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CIK: 0001900099
Total reported value
$1.4B
$1.4B
585 檔
22.6%
As reported in its official Q4 2025 Form 13F filing, Washington Trust Advisors, Inc.'s tracked investment portfolio stood at $1.4B with 585 total positions.
In Q4 2025, Washington Trust Advisors, Inc. adopted a defensive or profit-taking posture, trimming 104 positions and completely liquidating 15 holdings to manage risk exposure.
Showing top 200 holdings (of 585 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.98% | +0.50% | -2.17% | |
| 2 | PWR | Quanta Services Inc | Stock-Industrials | 5.48% | -1.18% | -2.50% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.12% | -0.39% | -2.16% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.83% | -0.34% | -1.42% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.72% | +0.01% | -1.50% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.72% | +0.01% | -1.61% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.71% | +0.67% | -1.61% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.42% | +0.24% | -1.84% | |
| 9 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.12% | -0.29% | -1.61% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.87% | -0.15% | -2.22% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | +0.27% | -5.48% | |
| 12 | DE | Deere & Co | Stock-Industrials | 2.35% | -0.08% | -1.34% | |
| 13 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 2.27% | +0.50% | -1.41% | |
| 14 | RMD | Resmed Inc | Stock-Healthcare | 2.26% | +0.15% | -1.21% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 1.83% | -0.13% | -1.01% | |
| 16 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.74% | +0.12% | -1.01% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | +0.44% | -0.76% | |
| 18 | J | Jacobs Solutions Inc | Stock-Industrials | 1.63% | +0.04% | -1.47% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.57% | -0.04% | -0.59% | |
| 20 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.42% | +0.14% | +0.11% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.33% | -0.12% | -2.45% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.12% | +7.75% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.21% | +0.03% | -1.73% | |
| 24 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 1.19% | -0.28% | -1.73% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.14% | -0.15% | -2.49% | |
| 26 | SNOW | Snowflake Inc | Stock-Tech | 0.97% | +0.25% | +2.00% | |
| 27 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.90% | -0.07% | +5.68% | |
| 28 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.87% | +0.31% | -4.46% | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.84% | -0.09% | -32.31% | |
| 30 | ECL | Ecolab Inc | Stock-Materials | 0.83% | -0.05% | -2.55% | |
| 31 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.79% | +0.36% | +4.00% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.79% | -0.01% | -0.11% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.03% | -0.61% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.75% | +0.16% | -1.66% | |
| 35 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 0.75% | -0.27% | -42.05% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | — | -0.37% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | — | -0.64% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | -0.05% | +0.11% | |
| 39 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.72% | -0.04% | -0.67% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.07% | -0.58% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.70% | -0.16% | -4.95% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.69% | -0.05% | +2.66% | |
| 43 | XYL | Xylem Inc | Stock-Industrials | 0.67% | -0.12% | -0.64% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.66% | -0.03% | +1.83% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.60% | -0.18% | -1.65% | |
| 46 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.54% | -0.10% | -3.91% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | -0.02% | +1.12% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | -0.11% | — | |
| 49 | PEN | Penumbra Inc | Stock-Healthcare | 0.48% | -0.05% | -1.28% | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.42% | -0.04% | -0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -2.16% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.42% | Trim |
| 3 | REGN | Regeneron Pharmaceuticals | +0.5% | -1.01% | Trim |
| 4 | IQV | Iqvia Holdings Inc | +0.3% | -1.41% | Trim |
| 5 | AAPL | Apple Inc | +0.3% | -2.17% | Trim |
| 6 | ISRG | Intuitive Surgical Inc | +0.2% | -1.66% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.1% | -1.50% | Trim |
| 8 | EW | Edwards Lifesciences CORP | +0.1% | +5.68% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.75% | Add |
| 10 | BND | Vanguard Total Bond Market | +0.1% | +78.69% | Add |
| 11 | BEPC | Brookfield Renewable CORP | +0.1% | -1.73% | Trim |
| 12 | PEN | Penumbra Inc | +0.1% | -1.28% | Trim |
| 13 | JNJ | Johnson & Johnson | +0.1% | -0.64% | Trim |
| 14 | V | Visa Inc-class A Shares | +0.1% | -1.61% | Trim |
| 15 | FRPT | Freshpet Inc | +0.1% | +516.81% | Add |
| 16 | BDX | Becton Dickinson And Co | +0.1% | +0.11% | Add |
| 17 | WMT | Walmart Inc | +0.1% | -0.58% | Trim |
| 18 | GMED | Globus Medical Inc - A | +0.1% | -4.38% | Trim |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -0.37% | Trim |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | -0.59% | Trim |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.39% | Add |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +1.83% | Add |
| 23 | SPGI | S&p Global Inc | 0% | +902.00% | Add |
| 24 | DFAI | Dimensional International Co | 0% | +27.98% | Add |
| 25 | DFUS | Dimensional US Eq Mkt ETF | 0% | +14.43% | Add |
| 26 | LLY | Eli Lilly & Co | 0% | +4.08% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | -3.77% | Trim |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +2.66% | Add |
| 29 | ASML | ASML Holding N.V. | 0% | -2.88% | Trim |
| 30 | ALGN | Align Technology Inc | 0% | -3.04% | Trim |
| 31 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 32 | BNDX | Vanguard Total Intl Bond ETF | 0% | +118.25% | Add |
| 33 | UPS | United Parcel Service-cl B | 0% | -2.44% | Trim |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | +3.60% | Add |
| 35 | JPST | Jpmorgan Ultra-short Income | 0% | +209.98% | Add |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | -1.38% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.11% | Add |
| 38 | VTV | Vanguard Value ETF | 0% | +1.12% | Add |
| 39 | FDX | Fedex CORP | 0% | -3.45% | Trim |
| 40 | AXP | American Express Co | 0% | -0.46% | Trim |
| 41 | WFC | Wells Fargo & Co | 0% | +32.16% | Add |
| 42 | CAT | Caterpillar Inc | 0% | -4.28% | Trim |
| 43 | JPM | Jpmorgan Chase & Co | 0% | -0.61% | Trim |
| 44 | DE | Deere & Co | 0% | -1.34% | Trim |
| 45 | CSW | Csw Industrials Inc | 0% | — | Unchanged |
| 46 | MRK | Merck & Co. Inc. | 0% | -0.56% | Trim |
| 47 | DFAU | Dimensional US Core Equity M | 0% | +3.78% | Add |
| 48 | VUG | Vanguard Growth ETF | 0% | -0.11% | Trim |
| 49 | INTU | Intuit Inc | 0% | +92.55% | Add |
| 50 | DFIV | Dimensional International Va | 0% | -0.47% | 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 585 disclosed positions in Q4 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, GOOG) accounted for 22.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFGX
市值: $232.7K
Top Position Liquidated / Trimmed
TLT
前期市值: $787.1K
During Q4 2025, Washington Trust Advisors, Inc.'s top holdings by market value included AAPL (6.0%)、PWR (5.5%)、GOOG (5.1%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q4 2025, Washington Trust Advisors, Inc. made 184 total portfolio adjustments, initiating 9 new buys, adding to 56 positions, trimming 104 holdings, and fully liquidating 15 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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