Washington Trust Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Washington Trust Advisors, Inc. reported 640 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Visa Class A (V, 4.5%) and Quanta Services (PWR, 4.2%). Compared with Q4 2024, it opened 27 new positions, sold out of 32, added to 131 and reduced 187. The biggest buy was Microsoft (MSFT, shares +78%) and the biggest sale United Parcel Service Class B (UPS, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001900099
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0001900099-25-000002 ↗ filed Apr 25, 2025
Holdings Value
Holdings 640 stocks · $1.1B
| AAPL Apple Inc. | 5.99% | 303,645 | $67.4M | Reduce -2.4% |
| V Visa Inc. Class A | 4.49% | 144,499 | $50.6M | Reduce -0.2% |
| PWR Quanta Services Inc. | 4.25% | 188,231 | $47.8M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 4.01% | 78,294 | $45.1M | Reduce -4.2% |
| PANW Palo Alto Networks Inc. | 3.79% | 250,430 | $42.7M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 3.72% | 220,329 | $41.9M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.69% | 78,132 | $41.6M | Reduce -5.8% |
| BKNG Booking Holdings Inc. | 3.32% | 8,112 | $37.4M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 3.15% | 226,808 | $35.4M | Reduce -1.9% |
| DE Deere & Co. | 2.86% | 68,651 | $32.2M | Reduce -1.2% |
| RMD Resmed Inc. | 2.55% | 128,315 | $28.7M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 2.45% | 178,666 | $27.6M | Reduce -1.9% |
| IQV Iqvia Holdings Inc. | 2.14% | 136,444 | $24.1M | Add +0.0% |
| UBER Uber Technologies Inc. | 2.04% | 315,433 | $23.0M | Reduce -0.9% |
| BDX Becton Dickinson and Co. | 1.95% | 95,928 | $22.0M | Reduce -0.7% |
| NVDA Nvidia Corp. | 1.82% | 189,402 | $20.5M | Add +0.9% |
| J Jacobs Solutions Inc. | 1.80% | 167,424 | $20.2M | Reduce -0.6% |
| APD Air Products & Chemicals Inc. | 1.77% | 67,567 | $19.9M | Reduce -0.9% |
| PEP Pepsico Inc. | 1.70% | 127,913 | $19.2M | Reduce 0.0% |
| REGN Regeneron Pharmaceuticals | 1.66% | 29,526 | $18.7M | Add +0.8% |
| SBUX Starbucks Corp. | 1.64% | 188,618 | $18.5M | Reduce -2.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.64% | 782,907 | $18.5M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.58% | 47,460 | $17.8M | Add +77.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.28% | 146,657 | $14.5M | Reduce -0.5% |
| ZBRA Zebra Technologies Corp. Class A | 1.25% | 49,694 | $14.0M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 1.07% | 23,376 | $12.0M | Reduce -0.4% |
| AMT American Tower Corp. | 1.06% | 54,731 | $11.9M | Reduce -2.1% |
| BEPC Brookfield Renewable Corp. | 1.06% | 425,765 | $11.9M | Add +0.8% |
| ECL Ecolab Inc. | 0.96% | 42,808 | $10.9M | Reduce -0.2% |
| VEEV Veeva Systems Inc. Class A | 0.94% | 45,498 | $10.5M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.90% | 85,154 | $10.1M | Reduce -1.4% |
| PYPL PayPal Holdings Inc. | 0.84% | 144,596 | $9.4M | Reduce -0.9% |
| INVH Invitation Homes Inc. | 0.83% | 269,401 | $9.4M | Reduce -0.7% |
| CHWY Chewy Inc. Class A | 0.81% | 279,849 | $9.1M | Add +1.8% |
| ISRG Intuitive Surgical Inc. | 0.79% | 17,913 | $8.9M | Reduce -7.1% |
| SNOW Snowflake Inc. | 0.74% | 57,399 | $8.4M | Reduce -0.5% |
| NKE Nike Inc. Class B | 0.74% | 131,546 | $8.4M | Add +1.9% |
| EW Edwards Lifesciences Corp. | 0.73% | 112,889 | $8.2M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.71% | 21,590 | $8.0M | Reduce -1.6% |
| ARE Alexandria Real Estate Equit | 0.69% | 84,620 | $7.8M | Add +14.3% |
| JPM JPMorgan Chase & Co. | 0.69% | 31,616 | $7.8M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.68% | 45,916 | $7.6M | Reduce -3.3% |
| XYL Xylem Inc. | 0.67% | 62,970 | $7.5M | Add +5.3% |
| WMT Walmart Inc. | 0.66% | 85,143 | $7.5M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 13,311 | $7.4M | Reduce -6.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.59% | 183,117 | $6.6M | Reduce -3.9% |
| SPHR Sphere Entertainment Co. | 0.56% | 192,912 | $6.3M | Reduce -1.2% |
| KMI Kinder Morgan Inc. | 0.52% | 203,806 | $5.8M | Reduce -8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 32,023 | $5.5M | Reduce -0.4% |
| PEN Penumbra Inc. | 0.49% | 20,676 | $5.5M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 21,847 | $5.4M | Reduce -0.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.41% | 58,624 | $4.6M | Add +3.3% |
| ADP Automatic Data Processing | 0.36% | 13,133 | $4.0M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.35% | 5 | $4.0M | No change |
| KO The Coca-Cola Co. | 0.34% | 53,843 | $3.9M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 13,259 | $3.6M | Add +1.6% |
| ABBV Abbvie Inc. | 0.32% | 17,173 | $3.6M | Add +0.0% |
| ABT Abbott Laboratories | 0.32% | 27,052 | $3.6M | Reduce -6.8% |
| CSCO Cisco Systems Inc. | 0.30% | 54,530 | $3.4M | No change |
| PG The Procter & Gamble Co. | 0.28% | 18,279 | $3.1M | Reduce -3.0% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 59,887 | $3.0M | Add +4.6% |
| DEO Diageo PLC-Sponsored ADR | 0.26% | 28,335 | $3.0M | Reduce -0.9% |
| SCHP Schwab U.S. Tips ETF | 0.25% | 105,666 | $2.8M | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 56,422 | $2.8M | Add +24.2% |
| MTN Vail Resorts Inc. | 0.24% | 16,632 | $2.7M | Reduce -11.8% |
| HD Home Depot Inc. | 0.23% | 6,978 | $2.6M | Reduce -2.2% |
| UPS United Parcel Service Class B | 0.22% | 22,294 | $2.5M | Reduce -77.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 14,945 | $2.4M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 10,606 | $2.4M | Add +2.2% |
| GMED Globus Medical Inc. Class A | 0.18% | 27,136 | $2.0M | Reduce -26.0% |
| BND Vanguard Total Bond Market | 0.18% | 26,932 | $2.0M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.16% | 22,660 | $1.9M | No change |
| ETN Eaton Corp. PLC | 0.16% | 6,774 | $1.8M | Add +34.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 21,087 | $1.7M | Reduce -1.3% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 8,305 | $1.7M | Reduce -0.7% |
| AXP American Express Co. | 0.14% | 5,957 | $1.6M | Reduce -4.1% |
| IWF iShares Russell 1000 Growth | 0.14% | 4,439 | $1.6M | Add +4.3% |
| LOW Lowe's Cos Inc. | 0.14% | 6,849 | $1.6M | Reduce -13.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 6,474 | $1.6M | Reduce -0.7% |
| BLK BlackRock Inc. | 0.13% | 1,494 | $1.4M | Reduce -8.2% |
| EVR Evercore Inc. Class A | 0.12% | 7,045 | $1.4M | Reduce -2.8% |
| DOCU Docusign Inc. | 0.12% | 17,013 | $1.4M | Reduce -2.3% |
| RTX RTX Corp. | 0.12% | 10,270 | $1.4M | No change |
| DFAU Dimensional US Core Equity M | 0.12% | 34,992 | $1.3M | Add +21.8% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 2,667 | $1.3M | Reduce -39.2% |
| IVV iShares Core S&P 500 ETF | 0.12% | 2,357 | $1.3M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 17,455 | $1.3M | Add +0.2% |
| MCD McDonald's Corp. | 0.12% | 4,188 | $1.3M | No change |
| FDX FedEx Corp. | 0.11% | 5,241 | $1.3M | Reduce -4.1% |
| PFE Pfizer Inc. | 0.11% | 47,537 | $1.2M | Reduce -1.3% |
| CSW CSW Industrials Inc. | 0.11% | 4,100 | $1.2M | Reduce -2.4% |
| CVX Chevron Corp. | 0.11% | 7,132 | $1.2M | Add +0.3% |
| MCO Moody's Corp. | 0.11% | 2,555 | $1.2M | No change |
| BN Brookfield Corp. | 0.10% | 21,558 | $1.1M | No change |
| UNP Union Pacific Corp. | 0.10% | 4,708 | $1.1M | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.10% | 24,647 | $1.1M | No change |
| ICLR Icon PLC | 0.09% | 6,048 | $1.1M | Reduce -1.8% |
| AMTM Amentum Holdings Inc. | 0.09% | 53,846 | $980K | Reduce -32.9% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 16,624 | $970K | Reduce -0.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 3,785 | $953K | Add +3.4% |
Portfolio Sells Q4 2024 → Q1 2025
| UPS United Parcel Service Class B | Reduce -77.3% | 0.22% | −0.82 |
| PWR Quanta Services Inc. | Reduce -1.4% | 4.25% | −0.80 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 3.15% | −0.53 |
| AAPL Apple Inc. | Reduce -2.4% | 5.99% | −0.53 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 2.45% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 3.72% | −0.38 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -0.7% | 1.25% | −0.37 |
| PYPL PayPal Holdings Inc. | Reduce -0.9% | 0.84% | −0.20 |
| BKNG Booking Holdings Inc. | Reduce -1.5% | 3.32% | −0.10 |
| SPHR Sphere Entertainment Co. | Reduce -1.2% | 0.56% | −0.10 |
| DIS The Walt Disney Co. | Reduce -0.5% | 1.28% | −0.09 |
| J Jacobs Solutions Inc. | Reduce -0.6% | 1.80% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -1.7% | 3.79% | −0.08 |
| GMED Globus Medical Inc. Class A | Reduce -26.0% | 0.18% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -39.2% | 0.12% | −0.07 |
| MTN Vail Resorts Inc. | Reduce -11.8% | 0.24% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -7.1% | 0.79% | −0.05 |
| AMTM Amentum Holdings Inc. | Reduce -32.9% | 0.09% | −0.05 |
| TSLA Tesla Inc. | Reduce -19.1% | 0.07% | −0.05 |
| EVR Evercore Inc. Class A | Reduce -2.8% | 0.12% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.6% | 0.71% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.9% | 0.26% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.6% | 0.66% | −0.04 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.03 |
| APTV Aptiv PLC | Reduce -30.0% | 0.06% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -13.3% | 0.14% | −0.02 |
| HON Honeywell International Inc. | Reduce -60.2% | 0.01% | −0.02 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.02 |
| CSW CSW Industrials Inc. | Reduce -2.4% | 0.11% | −0.02 |
| FDX FedEx Corp. | Reduce -4.1% | 0.11% | −0.02 |
| C Citigroup Inc. | Reduce -93.3% | 0.00% | −0.01 |
| BLK BlackRock Inc. | Reduce -8.2% | 0.13% | −0.01 |
| ICLR Icon PLC | Reduce -1.8% | 0.09% | −0.01 |
| UL Unilever PLC | Reduce -67.2% | 0.01% | −0.01 |
| AXP American Express Co. | Reduce -4.1% | 0.14% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -75.8% | 0.00% | −0.01 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -11.1% | 0.06% | −0.01 |
| DOCU Docusign Inc. | Reduce -2.3% | 0.12% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -25.4% | 0.03% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -14.1% | 0.05% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -33.2% | 0.02% | −0.01 |
| ORCL Oracle Corp. | Reduce -10.3% | 0.03% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -64.7% | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -2.2% | 0.23% | −0.01 |
| AMD Advanced Micro Devices | Reduce -35.0% | 0.01% | −0.00 |
| TDG Transdigm Group Inc. | Reduce -29.7% | 0.02% | −0.00 |
| BX Blackstone Inc. | Reduce -32.5% | 0.01% | −0.00 |
| DDD 3D Systems Corp. | Reduce -7.2% | 0.01% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Add +77.5% | 1.58% | +0.64 |
| ARE Alexandria Real Estate Equit | Add +14.3% | 0.69% | +0.09 |
| XYL Xylem Inc. | Add +5.3% | 0.67% | +0.09 |
| BEPC Brookfield Renewable Corp. | Add +0.8% | 1.06% | +0.08 |
| IBTF iShares Ibonds Dec 2025 Term | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +0.0% | 0.32% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +24.2% | 0.25% | +0.06 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +4.6% | 0.27% | +0.04 |
| CHWY Chewy Inc. Class A | Add +1.8% | 0.81% | +0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +3.3% | 0.41% | +0.04 |
| WMT Walmart Inc. | Add +1.9% | 0.66% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +38.7% | 0.08% | +0.03 |
| SCHP Schwab U.S. Tips ETF | Add +0.1% | 0.25% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +34.2% | 0.16% | +0.02 |
| DFAU Dimensional US Core Equity M | Add +21.8% | 0.12% | +0.02 |
| CVX Chevron Corp. | Add +0.3% | 0.11% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +124.7% | 0.03% | +0.02 |
| PGR Progressive Corp. | New | 0.01% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.2% | 0.12% | +0.01 |
| BND Vanguard Total Bond Market | Add +0.1% | 0.18% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +14.1% | 0.07% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +33.2% | 0.05% | +0.01 |
| ZTS Zoetis Inc. | Add +418.9% | 0.01% | +0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +14.3% | 0.06% | +0.01 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.08% | +0.01 |
| WMB Williams Cos Inc. | Add +173.4% | 0.01% | +0.01 |
| UNP Union Pacific Corp. | Add +0.2% | 0.10% | +0.01 |
| DFAI Dimensional International Co. | Add +23.4% | 0.03% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 0.32% | +0.01 |
| TT Trane Technologies PLC | Add +28.3% | 0.03% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +1.2% | 0.06% | +0.01 |
| LPLA LPL Financial Holdings Inc. | New | 0.01% | +0.01 |
| DASH DoorDash Inc. Class A | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +24.7% | 0.01% | +0.00 |
| SHEL Shell PLC-ADR | Add +2.7% | 0.02% | +0.00 |
| LRCX Lam Research Corp. | Add +30.0% | 0.01% | +0.00 |
| CTAS Cintas Corp. | Add +0.0% | 0.00% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.1% | 0.03% | +0.00 |
| DHR Danaher Corp. | Add +146.7% | 0.01% | +0.00 |
| DFSD Dimensional Short Duration | Add +10.8% | 0.02% | +0.00 |
| FISV Fiserv Inc. | Add +3.5% | 0.02% | +0.00 |
| HWM Howmet Aerospace Inc. | Add +76.3% | 0.01% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +45.2% | 0.01% | +0.00 |
| FICO Fair Isaac Corp. | Add +69.2% | 0.01% | +0.00 |
| ELV Elevance Health Inc. | Add +1.6% | 0.01% | +0.00 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.00% | +0.00 |
| DFAE Dimensional Emerging Core Eq | Add +16.9% | 0.01% | +0.00 |
| DTE DTE Energy Company | Add +0.9% | 0.01% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| RQI Cohen & Steers Qual Inc. RLTY | COM | Reduce -100.0% | 0 | $0 |
| AIG American International Group | COM NEW | Reduce -100.0% | 0 | $0 |
| ABNB Airbnb Inc. Class A | COM CL A | Sold out | 0 | $0before exit |
| ARES Ares Management Corp. Class A | CL A COM STK | Sold out | 0 | $0before exit |
| DLR Digital Realty Trust Inc. | COM | Sold out | 0 | $0before exit |
| DLB Dolby Laboratories Inc. Class A | COM CL A | Sold out | 0 | $0before exit |
| DOCS Doximity Inc. Class A | CL A | Sold out | 0 | $0before exit |
| ELF Elf Beauty Inc. | COM | Sold out | 0 | $0before exit |
| GWW WW Grainger Inc. | COM | Sold out | 0 | $0before exit |
| HUBS HubSpot Inc. | COM | Sold out | 0 | $0before exit |
| PODD Insulet Corp. | COM | Sold out | 0 | $0before exit |
| IONS Ionis Pharmaceuticals Inc. | COM | Sold out | 0 | $0before exit |
| LHX L3HARRIS Technologies Inc. | COM | Sold out | 0 | $0before exit |
| FWONK Liberty Media Corp. Class C | COM LBTY ONE S C | Sold out | 0 | $0before exit |
| FWONA Liberty Media Corp. Class A | COM LBTY ONE S A | Sold out | 0 | $0before exit |
| MDB Mongodb Inc. | CL A | Sold out | 0 | $0before exit |
| PCTY Paylocity Holding Corp. | COM | Sold out | 0 | $0before exit |
| HOOD Robinhood Markets Inc. Class A | COM CL A | Sold out | 0 | $0before exit |
| TSCO Tractor Supply Company | COM | Sold out | 0 | $0before exit |
| WDC Western Digital Corp. | COM | Sold out | 0 | $0before exit |
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 |