Washington Trust Company

Washington Trust as of June 30, 2026

Portfolio Holdings for Washington Trust

Washington Trust holds 296 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Equities (AAPL) 4.8 $155M 534k 289.36
Alphabet Inc-cl A Equities (GOOGL) 4.4 $140M 392k 357.37
Broadcom Equities (AVGO) 3.9 $127M 336k 377.75
Vanguard S&p 500 Etf Equities (VOO) 3.8 $121M 177k 686.81
Nvidia Corp Equities (NVDA) 3.2 $104M 519k 200.09
Ishares Russell Mid-cap Etf Equities (IWR) 3.1 $100M 905k 110.32
Amazon.com Equities (AMZN) 3.0 $96M 402k 238.34
Ishares Russell 2000 Etf Equities (IWM) 2.9 $92M 307k 300.45
State Street SPDR S&P 500 ETF Equities (SPY) 2.4 $78M 105k 746.77
Ishares Russell 1000 Etf Equities (IWB) 2.4 $77M 188k 409.50
Microsoft Corp Equities (MSFT) 2.4 $76M 203k 373.02
Jpmorgan Chase & Co Equities (JPM) 2.3 $75M 228k 327.33
Kla Corp Equities (KLAC) 2.3 $74M 244k 301.71
Visa Inc-class A Shares Equities (V) 2.3 $74M 214k 343.07
Palo Alto Networks Equities (PANW) 2.0 $65M 189k 341.02
State Street SPDR S&P MidCap 40 Equities (MDY) 1.8 $57M 81k 703.34
Thermo Fisher Scientific Equities (TMO) 1.4 $46M 91k 501.36
Corning Equities (GLW) 1.4 $46M 178k 255.43
Dell Technologies -c Equities (DELL) 1.4 $44M 102k 431.46
Meta Platforms Inc-class A Equities (META) 1.3 $42M 75k 563.29
Home Depot Equities (HD) 1.3 $41M 115k 352.75
Quanta Services Equities (PWR) 1.2 $40M 55k 720.04
Asml Holding Nv-ny Reg Equities (ASML) 1.2 $38M 19k 1991.23
Analog Devices Equities (ADI) 1.1 $36M 90k 397.19
Vanguard High Dvd Yield Etf Equities (VYM) 1.1 $35M 223k 158.03
Wabtec Corp Equities (WAB) 1.1 $34M 128k 269.60
Rtx Corp Equities (RTX) 1.1 $34M 179k 189.71
Tjx Companies Equities (TJX) 1.0 $33M 216k 151.50
Walmart Equities (WMT) 1.0 $32M 285k 113.26
Ishares Core Msci Eafe Etf Equities (IEFA) 1.0 $31M 319k 96.58
Nextera Energy Equities (NEE) 1.0 $31M 349k 87.77
Ishares Core S&p Midcap Etf Equities (IJH) 0.9 $29M 372k 77.11
Cisco Systems Equities (CSCO) 0.8 $26M 224k 117.46
Johnson & Johnson Equities (JNJ) 0.8 $26M 102k 253.97
Ishares Core Msci Emerging Equities (IEMG) 0.8 $26M 309k 82.84
Costco Wholesale Corp Equities (COST) 0.8 $25M 27k 935.47
Ishares Core S&p Small-cap E Equities (IJR) 0.8 $25M 166k 148.31
Eli Lilly & Co Equities (LLY) 0.7 $24M 20k 1199.76
Blackrock Equities (BLK) 0.7 $23M 24k 961.85
Live Nation Entertainment In Equities (LYV) 0.7 $22M 120k 183.11
Equinix Equities (EQIX) 0.7 $22M 21k 1042.39
Vanguard Ftse All-world Ex-u Equities (VEU) 0.6 $21M 248k 83.75
Vanguard Total Stock Mkt Etf Equities (VTI) 0.6 $21M 56k 370.04
Uber Technologies Equities (UBER) 0.6 $19M 269k 72.16
Booking Holdings Equities (BKNG) 0.6 $19M 107k 178.24
Emcor Group Equities (EME) 0.6 $18M 22k 829.88
Ishares Intermediate Governm Equities (GVI) 0.6 $18M 169k 106.09
Vanguard Dividend Apprec Etf Equities (VIG) 0.6 $18M 75k 236.61
Ishares Core U.s. Aggregate Equities (AGG) 0.5 $17M 173k 98.98
Marsh Equities (MRSH) 0.5 $17M 102k 166.60
Iqvia Holdings Equities (IQV) 0.5 $17M 88k 193.22
Stryker Corp Equities (SYK) 0.5 $17M 54k 314.85
S&p Global Equities (SPGI) 0.5 $17M 41k 407.26
Intuitive Surgical Equities (ISRG) 0.5 $17M 42k 397.68
Chubb Equities (CB) 0.5 $17M 49k 340.93
Berkshire Hathaway Inc-cl A Equities (BRK.A) 0.5 $17M 22.00 748850.00
Automatic Data Processing Equities (ADP) 0.5 $16M 73k 223.95
Bank Of America Corp Equities (BAC) 0.5 $15M 271k 56.98
Blackstone Equities (BX) 0.4 $14M 122k 117.67
Jacobs Solutions Equities (J) 0.4 $14M 112k 126.00
Lockheed Martin Corp Equities (LMT) 0.4 $14M 28k 509.46
Watsco Equities (WSO) 0.4 $14M 34k 416.73
Verisk Analytics Equities (VRSK) 0.4 $13M 74k 179.53
Pepsico Equities (PEP) 0.4 $13M 96k 135.40
Walt Disney Co/the Equities (DIS) 0.4 $13M 134k 96.25
Berkshire Hathaway Inc-cl B Equities (BRK.B) 0.4 $13M 25k 500.39
Mondelez International Inc-a Equities (MDLZ) 0.4 $12M 211k 57.84
Abbott Laboratories Equities (ABT) 0.4 $12M 134k 90.74
Ishares Msci Eafe Etf Equities (EFA) 0.4 $12M 112k 103.88
Procter & Gamble Co/the Equities (PG) 0.4 $12M 78k 146.64
Te Connectivity Equities (TEL) 0.4 $11M 56k 201.61
Waste Management Equities (WM) 0.3 $11M 49k 222.87
Mcdonald's Corp Equities (MCD) 0.3 $11M 40k 270.31
Salesforce Equities (CRM) 0.3 $11M 69k 156.66
Accenture Plc-cl A Equities (ACN) 0.3 $10M 83k 124.44
American Tower Corp Equities (AMT) 0.3 $10M 62k 163.57
Fedex Corp Equities (FDX) 0.3 $9.9M 32k 313.13
State Street Financial Select S Equities (XLF) 0.3 $9.5M 177k 53.61
Hasbro Equities (HAS) 0.3 $9.4M 114k 82.59
Ishares Core S&p 500 Etf Equities (IVV) 0.3 $9.3M 13k 748.89
Aptiv Equities (APTV) 0.3 $8.9M 145k 61.38
Alphabet Inc-cl C Equities (GOOG) 0.3 $8.8M 25k 353.33
Elf Beauty Equities (ELF) 0.3 $8.7M 117k 74.00
Verizon Communications Equities (VZ) 0.3 $8.5M 201k 42.34
Vanguard Mid-cap Etf Equities (VO) 0.3 $8.4M 104k 80.57
Broadridge Financial Solutio Equities (BR) 0.3 $8.2M 60k 136.95
Vanguard S/t Corp Bond Etf Equities (VCSH) 0.3 $8.1M 102k 79.03
Adobe Equities (ADBE) 0.2 $8.0M 39k 205.02
Becton Dickinson And Equities (BDX) 0.2 $8.0M 53k 151.33
Honeywell International Equities (HON) 0.2 $7.8M 35k 223.89
Exxon Mobil Corp Equities (XOM) 0.2 $7.8M 57k 136.72
Honeywell Aerospace Equities (HONA) 0.2 $7.8M 36k 219.04
Intl Flavors & Fragrances Equities (IFF) 0.2 $7.4M 93k 79.22
Abbvie Equities (ABBV) 0.2 $7.2M 29k 251.58
Gxo Logistics Equities (GXO) 0.2 $6.9M 137k 50.70
Medtronic Equities (MDT) 0.2 $6.9M 88k 78.23
Pfizer Equities (PFE) 0.2 $6.8M 280k 24.08
Ishares Us Financials Etf Equities (IYF) 0.2 $6.7M 53k 127.51
Vanguard Small-cap Etf Equities (VB) 0.2 $5.8M 19k 303.12
Vanguard Large-cap Etf Equities (VV) 0.2 $5.1M 15k 343.91
Intl Business Machines Corp Equities (IBM) 0.1 $4.6M 16k 281.27
Caterpillar Equities (CAT) 0.1 $4.4M 4.1k 1064.90
Copart Equities (CPRT) 0.1 $4.3M 152k 28.19
Merck & Co Equities (MRK) 0.1 $4.3M 33k 128.50
Dimensional Us Marketwide Va Equities (DFUV) 0.1 $4.1M 75k 55.01
Deere & Co Equities (DE) 0.1 $4.1M 6.5k 634.33
Zoetis Equities (ZTS) 0.1 $4.1M 57k 71.86
Ishares Russell 3000 Etf Equities (IWV) 0.1 $3.7M 8.6k 426.40
Ge Aerospace Equities (GE) 0.1 $3.4M 9.0k 373.73
State Street Energy Select Sect Equities (XLE) 0.1 $3.1M 58k 53.11
Amgen Equities (AMGN) 0.1 $3.1M 8.5k 362.12
Oracle Corp Equities (ORCL) 0.1 $3.1M 21k 146.55
Sportradar Group Ag-a Equities (SRAD) 0.1 $3.0M 201k 14.97
Invesco S&p 500 Equal Weight Equities (RSP) 0.1 $3.0M 14k 212.77
Intel Corp Equities (INTC) 0.1 $3.0M 21k 139.63
General Dynamics Corp Equities (GD) 0.1 $2.9M 8.3k 353.83
Fidelity National Info Serv Equities (FIS) 0.1 $2.9M 75k 38.89
Ge Vernova Equities (GEV) 0.1 $2.9M 2.4k 1175.00
Comcast Corp-class A Equities (CMCSA) 0.1 $2.6M 108k 24.55
Coca-cola Co/the Equities (KO) 0.1 $2.5M 31k 81.27
Vanguard Ftse Developed Etf Equities (VEA) 0.1 $2.5M 35k 71.25
Union Pacific Corp Equities (UNP) 0.1 $2.5M 9.2k 272.00
Schwab U.s. Tips Etf Equities (SCHP) 0.1 $2.5M 93k 26.50
Vanguard Value Etf Equities (VTV) 0.1 $2.2M 9.9k 217.93
Morgan Stanley Equities (MS) 0.1 $2.1M 10k 209.05
Heico Corp-class A Equities (HEI.A) 0.1 $2.1M 8.1k 257.91
Chevron Corp Equities (CVX) 0.1 $2.1M 12k 165.76
Ishares Select Dividend Etf Equities (DVY) 0.1 $1.8M 12k 156.30
Vanguard Total Bond Market Equities (BND) 0.1 $1.8M 24k 73.41
Roper Technologies Equities (ROP) 0.1 $1.7M 5.1k 338.39
Cognizant Tech Solutions-a Equities (CTSH) 0.1 $1.6M 42k 38.73
Pnc Financial Services Group Equities (PNC) 0.0 $1.6M 6.5k 246.22
Csx Corp Equities (CSX) 0.0 $1.6M 33k 47.53
At&t Equities (T) 0.0 $1.5M 75k 20.70
Spdr Gold Shares Equities (GLD) 0.0 $1.4M 3.8k 368.38
Invesco Qqq Trust Series 1 Equities (QQQ) 0.0 $1.4M 1.9k 736.40
O'reilly Automotive Equities (ORLY) 0.0 $1.4M 15k 92.09
Schwab Us Large-cap Etf Equities (SCHX) 0.0 $1.4M 47k 29.43
Vanguard Ftse Emerging Marke Equities (VWO) 0.0 $1.4M 23k 59.69
Ishares Tips Bond Etf Equities (TIP) 0.0 $1.4M 12k 109.43
Dimensional Us Core Equity 2 Equities (DFAC) 0.0 $1.3M 28k 44.36
Applied Materials Equities (AMAT) 0.0 $1.2M 1.6k 723.00
Vanguard Real Estate Etf Equities (VNQ) 0.0 $1.2M 12k 96.43
Paychex Equities (PAYX) 0.0 $1.1M 12k 98.42
American Express Equities (AXP) 0.0 $1.1M 3.4k 338.25
Sysco Corp Equities (SYY) 0.0 $1.1M 13k 83.58
Iron Mountain Equities (IRM) 0.0 $1.1M 8.6k 126.31
Paypal Holdings Equities (PYPL) 0.0 $1.1M 25k 43.18
Ishares Msci Usa Quality Fac Equities (QUAL) 0.0 $1.1M 4.8k 219.43
Colgate-palmolive Equities (CL) 0.0 $1.0M 11k 91.68
Goldman Sachs Group Equities (GS) 0.0 $1.0M 1.0k 1011.37
State Street Corp Equities (STT) 0.0 $1.0M 6.0k 169.60
The Cigna Group Equities (CI) 0.0 $1.0M 3.7k 271.52
Spdr Portfolio S&p 600 Small Equities (SPSM) 0.0 $1.0M 18k 57.67
Mastercard Inc - A Equities (MA) 0.0 $1.0M 1.9k 513.60
Southern Co/the Equities (SO) 0.0 $996k 10k 95.71
Ishares Msci Eafe Growth Etf Equities (EFG) 0.0 $982k 7.9k 124.42
Ishares Msci Eafe Value Etf Equities (EFV) 0.0 $973k 13k 76.55
Wells Fargo & Co Equities (WFC) 0.0 $963k 12k 82.61
Cvs Health Corp Equities (CVS) 0.0 $955k 9.2k 103.42
Taiwan Semiconductor-sp Equities (TSM) 0.0 $949k 2.0k 477.57
Advanced Micro Devices Equities (AMD) 0.0 $945k 1.6k 580.91
State Street Technology Select Equities (XLK) 0.0 $937k 4.9k 190.52
Cummins Equities (CMI) 0.0 $930k 1.3k 713.21
Aflac Equities (AFL) 0.0 $924k 7.9k 117.25
Aecom Equities (ACM) 0.0 $919k 13k 69.78
Ishares Iboxx High Yld Corp Equities (HYG) 0.0 $917k 12k 79.97
Carrier Global Corp Equities (CARR) 0.0 $891k 12k 73.35
Ishares Us Smallcap Equity F Equities (SMLF) 0.0 $890k 10k 89.14
Fedex Freight Holding Company Equities (FDXF) 0.0 $878k 5.8k 150.99
Bristol-myers Squibb Equities (BMY) 0.0 $856k 15k 57.62
Eaton Corp Equities (ETN) 0.0 $850k 2.0k 426.12
Duke Energy Corp Equities (DUK) 0.0 $843k 6.7k 126.58
Microchip Technology Equities (MCHP) 0.0 $841k 9.2k 91.20
Dimensional Us Target Value Equities (DFAT) 0.0 $838k 12k 69.90
Danaher Corp Equities (DHR) 0.0 $838k 4.4k 190.48
Target Corp Equities (TGT) 0.0 $813k 6.2k 130.61
Consolidated Edison Equities (ED) 0.0 $808k 7.3k 110.63
JP Morgan Hedged Equity Laddere Equities (HELO) 0.0 $792k 12k 67.58
Extra Space Storage Equities (EXR) 0.0 $765k 5.3k 145.29
Philip Morris International Equities (PM) 0.0 $761k 4.2k 181.04
State Street Health Care Select Equities (XLV) 0.0 $734k 4.6k 158.66
Yum Brands Equities (YUM) 0.0 $731k 4.6k 159.86
Jpmorgan Equity Premium Inco Equities (JEPI) 0.0 $728k 13k 56.48
Lowe's Cos Equities (LOW) 0.0 $723k 3.3k 220.49
Emerson Electric Equities (EMR) 0.0 $715k 5.0k 143.15
Novartis Ag- Equities (NVS) 0.0 $700k 4.5k 156.72
First Trust Capital Strength Equities (FTCS) 0.0 $686k 7.3k 93.92
NVR Equities (NVR) 0.0 $681k 100.00 6813.40
State Street Industrial Select Equities (XLI) 0.0 $677k 3.7k 185.23
Unitedhealth Group Equities (UNH) 0.0 $675k 1.6k 415.63
Marriott International -cl A Equities (MAR) 0.0 $663k 1.8k 370.59
Invesco Nasdaq 100 Etf Equities (QQQM) 0.0 $661k 2.2k 302.97
3M Equities (MMM) 0.0 $632k 3.9k 161.91
Aes Corp Equities (AES) 0.0 $629k 43k 14.66
Toronto-dominion Bank Equities (TD) 0.0 $628k 5.2k 121.43
Marvell Technology Equities (MRVL) 0.0 $623k 2.1k 297.89
Eastgroup Properties REIT Equities (EGP) 0.0 $608k 3.0k 202.53
Ishares Russell Mid-cap Valu Equities (IWS) 0.0 $604k 3.7k 164.60
Norfolk Southern Corp Equities (NSC) 0.0 $603k 1.9k 314.59
Fortinet Equities (FTNT) 0.0 $588k 3.8k 153.62
Northrop Grumman Corp Equities (NOC) 0.0 $581k 1.2k 501.80
Hartford Insurance Group Equities (HIG) 0.0 $577k 4.4k 132.52
Conocophillips Equities (COP) 0.0 $576k 5.5k 103.96
Vanguard Growth Etf Equities (VUG) 0.0 $571k 6.6k 86.14
Ishares Msci Emerging Market Equities (EEM) 0.0 $567k 8.3k 68.41
Shell Plc- Equities (SHEL) 0.0 $557k 7.2k 77.54
Marathon Petroleum Corp Equities (MPC) 0.0 $556k 2.2k 255.67
State Street SPDR Portfolio S&P Equities (SPYM) 0.0 $549k 6.3k 87.88
Kimberly-clark Corp Equities (KMB) 0.0 $542k 4.9k 109.77
Ishares 0-5 Year Tips Bond E Equities (STIP) 0.0 $534k 5.2k 102.16
Dimensional Us Small Cap Etf Equities (DFAS) 0.0 $528k 6.4k 82.34
United Rentals Equities (URI) 0.0 $525k 463.00 1132.89
Spdr Gold Minishares Trust Equities (GLDM) 0.0 $513k 6.5k 79.42
Ecolab Equities (ECL) 0.0 $508k 1.8k 278.61
Vanguard Russell 2000 Etf Equities (VTWO) 0.0 $506k 4.2k 121.42
Trane Technologies Equities (TT) 0.0 $503k 1.0k 491.16
Schwab Us Mid Cap Etf Equities (SCHM) 0.0 $501k 14k 36.87
Citigroup Equities (C) 0.0 $497k 3.5k 139.96
Textron Equities (TXT) 0.0 $492k 5.4k 91.73
Travelers Cos Inc/the Equities (TRV) 0.0 $492k 1.5k 324.05
Loews Corp Equities (L) 0.0 $476k 4.2k 113.21
Ishares Gold Trust Equities (IAU) 0.0 $475k 6.3k 75.51
Spdr Portfolio S&p 400 Mid C Equities (SPMD) 0.0 $459k 6.8k 67.56
Lam Research Corp Equities (LRCX) 0.0 $459k 1.1k 433.33
Air Products & Chemicals Equities (APD) 0.0 $456k 1.6k 292.56
Altria Group Equities (MO) 0.0 $453k 6.3k 71.95
Ishares Russell 1000 Value E Equities (IWD) 0.0 $449k 1.9k 242.43
Qualcomm Equities (QCOM) 0.0 $446k 2.4k 184.79
Capital One Financial Corp Equities (COF) 0.0 $443k 2.2k 200.76
Eversource Energy Equities (ES) 0.0 $442k 6.1k 72.27
Kinder Morgan Equities (KMI) 0.0 $440k 14k 31.97
Aercap Holdings Nv Equities (AER) 0.0 $437k 3.0k 145.78
Calamos Market Neutral Income F Mutual Funds (CMNIX) 0.0 $432k 27k 16.12
United Parcel Service-cl B Equities (UPS) 0.0 $431k 4.0k 107.50
Boeing Co/the Equities (BA) 0.0 $417k 1.9k 216.47
Versigent Equities (VGNT) 0.0 $409k 9.7k 42.01
Akamai Technologies Equities (AKAM) 0.0 $407k 3.4k 118.21
L3harris Technologies Equities (LHX) 0.0 $389k 1.3k 290.59
Flexshares Global Upstream N Equities (GUNR) 0.0 $389k 7.9k 49.28
Allstate Corp Equities (ALL) 0.0 $385k 1.6k 237.94
Ishares Russell 1000 Growth Equities (IWF) 0.0 $364k 2.9k 124.17
Abb ADR Representing One Equities (ABBNY) 0.0 $358k 3.3k 108.57
Trimble Equities (TRMB) 0.0 $358k 7.0k 51.18
Republic Services Equities (RSG) 0.0 $358k 1.7k 213.08
Enbridge Equities (ENB) 0.0 $352k 6.5k 54.21
Texas Instruments Equities (TXN) 0.0 $351k 1.2k 298.69
Clorox Company Equities (CLX) 0.0 $350k 3.7k 95.44
Ishares Msci Usa Min Vol Fac Equities (USMV) 0.0 $346k 3.6k 96.46
Invesco Semiconductors Etf Equities (PSI) 0.0 $341k 1.8k 187.82
Omnicom Group Equities (OMC) 0.0 $337k 4.6k 72.83
Sun Life Financial Equities (SLF) 0.0 $332k 4.2k 78.42
Simon Property Group Equities (SPG) 0.0 $325k 1.5k 223.65
Waters Corp Equities (WAT) 0.0 $324k 864.00 375.05
Linde Equities (LIN) 0.0 $318k 612.00 518.94
Otis Worldwide Corp Equities (OTIS) 0.0 $317k 4.4k 71.60
Phillips 66 Equities (PSX) 0.0 $314k 1.9k 169.05
Casey's General Stores Equities (CASY) 0.0 $310k 390.00 794.79
American Electric Power Equities (AEP) 0.0 $308k 2.2k 136.81
Boston Scientific Corp Equities (BSX) 0.0 $301k 7.1k 42.68
Axon Enterprise Equities (AXON) 0.0 $278k 496.00 560.61
Ishares Ibonds Dec 2027 Term Equities (IBTH) 0.0 $275k 12k 22.37
Nike Inc -cl B Equities (NKE) 0.0 $274k 6.7k 41.05
Kulicke and Soffa Industries Equities (KLIC) 0.0 $268k 2.0k 133.76
Vertex Pharmaceuticals Equities (VRTX) 0.0 $267k 537.00 496.73
Spdr Nyse Technology Etf Equities (XNTK) 0.0 $265k 679.00 390.65
Bloom Energy Class A Equities (BE) 0.0 $260k 858.00 302.70
State Street Cons Staples Sel S Equities (XLP) 0.0 $255k 3.1k 83.07
Welltower Equities (WELL) 0.0 $253k 1.1k 226.97
Ishares Ustechnology Etf Equities (IYW) 0.0 $252k 997.00 252.23
Jpmorgan Income Etf Equities (JPIE) 0.0 $245k 5.3k 46.05
Constellation Energy Equities (CEG) 0.0 $245k 985.00 248.37
Builders Firstsource Equities (BLDR) 0.0 $242k 2.7k 89.48
Ishares Russell Mid-cap Grow Equities (IWP) 0.0 $239k 1.6k 146.41
Ge Healthcare Technology Equities (GEHC) 0.0 $238k 3.7k 64.01
Schwab Emrg Mrkts Eqty Etf Equities (SCHE) 0.0 $232k 6.4k 36.26
Motorola Solutions Equities (MSI) 0.0 $229k 552.00 415.29
Xcel Energy Equities (XEL) 0.0 $222k 2.8k 80.27
Ishares Russell 2000 Value E Equities (IWN) 0.0 $221k 1.0k 221.20
Manulife Financial Corp Equities (MFC) 0.0 $219k 5.4k 40.51
Royal Caribbean Cruises Equities (RCL) 0.0 $216k 680.00 317.53
Tesla Equities (TSLA) 0.0 $215k 510.00 420.60
Dr Horton Equities (DHI) 0.0 $213k 1.3k 162.88
Madrigal Pharmaceuticals Equities (MDGL) 0.0 $213k 396.00 536.95
Invesco Nasdaq Next Gen 100 Equities (QQQJ) 0.0 $209k 4.6k 45.44
Oshkosh Corp Equities (OSK) 0.0 $205k 1.3k 153.48
Spdr Msci Acwi Ex-us Equities (CWI) 0.0 $204k 5.0k 40.67
American Water Works Equities (AWK) 0.0 $203k 1.5k 131.58
Ishares Ibonds Dec 2029 Term Equities (IBTJ) 0.0 $203k 9.4k 21.65
Dominion Resources Equities (D) 0.0 $201k 2.9k 68.28
Corteva Equities (CTVA) 0.0 $200k 2.4k 84.69
Ametek Equities (AME) 0.0 $200k 827.00 241.94
Federal Home Loan Banks 4.125 Fixed Income (Principal) 0.0 $199k 200k 1.00
Star Group Units Equities (SGU) 0.0 $167k 13k 12.84
Calamos Aksia Alt Credit and In Mutual Funds (CAPIX) 0.0 $129k 12k 10.52
Easton Mass Go Mun Purp 4.00 0 Fixed Income (Principal) 0.0 $52k 50k 1.03