Washington Trust Advisors
Latest statistics and disclosures from Washington Trust Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PWR, AAPL, PANW, GOOG, GOOGL, and represent 27.09% of Washington Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: AXSM (+$8.1M), ARWR, TEM, Dfa Invt Dimensions Group In, ISRG, Dfa Invt Dimensions Group Inc U.s. Core Eqty 2, SPCX, VOO, Dfa Invt Dimensions Group Inc U.s. Sml Cp Port, MDLN.
- Started 51 new stock positions in DPZ, TDIV, IBTH, DOCS, WELL, NRG, DFA US Small Cap Value ETF, HSY, Dfa Invt Dimensions Group In, NMZ.
- Reduced shares in these 10 stocks: PANW (-$6.4M), DUHP, NKE, DE, AMT, DFAC, PWR, DFAS, AAPL, ALGN.
- Sold out of its positions in AFL, AMN, AKAM, ALB, AMKR, ARLO, AVB, TECH, BTAI, BURL.
- Washington Trust Advisors was a net seller of stock by $-3.8M.
- Washington Trust Advisors has $1.4B in assets under management (AUM), dropping by 3.87%.
- Central Index Key (CIK): 0001900099
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Portfolio Holdings for Washington Trust Advisors
Washington Trust Advisors holds 700 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Washington Trust Advisors has 700 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Washington Trust Advisors Sept. 30, 2026 positions
- Download the Washington Trust Advisors September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Quanta Services Stock (PWR) | 6.4 | $89M | 139k | 643.45 |
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| Apple Stock (AAPL) | 6.2 | $87M | 261k | 333.06 |
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| Palo Alto Networks Stock (PANW) | 6.0 | $84M | -7% | 212k | 397.31 |
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| Alphabet Cl C Stock (GOOG) | 4.8 | $67M | 198k | 340.69 |
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| Alphabet Cl A Stock (GOOGL) | 3.6 | $51M | 148k | 344.08 |
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| Meta Platforms Stock (META) | 3.5 | $49M | 68k | 725.06 |
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| Amazon Stock (AMZN) | 3.5 | $49M | 197k | 249.15 |
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| Visa Stock (V) | 3.3 | $46M | 129k | 359.38 |
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| Nvidia Stock (NVDA) | 3.1 | $43M | 188k | 228.38 |
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| Deere & Co Stock (DE) | 2.7 | $38M | -4% | 57k | 671.55 |
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| Berkshire Hathaway B Stock (BRK.B) | 2.3 | $32M | -2% | 65k | 497.95 |
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| IQVIA Holdings Stock (IQV) | 2.2 | $31M | -3% | 116k | 268.85 |
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| Booking Holdings Stock (BKNG) | 2.1 | $29M | 179k | 161.13 |
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| Microsoft Stock (MSFT) | 1.9 | $26M | 51k | 512.98 |
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| ResMed Stock (RMD) | 1.8 | $26M | 116k | 221.17 |
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| Schwab Fundamental U.S. Large Company ETF Etf (FNDX) | 1.7 | $23M | 738k | 31.47 |
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| Vanguard S&P 500 Index Fd ETF Etf (VOO) | 1.6 | $22M | +10% | 31k | 700.88 |
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| Jacobs Solutions Stock (J) | 1.5 | $21M | 152k | 135.27 |
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| Regeneron Pharmaceuticals Stock (REGN) | 1.4 | $20M | -6% | 26k | 758.27 |
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| Uber Technologies Stock (UBER) | 1.3 | $19M | 276k | 68.51 |
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| Snowflake Stock (SNOW) | 1.3 | $18M | -3% | 54k | 339.56 |
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| Becton Dickinson Stock (BDX) | 1.2 | $17M | 96k | 179.00 |
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| Zebra Tech Stock (ZBRA) | 1.1 | $16M | 43k | 373.31 |
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| Starbucks Stock (SBUX) | 1.1 | $15M | 161k | 93.96 |
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| PepsiCo Stock (PEP) | 1.0 | $15M | 116k | 126.72 |
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| Veeva Systems Stock (VEEV) | 1.0 | $14M | 50k | 285.50 |
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| Walt Disney Company Stock (DIS) | 0.9 | $13M | 124k | 104.90 |
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| Exxon Mobil Stock | 0.9 | $13M | 78k | 162.75 |
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| Johnson & Johnson Stock (JNJ) | 0.8 | $12M | 45k | 264.74 |
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| Edwards Lifesciences Stock (EW) | 0.8 | $11M | 129k | 86.31 |
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| Vanguard Growth ETF Etf (VUG) | 0.8 | $11M | 123k | 90.11 |
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| Sphere Entertainment Stock (SPHR) | 0.7 | $10M | -2% | 76k | 134.44 |
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| Schwab Fundamental International Equity ETF Etf (FNDF) | 0.7 | $10M | 188k | 53.75 |
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| Ecolab Stock (ECL) | 0.7 | $10M | -2% | 37k | 274.76 |
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| Brookfield Renewable Corp Stock (BEPC) | 0.7 | $10M | -2% | 355k | 28.22 |
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| Tempus AI Stock (TEM) | 0.7 | $9.9M | +35% | 121k | 81.90 |
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| JP Morgan Chase Stock (JPM) | 0.7 | $9.5M | 29k | 330.83 |
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| Intuitive Surgical Stock (ISRG) | 0.7 | $9.2M | +34% | 23k | 406.63 |
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| S&P Global Stock (SPGI) | 0.7 | $9.2M | 23k | 394.47 |
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| Air Products Stock (APD) | 0.6 | $9.0M | -3% | 32k | 278.22 |
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| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.6 | $8.8M | +2% | 185k | 47.36 |
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| ASML Holding NV Adr (ASML) | 0.6 | $8.2M | 4.5k | 1802.61 |
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| Axsome Therapeutics Stock (AXSM) | 0.6 | $8.1M | +25021% | 44k | 184.39 |
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| Vanguard Value Index Etf (VTV) | 0.5 | $7.5M | 35k | 216.08 |
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| Xylem Stock (XYL) | 0.5 | $7.0M | 70k | 101.27 |
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| WalMart Stock (WMT) | 0.5 | $6.6M | 64k | 103.92 |
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| American Tower Reit (AMT) | 0.5 | $6.5M | -21% | 40k | 163.48 |
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| Vanguard Total Stock VIPERS Etf (VTI) | 0.4 | $6.1M | +3% | 16k | 374.24 |
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| Medline Stock (MDLN) | 0.4 | $5.8M | +22% | 167k | 34.70 |
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| Waters Corp Stock (WAT) | 0.4 | $5.7M | 13k | 439.40 |
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| Kinder Morgan Stock (KMI) | 0.4 | $5.7M | 188k | 30.15 |
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| SPDR Tr Etf (SPY) | 0.4 | $5.5M | -9% | 7.2k | 762.59 |
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| Invitation Homes Reit (INVH) | 0.4 | $5.0M | -5% | 192k | 26.33 |
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| Cisco Systems Stock (CSCO) | 0.3 | $4.9M | 45k | 107.80 |
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| iShares IBOXX High Yield Bond Index Etf (HYG) | 0.3 | $4.9M | 63k | 77.21 |
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| Arrowhead Pharmaceuticals Stock (ARWR) | 0.3 | $4.8M | +179% | 73k | 65.45 |
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| Chewy Stock (CHWY) | 0.3 | $4.8M | 262k | 18.23 |
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| Ibm Stock (IBM) | 0.3 | $4.4M | 20k | 219.80 |
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| Vanguard FTSE Dev Markets Etf (VEA) | 0.3 | $4.3M | 62k | 70.61 |
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| DFA US Core Equity ETF Etf (DFAU) | 0.3 | $4.3M | +6% | 82k | 52.36 |
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| Globus Medical Stock (GMED) | 0.3 | $4.1M | +21% | 55k | 74.90 |
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| AbbVie Stock (ABBV) | 0.3 | $4.0M | 15k | 261.59 |
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| Dimensional National Municipal Bond ETF Etf (DFNM) | 0.3 | $4.0M | +6% | 86k | 46.03 |
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| Coca Cola Stock (KO) | 0.3 | $3.8M | 45k | 86.08 |
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| Berkshire Hathaway A Stock (BRK.A) | 0.3 | $3.7M | 5.00 | 747005.00 |
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| Eaton Stock (ETN) | 0.3 | $3.7M | -4% | 8.6k | 429.71 |
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| Vanguard Total Bond Market ETF Etf (BND) | 0.3 | $3.7M | +7% | 53k | 70.15 |
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| Vanguard Small-Cap ETF Etf (VB) | 0.2 | $3.2M | 11k | 284.49 |
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| Vanguard Mid-Cap Value ETF Etf (VOE) | 0.2 | $3.1M | 16k | 195.52 |
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| Zeta Global Holdings Corp A Stock (ZETA) | 0.2 | $3.1M | +3% | 97k | 31.57 |
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| DFA Emerging Core Equity Market ETF Etf (DFAE) | 0.2 | $2.9M | +4% | 73k | 39.31 |
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| DFA International Core Equity Market ETF Etf (DFAI) | 0.2 | $2.8M | +9% | 67k | 41.43 |
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| Automatic Data Stock (ADP) | 0.2 | $2.7M | 11k | 258.06 |
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| Abbott Labs Stock (ABT) | 0.2 | $2.6M | 26k | 98.84 |
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| Dimensional US High Profitability ETF Etf | 0.2 | $2.6M | NEW | 62k | 41.91 |
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| Schwab US TIPS ETF Etf (SCHP) | 0.2 | $2.6M | 102k | 25.13 |
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| DFA Tax Managed US Equity Etf (DFUS) | 0.2 | $2.5M | -5% | 30k | 83.03 |
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| VanEck Merk Gold ETF Etf (OUNZ) | 0.2 | $2.3M | +41% | 58k | 39.90 |
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| Proctor & Gamble Stock (PG) | 0.2 | $2.3M | -13% | 16k | 145.23 |
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| BlackRock Stock (BLK) | 0.2 | $2.3M | +26% | 2.1k | 1058.33 |
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| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.2 | $2.1M | +3% | 7.3k | 292.10 |
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| Caterpillar Stock (CAT) | 0.2 | $2.1M | 2.6k | 810.80 |
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| DFA Tax Advantaged US Core Equity 2 Etf | 0.1 | $2.1M | NEW | 47k | 44.45 |
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| Space Exploration Technologies Stock (SPCX) | 0.1 | $2.1M | +5371% | 14k | 150.89 |
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| Dimensional International Value ETF Etf (DFIV) | 0.1 | $1.9M | 35k | 55.86 |
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| Penumbra Stock (PEN) | 0.1 | $1.9M | -22% | 5.9k | 318.34 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.9M | 2.8k | 675.05 |
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| Home Depot Stock (HD) | 0.1 | $1.8M | -2% | 6.5k | 284.49 |
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| United Parcel Service Stock (UPS) | 0.1 | $1.8M | -5% | 19k | 93.42 |
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| Raytheon Technologies Stock (RTX) | 0.1 | $1.8M | 9.6k | 185.65 |
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| American Express Stock (AXP) | 0.1 | $1.8M | 5.8k | 304.13 |
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| Kratos Defense & Security Solutions Stock (KTOS) | 0.1 | $1.7M | +152% | 40k | 42.69 |
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| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $1.7M | +7% | 52k | 32.53 |
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| Evercore Partners Stock (EVR) | 0.1 | $1.7M | 6.5k | 257.50 |
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| GE Aerospace Stock (GE) | 0.1 | $1.7M | -4% | 5.4k | 312.29 |
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| DFA Core Fixed Income ETF Etf (DFCF) | 0.1 | $1.7M | +10% | 42k | 40.12 |
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| Dimensional U.S. Small Cap ETF Etf | 0.1 | $1.7M | NEW | 21k | 77.42 |
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| GE Vernova Stock (GEV) | 0.1 | $1.6M | -12% | 1.7k | 950.50 |
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| Dimensional International High Profitability ETF Etf (DIHP) | 0.1 | $1.5M | -2% | 45k | 33.69 |
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| Vanguard Short Term Corp Bond Index Etf (VCSH) | 0.1 | $1.5M | -12% | 19k | 77.25 |
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| Dimensional Short-Duration Fixed Income ETF Etf (DFSD) | 0.1 | $1.4M | +23% | 30k | 46.47 |
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| FedEx Stock (FDX) | 0.1 | $1.4M | 4.9k | 285.10 |
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| Union Pacific Stock (UNP) | 0.1 | $1.3M | 4.7k | 272.13 |
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| Vanguard Small-Cap Growth ETF Etf (VBK) | 0.1 | $1.2M | 3.7k | 337.84 |
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| Pfizer Stock (PFE) | 0.1 | $1.2M | 43k | 28.52 |
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| Lilly Stock (LLY) | 0.1 | $1.2M | +4% | 1.0k | 1158.31 |
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| Lowe's Stock (LOW) | 0.1 | $1.2M | -8% | 6.3k | 184.29 |
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| Brookfield Corp Stock (BN) | 0.1 | $1.1M | 31k | 36.46 |
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| CSW Industrials Stock (CSW) | 0.1 | $1.1M | 3.9k | 288.08 |
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| iShares Core S&P Mid Cap Etf (IJH) | 0.1 | $1.1M | -9% | 16k | 71.95 |
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| Freshpet Stock (FRPT) | 0.1 | $1.1M | 19k | 57.56 |
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| Merck Stock (MRK) | 0.1 | $1.1M | -3% | 7.5k | 145.49 |
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| Emerson Electric Stock (EMR) | 0.1 | $1.1M | 6.9k | 155.10 |
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| iShares Core MSCI EAFE Etf (IEFA) | 0.1 | $1.1M | 11k | 96.88 |
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| Philip Morris Int'l Stock (PM) | 0.1 | $1.1M | +20% | 5.5k | 190.82 |
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| Vanguard Emerging Markets Etf (VWO) | 0.1 | $1.0M | 17k | 59.31 |
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| iShares S&P 500 Etf (IVV) | 0.1 | $1.0M | -3% | 1.3k | 766.32 |
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| Moody's Stock (MCO) | 0.1 | $987k | -15% | 2.2k | 454.11 |
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| Costco Companies Stock (COST) | 0.1 | $950k | -14% | 1.0k | 910.35 |
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| Equinix Reit (EQIX) | 0.1 | $938k | 933.00 | 1004.98 |
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| Vanguard Total International Bond Index Fund ETF Etf (BNDX) | 0.1 | $910k | +3% | 19k | 46.87 |
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| iShares MSCI EAFE Etf (EFA) | 0.1 | $894k | 8.6k | 103.89 |
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| Invesco S&P 500 Equal Weight Etf (RSP) | 0.1 | $891k | +45% | 4.3k | 208.02 |
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| Schwab Fundamental U.S. Small Company ETF Etf (FNDA) | 0.1 | $888k | 25k | 35.00 |
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| Invesco Nasdaq 100 ETF Etf (QQQM) | 0.1 | $873k | 2.9k | 304.64 |
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| iShares Russell Growth Etf (IWF) | 0.1 | $851k | -14% | 6.8k | 125.28 |
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| Chipotle Mexican Grill Stock (CMG) | 0.1 | $805k | 25k | 31.95 |
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| Tesla Stock (TSLA) | 0.1 | $801k | -4% | 2.3k | 354.81 |
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| Broadcom Stock (AVGO) | 0.1 | $800k | -7% | 2.3k | 351.19 |
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| ChevronTexaco Stock (CVX) | 0.1 | $799k | -3% | 3.9k | 204.21 |
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| Dimensional US Large Cap Value ETF Etf (DFLV) | 0.1 | $791k | -2% | 20k | 40.17 |
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| Prologis Reit (PLD) | 0.1 | $782k | 6.0k | 129.83 |
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| iShares S&P Small Cap 600 Etf (IJR) | 0.1 | $774k | 5.7k | 136.03 |
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| Intel Stock (INTC) | 0.1 | $756k | -8% | 6.3k | 120.23 |
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| Palantir Technologies Stock (PLTR) | 0.1 | $754k | +5% | 4.0k | 187.16 |
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| Itt Stock (ITT) | 0.1 | $747k | 3.7k | 201.82 |
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| Icon Stock (ICLR) | 0.1 | $734k | -10% | 4.3k | 169.99 |
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| Schlumberger Stock (SLB) | 0.1 | $730k | 15k | 48.72 |
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| DFA International Small Cap ETF Etf (DFIS) | 0.1 | $718k | 20k | 36.23 |
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| SPDR Dow Jones Industrial Average ETF Etf (DIA) | 0.1 | $701k | 1.4k | 508.55 |
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| NBT Bancorp Stock (NBTB) | 0.0 | $684k | 14k | 50.16 |
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| iShares MSCI Emerging Markets Etf (EEM) | 0.0 | $676k | -6% | 10k | 66.79 |
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| Goldman Sachs Stock (GS) | 0.0 | $655k | 727.00 | 900.50 |
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| Dimensional Global Ex US Core Fixed Income ETF Etf (DFGX) | 0.0 | $652k | +28% | 13k | 51.14 |
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| PPG Stock (PPG) | 0.0 | $629k | 6.0k | 104.32 |
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| Vanguard Mid Cap Index Fund ETF Etf (VO) | 0.0 | $619k | +7% | 7.9k | 78.42 |
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| DFA Tax-Managed US Marketwide Value Etf (DFUV) | 0.0 | $619k | -2% | 11k | 55.00 |
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| Vanguard Small Cap Value ETF Etf (VBR) | 0.0 | $594k | 2.6k | 231.01 |
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| SPDR Gold Trust Etf (GLD) | 0.0 | $593k | 1.6k | 380.84 |
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| Texas Instruments Stock (TXN) | 0.0 | $593k | -3% | 2.1k | 280.09 |
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| Schwab International Equity ETF Etf (SCHF) | 0.0 | $583k | 21k | 27.47 |
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| iShares Core MSCI Emerging Markets Etf (IEMG) | 0.0 | $581k | -4% | 7.2k | 81.16 |
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| Wells Fargo Stock (WFC) | 0.0 | $508k | +6% | 6.4k | 80.05 |
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| iShares MSCI USA Momentum Factor Etf (MTUM) | 0.0 | $508k | 1.6k | 317.34 |
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| Reinsurance Group Stock (RGA) | 0.0 | $506k | -2% | 2.1k | 246.20 |
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| Invesco QQQ ETF Etf (QQQ) | 0.0 | $488k | 660.00 | 739.77 |
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| Micron Technology Stock (MU) | 0.0 | $478k | +13% | 448.00 | 1066.11 |
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| SPDR Gold Minishares Trust Etf (GLDM) | 0.0 | $461k | +50% | 5.6k | 82.18 |
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| North European Royalty Trust Stock (NRT) | 0.0 | $454k | 53k | 8.50 |
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| iShares Core High Dividend ETF Etf (HDV) | 0.0 | $445k | 16k | 27.96 |
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| Applied Materials Stock (AMAT) | 0.0 | $443k | +176% | 867.00 | 511.38 |
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| Franklin Electric Stock (FELE) | 0.0 | $441k | 4.6k | 95.89 |
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| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.0 | $420k | +2% | 8.3k | 50.37 |
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| Oracle Stock (ORCL) | 0.0 | $415k | -20% | 3.0k | 137.31 |
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| Dimensional International Small Cap Value ETF Etf (DISV) | 0.0 | $412k | 9.5k | 43.29 |
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| MPLX Stock (MPLX) | 0.0 | $407k | +2% | 7.2k | 56.32 |
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| M & T Bank Stock (MTB) | 0.0 | $405k | 1.9k | 217.63 |
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| Trane Technologies Stock (TT) | 0.0 | $405k | -12% | 897.00 | 451.98 |
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| DFA US Real Estate ETF Etf | 0.0 | $389k | NEW | 16k | 24.16 |
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| Netflix Stock (NFLX) | 0.0 | $379k | -18% | 5.4k | 69.58 |
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| Dimensional Emerging Markets High Profitability ETF Etf (DEHP) | 0.0 | $373k | 9.1k | 41.14 |
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| Qualcomm Stock (QCOM) | 0.0 | $370k | -2% | 2.0k | 184.05 |
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| Arrow Financial Stock (AROW) | 0.0 | $350k | -7% | 9.5k | 36.85 |
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| Vanguard Utilities ETF Etf (VPU) | 0.0 | $342k | 2.0k | 171.03 |
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| Amgen Stock (AMGN) | 0.0 | $336k | 796.00 | 421.50 |
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| Brookfield Infrastructure Partners Stock (BIP) | 0.0 | $335k | -6% | 9.4k | 35.55 |
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| Schwab Emerging Markets Equity ETF Etf (SCHE) | 0.0 | $331k | 9.1k | 36.45 |
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| Vanguard Short Term Bond Index Etf (BSV) | 0.0 | $322k | -31% | 4.2k | 76.40 |
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| VanEck Semiconductor ETF Etf (SMH) | 0.0 | $320k | 525.00 | 609.00 |
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| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Etf (GSLC) | 0.0 | $318k | -30% | 2.2k | 145.04 |
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| Altria Stock (MO) | 0.0 | $316k | 4.7k | 67.34 |
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| iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG) | 0.0 | $315k | +6% | 14k | 22.88 |
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| At&t Stock (T) | 0.0 | $313k | -20% | 13k | 24.40 |
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| Carrier Global Stock (CARR) | 0.0 | $305k | 5.6k | 54.86 |
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| BNY Mellon Municipal Intermediate ETF Etf (BKMI) | 0.0 | $289k | 12k | 24.84 |
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| Bristol Myers-Squibb Stock (BMY) | 0.0 | $283k | -7% | 4.5k | 62.42 |
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| Boeing Stock (BA) | 0.0 | $283k | 1.5k | 186.05 |
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| 3M Company Stock (MMM) | 0.0 | $282k | 1.7k | 164.20 |
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| Alerian MLP ETF Etf (AMLP) | 0.0 | $282k | 5.4k | 51.87 |
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| Amphenol Corp Stock (APH) | 0.0 | $281k | +315% | 3.3k | 84.31 |
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| Canadian Pacific Kansas City Stock (CP) | 0.0 | $280k | 3.3k | 85.10 |
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| Invesco S&P Global Water Index ETF Etf (CGW) | 0.0 | $280k | -3% | 4.5k | 62.34 |
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| Dimensional U.S. Targeted Value ETF Etf | 0.0 | $277k | NEW | 4.2k | 66.45 |
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| Bank of New York Stock (BNY) | 0.0 | $274k | 1.9k | 144.63 |
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| Verizon Stock (VZ) | 0.0 | $274k | -27% | 6.0k | 45.87 |
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| Mastercard Stock (MA) | 0.0 | $273k | 495.00 | 550.86 |
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| SPDR S&P Dividend ETF IV Etf (SDY) | 0.0 | $270k | 1.8k | 146.48 |
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| iShares S&P 500/Barra Growth Etf (IVW) | 0.0 | $264k | 1.9k | 142.26 |
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| Ingredion Stock (INGR) | 0.0 | $261k | 2.7k | 95.81 |
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| Waste Management Stock (WM) | 0.0 | $258k | 1.3k | 203.92 |
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| Bank of America Stock (BAC) | 0.0 | $258k | -4% | 4.7k | 54.43 |
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| Alexandria Real Estate Equities Reit (ARE) | 0.0 | $257k | -19% | 5.4k | 47.46 |
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| Dimensional US Sustainability Core 1 ETF Etf (DFSU) | 0.0 | $257k | 5.4k | 47.17 |
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| McDonald's Stock (MCD) | 0.0 | $252k | -15% | 1.1k | 230.94 |
|
| Danaher Stock (DHR) | 0.0 | $251k | +36% | 1.1k | 221.55 |
|
| Lam Research Stock (LRCX) | 0.0 | $249k | +16% | 759.00 | 328.51 |
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $248k | +29% | 405.00 | 611.77 |
|
| Suncor Stock (SU) | 0.0 | $237k | 3.5k | 67.87 |
|
|
| Allstate Stock (ALL) | 0.0 | $235k | 1.1k | 221.88 |
|
|
| Vanguard Short-Term Tax-Exempt Bond ETF Etf (VTES) | 0.0 | $233k | 2.4k | 98.59 |
|
|
| Dimensional Global Sustainability Fixed Income ETF Etf (DFSB) | 0.0 | $231k | +3% | 4.7k | 49.55 |
|
| Diageo Adr (DEO) | 0.0 | $229k | 2.7k | 85.60 |
|
|
| Mondelez Stock (MDLZ) | 0.0 | $228k | 3.9k | 57.82 |
|
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.0 | $228k | +19% | 918.00 | 247.94 |
|
| Duke Energy Stock (DUK) | 0.0 | $224k | -7% | 2.0k | 114.00 |
|
| Sempra Energy Stock (SRE) | 0.0 | $224k | 2.9k | 77.96 |
|
|
| Dimensional Global Real Estate ETF Etf (DFGR) | 0.0 | $222k | +24% | 8.2k | 27.05 |
|
| UnitedHealth Group Stock (UNH) | 0.0 | $219k | -35% | 597.00 | 366.05 |
|
| Curtiss Wright Stock (CW) | 0.0 | $218k | -2% | 400.00 | 543.82 |
|
| FedEx Freight Stock (FDXF) | 0.0 | $217k | -13% | 2.0k | 109.40 |
|
| Minerals Tech Stock (MTX) | 0.0 | $216k | 3.3k | 65.40 |
|
|
| McKesson Corp Stock (MCK) | 0.0 | $215k | +240% | 252.00 | 853.65 |
|
| PNC Financial Services Group Stock (PNC) | 0.0 | $214k | -11% | 967.00 | 220.85 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $213k | -16% | 669.00 | 318.12 |
|
| Schwab Interm Gov't ETF Etf (SCHR) | 0.0 | $212k | 8.9k | 23.70 |
|
|
| Ametek Stock (AME) | 0.0 | $210k | 848.00 | 247.73 |
|
|
| Ameriprise Stock (AMP) | 0.0 | $207k | 420.00 | 492.35 |
|
|
| Alliant Energy Stock (LNT) | 0.0 | $204k | -8% | 3.2k | 63.30 |
|
| Brookfield Renewable Stock (BEP) | 0.0 | $203k | 7.2k | 28.14 |
|
|
| Servicenow Stock (NOW) | 0.0 | $203k | +6772% | 1.5k | 134.01 |
|
| Schwab U.S. Large-Cap Growth ETF Etf (SCHG) | 0.0 | $199k | 5.5k | 35.93 |
|
|
| DFA Global Credit ETF Etf (DGCB) | 0.0 | $196k | +157% | 3.8k | 51.90 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $195k | 372.00 | 522.80 |
|
|
| Brookfield Asset Management Stock (BAM) | 0.0 | $194k | 4.4k | 44.58 |
|
|
| iShares Russell 2000 Value ETF Etf (IWN) | 0.0 | $194k | 925.00 | 209.45 |
|
|
| Dimensional International Sustainability Core 1 ETF Etf (DFSI) | 0.0 | $192k | 4.3k | 45.17 |
|
|
| Nasdaq Stock (NDAQ) | 0.0 | $190k | +41% | 2.1k | 92.01 |
|
| Nutrien Stock (NTR) | 0.0 | $188k | 2.7k | 70.25 |
|
|
| Shopify Stock (SHOP) | 0.0 | $185k | 1.2k | 148.34 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $179k | -20% | 951.00 | 188.08 |
|
| Global X NASDAQ 100 Cov Call Etf (QYLD) | 0.0 | $177k | 9.5k | 18.55 |
|
|
| Shell Adr (SHEL) | 0.0 | $168k | 1.8k | 95.05 |
|
|
| Otis Worldwide Stock (OTIS) | 0.0 | $167k | 2.6k | 64.32 |
|
|
| Defiance Quantum ETF Etf (QTUM) | 0.0 | $167k | 1.1k | 151.62 |
|
|
| DFA International Core Equity 2 ETF Etf (DFIC) | 0.0 | $165k | +56% | 4.4k | 37.61 |
|
| Blackstone Group Stock (BX) | 0.0 | $165k | -43% | 1.5k | 112.09 |
|
| Parker-Hannifin Corp Stock (PH) | 0.0 | $164k | -3% | 172.00 | 955.42 |
|
| DFA Tax Adv World ex US Core Eq Etf (DFAX) | 0.0 | $162k | 4.4k | 37.02 |
|
|
| Williams Cos Stock (WMB) | 0.0 | $160k | +4% | 2.4k | 67.97 |
|
| SPDR S&P 500 Fossil Fues Res ETF Etf (SPYX) | 0.0 | $159k | 2.5k | 62.48 |
|
Past Filings by Washington Trust Advisors
SEC 13F filings are viewable for Washington Trust Advisors going back to 2021
- Washington Trust Advisors 2026 Q3 filed Oct. 22, 2026
- Washington Trust Advisors 2026 Q2 filed July 29, 2026
- Washington Trust Advisors 2026 Q1 filed April 6, 2026
- 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