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CIK: 0001079736
Total reported value
$3.2B
$3.2B
869 檔
16.2%
The Q2 2024 SEC filing reveals that WASHINGTON TRUST Co held a total portfolio value of $3.2B, covering 869 public equity positions.
During Q2 2024, WASHINGTON TRUST Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, MSFT) accounted for 16.2% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 869 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.84% | +0.16% | -2.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.37% | -1.93% | -1.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.52% | -0.17% | -1.79% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.08% | +849.21% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.10% | +0.12% | -3.26% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.00% | +0.10% | +0.10% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | +0.46% | -3.21% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.68% | +0.32% | -3.83% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.61% | +0.25% | -0.55% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.21% | +4.07% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.34% | +0.07% | -2.15% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.22% | +0.11% | -2.03% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.07% | -0.13% | -2.14% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.93% | — | -5.96% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.15% | -3.16% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.53% | -0.05% | -1.57% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | +0.01% | -3.15% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.37% | +0.97% | -2.39% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.14% | -3.63% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.20% | -2.04% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.02% | -6.11% | |
| 22 | ACN | Accenture plc | Stock-Tech | 0.92% | -0.23% | -1.74% | |
| 23 | KLAC | Kla CORP | Stock-Tech | 0.91% | +0.95% | -4.31% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.16% | -1.54% | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 0.86% | +0.10% | -2.35% | |
| 26 | IYF | Ishares US Financials ETF | ETF-Other | 0.86% | -0.01% | -3.37% | |
| 27 | WAB | Wabtec CORP | Stock-Industrials | 0.86% | -0.07% | -3.41% | |
| 28 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.81% | +0.01% | -2.10% | |
| 29 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.79% | -0.07% | -2.38% | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.78% | -0.09% | -2.14% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.18% | -3.71% | |
| 32 | BLKCHF | Blackrock Inc | Stock-Other | 0.76% | — | -2.19% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.76% | -0.14% | -4.01% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.76% | -0.08% | +0.77% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.75% | -0.08% | -3.12% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.75% | -0.01% | +0.78% | |
| 37 | WSO | Watsco Inc | Stock-Industrials | 0.73% | -0.01% | -3.54% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.15% | -2.65% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.71% | +0.31% | -2.50% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.70% | -0.06% | -4.89% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.69% | +0.01% | -1.69% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.13% | -2.80% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.07% | -3.00% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.68% | -0.02% | -2.82% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.67% | -0.09% | -1.65% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.12% | -2.66% | |
| 47 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.66% | -0.05% | -2.04% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.12% | -0.62% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.58% | EXIT | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.03% | -2.88% |
According to official SEC Form 13F filings, WASHINGTON TRUST Co reported a total U.S. public equity portfolio value of $3.2B across 869 disclosed positions in Q2 2024.
During Q2 2024, WASHINGTON TRUST Co's top holdings by market value included AAPL (4.8%)、SPY (4.4%)、MSFT (3.5%). The largest single position, AAPL, represented 4.8% of total portfolio value.
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In Q2 2024, WASHINGTON TRUST Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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.
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