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CIK: 0001079736
Total reported value
$3.2B
$3.2B
848 檔
17.2%
At the close of Q4 2024, WASHINGTON TRUST Co disclosed equity holdings valued at approximately $3.2B, spread across 848 reported holdings.
During Q4 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, AVGO) accounted for 17.2% of total reported equity market value during Q4 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 | 5.37% | +0.16% | -2.61% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.47% | -1.93% | -1.03% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.45% | +0.32% | -4.51% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.33% | +0.12% | -2.07% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.17% | -1.60% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | +0.08% | -5.44% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.07% | +0.10% | -1.66% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | +0.21% | +3.06% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.86% | +0.46% | -2.68% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.63% | +0.25% | -1.72% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.63% | +0.07% | -2.66% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.30% | +0.11% | -1.61% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.89% | — | -3.72% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.84% | -0.13% | -2.14% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | -0.15% | -2.54% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.64% | -0.05% | -2.11% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | +0.01% | -2.64% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.34% | +0.97% | +93.13% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.03% | -0.20% | -1.63% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.01% | -0.23% | -1.79% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.14% | -2.61% | |
| 22 | WAB | Wabtec CORP | Stock-Industrials | 0.96% | -0.07% | -2.00% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.18% | -2.20% | |
| 24 | IYF | Ishares US Financials ETF | ETF-Other | 0.95% | -0.01% | -2.57% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.93% | -0.02% | -4.30% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.86% | -0.16% | -1.68% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.84% | -0.14% | -3.03% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.83% | -0.12% | -1.23% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.82% | -0.02% | -2.47% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 0.81% | +0.01% | -0.96% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.15% | -1.49% | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.80% | -0.08% | -0.65% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.79% | -0.08% | -0.23% | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.78% | -0.09% | +0.37% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.77% | -0.01% | -2.64% | |
| 36 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.76% | -0.07% | -1.36% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.76% | +0.10% | -1.28% | |
| 38 | EQIX | Equinix Inc | Stock-Real Estate | 0.73% | -0.02% | -2.05% | |
| 39 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.71% | +0.01% | -2.44% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.01% | +0.19% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.05% | +1.41% | |
| 42 | WSO | Watsco Inc | Stock-Industrials | 0.66% | -0.01% | -4.80% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.07% | -0.83% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.65% | +0.95% | -2.04% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.58% | EXIT | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.64% | -0.03% | -5.67% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.62% | +0.20% | -2.28% | |
| 48 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.62% | -0.05% | -0.40% | |
| 49 | J | Jacobs Solutions Inc | Stock-Industrials | 0.61% | -0.05% | +8.72% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.13% | -1.42% |
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 Q4 2024.
During Q4 2024, WASHINGTON TRUST Co's top holdings by market value included AAPL (5.4%)、SPY (4.5%)、AVGO (3.5%). The largest single position, AAPL, represented 5.4% of total portfolio value.
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In Q4 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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