Washington Trust Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Washington Trust Advisors, Inc. reported 635 stock positions worth $1.2 billion. Its top holding was Quanta Services (PWR) at 5.8% of the portfolio, followed by Apple (AAPL, 5.0%) and Meta Platforms Class A (META, 4.6%). Compared with Q1 2025, it opened 16 new positions, sold out of 21, added to 151 and reduced 146. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001900099
- Portfolio Value
- $1.2B (Q2 2025)
- SEC Filing
- 0001900099-25-000003 ↗ filed Jul 31, 2025
Holdings Value
Holdings 635 stocks · $1.2B
| PWR Quanta Services Inc. | 5.76% | 187,590 | $70.9M | Reduce -0.3% |
| AAPL Apple Inc. | 5.01% | 300,822 | $61.7M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 4.61% | 76,884 | $56.7M | Reduce -1.8% |
| PANW Palo Alto Networks Inc. | 4.15% | 249,813 | $51.1M | Reduce -0.3% |
| V Visa Inc. Class A | 4.14% | 143,503 | $51.0M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.92% | 219,872 | $48.2M | Reduce -0.2% |
| BKNG Booking Holdings Inc. | 3.79% | 8,064 | $46.7M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 3.19% | 221,326 | $39.3M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.07% | 77,859 | $37.8M | Reduce -0.3% |
| DE Deere & Co. | 2.83% | 68,555 | $34.9M | Reduce -0.1% |
| RMD Resmed Inc. | 2.68% | 127,973 | $33.0M | Reduce -0.3% |
| NVDA Nvidia Corp. | 2.48% | 193,234 | $30.5M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 2.47% | 172,728 | $30.4M | Reduce -3.3% |
| UBER Uber Technologies Inc. | 2.31% | 304,996 | $28.5M | Reduce -3.3% |
| MSFT Microsoft Corp. | 1.94% | 47,971 | $23.9M | Add +1.1% |
| J Jacobs Solutions Inc. | 1.78% | 166,792 | $21.9M | Reduce -0.4% |
| IQV Iqvia Holdings Inc. | 1.75% | 136,551 | $21.5M | Add +0.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.55% | 779,628 | $19.1M | Reduce -0.4% |
| APD Air Products & Chemicals Inc. | 1.54% | 67,311 | $19.0M | Reduce -0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.46% | 144,901 | $18.0M | Reduce -1.2% |
| SBUX Starbucks Corp. | 1.39% | 187,334 | $17.2M | Reduce -0.7% |
| PEP Pepsico Inc. | 1.37% | 127,385 | $16.8M | Reduce -0.4% |
| BDX Becton Dickinson and Co. | 1.34% | 95,949 | $16.5M | Add +0.0% |
| REGN Regeneron Pharmaceuticals | 1.28% | 29,961 | $15.7M | Add +1.5% |
| ZBRA Zebra Technologies Corp. Class A | 1.25% | 49,941 | $15.4M | Add +0.5% |
| BEPC Brookfield Renewable Corp. | 1.13% | 426,251 | $14.0M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.10% | 23,797 | $13.5M | Add +1.8% |
| SNOW Snowflake Inc. | 1.06% | 58,133 | $13.0M | Add +1.3% |
| VEEV Veeva Systems Inc. Class A | 1.05% | 45,057 | $13.0M | Reduce -1.0% |
| AMT American Tower Corp. | 0.98% | 54,718 | $12.1M | Reduce -0.0% |
| CHWY Chewy Inc. Class A | 0.97% | 279,088 | $11.9M | Reduce -0.3% |
| ECL Ecolab Inc. | 0.93% | 42,715 | $11.5M | Reduce -0.2% |
| ISRG Intuitive Surgical Inc. | 0.79% | 17,938 | $9.7M | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.77% | 21,543 | $9.4M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.74% | 31,328 | $9.1M | Reduce -0.9% |
| NKE Nike Inc. Class B | 0.73% | 127,076 | $9.0M | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.73% | 83,071 | $9.0M | Reduce -2.5% |
| EW Edwards Lifesciences Corp. | 0.72% | 112,962 | $8.8M | Add +0.1% |
| INVH Invitation Homes Inc. | 0.71% | 267,750 | $8.8M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 13,624 | $8.4M | Add +2.4% |
| WMT Walmart Inc. | 0.68% | 85,218 | $8.3M | Add +0.1% |
| XYL Xylem Inc. | 0.67% | 64,017 | $8.3M | Add +1.7% |
| PYPL PayPal Holdings Inc. | 0.67% | 110,316 | $8.2M | Reduce -23.7% |
| SPHR Sphere Entertainment Co. | 0.65% | 192,444 | $8.0M | Reduce -0.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.60% | 184,651 | $7.4M | Add +0.8% |
| ARE Alexandria Real Estate Equit | 0.58% | 98,792 | $7.2M | Add +16.8% |
| JNJ Johnson & Johnson | 0.57% | 45,706 | $7.0M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.52% | 21,786 | $6.4M | Reduce -0.3% |
| KMI Kinder Morgan Inc. | 0.48% | 202,345 | $5.9M | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 32,382 | $5.7M | Add +1.1% |
| PEN Penumbra Inc. | 0.43% | 20,786 | $5.3M | Add +0.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.40% | 61,441 | $5.0M | Add +4.8% |
| ADP Automatic Data Processing | 0.33% | 13,128 | $4.0M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 13,309 | $4.0M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.30% | 54,049 | $3.7M | Reduce -0.9% |
| ABT Abbott Laboratories | 0.30% | 26,992 | $3.7M | Reduce -0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.30% | 5 | $3.6M | No change |
| KO The Coca-Cola Co. | 0.30% | 51,403 | $3.6M | Reduce -4.5% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 59,496 | $3.4M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.26% | 17,034 | $3.2M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.24% | 18,339 | $2.9M | Add +0.3% |
| SCHP Schwab U.S. Tips ETF | 0.23% | 105,996 | $2.8M | Add +0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 57,395 | $2.8M | Add +1.7% |
| DEO Diageo PLC-Sponsored ADR | 0.22% | 27,325 | $2.8M | Reduce -3.6% |
| HD Home Depot Inc. | 0.21% | 6,982 | $2.6M | Add +0.1% |
| ETN Eaton Corp. PLC | 0.21% | 7,125 | $2.5M | Add +5.2% |
| MTN Vail Resorts Inc. | 0.21% | 16,126 | $2.5M | Reduce -3.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.20% | 15,244 | $2.5M | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 10,489 | $2.5M | Reduce -1.1% |
| ALGN Align Technology Inc. | 0.20% | 12,914 | $2.4M | Add +971.7% |
| UPS United Parcel Service Class B | 0.18% | 21,896 | $2.2M | Reduce -1.8% |
| EFA iShares MSCI Eafe ETF | 0.16% | 22,660 | $2.0M | No change |
| GE General Electric filed as GE AEROSPACE | 0.16% | 7,752 | $2.0M | Reduce -6.7% |
| BND Vanguard Total Bond Market | 0.16% | 26,630 | $2.0M | Reduce -1.1% |
| DOCU Docusign Inc. | 0.16% | 24,810 | $1.9M | Add +45.8% |
| EVR Evercore Inc. Class A | 0.15% | 7,045 | $1.9M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 6,675 | $1.9M | Add +3.1% |
| AXP American Express Co. | 0.15% | 5,857 | $1.9M | Reduce -1.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 21,187 | $1.7M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.12% | 6,849 | $1.5M | No change |
| RTX RTX Corp. | 0.12% | 10,328 | $1.5M | Add +0.6% |
| BLK BlackRock Inc. | 0.12% | 1,375 | $1.4M | Reduce -8.0% |
| IWF iShares Russell 1000 Growth | 0.11% | 3,332 | $1.4M | Reduce -24.9% |
| GMED Globus Medical Inc. Class A | 0.11% | 23,840 | $1.4M | Reduce -12.2% |
| IVV iShares Core S&P 500 ETF | 0.11% | 2,215 | $1.4M | Reduce -6.0% |
| DFAU Dimensional US Core Equity M | 0.11% | 31,777 | $1.3M | Reduce -9.2% |
| BN Brookfield Corp. | 0.11% | 21,433 | $1.3M | Reduce -0.6% |
| GEV GE Vernova Inc. | 0.10% | 2,442 | $1.3M | Add +9.6% |
| MCO Moody's Corp. | 0.10% | 2,555 | $1.3M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 14,912 | $1.2M | Reduce -14.6% |
| MCD McDonald's Corp. | 0.10% | 4,188 | $1.2M | No change |
| EEM iShares MSCI Emerging Market | 0.10% | 24,647 | $1.2M | No change |
| FDX FedEx Corp. | 0.10% | 5,176 | $1.2M | Reduce -1.2% |
| CSW CSW Industrials Inc. | 0.10% | 4,100 | $1.2M | No change |
| SCHD Schwab US DVD Equity ETF | 0.09% | 42,038 | $1.1M | Add +29.1% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 2,711 | $1.1M | Add +1.6% |
| UNP Union Pacific Corp. | 0.09% | 4,767 | $1.1M | Add +1.3% |
| PFE Pfizer Inc. | 0.09% | 44,720 | $1.1M | Reduce -5.9% |
| CAT Caterpillar Inc. | 0.09% | 2,696 | $1.0M | Reduce -1.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 3,766 | $1.0M | Reduce -0.5% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.9% | 5.01% | −0.98 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 3.07% | −0.62 |
| V Visa Inc. Class A | Reduce -0.7% | 4.14% | −0.36 |
| PEP Pepsico Inc. | Reduce -0.4% | 1.37% | −0.34 |
| SBUX Starbucks Corp. | Reduce -0.7% | 1.39% | −0.25 |
| APD Air Products & Chemicals Inc. | Reduce -0.4% | 1.54% | −0.23 |
| XOM Exxon Mobil Corp. | Reduce -2.5% | 0.73% | −0.17 |
| PYPL PayPal Holdings Inc. | Reduce -23.7% | 0.67% | −0.17 |
| INVH Invitation Homes Inc. | Reduce -0.6% | 0.71% | −0.12 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.57% | −0.11 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -0.4% | 1.55% | −0.09 |
| AMT American Tower Corp. | Reduce -0.0% | 0.98% | −0.08 |
| AMTM Amentum Holdings Inc. | Reduce -80.7% | 0.02% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.26% | −0.06 |
| GMED Globus Medical Inc. Class A | Reduce -12.2% | 0.11% | −0.06 |
| KO The Coca-Cola Co. | Reduce -4.5% | 0.30% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -3.6% | 0.22% | −0.04 |
| UPS United Parcel Service Class B | Reduce -1.8% | 0.18% | −0.04 |
| CVX Chevron Corp. | Reduce -12.8% | 0.07% | −0.03 |
| KMI Kinder Morgan Inc. | Reduce -0.7% | 0.48% | −0.03 |
| MTN Vail Resorts Inc. | Reduce -3.0% | 0.21% | −0.03 |
| DE Deere & Co. | Reduce -0.1% | 2.83% | −0.03 |
| ECL Ecolab Inc. | Reduce -0.2% | 0.93% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.0% | 0.33% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -24.9% | 0.11% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -29.1% | 0.05% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -46.6% | 0.02% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.30% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -2.0% | 0.02% | −0.02 |
| PFE Pfizer Inc. | Reduce -5.9% | 0.09% | −0.02 |
| FDX FedEx Corp. | Reduce -1.2% | 0.10% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.02 |
| J Jacobs Solutions Inc. | Reduce -0.4% | 1.78% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -1.1% | 0.16% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -14.6% | 0.10% | −0.02 |
| DFAU Dimensional US Core Equity M | Reduce -9.2% | 0.11% | −0.01 |
| FISV Fiserv Inc. | Reduce -23.1% | 0.01% | −0.01 |
| BLK BlackRock Inc. | Reduce -8.0% | 0.12% | −0.01 |
| ADBE Adobe Inc. | Reduce -76.3% | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -3.4% | 0.73% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -15.1% | 0.05% | −0.01 |
| SU Suncor Energy Inc. | Reduce -22.5% | 0.02% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.1% | 0.20% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -6.0% | 0.11% | −0.01 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.01 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -72.1% | 0.00% | −0.00 |
| NEOG Neogen Corp. | Reduce -3.2% | 0.00% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -46.5% | 0.00% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -5.7% | 0.03% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +2.0% | 2.48% | +0.66 |
| MSFT Microsoft Corp. | Add +1.1% | 1.94% | +0.36 |
| SNOW Snowflake Inc. | Add +1.3% | 1.06% | +0.31 |
| ALGN Align Technology Inc. | Add +971.7% | 0.20% | +0.18 |
| BEPC Brookfield Renewable Corp. | Add +0.1% | 1.13% | +0.08 |
| BSV Vanguard Short-Term Bond ETF | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | Add +9.6% | 0.10% | +0.04 |
| ETN Eaton Corp. PLC | Add +5.2% | 0.21% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +441.1% | 0.04% | +0.04 |
| DOCU Docusign Inc. | Add +45.8% | 0.16% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +1.8% | 1.10% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.4% | 0.68% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +3.1% | 0.15% | +0.01 |
| ORCL Oracle Corp. | Add +1.9% | 0.04% | +0.01 |
| WMT Walmart Inc. | Add +0.1% | 0.68% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.8% | 0.60% | +0.01 |
| INTU Intuit Inc. | Add +176.3% | 0.02% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +29.1% | 0.09% | +0.01 |
| DFAI Dimensional International Co. | Add +28.9% | 0.04% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +238.9% | 0.01% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +1566.7% | 0.01% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +94.4% | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 0.33% | +0.00 |
| CW Curtiss-Wright Corp. | Add +0.2% | 0.02% | +0.00 |
| XYL Xylem Inc. | Add +1.7% | 0.67% | +0.00 |
| TXN Texas Instruments Inc. | Add +5.7% | 0.04% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +0.1% | 0.79% | +0.00 |
| NVS Novartis AG-Sponsored ADR | Add +114.5% | 0.01% | +0.00 |
| ZBRA Zebra Technologies Corp. Class A | Add +0.5% | 1.25% | +0.00 |
| HON Honeywell International Inc. | Add +25.3% | 0.02% | +0.00 |
| HLT Hilton Worldwide Holdings Inc. | Add +68.5% | 0.01% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +11.0% | 0.03% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +5.7% | 0.02% | +0.00 |
| CGDV Cap Group Dividend Value | New | 0.00% | +0.00 |
| ONON On Holding AG Class A | New | 0.00% | +0.00 |
| MS Morgan Stanley | Add +13.9% | 0.01% | +0.00 |
| BAC Bank of America Corp. | Add +6.6% | 0.02% | +0.00 |
| AXON Axon Enterprise Inc. | Add +44.7% | 0.00% | +0.00 |
| RTX RTX Corp. | Add +0.6% | 0.12% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +129.4% | 0.00% | +0.00 |
| COF Capital One Financial Corp. | Add +113.4% | 0.00% | +0.00 |
| NTAP Netapp Inc. | New | 0.00% | +0.00 |
| STX Seagate Technology Holdings | Add +700.0% | 0.00% | +0.00 |
| SHOP Shopify Inc. Class A | Add +0.9% | 0.01% | +0.00 |
| A Agilent Technologies Inc. | New | 0.00% | +0.00 |
| IFF Intl Flavors & Fragrances | New | 0.00% | +0.00 |
| HSIC Henry Schein Inc. | New | 0.00% | +0.00 |
| COO The Cooper Cos Inc. | New | 0.00% | +0.00 |
| EQH Equitable Holdings Inc. | Add +225.3% | 0.00% | +0.00 |
| JCI Johnson Controls Internation | Add +16.7% | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| AIG American International Group | COM NEW | Sold out | 0 | $0before exit |
| RQI Cohen & Steers Qual Inc. RLTY | 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 |