Washington Trust Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Washington Trust Advisors, Inc. reported 660 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by Quanta Services (PWR, 4.8%) and Visa Class A (V, 3.9%). Compared with Q4 2023, it opened 21 new positions, sold out of 27, added to 119 and reduced 191. The biggest buy was Snowflake (SNOW, shares +13422%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001900099
- Portfolio Value
- $1.1B (Q1 2024)
- SEC Filing
- 0001900099-24-000005 ↗ filed May 7, 2024
Holdings Value
Holdings 660 stocks · $1.1B
| AAPL Apple Inc. | 5.11% | 325,084 | $55.7M | Reduce -4.0% |
| PWR Quanta Services Inc. | 4.83% | 202,836 | $52.7M | Reduce -3.4% |
| V Visa Inc. Class A | 3.87% | 151,351 | $42.2M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 3.80% | 229,897 | $41.5M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 3.77% | 84,666 | $41.1M | Reduce -3.8% |
| PANW Palo Alto Networks Inc. | 3.64% | 139,774 | $39.7M | Reduce -10.1% |
| GOOG Alphabet Inc. Class C | 3.44% | 246,810 | $37.6M | Reduce -2.8% |
| IQV Iqvia Holdings Inc. | 3.32% | 143,323 | $36.2M | Reduce -2.1% |
| BKNG Booking Holdings Inc. | 2.89% | 8,677 | $31.5M | Reduce -2.2% |
| DE Deere & Co. | 2.72% | 72,304 | $29.7M | Reduce -0.9% |
| REGN Regeneron Pharmaceuticals | 2.71% | 30,696 | $29.5M | Reduce -4.7% |
| GOOGL Alphabet Inc. Class A | 2.68% | 193,851 | $29.3M | Reduce -6.8% |
| J Jacobs Solutions Inc. | 2.47% | 175,281 | $26.9M | Reduce -2.4% |
| RMD Resmed Inc. | 2.45% | 134,910 | $26.7M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 2.36% | 334,947 | $25.8M | Reduce -2.6% |
| BDX Becton Dickinson and Co. | 2.19% | 96,346 | $23.8M | Add +0.1% |
| PEP Pepsico Inc. | 2.14% | 133,378 | $23.3M | Reduce -1.5% |
| NVDA Nvidia Corp. | 1.83% | 22,054 | $19.9M | Reduce -8.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.81% | 292,437 | $19.7M | Reduce -1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.71% | 152,461 | $18.7M | Reduce -1.2% |
| SBUX Starbucks Corp. | 1.70% | 203,372 | $18.6M | Reduce -1.2% |
| UPS United Parcel Service Class B | 1.56% | 114,619 | $17.0M | Reduce -0.9% |
| APD Air Products & Chemicals Inc. | 1.54% | 69,214 | $16.8M | Add +0.1% |
| ZBRA Zebra Technologies Corp. Class A | 1.44% | 52,003 | $15.7M | Reduce -1.7% |
| NKE Nike Inc. Class B | 1.18% | 137,478 | $12.9M | Add +3.6% |
| AMT American Tower Corp. | 1.08% | 59,461 | $11.7M | Add +0.8% |
| PYPL PayPal Holdings Inc. | 1.00% | 163,377 | $10.9M | Reduce -5.2% |
| BEPC Brookfield Renewable Cor-A | 0.99% | 439,839 | $10.8M | Add +28.5% |
| ECL Ecolab Inc. | 0.95% | 45,038 | $10.4M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.94% | 88,640 | $10.3M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.94% | 21,257 | $10.2M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.93% | 24,147 | $10.2M | Reduce -1.1% |
| INVH Invitation Homes Inc. | 0.92% | 280,371 | $10.0M | Reduce -4.1% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.90% | 123,663 | $9.8M | Reduce -1.2% |
| VEEV Veeva Systems Inc. Class A | 0.89% | 41,854 | $9.7M | Reduce -3.7% |
| EW Edwards Lifesciences Corp. | 0.83% | 94,767 | $9.1M | Reduce -2.2% |
| SPHR Sphere Entertainment Co. | 0.82% | 182,683 | $9.0M | Reduce -1.4% |
| ISRG Intuitive Surgical Inc. | 0.81% | 22,203 | $8.9M | Reduce -3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.80% | 25,453 | $8.8M | Reduce -4.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 14,886 | $7.8M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.71% | 49,192 | $7.8M | Reduce -0.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.67% | 205,157 | $7.3M | Reduce -2.5% |
| SNOW Snowflake Inc. | 0.66% | 44,759 | $7.2M | Add +13422.4% |
| JPM JPMorgan Chase & Co. | 0.58% | 31,637 | $6.3M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 36,612 | $6.0M | Reduce -10.8% |
| WMT Walmart Inc. | 0.49% | 88,182 | $5.3M | Reduce -0.4% |
| KMI Kinder Morgan Inc. | 0.47% | 280,961 | $5.2M | Reduce -3.3% |
| MTN Vail Resorts Inc. | 0.45% | 22,230 | $5.0M | Reduce -2.2% |
| CHWY Chewy Inc. Class A | 0.43% | 293,413 | $4.7M | Add +25.6% |
| GMED Globus Medical Inc. Class A | 0.43% | 86,635 | $4.6M | Reduce -18.2% |
| DEO Diageo PLC-Sponsored ADR | 0.42% | 30,637 | $4.6M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 22,325 | $4.3M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.34% | 59,905 | $3.7M | Reduce -5.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 14,011 | $3.6M | Add +1.8% |
| ADP Automatic Data Processing | 0.33% | 14,262 | $3.6M | Reduce -0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.31% | 43,928 | $3.4M | Add +12.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 66,692 | $3.4M | Reduce -2.5% |
| ABT Abbott Laboratories | 0.31% | 29,533 | $3.4M | Add +1.5% |
| PG The Procter & Gamble Co. | 0.30% | 20,274 | $3.3M | Add +0.0% |
| SCHP Schwab U.S. Tips ETF | 0.29% | 61,678 | $3.2M | Reduce -3.8% |
| ABBV Abbvie Inc. | 0.28% | 16,960 | $3.1M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.26% | 57,005 | $2.8M | Reduce -3.1% |
| HD Home Depot Inc. | 0.25% | 7,183 | $2.8M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 52,384 | $2.6M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.23% | 15,877 | $2.5M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.21% | 8,810 | $2.2M | Reduce -2.2% |
| EFA iShares MSCI Eafe ETF | 0.19% | 26,381 | $2.1M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 9,144 | $2.1M | Reduce -9.1% |
| ICLR Icon PLC | 0.19% | 6,194 | $2.1M | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 23,076 | $1.8M | Reduce -0.1% |
| AY Atlantica Sustainable Infras | 0.15% | 89,582 | $1.7M | Reduce -7.2% |
| FDX FedEx Corp. | 0.15% | 5,624 | $1.6M | Reduce -1.8% |
| BND Vanguard Total Bond Market | 0.15% | 22,092 | $1.6M | Add +4.8% |
| GE General Electric | 0.14% | 8,706 | $1.5M | Add +2.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 20,404 | $1.5M | Reduce -2.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 6,263 | $1.5M | Reduce -7.7% |
| AXP American Express Co. | 0.13% | 6,418 | $1.5M | Reduce -3.2% |
| IWF iShares Russell 1000 Growth | 0.13% | 4,245 | $1.4M | Reduce -6.8% |
| EVR Evercore Inc. Class A | 0.13% | 7,345 | $1.4M | Reduce -10.9% |
| PFE Pfizer Inc. | 0.13% | 49,663 | $1.4M | Reduce -12.6% |
| XYL Xylem Inc. | 0.11% | 9,602 | $1.2M | Add +0.5% |
| MCD McDonald's Corp. | 0.11% | 4,360 | $1.2M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.11% | 2,305 | $1.2M | Reduce -9.3% |
| MRK Merck & Co. Inc. | 0.11% | 9,178 | $1.2M | Add +0.8% |
| BLK BlackRock Finance Inc. | 0.11% | 1,412 | $1.2M | Reduce -3.4% |
| DOCU Docusign Inc. | 0.11% | 19,504 | $1.2M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.10% | 4,570 | $1.1M | Reduce -5.1% |
| PEN Penumbra Inc. | 0.10% | 4,996 | $1.1M | No change |
| CVX Chevron Corp. | 0.10% | 7,042 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.10% | 2,871 | $1.1M | Reduce -12.6% |
| RTX RTX Corp. | 0.09% | 10,529 | $1.0M | Reduce -3.4% |
| EEM iShares MSCI Emerging Market | 0.09% | 24,804 | $1.0M | No change |
| EMR Emerson Electric Co. | 0.09% | 8,956 | $1.0M | Reduce -6.3% |
| CSW CSW Industrials Inc. | 0.09% | 4,300 | $1.0M | Reduce -7.5% |
| MCO Moody's Corp. | 0.09% | 2,555 | $1.0M | Reduce -4.0% |
| INTC Intel Corp. | 0.09% | 21,889 | $967K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 3,585 | $935K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.09% | 16,353 | $933K | Reduce -7.4% |
| PPG PPG Industries Inc. | 0.08% | 6,380 | $924K | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 15,198 | $923K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -4.0% | 5.11% | −1.14 |
| SPLK Splunk Inc. | Sold out | 0.00% | −1.12 |
| PANW Palo Alto Networks Inc. | Reduce -10.1% | 3.64% | −0.75 |
| SBUX Starbucks Corp. | Reduce -1.2% | 1.70% | −0.19 |
| UPS United Parcel Service Class B | Reduce -0.9% | 1.56% | −0.18 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -1.2% | 0.90% | −0.17 |
| MSGE Madison Square Garden Entert | Reduce -94.3% | 0.01% | −0.15 |
| BKNG Booking Holdings Inc. | Reduce -2.2% | 2.89% | −0.13 |
| GMED Globus Medical Inc. Class A | Reduce -18.2% | 0.43% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -6.8% | 2.68% | −0.10 |
| DE Deere & Co. | Reduce -0.9% | 2.72% | −0.07 |
| PEP Pepsico Inc. | Reduce -1.5% | 2.14% | −0.06 |
| AY Atlantica Sustainable Infras | Reduce -7.2% | 0.15% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.8% | 0.55% | −0.04 |
| INVH Invitation Homes Inc. | Reduce -4.1% | 0.92% | −0.04 |
| DDD 3D Systems Corp. | Reduce -5.5% | 0.06% | −0.03 |
| CP Canadian Pacific Kansas City | Reduce -46.2% | 0.04% | −0.03 |
| PFE Pfizer Inc. | Reduce -12.6% | 0.13% | −0.03 |
| AVGO Broadcom Inc. | Reduce -56.9% | 0.03% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.71% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.8% | 0.29% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.5% | 0.31% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -3.1% | 0.26% | −0.02 |
| NOW ServiceNow Inc. | Reduce -70.5% | 0.01% | −0.02 |
| KO The Coca-Cola Co. | Reduce -5.0% | 0.34% | −0.02 |
| BA The Boeing Co. | Reduce -13.4% | 0.03% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -3.3% | 0.47% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -70.7% | 0.01% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.1% | 0.19% | −0.01 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.01 |
| PM Philip Morris International | Reduce -8.2% | 0.08% | −0.01 |
| HON Honeywell International Inc. | Reduce -22.9% | 0.03% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.5% | 0.42% | −0.01 |
| MO Altria Group Inc. | Reduce -24.2% | 0.04% | −0.01 |
| CEG Constellation Energy | Sold out | 0.00% | −0.01 |
| ILMN Illumina Inc. | Reduce -6.6% | 0.08% | −0.01 |
| QYLD Global X Nasd 100 Cov Call | Reduce -39.5% | 0.02% | −0.01 |
| MTN Vail Resorts Inc. | Reduce -2.2% | 0.45% | −0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -2.5% | 0.67% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -5.2% | 1.00% | −0.01 |
| UNP Union Pacific Corp. | Reduce -5.1% | 0.10% | −0.01 |
| OGE Oge Energy Corp. | Sold out | 0.00% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -7.4% | 0.09% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -16.3% | 0.04% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.1% | 0.16% | −0.01 |
| WY Weyerhaeuser Co. | Reduce -35.9% | 0.01% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -16.0% | 0.06% | −0.01 |
| MCO Moody's Corp. | Reduce -4.0% | 0.09% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -26.4% | 0.02% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -7.7% | 0.14% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| SNOW Snowflake Inc. | Add +13422.4% | 0.66% | +0.66 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.94% | +0.10 |
| ARE Alexandria Real Estate Equit | Add +8668.0% | 0.05% | +0.05 |
| BEPC Brookfield Renewable Cor-A | Add +28.5% | 0.99% | +0.05 |
| GE General Electric | Add +2.5% | 0.14% | +0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +12.8% | 0.31% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 0.33% | +0.02 |
| CI The Cigna Group | Add +260.9% | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | Add +0.0% | 0.30% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.8% | 0.11% | +0.02 |
| HD Home Depot Inc. | Add +0.5% | 0.25% | +0.02 |
| MSCI MSCI Inc. | Add +320.7% | 0.02% | +0.01 |
| MDT Medtronic PLC | Add +104.3% | 0.03% | +0.01 |
| ADBE Adobe Inc. | Add +92.5% | 0.03% | +0.01 |
| XYL Xylem Inc. | Add +0.5% | 0.11% | +0.01 |
| TT Trane Technologies PLC | Add +26.0% | 0.03% | +0.01 |
| ETN Eaton Corp. PLC | Add +129.4% | 0.01% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | New | 0.00% | +0.00 |
| MNST Monster Beverage Corp. | Add +26.3% | 0.02% | +0.00 |
| WFC Wells Fargo & Co. | Add +1.2% | 0.04% | +0.00 |
| NEE Nextera Energy Inc. | Add +19.4% | 0.03% | +0.00 |
| INTU Intuit Inc. | Add +63.6% | 0.01% | +0.00 |
| RGA Reinsurance Group of America | Add +0.5% | 0.03% | +0.00 |
| RBLX Roblox Corp. Class A | New | 0.00% | +0.00 |
| AME Ametek Inc. | New | 0.00% | +0.00 |
| ORCL Oracle Corp. | Add +0.4% | 0.02% | +0.00 |
| VXUS Vanguard Total Intl Stock | New | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | Add +0.3% | 0.03% | +0.00 |
| EBAY eBay Inc. | New | 0.00% | +0.00 |
| GWW WW Grainger Inc. | Add +225.0% | 0.00% | +0.00 |
| MTB M & T Bank Corp. | Add +12.9% | 0.02% | +0.00 |
| LIN Linde PLC | Add +3.0% | 0.02% | +0.00 |
| ORLY O'reilly Automotive Inc. | Add +12.7% | 0.01% | +0.00 |
| BAC Bank of America Corp. | Add +0.1% | 0.02% | +0.00 |
| TGT Target Corp. | Add +56.1% | 0.00% | +0.00 |
| SYY Sysco Corp. | Add +24.9% | 0.00% | +0.00 |
| ELV Elevance Health Inc. | Add +1.9% | 0.01% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.3% | 0.01% | +0.00 |
| UAL United Airlines Holdings Inc. | New | 0.00% | +0.00 |
| ABT Abbott Laboratories | Add +1.5% | 0.31% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +1.2% | 0.01% | +0.00 |
| MET Metlife Inc. | Add +27.2% | 0.00% | +0.00 |
| NOC Northrop Grumman Corp. | Add +7.1% | 0.02% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +140.4% | 0.00% | +0.00 |
| TPR Tapestry Inc. | Add +19.1% | 0.00% | +0.00 |
| EPI Wisdomtree India Earnings | New | 0.00% | +0.00 |
| AON Aon PLC Class A | Add +115.8% | 0.00% | +0.00 |
| ON On Semiconductor | Add +72.0% | 0.00% | +0.00 |
| PEG Public Service Enterprise GP | Add +7.1% | 0.01% | +0.00 |
| VHT Vanguard Health Care ETF | Add +3.0% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 723 | $1.3B | PWR, PANW, AAPL, GOOG, GOOGL |
| Q1 2026 | 683 | $1.2B | PWR, AAPL, GOOG, GOOGL, AMZN |
| Q4 2025 | 585 | $1.3B | AAPL, PWR, GOOG, GOOGL, AMZN |
| Q3 2025 | 688 | $1.3B | AAPL, PWR, META, GOOG, PANW |
| Q2 2025 | 635 | $1.2B | PWR, AAPL, META, PANW, V |
| Q1 2025 | 640 | $1.1B | AAPL, V, PWR, META, PANW |
| Q4 2024 | 646 | $1.2B | AAPL, PWR, AMZN, META, PANW |
| Q3 2024 | 662 | $1.2B | AAPL, PWR, META, PANW, AMZN |
| Q2 2024 | 659 | $1.1B | AAPL, PWR, PANW, GOOG, AMZN |
| Q1 2024 | 660 | $1.1B | AAPL, PWR, V, AMZN, META |