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CIK: 0001900099
Total reported value
$1.4B
$1.4B
635 檔
20.8%
As reported in its official Q2 2025 Form 13F filing, Washington Trust Advisors, Inc.'s tracked investment portfolio stood at $1.4B with 635 total positions.
In Q2 2025, Washington Trust Advisors, Inc. adopted a defensive or profit-taking posture, trimming 86 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 635 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | Stock-Industrials | 5.76% | -1.18% | -0.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.01% | +0.50% | -0.93% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.61% | +0.67% | -1.80% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.15% | +0.24% | -0.25% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.14% | +0.01% | -0.69% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.92% | +0.01% | -0.21% | |
| 7 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.79% | -0.29% | -0.59% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.19% | -0.39% | -2.42% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.07% | -0.15% | -0.35% | |
| 10 | DE | Deere & Co | Stock-Industrials | 2.83% | -0.08% | -0.14% | |
| 11 | RMD | Resmed Inc | Stock-Healthcare | 2.68% | +0.15% | -0.27% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.27% | +2.02% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.47% | -0.34% | -3.32% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 2.31% | -0.13% | -3.31% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.44% | +1.08% | |
| 16 | J | Jacobs Solutions Inc | Stock-Industrials | 1.78% | +0.04% | -0.38% | |
| 17 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.75% | +0.50% | +0.08% | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.55% | -0.04% | -0.42% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.54% | -0.09% | -0.38% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.46% | +0.03% | -1.20% | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.39% | -0.15% | -0.68% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.37% | -0.12% | -0.41% | |
| 23 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.34% | +0.14% | +0.02% | |
| 24 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.28% | +0.12% | +1.47% | |
| 25 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.25% | +0.31% | +0.50% | |
| 26 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 1.13% | -0.28% | +0.11% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.12% | +1.80% | |
| 28 | SNOW | Snowflake Inc | Stock-Tech | 1.06% | +0.25% | +1.28% | |
| 29 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.05% | +0.36% | -0.97% | |
| 30 | AMT | American Tower CORP | Stock-Real Estate | 0.98% | -0.16% | -0.02% | |
| 31 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.97% | -0.04% | -0.27% | |
| 32 | ECL | Ecolab Inc | Stock-Materials | 0.93% | -0.05% | -0.22% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.79% | +0.16% | +0.14% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | -0.01% | -0.22% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.03% | -0.91% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.73% | -0.18% | -3.40% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | — | -2.45% | |
| 38 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.72% | -0.07% | +0.06% | |
| 39 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.71% | -0.10% | -0.61% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | -0.05% | +2.35% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.07% | +0.09% | |
| 42 | XYL | Xylem Inc | Stock-Industrials | 0.67% | -0.12% | +1.66% | |
| 43 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.67% | -0.06% | -23.71% | |
| 44 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 0.65% | -0.27% | -0.24% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.60% | -0.03% | +0.84% | |
| 46 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.58% | -0.01% | +16.75% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | — | -0.46% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | -0.11% | -0.28% | |
| 49 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.48% | -0.04% | -0.72% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.02% | +1.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +1.5% | -0.34% | Trim |
| 2 | NVDA | Nvidia CORP | +0.7% | +2.02% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.6% | -1.80% | Trim |
| 4 | BKNG | Booking Holdings Inc | +0.5% | -0.59% | Trim |
| 5 | PANW | Palo Alto Networks Inc | +0.4% | -0.25% | Trim |
| 6 | MSFT | Microsoft CORP | +0.4% | +1.08% | Add |
| 7 | SNOW | Snowflake Inc | +0.3% | +1.28% | Add |
| 8 | UBER | Uber Technologies Inc | +0.3% | -3.31% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.2% | -0.21% | Trim |
| 10 | DIS | Walt Disney Co/the | +0.2% | -1.20% | Trim |
| 11 | ALGN | Align Technology Inc | +0.2% | +971.70% | Add |
| 12 | CHWY | Chewy Inc - Class A | +0.2% | -0.27% | Trim |
| 13 | RMD | Resmed Inc | +0.1% | -0.27% | Trim |
| 14 | VEEV | Veeva Systems Inc-class A | +0.1% | -0.97% | Trim |
| 15 | SPHR | Sphere Entertainment Co | +0.1% | -0.24% | Trim |
| 16 | BEPC | Brookfield Renewable CORP | +0.1% | +0.11% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.1% | -0.22% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -2.42% | Trim |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -0.91% | Trim |
| 20 | ETN | Eaton Corporation plc | +0.1% | +5.18% | Add |
| 21 | BSV | Vanguard Short-term Bond ETF | +0.1% | NEW | New buy |
| 22 | IBM | Intl Business Machines CORP | 0% | -0.28% | Trim |
| 23 | GEV | GE Vernova Inc | 0% | +9.61% | Add |
| 24 | DOCU | Docusign Inc | 0% | +45.83% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | +1.80% | Add |
| 26 | EVR | Evercore Inc - A | 0% | — | Unchanged |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +441.14% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -3.32% | Trim |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.35% | Add |
| 30 | WMT | Walmart Inc | 0% | +0.09% | Add |
| 31 | ARM | Arm Holdings Plc-adr | 0% | — | Unchanged |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +0.84% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.38% | Add |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | -0.65% | Trim |
| 35 | GE | General Electric | 0% | -6.66% | Trim |
| 36 | VOT | Vanguard Mid-cap Growth ETF | 0% | +3.10% | Add |
| 37 | AXP | American Express Co | 0% | -1.68% | Trim |
| 38 | AVGO | Broadcom Inc | 0% | -3.70% | Trim |
| 39 | SCHD | Schwab US Dvd Equity ETF | 0% | +29.12% | Add |
| 40 | BN | Brookfield CORP | 0% | -0.58% | Trim |
| 41 | NFLX | Netflix Inc | 0% | -0.41% | Trim |
| 42 | ORCL | Oracle CORP | 0% | +1.88% | Add |
| 43 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 44 | INTU | Intuit Inc | 0% | +176.29% | Add |
| 45 | DFAI | Dimensional International Co | 0% | +28.91% | Add |
| 46 | PM | Philip Morris International | 0% | — | Unchanged |
| 47 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 48 | ITT | Itt Inc | 0% | — | Unchanged |
| 49 | JPST | Jpmorgan Ultra-short Income | 0% | +238.93% | Add |
| 50 | QQQM | Invesco Nasdaq 100 ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Washington Trust Advisors, Inc. reported a total U.S. public equity portfolio value of $1.4B across 635 disclosed positions in Q2 2025.
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 PWR, AAPL, META) accounted for 20.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
BSV
市值: $555.9K
Top Position Liquidated / Trimmed
VV
前期市值: $198.7K
During Q2 2025, Washington Trust Advisors, Inc.'s top holdings by market value included PWR (5.8%)、AAPL (5.0%)、META (4.6%). The largest single position, PWR, represented 5.8% of total portfolio value.
In Q2 2025, Washington Trust Advisors, Inc. made 155 total portfolio adjustments, initiating 3 new buys, adding to 63 positions, trimming 86 holdings, and fully liquidating 3 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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