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, PANW, AMZN, and represent 22.87% of Washington Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: Amentum Holdings, EW, ARE, ETN, VOO, HYG, MSFT, SNOW, AVGO, NFLX.
- Started 32 new stock positions in RBRK, TFX, ALNY, HPQ, POR, VST, CBOE, DKNG, Te Connectivity, CAE.
- Reduced shares in these 10 stocks: VUG, AY, UPS, FNDX, VTV, PANW, PYPL, RMD, ISRG, PWR.
- Sold out of its positions in AME, ATKR, BHP, BNTX, CRS, CNC, CTRI, CERT, ELF, ENV.
- Washington Trust Advisors was a net buyer of stock by $1.9M.
- Washington Trust Advisors has $1.2B in assets under management (AUM), dropping by 6.67%.
- Central Index Key (CIK): 0001900099
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Positions held by Washington Trust Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Washington Trust Advisors
Washington Trust Advisors holds 662 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Washington Trust Advisors has 662 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Washington Trust Advisors Sept. 30, 2024 positions
- Download the Washington Trust Advisors September 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 6.3 | $73M | 314k | 233.00 |
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Quanta Services (PWR) | 5.0 | $58M | 194k | 298.15 |
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Meta Platforms Cl A (META) | 4.1 | $48M | 83k | 572.44 |
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Palo Alto Networks (PANW) | 3.9 | $45M | 131k | 341.80 |
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Amazon (AMZN) | 3.6 | $42M | 225k | 186.33 |
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Visa Com Cl A (V) | 3.5 | $41M | 148k | 274.95 |
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Alphabet Cap Stk Cl C (GOOG) | 3.4 | $40M | 236k | 167.19 |
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Booking Holdings (BKNG) | 3.1 | $36M | 8.4k | 4212.19 |
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Iqvia Holdings (IQV) | 2.9 | $33M | 140k | 236.97 |
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ResMed (RMD) | 2.7 | $32M | 131k | 244.12 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $31M | 189k | 165.85 |
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Regeneron Pharmaceuticals (REGN) | 2.7 | $31M | 29k | 1051.24 |
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Deere & Company (DE) | 2.5 | $29M | 70k | 417.33 |
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Uber Technologies (UBER) | 2.1 | $24M | 325k | 75.16 |
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Becton, Dickinson and (BDX) | 2.0 | $23M | 97k | 241.10 |
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NVIDIA Corporation (NVDA) | 2.0 | $23M | 187k | 121.44 |
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Jacobs Engineering Group (J) | 1.9 | $22M | 171k | 130.90 |
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Pepsi (PEP) | 1.9 | $22M | 131k | 170.05 |
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Air Products & Chemicals (APD) | 1.8 | $21M | 70k | 297.74 |
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Schwab Strategic Tr Fundamental Us L (FNDX) | 1.7 | $19M | -4% | 270k | 71.76 |
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Starbucks Corporation (SBUX) | 1.7 | $19M | 198k | 97.49 |
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Zebra Technologies Corporati Cl A (ZBRA) | 1.6 | $19M | 51k | 370.32 |
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Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 1.2 | $14M | 442k | 32.66 |
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Walt Disney Company (DIS) | 1.2 | $14M | 150k | 96.19 |
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United Parcel Service CL B (UPS) | 1.2 | $14M | -7% | 103k | 136.34 |
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American Tower Reit (AMT) | 1.2 | $13M | 58k | 232.56 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $13M | +11% | 24k | 527.66 |
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Nike CL B (NKE) | 1.0 | $12M | 137k | 88.40 |
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Paypal Holdings (PYPL) | 1.0 | $12M | -3% | 150k | 78.03 |
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Microsoft Corporation (MSFT) | 1.0 | $11M | +6% | 26k | 430.30 |
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Ecolab (ECL) | 1.0 | $11M | 44k | 255.33 |
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Exxon Mobil Corporation (XOM) | 0.9 | $10M | 86k | 117.22 |
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Invitation Homes (INVH) | 0.8 | $9.8M | 278k | 35.26 |
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Intuitive Surgical Com New (ISRG) | 0.8 | $9.8M | -3% | 20k | 491.27 |
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Veeva Sys Cl A Com (VEEV) | 0.8 | $9.8M | 47k | 209.87 |
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Sphere Entertainment Cl A (SPHR) | 0.8 | $8.8M | 199k | 44.18 |
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Aptiv SHS (APTV) | 0.7 | $8.7M | 120k | 72.01 |
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Vanguard Index Fds Growth Etf (VUG) | 0.7 | $8.5M | -12% | 22k | 383.93 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $8.2M | 14k | 573.76 |
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Chewy Cl A (CHWY) | 0.7 | $8.2M | 279k | 29.29 |
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Johnson & Johnson (JNJ) | 0.7 | $7.9M | 49k | 162.06 |
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Edwards Lifesciences (EW) | 0.7 | $7.6M | +25% | 116k | 65.99 |
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Schwab Strategic Tr Fundamental Intl (FNDF) | 0.6 | $7.1M | -3% | 190k | 37.37 |
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JPMorgan Chase & Co. (JPM) | 0.6 | $6.8M | 32k | 210.86 |
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Wal-Mart Stores (WMT) | 0.6 | $6.8M | 84k | 80.75 |
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Snowflake Cl A (SNOW) | 0.6 | $6.7M | +7% | 58k | 114.86 |
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Kinder Morgan (KMI) | 0.5 | $5.8M | 264k | 22.09 |
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Vanguard Index Fds Value Etf (VTV) | 0.5 | $5.6M | -12% | 32k | 174.57 |
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Alexandria Real Estate Equities (ARE) | 0.5 | $5.6M | +35% | 47k | 118.75 |
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International Business Machines (IBM) | 0.4 | $4.9M | 22k | 221.08 |
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Diageo Spon Adr New (DEO) | 0.4 | $4.3M | 30k | 140.34 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $4.2M | +20% | 53k | 80.30 |
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Penumbra (PEN) | 0.4 | $4.2M | +2% | 22k | 194.31 |
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Amentum Holdings | 0.4 | $4.1M | NEW | 128k | 32.25 |
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Coca-Cola Company (KO) | 0.4 | $4.1M | 57k | 71.86 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.8M | 13k | 283.16 |
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Automatic Data Processing (ADP) | 0.3 | $3.6M | 13k | 276.73 |
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Vail Resorts (MTN) | 0.3 | $3.5M | -2% | 20k | 174.29 |
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Procter & Gamble Company (PG) | 0.3 | $3.5M | 20k | 173.20 |
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Abbvie (ABBV) | 0.3 | $3.4M | +4% | 17k | 197.48 |
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Abbott Laboratories (ABT) | 0.3 | $3.3M | 29k | 114.01 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.0M | +3% | 57k | 52.81 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $3.0M | -6% | 56k | 53.63 |
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Cisco Systems (CSCO) | 0.3 | $2.9M | 55k | 53.22 |
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Home Depot (HD) | 0.2 | $2.9M | 7.1k | 405.21 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $2.7M | -7% | 53k | 51.12 |
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Globus Med Cl A (GMED) | 0.2 | $2.6M | -5% | 37k | 71.54 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $2.5M | 15k | 167.67 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.3M | +5% | 9.8k | 237.21 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.2M | 26k | 83.63 |
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Lowe's Companies (LOW) | 0.2 | $2.1M | 7.9k | 270.84 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.9M | 24k | 79.42 |
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Evercore Class A (EVR) | 0.2 | $1.8M | 7.2k | 253.34 |
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Icon SHS (ICLR) | 0.2 | $1.8M | 6.2k | 287.31 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.8M | 4.7k | 375.38 |
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American Express Company (AXP) | 0.1 | $1.7M | 6.2k | 271.20 |
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Ge Aerospace Com New (GE) | 0.1 | $1.6M | 8.5k | 188.58 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.6M | +5% | 6.5k | 243.47 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.6M | 20k | 78.05 |
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Eaton Corp SHS (ETN) | 0.1 | $1.6M | +887% | 4.8k | 331.44 |
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BlackRock (BLK) | 0.1 | $1.6M | +6% | 1.6k | 949.51 |
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FedEx Corporation (FDX) | 0.1 | $1.5M | 5.6k | 273.68 |
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Csw Industrials (CSWI) | 0.1 | $1.5M | 4.2k | 366.39 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.5M | +3% | 20k | 75.11 |
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Pfizer (PFE) | 0.1 | $1.4M | 49k | 28.94 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.3M | 2.3k | 576.82 |
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Xylem (XYL) | 0.1 | $1.3M | 9.7k | 135.03 |
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McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.2k | 304.51 |
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Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | 11k | 121.16 |
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Moody's Corporation (MCO) | 0.1 | $1.2M | 2.6k | 474.59 |
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Union Pacific Corporation (UNP) | 0.1 | $1.2M | 4.7k | 246.48 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $1.1M | 22k | 53.15 |
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $1.1M | 29k | 39.69 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | 25k | 45.86 |
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Docusign (DOCU) | 0.1 | $1.1M | 18k | 62.09 |
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Caterpillar (CAT) | 0.1 | $1.1M | -3% | 2.8k | 391.10 |
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Chevron Corporation (CVX) | 0.1 | $1.0M | 7.1k | 147.27 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.0M | 17k | 62.32 |
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Merck & Co (MRK) | 0.1 | $983k | -3% | 8.7k | 113.56 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $933k | 3.5k | 267.37 |
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Eli Lilly & Co. (LLY) | 0.1 | $931k | 1.1k | 885.94 |
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Prologis (PLD) | 0.1 | $883k | 7.0k | 126.28 |
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Emerson Electric (EMR) | 0.1 | $853k | -2% | 7.8k | 109.37 |
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Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $850k | -4% | 14k | 59.57 |
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PPG Industries (PPG) | 0.1 | $843k | 6.4k | 132.46 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $821k | 17k | 47.85 |
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Thermo Fisher Scientific (TMO) | 0.1 | $796k | +6% | 1.3k | 618.57 |
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Equinix (EQIX) | 0.1 | $771k | 869.00 | 887.63 |
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Illumina (ILMN) | 0.1 | $734k | 5.6k | 130.41 |
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Arm Holdings Sponsored Ads (ARM) | 0.1 | $715k | 5.0k | 143.01 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $712k | 6.1k | 116.97 |
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $707k | 6.3k | 112.94 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $688k | +4% | 3.6k | 189.82 |
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Philip Morris International (PM) | 0.1 | $682k | -15% | 5.6k | 121.40 |
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Nextera Energy (NEE) | 0.1 | $656k | -12% | 7.8k | 84.53 |
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Costco Wholesale Corporation (COST) | 0.1 | $654k | -6% | 738.00 | 886.52 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $632k | 11k | 57.41 |
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Schlumberger Com Stk (SLB) | 0.1 | $628k | 15k | 41.95 |
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Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $618k | +2% | 14k | 43.19 |
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Ge Vernova (GEV) | 0.0 | $579k | 2.3k | 254.98 |
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NBT Ban (NBTB) | 0.0 | $577k | 13k | 44.23 |
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Itt (ITT) | 0.0 | $554k | 3.7k | 149.51 |
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Equifax (EFX) | 0.0 | $552k | 1.9k | 293.86 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $550k | 1.2k | 460.26 |
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Tesla Motors (TSLA) | 0.0 | $547k | -18% | 2.1k | 261.63 |
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $526k | 2.6k | 200.85 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $501k | 6.4k | 78.69 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $499k | 15k | 34.29 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $491k | 3.5k | 142.04 |
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Netflix (NFLX) | 0.0 | $482k | +88% | 680.00 | 709.29 |
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Franklin Electric (FELE) | 0.0 | $482k | 4.6k | 104.82 |
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UnitedHealth (UNH) | 0.0 | $478k | -20% | 818.00 | 584.68 |
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Carrier Global Corporation (CARR) | 0.0 | $449k | 5.6k | 80.49 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $439k | +97% | 5.2k | 84.53 |
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Guidewire Software (GWRE) | 0.0 | $439k | 2.4k | 182.94 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $436k | -12% | 11k | 41.12 |
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Amgen (AMGN) | 0.0 | $430k | +10% | 1.3k | 322.11 |
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Canadian Pacific Kansas City (CP) | 0.0 | $425k | 5.0k | 85.54 |
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Texas Instruments Incorporated (TXN) | 0.0 | $418k | 2.0k | 206.57 |
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Verizon Communications (VZ) | 0.0 | $418k | -30% | 9.3k | 44.91 |
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Oracle Corporation (ORCL) | 0.0 | $416k | +14% | 2.4k | 170.40 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $407k | +29% | 785.00 | 517.78 |
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Honeywell International (HON) | 0.0 | $392k | 1.9k | 206.71 |
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Wells Fargo & Company (WFC) | 0.0 | $385k | -2% | 6.8k | 56.49 |
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Bristol Myers Squibb (BMY) | 0.0 | $377k | 7.3k | 51.74 |
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Ingredion Incorporated (INGR) | 0.0 | $375k | 2.7k | 137.43 |
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Ishares Tr Core High Dv Etf (HDV) | 0.0 | $374k | 3.2k | 117.62 |
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At&t (T) | 0.0 | $372k | +2% | 17k | 22.00 |
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Reinsurance Grp Of America I Com New (RGA) | 0.0 | $370k | 1.7k | 217.85 |
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Goldman Sachs (GS) | 0.0 | $359k | 725.00 | 495.11 |
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Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $353k | 10k | 35.04 |
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Arrow Financial Corporation (AROW) | 0.0 | $353k | -6% | 12k | 28.66 |
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Trane Technologies SHS (TT) | 0.0 | $352k | 906.00 | 388.73 |
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Broadcom (AVGO) | 0.0 | $350k | +920% | 2.0k | 172.50 |
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Mondelez Intl Cl A (MDLZ) | 0.0 | $349k | 4.7k | 73.67 |
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Altria (MO) | 0.0 | $340k | -7% | 6.7k | 51.04 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $338k | -24% | 1.7k | 200.80 |
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $333k | 5.4k | 61.20 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $324k | 1.6k | 202.76 |
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Broadridge Financial Solutions (BR) | 0.0 | $320k | 1.5k | 215.03 |
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Hubbell (HUBB) | 0.0 | $317k | 739.00 | 428.35 |
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Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $316k | 5.1k | 62.20 |
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Qualcomm (QCOM) | 0.0 | $306k | -52% | 1.8k | 170.05 |
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Atlantica Sustainable Infr P SHS (AY) | 0.0 | $298k | -80% | 14k | 21.98 |
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $291k | 5.8k | 50.60 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $291k | 10k | 29.18 |
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Duke Energy Corp Com New (DUK) | 0.0 | $289k | 2.5k | 115.30 |
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Align Technology (ALGN) | 0.0 | $287k | +4% | 1.1k | 254.32 |
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Intel Corporation (INTC) | 0.0 | $283k | -30% | 12k | 23.46 |
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Unilever Spon Adr New (UL) | 0.0 | $282k | 4.3k | 64.96 |
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North European Oil Rty Tr Sh Ben Int (NRT) | 0.0 | $279k | 53k | 5.23 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $276k | 8.7k | 31.78 |
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Ameriprise Financial (AMP) | 0.0 | $274k | -3% | 584.00 | 469.81 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $274k | 1.0k | 263.74 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $274k | 1.5k | 179.16 |
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Suncor Energy (SU) | 0.0 | $272k | 7.4k | 36.92 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $270k | 6.5k | 41.69 |
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Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $262k | 2.8k | 93.85 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $262k | 4.0k | 64.86 |
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TransDigm Group Incorporated (TDG) | 0.0 | $261k | +7% | 183.00 | 1427.13 |
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Boeing Company (BA) | 0.0 | $259k | +2% | 1.7k | 152.04 |
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salesforce (CRM) | 0.0 | $255k | -36% | 932.00 | 273.72 |
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Minerals Technologies (MTX) | 0.0 | $255k | 3.3k | 77.23 |
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M&T Bank Corporation (MTB) | 0.0 | $247k | 1.4k | 178.12 |
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Allstate Corporation (ALL) | 0.0 | $245k | 1.3k | 189.65 |
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Otis Worldwide Corp (OTIS) | 0.0 | $239k | 2.3k | 103.94 |
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Alliant Energy Corporation (LNT) | 0.0 | $235k | 3.9k | 60.69 |
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3M Company (MMM) | 0.0 | $234k | 1.7k | 136.70 |
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Waste Management (WM) | 0.0 | $228k | 1.1k | 207.60 |
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Msci (MSCI) | 0.0 | $223k | +27% | 383.00 | 583.08 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $221k | 2.9k | 77.18 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $217k | -3% | 5.2k | 41.77 |
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Advanced Micro Devices (AMD) | 0.0 | $213k | -2% | 1.3k | 164.08 |
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $213k | -2% | 4.5k | 47.29 |
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Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $212k | 4.4k | 47.74 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $210k | +6% | 595.00 | 353.48 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $205k | 2.1k | 95.75 |
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Bank of America Corporation (BAC) | 0.0 | $204k | -8% | 5.1k | 39.68 |
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Shell Spon Ads (SHEL) | 0.0 | $204k | 3.1k | 65.95 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $204k | 773.00 | 263.29 |
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Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $203k | 7.2k | 28.18 |
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Neogen Corporation (NEOG) | 0.0 | $203k | 12k | 16.81 |
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Paychex (PAYX) | 0.0 | $197k | -13% | 1.5k | 134.19 |
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NiSource (NI) | 0.0 | $195k | 5.6k | 34.65 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $187k | 2.6k | 71.86 |
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Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $185k | -2% | 3.9k | 47.13 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $185k | NEW | 1.2k | 153.13 |
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Cummins (CMI) | 0.0 | $185k | NEW | 570.00 | 324.00 |
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Linde SHS (LIN) | 0.0 | $182k | -16% | 381.00 | 476.86 |
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Northrop Grumman Corporation (NOC) | 0.0 | $179k | -25% | 339.00 | 528.07 |
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Monster Beverage Corp (MNST) | 0.0 | $178k | -19% | 3.4k | 52.17 |
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Anthem (ELV) | 0.0 | $173k | +6% | 333.00 | 520.00 |
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Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $172k | 9.5k | 18.04 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $166k | +29% | 337.00 | 493.81 |
|
Citigroup Com New (C) | 0.0 | $164k | 2.6k | 62.60 |
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Stryker Corporation (SYK) | 0.0 | $160k | +47% | 443.00 | 361.26 |
|
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $157k | 3.3k | 47.53 |
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Texas Roadhouse (TXRH) | 0.0 | $157k | 886.00 | 176.60 |
|
|
Consolidated Edison (ED) | 0.0 | $156k | 1.5k | 104.13 |
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3-d Sys Corp Del Com New (DDD) | 0.0 | $156k | -32% | 55k | 2.84 |
|
Cigna Corp (CI) | 0.0 | $155k | -23% | 446.00 | 346.44 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $154k | 925.00 | 166.82 |
|
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Autodesk (ADSK) | 0.0 | $153k | +2% | 555.00 | 275.48 |
|
Sempra Energy (SRE) | 0.0 | $152k | 1.8k | 83.63 |
|
|
Udr (UDR) | 0.0 | $147k | 3.2k | 45.34 |
|
|
Edison International (EIX) | 0.0 | $146k | 1.7k | 87.09 |
|
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $146k | 1.5k | 98.10 |
|
|
CBOE Holdings (CBOE) | 0.0 | $144k | NEW | 705.00 | 204.87 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $143k | 308.00 | 464.58 |
|
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Lam Research Corporation (LRCX) | 0.0 | $141k | 174.00 | 811.48 |
|
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Enbridge (ENB) | 0.0 | $141k | -6% | 3.5k | 40.61 |
|
Colgate-Palmolive Company (CL) | 0.0 | $140k | 1.4k | 103.81 |
|
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Curtiss-Wright (CW) | 0.0 | $138k | 420.00 | 328.68 |
|
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American Water Works (AWK) | 0.0 | $137k | 938.00 | 146.24 |
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Sherwin-Williams Company (SHW) | 0.0 | $133k | -14% | 348.00 | 381.67 |
|
Nutrien (NTR) | 0.0 | $129k | 2.7k | 48.06 |
|
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World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $127k | 2.4k | 52.13 |
|
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Capital Southwest Corporation (CSWC) | 0.0 | $127k | 5.0k | 25.29 |
|
|
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $125k | 650.00 | 192.81 |
|
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $125k | 3.7k | 33.86 |
|
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Norfolk Southern (NSC) | 0.0 | $124k | 500.00 | 248.50 |
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Shopify Cl A (SHOP) | 0.0 | $124k | +73% | 1.5k | 80.13 |
|
Yum! Brands (YUM) | 0.0 | $124k | 884.00 | 139.71 |
|
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Marsh & McLennan Companies (MMC) | 0.0 | $123k | -14% | 550.00 | 223.09 |
|
DTE Energy Company (DTE) | 0.0 | $123k | +3% | 955.00 | 128.41 |
|
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $120k | 2.5k | 47.25 |
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Intuit (INTU) | 0.0 | $120k | -21% | 193.00 | 621.00 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $119k | -7% | 835.00 | 142.28 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $119k | 1.3k | 91.31 |
|
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Vanguard World Utilities Etf (VPU) | 0.0 | $118k | 680.00 | 174.05 |
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Past Filings by Washington Trust Advisors
SEC 13F filings are viewable for Washington Trust Advisors going back to 2021
- 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
- Washington Trust Advisors 2021 Q4 filed Feb. 11, 2022