trust Advisors, Inc. Top Holdings and 13F Report (2023)

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

About MarketBeat

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Washington Trust Advisors, Inc. Top Holdings and 13F Report (2023)

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