Washington Trust Advisors
Latest statistics and disclosures from Washington Trust Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PWR, PANW, AAPL, GOOG, GOOGL, and represent 28.27% of Washington Trust Advisors's stock portfolio.
- Added to shares of these 10 stocks: BKNG (+$30M), Exxon Mobil Corp (+$11M), VUG (+$8.9M), MDLN (+$5.4M), NVDA, GMED, ZETA, TEM, SPY, KTOS.
- Started 95 new stock positions in SPCX, CEVA, CLX, SIRI, FDHY, STM, AMKR, CCL, ROL, FBND.
- Reduced shares in these 10 stocks: , PWR (-$12M), PANW (-$5.1M), AAPL, PEN, GOOG, DE, NKE, BRK.B, AMZN.
- Sold out of its positions in BABA, AWR, COR, BAX, BSY, BBY, BXP, BRO, CDW, Carnival Corporation.
- Washington Trust Advisors was a net seller of stock by $-14M.
- Washington Trust Advisors has $1.3B in assets under management (AUM), dropping by 8.88%.
- Central Index Key (CIK): 0001900099
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Portfolio Holdings for Washington Trust Advisors
Washington Trust Advisors holds 724 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Washington Trust Advisors has 724 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Washington Trust Advisors June 30, 2026 positions
- Download the Washington Trust Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Quanta Services Stock (PWR) | 7.6 | $102M | -10% | 141k | 724.21 |
|
| Palo Alto Networks Stock (PANW) | 5.8 | $78M | -6% | 229k | 341.02 |
|
| Apple Stock (AAPL) | 5.7 | $77M | -5% | 266k | 289.33 |
|
| Alphabet Cl C Stock (GOOG) | 5.2 | $70M | -4% | 198k | 353.28 |
|
| Alphabet Cl A Stock (GOOGL) | 4.0 | $54M | -4% | 150k | 357.37 |
|
| Amazon Stock (AMZN) | 3.5 | $47M | -4% | 198k | 238.34 |
|
| Visa Stock (V) | 3.3 | $44M | -4% | 129k | 342.99 |
|
| Meta Platforms Stock (META) | 2.8 | $38M | -5% | 68k | 563.19 |
|
| Deere & Co Stock (DE) | 2.8 | $38M | -6% | 60k | 634.33 |
|
| Nvidia Stock (NVDA) | 2.8 | $38M | +5% | 189k | 200.09 |
|
| Berkshire Hathaway B Stock (BRK.B) | 2.5 | $33M | -6% | 66k | 500.39 |
|
| Booking Holdings Stock (BKNG) | 2.3 | $32M | +2273% | 179k | 176.30 |
|
| IQVIA Holdings Stock (IQV) | 1.7 | $23M | -6% | 121k | 193.23 |
|
| Schwab Fundamental U.S. Large Company ETF Etf (FNDX) | 1.7 | $23M | 737k | 31.10 |
|
|
| ResMed Stock (RMD) | 1.7 | $23M | -3% | 116k | 194.83 |
|
| Uber Technologies Stock (UBER) | 1.5 | $20M | -3% | 276k | 72.16 |
|
| Microsoft Stock (MSFT) | 1.4 | $19M | 52k | 373.07 |
|
|
| Vanguard S&P 500 Index Fd ETF Etf (VOO) | 1.4 | $19M | 28k | 686.79 |
|
|
| Jacobs Solutions Stock (J) | 1.4 | $19M | -2% | 153k | 126.00 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 1.3 | $17M | -3% | 28k | 623.54 |
|
| Starbucks Stock (SBUX) | 1.2 | $17M | -5% | 162k | 102.19 |
|
| PepsiCo Stock (PEP) | 1.2 | $16M | 117k | 135.40 |
|
|
| Becton Dickinson Stock (BDX) | 1.1 | $15M | 96k | 151.33 |
|
|
| Snowflake Stock (SNOW) | 1.0 | $14M | -7% | 56k | 254.50 |
|
| Sphere Entertainment Stock (SPHR) | 1.0 | $14M | -14% | 78k | 173.03 |
|
| Brookfield Renewable Corp Stock (BEPC) | 1.0 | $13M | -7% | 362k | 37.12 |
|
| Walt Disney Company Stock (DIS) | 0.9 | $12M | -6% | 126k | 96.23 |
|
| Edwards Lifesciences Stock (EW) | 0.9 | $12M | -3% | 130k | 90.46 |
|
| Johnson & Johnson Stock (JNJ) | 0.8 | $11M | -2% | 45k | 253.97 |
|
| Zebra Tech Stock (ZBRA) | 0.8 | $11M | -6% | 43k | 263.26 |
|
| Vanguard Growth ETF Etf (VUG) | 0.8 | $11M | +500% | 124k | 86.14 |
|
| Exxon Mobil Stock | 0.8 | $11M | NEW | 78k | 136.72 |
|
| Ecolab Stock (ECL) | 0.8 | $10M | -6% | 37k | 278.79 |
|
| Schwab Fundamental International Equity ETF Etf (FNDF) | 0.7 | $10M | 191k | 52.76 |
|
|
| Air Products Stock (APD) | 0.7 | $9.8M | -11% | 34k | 293.18 |
|
| JP Morgan Chase Stock (JPM) | 0.7 | $9.6M | -2% | 29k | 327.33 |
|
| S&P Global Stock (SPGI) | 0.7 | $9.4M | +2% | 23k | 407.26 |
|
| Vanguard Tax-Exempt Bond ETF Etf (VTEB) | 0.7 | $9.2M | +3% | 181k | 50.58 |
|
| ASML Holding NV Adr (ASML) | 0.7 | $9.0M | 4.6k | 1977.00 |
|
|
| Veeva Systems Stock (VEEV) | 0.7 | $8.8M | +7% | 50k | 177.50 |
|
| American Tower Reit (AMT) | 0.6 | $8.3M | 51k | 163.53 |
|
|
| Xylem Stock (XYL) | 0.6 | $8.2M | 70k | 117.30 |
|
|
| Vanguard Value Index Etf (VTV) | 0.6 | $7.5M | +2% | 35k | 217.93 |
|
| WalMart Stock (WMT) | 0.5 | $7.2M | -23% | 64k | 113.26 |
|
| Intuitive Surgical Stock (ISRG) | 0.5 | $6.7M | 17k | 397.31 |
|
|
| Invitation Homes Reit (INVH) | 0.5 | $6.2M | -13% | 204k | 30.21 |
|
| Kinder Morgan Stock (KMI) | 0.5 | $6.1M | -2% | 190k | 31.98 |
|
| SPDR Tr Etf (SPY) | 0.4 | $5.9M | +15% | 7.9k | 746.77 |
|
| Vanguard Total Stock VIPERS Etf (VTI) | 0.4 | $5.8M | +3% | 16k | 370.04 |
|
| Ibm Stock (IBM) | 0.4 | $5.8M | 21k | 281.21 |
|
|
| Cisco Systems Stock (CSCO) | 0.4 | $5.4M | -11% | 46k | 117.65 |
|
| Medline Stock (MDLN) | 0.4 | $5.4M | NEW | 136k | 39.44 |
|
| Tempus AI Stock (TEM) | 0.4 | $5.2M | +49% | 89k | 57.93 |
|
| Chewy Stock (CHWY) | 0.4 | $5.1M | -6% | 260k | 19.65 |
|
| iShares IBOXX High Yield Bond Index Etf (HYG) | 0.4 | $5.0M | 63k | 79.97 |
|
|
| Waters Corp Stock (WAT) | 0.4 | $4.9M | 13k | 375.03 |
|
|
| Vanguard FTSE Dev Markets Etf (VEA) | 0.3 | $4.3M | 61k | 71.25 |
|
|
| DFA US Core Equity ETF Etf (DFAU) | 0.3 | $4.0M | +18% | 77k | 51.69 |
|
| Dimensional National Municipal Bond ETF Etf (DFNM) | 0.3 | $3.9M | 81k | 48.34 |
|
|
| Eaton Stock (ETN) | 0.3 | $3.9M | -6% | 9.1k | 426.12 |
|
| AbbVie Stock (ABBV) | 0.3 | $3.8M | -6% | 15k | 251.64 |
|
| Berkshire Hathaway A Stock (BRK.A) | 0.3 | $3.7M | 5.00 | 748850.00 |
|
|
| Coca Cola Stock (KO) | 0.3 | $3.7M | -11% | 45k | 81.27 |
|
| Vanguard Total Bond Market ETF Etf (BND) | 0.3 | $3.6M | 49k | 73.42 |
|
|
| Globus Medical Stock (GMED) | 0.3 | $3.6M | +116% | 45k | 79.01 |
|
| Vanguard Small-Cap ETF Etf (VB) | 0.3 | $3.5M | 11k | 303.12 |
|
|
| Vanguard Mid-Cap Value ETF Etf (VOE) | 0.2 | $3.1M | 16k | 197.59 |
|
|
| Caterpillar Stock (CAT) | 0.2 | $2.8M | 2.7k | 1069.13 |
|
|
| DFA Emerging Core Equity Market ETF Etf (DFAE) | 0.2 | $2.8M | 70k | 40.21 |
|
|
| Schwab US TIPS ETF Etf (SCHP) | 0.2 | $2.7M | 102k | 26.50 |
|
|
| Proctor & Gamble Stock (PG) | 0.2 | $2.7M | +4% | 18k | 146.59 |
|
| DFA Tax Managed US Equity Etf (DFUS) | 0.2 | $2.6M | -12% | 32k | 81.94 |
|
| Dimensional US High Profitability ETF Etf (DUHP) | 0.2 | $2.6M | 61k | 41.73 |
|
|
| DFA International Core Equity Market ETF Etf (DFAI) | 0.2 | $2.5M | +14% | 61k | 41.25 |
|
| Nike Stock (NKE) | 0.2 | $2.5M | -49% | 60k | 41.05 |
|
| Penumbra Stock (PEN) | 0.2 | $2.4M | -58% | 7.7k | 315.75 |
|
| Abbott Labs Stock (ABT) | 0.2 | $2.4M | -3% | 26k | 90.74 |
|
| Automatic Data Stock (ADP) | 0.2 | $2.4M | -16% | 11k | 223.95 |
|
| Home Depot Stock (HD) | 0.2 | $2.4M | 6.7k | 352.68 |
|
|
| Evercore Partners Stock (EVR) | 0.2 | $2.3M | -2% | 6.6k | 341.44 |
|
| GE Vernova Stock (GEV) | 0.2 | $2.2M | -19% | 1.9k | 1176.29 |
|
| United Parcel Service Stock (UPS) | 0.2 | $2.2M | -4% | 20k | 107.50 |
|
| Vanguard Mid-Cap Growth ETF Etf (VOT) | 0.2 | $2.1M | +2% | 7.0k | 306.31 |
|
| Arrowhead Pharmaceuticals Stock (ARWR) | 0.2 | $2.1M | +3% | 26k | 81.51 |
|
| GE Aerospace Stock (GE) | 0.2 | $2.1M | -22% | 5.6k | 373.73 |
|
| American Express Stock (AXP) | 0.1 | $2.0M | 5.8k | 338.27 |
|
|
| Align Technology Stock (ALGN) | 0.1 | $1.9M | 11k | 168.66 |
|
|
| Dimensional International Value ETF Etf (DFIV) | 0.1 | $1.9M | 35k | 54.02 |
|
|
| Zeta Global Holdings Corp A Stock (ZETA) | 0.1 | $1.8M | NEW | 94k | 19.68 |
|
| Raytheon Technologies Stock (RTX) | 0.1 | $1.8M | 9.6k | 189.73 |
|
|
| Vanguard Short Term Corp Bond Index Etf (VCSH) | 0.1 | $1.7M | +7% | 22k | 79.03 |
|
| DFA Tax Advantaged US Core Equity 2 Etf (DFAC) | 0.1 | $1.7M | +28% | 39k | 44.36 |
|
| BlackRock Stock (BLK) | 0.1 | $1.6M | +27% | 1.7k | 961.50 |
|
| DFA Core Fixed Income ETF Etf (DFCF) | 0.1 | $1.6M | 38k | 42.21 |
|
|
| VanEck Merk Gold ETF Etf (OUNZ) | 0.1 | $1.6M | 41k | 38.59 |
|
|
| Dimensional U.S. Small Cap ETF Etf (DFAS) | 0.1 | $1.6M | +13% | 19k | 82.34 |
|
| Dimensional International High Profitability ETF Etf (DIHP) | 0.1 | $1.6M | 46k | 34.12 |
|
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $1.5M | +4% | 48k | 31.71 |
|
| FedEx Stock (FDX) | 0.1 | $1.5M | 4.9k | 313.10 |
|
|
| Lowe's Stock (LOW) | 0.1 | $1.5M | 6.8k | 220.48 |
|
|
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.4M | -2% | 2.8k | 501.36 |
|
| Vanguard Small-Cap Growth ETF Etf (VBK) | 0.1 | $1.4M | 3.7k | 365.70 |
|
|
| Brookfield Corp Stock (BN) | 0.1 | $1.3M | 31k | 42.59 |
|
|
| iShares Core S&P Mid Cap Etf (IJH) | 0.1 | $1.3M | -2% | 17k | 77.11 |
|
| Union Pacific Stock (UNP) | 0.1 | $1.3M | 4.7k | 272.00 |
|
|
| Dimensional Short-Duration Fixed Income ETF Etf (DFSD) | 0.1 | $1.2M | 25k | 47.75 |
|
|
| Lilly Stock (LLY) | 0.1 | $1.2M | -9% | 968.00 | 1200.87 |
|
| Moody's Stock (MCO) | 0.1 | $1.2M | 2.6k | 452.89 |
|
|
| Costco Companies Stock (COST) | 0.1 | $1.1M | +48% | 1.2k | 933.63 |
|
| Freshpet Stock (FRPT) | 0.1 | $1.1M | +41% | 19k | 59.12 |
|
| CSW Industrials Stock (CSW) | 0.1 | $1.1M | 3.9k | 278.30 |
|
|
| iShares Core MSCI EAFE Etf (IEFA) | 0.1 | $1.1M | 11k | 96.58 |
|
|
| Vanguard Emerging Markets Etf (VWO) | 0.1 | $1.0M | 18k | 59.69 |
|
|
| Pfizer Stock (PFE) | 0.1 | $1.0M | -4% | 43k | 24.08 |
|
| iShares S&P 500 Etf (IVV) | 0.1 | $1.0M | 1.4k | 748.32 |
|
|
| Merck Stock (MRK) | 0.1 | $1.0M | -12% | 7.8k | 128.50 |
|
| Tesla Stock (TSLA) | 0.1 | $995k | -9% | 2.4k | 420.60 |
|
| iShares Russell Growth Etf (IWF) | 0.1 | $989k | +311% | 8.0k | 124.15 |
|
| Emerson Electric Stock (EMR) | 0.1 | $989k | -7% | 6.9k | 143.15 |
|
| Equinix Reit (EQIX) | 0.1 | $966k | 933.00 | 1035.59 |
|
|
| Schwab Fundamental U.S. Small Company ETF Etf (FNDA) | 0.1 | $966k | 25k | 38.06 |
|
|
| Intel Stock (INTC) | 0.1 | $961k | -19% | 6.9k | 139.60 |
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| Broadcom Stock (AVGO) | 0.1 | $926k | 2.5k | 377.75 |
|
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| Vanguard Total International Bond Index Fund ETF Etf (BNDX) | 0.1 | $910k | 19k | 48.43 |
|
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| iShares MSCI EAFE Etf (EFA) | 0.1 | $904k | -2% | 8.7k | 103.88 |
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| Invesco Nasdaq 100 ETF Etf (QQQM) | 0.1 | $868k | 2.9k | 302.97 |
|
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| Chipotle Mexican Grill Stock (CMG) | 0.1 | $855k | -3% | 25k | 34.00 |
|
| iShares S&P Small Cap 600 Etf (IJR) | 0.1 | $842k | -4% | 5.7k | 148.31 |
|
| Icon Stock (ICLR) | 0.1 | $836k | -9% | 4.8k | 173.71 |
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| Philip Morris Int'l Stock (PM) | 0.1 | $833k | -6% | 4.6k | 180.92 |
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| Prologis Reit (PLD) | 0.1 | $816k | 6.0k | 135.48 |
|
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| Dimensional US Large Cap Value ETF Etf (DFLV) | 0.1 | $796k | 20k | 39.54 |
|
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| Kratos Defense & Security Solutions Stock (KTOS) | 0.1 | $794k | NEW | 16k | 49.86 |
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| PayPal Stock (PYPL) | 0.1 | $744k | -47% | 17k | 43.18 |
|
| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $743k | 11k | 68.41 |
|
|
| Goldman Sachs Stock (GS) | 0.1 | $735k | -17% | 727.00 | 1011.50 |
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| Itt Stock (ITT) | 0.1 | $732k | 3.7k | 197.76 |
|
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| PPG Stock (PPG) | 0.1 | $729k | -5% | 6.0k | 121.31 |
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| SPDR Dow Jones Industrial Average ETF Etf (DIA) | 0.1 | $719k | -15% | 1.4k | 522.23 |
|
| Schlumberger Stock (SLB) | 0.1 | $696k | 15k | 46.49 |
|
|
| DFA International Small Cap ETF Etf (DFIS) | 0.1 | $691k | 20k | 35.03 |
|
|
| NBT Bancorp Stock (NBTB) | 0.0 | $673k | +5% | 14k | 49.37 |
|
| ChevronTexaco Stock (CVX) | 0.0 | $671k | 4.0k | 165.76 |
|
|
| Texas Instruments Stock (TXN) | 0.0 | $656k | -2% | 2.2k | 298.07 |
|
| DFA Tax-Managed US Marketwide Value Etf (DFUV) | 0.0 | $636k | 12k | 55.01 |
|
|
| Invesco S&P 500 Equal Weight Etf (RSP) | 0.0 | $625k | +25% | 2.9k | 212.77 |
|
| Vanguard Small Cap Value ETF Etf (VBR) | 0.0 | $624k | +26% | 2.6k | 242.99 |
|
| iShares Core MSCI Emerging Markets Etf (IEMG) | 0.0 | $617k | 7.5k | 82.84 |
|
|
| Vanguard Mid Cap Index Fund ETF Etf (VO) | 0.0 | $590k | +329% | 7.3k | 80.58 |
|
| Schwab International Equity ETF Etf (SCHF) | 0.0 | $588k | 21k | 27.70 |
|
|
| SPDR Gold Trust Etf (GLD) | 0.0 | $574k | +3% | 1.6k | 368.38 |
|
| Oracle Stock (ORCL) | 0.0 | $558k | +4% | 3.8k | 146.54 |
|
| iShares MSCI USA Momentum Factor Etf (MTUM) | 0.0 | $549k | 1.6k | 342.83 |
|
|
| Dimensional Global Ex US Core Fixed Income ETF Etf (DFGX) | 0.0 | $531k | +124% | 9.9k | 53.60 |
|
| Nextera Energy Stock (NEE) | 0.0 | $528k | -20% | 6.0k | 87.77 |
|
| Trane Technologies Stock (TT) | 0.0 | $504k | -5% | 1.0k | 491.73 |
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| Franklin Electric Stock (FELE) | 0.0 | $493k | 4.6k | 107.19 |
|
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| Wells Fargo Stock (WFC) | 0.0 | $493k | -10% | 6.0k | 82.64 |
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| Invesco QQQ ETF Etf (QQQ) | 0.0 | $486k | -2% | 660.00 | 736.40 |
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| Vanguard Short Term Bond Index Etf (BSV) | 0.0 | $480k | 6.2k | 77.91 |
|
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| Netflix Stock (NFLX) | 0.0 | $480k | +14% | 6.7k | 71.40 |
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| Micron Technology Stock (MU) | 0.0 | $454k | +184% | 393.00 | 1154.62 |
|
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Etf (GSLC) | 0.0 | $448k | -12% | 3.2k | 141.89 |
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| Reinsurance Group Stock (RGA) | 0.0 | $446k | -6% | 2.1k | 212.67 |
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| Palantir Technologies Stock (PLTR) | 0.0 | $446k | +16% | 3.8k | 116.79 |
|
| M & T Bank Stock (MTB) | 0.0 | $442k | -2% | 1.9k | 237.96 |
|
| iShares Core High Dividend ETF Etf (HDV) | 0.0 | $436k | +400% | 16k | 27.41 |
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| Arrow Financial Stock (AROW) | 0.0 | $423k | 10k | 40.99 |
|
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| DFA US Real Estate ETF Etf (DFAR) | 0.0 | $420k | 16k | 26.16 |
|
|
| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.0 | $413k | 8.2k | 50.57 |
|
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| Carrier Global Stock (CARR) | 0.0 | $408k | 5.6k | 73.35 |
|
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| MPLX Stock (MPLX) | 0.0 | $395k | +4% | 7.0k | 56.33 |
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| North European Royalty Trust Stock (NRT) | 0.0 | $391k | 53k | 7.31 |
|
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| Vanguard Utilities ETF Etf (VPU) | 0.0 | $389k | 2.0k | 195.68 |
|
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| Dimensional International Small Cap Value ETF Etf (DISV) | 0.0 | $388k | 9.7k | 40.13 |
|
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| Dimensional Emerging Markets High Profitability ETF Etf (DEHP) | 0.0 | $386k | 9.0k | 42.77 |
|
|
| UnitedHealth Group Stock (UNH) | 0.0 | $384k | 924.00 | 415.36 |
|
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| Qualcomm Stock (QCOM) | 0.0 | $382k | -11% | 2.1k | 184.79 |
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| Brookfield Infrastructure Partners Stock (BIP) | 0.0 | $368k | 10k | 36.49 |
|
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| Alexandria Real Estate Equities Reit (ARE) | 0.0 | $357k | -79% | 6.7k | 52.85 |
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| McDonald's Stock (MCD) | 0.0 | $349k | -69% | 1.3k | 270.33 |
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| Verizon Stock (VZ) | 0.0 | $349k | -10% | 8.2k | 42.34 |
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| FedEx Freight Stock (FDXF) | 0.0 | $347k | NEW | 2.3k | 151.00 |
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| VanEck Semiconductor ETF Etf (SMH) | 0.0 | $344k | -2% | 525.00 | 655.89 |
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| Altria Stock (MO) | 0.0 | $338k | -4% | 4.7k | 71.95 |
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| At&t Stock (T) | 0.0 | $336k | -7% | 16k | 20.70 |
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| Boeing Stock (BA) | 0.0 | $332k | 1.5k | 216.47 |
|
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| Schwab Emerging Markets Equity ETF Etf (SCHE) | 0.0 | $330k | 9.1k | 36.26 |
|
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| Curtiss Wright Stock (CW) | 0.0 | $311k | -2% | 410.00 | 757.76 |
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| Invesco S&P Global Water Index ETF Etf (CGW) | 0.0 | $308k | 4.7k | 65.73 |
|
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| BNY Mellon Municipal Intermediate ETF Etf (BKMI) | 0.0 | $307k | NEW | 12k | 26.44 |
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| Blackstone Group Stock (BX) | 0.0 | $305k | +59% | 2.6k | 117.67 |
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| Equifax Stock (EFX) | 0.0 | $298k | 1.9k | 158.72 |
|
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| SPDR Gold Minishares Trust Etf (GLDM) | 0.0 | $297k | +26% | 3.7k | 79.42 |
|
| iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG) | 0.0 | $295k | -41% | 13k | 22.89 |
|
| Dimensional U.S. Targeted Value ETF Etf (DFAT) | 0.0 | $290k | 4.2k | 69.90 |
|
|
| Amgen Stock (AMGN) | 0.0 | $288k | -28% | 796.00 | 362.11 |
|
| Alerian MLP ETF Etf (AMLP) | 0.0 | $287k | -2% | 5.5k | 51.85 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.0 | $286k | -5% | 3.3k | 86.65 |
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| Waste Management Stock (WM) | 0.0 | $282k | 1.3k | 222.88 |
|
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| Lam Research Stock (LRCX) | 0.0 | $282k | -12% | 650.00 | 433.33 |
|
| Bristol Myers-Squibb Stock (BMY) | 0.0 | $282k | 4.9k | 57.63 |
|
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| Bank of America Stock (BAC) | 0.0 | $281k | -6% | 4.9k | 56.98 |
|
| SPDR S&P Dividend ETF IV Etf (SDY) | 0.0 | $281k | 1.8k | 152.18 |
|
|
| 3M Company Stock (MMM) | 0.0 | $277k | 1.7k | 161.91 |
|
|
| Bank of New York Stock (BNY) | 0.0 | $274k | -23% | 1.9k | 144.61 |
|
| Sempra Energy Stock (SRE) | 0.0 | $270k | +61% | 2.9k | 92.68 |
|
| Duke Energy Stock (DUK) | 0.0 | $269k | +8% | 2.1k | 126.60 |
|
| PNC Financial Services Group Stock (PNC) | 0.0 | $268k | +192% | 1.1k | 244.65 |
|
| Alliant Energy Stock (LNT) | 0.0 | $268k | -9% | 3.5k | 76.29 |
|
| Nisource Stock (NI) | 0.0 | $267k | 5.6k | 47.55 |
|
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $264k | +174% | 799.00 | 330.45 |
|
| Ingredion Stock (INGR) | 0.0 | $258k | 2.7k | 94.71 |
|
|
| Dimensional US Sustainability Core 1 ETF Etf (DFSU) | 0.0 | $257k | 5.5k | 46.63 |
|
|
| iShares S&P 500/Barra Growth Etf (IVW) | 0.0 | $255k | 1.9k | 137.53 |
|
|
| Mastercard Stock (MA) | 0.0 | $254k | +15% | 495.00 | 513.03 |
|
| Allstate Stock (ALL) | 0.0 | $252k | 1.1k | 238.00 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $250k | 1.2k | 209.04 |
|
|
| Brookfield Renewable Stock (BEP) | 0.0 | $250k | 7.2k | 34.73 |
|
|
| Minerals Tech Stock (MTX) | 0.0 | $244k | 3.3k | 73.97 |
|
|
| Vanguard Short-Term Tax-Exempt Bond ETF Etf (VTES) | 0.0 | $238k | +5% | 2.3k | 101.32 |
|
| Dimensional Global Sustainability Fixed Income ETF Etf (DFSB) | 0.0 | $235k | +26% | 4.5k | 52.12 |
|
| Mondelez Stock (MDLZ) | 0.0 | $228k | -13% | 3.9k | 57.84 |
|
| Applied Materials Stock (AMAT) | 0.0 | $226k | -6% | 313.00 | 723.00 |
|
| Schwab Interm Gov't ETF Etf (SCHR) | 0.0 | $220k | 8.9k | 24.66 |
|
|
| Diageo Adr (DEO) | 0.0 | $215k | -67% | 2.7k | 80.38 |
|
| Ametek Stock (AME) | 0.0 | $205k | 848.00 | 241.94 |
|
|
| iShares Russell 2000 Value ETF Etf (IWN) | 0.0 | $205k | 925.00 | 221.20 |
|
|
| Brookfield Asset Management Stock (BAM) | 0.0 | $196k | 4.4k | 44.85 |
|
|
| Norfolk Southern Stock (NSC) | 0.0 | $195k | +23% | 619.00 | 314.67 |
|
| Ameriprise Stock (AMP) | 0.0 | $193k | 420.00 | 458.76 |
|
|
| Dimensional Global Real Estate ETF Etf (DFGR) | 0.0 | $192k | +4% | 6.6k | 28.97 |
|
| Dimensional International Sustainability Core 1 ETF Etf (DFSI) | 0.0 | $191k | 4.2k | 45.10 |
|
|
| Suncor Stock (SU) | 0.0 | $188k | 3.5k | 53.68 |
|
|
| Schwab U.S. Large-Cap Growth ETF Etf (SCHG) | 0.0 | $187k | +10% | 5.5k | 33.84 |
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.0 | $187k | -2% | 771.00 | 242.38 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $185k | 372.00 | 496.72 |
|
|
| Otis Worldwide Stock (OTIS) | 0.0 | $184k | +7% | 2.6k | 71.60 |
|
| Defiance Quantum ETF Etf (QTUM) | 0.0 | $182k | 1.1k | 165.38 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $181k | -61% | 312.00 | 580.92 |
|
| Stryker Stock (SYK) | 0.0 | $177k | 562.00 | 314.84 |
|
|
| Global X NASDAQ 100 Cov Call Etf (QYLD) | 0.0 | $176k | 9.5k | 18.43 |
|
|
| Parker-Hannifin Corp Stock (PH) | 0.0 | $175k | +212% | 178.00 | 980.39 |
|
| Nutrien Stock (NTR) | 0.0 | $169k | 2.7k | 62.95 |
|
|
| Williams Cos Stock (WMB) | 0.0 | $167k | -21% | 2.3k | 74.34 |
|
| Enbridge Stock (ENB) | 0.0 | $166k | 3.1k | 54.21 |
|
|
| Aptiv Stock (APTV) | 0.0 | $163k | -57% | 2.6k | 61.38 |
|
| Dominion Resources Stock (D) | 0.0 | $161k | 2.4k | 68.31 |
|
|
| DFA Tax Adv World ex US Core Eq Etf (DFAX) | 0.0 | $161k | 4.4k | 36.84 |
|
|
| Danaher Stock (DHR) | 0.0 | $158k | +453% | 830.00 | 190.48 |
|
Past Filings by Washington Trust Advisors
SEC 13F filings are viewable for Washington Trust Advisors going back to 2021
- 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
- Washington Trust Advisors 2022 Q4 filed Feb. 8, 2023