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CIK: 0001079736
Total reported value
$3.2B
$3.2B
764 檔
14.9%
During the Q1 2025 filing period, WASHINGTON TRUST Co (CIK: 0001079736) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.2B across 764 reported positions.
In Q1 2025, WASHINGTON TRUST Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, VOO) accounted for 14.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $122.8M
Showing top 200 holdings (of 764 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.71% | +0.16% | -7.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.41% | -1.93% | -3.33% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.12% | +0.21% | +6.34% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.06% | +0.10% | -2.99% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.03% | +0.07% | -2.59% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.02% | -0.17% | -0.92% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | +0.12% | -3.12% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.55% | +0.32% | -4.28% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | +0.08% | -4.87% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.48% | +0.25% | -2.22% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | +0.46% | -2.10% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.34% | +0.11% | -0.05% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | +0.01% | +16.48% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.83% | -0.13% | -2.44% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.81% | — | -4.67% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -0.15% | -3.69% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.63% | -0.05% | -0.98% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.31% | +0.97% | -3.06% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.09% | -0.20% | -1.88% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.14% | -5.04% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.02% | -0.02% | +1.71% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.18% | -1.34% | |
| 23 | WAB | Wabtec CORP | Stock-Industrials | 0.96% | -0.07% | -1.89% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.94% | -0.15% | -2.91% | |
| 25 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.94% | -0.09% | -0.93% | |
| 26 | ACN | Accenture plc | Stock-Tech | 0.94% | -0.23% | -2.71% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 0.90% | -0.08% | — | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.90% | -0.16% | -0.78% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.88% | +0.01% | -2.93% | |
| 30 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.86% | -0.07% | -2.52% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 0.85% | -0.08% | -1.43% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.83% | -0.14% | -2.53% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | -0.01% | -0.70% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.79% | -0.02% | -1.75% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.07% | -1.49% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.76% | +0.10% | -1.76% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | -0.08% | -14.10% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.75% | -0.06% | +2.40% | |
| 39 | WSO | Watsco Inc | Stock-Industrials | 0.74% | -0.01% | -2.14% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.73% | +0.95% | -1.66% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.12% | +0.77% | |
| 42 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.68% | +0.01% | -0.84% | |
| 43 | EQIX | Equinix Inc | Stock-Real Estate | 0.66% | -0.02% | -2.24% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.66% | -0.01% | -0.05% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.09% | -0.96% | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.65% | -0.05% | -1.80% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.05% | -0.61% | |
| 48 | GVI | Ishares Intermediate Governm | ETF-Other | 0.63% | -0.04% | +5.90% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.06% | -1.25% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.58% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 4 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | AVGO | Broadcom Inc | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 14 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 15 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 19 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 21 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 22 | WMT | Walmart Inc | — | NEW | New buy |
| 23 | WAB | Wabtec CORP | — | NEW | New buy |
| 24 | RTX | Rtx CORP | — | NEW | New buy |
| 25 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 26 | ACN | Accenture plc | — | NEW | New buy |
| 27 | BLK | Blackrock Inc | — | NEW | New buy |
| 28 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 29 | ADP | Automatic Data Processing | — | NEW | New buy |
| 30 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 31 | SPGI | S&p Global Inc | — | NEW | New buy |
| 32 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 33 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 34 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 35 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 36 | ADI | Analog Devices Inc | — | NEW | New buy |
| 37 | SYK | Stryker CORP | — | NEW | New buy |
| 38 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 39 | WSO | Watsco Inc | — | NEW | New buy |
| 40 | KLAC | Kla CORP | — | NEW | New buy |
| 41 | CRM | Salesforce Inc | — | NEW | New buy |
| 42 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 43 | EQIX | Equinix Inc | — | NEW | New buy |
| 44 | BX | Blackstone Inc | — | NEW | New buy |
| 45 | ABT | Abbott Laboratories | — | NEW | New buy |
| 46 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 47 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 48 | GVI | Ishares Intermediate Governm | — | NEW | New buy |
| 49 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 50 | HON | Honeywell International Inc | — | NEW | New buy |
According to official SEC Form 13F filings, WASHINGTON TRUST Co reported a total U.S. public equity portfolio value of $3.2B across 764 disclosed positions in Q1 2025.
During Q1 2025, WASHINGTON TRUST Co's top holdings by market value included AAPL (4.7%)、SPY (4.4%)、VOO (3.1%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q1 2025, WASHINGTON TRUST Co made 50 total portfolio adjustments, initiating 50 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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