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CIK: 0001900099
Total reported value
$1.3B
$1.3B
662 檔
19.7%
During the Q3 2024 filing period, Washington Trust Advisors, Inc. (CIK: 0001900099) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 662 reported positions.
In Q3 2024, Washington Trust Advisors, Inc. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 662 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.31% | -0.04% | -0.01% | |
| 2 | PWR | Quanta Services Inc | Stock-Industrials | 4.99% | +0.54% | -0.59% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.09% | -0.48% | -0.40% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.86% | +2.63% | -1.41% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.62% | — | +0.44% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.50% | -0.02% | -0.45% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.40% | +0.38% | -0.45% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.06% | -0.19% | -0.18% | |
| 9 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 2.87% | -0.05% | +0.08% | |
| 10 | RMD | Resmed Inc | Stock-Healthcare | 2.74% | -0.50% | -1.22% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.70% | +0.35% | +0.51% | |
| 12 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.66% | -0.52% | -0.36% | |
| 13 | DE | Deere & Co | Stock-Industrials | 2.53% | -0.10% | -1.10% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 2.10% | -0.18% | -0.64% | |
| 15 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.01% | -0.14% | +0.16% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | +0.28% | +0.21% | |
| 17 | J | Jacobs Solutions Inc | Stock-Industrials | 1.93% | -0.19% | -0.26% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.91% | -0.32% | -0.15% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.78% | -0.16% | -0.01% | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.67% | +0.03% | -4.25% | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.66% | -0.01% | -1.05% | |
| 22 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.62% | +0.07% | -0.19% | |
| 23 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 1.24% | — | +0.96% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.24% | -0.15% | -0.31% | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.21% | -0.01% | -7.04% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.16% | -0.10% | -0.11% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.09% | +11.22% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.04% | -0.33% | +0.73% | |
| 29 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.01% | -0.06% | -3.69% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.10% | +6.62% | |
| 31 | ECL | Ecolab Inc | Stock-Materials | 0.96% | -0.09% | -1.68% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -1.10% | EXIT | |
| 33 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.85% | -0.02% | -0.16% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.84% | -0.13% | -3.64% | |
| 35 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.84% | — | +1.08% | |
| 36 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 0.76% | +0.14% | +1.07% | |
| 37 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.75% | — | -0.39% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.07% | -12.97% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.08% | +1.17% | |
| 40 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.70% | -0.22% | +0.33% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.06% | -0.69% | |
| 42 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.66% | — | +25.48% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.61% | -0.01% | -3.18% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | — | -0.26% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.30% | -0.74% | |
| 46 | SNOW | Snowflake Inc | Stock-Tech | 0.58% | +0.32% | +7.88% | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.50% | -0.08% | -0.89% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | +0.02% | -12.13% | |
| 49 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.48% | -0.09% | +35.72% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.02% | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +0.4% | -0.59% | Trim |
| 2 | RMD | Resmed Inc | +0.4% | -1.22% | Trim |
| 3 | AMTM | Amentum Holdings Inc | +0.4% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.2% | -0.01% | Trim |
| 5 | META | Meta Platforms Inc-class A | +0.2% | -0.40% | Trim |
| 6 | SBUX | Starbucks CORP | +0.2% | -1.05% | Trim |
| 7 | PYPL | Paypal Holdings Inc | +0.2% | -3.69% | Trim |
| 8 | ZBRA | Zebra Technologies Corp-cl A | +0.2% | -0.19% | Trim |
| 9 | IQV | Iqvia Holdings Inc | +0.1% | +0.08% | Add |
| 10 | APD | Air Products & Chemicals Inc | +0.1% | -0.01% | Trim |
| 11 | AMT | American Tower CORP | +0.1% | -0.11% | Trim |
| 12 | SPHR | Sphere Entertainment Co | +0.1% | +1.07% | Add |
| 13 | ETN | Eaton Corporation plc | +0.1% | +887.53% | Add |
| 14 | ARE | Alexandria Real Estate Equit | +0.1% | +35.72% | Add |
| 15 | BEPC | Brookfield Renewable Corporation | +0.1% | +0.96% | Add |
| 16 | NKE | Nike Inc -cl B | +0.1% | +0.73% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.22% | Add |
| 18 | DE | Deere & Co | +0.1% | -1.10% | Trim |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +0.08% | Add |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | +1.08% | Add |
| 21 | WMT | Walmart Inc | +0.1% | -0.74% | Trim |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +20.72% | Add |
| 23 | ABBV | Abbvie Inc | 0% | +4.12% | Add |
| 24 | CSW | Csw Industrials Inc | 0% | — | Unchanged |
| 25 | JNJ | Johnson & Johnson | 0% | -0.69% | Trim |
| 26 | KO | Coca-cola Co/the | 0% | +0.53% | Add |
| 27 | ADP | Automatic Data Processing | 0% | -0.94% | Trim |
| 28 | DEO | Diageo Plc-sponsored Adr | 0% | -0.50% | Trim |
| 29 | CHWY | Chewy Inc - Class A | 0% | +0.33% | Add |
| 30 | KMI | Kinder Morgan, Inc. | 0% | -0.89% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.17% | Add |
| 32 | BKNG | Booking Holdings Inc | 0% | -0.18% | Trim |
| 33 | ISRG | Intuitive Surgical Inc | 0% | -3.64% | Trim |
| 34 | ECL | Ecolab Inc | 0% | -1.68% | Trim |
| 35 | QCOM | Qualcomm Inc | 0% | -52.82% | Trim |
| 36 | BDX | Becton Dickinson And Co | -0.1% | +0.16% | Add |
| 37 | PEP | Pepsico Inc | -0.1% | -0.15% | Trim |
| 38 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.1% | -4.25% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.1% | -0.45% | Trim |
| 40 | UBER | Uber Technologies Inc | -0.1% | -0.64% | Trim |
| 41 | SNOW | Snowflake Inc | -0.1% | +7.88% | Add |
| 42 | ✓ | Atlantica Sustainable Infr P | -0.1% | -80.37% | Trim |
| 43 | EW | Edwards Lifesciences CORP | -0.1% | +25.48% | Add |
| 44 | DIS | Walt Disney Co/the | -0.1% | -0.31% | Trim |
| 45 | VUG | Vanguard Growth ETF | -0.2% | -12.97% | Trim |
| 46 | UPS | United Parcel Service-cl B | -0.2% | -7.04% | Trim |
| 47 | J | Jacobs Solutions Inc | -0.3% | -0.26% | Trim |
| 48 | AMZN | Amazon.com Inc | -0.4% | +0.44% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.51% | Add |
| 50 | GOOG | Alphabet Inc-cl C | -0.6% | -0.45% | Trim |
According to official SEC Form 13F filings, Washington Trust Advisors, Inc. reported a total U.S. public equity portfolio value of $1.3B across 662 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PWR, META) accounted for 19.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
AMTM
市值: $4.1M
Top Position Liquidated / Trimmed
AAPL
前期市值: $66.2M
During Q3 2024, Washington Trust Advisors, Inc.'s top holdings by market value included AAPL (6.3%)、PWR (5.0%)、META (4.1%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q3 2024, Washington Trust Advisors, Inc. made 49 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 29 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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