Washington Trust Advisors, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), Washington Trust Advisors, Inc. reported 662 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Quanta Services (PWR, 5.0%) and Meta Platforms Class A (META, 4.1%). Compared with Q2 2024, it opened 29 new positions, sold out of 27, added to 138 and reduced 153. The biggest buy was Iqvia (IQV, shares +0%) and the biggest sale Alphabet Class C (GOOG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001900099
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0001900099-24-000009 ↗ filed Nov 1, 2024
Holdings Value
Holdings 662 stocks · $1.2B
| AAPL Apple Inc. | 6.31% | 314,311 | $73.2M | Reduce -0.0% |
| PWR Quanta Services Inc. | 4.99% | 194,351 | $57.9M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 4.09% | 82,907 | $47.5M | Reduce -0.4% |
| PANW Palo Alto Networks Inc. | 3.86% | 131,098 | $44.8M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 3.62% | 225,254 | $42.0M | Add +0.4% |
| V Visa Inc. Class A | 3.50% | 147,890 | $40.7M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 3.40% | 236,168 | $39.5M | Reduce -0.5% |
| BKNG Booking Holdings Inc. | 3.06% | 8,428 | $35.5M | Reduce -0.2% |
| IQV Iqvia Holdings Inc. | 2.87% | 140,408 | $33.3M | Add +0.1% |
| RMD Resmed Inc. | 2.74% | 130,472 | $31.9M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 2.70% | 188,659 | $31.3M | Add +0.5% |
| REGN Regeneron Pharmaceuticals | 2.66% | 29,379 | $30.9M | Reduce -0.4% |
| DE Deere & Co. | 2.53% | 70,447 | $29.4M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 2.10% | 324,545 | $24.4M | Reduce -0.6% |
| BDX Becton Dickinson and Co. | 2.01% | 96,565 | $23.3M | Add +0.2% |
| NVDA Nvidia Corp. | 1.96% | 187,203 | $22.7M | Add +0.2% |
| J Jacobs Solutions Inc. | 1.93% | 171,061 | $22.4M | Reduce -0.3% |
| PEP Pepsico Inc. | 1.91% | 130,651 | $22.2M | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 1.78% | 69,540 | $20.7M | Reduce -0.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.67% | 270,150 | $19.4M | Reduce -4.3% |
| SBUX Starbucks Corp. | 1.66% | 197,610 | $19.3M | Reduce -1.1% |
| ZBRA Zebra Technologies Corp. Class A | 1.62% | 50,905 | $18.9M | Reduce -0.2% |
| BEPC Brookfield Renewable Cor-A | 1.24% | 441,734 | $14.4M | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.24% | 149,864 | $14.4M | Reduce -0.3% |
| UPS United Parcel Service Class B | 1.21% | 103,323 | $14.1M | Reduce -7.0% |
| AMT American Tower Corp. | 1.16% | 57,728 | $13.4M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 1.08% | 23,765 | $12.5M | Add +11.2% |
| NKE Nike Inc. Class B | 1.04% | 137,124 | $12.1M | Add +0.7% |
| PYPL PayPal Holdings Inc. | 1.01% | 149,856 | $11.7M | Reduce -3.7% |
| MSFT Microsoft Corp. | 0.97% | 26,131 | $11.2M | Add +6.6% |
| ECL Ecolab Inc. | 0.96% | 43,711 | $11.2M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.86% | 85,528 | $10.0M | Reduce -1.5% |
| INVH Invitation Homes Inc. | 0.85% | 278,320 | $9.8M | Reduce -0.2% |
| ISRG Intuitive Surgical Inc. | 0.84% | 19,961 | $9.8M | Reduce -3.6% |
| VEEV Veeva Systems Inc. Class A | 0.84% | 46,530 | $9.8M | Add +1.1% |
| SPHR Sphere Entertainment Co. | 0.76% | 198,774 | $8.8M | Add +1.1% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.75% | 120,332 | $8.7M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 22,158 | $8.5M | Reduce -13.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 14,281 | $8.2M | Add +1.2% |
| CHWY Chewy Inc. Class A | 0.70% | 278,452 | $8.2M | Add +0.3% |
| JNJ Johnson & Johnson | 0.68% | 48,853 | $7.9M | Reduce -0.7% |
| EW Edwards Lifesciences Corp. | 0.66% | 115,660 | $7.6M | Add +25.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.61% | 189,593 | $7.1M | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 0.58% | 32,158 | $6.8M | Reduce -0.3% |
| WMT Walmart Inc. | 0.58% | 83,793 | $6.8M | Reduce -0.7% |
| SNOW Snowflake Inc. | 0.58% | 58,429 | $6.7M | Add +7.9% |
| KMI Kinder Morgan Inc. | 0.50% | 263,560 | $5.8M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 32,259 | $5.6M | Reduce -12.1% |
| ARE Alexandria Real Estate Equit | 0.48% | 47,004 | $5.6M | Add +35.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 22,346 | $4.9M | Add +0.1% |
| DEO Diageo PLC-Sponsored ADR | 0.37% | 30,416 | $4.3M | Reduce -0.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.36% | 52,718 | $4.2M | Add +20.7% |
| PEN Penumbra Inc. | 0.36% | 21,506 | $4.2M | Add +2.6% |
| AMTM Amentum Holdings Inc. | 0.36% | 128,198 | $4.1M | Reduce -25.3% |
| KO The Coca-Cola Co. | 0.35% | 56,561 | $4.1M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 13,311 | $3.8M | Reduce -0.8% |
| ADP Automatic Data Processing | 0.31% | 13,138 | $3.6M | Reduce -0.9% |
| MTN Vail Resorts Inc. | 0.30% | 19,918 | $3.5M | Reduce -2.7% |
| PG The Procter & Gamble Co. | 0.30% | 19,975 | $3.5M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.29% | 16,997 | $3.4M | Add +4.1% |
| ABT Abbott Laboratories | 0.28% | 28,887 | $3.3M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 56,929 | $3.0M | Add +3.3% |
| SCHP Schwab U.S. Tips ETF | 0.26% | 55,708 | $3.0M | Reduce -6.3% |
| CSCO Cisco Systems Inc. | 0.25% | 55,005 | $2.9M | No change |
| HD Home Depot Inc. | 0.25% | 7,058 | $2.9M | Reduce -1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 53,392 | $2.7M | Reduce -7.5% |
| GMED Globus Medical Inc. Class A | 0.23% | 36,625 | $2.6M | Reduce -5.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 14,995 | $2.5M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 9,809 | $2.3M | Add +5.8% |
| EFA iShares MSCI Eafe ETF | 0.19% | 26,360 | $2.2M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.18% | 7,899 | $2.1M | Reduce -0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 23,541 | $1.9M | Reduce -0.9% |
| EVR Evercore Inc. Class A | 0.16% | 7,245 | $1.8M | No change |
| ICLR Icon PLC | 0.15% | 6,166 | $1.8M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.15% | 4,679 | $1.8M | Reduce -0.8% |
| AXP American Express Co. | 0.14% | 6,182 | $1.7M | No change |
| GE General Electric filed as GE AEROSPACE | 0.14% | 8,483 | $1.6M | Add +1.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 6,523 | $1.6M | Add +5.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 20,329 | $1.6M | No change |
| ETN Eaton Corp. PLC | 0.14% | 4,750 | $1.6M | Add +887.5% |
| BLK BlackRock Finance Inc. | 0.13% | 1,641 | $1.6M | Add +6.2% |
| FDX FedEx Corp. | 0.13% | 5,624 | $1.5M | No change |
| CSW CSW Industrials Inc. | 0.13% | 4,200 | $1.5M | No change |
| BND Vanguard Total Bond Market | 0.13% | 19,715 | $1.5M | Add +3.2% |
| PFE Pfizer Inc. | 0.12% | 49,216 | $1.4M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.11% | 2,301 | $1.3M | No change |
| XYL Xylem Inc. | 0.11% | 9,737 | $1.3M | Add +0.7% |
| MCD McDonald's Corp. | 0.11% | 4,188 | $1.3M | No change |
| RTX RTX Corp. | 0.11% | 10,480 | $1.3M | Reduce -0.3% |
| MCO Moody's Corp. | 0.10% | 2,555 | $1.2M | No change |
| UNP Union Pacific Corp. | 0.10% | 4,668 | $1.2M | Add +0.3% |
| BN Brookfield Corp. | 0.10% | 21,558 | $1.1M | Reduce -0.2% |
| DFAU Dimensional US Core Equity M | 0.10% | 28,727 | $1.1M | No change |
| EEM iShares MSCI Emerging Market | 0.10% | 24,809 | $1.1M | Add +0.0% |
| DOCU Docusign Inc. | 0.10% | 18,279 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.09% | 2,771 | $1.1M | Reduce -3.5% |
| CVX Chevron Corp. | 0.09% | 7,113 | $1.0M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 16,593 | $1.0M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.08% | 8,653 | $983K | Reduce -3.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 3,488 | $933K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 3.40% | −0.60 |
| PANW Palo Alto Networks Inc. | Reduce -1.4% | 3.86% | −0.28 |
| J Jacobs Solutions Inc. | Reduce -0.3% | 1.93% | −0.27 |
| REGN Regeneron Pharmaceuticals | Reduce -0.4% | 2.66% | −0.19 |
| UPS United Parcel Service Class B | Reduce -7.0% | 1.21% | −0.18 |
| AMTM Amentum Holdings Inc. | Reduce -25.3% | 0.36% | −0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.0% | 0.73% | −0.14 |
| DIS The Walt Disney Co. | Reduce -0.3% | 1.24% | −0.13 |
| AY Atlantica Sustainable Infras | Reduce -80.4% | 0.03% | −0.11 |
| UBER Uber Technologies Inc. | Reduce -0.6% | 2.10% | −0.08 |
| V Visa Inc. Class A | Reduce -0.5% | 3.50% | −0.08 |
| INVH Invitation Homes Inc. | Reduce -0.2% | 0.85% | −0.07 |
| PEP Pepsico Inc. | Reduce -0.1% | 1.91% | −0.07 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -4.3% | 1.67% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -12.1% | 0.49% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 0.86% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -52.8% | 0.03% | −0.04 |
| MTN Vail Resorts Inc. | Reduce -2.7% | 0.30% | −0.04 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -0.4% | 0.75% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -7.5% | 0.24% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -6.3% | 0.26% | −0.03 |
| INTC Intel Corp. | Reduce -30.0% | 0.02% | −0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -3.2% | 0.61% | −0.02 |
| GMED Globus Medical Inc. Class A | Reduce -5.6% | 0.23% | −0.02 |
| MDT Medtronic PLC | Reduce -81.0% | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -3.6% | 0.08% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -81.3% | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.58% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -0.2% | 3.06% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -30.5% | 0.04% | −0.01 |
| CRM Salesforce Inc. | Reduce -36.3% | 0.02% | −0.01 |
| ECL Ecolab Inc. | Reduce -1.7% | 0.96% | −0.01 |
| DDD 3D Systems Corp. | Reduce -32.1% | 0.01% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.30% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -24.3% | 0.03% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.9% | 0.16% | −0.01 |
| EMR Emerson Electric Co. | Reduce -2.4% | 0.07% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -20.4% | 0.04% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 0.15% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -12.8% | 0.04% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -6.5% | 0.06% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.32% | −0.01 |
| LRCX Lam Research Corp. | Reduce -0.6% | 0.01% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -2.4% | 0.03% | −0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -82.3% | 0.00% | −0.00 |
| INTU Intuit Inc. | Reduce -21.2% | 0.01% | −0.00 |
| ADI Analog Devices Inc. | Reduce -56.3% | 0.00% | −0.00 |
| CI The Cigna Group | Reduce -23.1% | 0.01% | −0.00 |
| MNST Monster Beverage Corp. | Reduce -19.9% | 0.02% | −0.00 |
| PH Parker Hannifin Corp. | Reduce -88.6% | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| IQV Iqvia Holdings Inc. | Add +0.1% | 2.87% | +0.14 |
| SPHR Sphere Entertainment Co. | Add +1.1% | 0.76% | +0.12 |
| ETN Eaton Corp. PLC | Add +887.5% | 0.14% | +0.12 |
| ARE Alexandria Real Estate Equit | Add +35.7% | 0.48% | +0.11 |
| BEPC Brookfield Renewable Cor-A | Add +1.0% | 1.24% | +0.10 |
| NKE Nike Inc. Class B | Add +0.7% | 1.04% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +11.2% | 1.08% | +0.10 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.43% | +0.07 |
| VEEV Veeva Systems Inc. Class A | Add +1.1% | 0.84% | +0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +20.7% | 0.36% | +0.06 |
| ABBV Abbvie Inc. | Add +4.1% | 0.29% | +0.03 |
| BLK BlackRock Finance Inc. | Add +6.2% | 0.13% | +0.02 |
| KO The Coca-Cola Co. | Add +0.5% | 0.35% | +0.02 |
| NFLX Netflix Inc. | Add +88.4% | 0.04% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +97.6% | 0.04% | +0.02 |
| BX Blackstone Inc. | New | 0.02% | +0.02 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| GE General Electric | Add +1.2% | 0.14% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.8% | 0.20% | +0.01 |
| PEN Penumbra Inc. | Add +2.6% | 0.36% | +0.01 |
| CBOE Cboe Global Markets Inc. | New | 0.01% | +0.01 |
| ILMN Illumina Inc. | Add +0.1% | 0.06% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +3.3% | 0.26% | +0.01 |
| ORCL Oracle Corp. | Add +14.0% | 0.04% | +0.01 |
| CHWY Chewy Inc. Class A | Add +0.3% | 0.70% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +6.3% | 0.07% | +0.01 |
| MSCI MSCI Inc. | Add +27.7% | 0.02% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +5.1% | 0.14% | +0.01 |
| MELI MercadoLibre Inc. | Add +1100.0% | 0.01% | +0.01 |
| SHOP Shopify Inc. Class A | Add +73.4% | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.03% | +0.00 |
| SYK Stryker Corp. | Add +47.7% | 0.01% | +0.00 |
| ADBE Adobe Inc. | Add +29.8% | 0.04% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +4.5% | 0.06% | +0.00 |
| MA Mastercard Inc. Class A | Add +29.1% | 0.01% | +0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.00% | +0.00 |
| INGR Ingredion Inc. | Add +0.2% | 0.03% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1718.2% | 0.00% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 0.07% | +0.00 |
| T AT&T Inc. | Add +2.1% | 0.03% | +0.00 |
| IBTE iShares Ibonds Dec 2024 Term | New | 0.00% | +0.00 |
| ACN Accenture PLC Class A | Add +6.4% | 0.02% | +0.00 |
| AMGN Amgen Inc. | Add +10.5% | 0.04% | +0.00 |
| TDG Transdigm Group Inc. | Add +7.0% | 0.02% | +0.00 |
| UNP Union Pacific Corp. | Add +0.3% | 0.10% | +0.00 |
| VMC Vulcan Materials Co. | Add +240.4% | 0.00% | +0.00 |
| DFAE Dimensional Emerging Core Eq | Add +31.1% | 0.01% | +0.00 |
| KKR KKR & Co. Inc. | Add +13.4% | 0.01% | +0.00 |
| NI Nisource Inc. | Add +1.4% | 0.02% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +1.5% | 0.03% | +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 |