Washington Trust Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Washington Trust Advisors, Inc. reported 646 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Quanta Services (PWR, 5.0%) and Amazon.com (AMZN, 4.1%). Compared with Q3 2024, it opened 31 new positions, sold out of 30, added to 121 and reduced 185. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +6838%) and the biggest sale Regeneron Pharmaceuticals (REGN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001900099
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001900099-25-000001 ↗ filed Feb 6, 2025
Holdings Value
Holdings 646 stocks · $1.2B
| AAPL Apple Inc. | 6.52% | 311,218 | $77.9M | Reduce -1.0% |
| PWR Quanta Services Inc. | 5.05% | 190,966 | $60.4M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 4.10% | 223,450 | $49.0M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 4.00% | 81,693 | $47.8M | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 3.88% | 254,749 | $46.4M | Reduce -2.8% |
| V Visa Inc. Class A | 3.82% | 144,750 | $45.7M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 3.68% | 231,109 | $44.0M | Reduce -2.1% |
| BKNG Booking Holdings Inc. | 3.42% | 8,233 | $40.9M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.14% | 82,911 | $37.6M | Add +6838.2% |
| GOOGL Alphabet Inc. Class A | 2.88% | 182,130 | $34.5M | Reduce -3.5% |
| DE Deere & Co. | 2.46% | 69,512 | $29.5M | Reduce -1.3% |
| RMD Resmed Inc. | 2.46% | 128,683 | $29.4M | Reduce -1.4% |
| IQV Iqvia Holdings Inc. | 2.24% | 136,409 | $26.8M | Reduce -2.9% |
| NVDA Nvidia Corp. | 2.11% | 187,763 | $25.2M | Add +0.3% |
| J Jacobs Solutions Inc. | 1.88% | 168,433 | $22.5M | Reduce -1.5% |
| BDX Becton Dickinson and Co. | 1.83% | 96,635 | $21.9M | Add +0.1% |
| REGN Regeneron Pharmaceuticals | 1.74% | 29,290 | $20.9M | Reduce -0.3% |
| APD Air Products & Chemicals Inc. | 1.65% | 68,193 | $19.8M | Reduce -1.9% |
| PEP Pepsico Inc. | 1.63% | 127,919 | $19.5M | Reduce -2.1% |
| ZBRA Zebra Technologies Corp. Class A | 1.62% | 50,045 | $19.3M | Reduce -1.7% |
| UBER Uber Technologies Inc. | 1.61% | 318,296 | $19.2M | Reduce -1.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.55% | 784,183 | $18.6M | Reduce -3.2% |
| SBUX Starbucks Corp. | 1.47% | 192,459 | $17.6M | Reduce -2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.37% | 147,421 | $16.4M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 1.06% | 23,462 | $12.6M | Reduce -1.3% |
| PYPL PayPal Holdings Inc. | 1.04% | 145,856 | $12.4M | Reduce -2.7% |
| UPS United Parcel Service Class B | 1.04% | 98,435 | $12.4M | Reduce -4.7% |
| BEPC Brookfield Renewable Corp. | 0.98% | 422,526 | $11.7M | Reduce -4.3% |
| MSFT Microsoft Corp. | 0.94% | 26,730 | $11.3M | Add +2.3% |
| AMT American Tower Corp. | 0.86% | 55,900 | $10.3M | Reduce -3.2% |
| ISRG Intuitive Surgical Inc. | 0.84% | 19,287 | $10.1M | Reduce -3.4% |
| ECL Ecolab Inc. | 0.84% | 42,904 | $10.1M | Reduce -1.9% |
| NKE Nike Inc. Class B | 0.82% | 129,031 | $9.8M | Reduce -5.9% |
| VEEV Veeva Systems Inc. Class A | 0.81% | 45,818 | $9.6M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.78% | 86,350 | $9.3M | Add +1.0% |
| CHWY Chewy Inc. Class A | 0.77% | 274,960 | $9.2M | Reduce -1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.75% | 21,951 | $9.0M | Reduce -0.9% |
| SNOW Snowflake Inc. | 0.74% | 57,662 | $8.9M | Reduce -1.3% |
| INVH Invitation Homes Inc. | 0.73% | 271,271 | $8.7M | Reduce -2.5% |
| EW Edwards Lifesciences Corp. | 0.70% | 113,410 | $8.4M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.70% | 14,251 | $8.4M | Reduce -0.2% |
| SPHR Sphere Entertainment Co. | 0.66% | 195,287 | $7.9M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 0.64% | 31,821 | $7.6M | Reduce -1.1% |
| WMT Walmart Inc. | 0.63% | 83,588 | $7.6M | Reduce -0.2% |
| ARE Alexandria Real Estate Equit | 0.60% | 74,055 | $7.2M | Add +57.5% |
| XYL Xylem Inc. | 0.58% | 59,815 | $6.9M | Add +514.3% |
| JNJ Johnson & Johnson | 0.57% | 47,465 | $6.9M | Reduce -2.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.53% | 190,601 | $6.3M | Add +0.5% |
| KMI Kinder Morgan Inc. | 0.51% | 222,289 | $6.1M | Reduce -15.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 32,139 | $5.4M | Reduce -0.4% |
| PEN Penumbra Inc. | 0.41% | 20,749 | $4.9M | Reduce -3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 22,038 | $4.8M | Reduce -1.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.37% | 56,758 | $4.5M | Add +7.7% |
| ADP Automatic Data Processing | 0.33% | 13,346 | $3.9M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 13,054 | $3.8M | Reduce -1.9% |
| DEO Diageo PLC-Sponsored ADR | 0.30% | 28,583 | $3.6M | Reduce -6.0% |
| MTN Vail Resorts Inc. | 0.30% | 18,857 | $3.5M | Reduce -5.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 5 | $3.4M | New |
| KO The Coca-Cola Co. | 0.28% | 54,188 | $3.4M | Reduce -4.2% |
| ABT Abbott Laboratories | 0.27% | 29,020 | $3.3M | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.27% | 54,530 | $3.2M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.26% | 18,840 | $3.2M | Reduce -5.7% |
| ABBV Abbvie Inc. | 0.26% | 17,167 | $3.1M | Add +1.0% |
| GMED Globus Medical Inc. Class A | 0.25% | 36,674 | $3.0M | Add +0.1% |
| HD Home Depot Inc. | 0.23% | 7,133 | $2.8M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 57,269 | $2.7M | Add +0.6% |
| SCHP Schwab U.S. Tips ETF | 0.23% | 105,566 | $2.7M | Reduce -5.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 10,377 | $2.5M | Add +5.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.20% | 15,028 | $2.4M | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 4,388 | $2.3M | Add +241.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 45,418 | $2.3M | Reduce -14.9% |
| EVR Evercore Inc. Class A | 0.17% | 7,245 | $2.0M | No change |
| LOW Lowe's Cos Inc. | 0.16% | 7,899 | $1.9M | No change |
| BND Vanguard Total Bond Market | 0.16% | 26,903 | $1.9M | Add +36.5% |
| AXP American Express Co. | 0.15% | 6,211 | $1.8M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.14% | 22,660 | $1.7M | Reduce -14.0% |
| IWF iShares Russell 1000 Growth | 0.14% | 4,254 | $1.7M | Reduce -9.1% |
| AMTM Amentum Holdings Inc. | 0.14% | 80,240 | $1.7M | Reduce -37.4% |
| ETN Eaton Corp. PLC | 0.14% | 5,048 | $1.7M | Add +6.3% |
| BLK BlackRock Inc. | 0.14% | 1,628 | $1.7M | Reduce -0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 21,361 | $1.7M | Reduce -9.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 6,520 | $1.7M | Reduce -0.1% |
| DOCU Docusign Inc. | 0.13% | 17,409 | $1.6M | Reduce -4.8% |
| FDX FedEx Corp. | 0.13% | 5,466 | $1.5M | Reduce -2.8% |
| CSW CSW Industrials Inc. | 0.12% | 4,200 | $1.5M | No change |
| TSLA Tesla Inc. | 0.12% | 3,503 | $1.4M | Add +67.5% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 8,364 | $1.4M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 0.12% | 2,348 | $1.4M | Add +2.0% |
| ICLR Icon PLC | 0.11% | 6,158 | $1.3M | Reduce -0.1% |
| PFE Pfizer Inc. | 0.11% | 48,144 | $1.3M | Reduce -2.2% |
| BN Brookfield Corp. | 0.10% | 21,558 | $1.2M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 17,415 | $1.2M | Reduce -14.3% |
| MCD McDonald's Corp. | 0.10% | 4,188 | $1.2M | No change |
| MCO Moody's Corp. | 0.10% | 2,555 | $1.2M | No change |
| RTX RTX Corp. | 0.10% | 10,270 | $1.2M | Reduce -2.0% |
| DFAU Dimensional US Core Equity M | 0.10% | 28,727 | $1.2M | No change |
| UNP Union Pacific Corp. | 0.09% | 4,700 | $1.1M | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 16,755 | $1.0M | Add +1.0% |
| EEM iShares MSCI Emerging Market | 0.09% | 24,647 | $1.0M | Reduce -0.7% |
| CVX Chevron Corp. | 0.09% | 7,109 | $1.0M | Reduce -0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| REGN Regeneron Pharmaceuticals | Reduce -0.3% | 1.74% | −0.92 |
| APTV Aptiv PLC | Reduce -85.9% | 0.09% | −0.66 |
| IQV Iqvia Holdings Inc. | Reduce -2.9% | 2.24% | −0.63 |
| UBER Uber Technologies Inc. | Reduce -1.9% | 1.61% | −0.50 |
| AMT American Tower Corp. | Reduce -3.2% | 0.86% | −0.30 |
| PEP Pepsico Inc. | Reduce -2.1% | 1.63% | −0.29 |
| RMD Resmed Inc. | Reduce -1.4% | 2.46% | −0.28 |
| BEPC Brookfield Renewable Corp. | Reduce -4.3% | 0.98% | −0.27 |
| NKE Nike Inc. Class B | Reduce -5.9% | 0.82% | −0.23 |
| AMTM Amentum Holdings Inc. | Reduce -37.4% | 0.14% | −0.22 |
| SBUX Starbucks Corp. | Reduce -2.6% | 1.47% | −0.19 |
| UPS United Parcel Service Class B | Reduce -4.7% | 1.04% | −0.18 |
| APD Air Products & Chemicals Inc. | Reduce -1.9% | 1.65% | −0.13 |
| ECL Ecolab Inc. | Reduce -1.9% | 0.84% | −0.12 |
| INVH Invitation Homes Inc. | Reduce -2.5% | 0.73% | −0.12 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -3.2% | 1.55% | −0.12 |
| JNJ Johnson & Johnson | Reduce -2.8% | 0.57% | −0.11 |
| SPHR Sphere Entertainment Co. | Reduce -1.8% | 0.66% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 4.00% | −0.09 |
| DE Deere & Co. | Reduce -1.3% | 2.46% | −0.07 |
| KO The Coca-Cola Co. | Reduce -4.2% | 0.28% | −0.07 |
| DEO Diageo PLC-Sponsored ADR | Reduce -6.0% | 0.30% | −0.06 |
| J Jacobs Solutions Inc. | Reduce -1.5% | 1.88% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -14.0% | 0.14% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -14.9% | 0.19% | −0.04 |
| ICLR Icon PLC | Reduce -0.1% | 0.11% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.5% | 0.81% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -14.3% | 0.10% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -5.7% | 0.26% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 0.45% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -5.3% | 0.23% | −0.03 |
| AY Atlantica Sustainable Infras | Sold out | 0.00% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 1.06% | −0.02 |
| ADBE Adobe Inc. | Reduce -58.9% | 0.01% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.3% | 0.14% | −0.02 |
| GE General Electric | Reduce -1.4% | 0.12% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 0.41% | −0.02 |
| PFE Pfizer Inc. | Reduce -2.2% | 0.11% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -12.4% | 0.06% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -94.1% | 0.00% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -9.4% | 0.04% | −0.01 |
| LIN Linde PLC | Reduce -87.4% | 0.00% | −0.01 |
| CI The Cigna Group | Sold out | 0.00% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -0.7% | 0.09% | −0.01 |
| CAT Caterpillar Inc. | Reduce -1.6% | 0.08% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -12.1% | 0.03% | −0.01 |
| RTX RTX Corp. | Reduce -2.0% | 0.10% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -37.9% | 0.01% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | Add +6838.2% | 3.14% | +3.09 |
| XYL Xylem Inc. | Add +514.3% | 0.58% | +0.47 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.28% | +0.28 |
| NVDA Nvidia Corp. | Add +0.3% | 2.11% | +0.15 |
| ARE Alexandria Real Estate Equit | Add +57.5% | 0.60% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +241.2% | 0.19% | +0.12 |
| TSLA Tesla Inc. | Add +67.5% | 0.12% | +0.07 |
| BND Vanguard Total Bond Market | Add +36.5% | 0.16% | +0.03 |
| GMED Globus Medical Inc. Class A | Add +0.1% | 0.25% | +0.03 |
| GLD SPDR Gold Shares | Add +213.0% | 0.03% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +50.6% | 0.05% | +0.02 |
| GD General Dynamics Corp. | New | 0.02% | +0.02 |
| USB US Bancorp | Add +1038.6% | 0.01% | +0.01 |
| ADP Automatic Data Processing | Add +1.6% | 0.33% | +0.01 |
| FISV Fiserv Inc. | Add +283.9% | 0.02% | +0.01 |
| SMH Vaneck Semiconductor ETF | New | 0.01% | +0.01 |
| XLP SS Consumer Staples Sel Sect | New | 0.01% | +0.01 |
| AXP American Express Co. | Add +0.5% | 0.15% | +0.01 |
| AJG Arthur J Gallagher & Co. | New | 0.01% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +99.5% | 0.02% | +0.01 |
| AVGO Broadcom Inc. | Add +0.1% | 0.04% | +0.01 |
| AMLP Alerian MLP ETF | Add +56.7% | 0.02% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +7.7% | 0.37% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +20.7% | 0.07% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.8% | 0.21% | +0.01 |
| WFC Wells Fargo & Co. | Add +2.5% | 0.04% | +0.01 |
| KAI Kadant Inc. | New | 0.01% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +1260.0% | 0.01% | +0.01 |
| EOS Eaton Vance Enh Eqt Inc. II | New | 0.01% | +0.01 |
| MNST Monster Beverage Corp. | Add +40.6% | 0.02% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +5.0% | 0.09% | +0.01 |
| QCOM Qualcomm Inc. | Add +36.8% | 0.03% | +0.01 |
| TIP iShares Tips Bond ETF | New | 0.00% | +0.00 |
| XLV SS Health Care Select Sector | Add +236.1% | 0.01% | +0.00 |
| ETN Eaton Corp. PLC | Add +6.3% | 0.14% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | New | 0.00% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +16.5% | 0.03% | +0.00 |
| JPST JPMorgan Ultra-Short Income | New | 0.00% | +0.00 |
| XLF SS Financial Select Sector | New | 0.00% | +0.00 |
| XLI SS Industrial Select Sector | New | 0.00% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +379.2% | 0.00% | +0.00 |
| TDG Transdigm Group Inc. | Add +29.0% | 0.03% | +0.00 |
| HWM Howmet Aerospace Inc. | New | 0.00% | +0.00 |
| EPD Enterprise Products Partners | Add +38.1% | 0.01% | +0.00 |
| ORLY O'reilly Automotive Inc. | Add +43.2% | 0.01% | +0.00 |
| COP Conocophillips | Add +57.7% | 0.01% | +0.00 |
| COST Costco Wholesale Corp. | Add +2.7% | 0.06% | +0.00 |
| MS Morgan Stanley | Add +3.9% | 0.01% | +0.00 |
| JPC Nuveen Prefered & Income Opp | New | 0.00% | +0.00 |
| RQI Cohen & Steers Qual Inc. RLTY | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| LHX L3HARRIS Technologies Inc. | COM | Reduce -100.0% | 0 | $0 |
| HUBS HubSpot Inc. | COM | Reduce -100.0% | 0 | $0 |
| GWW WW Grainger Inc. | COM | Reduce -100.0% | 0 | $0 |
| CTAS Cintas Corp. | COM | Reduce -100.0% | 0 | $0 |
| TSCO Tractor Supply Company | COM | Reduce -100.0% | 0 | $0 |
| ARES Ares Management Corp. Class A | CL A COM STK | Reduce -100.0% | 0 | $0 |
| PODD Insulet Corp. | COM | Reduce -100.0% | 0 | $0 |
| ABNB Airbnb Inc. Class A | COM CL A | Reduce -100.0% | 0 | $0 |
| DLB Dolby Laboratories Inc. Class A | COM CL A | Reduce -100.0% | 0 | $0 |
| DOCS Doximity Inc. Class A | CL A | Reduce -100.0% | 0 | $0 |
| FWONK Liberty Media Corp. Class C | COM LBTY ONE S C | Reduce -100.0% | 0 | $0 |
| WDC Western Digital Corp. | COM | Reduce -100.0% | 0 | $0 |
| MDB Mongodb Inc. | CL A | Reduce -100.0% | 0 | $0 |
| IONS Ionis Pharmaceuticals Inc. | COM | Reduce -100.0% | 0 | $0 |
| PCTY Paylocity Holding Corp. | COM | Reduce -100.0% | 0 | $0 |
| FWONA Liberty Media Corp. Class A | COM LBTY ONE S A | Reduce -100.0% | 0 | $0 |
| DLR Digital Realty Trust Inc. | COM | Reduce -100.0% | 0 | $0 |
| ELF Elf Beauty Inc. | COM | New | 0 | $0 |
| HOOD Robinhood Markets Inc. Class A | COM CL A | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |