Washington Trust Advisors
Latest statistics and disclosures from Washington Trust Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, PANW, PWR, V, AMZN, and represent 22.25% of Washington Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: EW, PEN, IJH, IJR, QQQM, VOO, VEEV, SCHR, AVGO, DFCF.
- Started 33 new stock positions in SONY, SCCO, Rayzebio, SCHW, PCTY, LYB, TDG, AZN, LBTYK, FFIV.
- Reduced shares in these 10 stocks: GMED, AY, ILMN, BEPC, HYG, VTEB, FNDX, VTV, VUG, GVI.
- Sold out of its positions in BATRK, BWFG, BFK, BX, CDW, CFRXQ, EVBG, FOXA, GXO, IT.
- Washington Trust Advisors was a net seller of stock by $-28M.
- Washington Trust Advisors has $1.0B in assets under management (AUM), dropping by 7.16%.
- 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 666 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Washington Trust Advisors has 666 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Washington Trust Advisors Dec. 31, 2023 positions
- Download the Washington Trust Advisors December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.2 | $65M | 339k | 192.53 |
|
|
| Palo Alto Networks (PANW) | 4.4 | $46M | -2% | 156k | 294.88 |
|
| Quanta Services (PWR) | 4.3 | $45M | 210k | 215.80 |
|
|
| Visa Com Cl A (V) | 3.8 | $40M | 154k | 260.35 |
|
|
| Amazon (AMZN) | 3.4 | $36M | 236k | 151.94 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $36M | 254k | 140.93 |
|
|
| Iqvia Holdings (IQV) | 3.2 | $34M | 146k | 231.38 |
|
|
| Booking Holdings (BKNG) | 3.0 | $32M | 8.9k | 3547.22 |
|
|
| Meta Platforms Cl A (META) | 3.0 | $31M | 88k | 353.96 |
|
|
| Deere & Company (DE) | 2.8 | $29M | 73k | 399.87 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $29M | 208k | 139.69 |
|
|
| Regeneron Pharmaceuticals (REGN) | 2.7 | $28M | 32k | 878.29 |
|
|
| Becton, Dickinson and (BDX) | 2.2 | $24M | 96k | 243.83 |
|
|
| ResMed (RMD) | 2.2 | $24M | 136k | 172.02 |
|
|
| Jacobs Engineering Group (J) | 2.2 | $23M | 180k | 129.80 |
|
|
| Pepsi (PEP) | 2.2 | $23M | 135k | 169.84 |
|
|
| Uber Technologies (UBER) | 2.0 | $21M | 344k | 61.57 |
|
|
| Starbucks Corporation (SBUX) | 1.9 | $20M | 206k | 96.01 |
|
|
| Air Products & Chemicals (APD) | 1.8 | $19M | 69k | 273.80 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 1.8 | $18M | -6% | 297k | 61.94 |
|
| United Parcel Service CL B (UPS) | 1.7 | $18M | 116k | 157.23 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 1.4 | $15M | -2% | 53k | 273.33 |
|
| Nike CL B (NKE) | 1.4 | $14M | 133k | 108.57 |
|
|
| Walt Disney Company (DIS) | 1.3 | $14M | 154k | 90.29 |
|
|
| American Tower Reit (AMT) | 1.2 | $13M | 59k | 215.88 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $12M | 24k | 495.22 |
|
|
| stock | 1.1 | $12M | -3% | 77k | 152.35 |
|
| Aptiv SHS (APTV) | 1.1 | $11M | 125k | 89.72 |
|
|
| Paypal Holdings (PYPL) | 1.0 | $11M | -4% | 172k | 61.41 |
|
| Invitation Homes (INVH) | 1.0 | $10M | 292k | 34.11 |
|
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.9 | $9.9M | -15% | 342k | 28.79 |
|
| Ecolab (ECL) | 0.9 | $9.4M | 47k | 198.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $9.3M | +4% | 21k | 436.80 |
|
| Microsoft Corporation (MSFT) | 0.9 | $9.2M | 24k | 376.04 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $8.8M | 88k | 99.98 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.8 | $8.4M | +4% | 44k | 192.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $8.3M | -11% | 27k | 310.88 |
|
| Intuitive Surgical Com New (ISRG) | 0.7 | $7.8M | 23k | 337.36 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $7.7M | 49k | 156.74 |
|
|
| Edwards Lifesciences (EW) | 0.7 | $7.4M | +33% | 97k | 76.25 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.7 | $7.1M | -5% | 211k | 33.73 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $7.1M | -2% | 15k | 475.32 |
|
| Sphere Entertainment Cl A (SPHR) | 0.6 | $6.3M | 185k | 33.96 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $6.1M | -16% | 41k | 149.50 |
|
| Globus Med Cl A (GMED) | 0.5 | $5.6M | -37% | 106k | 53.29 |
|
| Chewy Cl A (CHWY) | 0.5 | $5.5M | -3% | 234k | 23.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $5.5M | 32k | 170.10 |
|
|
| Kinder Morgan (KMI) | 0.5 | $5.1M | 291k | 17.64 |
|
|
| Vail Resorts (MTN) | 0.5 | $4.9M | 23k | 213.47 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $4.7M | 30k | 157.65 |
|
|
| Diageo Spon Adr New (DEO) | 0.4 | $4.5M | 31k | 145.66 |
|
|
| Coca-Cola Company (KO) | 0.4 | $3.7M | 63k | 58.93 |
|
|
| International Business Machines (IBM) | 0.4 | $3.7M | 22k | 163.55 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $3.5M | -27% | 68k | 51.05 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $3.3M | -13% | 64k | 52.20 |
|
| Automatic Data Processing (ADP) | 0.3 | $3.3M | 14k | 232.97 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.3M | 14k | 237.22 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $3.2M | 29k | 110.07 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $3.0M | -32% | 39k | 77.39 |
|
| Cisco Systems (CSCO) | 0.3 | $3.0M | 59k | 50.52 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $3.0M | 20k | 146.54 |
|
|
| Abbvie (ABBV) | 0.3 | $2.6M | 17k | 154.97 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.5M | -10% | 53k | 47.90 |
|
| Home Depot (HD) | 0.2 | $2.5M | 7.1k | 346.56 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $2.3M | 16k | 145.01 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.1M | 10k | 213.33 |
|
|
| Atlantica Sustainable Infr P SHS (AY) | 0.2 | $2.1M | -53% | 97k | 21.50 |
|
| Lowe's Companies (LOW) | 0.2 | $2.0M | 9.0k | 222.55 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.0M | -9% | 26k | 75.35 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.8M | -7% | 23k | 77.37 |
|
| Icon SHS (ICLR) | 0.2 | $1.8M | 6.2k | 283.07 |
|
|
| Madison Square Garden Entmt Com Cl A (MSGE) | 0.2 | $1.7M | -36% | 52k | 31.79 |
|
| Pfizer (PFE) | 0.2 | $1.6M | 57k | 28.79 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.6M | -6% | 21k | 73.55 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.5M | -4% | 6.8k | 219.57 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | 21k | 70.35 |
|
|
| FedEx Corporation (FDX) | 0.1 | $1.4M | 5.7k | 252.97 |
|
|
| Evercore Class A (EVR) | 0.1 | $1.4M | 8.2k | 171.05 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | 4.6k | 303.17 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.4k | 296.51 |
|
|
| Penumbra (PEN) | 0.1 | $1.3M | +141% | 5.0k | 251.54 |
|
| American Express Company (AXP) | 0.1 | $1.2M | 6.6k | 187.34 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | 2.5k | 477.63 |
|
|
| BlackRock (BLK) | 0.1 | $1.2M | -2% | 1.5k | 811.80 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.2M | +4% | 4.8k | 245.62 |
|
| Docusign (DOCU) | 0.1 | $1.2M | -25% | 20k | 59.45 |
|
| Intel Corporation (INTC) | 0.1 | $1.1M | 22k | 50.25 |
|
|
| Xylem (XYL) | 0.1 | $1.1M | 9.6k | 114.36 |
|
|
| General Electric Com New (GE) | 0.1 | $1.1M | -2% | 8.5k | 127.63 |
|
| Chevron Corporation (CVX) | 0.1 | $1.1M | -4% | 7.0k | 149.16 |
|
| Moody's Corporation (MCO) | 0.1 | $1.0M | 2.7k | 390.56 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $997k | -6% | 25k | 40.21 |
|
| Merck & Co (MRK) | 0.1 | $993k | -6% | 9.1k | 109.02 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $977k | -3% | 18k | 55.35 |
|
| Caterpillar (CAT) | 0.1 | $971k | 3.3k | 295.66 |
|
|
| Csw Industrials (CSWI) | 0.1 | $965k | -5% | 4.7k | 207.41 |
|
| Illumina (ILMN) | 0.1 | $955k | -69% | 6.9k | 139.24 |
|
| PPG Industries (PPG) | 0.1 | $955k | 6.4k | 149.55 |
|
|
| Emerson Electric (EMR) | 0.1 | $930k | -5% | 9.6k | 97.33 |
|
| 3-d Sys Corp Del Com New (DDD) | 0.1 | $928k | -17% | 146k | 6.35 |
|
| Philip Morris International (PM) | 0.1 | $922k | -7% | 9.8k | 94.08 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $917k | -3% | 11k | 84.14 |
|
| Prologis (PLD) | 0.1 | $905k | 6.8k | 133.30 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $881k | -3% | 22k | 40.12 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $867k | -24% | 3.6k | 241.77 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $842k | +201% | 3.0k | 277.18 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $814k | +4% | 16k | 52.04 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $772k | 19k | 41.10 |
|
|
| Canadian Pacific Kansas City (CP) | 0.1 | $745k | -5% | 9.4k | 79.06 |
|
| Equinix (EQIX) | 0.1 | $708k | -2% | 879.00 | 805.39 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $707k | -44% | 7.5k | 93.81 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $644k | -9% | 1.1k | 582.92 |
|
| Broadcom (AVGO) | 0.1 | $606k | +88% | 543.00 | 1116.25 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $606k | -6% | 1.1k | 530.79 |
|
| Qualcomm (QCOM) | 0.1 | $603k | -2% | 4.2k | 144.63 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $600k | +539% | 5.5k | 108.25 |
|
| UnitedHealth (UNH) | 0.1 | $584k | -16% | 1.1k | 526.47 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $563k | 11k | 50.58 |
|
|
| NBT Ban (NBTB) | 0.1 | $547k | 13k | 41.91 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $538k | 15k | 36.96 |
|
|
| Altria (MO) | 0.1 | $533k | -5% | 13k | 40.34 |
|
| Boeing Company (BA) | 0.1 | $531k | -9% | 2.0k | 260.66 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $527k | 6.8k | 77.02 |
|
|
| Verizon Communications (VZ) | 0.0 | $519k | -2% | 14k | 37.70 |
|
| salesforce (CRM) | 0.0 | $510k | -23% | 1.9k | 263.12 |
|
| Tesla Motors (TSLA) | 0.0 | $505k | +34% | 2.0k | 248.48 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $496k | -29% | 751.00 | 660.08 |
|
| Equifax (EFX) | 0.0 | $464k | 1.9k | 247.29 |
|
|
| Honeywell International (HON) | 0.0 | $464k | -2% | 2.2k | 209.71 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $455k | -18% | 2.5k | 179.97 |
|
| Franklin Electric (FELE) | 0.0 | $445k | 4.6k | 96.65 |
|
|
| Itt (ITT) | 0.0 | $442k | 3.7k | 119.32 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $441k | NEW | 2.6k | 168.54 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $425k | 15k | 29.23 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $423k | 3.7k | 115.19 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $422k | 3.4k | 124.97 |
|
|
| Arrow Financial Corporation (AROW) | 0.0 | $378k | -4% | 14k | 27.94 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $376k | 3.9k | 97.04 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $373k | -20% | 7.3k | 51.31 |
|
| Carrier Global Corporation (CARR) | 0.0 | $372k | -15% | 6.5k | 57.45 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $362k | 2.2k | 165.25 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $352k | 7.2k | 49.22 |
|
|
| Servicenow (NOW) | 0.0 | $345k | -34% | 488.00 | 707.04 |
|
| Amgen (AMGN) | 0.0 | $343k | -12% | 1.2k | 287.93 |
|
| Align Technology (ALGN) | 0.0 | $343k | 1.3k | 274.00 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $339k | -20% | 4.7k | 72.43 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $325k | 3.2k | 101.99 |
|
|
| Ingredion Incorporated (INGR) | 0.0 | $322k | -21% | 3.0k | 108.53 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $318k | 10k | 31.49 |
|
|
| North European Oil Rty Tr Sh Ben Int (NRT) | 0.0 | $311k | 53k | 5.82 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $310k | 1.8k | 170.46 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $306k | 1.5k | 205.75 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $304k | 12k | 24.79 |
|
|
| Wisdomtree Tr Intl Midcap Dv (DIM) | 0.0 | $302k | -11% | 5.0k | 60.77 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $288k | -8% | 5.4k | 53.01 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $286k | NEW | 5.8k | 49.72 |
|
| At&t (T) | 0.0 | $284k | -7% | 17k | 16.78 |
|
| Goldman Sachs (GS) | 0.0 | $280k | 725.00 | 385.77 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $278k | -5% | 6.3k | 43.85 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $275k | 597.00 | 460.70 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $273k | 16k | 17.34 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $271k | 1.7k | 161.76 |
|
|
| Guidewire Software (GWRE) | 0.0 | $270k | 2.5k | 109.04 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $270k | 1.7k | 160.33 |
|
|
| Minerals Technologies (MTX) | 0.0 | $264k | 3.7k | 71.31 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $264k | 5.1k | 51.83 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $254k | -18% | 3.4k | 75.53 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $251k | 1.6k | 156.89 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $246k | -23% | 2.8k | 89.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $241k | 688.00 | 350.91 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $241k | -11% | 1.0k | 232.58 |
|
| Allstate Corporation (ALL) | 0.0 | $241k | 1.7k | 139.98 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $241k | 6.5k | 37.22 |
|
|
| Neogen Corporation (NEOG) | 0.0 | $241k | +10% | 12k | 20.11 |
|
| Suncor Energy (SU) | 0.0 | $241k | 7.5k | 32.04 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $240k | 1.5k | 157.80 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $239k | -12% | 1.6k | 147.41 |
|
| Nextera Energy (NEE) | 0.0 | $237k | 3.9k | 60.74 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $233k | -9% | 3.0k | 77.32 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $232k | -3% | 5.5k | 42.52 |
|
| Ameriprise Financial (AMP) | 0.0 | $230k | 606.00 | 379.83 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $225k | 2.1k | 105.43 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $224k | +130% | 376.00 | 596.60 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $224k | -10% | 4.4k | 51.30 |
|
| Linde SHS (LIN) | 0.0 | $222k | -5% | 541.00 | 410.59 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $219k | -5% | 537.00 | 406.87 |
|
| 3M Company (MMM) | 0.0 | $218k | -25% | 2.0k | 109.32 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $216k | 6.2k | 34.77 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $216k | NEW | 5.1k | 42.40 |
|
| Netflix (NFLX) | 0.0 | $213k | +18% | 438.00 | 486.88 |
|
| Fiserv (FI) | 0.0 | $211k | 1.6k | 132.84 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $211k | 4.3k | 48.48 |
|
|
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $205k | 1.5k | 137.07 |
|
|
| Paychex (PAYX) | 0.0 | $203k | 1.7k | 119.11 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $200k | 3.5k | 57.61 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $199k | 3.0k | 65.80 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $199k | +37% | 425.00 | 468.14 |
|
| Waste Management (WM) | 0.0 | $197k | 1.1k | 179.10 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $195k | 800.00 | 243.90 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $195k | 4.9k | 40.17 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $194k | NEW | 192.00 | 1011.60 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $192k | 1.2k | 155.33 |
|
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $189k | 7.2k | 26.28 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $188k | 5.6k | 33.67 |
|
|
| Enbridge (ENB) | 0.0 | $185k | 5.1k | 36.02 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $184k | 1.9k | 98.88 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $170k | 1.2k | 137.08 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $169k | 773.00 | 218.15 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $164k | 2.2k | 75.10 |
|
|
| Nutrien (NTR) | 0.0 | $151k | 2.7k | 56.34 |
|
|
| Anthem (ELV) | 0.0 | $145k | +2% | 307.00 | 471.56 |
|
| NiSource (NI) | 0.0 | $145k | 5.5k | 26.55 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $144k | +25% | 185.00 | 778.86 |
|
| Oneok (OKE) | 0.0 | $140k | 2.0k | 70.22 |
|
|
| Consolidated Edison (ED) | 0.0 | $137k | -11% | 1.5k | 90.97 |
|
| Citigroup Com New (C) | 0.0 | $135k | 2.6k | 51.44 |
|
|
| Sempra Energy (SRE) | 0.0 | $134k | 1.8k | 74.73 |
|
|
| Workday Cl A (WDAY) | 0.0 | $133k | +8% | 481.00 | 276.06 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $130k | NEW | 6.8k | 19.15 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $129k | 683.00 | 189.47 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $128k | 1.4k | 93.25 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $127k | 2.4k | 52.05 |
|
|
| Medtronic SHS (MDT) | 0.0 | $127k | -26% | 1.5k | 82.38 |
|
| Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $127k | 13k | 9.82 |
|
|
| Autodesk (ADSK) | 0.0 | $125k | 512.00 | 243.48 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $125k | 3.3k | 37.72 |
|
|
| Udr (UDR) | 0.0 | $124k | 3.2k | 38.29 |
|
|
| American Water Works (AWK) | 0.0 | $124k | 938.00 | 131.99 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $123k | -59% | 289.00 | 426.05 |
|
| Edison International (EIX) | 0.0 | $123k | 1.7k | 71.49 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $121k | 2.8k | 42.57 |
|
|
| Capital Southwest Corporation (CSWC) | 0.0 | $119k | 5.0k | 23.70 |
|
|
| Norfolk Southern (NSC) | 0.0 | $118k | 500.00 | 236.38 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $117k | 376.00 | 311.90 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $117k | 3.2k | 36.92 |
|
|
| Yum! Brands (YUM) | 0.0 | $116k | 884.00 | 130.66 |
|
|
| Constellation Energy (CEG) | 0.0 | $115k | 987.00 | 116.89 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $113k | -16% | 1.9k | 59.62 |
|
| Texas Roadhouse (TXRH) | 0.0 | $111k | 911.00 | 122.23 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $108k | 1.4k | 79.71 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $105k | 3.0k | 34.93 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $101k | 1.3k | 78.03 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $101k | 1.5k | 66.38 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $101k | 350.00 | 288.84 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $101k | -14% | 2.9k | 35.20 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $100k | -57% | 2.4k | 40.91 |
|
| Pimco Municipal Income Fund III (PMX) | 0.0 | $100k | 14k | 7.39 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $99k | 650.00 | 152.79 |
|
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $99k | 2.5k | 38.81 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $98k | 275.00 | 356.66 |
|
Past Filings by Washington Trust Advisors
SEC 13F filings are viewable for Washington Trust Advisors going back to 2021
- 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