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CIK: 0001900099
Total reported value
$1.4B
$1.4B
665 檔
20.1%
The Q4 2024 SEC filing reveals that Washington Trust Advisors, Inc. held a total portfolio value of $1.4B, covering 665 public equity positions.
In Q4 2024, Washington Trust Advisors, Inc. adopted a defensive or profit-taking posture, trimming 92 positions and completely liquidating 16 holdings to manage risk exposure.
Showing top 200 holdings (of 665 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.52% | +0.50% | -0.98% | |
| 2 | PWR | Quanta Services Inc | Stock-Industrials | 5.05% | -1.18% | -1.74% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.10% | +0.01% | -0.80% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.00% | +0.67% | -1.46% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.88% | +0.24% | +94.32% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.82% | +0.01% | -2.12% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.68% | -0.39% | -2.14% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.42% | -0.29% | -2.31% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.14% | -0.15% | +6838.16% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.88% | -0.34% | -3.46% | |
| 11 | DE | Deere & Co | Stock-Industrials | 2.46% | -0.08% | -1.33% | |
| 12 | RMD | Resmed Inc | Stock-Healthcare | 2.46% | +0.15% | -1.37% | |
| 13 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 2.24% | +0.50% | -2.85% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.11% | +0.27% | +0.30% | |
| 15 | J | Jacobs Solutions Inc | Stock-Industrials | 1.88% | +0.04% | -1.54% | |
| 16 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.83% | +0.14% | +0.07% | |
| 17 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.74% | +0.12% | -0.30% | |
| 18 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.65% | -0.09% | -1.94% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.63% | -0.12% | -2.09% | |
| 20 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.62% | +0.31% | -1.69% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 1.61% | -0.13% | -1.93% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.55% | -0.04% | +190.28% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.47% | -0.15% | -2.61% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.37% | +0.03% | -1.63% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.12% | -1.27% | |
| 26 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.04% | -0.06% | -2.67% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.04% | -0.03% | -4.73% | |
| 28 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.98% | -0.28% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | +0.44% | +2.29% | |
| 30 | AMT | American Tower CORP | Stock-Real Estate | 0.86% | -0.16% | -3.17% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.84% | +0.16% | -3.38% | |
| 32 | ECL | Ecolab Inc | Stock-Materials | 0.84% | -0.05% | -1.85% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.82% | -0.18% | -5.90% | |
| 34 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.81% | +0.36% | -1.53% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | — | +0.96% | |
| 36 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.77% | -0.04% | -1.25% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | -0.01% | -0.93% | |
| 38 | SNOW | Snowflake Inc | Stock-Tech | 0.74% | +0.25% | -1.31% | |
| 39 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.73% | -0.10% | -2.53% | |
| 40 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.70% | -0.07% | -1.95% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | -0.05% | -0.21% | |
| 42 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 0.66% | -0.27% | -1.75% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.03% | -1.05% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.07% | -0.24% | |
| 45 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.60% | -0.01% | +57.55% | |
| 46 | XYL | Xylem Inc | Stock-Industrials | 0.58% | -0.12% | +514.31% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | — | -2.84% | |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.53% | -0.03% | +0.53% | |
| 49 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.51% | -0.04% | -15.66% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.02% | -0.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +3.1% | +6838.16% | Add |
| 2 | BEPC | Brookfield Renewable CORP | +1% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.5% | -0.80% | Trim |
| 4 | XYL | Xylem Inc | +0.5% | +514.31% | Add |
| 5 | BKNG | Booking Holdings Inc | +0.4% | -2.31% | Trim |
| 6 | V | Visa Inc-class A Shares | +0.3% | -2.12% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -2.14% | Trim |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | NEW | New buy |
| 9 | AAPL | Apple Inc | +0.2% | -0.98% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.46% | Trim |
| 11 | SNOW | Snowflake Inc | +0.2% | -1.31% | Trim |
| 12 | NVDA | Nvidia CORP | +0.2% | +0.30% | Add |
| 13 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 14 | DIS | Walt Disney Co/the | +0.1% | -1.63% | Trim |
| 15 | ARE | Alexandria Real Estate Equit | +0.1% | +57.55% | Add |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +241.21% | Add |
| 17 | APTV | Aptiv PLC | +0.1% | NEW | New buy |
| 18 | CHWY | Chewy Inc - Class A | +0.1% | -1.25% | Trim |
| 19 | TSLA | Tesla Inc | +0.1% | +67.53% | Add |
| 20 | PWR | Quanta Services Inc | +0.1% | -1.74% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -1.05% | Trim |
| 22 | WMT | Walmart Inc | +0.1% | -0.24% | Trim |
| 23 | PEN | Penumbra Inc | +0.1% | -3.52% | Trim |
| 24 | EW | Edwards Lifesciences CORP | 0% | -1.95% | Trim |
| 25 | PYPL | Paypal Holdings Inc | 0% | -2.67% | Trim |
| 26 | BND | Vanguard Total Bond Market | 0% | +36.46% | Add |
| 27 | DOCU | Docusign Inc | 0% | -4.76% | Trim |
| 28 | PANW | Palo Alto Networks Inc | 0% | +94.32% | Add |
| 29 | VUG | Vanguard Growth ETF | 0% | -0.93% | Trim |
| 30 | GMED | Globus Medical Inc - A | 0% | +0.13% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | -0.86% | Trim |
| 32 | ADP | Automatic Data Processing | 0% | +1.58% | Add |
| 33 | GLD | Spdr Gold Shares | 0% | +213.01% | Add |
| 34 | GD | General Dynamics CORP | 0% | NEW | New buy |
| 35 | USB | US Bancorp | 0% | +1038.60% | Add |
| 36 | FISV | Fiserv Inc | 0% | +283.87% | Add |
| 37 | KMI | Kinder Morgan, Inc. | 0% | -15.66% | Trim |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +7.66% | Add |
| 39 | SCHD | Schwab US Dvd Equity ETF | 0% | +351.90% | Add |
| 40 | EVR | Evercore Inc - A | 0% | — | Unchanged |
| 41 | AXP | American Express Co | 0% | +0.47% | Add |
| 42 | VB | Vanguard Small-cap ETF | 0% | +5.79% | Add |
| 43 | GEV | GE Vernova Inc | 0% | -1.72% | Trim |
| 44 | SMH | Vaneck Semiconductor ETF | 0% | NEW | New buy |
| 45 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 46 | XLP | Ss Consumer Staples Sel Sect | 0% | NEW | New buy |
| 47 | IWD | Ishares Russell 1000 Value E | 0% | +20.66% | Add |
| 48 | AVGO | Broadcom Inc | 0% | +0.15% | Add |
| 49 | IWP | Ishares Russell Mid-cap Grow | 0% | +99.54% | Add |
| 50 | AJG | Arthur J Gallagher & Co | 0% | NEW | New buy |
According to official SEC Form 13F filings, Washington Trust Advisors, Inc. reported a total U.S. public equity portfolio value of $1.4B across 665 disclosed positions in Q4 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, AMZN) accounted for 20.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BEPC
市值: $11.7M
Top Position Liquidated / Trimmed
BEPC
前期市值: $14.4M
During Q4 2024, Washington Trust Advisors, Inc.'s top holdings by market value included AAPL (6.5%)、PWR (5.0%)、AMZN (4.1%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q4 2024, Washington Trust Advisors, Inc. made 178 total portfolio adjustments, initiating 17 new buys, adding to 53 positions, trimming 92 holdings, and fully liquidating 16 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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