Washington Trust Advisors
Latest statistics and disclosures from Washington Trust Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, PWR, META, GOOG, PANW, and represent 23.22% of Washington Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTEB (+$5.8M), ASML, DFNM, DUHP, DFAE, DFUS, DFIV, OUNZ, DIHP, EW.
- Started 80 new stock positions in BMI, FBK, APH, GLIBK, BNDX, IWB, DISV, SUSA, DFNM, EXC.
- Reduced shares in these 10 stocks: PWR (-$5.5M), GOOGL, BKNG, AAPL, META, AMZN, RMD, SPHR, DEO, UBER.
- Sold out of its positions in ATS, AVTR, BBY, CMRC, BMRN, CTAS, COTY, Couchbase, CYRX, CGEM.
- Washington Trust Advisors was a net buyer of stock by $9.9M.
- Washington Trust Advisors has $1.3B in assets under management (AUM), dropping by 6.92%.
- Central Index Key (CIK): 0001900099
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Portfolio Holdings for Washington Trust Advisors
Washington Trust Advisors holds 688 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Washington Trust Advisors has 688 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Washington Trust Advisors Sept. 30, 2025 positions
- Download the Washington Trust Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 5.7 | $75M | -2% | 294k | 254.63 |
|
| Quanta Services Stock (PWR) | 5.5 | $72M | -7% | 174k | 414.42 |
|
| Meta Platforms Stock (META) | 4.2 | $55M | -2% | 75k | 734.38 |
|
| Alphabet Cl C Stock (GOOG) | 4.0 | $53M | 218k | 243.55 |
|
|
| Palo Alto Networks Stock (PANW) | 3.8 | $50M | 248k | 203.62 |
|
|
| Visa Stock (V) | 3.7 | $48M | 141k | 341.36 |
|
|
| Amazon Stock (AMZN) | 3.6 | $47M | -2% | 214k | 219.57 |
|
| Booking Holdings Stock (BKNG) | 3.3 | $44M | -3% | 7.8k | 5618.29 |
|
| Alphabet Cl A Stock (GOOGL) | 3.0 | $40M | -5% | 162k | 243.10 |
|
| Berkshire Hathaway B Stock (BRK.B) | 2.9 | $38M | 76k | 502.74 |
|
|
| Nvidia Stock (NVDA) | 2.7 | $35M | 189k | 186.58 |
|
|
| ResMed Stock (RMD) | 2.6 | $34M | -3% | 124k | 273.73 |
|
| Deere & Co Stock (DE) | 2.3 | $31M | -2% | 67k | 457.26 |
|
| Uber Technologies Stock (UBER) | 2.2 | $29M | -2% | 296k | 97.97 |
|
| IQVIA Holdings Stock (IQV) | 1.9 | $25M | -2% | 134k | 189.94 |
|
| Jacobs Solutions Stock (J) | 1.9 | $25M | 164k | 149.86 |
|
|
| Microsoft Stock (MSFT) | 1.9 | $24M | 47k | 517.95 |
|
|
| Schwab Fundamental U.S. Large Company ETF Etf (FNDX) | 1.5 | $20M | -2% | 758k | 26.30 |
|
| Becton Dickinson Stock (BDX) | 1.4 | $18M | 96k | 187.17 |
|
|
| Air Products Stock (APD) | 1.4 | $18M | -2% | 66k | 272.72 |
|
| PepsiCo Stock (PEP) | 1.3 | $17M | -2% | 125k | 139.77 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 1.3 | $17M | 30k | 562.27 |
|
|
| Walt Disney Company Stock (DIS) | 1.2 | $16M | -2% | 141k | 114.50 |
|
| Starbucks Stock (SBUX) | 1.2 | $15M | -2% | 182k | 84.60 |
|
| Vanguard S&P 500 Index Fd ETF Etf (VOO) | 1.1 | $15M | +3% | 25k | 612.39 |
|
| Zebra Tech Stock (ZBRA) | 1.1 | $15M | -2% | 49k | 297.16 |
|
| Brookfield Renewable Corp Stock (BEPC) | 1.1 | $14M | -3% | 413k | 34.42 |
|
| Veeva Systems Stock (VEEV) | 1.0 | $13M | 45k | 297.91 |
|
|
| Snowflake Stock (SNOW) | 1.0 | $13M | -2% | 57k | 225.55 |
|
| Ecolab Stock (ECL) | 0.9 | $12M | 43k | 273.97 |
|
|
| Chewy Stock (CHWY) | 0.9 | $12M | +2% | 287k | 40.45 |
|
| Sphere Entertainment Stock (SPHR) | 0.8 | $11M | -7% | 179k | 62.12 |
|
| American Tower Reit (AMT) | 0.8 | $11M | 55k | 192.32 |
|
|
| Vanguard Growth ETF Etf (VUG) | 0.8 | $10M | 21k | 479.62 |
|
|
| Edwards Lifesciences Stock (EW) | 0.8 | $10M | +15% | 131k | 77.77 |
|
| JP Morgan Chase Stock (JPM) | 0.7 | $9.7M | 31k | 315.43 |
|
|
| Xylem Stock (XYL) | 0.7 | $9.6M | 65k | 147.50 |
|
|
| SPDR Tr Etf (SPY) | 0.7 | $9.2M | 14k | 666.20 |
|
|
| Exxon Mobil Stock (XOM) | 0.7 | $9.1M | -2% | 81k | 112.75 |
|
| Nike Stock (NKE) | 0.7 | $8.7M | 125k | 69.73 |
|
|
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.7 | $8.7M | +202% | 174k | 50.07 |
|
| WalMart Stock (WMT) | 0.7 | $8.6M | 84k | 103.06 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.7 | $8.6M | 46k | 185.42 |
|
|
| Alexandria Real Estate Equities Reit (ARE) | 0.6 | $8.5M | +3% | 102k | 83.34 |
|
| Schwab Fundamental International Equity ETF Etf (FNDF) | 0.6 | $8.1M | +2% | 189k | 42.96 |
|
| Intuitive Surgical Stock (ISRG) | 0.6 | $7.9M | 18k | 447.30 |
|
|
| Invitation Homes Reit (INVH) | 0.6 | $7.7M | 264k | 29.33 |
|
|
| PayPal Stock (PYPL) | 0.5 | $6.8M | -7% | 102k | 67.06 |
|
| Vanguard Value Index Etf (VTV) | 0.5 | $6.3M | +3% | 34k | 186.49 |
|
| Ibm Stock (IBM) | 0.5 | $6.2M | 22k | 282.16 |
|
|
| Kinder Morgan Stock (KMI) | 0.4 | $5.6M | 199k | 28.31 |
|
|
| Penumbra Stock (PEN) | 0.4 | $5.2M | -2% | 20k | 254.95 |
|
| iShares IBOXX High Yield Bond Index Etf (HYG) | 0.4 | $5.1M | +2% | 63k | 81.19 |
|
| ASML Holding NV Adr (ASML) | 0.4 | $4.7M | +12610% | 5.0k | 955.68 |
|
| Vanguard Total Stock VIPERS Etf (VTI) | 0.3 | $4.3M | -2% | 13k | 328.17 |
|
| Dimensional National Municipal Bond Etf Etf (DFNM) | 0.3 | $3.9M | NEW | 82k | 47.98 |
|
| AbbVie Stock (ABBV) | 0.3 | $3.9M | 17k | 231.54 |
|
|
| Automatic Data Stock (ADP) | 0.3 | $3.9M | 13k | 293.50 |
|
|
| Berkshire Hathaway A Stock (BRK.A) | 0.3 | $3.8M | 5.00 | 754200.00 |
|
|
| Cisco Systems Stock (CSCO) | 0.3 | $3.7M | 54k | 68.42 |
|
|
| Abbott Labs Stock (ABT) | 0.3 | $3.6M | 27k | 133.94 |
|
|
| Vanguard FTSE Dev Markets Etf (VEA) | 0.3 | $3.6M | 60k | 59.92 |
|
|
| Coca Cola Stock (KO) | 0.3 | $3.4M | 51k | 66.32 |
|
|
| Home Depot Stock (HD) | 0.2 | $2.8M | 7.0k | 405.19 |
|
|
| Schwab US TIPS ETF Etf (SCHP) | 0.2 | $2.7M | -3% | 102k | 26.95 |
|
| DFA US Core Equity ETF Etf (DFAU) | 0.2 | $2.7M | +88% | 60k | 45.76 |
|
| Proctor & Gamble Stock (PG) | 0.2 | $2.7M | -3% | 18k | 153.67 |
|
| Vanguard Mid-Cap Value ETF Etf (VOE) | 0.2 | $2.7M | 16k | 174.58 |
|
|
| Eaton Stock (ETN) | 0.2 | $2.7M | 7.2k | 373.78 |
|
|
| Vanguard Small-Cap ETF Etf (VB) | 0.2 | $2.7M | 11k | 254.28 |
|
|
| Dimensional Us High Profitability Etf Etf (DUHP) | 0.2 | $2.4M | NEW | 64k | 37.77 |
|
| Evercore Partners Stock (EVR) | 0.2 | $2.4M | 7.0k | 337.32 |
|
|
| DFA Tax Managed US Equity Etf (DFUS) | 0.2 | $2.3M | +521% | 32k | 72.44 |
|
| GE Aerospace Stock (GE) | 0.2 | $2.3M | 7.6k | 300.82 |
|
|
| DFA Emerging Core Equity Market ETF Etf (DFAE) | 0.2 | $2.2M | +1806% | 71k | 31.53 |
|
| iShares MSCI EAFE Etf (EFA) | 0.2 | $2.1M | 23k | 93.37 |
|
|
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.2 | $2.0M | +2% | 6.8k | 293.79 |
|
| Vanguard Total Bond Market ETF Etf (BND) | 0.2 | $2.0M | 27k | 74.37 |
|
|
| American Express Stock (AXP) | 0.1 | $2.0M | 5.9k | 332.16 |
|
|
| DocuSign Stock (DOCU) | 0.1 | $1.8M | +3% | 26k | 72.09 |
|
| United Parcel Service Stock (UPS) | 0.1 | $1.8M | 22k | 83.53 |
|
|
| Diageo Adr (DEO) | 0.1 | $1.7M | -32% | 18k | 95.42 |
|
| Dimensional International Value Etf Etf (DFIV) | 0.1 | $1.7M | NEW | 38k | 46.12 |
|
| Lowe's Stock (LOW) | 0.1 | $1.7M | 6.8k | 251.32 |
|
|
| Raytheon Technologies Stock (RTX) | 0.1 | $1.7M | 10k | 167.33 |
|
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| Align Technology Stock (ALGN) | 0.1 | $1.7M | +2% | 13k | 125.22 |
|
| Vaneck Merk Gold Etf Etf (OUNZ) | 0.1 | $1.6M | NEW | 43k | 37.19 |
|
| Vail Resorts Stock (MTN) | 0.1 | $1.6M | -33% | 11k | 149.57 |
|
| BlackRock Stock (BLK) | 0.1 | $1.6M | 1.4k | 1165.86 |
|
|
| iShares Russell Growth Etf (IWF) | 0.1 | $1.5M | 3.3k | 468.38 |
|
|
| Vanguard Short Term Corp Bond Index Etf (VCSH) | 0.1 | $1.5M | -8% | 19k | 79.93 |
|
| DFA Core Fixed Income ETF Etf (DFCF) | 0.1 | $1.5M | +112% | 36k | 42.76 |
|
| iShares S&P 500 Etf (IVV) | 0.1 | $1.5M | 2.3k | 669.28 |
|
|
| Dimensional International High Profitability Etf Etf (DIHP) | 0.1 | $1.5M | NEW | 49k | 30.40 |
|
| Brookfield Corp Stock (BN) | 0.1 | $1.5M | 21k | 68.58 |
|
|
| GE Vernova Stock (GEV) | 0.1 | $1.4M | -4% | 2.3k | 614.90 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.4M | +6% | 2.9k | 485.02 |
|
| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $1.3M | +2% | 25k | 53.40 |
|
| Caterpillar Stock (CAT) | 0.1 | $1.3M | +3% | 2.8k | 477.07 |
|
| Tesla Stock (TSLA) | 0.1 | $1.3M | +9% | 3.0k | 444.72 |
|
| iShares Core MSCI EAFE Etf (IEFA) | 0.1 | $1.3M | 15k | 87.31 |
|
|
| Globus Medical Stock (GMED) | 0.1 | $1.3M | -4% | 23k | 57.27 |
|
| DFA International Core Equity Market ETF Etf (DFAI) | 0.1 | $1.3M | +157% | 36k | 36.35 |
|
| Moody's Stock (MCO) | 0.1 | $1.3M | +4% | 2.7k | 476.88 |
|
| McDonald's Stock (MCD) | 0.1 | $1.3M | 4.2k | 303.89 |
|
|
| FedEx Stock (FDX) | 0.1 | $1.2M | -2% | 5.1k | 235.81 |
|
| Dimensional U.S. Small Cap ETF Etf (DFAS) | 0.1 | $1.2M | +305% | 17k | 68.46 |
|
| Oracle Stock (ORCL) | 0.1 | $1.2M | +74% | 4.2k | 281.24 |
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $1.2M | 43k | 27.30 |
|
|
| iShares Core S&P Mid Cap Etf (IJH) | 0.1 | $1.1M | +5% | 18k | 65.26 |
|
| Pfizer Stock (PFE) | 0.1 | $1.1M | 45k | 25.48 |
|
|
| Vanguard Small-Cap Growth ETF Etf (VBK) | 0.1 | $1.1M | 3.8k | 297.63 |
|
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| Union Pacific Stock (UNP) | 0.1 | $1.1M | -3% | 4.6k | 236.38 |
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| Icon Stock (ICLR) | 0.1 | $1.1M | 6.1k | 176.95 |
|
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| Chipotle Mexican Grill Stock (CMG) | 0.1 | $1.0M | +924% | 27k | 39.19 |
|
| Emerson Electric Stock (EMR) | 0.1 | $1.0M | 7.8k | 131.18 |
|
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| CSW Industrials Stock (CSW) | 0.1 | $995k | 4.1k | 242.75 |
|
|
| Dimensional Short-Duration Fixed Income ETF Etf (DFSD) | 0.1 | $966k | +298% | 20k | 48.19 |
|
| Vanguard Emerging Markets Etf (VWO) | 0.1 | $910k | -2% | 17k | 54.18 |
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| Aptiv Stock (APTV) | 0.1 | $809k | -16% | 9.4k | 86.22 |
|
| Philip Morris Int'l Stock (PM) | 0.1 | $795k | -7% | 4.9k | 162.20 |
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| Schwab Fundamental U.S. Small Company ETF Etf (FNDA) | 0.1 | $787k | 25k | 31.16 |
|
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| iShares iBonds Dec 2025 Term Treasury ETF Etf (IBTF) | 0.1 | $787k | -6% | 34k | 23.36 |
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| Broadcom Stock (AVGO) | 0.1 | $780k | 2.4k | 329.91 |
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| Lilly Stock (LLY) | 0.1 | $767k | -11% | 1.0k | 762.63 |
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| DFA Tax Advantaged US Core Equity 2 Etf (DFAC) | 0.1 | $753k | +34% | 20k | 38.57 |
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| Merck Stock (MRK) | 0.1 | $751k | 8.9k | 83.93 |
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| Costco Companies Stock (COST) | 0.1 | $748k | +6% | 808.00 | 925.63 |
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| iShares S&P Small Cap 600 Etf (IJR) | 0.1 | $723k | 6.1k | 118.83 |
|
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| Goldman Sachs Stock (GS) | 0.1 | $710k | -7% | 892.00 | 796.35 |
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| Equinix Reit (EQIX) | 0.1 | $708k | +2% | 892.00 | 793.17 |
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| ARM Holdings Adr (ARM) | 0.1 | $707k | 5.0k | 141.49 |
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| iShares Core MSCI Emerging Markets Etf (IEMG) | 0.1 | $698k | +2% | 11k | 65.92 |
|
| Prologis Reit (PLD) | 0.1 | $687k | -12% | 6.0k | 114.52 |
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| PPG Stock (PPG) | 0.1 | $665k | 6.3k | 105.11 |
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| Itt Stock (ITT) | 0.1 | $662k | 3.7k | 178.76 |
|
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| Dimensional Us Large Cap Value Etf Etf (DFLV) | 0.0 | $657k | NEW | 20k | 32.90 |
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.0 | $656k | +7% | 3.2k | 203.59 |
|
| Invesco Nasdaq 100 ETF Etf (QQQM) | 0.0 | $647k | 2.6k | 247.12 |
|
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| Dimensional International Small Cap Etf Etf (DFIS) | 0.0 | $637k | NEW | 20k | 31.63 |
|
| Netflix Stock (NFLX) | 0.0 | $611k | +5% | 510.00 | 1198.17 |
|
| DFA Tax-Managed US Marketwide Value Etf (DFUV) | 0.0 | $609k | +110% | 14k | 44.69 |
|
| ChevronTexaco Stock (CVX) | 0.0 | $578k | -40% | 3.7k | 155.29 |
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| Vanguard Short Term Bond Index Etf (BSV) | 0.0 | $566k | 7.2k | 78.91 |
|
|
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Etf (GSLC) | 0.0 | $556k | -20% | 4.3k | 130.28 |
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| Palantir Technologies Stock (PLTR) | 0.0 | $548k | 3.0k | 182.56 |
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| NBT Bancorp Stock (NBTB) | 0.0 | $542k | 13k | 41.76 |
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| Nextera Energy Stock (NEE) | 0.0 | $527k | +4% | 7.0k | 75.49 |
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| Schlumberger Stock (SLB) | 0.0 | $515k | 15k | 34.37 |
|
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| Schwab International Equity ETF Etf (SCHF) | 0.0 | $494k | 21k | 23.28 |
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| Equifax Stock (EFX) | 0.0 | $482k | 1.9k | 256.53 |
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| iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG) | 0.0 | $478k | -7% | 21k | 22.95 |
|
| SPDR Gold Trust Etf (GLD) | 0.0 | $474k | +2% | 1.3k | 355.47 |
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| At&t Stock (T) | 0.0 | $465k | -3% | 17k | 28.24 |
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| Vanguard Mid Cap Index Fund ETF Etf (VO) | 0.0 | $452k | +17% | 1.5k | 293.78 |
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| Trane Technologies Stock (TT) | 0.0 | $444k | -5% | 1.1k | 421.96 |
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| Franklin Electric Stock (FELE) | 0.0 | $438k | 4.6k | 95.20 |
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| Invesco QQQ ETF Etf (QQQ) | 0.0 | $432k | -23% | 720.00 | 600.37 |
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| Wells Fargo Stock (WFC) | 0.0 | $426k | -2% | 5.1k | 83.82 |
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| Vanguard Small Cap Value ETF Etf (VBR) | 0.0 | $420k | +10% | 2.0k | 208.74 |
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| iShares MSCI USA Momentum Factor Etf (MTUM) | 0.0 | $410k | 1.6k | 256.45 |
|
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| Verizon Stock (VZ) | 0.0 | $397k | +2% | 9.0k | 43.95 |
|
| iShares Core High Dividend ETF Etf (HDV) | 0.0 | $390k | 3.2k | 122.45 |
|
|
| Qualcomm Stock (QCOM) | 0.0 | $386k | 2.3k | 166.36 |
|
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| Dimensional Us Real Estate Etf Etf (DFAR) | 0.0 | $377k | NEW | 16k | 23.85 |
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| Vanguard Utilities ETF Etf (VPU) | 0.0 | $377k | +192% | 2.0k | 189.42 |
|
| M & T Bank Stock (MTB) | 0.0 | $376k | +53% | 1.9k | 197.67 |
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| Dimensional International Small Cap Value Etf Etf (DISV) | 0.0 | $361k | NEW | 10k | 35.69 |
|
| Altria Stock (MO) | 0.0 | $355k | -10% | 5.4k | 66.06 |
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| Carrier Global Stock (CARR) | 0.0 | $349k | +4% | 5.8k | 59.70 |
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| Texas Instruments Stock (TXN) | 0.0 | $341k | -17% | 1.9k | 183.72 |
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| Amgen Stock (AMGN) | 0.0 | $336k | 1.2k | 282.43 |
|
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| Reinsurance Group Stock (RGA) | 0.0 | $332k | 1.7k | 192.15 |
|
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| Ingredion Stock (INGR) | 0.0 | $332k | 2.7k | 122.11 |
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| Brookfield Infrastructure Partners Stock (BIP) | 0.0 | $332k | 10k | 32.89 |
|
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| Invesco S&P Global Water Index ETF Etf (CGW) | 0.0 | $328k | -2% | 5.1k | 64.24 |
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| Arrow Financial Stock (AROW) | 0.0 | $326k | -6% | 12k | 28.30 |
|
| Schwab Emerging Markets Equity ETF Etf (SCHE) | 0.0 | $322k | 9.7k | 33.37 |
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| Intel Stock (INTC) | 0.0 | $318k | +7% | 9.5k | 33.55 |
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| Boeing Stock (BA) | 0.0 | $313k | -2% | 1.5k | 215.83 |
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| Canadian Pacific Kansas City Stock (CP) | 0.0 | $313k | -4% | 4.2k | 74.49 |
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| Duke Energy Stock (DUK) | 0.0 | $310k | 2.5k | 123.75 |
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| Broadridge Financial Solutions Stock (BR) | 0.0 | $306k | 1.3k | 238.17 |
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| UnitedHealth Group Stock (UNH) | 0.0 | $296k | 858.00 | 345.30 |
|
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| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.0 | $294k | NEW | 634.00 | 464.06 |
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| North European Royalty Trust Stock (NRT) | 0.0 | $292k | 53k | 5.47 |
|
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| Dimensional Emerging Markets High Profitability Etf Etf (DEHP) | 0.0 | $291k | NEW | 9.5k | 30.54 |
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| Guidewire Software Stock (GWRE) | 0.0 | $287k | -35% | 1.3k | 229.86 |
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| Bank of New York Stock (BK) | 0.0 | $284k | 2.6k | 108.96 |
|
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| 3M Company Stock (MMM) | 0.0 | $281k | +5% | 1.8k | 155.21 |
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| Advanced Micro Devices Stock (AMD) | 0.0 | $280k | +155% | 1.7k | 161.79 |
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| Bank of America Stock (BAC) | 0.0 | $277k | 5.4k | 51.59 |
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| Alerian MLP ETF Etf (AMLP) | 0.0 | $276k | -4% | 5.9k | 46.93 |
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| Mondelez Stock (MDLZ) | 0.0 | $275k | -6% | 4.4k | 62.47 |
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| Stryker Stock (SYK) | 0.0 | $273k | +66% | 737.00 | 369.68 |
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| Monster Beverage Corp Stock (MNST) | 0.0 | $272k | 4.0k | 67.31 |
|
|
| Vanguard Total International Bond Etf Etf (BNDX) | 0.0 | $269k | NEW | 5.4k | 49.46 |
|
| iShares Russell Mid-Cap Growth ETF Etf (IWP) | 0.0 | $265k | 1.9k | 142.41 |
|
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| Alliant Energy Stock (LNT) | 0.0 | $261k | 3.9k | 67.41 |
|
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| SPDR S&P Dividend ETF IV Etf (SDY) | 0.0 | $258k | 1.8k | 140.05 |
|
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| Illumina Stock (ILMN) | 0.0 | $254k | -45% | 2.7k | 94.97 |
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| Nisource Stock (NI) | 0.0 | $253k | +2% | 5.8k | 43.30 |
|
| Brookfield Asset Management Stock (BAM) | 0.0 | $248k | 4.4k | 56.94 |
|
|
| General Dynamics Corp Stock (GD) | 0.0 | $247k | +25% | 724.00 | 341.00 |
|
| Dimensional U.s. Targeted Value Etf Etf (DFAT) | 0.0 | $247k | NEW | 4.2k | 58.21 |
|
| Schwab Interm Gov't ETF Etf (SCHR) | 0.0 | $246k | 9.8k | 25.13 |
|
|
| Waste Management Stock (WM) | 0.0 | $243k | 1.1k | 220.83 |
|
|
| Dimensional Us Sustainability Core 1 Etf Etf (DFSU) | 0.0 | $233k | NEW | 5.5k | 42.48 |
|
| Curtiss Wright Stock (CW) | 0.0 | $229k | 421.00 | 542.89 |
|
|
| Salesforce Stock (CRM) | 0.0 | $227k | +8% | 958.00 | 237.13 |
|
| Shell Adr (SHEL) | 0.0 | $226k | 3.2k | 71.53 |
|
|
| iShares S&P 500/Barra Growth Etf (IVW) | 0.0 | $225k | -6% | 1.9k | 120.72 |
|
| Allstate Stock (ALL) | 0.0 | $225k | 1.1k | 214.65 |
|
|
| Shopify Stock (SHOP) | 0.0 | $224k | +18% | 1.5k | 148.61 |
|
| Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) | 0.0 | $224k | NEW | 2.2k | 101.92 |
|
| Invesco S&P 500 Equal Weight Etf (RSP) | 0.0 | $220k | +21% | 1.2k | 189.70 |
|
| Bristol Myers-Squibb Stock (BMY) | 0.0 | $215k | -2% | 4.8k | 45.10 |
|
| Otis Worldwide Stock (OTIS) | 0.0 | $210k | 2.3k | 91.43 |
|
|
| Ameriprise Stock (AMP) | 0.0 | $206k | -7% | 420.00 | 491.25 |
|
| Minerals Tech Stock (MTX) | 0.0 | $205k | 3.3k | 62.12 |
|
|
| Amentum Holdings Stock (AMTM) | 0.0 | $198k | -20% | 8.3k | 23.95 |
|
| U.S. Bancorp Stock (USB) | 0.0 | $190k | +14% | 3.9k | 48.33 |
|
| Invesco S&P 500 Etf (XLG) | 0.0 | $190k | 3.3k | 57.52 |
|
|
| Honeywell Int'l Stock (HON) | 0.0 | $188k | +2% | 894.00 | 210.50 |
|
| Williams Cos Stock (WMB) | 0.0 | $187k | +19% | 2.9k | 63.35 |
|
| Paychex Stock (PAYX) | 0.0 | $186k | 1.5k | 126.76 |
|
|
| Brookfield Renewable Stock (BEP) | 0.0 | $186k | 7.2k | 25.79 |
|
|
| Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) | 0.0 | $184k | NEW | 3.5k | 53.27 |
|
| SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) | 0.0 | $182k | -31% | 2.0k | 91.75 |
|
| Mastercard Stock (MA) | 0.0 | $177k | -8% | 311.00 | 568.85 |
|
| VanEck Semiconductor ETF Etf (SMH) | 0.0 | $176k | 540.00 | 326.36 |
|
|
| Enbridge Stock (ENB) | 0.0 | $176k | 3.5k | 50.46 |
|
|
| Intuit Stock (INTU) | 0.0 | $174k | -4% | 255.00 | 681.79 |
|
| SPDR Gold Minishares Trust Etf (GLDM) | 0.0 | $173k | +3% | 2.3k | 76.45 |
|
| Cognizant Tech Stock (CTSH) | 0.0 | $172k | 2.6k | 67.07 |
|
|
| Dimensional International Sustainability Core 1 Etf Etf (DFSI) | 0.0 | $170k | NEW | 4.2k | 40.95 |
|
| Morgan Stanley Stock (MS) | 0.0 | $166k | +7% | 1.0k | 158.96 |
|
| iShares Russell 2000 Value ETF Etf (IWN) | 0.0 | $164k | 925.00 | 176.81 |
|
|
| Sempra Energy Stock (SRE) | 0.0 | $163k | 1.8k | 89.98 |
|
|
| Global X NASDAQ 100 Cov Call Etf (QYLD) | 0.0 | $162k | 9.5k | 17.01 |
|
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $159k | NEW | 5.0k | 31.91 |
|
| Nutrien Stock (NTR) | 0.0 | $157k | 2.7k | 58.71 |
|
|
| GE Healthcare Technologies Stock (GEHC) | 0.0 | $157k | +2% | 2.1k | 75.10 |
|
| Dimensional Global Real Estate Etf Etf (DFGR) | 0.0 | $153k | NEW | 5.6k | 27.31 |
|
| Ametek Stock (AME) | 0.0 | $150k | NEW | 800.00 | 188.00 |
|
| Norfolk Southern Stock (NSC) | 0.0 | $150k | 500.00 | 300.41 |
|
|
| Suncor Stock (SU) | 0.0 | $149k | -30% | 3.6k | 41.81 |
|
| Texas Roadhouse Stock (TXRH) | 0.0 | $148k | 888.00 | 166.14 |
|
|
| Zoetis Stock (ZTS) | 0.0 | $147k | 1.0k | 146.32 |
|
|
| DTE Energy Stock (DTE) | 0.0 | $145k | +3% | 1.0k | 141.29 |
|
Past Filings by Washington Trust Advisors
SEC 13F filings are viewable for Washington Trust Advisors going back to 2021
- Washington Trust Advisors 2025 Q3 filed Nov. 10, 2025
- Washington Trust Advisors 2025 Q2 filed July 31, 2025
- Washington Trust Advisors 2025 Q1 filed April 25, 2025
- Washington Trust Advisors 2024 Q4 filed Feb. 6, 2025
- Washington Trust Advisors 2024 Q3 filed Nov. 1, 2024
- Washington Trust Advisors 2024 Q2 filed July 25, 2024
- Washington Trust Advisors 2024 Q1 filed May 7, 2024
- Washington Trust Advisors 2023 Q4 filed Jan. 18, 2024
- Washington Trust Advisors 2023 Q3 filed Oct. 18, 2023
- Washington Trust Advisors 2023 Q2 filed July 27, 2023
- Washington Trust Advisors 2023 Q1 restated filed May 11, 2023
- Washington Trust Advisors 2023 Q1 filed May 4, 2023
- Washington Trust Advisors 2022 Q4 filed Feb. 8, 2023
- Washington Trust Advisors 2022 Q3 filed Oct. 14, 2022
- Washington Trust Advisors 2022 Q2 filed July 25, 2022
- Washington Trust Advisors 2022 Q1 filed May 5, 2022