Washington Trust Advisors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Washington Trust Advisors, Inc. reported 659 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Quanta Services (PWR, 4.6%) and Palo Alto Networks (PANW, 4.1%). Compared with Q1 2024, it opened 26 new positions, sold out of 30, added to 113 and reduced 184. The biggest buy was Alexandria Real Estate Equit (ARE, shares +690%) and the biggest sale Iqvia (IQV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001900099
- Portfolio Value
- $1.1B (Q2 2024)
- SEC Filing
- 0001900099-24-000006 ↗ filed Jul 25, 2024
Holdings Value
Holdings 659 stocks · $1.1B
| AAPL Apple Inc. | 6.08% | 314,356 | $66.2M | Reduce -3.3% |
| PWR Quanta Services Inc. | 4.57% | 195,503 | $49.7M | Reduce -3.6% |
| PANW Palo Alto Networks Inc. | 4.14% | 132,974 | $45.1M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 4.00% | 237,225 | $43.5M | Reduce -3.9% |
| AMZN Amazon.com Inc. | 3.98% | 224,272 | $43.3M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 3.86% | 83,236 | $42.0M | Reduce -1.7% |
| V Visa Inc. Class A | 3.58% | 148,554 | $39.0M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 3.14% | 187,698 | $34.2M | Reduce -3.2% |
| BKNG Booking Holdings Inc. | 3.07% | 8,443 | $33.4M | Reduce -2.7% |
| REGN Regeneron Pharmaceuticals | 2.85% | 29,485 | $31.0M | Reduce -4.0% |
| IQV Iqvia Holdings Inc. | 2.73% | 140,294 | $29.7M | Reduce -2.1% |
| DE Deere & Co. | 2.45% | 71,231 | $26.6M | Reduce -1.5% |
| RMD Resmed Inc. | 2.32% | 132,086 | $25.3M | Reduce -2.1% |
| J Jacobs Solutions Inc. | 2.20% | 171,501 | $24.0M | Reduce -2.2% |
| UBER Uber Technologies Inc. | 2.18% | 326,651 | $23.7M | Reduce -2.5% |
| NVDA Nvidia Corp. | 2.12% | 186,808 | $23.1M | Reduce -15.3% |
| BDX Becton Dickinson and Co. | 2.07% | 96,409 | $22.5M | Add +0.1% |
| PEP Pepsico Inc. | 1.98% | 130,841 | $21.6M | Reduce -1.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.74% | 282,128 | $18.9M | Reduce -3.5% |
| APD Air Products & Chemicals Inc. | 1.65% | 69,549 | $17.9M | Add +0.5% |
| ZBRA Zebra Technologies Corp. Class A | 1.45% | 51,003 | $15.8M | Reduce -1.9% |
| SBUX Starbucks Corp. | 1.43% | 199,717 | $15.5M | Reduce -1.8% |
| UPS United Parcel Service Class B | 1.40% | 111,152 | $15.2M | Reduce -3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.37% | 150,323 | $14.9M | Reduce -1.4% |
| BEPC Brookfield Renewable Cor-A | 1.14% | 437,518 | $12.4M | Reduce -0.5% |
| AMT American Tower Corp. | 1.03% | 57,791 | $11.2M | Reduce -2.8% |
| MSFT Microsoft Corp. | 1.01% | 24,508 | $11.0M | Add +1.5% |
| VOO Vanguard S&P 500 ETF | 0.98% | 21,367 | $10.7M | Add +0.5% |
| ECL Ecolab Inc. | 0.97% | 44,457 | $10.6M | Reduce -1.3% |
| NKE Nike Inc. Class B | 0.94% | 136,128 | $10.3M | Reduce -1.0% |
| INVH Invitation Homes Inc. | 0.92% | 278,757 | $10.0M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.92% | 86,823 | $10.0M | Reduce -2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.88% | 25,461 | $9.5M | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 0.85% | 20,714 | $9.2M | Reduce -6.7% |
| PYPL PayPal Holdings Inc. | 0.83% | 155,590 | $9.0M | Reduce -4.8% |
| EW Edwards Lifesciences Corp. | 0.78% | 92,171 | $8.5M | Reduce -2.7% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.78% | 120,801 | $8.5M | Reduce -2.3% |
| VEEV Veeva Systems Inc. Class A | 0.77% | 46,031 | $8.4M | Add +10.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 14,116 | $7.7M | Reduce -5.2% |
| CHWY Chewy Inc. Class A | 0.69% | 277,529 | $7.6M | Reduce -5.4% |
| SNOW Snowflake Inc. | 0.67% | 54,161 | $7.3M | Add +21.0% |
| JNJ Johnson & Johnson | 0.66% | 49,192 | $7.2M | No change |
| SPHR Sphere Entertainment Co. | 0.63% | 196,672 | $6.9M | Add +7.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.63% | 195,822 | $6.9M | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 0.60% | 32,241 | $6.5M | Add +1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.54% | 36,712 | $5.9M | Add +0.3% |
| WMT Walmart Inc. | 0.53% | 84,416 | $5.7M | Reduce -4.3% |
| KMI Kinder Morgan Inc. | 0.49% | 265,938 | $5.3M | Reduce -5.3% |
| ARE Alexandria Real Estate Equit | 0.37% | 34,633 | $4.1M | Add +690.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 22,328 | $3.9M | Add +0.0% |
| DEO Diageo PLC-Sponsored ADR | 0.35% | 30,569 | $3.9M | Reduce -0.2% |
| PEN Penumbra Inc. | 0.35% | 20,965 | $3.8M | Add +319.6% |
| MTN Vail Resorts Inc. | 0.34% | 20,468 | $3.7M | Reduce -7.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 13,414 | $3.6M | Reduce -4.3% |
| KO The Coca-Cola Co. | 0.33% | 56,265 | $3.6M | Reduce -6.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.31% | 43,668 | $3.4M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.31% | 20,274 | $3.3M | No change |
| ADP Automatic Data Processing | 0.29% | 13,262 | $3.2M | Reduce -7.0% |
| SCHP Schwab U.S. Tips ETF | 0.28% | 59,428 | $3.1M | Reduce -3.6% |
| ABT Abbott Laboratories | 0.28% | 29,150 | $3.0M | Reduce -1.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.27% | 57,692 | $2.9M | Reduce -13.5% |
| ABBV Abbvie Inc. | 0.26% | 16,324 | $2.8M | Reduce -3.8% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 55,137 | $2.7M | Add +5.3% |
| GMED Globus Medical Inc. Class A | 0.24% | 38,805 | $2.7M | Reduce -55.2% |
| CSCO Cisco Systems Inc. | 0.24% | 55,005 | $2.6M | Reduce -3.5% |
| HD Home Depot Inc. | 0.23% | 7,183 | $2.5M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 15,022 | $2.3M | Reduce -5.4% |
| EFA iShares MSCI Eafe ETF | 0.19% | 26,381 | $2.1M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 9,275 | $2.0M | Add +1.4% |
| ICLR Icon PLC | 0.18% | 6,160 | $1.9M | Reduce -0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 23,750 | $1.8M | Add +2.9% |
| LOW Lowe's Cos Inc. | 0.16% | 7,948 | $1.8M | Reduce -9.8% |
| IWF iShares Russell 1000 Growth | 0.16% | 4,715 | $1.7M | Add +11.1% |
| FDX FedEx Corp. | 0.15% | 5,624 | $1.7M | No change |
| AY Atlantica Sustainable Infras | 0.14% | 69,157 | $1.5M | Reduce -22.8% |
| EVR Evercore Inc. Class A | 0.14% | 7,245 | $1.5M | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 20,329 | $1.5M | Reduce -0.4% |
| AXP American Express Co. | 0.13% | 6,182 | $1.4M | Reduce -3.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 6,207 | $1.4M | Reduce -0.9% |
| BND Vanguard Total Bond Market | 0.13% | 19,112 | $1.4M | Reduce -13.5% |
| PFE Pfizer Inc. | 0.13% | 48,856 | $1.4M | Reduce -1.6% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 8,381 | $1.3M | Reduce -3.7% |
| XYL Xylem Inc. | 0.12% | 9,673 | $1.3M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.12% | 2,301 | $1.3M | Reduce -0.2% |
| BLK BlackRock Finance Inc. | 0.11% | 1,545 | $1.2M | Add +9.4% |
| CSW CSW Industrials Inc. | 0.10% | 4,200 | $1.1M | Reduce -2.3% |
| CVX Chevron Corp. | 0.10% | 7,109 | $1.1M | Add +0.9% |
| MRK Merck & Co. Inc. | 0.10% | 8,977 | $1.1M | Reduce -2.2% |
| DFAU Dimensional US Core Equity M | 0.10% | 28,727 | $1.1M | Add +6077.9% |
| MCO Moody's Corp. | 0.10% | 2,555 | $1.1M | No change |
| MCD McDonald's Corp. | 0.10% | 4,188 | $1.1M | Reduce -3.9% |
| EEM iShares MSCI Emerging Market | 0.10% | 24,804 | $1.1M | No change |
| RTX RTX Corp. | 0.10% | 10,506 | $1.1M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.10% | 4,652 | $1.1M | Add +1.8% |
| DOCU Docusign Inc. | 0.09% | 18,279 | $978K | Reduce -6.3% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 16,577 | $970K | Add +9.1% |
| CAT Caterpillar Inc. | 0.09% | 2,871 | $956K | No change |
| LLY Eli Lilly & Co. | 0.09% | 1,033 | $935K | Add +0.2% |
| BN Brookfield Corp. | 0.08% | 21,603 | $897K | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.08% | 7,991 | $880K | Reduce -10.8% |
Portfolio Sells Q1 2024 → Q2 2024
| IQV Iqvia Holdings Inc. | Reduce -2.1% | 2.73% | −0.60 |
| DIS The Walt Disney Co. | Reduce -1.4% | 1.37% | −0.34 |
| V Visa Inc. Class A | Reduce -1.9% | 3.58% | −0.29 |
| DE Deere & Co. | Reduce -1.5% | 2.45% | −0.28 |
| SBUX Starbucks Corp. | Reduce -1.8% | 1.43% | −0.27 |
| J Jacobs Solutions Inc. | Reduce -2.2% | 2.20% | −0.27 |
| PWR Quanta Services Inc. | Reduce -3.6% | 4.57% | −0.27 |
| NKE Nike Inc. Class B | Reduce -1.0% | 0.94% | −0.24 |
| UBER Uber Technologies Inc. | Reduce -2.5% | 2.18% | −0.18 |
| GMED Globus Medical Inc. Class A | Reduce -55.2% | 0.24% | −0.18 |
| PYPL PayPal Holdings Inc. | Reduce -4.8% | 0.83% | −0.17 |
| UPS United Parcel Service Class B | Reduce -3.0% | 1.40% | −0.16 |
| PEP Pepsico Inc. | Reduce -1.9% | 1.98% | −0.16 |
| RMD Resmed Inc. | Reduce -2.1% | 2.32% | −0.13 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -2.3% | 0.78% | −0.12 |
| MTN Vail Resorts Inc. | Reduce -7.9% | 0.34% | −0.12 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -3.5% | 1.74% | −0.07 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.2% | 0.35% | −0.06 |
| EW Edwards Lifesciences Corp. | Reduce -2.7% | 0.78% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -9.8% | 0.16% | −0.04 |
| AMT American Tower Corp. | Reduce -2.8% | 1.03% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -13.5% | 0.27% | −0.04 |
| INTC Intel Corp. | Reduce -21.2% | 0.05% | −0.04 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -4.5% | 0.63% | −0.04 |
| ADP Automatic Data Processing | Reduce -7.0% | 0.29% | −0.04 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.04 |
| DDD 3D Systems Corp. | Reduce -41.3% | 0.02% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.3% | 0.28% | −0.03 |
| ILMN Illumina Inc. | Reduce -12.3% | 0.05% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -2.0% | 0.92% | −0.03 |
| ABBV Abbvie Inc. | Reduce -3.8% | 0.26% | −0.03 |
| DIM Wisdomtree Intl M/C DVD Fund | Reduce -73.6% | 0.01% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -3.5% | 0.24% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -13.5% | 0.13% | −0.02 |
| FISV Fiserv Inc. | Reduce -84.9% | 0.00% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.4% | 0.21% | −0.02 |
| GE General Electric | Reduce -3.7% | 0.12% | −0.02 |
| DOCU Docusign Inc. | Reduce -6.3% | 0.09% | −0.02 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.10% | −0.01 |
| CRM Salesforce Inc. | Reduce -16.8% | 0.03% | −0.01 |
| PM Philip Morris International | Reduce -26.1% | 0.06% | −0.01 |
| ICLR Icon PLC | Reduce -0.6% | 0.18% | −0.01 |
| EMR Emerson Electric Co. | Reduce -10.8% | 0.08% | −0.01 |
| AY Atlantica Sustainable Infras | Reduce -22.8% | 0.14% | −0.01 |
| EVN Eaton Vance Muni Inc. TR | Sold out | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Reduce -35.3% | 0.02% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.6% | 0.28% | −0.01 |
| MSGE Madison Square Garden Entert | Sold out | 0.00% | −0.01 |
| VPU Vanguard Utilities ETF | Reduce -54.5% | 0.01% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -8.4% | 0.08% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| ARE Alexandria Real Estate Equit | Add +690.0% | 0.37% | +0.32 |
| PEN Penumbra Inc. | Add +319.6% | 0.35% | +0.24 |
| APD Air Products & Chemicals Inc. | Add +0.5% | 1.65% | +0.11 |
| DFAU Dimensional US Core Equity M | Add +6077.9% | 0.10% | +0.10 |
| MSFT Microsoft Corp. | Add +1.5% | 1.01% | +0.08 |
| ARM Arm Holdings PLC-ADR | New | 0.08% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.0% | 0.88% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.98% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +334.6% | 0.04% | +0.03 |
| DFCF Dimensional Core Fixed Inc. | Add +174.4% | 0.05% | +0.03 |
| NEE Nextera Energy Inc. | Add +90.2% | 0.06% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +11.1% | 0.16% | +0.03 |
| HUBB Hubbell Inc. | New | 0.02% | +0.02 |
| DFAI Dimensional International Co. | Add +1399.0% | 0.02% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +61.6% | 0.06% | +0.02 |
| DFSD Dimensional Short Duration | New | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 0.60% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +2003.2% | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.09% | +0.01 |
| COST Costco Wholesale Corp. | Add +6.3% | 0.06% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Add +113.4% | 0.02% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +5.3% | 0.25% | +0.01 |
| SNOW Snowflake Inc. | Add +21.0% | 0.67% | +0.01 |
| TXN Texas Instruments Inc. | Add +11.0% | 0.04% | +0.01 |
| XYL Xylem Inc. | Add +0.7% | 0.12% | +0.01 |
| ADI Analog Devices Inc. | Add +429.9% | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +0.4% | 0.05% | +0.01 |
| DFAE Dimensional Emerging Core Eq | Add +252.0% | 0.01% | +0.01 |
| FICO Fair Isaac Corp. | New | 0.01% | +0.01 |
| HON Honeywell International Inc. | Add +11.1% | 0.04% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.9% | 0.17% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +9.1% | 0.09% | +0.00 |
| INTU Intuit Inc. | Add +36.1% | 0.01% | +0.00 |
| WCN Waste Connections Inc. | New | 0.00% | +0.00 |
| BLK BlackRock Finance Inc. | Add +9.4% | 0.11% | +0.00 |
| NVS Novartis AG-Sponsored ADR | Add +100.3% | 0.01% | +0.00 |
| AMAT Applied Materials Inc. | New | 0.00% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +71.5% | 0.01% | +0.00 |
| AMGN Amgen Inc. | Add +0.8% | 0.03% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +9.4% | 0.06% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +28.4% | 0.01% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +10.3% | 0.06% | +0.00 |
| STZ Constellation Brands Inc. Class A | New | 0.00% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +43.8% | 0.01% | +0.00 |
| ETN Eaton Corp. PLC | Add +23.3% | 0.01% | +0.00 |
| ICE Intercontinental Exchange Inc. | Add +86.2% | 0.00% | +0.00 |
| VCIT Vanguard Int-Term Corporate | New | 0.00% | +0.00 |
| NTAP Netapp Inc. | New | 0.00% | +0.00 |
| VGLT Vanguard Long-Term Treasury | New | 0.00% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +343.2% | 0.00% | +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 |