Washington Trust Advisors
Latest statistics and disclosures from Washington Trust Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, PWR, GOOG, GOOGL, AMZN, and represent 24.14% of Washington Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: BND, VOO, FRPT, EW, VTI, BN, SPGI, NFLX, VEEV, DFAI.
- Started 23 new stock positions in KKR, SOLS, DLTR, CTAS, CHDN, TYL, Q, XPO, UL, MPLX. XLE, DFGX, NDAQ, MICC, KDP, QTUM, PCAR, GPGI, CWST, DOCS, PCG, TEAM, SANA.
- Reduced shares in these 10 stocks: SPHR (-$7.1M), APD (-$5.2M), ARE, NVDA, PWR, AAPL, GOOG, MTN, BRK.B, PANW.
- Sold out of its positions in AAON, AIR, ALK, ALKT, ALGT, APGE, ACA, ARM, ASND, AVPT.
- Washington Trust Advisors was a net seller of stock by $-32M.
- Washington Trust Advisors has $1.3B in assets under management (AUM), dropping by -0.53%.
- Central Index Key (CIK): 0001900099
Tip: Access up to 7 years of quarterly data
Positions held by Washington Trust Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Washington Trust Advisors
Washington Trust Advisors holds 585 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Washington Trust Advisors has 585 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Washington Trust Advisors Dec. 31, 2025 positions
- Download the Washington Trust Advisors December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 6.0 | $78M | -2% | 288k | 271.86 |
|
| Quanta Services Stock (PWR) | 5.5 | $72M | -2% | 170k | 423.08 |
|
| Alphabet Cl C Stock (GOOG) | 5.1 | $67M | -2% | 214k | 313.80 |
|
| Alphabet Cl A Stock (GOOGL) | 3.8 | $50M | 160k | 313.00 |
|
|
| Amazon Stock (AMZN) | 3.7 | $49M | 211k | 230.82 |
|
|
| Visa Stock (V) | 3.7 | $49M | 139k | 350.64 |
|
|
| Meta Platforms Stock (META) | 3.7 | $49M | 74k | 660.09 |
|
|
| Palo Alto Networks Stock (PANW) | 3.4 | $45M | 243k | 184.20 |
|
|
| Booking Holdings Stock (BKNG) | 3.1 | $41M | 7.6k | 5355.55 |
|
|
| Berkshire Hathaway B Stock (BRK.B) | 2.9 | $38M | -2% | 75k | 502.65 |
|
| Nvidia Stock (NVDA) | 2.6 | $33M | -5% | 179k | 186.50 |
|
| Deere & Co Stock (DE) | 2.4 | $31M | 66k | 465.57 |
|
|
| IQVIA Holdings Stock (IQV) | 2.3 | $30M | 132k | 225.41 |
|
|
| ResMed Stock (RMD) | 2.3 | $30M | 123k | 240.87 |
|
|
| Uber Technologies Stock (UBER) | 1.8 | $24M | 293k | 81.71 |
|
|
| Regeneron Pharmaceuticals Stock (REGN) | 1.7 | $23M | 29k | 771.87 |
|
|
| Microsoft Stock (MSFT) | 1.7 | $23M | 47k | 483.62 |
|
|
| Jacobs Solutions Stock (J) | 1.6 | $21M | 161k | 132.46 |
|
|
| Schwab Fundamental U.S. Large Company ETF Etf (FNDX) | 1.6 | $21M | 753k | 27.21 |
|
|
| Becton Dickinson Stock (BDX) | 1.4 | $19M | 96k | 194.07 |
|
|
| PepsiCo Stock (PEP) | 1.3 | $17M | -2% | 121k | 143.52 |
|
| Vanguard S&P 500 Index Fd ETF Etf (VOO) | 1.3 | $17M | +7% | 27k | 627.12 |
|
| Walt Disney Company Stock (DIS) | 1.2 | $16M | 139k | 113.77 |
|
|
| Brookfield Renewable Corp Stock (BEPC) | 1.2 | $16M | 406k | 38.34 |
|
|
| Starbucks Stock (SBUX) | 1.1 | $15M | -2% | 178k | 84.21 |
|
| Snowflake Stock (SNOW) | 1.0 | $13M | +2% | 58k | 219.36 |
|
| Edwards Lifesciences Stock (EW) | 0.9 | $12M | +5% | 138k | 85.25 |
|
| Zebra Tech Stock (ZBRA) | 0.9 | $11M | -4% | 47k | 242.82 |
|
| Air Products Stock (APD) | 0.8 | $11M | -32% | 45k | 247.02 |
|
| Ecolab Stock (ECL) | 0.8 | $11M | -2% | 41k | 262.52 |
|
| Veeva Systems Stock (VEEV) | 0.8 | $10M | +4% | 47k | 223.23 |
|
| Vanguard Growth ETF Etf (VUG) | 0.8 | $10M | 21k | 484.74 |
|
|
| JP Morgan Chase Stock (JPM) | 0.8 | $9.9M | 31k | 322.22 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.8 | $9.9M | 17k | 566.96 |
|
|
| Sphere Entertainment Stock (SPHR) | 0.8 | $9.8M | -42% | 103k | 95.08 |
|
| Exxon Mobil Stock (XOM) | 0.7 | $9.7M | 80k | 120.34 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.7 | $9.5M | 46k | 206.95 |
|
|
| SPDR Tr Etf (SPY) | 0.7 | $9.4M | 14k | 681.94 |
|
|
| Chewy Stock (CHWY) | 0.7 | $9.4M | 285k | 33.05 |
|
|
| WalMart Stock (WMT) | 0.7 | $9.3M | 83k | 111.41 |
|
|
| American Tower Reit (AMT) | 0.7 | $9.1M | -4% | 52k | 175.56 |
|
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.7 | $9.0M | +2% | 179k | 50.29 |
|
| Xylem Stock (XYL) | 0.7 | $8.8M | 65k | 136.18 |
|
|
| Schwab Fundamental International Equity ETF Etf (FNDF) | 0.7 | $8.7M | 192k | 45.21 |
|
|
| Nike Stock (NKE) | 0.6 | $7.9M | 123k | 63.71 |
|
|
| Invitation Homes Reit (INVH) | 0.5 | $7.0M | -3% | 254k | 27.79 |
|
| Vanguard Value Index Etf (VTV) | 0.5 | $6.5M | 34k | 190.99 |
|
|
| Ibm Stock (IBM) | 0.5 | $6.5M | 22k | 296.21 |
|
|
| Penumbra Stock (PEN) | 0.5 | $6.3M | 20k | 312.91 |
|
|
| Kinder Morgan Stock (KMI) | 0.4 | $5.5M | 199k | 27.49 |
|
|
| PayPal Stock (PYPL) | 0.4 | $5.3M | -11% | 91k | 58.38 |
|
| ASML Holding NV Adr (ASML) | 0.4 | $5.1M | -2% | 4.8k | 1058.27 |
|
| iShares IBOXX High Yield Bond Index Etf (HYG) | 0.4 | $5.0M | 63k | 80.63 |
|
|
| Vanguard Total Stock VIPERS Etf (VTI) | 0.4 | $4.9M | +11% | 15k | 335.27 |
|
| Cisco Systems Stock (CSCO) | 0.3 | $4.0M | -3% | 52k | 77.03 |
|
| Dimensional National Municipal Bond ETF Etf (DFNM) | 0.3 | $3.9M | 80k | 48.17 |
|
|
| Vanguard FTSE Dev Markets Etf (VEA) | 0.3 | $3.9M | +3% | 62k | 62.47 |
|
| Berkshire Hathaway A Stock (BRK.A) | 0.3 | $3.8M | 5.00 | 754800.00 |
|
|
| AbbVie Stock (ABBV) | 0.3 | $3.7M | -2% | 16k | 228.49 |
|
| Vanguard Total Bond Market ETF Etf (BND) | 0.3 | $3.6M | +78% | 48k | 74.06 |
|
| Coca Cola Stock (KO) | 0.3 | $3.5M | -2% | 50k | 69.91 |
|
| Abbott Labs Stock (ABT) | 0.3 | $3.4M | 27k | 125.29 |
|
|
| Automatic Data Stock (ADP) | 0.3 | $3.3M | 13k | 257.22 |
|
|
| DFA US Core Equity ETF Etf (DFAU) | 0.2 | $2.9M | +3% | 62k | 46.80 |
|
| Schwab US TIPS ETF Etf (SCHP) | 0.2 | $2.8M | +4% | 107k | 26.49 |
|
| Vanguard Mid-Cap Value ETF Etf (VOE) | 0.2 | $2.8M | 16k | 177.37 |
|
|
| Vanguard Small-Cap ETF Etf (VB) | 0.2 | $2.8M | 11k | 257.95 |
|
|
| DFA Tax Managed US Equity Etf (DFUS) | 0.2 | $2.7M | +14% | 36k | 74.17 |
|
| Eaton Stock (ETN) | 0.2 | $2.6M | +14% | 8.3k | 318.52 |
|
| Alexandria Real Estate Equities Reit (ARE) | 0.2 | $2.5M | -48% | 52k | 48.94 |
|
| Proctor & Gamble Stock (PG) | 0.2 | $2.5M | 18k | 143.31 |
|
|
| Home Depot Stock (HD) | 0.2 | $2.4M | 7.0k | 344.10 |
|
|
| Dimensional US High Profitability ETF Etf (DUHP) | 0.2 | $2.4M | -2% | 63k | 38.03 |
|
| Evercore Partners Stock (EVR) | 0.2 | $2.4M | 6.9k | 340.25 |
|
|
| GE Aerospace Stock (GE) | 0.2 | $2.3M | 7.5k | 308.57 |
|
|
| DFA Emerging Core Equity Market ETF Etf (DFAE) | 0.2 | $2.3M | 69k | 32.57 |
|
|
| American Express Stock (AXP) | 0.2 | $2.2M | 5.9k | 369.95 |
|
|
| United Parcel Service Stock (UPS) | 0.2 | $2.1M | -2% | 21k | 99.19 |
|
| iShares MSCI EAFE Etf (EFA) | 0.2 | $2.1M | -2% | 22k | 96.03 |
|
| Align Technology Stock (ALGN) | 0.2 | $2.0M | -3% | 13k | 156.15 |
|
| Globus Medical Stock (GMED) | 0.1 | $1.9M | -4% | 22k | 87.31 |
|
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.1 | $1.9M | 6.8k | 279.15 |
|
|
| Dimensional International Value ETF Etf (DFIV) | 0.1 | $1.9M | 38k | 49.90 |
|
|
| Raytheon Technologies Stock (RTX) | 0.1 | $1.8M | -3% | 9.9k | 183.40 |
|
| DocuSign Stock (DOCU) | 0.1 | $1.8M | 26k | 68.40 |
|
|
| DFA International Core Equity Market ETF Etf (DFAI) | 0.1 | $1.7M | +27% | 46k | 38.11 |
|
| VanEck Merk Gold ETF Etf (OUNZ) | 0.1 | $1.7M | -4% | 41k | 41.48 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.7M | 2.9k | 579.45 |
|
|
| Vanguard Short Term Corp Bond Index Etf (VCSH) | 0.1 | $1.6M | +5% | 20k | 79.73 |
|
| Lowe's Stock (LOW) | 0.1 | $1.6M | -2% | 6.7k | 241.18 |
|
| DFA Core Fixed Income ETF Etf (DFCF) | 0.1 | $1.6M | +2% | 37k | 42.56 |
|
| iShares S&P 500 Etf (IVV) | 0.1 | $1.6M | +2% | 2.3k | 685.22 |
|
| GE Vernova Stock (GEV) | 0.1 | $1.6M | +2% | 2.4k | 652.62 |
|
| Caterpillar Stock (CAT) | 0.1 | $1.5M | -4% | 2.7k | 572.85 |
|
| Dimensional International High Profitability ETF Etf (DIHP) | 0.1 | $1.5M | -3% | 47k | 31.67 |
|
| Brookfield Corp Stock (BN) | 0.1 | $1.5M | +49% | 32k | 45.89 |
|
| BlackRock Stock (BLK) | 0.1 | $1.4M | 1.3k | 1070.35 |
|
|
| FedEx Stock (FDX) | 0.1 | $1.4M | -3% | 4.9k | 288.86 |
|
| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $1.3M | -2% | 25k | 54.71 |
|
| Moody's Stock (MCO) | 0.1 | $1.3M | -4% | 2.6k | 510.85 |
|
| Tesla Stock (TSLA) | 0.1 | $1.3M | -3% | 2.9k | 449.72 |
|
| McDonald's Stock (MCD) | 0.1 | $1.3M | 4.2k | 305.63 |
|
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $1.2M | +5% | 45k | 27.43 |
|
| Diageo Adr (DEO) | 0.1 | $1.2M | -23% | 14k | 86.28 |
|
| CSW Industrials Stock (CSW) | 0.1 | $1.2M | 4.1k | 293.53 |
|
|
| Dimensional U.S. Small Cap ETF Etf (DFAS) | 0.1 | $1.2M | 17k | 69.67 |
|
|
| iShares Core S&P Mid Cap Etf (IJH) | 0.1 | $1.2M | 18k | 65.95 |
|
|
| Pfizer Stock (PFE) | 0.1 | $1.1M | 45k | 24.90 |
|
|
| Vanguard Small-Cap Growth ETF Etf (VBK) | 0.1 | $1.1M | 3.7k | 302.08 |
|
|
| Lilly Stock (LLY) | 0.1 | $1.1M | +4% | 1.0k | 1074.21 |
|
| Icon Stock (ICLR) | 0.1 | $1.1M | -2% | 5.9k | 184.24 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $1.1M | +8% | 29k | 37.00 |
|
| Union Pacific Stock (UNP) | 0.1 | $1.1M | 4.6k | 231.32 |
|
|
| Emerson Electric Stock (EMR) | 0.1 | $1.0M | 7.8k | 132.72 |
|
|
| iShares Core MSCI EAFE Etf (IEFA) | 0.1 | $1.0M | -25% | 11k | 89.46 |
|
| Dimensional Short-Duration Fixed Income ETF Etf (DFSD) | 0.1 | $973k | 20k | 47.95 |
|
|
| iShares Russell Growth Etf (IWF) | 0.1 | $972k | -37% | 2.1k | 473.18 |
|
| Merck Stock (MRK) | 0.1 | $936k | 8.9k | 105.26 |
|
|
| Vanguard Emerging Markets Etf (VWO) | 0.1 | $912k | 17k | 53.76 |
|
|
| Freshpet Stock (FRPT) | 0.1 | $803k | +516% | 13k | 60.93 |
|
| Costco Companies Stock (COST) | 0.1 | $792k | +13% | 918.00 | 862.34 |
|
| Schwab Fundamental U.S. Small Company ETF Etf (FNDA) | 0.1 | $788k | 25k | 31.51 |
|
|
| Philip Morris Int'l Stock (PM) | 0.1 | $784k | 4.9k | 160.40 |
|
|
| Goldman Sachs Stock (GS) | 0.1 | $775k | 882.00 | 879.00 |
|
|
| DFA Tax Advantaged US Core Equity 2 Etf (DFAC) | 0.1 | $773k | 20k | 39.59 |
|
|
| Broadcom Stock (AVGO) | 0.1 | $771k | -5% | 2.2k | 346.10 |
|
| Prologis Reit (PLD) | 0.1 | $766k | 6.0k | 127.66 |
|
|
| iShares S&P Small Cap 600 Etf (IJR) | 0.1 | $728k | 6.1k | 120.18 |
|
|
| Oracle Stock (ORCL) | 0.1 | $720k | -11% | 3.7k | 194.91 |
|
| Equinix Reit (EQIX) | 0.1 | $690k | 900.00 | 766.16 |
|
|
| Dimensional US Large Cap Value ETF Etf (DFLV) | 0.1 | $685k | 20k | 34.21 |
|
|
| DFA International Small Cap ETF Etf (DFIS) | 0.1 | $666k | 20k | 32.94 |
|
|
| Invesco Nasdaq 100 ETF Etf (QQQM) | 0.1 | $662k | 2.6k | 252.92 |
|
|
| ChevronTexaco Stock (CVX) | 0.1 | $659k | +16% | 4.3k | 152.41 |
|
| PPG Stock (PPG) | 0.0 | $648k | 6.3k | 102.46 |
|
|
| Itt Stock (ITT) | 0.0 | $643k | 3.7k | 173.51 |
|
|
| Wells Fargo Stock (WFC) | 0.0 | $627k | +32% | 6.7k | 93.20 |
|
| Nextera Energy Stock (NEE) | 0.0 | $604k | +7% | 7.5k | 80.28 |
|
| Schlumberger Stock (SLB) | 0.0 | $575k | 15k | 38.38 |
|
|
| Vanguard Total International Bond Index Fund ETF Etf (BNDX) | 0.0 | $573k | +118% | 12k | 48.32 |
|
| DFA Tax-Managed US Marketwide Value Etf (DFUV) | 0.0 | $543k | -14% | 12k | 46.59 |
|
| NBT Bancorp Stock (NBTB) | 0.0 | $539k | 13k | 41.52 |
|
|
| Vanguard Short Term Bond Index Etf (BSV) | 0.0 | $530k | -6% | 6.7k | 78.81 |
|
| SPDR Gold Trust Etf (GLD) | 0.0 | $528k | 1.3k | 396.31 |
|
|
| Palantir Technologies Stock (PLTR) | 0.0 | $527k | 3.0k | 177.91 |
|
|
| S&P Global Stock (SPGI) | 0.0 | $524k | +902% | 1.0k | 522.59 |
|
| Schwab International Equity ETF Etf (SCHF) | 0.0 | $510k | 21k | 24.04 |
|
|
| iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG) | 0.0 | $505k | +6% | 22k | 22.88 |
|
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Etf (GSLC) | 0.0 | $499k | -11% | 3.8k | 132.37 |
|
| Netflix Stock (NFLX) | 0.0 | $480k | +903% | 5.1k | 93.76 |
|
| Aptiv Stock (APTV) | 0.0 | $472k | -33% | 6.2k | 76.09 |
|
| iShares Core MSCI Emerging Markets Etf (IEMG) | 0.0 | $462k | -35% | 6.9k | 67.22 |
|
| Invesco QQQ ETF Etf (QQQ) | 0.0 | $442k | 720.00 | 614.31 |
|
|
| Franklin Electric Stock (FELE) | 0.0 | $439k | 4.6k | 95.53 |
|
|
| Vail Resorts Stock (MTN) | 0.0 | $433k | -69% | 3.3k | 132.80 |
|
| Vanguard Small Cap Value ETF Etf (VBR) | 0.0 | $428k | 2.0k | 211.78 |
|
|
| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.0 | $410k | +209% | 8.1k | 50.59 |
|
| Equifax Stock (EFX) | 0.0 | $408k | 1.9k | 216.98 |
|
|
| iShares MSCI USA Momentum Factor Etf (MTUM) | 0.0 | $401k | 1.6k | 250.31 |
|
|
| Amgen Stock (AMGN) | 0.0 | $399k | +2% | 1.2k | 326.88 |
|
| At&t Stock (T) | 0.0 | $398k | -2% | 16k | 24.84 |
|
| Vanguard Mid Cap Index Fund ETF Etf (VO) | 0.0 | $398k | +4% | 1.6k | 246.00 |
|
| Qualcomm Stock (QCOM) | 0.0 | $392k | 2.3k | 171.05 |
|
|
| Verizon Stock (VZ) | 0.0 | $390k | +6% | 9.6k | 40.73 |
|
| iShares Core High Dividend ETF Etf (HDV) | 0.0 | $387k | 3.2k | 121.61 |
|
|
| Dimensional International Small Cap Value ETF Etf (DISV) | 0.0 | $386k | 10k | 38.00 |
|
|
| M & T Bank Stock (MTB) | 0.0 | $385k | 1.9k | 201.52 |
|
|
| Trane Technologies Stock (TT) | 0.0 | $382k | -6% | 982.00 | 389.20 |
|
| Texas Instruments Stock (TXN) | 0.0 | $370k | +14% | 2.1k | 173.49 |
|
| Vanguard Utilities ETF Etf (VPU) | 0.0 | $370k | 2.0k | 185.02 |
|
|
| DFA US Real Estate ETF Etf (DFAR) | 0.0 | $366k | 16k | 22.90 |
|
|
| Reinsurance Group Stock (RGA) | 0.0 | $354k | 1.7k | 203.41 |
|
|
| North European Royalty Trust Stock (NRT) | 0.0 | $351k | 53k | 6.57 |
|
|
| Brookfield Infrastructure Partners Stock (BIP) | 0.0 | $350k | 10k | 34.74 |
|
|
| Arrow Financial Stock (AROW) | 0.0 | $349k | -3% | 11k | 31.40 |
|
| Intuit Stock (INTU) | 0.0 | $325k | +92% | 491.00 | 662.42 |
|
| Boeing Stock (BA) | 0.0 | $315k | 1.5k | 217.12 |
|
|
| Intel Stock (INTC) | 0.0 | $315k | -9% | 8.5k | 36.90 |
|
| Salesforce Stock (CRM) | 0.0 | $309k | +21% | 1.2k | 264.91 |
|
| Carrier Global Stock (CARR) | 0.0 | $307k | 5.8k | 52.84 |
|
|
| UnitedHealth Group Stock (UNH) | 0.0 | $306k | +8% | 928.00 | 330.22 |
|
| SPDR Dow Jones Industrial Average ETF Etf (DIA) | 0.0 | $306k | 637.00 | 480.73 |
|
|
| Bank of New York Stock (BK) | 0.0 | $303k | 2.6k | 116.09 |
|
|
| Ingredion Stock (INGR) | 0.0 | $300k | 2.7k | 110.26 |
|
|
| Schwab Emerging Markets Equity ETF Etf (SCHE) | 0.0 | $298k | -5% | 9.1k | 32.75 |
|
| Bank of America Stock (BAC) | 0.0 | $296k | 5.4k | 55.00 |
|
|
| Invesco S&P Global Water Index ETF Etf (CGW) | 0.0 | $295k | -8% | 4.7k | 63.01 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.0 | $294k | -4% | 4.0k | 73.63 |
|
| Duke Energy Stock (DUK) | 0.0 | $294k | 2.5k | 117.21 |
|
|
| Dimensional Emerging Markets High Profitability ETF Etf (DEHP) | 0.0 | $290k | -5% | 9.0k | 32.25 |
|
| 3M Company Stock (MMM) | 0.0 | $290k | 1.8k | 160.13 |
|
|
| Broadridge Financial Solutions Stock (BR) | 0.0 | $287k | 1.3k | 223.17 |
|
|
| Altria Stock (MO) | 0.0 | $281k | -9% | 4.9k | 57.66 |
|
| Alerian MLP ETF Etf (AMLP) | 0.0 | $276k | 5.9k | 47.02 |
|
|
| Illumina Stock (ILMN) | 0.0 | $266k | -23% | 2.0k | 131.16 |
|
| Waste Management Stock (WM) | 0.0 | $264k | +9% | 1.2k | 219.71 |
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.0 | $258k | -61% | 1.2k | 210.25 |
|
| Bristol Myers-Squibb Stock (BMY) | 0.0 | $258k | 4.8k | 53.94 |
|
|
| SPDR S&P Dividend ETF IV Etf (SDY) | 0.0 | $257k | 1.8k | 139.16 |
|
|
| Dimensional U.S. Targeted Value ETF Etf (DFAT) | 0.0 | $253k | 4.3k | 59.54 |
|
|
| Alliant Energy Stock (LNT) | 0.0 | $251k | 3.9k | 65.01 |
|
|
| Guidewire Software Stock (GWRE) | 0.0 | $251k | 1.3k | 201.01 |
|
|
| Stryker Stock (SYK) | 0.0 | $249k | -3% | 709.00 | 351.47 |
|
| Dimensional US Sustainability Core 1 ETF Etf (DFSU) | 0.0 | $239k | 5.5k | 43.43 |
|
|
| Mondelez Stock (MDLZ) | 0.0 | $237k | 4.4k | 53.83 |
|
|
| Amentum Holdings Stock (AMTM) | 0.0 | $236k | 8.1k | 29.00 |
|
|
| Nisource Stock (NI) | 0.0 | $235k | -3% | 5.6k | 41.76 |
|
| Dimensional Global Ex US Core Fixed Income ETF Etf (DFGX) | 0.0 | $233k | NEW | 4.4k | 52.64 |
|
| Shell Adr (SHEL) | 0.0 | $232k | 3.2k | 73.48 |
|
|
| Curtiss Wright Stock (CW) | 0.0 | $232k | 421.00 | 551.69 |
|
|
| Schwab Interm Gov't ETF Etf (SCHR) | 0.0 | $230k | -6% | 9.2k | 25.08 |
|
| iShares S&P 500/Barra Growth Etf (IVW) | 0.0 | $229k | 1.9k | 123.26 |
|
|
| Brookfield Asset Management Stock (BAM) | 0.0 | $228k | 4.4k | 52.39 |
|
|
| Invesco S&P 500 Equal Weight Etf (RSP) | 0.0 | $225k | 1.2k | 191.56 |
|
|
| Vanguard Short-Term Tax-Exempt Bond ETF Etf (VTES) | 0.0 | $225k | 2.2k | 101.60 |
|
|
| Shopify Stock (SHOP) | 0.0 | $220k | -9% | 1.4k | 160.97 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $219k | +38% | 483.00 | 453.36 |
|
| Allstate Stock (ALL) | 0.0 | $219k | 1.1k | 208.15 |
|
|
| Cognizant Tech Stock (CTSH) | 0.0 | $213k | 2.6k | 83.00 |
|
|
| General Dynamics Corp Stock (GD) | 0.0 | $212k | -13% | 628.00 | 337.93 |
|
| Ameriprise Stock (AMP) | 0.0 | $206k | 420.00 | 490.34 |
|
|
| MPLX Stock (MPLX) | 0.0 | $204k | NEW | 3.8k | 53.37 |
|
| Minerals Tech Stock (MTX) | 0.0 | $201k | 3.3k | 60.95 |
|
|
| Otis Worldwide Stock (OTIS) | 0.0 | $201k | 2.3k | 87.35 |
|
|
| Honeywell Int'l Stock (HON) | 0.0 | $196k | +12% | 1.0k | 195.09 |
|
| Invesco S&P 500 Etf (XLG) | 0.0 | $196k | 3.3k | 59.28 |
|
|
| VanEck Semiconductor ETF Etf (SMH) | 0.0 | $195k | 540.00 | 360.13 |
|
|
| Brookfield Renewable Stock (BEP) | 0.0 | $194k | 7.2k | 26.97 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $186k | 1.0k | 177.53 |
|
|
| Dimensional Global Sustainability Fixed Income ETF Etf (DFSB) | 0.0 | $185k | +3% | 3.6k | 51.80 |
|
| SPDR Gold Minishares Trust Etf (GLDM) | 0.0 | $181k | -6% | 2.1k | 85.37 |
|
| Dimensional International Sustainability Core 1 ETF Etf (DFSI) | 0.0 | $179k | 4.2k | 42.84 |
|
|
| Mastercard Stock (MA) | 0.0 | $177k | 310.00 | 570.89 |
|
|
| Ametek Stock (AME) | 0.0 | $175k | +6% | 850.00 | 205.31 |
|
| GE Healthcare Technologies Stock (GEHC) | 0.0 | $171k | 2.1k | 82.02 |
|
|
| Global X NASDAQ 100 Cov Call Etf (QYLD) | 0.0 | $169k | 9.5k | 17.67 |
|
|
| iShares Russell 2000 Value ETF Etf (IWN) | 0.0 | $168k | 925.00 | 181.21 |
|
|
| Williams Cos Stock (WMB) | 0.0 | $167k | -5% | 2.8k | 60.11 |
|
| Nutrien Stock (NTR) | 0.0 | $165k | 2.7k | 61.72 |
|
|
| Paychex Stock (PAYX) | 0.0 | $165k | 1.5k | 112.18 |
|
|
| Schwab U.S. Large-Cap Growth ETF Etf (SCHG) | 0.0 | $163k | 5.0k | 32.62 |
|
|
| Enbridge Stock (ENB) | 0.0 | $159k | -4% | 3.3k | 47.83 |
|
| Suncor Stock (SU) | 0.0 | $158k | 3.6k | 44.36 |
|
|
| Sempra Energy Stock (SRE) | 0.0 | $153k | -4% | 1.7k | 88.29 |
|
| Dimensional Global Real Estate ETF Etf (DFGR) | 0.0 | $149k | 5.7k | 26.42 |
|
|
| Norfolk Southern Stock (NSC) | 0.0 | $144k | 500.00 | 288.72 |
|
|
| SPDR S&P 500 Fossil Fues Res ETF Etf (SPYX) | 0.0 | $143k | 2.5k | 56.19 |
|
|
| DFA Tax Adv World ex US Core Eq Etf (DFAX) | 0.0 | $143k | 4.4k | 32.73 |
|
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $139k | +874% | 1.5k | 95.35 |
|
| Texas Roadhouse Stock (TXRH) | 0.0 | $137k | -7% | 825.00 | 166.00 |
|
Past Filings by Washington Trust Advisors
SEC 13F filings are viewable for Washington Trust Advisors going back to 2021
- Washington Trust Advisors 2025 Q4 filed Feb. 3, 2026
- 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