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CIK: 0001900099
Total reported value
$1.4B
$1.4B
688 檔
21.8%
At the close of Q3 2025, Washington Trust Advisors, Inc. disclosed equity holdings valued at approximately $1.4B, spread across 688 reported holdings.
Washington Trust Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 30 new positions while fully exiting 5 holdings and trimming 90 positions.
Showing top 200 holdings (of 688 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.70% | +0.50% | -2.22% | |
| 2 | PWR | Quanta Services Inc | Stock-Industrials | 5.49% | -1.18% | -7.12% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.18% | +0.67% | -2.79% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.04% | -0.39% | -1.39% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.84% | +0.24% | -0.88% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.66% | +0.01% | -1.71% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.58% | +0.01% | -2.57% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.19% | -0.29% | -3.77% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.00% | -0.34% | -5.97% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.92% | -0.15% | -1.87% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.69% | +0.27% | -1.99% | |
| 12 | RMD | Resmed Inc | Stock-Healthcare | 2.58% | +0.15% | -3.06% | |
| 13 | DE | Deere & Co | Stock-Industrials | 2.33% | -0.08% | -2.15% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 2.21% | -0.13% | -2.81% | |
| 15 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.93% | +0.50% | -2.12% | |
| 16 | J | Jacobs Solutions Inc | Stock-Industrials | 1.87% | +0.04% | -1.91% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | +0.44% | -1.85% | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.52% | -0.04% | -2.79% | |
| 19 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.37% | +0.14% | -0.01% | |
| 20 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.36% | -0.09% | -2.33% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.33% | -0.12% | -2.29% | |
| 22 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.27% | +0.12% | -0.79% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.23% | +0.03% | -2.53% | |
| 24 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.17% | -0.15% | -2.84% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.12% | +3.18% | |
| 26 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.11% | +0.31% | -2.04% | |
| 27 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 1.08% | -0.28% | -3.10% | |
| 28 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.01% | +0.36% | -0.79% | |
| 29 | SNOW | Snowflake Inc | Stock-Tech | 0.97% | +0.25% | -2.36% | |
| 30 | ECL | Ecolab Inc | Stock-Materials | 0.89% | -0.05% | -0.43% | |
| 31 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.88% | -0.04% | +2.76% | |
| 32 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 0.84% | -0.27% | -7.27% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.80% | -0.16% | +0.06% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | -0.01% | -1.37% | |
| 35 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.77% | -0.07% | +15.60% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.03% | -1.43% | |
| 37 | XYL | Xylem Inc | Stock-Industrials | 0.73% | -0.12% | +1.93% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | -0.05% | +1.46% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | — | -2.87% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.67% | -0.18% | -1.28% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.66% | -0.05% | +202.98% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.07% | -1.53% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | — | +1.06% | |
| 44 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.65% | -0.01% | +3.14% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.62% | -0.03% | +2.31% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.60% | +0.16% | -1.20% | |
| 47 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.59% | -0.10% | -1.45% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.52% | -0.06% | -7.76% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.02% | +3.78% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | -0.11% | +0.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +1.2% | -7.12% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -1.39% | Trim |
| 3 | NVDA | Nvidia CORP | +0.9% | -1.99% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.97% | Trim |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | +202.98% | Add |
| 6 | ASML | ASML Holding N.V. | +0.4% | +12610.26% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | -1.85% | Trim |
| 8 | SPHR | Sphere Entertainment Co | +0.3% | -7.27% | Trim |
| 9 | SNOW | Snowflake Inc | +0.2% | -2.36% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -2.79% | Trim |
| 11 | UBER | Uber Technologies Inc | +0.2% | -2.81% | Trim |
| 12 | DFAE | Dimensional Emerging Core Eq | +0.2% | +1806.44% | Add |
| 13 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +521.01% | Add |
| 14 | ALGN | Align Technology Inc | +0.1% | +2.87% | Add |
| 15 | DFAU | Dimensional US Core Equity M | +0.1% | +88.67% | Add |
| 16 | J | Jacobs Solutions Inc | +0.1% | -1.91% | Trim |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.18% | Add |
| 18 | VEEV | Veeva Systems Inc-class A | +0.1% | -0.79% | Trim |
| 19 | CHWY | Chewy Inc - Class A | +0.1% | +2.76% | Add |
| 20 | VUG | Vanguard Growth ETF | +0.1% | -1.37% | Trim |
| 21 | CMG | Chipotle Mexican Grill Inc | +0.1% | +924.95% | Add |
| 22 | DFAI | Dimensional International Co | +0.1% | +157.06% | Add |
| 23 | DFAS | Dimensional US Small Cap ETF | +0.1% | +305.78% | Add |
| 24 | XYL | Xylem Inc | +0.1% | +1.93% | Add |
| 25 | EVR | Evercore Inc - A | +0.1% | — | Unchanged |
| 26 | DFCF | Dimensional Core Fixed Inc | +0.1% | +112.63% | Add |
| 27 | ORCL | Oracle CORP | +0.1% | +74.84% | Add |
| 28 | PANW | Palo Alto Networks Inc | +0.1% | -0.88% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -1.43% | Trim |
| 30 | ETN | Eaton Corporation plc | +0.1% | +1.21% | Add |
| 31 | GEV | GE Vernova Inc | +0.1% | -4.79% | Add |
| 32 | DFSD | Dimensional Short Duration | +0.1% | +298.47% | Add |
| 33 | EW | Edwards Lifesciences CORP | 0% | +15.60% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.46% | Add |
| 35 | RMD | Resmed Inc | 0% | -3.06% | Trim |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +2.31% | Add |
| 37 | TSLA | Tesla Inc | 0% | +9.44% | Add |
| 38 | DFUV | Dimensional US Marketwide Va | 0% | +110.54% | Add |
| 39 | BEPC | Brookfield Renewable CORP | 0% | -3.10% | Trim |
| 40 | GE | General Electric | 0% | -1.99% | Trim |
| 41 | DOCU | Docusign Inc | 0% | +3.18% | Add |
| 42 | CAT | Caterpillar Inc | 0% | +3.12% | Add |
| 43 | AVGO | Broadcom Inc | 0% | -1.21% | Trim |
| 44 | QQQ | Invesco Qqq Trust Series 1 | 0% | -23.97% | Add |
| 45 | DFAC | Dimensional US Core Equity 2 | 0% | +34.20% | Add |
| 46 | VPU | Vanguard Utilities ETF | 0% | +192.35% | Add |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.04% | Trim |
| 48 | VOT | Vanguard Mid-cap Growth ETF | 0% | +2.40% | Add |
| 49 | AXP | American Express Co | 0% | +1.02% | Trim |
| 50 | RTX | Rtx CORP | 0% | -0.60% | Trim |
According to official SEC Form 13F filings, Washington Trust Advisors, Inc. reported a total U.S. public equity portfolio value of $1.4B across 688 disclosed positions in Q3 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 AAPL, PWR, META) accounted for 21.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFNM
市值: $3.9M
Top Position Liquidated / Trimmed
TDG
前期市值: $229.6K
During Q3 2025, Washington Trust Advisors, Inc.'s top holdings by market value included AAPL (5.7%)、PWR (5.5%)、META (4.2%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q3 2025, Washington Trust Advisors, Inc. made 189 total portfolio adjustments, initiating 30 new buys, adding to 64 positions, trimming 90 holdings, and fully liquidating 5 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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