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CIK: 0001079736
Total reported value
$3.2B
$3.2B
848 檔
16.4%
As reported in its official Q3 2024 Form 13F filing, WASHINGTON TRUST Co's tracked investment portfolio stood at $3.2B with 848 total positions.
During Q3 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 16.4% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 848 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.01% | +0.16% | -2.23% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.33% | -1.93% | -1.99% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.17% | +0.04% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.04% | +0.10% | -2.60% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | +0.08% | -7.03% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | +0.12% | -1.64% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.67% | +0.21% | +4.09% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.63% | +0.32% | +852.67% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.61% | +0.25% | -3.88% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | +0.46% | -2.39% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.29% | +0.07% | -2.44% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.23% | +0.11% | -0.57% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.18% | -0.13% | -1.97% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.92% | — | -2.64% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.70% | -0.05% | -1.51% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.15% | -2.59% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | +0.01% | -3.32% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.28% | +0.97% | -3.37% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.01% | -0.23% | -0.77% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.00% | -0.16% | -1.32% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.00% | -0.20% | -0.55% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.14% | -2.10% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.02% | -3.93% | |
| 24 | WAB | Wabtec CORP | Stock-Industrials | 0.92% | -0.07% | -2.59% | |
| 25 | IYF | Ishares US Financials ETF | ETF-Other | 0.90% | -0.01% | -0.84% | |
| 26 | BLKCHF | Blackrock Inc | Stock-Other | 0.87% | — | -1.67% | |
| 27 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.86% | +0.01% | -1.23% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.18% | -2.72% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.15% | -1.52% | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 0.81% | +0.10% | -2.16% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 0.81% | -0.08% | -2.76% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.80% | -0.14% | -1.24% | |
| 33 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.79% | -0.09% | -0.07% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.79% | +0.95% | -3.77% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.78% | -0.08% | +0.75% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | -0.01% | -1.18% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.76% | +0.01% | -1.88% | |
| 38 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.73% | -0.07% | -2.58% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.07% | -1.02% | |
| 40 | WSO | Watsco Inc | Stock-Industrials | 0.71% | -0.01% | -4.83% | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | -0.02% | +0.11% | |
| 42 | EQIX | Equinix Inc | Stock-Real Estate | 0.69% | -0.02% | -0.52% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.69% | -0.06% | -1.26% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.68% | -0.01% | +0.60% | |
| 45 | WASH | Washington Trust Bancorp | Stock-Other | 0.68% | — | -0.42% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.12% | +0.19% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.13% | -1.37% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.05% | +5.97% | |
| 49 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.64% | -0.05% | -1.08% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.17% | -0.97% |
According to official SEC Form 13F filings, WASHINGTON TRUST Co reported a total U.S. public equity portfolio value of $3.2B across 848 disclosed positions in Q3 2024.
During Q3 2024, WASHINGTON TRUST Co's top holdings by market value included AAPL (5.0%)、SPY (4.3%)、MSFT (3.3%). The largest single position, AAPL, represented 5.0% of total portfolio value.
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In Q3 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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