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CIK: 0000861787
Total reported value
$1.4B
$1.4B
210 檔
17.5%
The Q4 2024 SEC filing reveals that Washington Trust Bank held a total portfolio value of $1.4B, covering 210 public equity positions.
In Q4 2024, Washington Trust Bank adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including PCAR, MSFT, AAPL) accounted for 17.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | Stock-Industrials | 7.61% | -0.10% | -0.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.36% | +2.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.24% | -0.40% | -3.82% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.02% | -0.17% | -0.18% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.59% | +0.39% | +0.01% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | -0.47% | -12.84% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.74% | -0.45% | +0.22% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | -0.02% | -5.10% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.41% | +0.01% | -6.82% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.35% | +0.61% | +90.15% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -0.11% | -6.34% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.08% | -0.27% | -5.94% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.94% | -0.15% | -2.58% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.89% | +0.02% | +1.30% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.69% | -0.15% | -9.10% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.65% | -0.15% | -4.32% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.63% | -0.25% | -4.25% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.63% | +1.11% | +2.46% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 1.60% | — | +5.18% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.13% | -2.81% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 1.52% | -0.07% | -7.30% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.50% | +0.16% | -4.45% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.49% | -0.06% | -4.36% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.31% | -0.25% | -3.94% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.30% | -0.15% | +2.58% | |
| 26 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.28% | -0.21% | -1.69% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.23% | -2.26% | |
| 28 | RSG | Republic Services Inc | Stock-Industrials | 1.25% | -0.11% | -2.96% | |
| 29 | COR | Cencora Inc | Stock-Healthcare | 1.25% | -0.22% | -6.46% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.23% | -0.07% | +0.05% | |
| 31 | DE | Deere & Co | Stock-Industrials | 1.19% | -0.05% | -2.67% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.15% | -0.08% | -4.67% | |
| 33 | ELV | Elevance Health Inc | Stock-Healthcare | 1.04% | -0.02% | +0.43% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.00% | -0.25% | -2.93% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.95% | -0.03% | EXIT | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.95% | -0.08% | +3019.48% | |
| 37 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.92% | -0.12% | -0.21% | |
| 38 | BUSD | Barnes Group Inc | Stock-Other | 0.80% | — | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.25% | +0.38% | |
| 40 | USB | US Bancorp | Stock-Financials | 0.77% | +0.03% | +0.36% | |
| 41 | NI | Nisource Inc | Stock-Utilities | 0.70% | -0.10% | -3.10% | |
| 42 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.64% | -0.08% | -9.16% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | +0.18% | +14.39% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.62% | -0.12% | -1.53% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.61% | -0.06% | -4.19% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.59% | -0.12% | -2.96% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.04% | -4.78% | |
| 48 | VLO | Valero Energy CORP | Stock-Energy | 0.58% | -0.05% | -3.42% | |
| 49 | MLM | Martin Marietta Materials | Stock-Materials | 0.58% | -0.07% | -4.34% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.18% | +1.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | +0.9% | +3019.48% | Add |
| 2 | BUSD | Barnes Group Inc | +0.8% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.7% | +0.22% | Add |
| 4 | PCAR | Paccar Inc | +0.4% | -0.01% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.3% | -5.10% | Trim |
| 6 | NOW | Servicenow Inc | +0.2% | -6.82% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.81% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | -3.82% | Trim |
| 9 | ADI | Analog Devices Inc | +0.1% | +306.53% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -6.34% | Trim |
| 11 | DIS | Walt Disney Co/the | +0.1% | -3.94% | Trim |
| 12 | EEM | Ishares Msci Emerging Market | +0.1% | +74.34% | Add |
| 13 | IWD | Ishares Russell 1000 Value E | +0.1% | +60.01% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | -9.10% | Trim |
| 15 | IGF | Ishares Global Infrastructur | +0.1% | +31.68% | Add |
| 16 | VB | Vanguard Small-cap ETF | +0.1% | +18.81% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.01% | Add |
| 18 | MA | Mastercard Inc - A | +0.1% | -2.58% | Trim |
| 19 | SPGI | S&p Global Inc | +0.1% | +313.41% | Add |
| 20 | SPHD | Invesco S&p 500 High Dividen | +0.1% | NEW | New buy |
| 21 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +130.40% | Add |
| 22 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +79.93% | Add |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | +1.30% | Add |
| 24 | COST | Costco Wholesale CORP | -0.1% | -5.94% | Trim |
| 25 | COP | Conocophillips | -0.1% | -2.96% | Trim |
| 26 | XOM | Exxon Mobil CORP | -0.1% | +0.38% | Add |
| 27 | ROP | Roper Technologies Inc | -0.1% | -38.89% | Trim |
| 28 | COR | Cencora Inc | -0.1% | -6.46% | Trim |
| 29 | VLO | Valero Energy CORP | -0.1% | -3.42% | Trim |
| 30 | LLY | Eli Lilly & Co | -0.1% | +1.44% | Add |
| 31 | NVDA | Nvidia CORP | -0.1% | -12.84% | Trim |
| 32 | MDU | Mdu Resources Group Inc | -0.1% | -0.52% | Trim |
| 33 | MRSH | Marsh & Mclennan Cos | -0.1% | -1.69% | Trim |
| 34 | PLD | Prologis Inc | -0.1% | -1.55% | Trim |
| 35 | LIN | Linde plc | -0.1% | -4.19% | Trim |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -0.18% | Trim |
| 37 | DJP | Ipath Bloomberg Commodity In | -0.1% | -23.11% | Trim |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | -2.20% | Trim |
| 39 | HD | Home Depot Inc | -0.1% | -4.32% | Trim |
| 40 | STZ | Constellation Brands Inc-a | -0.2% | -0.21% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.2% | +2.58% | Add |
| 42 | ADBE | Adobe Inc | -0.2% | +5.18% | Add |
| 43 | LHX | L3harris Technologies Inc | -0.2% | -2.93% | Trim |
| 44 | SBUX | Starbucks CORP | -0.2% | -4.36% | Trim |
| 45 | WTMF | Wisdomtree Mgd Futures Strat | -0.2% | -48.41% | Trim |
| 46 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -4.67% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -4.45% | Trim |
| 48 | ELV | Elevance Health Inc | -0.4% | +0.43% | Add |
| 49 | AMD | Advanced Micro Devices | -0.5% | +2.46% | Add |
| 50 | BA | Boeing Co/the | -0.8% | -88.95% | Trim |
According to official SEC Form 13F filings, Washington Trust Bank reported a total U.S. public equity portfolio value of $1.4B across 210 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.
Top New Position Initiated
BUSD
市值: $8.3M
Top Position Liquidated / Trimmed
PCAR
前期市值: $75.2M
During Q4 2024, Washington Trust Bank's top holdings by market value included PCAR (7.6%)、MSFT (4.5%)、AAPL (4.2%). The largest single position, PCAR, represented 7.6% of total portfolio value.
In Q4 2024, Washington Trust Bank made 50 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 30 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.
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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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