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Livermore
Livermore
ZHEN

Washington Trust Advisors, Inc.

SEC CIK
0001900099
Latest filing
Jul 29, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 25, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
930
−67 vs. Q1 2022
Portfolio value
$1.13B
−$274.8M (−19.5%) vs. Q1 2022
Filed
Jul 25, 2022
SEC
Holdings of Washington Trust Advisors, Inc. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock387,922$53.0M4.7%−12,459−3.1%ReducedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF1,011,441$51.5M4.5%+65,105+6.9%Added–
PWRQuanta Services, Inc.COM336,058$42.1M3.7%−11,296−3.3%ReducedHistory
GOOGAlphabet Inc.Stock17,427$38.1M3.4%−115−0.7%ReducedHistory
IQVIQVIA Holdings Inc.Stock157,784$34.2M3.0%+1,154+0.7%AddedHistory
VVisa Inc.Stock169,543$33.4M2.9%+1,555+0.9%AddedHistory
PANWPalo Alto Networks IncStock61,367$30.3M2.7%−70−0.1%ReducedHistory
RMDResmed IncCOM137,313$28.8M2.5%+1,961+1.4%AddedHistory
AMZNAmazon Com IncStock257,151$27.3M2.4%−4,529−1.7%ReducedConverted for a 20-for-1 splitHistory
PEPPepsiCo IncStock146,049$24.3M2.1%−6,274−4.1%ReducedHistory
JJacobs Solutions Inc.COM189,848$24.1M2.1%+481+0.3%AddedHistory
DEDeere & CoStock80,321$24.1M2.1%−223−0.3%ReducedHistory
BDXBecton Dickinson & CoStock96,140$23.7M2.1%+225+0.2%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF828,387$23.5M2.1%+51,126+6.6%Added–
Vanguard Morningstar Value ETF922908744ETF170,799$22.5M2.0%+8,785+5.4%Added–
UPSUnited Parcel Service IncStock122,280$22.3M2.0%+1,049+0.9%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD282,280$21.5M1.9%−42,507−13.1%Reduced–
REGNRegeneron Pharmaceuticals, Inc.COM34,518$20.4M1.8%+31+0.1%AddedHistory
GOOGLAlphabet Inc.Stock8,588$18.7M1.7%−248−2.8%ReducedHistory
SBUXStarbucks CorpStock229,749$17.6M1.5%+7,730+3.5%AddedHistory
APDAir Products & Chemicals, Inc.Stock71,360$17.2M1.5%+562+0.8%AddedHistory
ZBRAZebra Technologies CorpCL A57,989$17.0M1.5%+1,249+2.2%AddedHistory
BKNGBooking Holdings Inc.Stock9,333$16.3M1.4%+102+1.1%AddedHistory
METAMeta Platforms, Inc.Stock98,303$15.9M1.4%−1,141−1.1%ReducedHistory
AMTAmerican Tower CorpREIT60,003$15.3M1.4%−139−0.2%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF67,273$15.0M1.3%+16,787+33.3%Added–
DISWalt Disney CoStock158,005$14.9M1.3%+3,146+2.0%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD297,975$14.9M1.3%−24,576−7.6%Reduced–
NKENIKE, Inc.Stock141,473$14.5M1.3%+7,625+5.7%AddedHistory
Vanguard S&P 500 ETF922908363ETF41,262$14.3M1.3%+109+0.3%Added–
PYPLPayPal Holdings, Inc.Stock175,306$12.2M1.1%+4,815+2.8%AddedHistory
INVHInvitation Homes Inc.COM335,069$11.9M1.1%−26,503−7.3%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG301,280$10.7M0.9%+3,824+1.3%AddedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF81,899$10.6M0.9%+2,193+2.8%Added–
GMEDGlobus Medical IncStock183,997$10.3M0.9%+3,091+1.7%AddedHistory
SPHRSphere Entertainment Co.CL A196,289$10.3M0.9%+3,476+1.8%AddedHistory
JNJJohnson & JohnsonStock53,313$9.46M0.8%−508−0.9%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF226,187$9.23M0.8%+117,239+107.6%Added–
APTVAptiv PLCSHS101,672$9.06M0.8%+2,463+2.5%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF51,063$8.99M0.8%+3,748+7.9%Added–
MSFTMicrosoft CorpStock33,162$8.52M0.8%−5,502−14.2%ReducedHistory
VEEVVeeva Systems IncStock42,715$8.46M0.7%+1,861+4.6%AddedHistory
XOMExxonMobil Holdings CorpCOM90,333$7.74M0.7%−6,507−6.7%ReducedHistory
SPLKSplunk IncCOM86,206$7.63M0.7%+1,748+2.1%AddedHistory
UBERUber Technologies, IncStock348,625$7.13M0.6%+21,030+6.4%AddedHistory
iShares Tr464288513IBOXX HI YD ETF95,372$7.02M0.6%−54,048−36.2%Reduced–
Atlantica Sustainable Infr PG0751N103SHS215,876$6.96M0.6%−673−0.3%Reduced–
ECLEcolab Inc.Stock44,604$6.86M0.6%+8,601+23.9%AddedHistory
SPYSPDR S&P 500 ETF TrustETF17,765$6.70M0.6%+20+0.1%AddedHistory
EWEdwards Lifesciences CorpStock69,178$6.58M0.6%−4,144−5.7%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF157,345$6.55M0.6%+125,812+399.0%Added–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG86,274$6.46M0.6%−46−0.1%Reduced–
DEODiageo PLCSPON ADR NEW33,158$5.77M0.5%+486+1.5%AddedHistory
Schwab US Tips ETF808524870ETF99,439$5.55M0.5%−3,160−3.1%Reduced–
KMIKinder Morgan, Inc.Stock307,440$5.15M0.5%−16,319−5.0%ReducedHistory
MTNVail Resorts IncCOM23,037$5.02M0.4%+568+2.5%AddedHistory
ISRGIntuitive Surgical IncCOM NEW25,024$5.02M0.4%+5,147+25.9%AddedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF108,817$4.92M0.4%+10,159+10.3%Added–
KOCoca Cola CoStock74,544$4.69M0.4%+369+0.5%AddedHistory
ILMNIllumina, Inc.COM25,232$4.65M0.4%+3,531+16.3%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF23,478$4.43M0.4%−689−2.9%Reduced–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF24,917$4.37M0.4%−255−1.0%Reduced–
NVDANVIDIA CorpStock28,308$4.29M0.4%+6,581+30.3%AddedHistory
DDD3D Systems CorpCOM NEW402,906$3.91M0.3%−24,912−5.8%ReducedHistory
JPMJPMorgan Chase & CoStock34,540$3.89M0.3%−2,647−7.1%ReducedHistory
WMTWalmart Inc.Stock30,785$3.74M0.3%−258−0.8%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF58,389$3.44M0.3%−627−1.1%Reduced–
ABTAbbott LaboratoriesStock29,680$3.23M0.3%−96−0.3%ReducedHistory
IBMInternational Business Machines CorpStock22,798$3.22M0.3%−7,532−24.8%ReducedHistory
PGProcter & Gamble CoStock21,463$3.09M0.3%−11,883−35.6%ReducedHistory
ADPAutomatic Data Processing IncStock14,642$3.08M0.3%−1,220−7.7%ReducedHistory
CSCOCisco Systems, Inc.Stock65,598$2.80M0.2%+523+0.8%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF12,757$2.79M0.2%+212+1.7%Added–
ABBVAbbVie Inc.Stock17,388$2.66M0.2%−410−2.3%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF35,253$2.65M0.2%−958−2.6%Reduced–
iShares Russell 1000 Value ETF464287598ETF18,197$2.64M0.2%−471−2.5%Reduced–
PFEPfizer IncStock50,015$2.62M0.2%−3,805−7.1%ReducedHistory
HDHome Depot, Inc.Stock8,923$2.45M0.2%−629−6.6%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM34,772$2.43M0.2%−14,932−30.0%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF43,914$2.15M0.2%+4,215+10.6%Added–
iShares MSCI Eafe ETF464287465ETF31,621$1.98M0.2%+8,755+38.3%Added–
LOWLowes Companies IncStock11,074$1.93M0.2%+356+3.3%AddedHistory
DOCUDocuSign, Inc.Stock33,262$1.91M0.2%−2,187−6.2%ReducedHistory
iShares Tr464288612INTRM GOV CR ETF15,395$1.63M0.1%−2,500−14.0%Reduced–
Vanguard Short-Term Bond ETF921937827ETF21,122$1.62M0.1%−849−3.9%Reduced–
RTXRTX CorpStock16,637$1.60M0.1%−332−2.0%ReducedHistory
iShares Russell Mid-Cap Value ETF464287473ETF15,742$1.60M0.1%−59−0.4%Reduced–
Alps ETF Tr00162Q452ALERIAN MLP46,347$1.60M0.1%−2,131−4.4%Reduced–
ICLRIcon PLCCOM6,875$1.49M0.1%+26+0.4%AddedHistory
iShares Core S&P 500 ETF464287200ETF3,874$1.47M0.1%−217−5.3%Reduced–
AXPAmerican Express CoStock10,553$1.46M0.1%−5,995−36.2%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF9,734$1.46M0.1%+85+0.9%Added–
UNHUnitedHealth Group IncStock2,806$1.44M0.1%−1,127−28.7%ReducedHistory
FDXFedEx CorpStock6,254$1.42M0.1%+490+8.5%AddedHistory
INTCIntel CorpStock37,401$1.40M0.1%−4,966−11.7%ReducedHistory
CVXChevron CorpStock9,138$1.32M0.1%−16−0.2%ReducedHistory
UNPUnion Pacific CorpStock6,130$1.31M0.1%+23+0.4%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF6,524$1.28M0.1%+4,895+300.5%Added–
iShares Tr464287234MSCI EMG MKT ETF31,169$1.25M0.1%−2,210−6.6%Reduced–
MCDMcDonalds CorpStock5,038$1.24M0.1%+371+7.9%AddedHistory

Sold out since Q1 2022 (87)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Washington Trust Advisors, Inc. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
BRK.BBerkshire Hathaway IncStock108,033$38.1M2.7%History
WASHWashington Trust Bancorp IncCOM10,482$550.0K<0.1%History
PBCTPeople's United Financial, Inc.COM11,347$227.0K<0.1%History
SNPSSynopsys IncCOM592$197.0K<0.1%History
ALLYAlly Financial Inc.Stock3,782$164.0K<0.1%History
AKAMAkamai Technologies IncCOM1,336$160.0K<0.1%History
CPKChesapeake Utilities CorpCOM1,012$139.0K<0.1%History
EBTCEnterprise Bancorp IncCOM3,450$138.0K<0.1%History
Schwab Strategic Tr808524789FUNDAMENTAL US B1,763$102.0K<0.1%–
ITWIllinois Tool Works IncStock483$101.0K<0.1%History
WBDWarner Bros. Discovery, Inc.COM SER A3,625$90.0K<0.1%History
DARDarling Ingredients Inc.COM924$74.0K<0.1%History
EBAYeBay IncCOM1,279$73.0K<0.1%History
ARK ETF Tr00214Q302GENOMIC REV ETF1,300$60.0K<0.1%–
ADMArcher-Daniels-Midland CoStock574$52.0K<0.1%History
CBChubb LtdStock236$50.0K<0.1%History
KAIKadant IncCOM246$48.0K<0.1%History
HEI.AHeico CorpCL A365$46.0K<0.1%History
PNRPENTAIR plcSHS848$46.0K<0.1%History
AIRGAirgain IncCOM5,990$45.0K<0.1%History
ULTAUlta Beauty, Inc.Stock107$43.0K<0.1%History
TOLToll Brothers, Inc.COM800$38.0K<0.1%History
CTXSCitrix Systems IncCOM284$29.0K<0.1%History
HAINHain Celestial Group IncCOM802$28.0K<0.1%History
LCIDLucid Group, Inc.COM822$21.0K<0.1%History
NTAPNetApp, Inc.Stock243$20.0K<0.1%History
iShares Core S&P U.S. Growth ETF464287671ETF182$19.0K<0.1%–
CHPTChargePoint Holdings, Inc.COM CL A972$19.0K<0.1%History
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF876$17.0K<0.1%–
REYNReynolds Consumer Products Inc.COM539$16.0K<0.1%History
GDGeneral Dynamics CorpStock64$15.0K<0.1%History
OCOwens CorningStock156$14.0K<0.1%History
CRSPCRISPR Therapeutics AGNAMEN AKT200$13.0K<0.1%History
HPEHewlett Packard Enterprise CoCOM800$13.0K<0.1%History
STSensata Technologies Holding plcSHS157$8.00K<0.1%History
CCKCrown Holdings, Inc.COM62$8.00K<0.1%History
DVNDevon Energy CorpStock104$6.00K<0.1%History
FLRFluor CorpStock200$6.00K<0.1%History
MSPDatto Holding Corp.COM240$6.00K<0.1%History
RIVNRivian Automotive, Inc.Stock100$5.00K<0.1%History
BFAMBright Horizons Family Solutions Inc.COM38$5.00K<0.1%History
ZNGAZynga IncCL A558$5.00K<0.1%History
PRUPrudential Financial IncStock32$4.00K<0.1%History
FTNTFortinet, Inc.Stock11$4.00K<0.1%History
RUNSunrun Inc.COM117$4.00K<0.1%History
LNGCheniere Energy, Inc.COM NEW27$4.00K<0.1%History
AZPNASPENTECH CorpCOM24$4.00K<0.1%History
ENOVEnovis CORPCOM109$4.00K<0.1%History
IAAIAA, Inc.COM100$4.00K<0.1%History
MGIMoneygram International IncCOM NEW351$4.00K<0.1%History
QVCGAOld QVC Group, Inc.COM SER A825$4.00K<0.1%History
Sailpoint Technologies Holdings, Inc.78781P105COM81$4.00K<0.1%–
MARMarriott International IncStock15$3.00K<0.1%History
PLUGPlug Power IncStock100$3.00K<0.1%History
CDNSCadence Design Systems IncStock16$3.00K<0.1%History
HCAHCA Healthcare, Inc.COM12$3.00K<0.1%History
OSKOshkosh CorpCOM31$3.00K<0.1%History
SCIService Corp InternationalCOM41$3.00K<0.1%History
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX32$3.00K<0.1%–
ALGMAllegro Microsystems, Inc.COM106$3.00K<0.1%History
iShares Tr464288273EAFE SML CP ETF43$3.00K<0.1%–
ACCDAccolade, Inc.COM151$3.00K<0.1%History
SIVBSVB Financial GroupCOM6$3.00K<0.1%History
FFord Motor CoStock100$2.00K<0.1%History
BF.BBrown Forman CorpStock34$2.00K<0.1%History
CHWYChewy, Inc.CL A38$2.00K<0.1%History
BPMCBlueprint Medicines CorpCOM31$2.00K<0.1%History
CHTRCharter Communications, Inc.CL A4$2.00K<0.1%History
LYBLyondellBasell Industries N.V.SHS - A -15$2.00K<0.1%History
DHIHorton D R IncCOM24$2.00K<0.1%History
DALDelta Air Lines, Inc.COM NEW50$2.00K<0.1%History
iShares Tr4642874407-10 YR TRSY BD22$2.00K<0.1%–
DREDuke Realty CorpCOM NEW30$2.00K<0.1%History
PRTYParty City Holdco Inc.COM420$2.00K<0.1%History
XMQualtrics International Inc.COM CL A54$2.00K<0.1%History
TAKTakeda Pharmaceutical Co LtdADR35$1.00K<0.1%History
WABWestinghouse Air Brake Technologies CorpStock9$1.00K<0.1%History
AALAmerican Airlines Group Inc.Stock50$1.00K<0.1%History
Vanguard Financials ETF92204A405ETF12$1.00K<0.1%–
MASMasco CorpCOM19$1.00K<0.1%History
CMECME Group Inc.COM6$1.00K<0.1%History
PCARPaccar IncCOM15$1.00K<0.1%History
RCKTRocket Pharmaceuticals, Inc.COM72$1.00K<0.1%History
CEPLCapstone Energy Plus, Inc.COM250$1.00K<0.1%History
TPICQTpi Composites, IncCOM100$1.00K<0.1%History
TBIOTelesis Bio Inc.COM222$1.00K<0.1%History
RIGTransocean Ltd.REGISTERED SHS26$00.0%History