Washington Trust Advisors
Latest statistics and disclosures from Washington Trust Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PWR, AAPL, GOOG, GOOGL, AMZN, and represent 24.74% of Washington Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPGI (+$9.1M), WAT, TEM, MSFT, ARWR, VOO, XYL, ETN, DIA, DFAC.
- Started 119 new stock positions in VLO, FSLR, MRNA, HBAN, GRMN, SGI, PSX, CRH, STX, HPE.
- Reduced shares in these 10 stocks: PWR (-$6.6M), SPY, PYPL, APD, BRK.B, AAPL, GOOG, SPHR, DE, EFA.
- Sold out of its positions in ALDX, ALNY, APPN, ARES, AstraZeneca, TEAM, OWL, CABO, LNG, DKNG. DT, JD, LBRDK, NDAQ, PINS, QRVO, SAIL, MTN, VEU, ALC.
- Washington Trust Advisors was a net seller of stock by $-20M.
- Washington Trust Advisors has $1.2B in assets under management (AUM), dropping by -5.46%.
- Central Index Key (CIK): 0001900099
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Portfolio Holdings for Washington Trust Advisors
Washington Trust Advisors holds 684 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Washington Trust Advisors has 684 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Washington Trust Advisors March 31, 2026 positions
- Download the Washington Trust Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Quanta Services Stock (PWR) | 7.0 | $87M | -7% | 158k | 551.33 |
|
| Apple Stock (AAPL) | 5.8 | $71M | -2% | 281k | 253.79 |
|
| Alphabet Cl C Stock (GOOG) | 4.8 | $60M | -2% | 208k | 286.81 |
|
| Alphabet Cl A Stock (GOOGL) | 3.6 | $45M | -2% | 156k | 287.56 |
|
| Amazon Stock (AMZN) | 3.5 | $43M | 208k | 208.27 |
|
|
| Visa Stock (V) | 3.3 | $41M | -2% | 136k | 302.32 |
|
| Meta Platforms Stock (META) | 3.3 | $41M | -2% | 72k | 572.10 |
|
| Palo Alto Networks Stock (PANW) | 3.2 | $39M | 244k | 160.32 |
|
|
| Deere & Co Stock (DE) | 2.9 | $36M | -3% | 64k | 563.30 |
|
| Berkshire Hathaway B Stock (BRK.B) | 2.8 | $34M | -4% | 71k | 479.20 |
|
| Booking Holdings Stock (BKNG) | 2.6 | $32M | 7.5k | 4244.36 |
|
|
| Nvidia Stock (NVDA) | 2.5 | $31M | 178k | 174.40 |
|
|
| ResMed Stock (RMD) | 2.2 | $27M | -2% | 120k | 224.40 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 1.8 | $22M | -2% | 29k | 772.64 |
|
| IQVIA Holdings Stock (IQV) | 1.8 | $22M | -2% | 129k | 170.54 |
|
| Schwab Fundamental U.S. Large Company ETF Etf (FNDX) | 1.7 | $21M | 740k | 27.85 |
|
|
| Uber Technologies Stock (UBER) | 1.7 | $21M | -2% | 286k | 71.93 |
|
| Jacobs Solutions Stock (J) | 1.6 | $20M | -2% | 157k | 127.28 |
|
| Microsoft Stock (MSFT) | 1.5 | $19M | +9% | 51k | 370.14 |
|
| PepsiCo Stock (PEP) | 1.5 | $18M | -2% | 118k | 155.29 |
|
| Vanguard S&P 500 Index Fd ETF Etf (VOO) | 1.3 | $17M | +5% | 28k | 597.54 |
|
| Brookfield Renewable Corp Stock (BEPC) | 1.3 | $16M | -3% | 393k | 39.83 |
|
| Starbucks Stock (SBUX) | 1.2 | $15M | -3% | 172k | 89.59 |
|
| Becton Dickinson Stock (BDX) | 1.2 | $15M | 96k | 157.23 |
|
|
| Exxon Mobil Stock (XOM) | 1.1 | $14M | 80k | 169.66 |
|
|
| Walt Disney Company Stock (DIS) | 1.0 | $13M | -3% | 134k | 96.39 |
|
| Johnson & Johnson Stock (JNJ) | 0.9 | $11M | 46k | 244.44 |
|
|
| Air Products Stock (APD) | 0.9 | $11M | -14% | 38k | 290.49 |
|
| Edwards Lifesciences Stock (EW) | 0.9 | $11M | -3% | 134k | 80.11 |
|
| Ecolab Stock (ECL) | 0.9 | $11M | -3% | 40k | 266.02 |
|
| Sphere Entertainment Stock (SPHR) | 0.9 | $11M | -12% | 90k | 117.40 |
|
| WalMart Stock (WMT) | 0.8 | $10M | 83k | 124.28 |
|
|
| S&P Global Stock (SPGI) | 0.8 | $9.6M | +2142% | 23k | 425.34 |
|
| Zebra Tech Stock (ZBRA) | 0.8 | $9.5M | -3% | 45k | 209.08 |
|
| Schwab Fundamental International Equity ETF Etf (FNDF) | 0.8 | $9.4M | 191k | 48.93 |
|
|
| Snowflake Stock (SNOW) | 0.7 | $9.1M | +3% | 60k | 150.85 |
|
| Vanguard Growth ETF Etf (VUG) | 0.7 | $9.0M | -2% | 21k | 436.79 |
|
| American Tower Reit (AMT) | 0.7 | $8.9M | 51k | 172.50 |
|
|
| JP Morgan Chase Stock (JPM) | 0.7 | $8.8M | -2% | 30k | 294.16 |
|
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.7 | $8.7M | -2% | 174k | 49.89 |
|
| Xylem Stock (XYL) | 0.7 | $8.3M | +6% | 69k | 119.93 |
|
| Veeva Systems Stock (VEEV) | 0.7 | $8.1M | 46k | 175.66 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.6 | $7.8M | -2% | 17k | 460.20 |
|
| Chewy Stock (CHWY) | 0.6 | $7.5M | -2% | 277k | 27.00 |
|
| Vanguard Value Index Etf (VTV) | 0.5 | $6.6M | 34k | 196.20 |
|
|
| Kinder Morgan Stock (KMI) | 0.5 | $6.6M | 196k | 33.52 |
|
|
| Nike Stock (NKE) | 0.5 | $6.3M | -3% | 119k | 52.82 |
|
| Penumbra Stock (PEN) | 0.5 | $6.1M | -7% | 19k | 328.37 |
|
| ASML Holding NV Adr (ASML) | 0.5 | $6.1M | -3% | 4.6k | 1312.58 |
|
| Invitation Homes Reit (INVH) | 0.5 | $5.9M | -6% | 237k | 24.85 |
|
| Ibm Stock (IBM) | 0.4 | $5.0M | -4% | 21k | 242.39 |
|
| iShares IBOXX High Yield Bond Index Etf (HYG) | 0.4 | $5.0M | 63k | 79.56 |
|
|
| Vanguard Total Stock VIPERS Etf (VTI) | 0.4 | $4.9M | +4% | 15k | 320.81 |
|
| SPDR Tr Etf (SPY) | 0.4 | $4.5M | -50% | 6.9k | 650.39 |
|
| Cisco Systems Stock (CSCO) | 0.3 | $4.1M | 52k | 77.70 |
|
|
| Vanguard FTSE Dev Markets Etf (VEA) | 0.3 | $3.9M | 61k | 64.08 |
|
|
| Dimensional National Municipal Bond ETF Etf (DFNM) | 0.3 | $3.9M | +2% | 82k | 47.93 |
|
| Waters Corp Stock (WAT) | 0.3 | $3.9M | NEW | 13k | 297.79 |
|
| Coca Cola Stock (KO) | 0.3 | $3.9M | 51k | 76.05 |
|
|
| Berkshire Hathaway A Stock (BRK.A) | 0.3 | $3.6M | 5.00 | 718140.00 |
|
|
| Vanguard Total Bond Market ETF Etf (BND) | 0.3 | $3.6M | 49k | 73.64 |
|
|
| AbbVie Stock (ABBV) | 0.3 | $3.6M | 16k | 217.49 |
|
|
| Eaton Stock (ETN) | 0.3 | $3.5M | +16% | 9.7k | 357.67 |
|
| Vanguard Small-Cap ETF Etf (VB) | 0.2 | $3.0M | +7% | 11k | 261.92 |
|
| DFA US Core Equity ETF Etf (DFAU) | 0.2 | $2.9M | +4% | 65k | 45.12 |
|
| Vanguard Mid-Cap Value ETF Etf (VOE) | 0.2 | $2.9M | 16k | 184.28 |
|
|
| Abbott Labs Stock (ABT) | 0.2 | $2.8M | 27k | 102.67 |
|
|
| Schwab US TIPS ETF Etf (SCHP) | 0.2 | $2.7M | -4% | 102k | 26.61 |
|
| Tempus AI Stock (TEM) | 0.2 | $2.7M | NEW | 60k | 45.22 |
|
| Automatic Data Stock (ADP) | 0.2 | $2.6M | 13k | 203.18 |
|
|
| DFA Tax Managed US Equity Etf (DFUS) | 0.2 | $2.5M | 36k | 70.91 |
|
|
| Proctor & Gamble Stock (PG) | 0.2 | $2.5M | 18k | 144.18 |
|
|
| DFA Emerging Core Equity Market ETF Etf (DFAE) | 0.2 | $2.4M | 71k | 33.86 |
|
|
| Dimensional US High Profitability ETF Etf (DUHP) | 0.2 | $2.2M | -2% | 61k | 36.76 |
|
| Home Depot Stock (HD) | 0.2 | $2.2M | -5% | 6.6k | 328.89 |
|
| United Parcel Service Stock (UPS) | 0.2 | $2.1M | 21k | 98.38 |
|
|
| GE Vernova Stock (GEV) | 0.2 | $2.1M | 2.4k | 874.05 |
|
|
| DFA International Core Equity Market ETF Etf (DFAI) | 0.2 | $2.1M | +16% | 53k | 38.96 |
|
| GE Aerospace Stock (GE) | 0.2 | $2.1M | -2% | 7.3k | 284.15 |
|
| Evercore Partners Stock (EVR) | 0.2 | $2.0M | 6.8k | 298.51 |
|
|
| Align Technology Stock (ALGN) | 0.2 | $1.9M | -12% | 11k | 171.43 |
|
| Caterpillar Stock (CAT) | 0.2 | $1.9M | 2.6k | 708.50 |
|
|
| Raytheon Technologies Stock (RTX) | 0.2 | $1.9M | -2% | 9.6k | 192.90 |
|
| VanEck Merk Gold ETF Etf (OUNZ) | 0.1 | $1.9M | 41k | 45.05 |
|
|
| Dimensional International Value ETF Etf (DFIV) | 0.1 | $1.8M | -8% | 34k | 52.78 |
|
| Globus Medical Stock (GMED) | 0.1 | $1.8M | -4% | 21k | 86.16 |
|
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.1 | $1.8M | 6.9k | 257.36 |
|
|
| American Express Stock (AXP) | 0.1 | $1.7M | 5.8k | 302.47 |
|
|
| FedEx Stock (FDX) | 0.1 | $1.7M | 4.9k | 356.20 |
|
|
| Vanguard Short Term Corp Bond Index Etf (VCSH) | 0.1 | $1.6M | 21k | 79.27 |
|
|
| Lowe's Stock (LOW) | 0.1 | $1.6M | 6.7k | 236.29 |
|
|
| Arrowhead Pharmaceuticals Stock (ARWR) | 0.1 | $1.6M | +4537% | 25k | 62.70 |
|
| DFA Core Fixed Income ETF Etf (DFCF) | 0.1 | $1.6M | 38k | 42.22 |
|
|
| Alexandria Real Estate Equities Reit (ARE) | 0.1 | $1.5M | -37% | 32k | 46.40 |
|
| PayPal Stock (PYPL) | 0.1 | $1.5M | -63% | 33k | 45.23 |
|
| Dimensional International High Profitability ETF Etf (DIHP) | 0.1 | $1.5M | -3% | 46k | 32.22 |
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $1.4M | +2% | 46k | 30.68 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.4M | 2.9k | 491.53 |
|
|
| McDonald's Stock (MCD) | 0.1 | $1.3M | +2% | 4.3k | 310.79 |
|
| Brookfield Corp Stock (BN) | 0.1 | $1.3M | 32k | 40.47 |
|
|
| BlackRock Stock (BLK) | 0.1 | $1.3M | 1.3k | 961.72 |
|
|
| Pfizer Stock (PFE) | 0.1 | $1.3M | 45k | 28.08 |
|
|
| Dimensional U.S. Small Cap ETF Etf (DFAS) | 0.1 | $1.2M | 17k | 71.13 |
|
|
| iShares Core S&P Mid Cap Etf (IJH) | 0.1 | $1.2M | 18k | 67.53 |
|
|
| DFA Tax Advantaged US Core Equity 2 Etf (DFAC) | 0.1 | $1.2M | +55% | 30k | 38.86 |
|
| Dimensional Short-Duration Fixed Income ETF Etf (DFSD) | 0.1 | $1.2M | +20% | 24k | 47.88 |
|
| Vanguard Small-Cap Growth ETF Etf (VBK) | 0.1 | $1.1M | 3.7k | 302.24 |
|
|
| Union Pacific Stock (UNP) | 0.1 | $1.1M | 4.6k | 242.62 |
|
|
| Moody's Stock (MCO) | 0.1 | $1.1M | 2.6k | 436.33 |
|
|
| Merck Stock (MRK) | 0.1 | $1.1M | 8.9k | 120.29 |
|
|
| CSW Industrials Stock (CSW) | 0.1 | $1.0M | -4% | 3.9k | 260.58 |
|
| iShares Core MSCI EAFE Etf (IEFA) | 0.1 | $993k | 11k | 90.53 |
|
|
| Emerson Electric Stock (EMR) | 0.1 | $984k | -3% | 7.5k | 131.02 |
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| Lilly Stock (LLY) | 0.1 | $979k | 1.1k | 920.09 |
|
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| Tesla Stock (TSLA) | 0.1 | $971k | -8% | 2.6k | 371.75 |
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| Vanguard Emerging Markets Etf (VWO) | 0.1 | $959k | +4% | 18k | 54.05 |
|
| Equinix Reit (EQIX) | 0.1 | $926k | +5% | 948.00 | 976.52 |
|
| Vanguard Total International Bond Index Fund ETF Etf (BNDX) | 0.1 | $893k | +56% | 19k | 48.05 |
|
| iShares S&P 500 Etf (IVV) | 0.1 | $893k | -40% | 1.4k | 652.70 |
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| iShares MSCI EAFE Etf (EFA) | 0.1 | $865k | -59% | 8.9k | 97.13 |
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| Chipotle Mexican Grill Stock (CMG) | 0.1 | $836k | -9% | 26k | 32.01 |
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| iShares Russell Growth Etf (IWF) | 0.1 | $826k | -5% | 1.9k | 426.16 |
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| ChevronTexaco Stock (CVX) | 0.1 | $823k | -7% | 4.0k | 206.90 |
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| Philip Morris Int'l Stock (PM) | 0.1 | $816k | 4.9k | 165.34 |
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| Schwab Fundamental U.S. Small Company ETF Etf (FNDA) | 0.1 | $808k | 25k | 32.43 |
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| Costco Companies Stock (COST) | 0.1 | $799k | -10% | 822.00 | 972.43 |
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| Prologis Reit (PLD) | 0.1 | $793k | 6.0k | 132.18 |
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| Freshpet Stock (FRPT) | 0.1 | $789k | 13k | 58.96 |
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| Broadcom Stock (AVGO) | 0.1 | $773k | +12% | 2.5k | 309.51 |
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| Schlumberger Stock (SLB) | 0.1 | $770k | 15k | 51.39 |
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| SPDR Dow Jones Industrial Average ETF Etf (DIA) | 0.1 | $755k | +156% | 1.6k | 463.08 |
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| Goldman Sachs Stock (GS) | 0.1 | $746k | 882.00 | 845.99 |
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| iShares S&P Small Cap 600 Etf (IJR) | 0.1 | $742k | 6.0k | 124.30 |
|
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| Dimensional US Large Cap Value ETF Etf (DFLV) | 0.1 | $717k | 20k | 35.71 |
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| Itt Stock (ITT) | 0.1 | $706k | 3.7k | 190.53 |
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| Nextera Energy Stock (NEE) | 0.1 | $704k | 7.6k | 92.88 |
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| Invesco Nasdaq 100 ETF Etf (QQQM) | 0.1 | $681k | +9% | 2.9k | 237.62 |
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| PPG Stock (PPG) | 0.1 | $677k | 6.3k | 106.85 |
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| DFA International Small Cap ETF Etf (DFIS) | 0.1 | $658k | -3% | 20k | 33.67 |
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| SPDR Gold Trust Etf (GLD) | 0.1 | $647k | +12% | 1.5k | 430.29 |
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| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $628k | -55% | 11k | 56.79 |
|
| Diageo Adr (DEO) | 0.1 | $621k | -40% | 8.3k | 74.44 |
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| Icon Stock (ICLR) | 0.0 | $588k | -10% | 5.3k | 110.66 |
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| Netflix Stock (NFLX) | 0.0 | $562k | +14% | 5.8k | 96.15 |
|
| DFA Tax-Managed US Marketwide Value Etf (DFUV) | 0.0 | $562k | 12k | 48.46 |
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| NBT Bancorp Stock (NBTB) | 0.0 | $551k | 13k | 42.58 |
|
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| Oracle Stock (ORCL) | 0.0 | $538k | 3.7k | 147.11 |
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| Wells Fargo Stock (WFC) | 0.0 | $530k | 6.7k | 79.61 |
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| Schwab International Equity ETF Etf (SCHF) | 0.0 | $525k | 21k | 24.75 |
|
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| iShares Core MSCI Emerging Markets Etf (IEMG) | 0.0 | $520k | +8% | 7.5k | 69.75 |
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| At&t Stock (T) | 0.0 | $509k | +9% | 18k | 28.99 |
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| iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG) | 0.0 | $506k | 22k | 22.91 |
|
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| Vanguard Mid Cap Index Fund ETF Etf (VO) | 0.0 | $489k | +5% | 1.7k | 287.24 |
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| North European Royalty Trust Stock (NRT) | 0.0 | $481k | 53k | 9.00 |
|
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| Vanguard Short Term Bond Index Etf (BSV) | 0.0 | $481k | -8% | 6.1k | 78.41 |
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| Palantir Technologies Stock (PLTR) | 0.0 | $478k | +10% | 3.3k | 146.26 |
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| Verizon Stock (VZ) | 0.0 | $464k | -3% | 9.3k | 50.20 |
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| Reinsurance Group Stock (RGA) | 0.0 | $458k | +28% | 2.2k | 204.13 |
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| Trane Technologies Stock (TT) | 0.0 | $454k | +10% | 1.1k | 417.14 |
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| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Etf (GSLC) | 0.0 | $450k | -4% | 3.6k | 125.13 |
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| Invesco S&P 500 Equal Weight Etf (RSP) | 0.0 | $450k | +99% | 2.3k | 191.92 |
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| Vanguard Small Cap Value ETF Etf (VBR) | 0.0 | $439k | 2.0k | 217.29 |
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| Texas Instruments Stock (TXN) | 0.0 | $436k | +5% | 2.2k | 194.14 |
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| Aptiv Stock (APTV) | 0.0 | $432k | 6.2k | 69.47 |
|
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| iShares Core High Dividend ETF Etf (HDV) | 0.0 | $432k | 3.2k | 135.72 |
|
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| Franklin Electric Stock (FELE) | 0.0 | $424k | 4.6k | 92.17 |
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| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.0 | $414k | 8.2k | 50.61 |
|
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| M & T Bank Stock (MTB) | 0.0 | $396k | 1.9k | 206.75 |
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| Amgen Stock (AMGN) | 0.0 | $394k | -8% | 1.1k | 351.85 |
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| Invesco QQQ ETF Etf (QQQ) | 0.0 | $393k | -5% | 680.00 | 577.18 |
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| Vanguard Utilities ETF Etf (VPU) | 0.0 | $393k | 2.0k | 198.11 |
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| MPLX Stock (MPLX) | 0.0 | $385k | +76% | 6.7k | 57.07 |
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| iShares MSCI USA Momentum Factor Etf (MTUM) | 0.0 | $384k | 1.6k | 239.99 |
|
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| Dimensional International Small Cap Value ETF Etf (DISV) | 0.0 | $381k | -4% | 9.7k | 39.44 |
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| DFA US Real Estate ETF Etf (DFAR) | 0.0 | $378k | 16k | 23.65 |
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| Intel Stock (INTC) | 0.0 | $377k | 8.5k | 44.13 |
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| Brookfield Infrastructure Partners Stock (BIP) | 0.0 | $364k | 10k | 36.12 |
|
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| Arrow Financial Stock (AROW) | 0.0 | $346k | -7% | 10k | 33.57 |
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| Equifax Stock (EFX) | 0.0 | $338k | 1.9k | 180.07 |
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| Altria Stock (MO) | 0.0 | $325k | 4.9k | 66.00 |
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| Carrier Global Stock (CARR) | 0.0 | $313k | -4% | 5.6k | 56.31 |
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| Ingredion Stock (INGR) | 0.0 | $306k | 2.7k | 112.66 |
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| Boeing Stock (BA) | 0.0 | $306k | +5% | 1.5k | 199.03 |
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| Dimensional Emerging Markets High Profitability ETF Etf (DEHP) | 0.0 | $304k | 9.0k | 33.79 |
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| Qualcomm Stock (QCOM) | 0.0 | $301k | 2.3k | 128.78 |
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| Schwab Emerging Markets Equity ETF Etf (SCHE) | 0.0 | $300k | 9.1k | 32.95 |
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| Invesco S&P Global Water Index ETF Etf (CGW) | 0.0 | $299k | 4.7k | 63.94 |
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| Alerian MLP ETF Etf (AMLP) | 0.0 | $298k | -3% | 5.7k | 52.64 |
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| Bristol Myers-Squibb Stock (BMY) | 0.0 | $297k | +2% | 4.9k | 60.64 |
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| Shell Adr (SHEL) | 0.0 | $294k | 3.2k | 93.00 |
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| Bank of New York Stock (BK) | 0.0 | $293k | -5% | 2.5k | 118.63 |
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| Waste Management Stock (WM) | 0.0 | $293k | +6% | 1.3k | 229.79 |
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| Curtiss Wright Stock (CW) | 0.0 | $286k | 420.00 | 681.12 |
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| Alliant Energy Stock (LNT) | 0.0 | $277k | 3.9k | 71.76 |
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| Canadian Pacific Kansas City Stock (CP) | 0.0 | $275k | -12% | 3.5k | 78.66 |
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| SPDR Gold Minishares Trust Etf (GLDM) | 0.0 | $273k | +38% | 2.9k | 92.69 |
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| SPDR S&P Dividend ETF IV Etf (SDY) | 0.0 | $269k | 1.8k | 145.94 |
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| Nisource Stock (NI) | 0.0 | $262k | 5.6k | 46.66 |
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| Mondelez Stock (MDLZ) | 0.0 | $262k | +3% | 4.5k | 57.65 |
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| Dimensional U.S. Targeted Value ETF Etf (DFAT) | 0.0 | $259k | -2% | 4.1k | 62.44 |
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| Bank of America Stock (BAC) | 0.0 | $258k | 5.3k | 48.75 |
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| Duke Energy Stock (DUK) | 0.0 | $257k | -21% | 2.0k | 131.00 |
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| DocuSign Stock (DOCU) | 0.0 | $256k | -79% | 5.4k | 47.41 |
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| 3M Company Stock (MMM) | 0.0 | $248k | -5% | 1.7k | 145.23 |
|
| UnitedHealth Group Stock (UNH) | 0.0 | $248k | 916.00 | 270.45 |
|
|
| Suncor Stock (SU) | 0.0 | $235k | 3.6k | 66.11 |
|
|
| Brookfield Renewable Stock (BEP) | 0.0 | $235k | 7.2k | 32.64 |
|
|
| Minerals Tech Stock (MTX) | 0.0 | $234k | 3.3k | 70.92 |
|
|
| Dimensional Global Ex US Core Fixed Income ETF Etf (DFGX) | 0.0 | $232k | 4.4k | 52.45 |
|
|
| Schwab Interm Gov't ETF Etf (SCHR) | 0.0 | $227k | 9.1k | 24.91 |
|
|
| Dimensional US Sustainability Core 1 ETF Etf (DFSU) | 0.0 | $226k | 5.5k | 41.09 |
|
|
| Vanguard Short-Term Tax-Exempt Bond ETF Etf (VTES) | 0.0 | $224k | 2.2k | 101.14 |
|
|
| Allstate Stock (ALL) | 0.0 | $219k | 1.1k | 207.38 |
|
|
| Mastercard Stock (MA) | 0.0 | $214k | +38% | 428.00 | 500.76 |
|
| Amentum Holdings Stock (AMTM) | 0.0 | $212k | 8.1k | 26.08 |
|
|
| iShares S&P 500/Barra Growth Etf (IVW) | 0.0 | $210k | 1.9k | 113.11 |
|
|
| Broadridge Financial Solutions Stock (BR) | 0.0 | $209k | 1.3k | 162.48 |
|
|
| Williams Cos Stock (WMB) | 0.0 | $208k | +3% | 2.9k | 72.78 |
|
| VanEck Semiconductor ETF Etf (SMH) | 0.0 | $207k | 540.00 | 383.40 |
|
|
| Nutrien Stock (NTR) | 0.0 | $202k | 2.7k | 75.46 |
|
|
| EQT Corp Stock (EQT) | 0.0 | $197k | +1000% | 3.1k | 63.64 |
|
| Morgan Stanley Stock (MS) | 0.0 | $196k | +13% | 1.2k | 164.57 |
|
| Honeywell Int'l Stock (HON) | 0.0 | $195k | -14% | 861.00 | 226.03 |
|
| Brookfield Asset Management Stock (BAM) | 0.0 | $194k | 4.4k | 44.45 |
|
|
| General Dynamics Corp Stock (GD) | 0.0 | $190k | -11% | 553.00 | 343.22 |
|
| Guidewire Software Stock (GWRE) | 0.0 | $187k | 1.3k | 149.56 |
|
|
| Ameriprise Stock (AMP) | 0.0 | $187k | 420.00 | 444.40 |
|
|
| Blackstone Group Stock (BX) | 0.0 | $186k | +167% | 1.6k | 114.99 |
|
| Dimensional Global Sustainability Fixed Income ETF Etf (DFSB) | 0.0 | $185k | 3.6k | 51.74 |
|
|
| Otis Worldwide Stock (OTIS) | 0.0 | $183k | +3% | 2.4k | 77.08 |
|
| Salesforce Stock (CRM) | 0.0 | $183k | -16% | 978.00 | 186.67 |
|
| Ametek Stock (AME) | 0.0 | $182k | 848.00 | 214.36 |
|
|
| Stryker Stock (SYK) | 0.0 | $181k | -22% | 552.00 | 328.59 |
|
| Invesco S&P 500 Etf (XLG) | 0.0 | $180k | 3.3k | 54.55 |
|
|
| Dimensional International Sustainability Core 1 ETF Etf (DFSI) | 0.0 | $178k | 4.2k | 42.40 |
|
|
| iShares Russell 2000 Value ETF Etf (IWN) | 0.0 | $175k | 925.00 | 189.59 |
|
|
| Sempra Energy Stock (SRE) | 0.0 | $175k | +4% | 1.8k | 96.97 |
|
| Intuit Stock (INTU) | 0.0 | $173k | -18% | 401.00 | 432.38 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $168k | -21% | 377.00 | 446.56 |
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.0 | $168k | -35% | 787.00 | 213.78 |
|
| Dimensional Global Real Estate ETF Etf (DFGR) | 0.0 | $168k | +11% | 6.3k | 26.58 |
|
| Enbridge Stock (ENB) | 0.0 | $166k | -7% | 3.1k | 54.14 |
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $165k | +44% | 811.00 | 203.43 |
|
| Global X NASDAQ 100 Cov Call Etf (QYLD) | 0.0 | $164k | 9.5k | 17.15 |
|
|
| Lam Research Stock (LRCX) | 0.0 | $159k | +14% | 743.00 | 213.66 |
|
| Cognizant Tech Stock (CTSH) | 0.0 | $157k | 2.6k | 61.35 |
|
|
| Illumina Stock (ILMN) | 0.0 | $154k | -38% | 1.2k | 123.26 |
|
| Shopify Stock (SHOP) | 0.0 | $152k | -6% | 1.3k | 118.62 |
|
| DFA Tax Adv World ex US Core Eq Etf (DFAX) | 0.0 | $148k | 4.4k | 33.97 |
|
|
| Consol Edison Stock (ED) | 0.0 | $147k | 1.3k | 113.18 |
|
Past Filings by Washington Trust Advisors
SEC 13F filings are viewable for Washington Trust Advisors going back to 2021
- 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
- Washington Trust Advisors 2022 Q4 filed Feb. 8, 2023
- Washington Trust Advisors 2022 Q3 filed Oct. 14, 2022