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CIK: 0001900099
Total reported value
$1.4B
$1.4B
659 檔
17.7%
At the close of Q2 2024, Washington Trust Advisors, Inc. disclosed equity holdings valued at approximately $1.4B, spread across 659 reported holdings.
During Q2 2024, Washington Trust Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 659 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.09% | +0.50% | -3.30% | |
| 2 | PWR | Quanta Services Inc | Stock-Industrials | 4.57% | -1.18% | -3.62% | |
| 3 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.14% | +0.24% | -4.87% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.00% | -0.39% | -3.88% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.98% | +0.01% | -2.45% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.86% | +0.67% | -1.69% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.58% | +0.01% | -1.85% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.14% | -0.34% | -3.17% | |
| 9 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.07% | -0.29% | -2.70% | |
| 10 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.85% | +0.12% | -3.95% | |
| 11 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 2.73% | +0.50% | -2.11% | |
| 12 | DE | Deere & Co | Stock-Industrials | 2.45% | -0.08% | -1.48% | |
| 13 | RMD | Resmed Inc | Stock-Healthcare | 2.32% | +0.15% | -2.09% | |
| 14 | J | Jacobs Solutions Inc | Stock-Industrials | 2.20% | +0.04% | -2.16% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 2.18% | -0.13% | -2.48% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | +0.27% | +747.05% | |
| 17 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.07% | +0.14% | +0.07% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.98% | -0.12% | -1.90% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.74% | -0.04% | -3.53% | |
| 20 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.65% | -0.09% | +0.48% | |
| 21 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.45% | +0.31% | -1.92% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.43% | -0.15% | -1.80% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.40% | -0.03% | -3.02% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.37% | +0.03% | -1.40% | |
| 25 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 1.14% | — | -0.53% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.03% | -0.16% | -2.81% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | +0.44% | +1.50% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.12% | +0.52% | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 0.97% | -0.05% | -1.29% | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.94% | -0.18% | -0.98% | |
| 31 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.92% | -0.10% | -0.58% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | — | -2.05% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | -0.01% | +0.03% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.85% | +0.16% | -6.71% | |
| 35 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.83% | -0.06% | -4.77% | |
| 36 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.78% | -0.07% | -2.74% | |
| 37 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.78% | — | -2.31% | |
| 38 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.77% | +0.36% | +9.98% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.05% | -5.17% | |
| 40 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.69% | -0.04% | -5.41% | |
| 41 | SNOW | Snowflake Inc | Stock-Tech | 0.67% | +0.25% | +21.01% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | — | — | |
| 43 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 0.63% | -0.27% | +7.66% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.63% | -0.03% | -4.55% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.03% | +1.91% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | -0.02% | +0.27% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.07% | -4.27% | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.49% | -0.04% | -5.35% | |
| 49 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.37% | -0.01% | +689.99% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | -0.11% | +0.01% |
According to official SEC Form 13F filings, Washington Trust Advisors, Inc. reported a total U.S. public equity portfolio value of $1.4B across 659 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, PWR, PANW) accounted for 17.7% of total reported equity market value during Q2 2024.
During Q2 2024, Washington Trust Advisors, Inc.'s top holdings by market value included AAPL (6.1%)、PWR (4.6%)、PANW (4.1%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q2 2024, Washington Trust Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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