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Livermore
Livermore
ZHEN

Washington Trust Advisors, Inc.

SEC CIK
0001900099
Latest filing
Jul 29, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 27, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
660
−119 vs. Q1 2023
Portfolio value
$1.03B
+$49.1M (+5.0%) vs. Q1 2023
Filed
Jul 27, 2023
SEC
Holdings of Washington Trust Advisors, Inc. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock348,559$67.6M6.6%−11,885−3.3%ReducedHistory
PWRQuanta Services, Inc.COM224,321$44.1M4.3%−21,209−8.6%ReducedHistory
PANWPalo Alto Networks IncStock164,153$41.9M4.1%−7,012−4.1%ReducedHistory
VVisa Inc.Stock157,963$37.5M3.6%−3,434−2.1%ReducedHistory
IQVIQVIA Holdings Inc.Stock149,245$33.5M3.3%−950−0.6%ReducedHistory
GOOGAlphabet Inc.Stock260,974$31.6M3.1%−4,380−1.7%ReducedHistory
AMZNAmazon Com IncStock241,266$31.5M3.0%−237−0.1%ReducedHistory
DEDeere & CoStock73,930$30.0M2.9%−133−0.2%ReducedHistory
RMDResmed IncCOM129,803$28.4M2.8%−290−0.2%ReducedHistory
GOOGLAlphabet Inc.Stock218,674$26.2M2.5%−8,662−3.8%ReducedHistory
PEPPepsiCo IncStock139,968$25.9M2.5%−312−0.2%ReducedHistory
METAMeta Platforms, Inc.Stock89,328$25.6M2.5%−4,422−4.7%ReducedHistory
BDXBecton Dickinson & CoStock96,460$25.5M2.5%+536+0.6%AddedHistory
BKNGBooking Holdings Inc.Stock9,062$24.5M2.4%−36−0.4%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM32,891$23.6M2.3%−120−0.4%ReducedHistory
JJacobs Solutions Inc.COM184,184$21.9M2.1%−800.0%ReducedHistory
UPSUnited Parcel Service IncStock117,946$21.1M2.0%−778−0.7%ReducedHistory
APDAir Products & Chemicals, Inc.Stock69,322$20.8M2.0%+314+0.5%AddedHistory
SBUXStarbucks CorpStock208,610$20.7M2.0%−477−0.2%ReducedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF322,654$18.6M1.8%+5,366+1.7%Added–
ZBRAZebra Technologies CorpCL A55,699$16.5M1.6%−179−0.3%ReducedHistory
UBERUber Technologies, IncStock350,113$15.1M1.5%+13,166+3.9%AddedHistory
NKENIKE, Inc.Stock134,391$14.8M1.4%−212−0.2%ReducedHistory
DISWalt Disney CoStock155,841$13.9M1.3%+1,387+0.9%AddedHistory
APTVAptiv PLCSHS122,994$12.6M1.2%+22,982+23.0%AddedHistory
PYPLPayPal Holdings, Inc.Stock181,423$12.1M1.2%+957+0.5%AddedHistory
AMTAmerican Tower CorpREIT59,071$11.5M1.1%−118−0.2%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG357,807$11.3M1.1%+2,903+0.8%AddedHistory
NVDANVIDIA CorpStock26,432$11.2M1.1%−3,104−10.5%ReducedHistory
INVHInvitation Homes Inc.COM300,911$10.4M1.0%+2,009+0.7%AddedHistory
GMEDGlobus Medical IncStock173,569$10.3M1.0%−2,489−1.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM89,362$9.58M0.9%−141−0.2%ReducedHistory
ECLEcolab Inc.Stock46,262$8.64M0.8%+701+1.5%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF30,270$8.57M0.8%−1,677−5.2%Reduced–
SPLKSplunk IncCOM80,270$8.52M0.8%+60.0%AddedHistory
MSFTMicrosoft CorpStock24,779$8.44M0.8%−659−2.6%ReducedHistory
Vanguard S&P 500 ETF922908363ETF20,591$8.39M0.8%−1,850−8.2%Reduced–
JNJJohnson & JohnsonStock49,950$8.27M0.8%−278−0.6%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW24,090$8.24M0.8%−124−0.5%ReducedHistory
VEEVVeeva Systems IncStock40,959$8.10M0.8%+435+1.1%AddedHistory
Vanguard Morningstar Value ETF922908744ETF52,069$7.40M0.7%−986−1.9%Reduced–
Schwab Fundamental International Equity ETF808524755ETF225,408$7.28M0.7%−8,435−3.6%Reduced–
SPYSPDR S&P 500 ETF TrustETF15,694$6.96M0.7%−506−3.1%ReducedHistory
EWEdwards Lifesciences CorpStock72,714$6.86M0.7%−100.0%ReducedHistory
CHWYChewy, Inc.CL A168,067$6.63M0.6%+142,457+556.3%AddedHistory
MTNVail Resorts IncCOM22,474$5.66M0.5%+100+0.4%AddedHistory
DEODiageo PLCSPON ADR NEW31,469$5.46M0.5%+178+0.6%AddedHistory
KMIKinder Morgan, Inc.Stock299,648$5.16M0.5%+900.0%AddedHistory
Atlantica Sustainable Infr PG0751N103SHS212,126$4.97M0.5%−1,147−0.5%Reduced–
SPHRSphere Entertainment Co.CL A176,520$4.83M0.5%+43,112+32.3%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD94,154$4.73M0.5%−3,035−3.1%Reduced–
WMTWalmart Inc.Stock30,061$4.72M0.5%+33+0.1%AddedHistory
JPMJPMorgan Chase & CoStock32,123$4.67M0.5%−837−2.5%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF60,833$4.57M0.4%−1,150−1.9%Reduced–
ILMNIllumina, Inc.COM23,883$4.48M0.4%+21+0.1%AddedHistory
Schwab US Tips ETF808524870ETF74,536$3.91M0.4%−3,620−4.6%Reduced–
KOCoca Cola CoStock64,803$3.90M0.4%−46−0.1%ReducedHistory
ABTAbbott LaboratoriesStock29,157$3.18M0.3%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock14,366$3.16M0.3%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF14,190$3.13M0.3%−411−2.8%Reduced–
PGProcter & Gamble CoStock20,382$3.09M0.3%−191−0.9%ReducedHistory
CSCOCisco Systems, Inc.Stock59,602$3.08M0.3%−656−1.1%ReducedHistory
IBMInternational Business Machines CorpStock22,459$3.01M0.3%+87+0.4%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF61,573$2.84M0.3%+2,733+4.6%Added–
MSGEMadison Square Garden Entertainment Corp.COM CL A84,181$2.83M0.3%+84,181NewHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF16,847$2.33M0.2%−51−0.3%Reduced–
ABBVAbbVie Inc.Stock16,755$2.26M0.2%−397−2.3%ReducedHistory
HDHome Depot, Inc.Stock7,151$2.22M0.2%+32+0.4%AddedHistory
LOWLowes Companies IncStock9,354$2.11M0.2%−312−3.2%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF10,399$2.07M0.2%−113−1.1%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD25,306$1.91M0.2%−4,191−14.2%Reduced–
iShares MSCI Eafe ETF464287465ETF26,381$1.91M0.2%−920−3.4%Reduced–
PFEPfizer IncStock51,866$1.90M0.2%−2,506−4.6%ReducedHistory
DDD3D Systems CorpCOM NEW185,128$1.84M0.2%−281−0.2%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF23,650$1.72M0.2%+2,422+11.4%Added–
ICLRIcon PLCCOM6,240$1.56M0.2%−426−6.4%ReducedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF7,120$1.47M0.1%−428−5.7%Reduced–
FDXFedEx CorpStock5,754$1.43M0.1%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF21,123$1.43M0.1%+2,132+11.2%Added–
DOCUDocuSign, Inc.Stock26,848$1.37M0.1%+495+1.9%AddedHistory
MCDMcDonalds CorpStock4,358$1.30M0.1%−160−3.5%ReducedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG14,736$1.29M0.1%−2,025−12.1%Reduced–
CVXChevron CorpStock7,401$1.16M0.1%−400−5.1%ReducedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF22,883$1.15M0.1%+26+0.1%Added–
MRKMerck & Co., Inc.Stock9,774$1.13M0.1%+15+0.2%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF4,009$1.10M0.1%−1,492−27.1%Reduced–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF4,800$1.10M0.1%−11−0.2%Reduced–
EVREvercore Inc.CLASS A8,870$1.10M0.1%00.0%UnchangedHistory
RTXRTX CorpStock11,072$1.08M0.1%−324−2.8%ReducedHistory
AXPAmerican Express CoStock6,191$1.08M0.1%−2,376−27.7%ReducedHistory
GEGeneral Electric CoStock9,815$1.08M0.1%+13+0.1%AddedHistory
XYLXylem Inc.COM9,552$1.08M0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF26,959$1.07M0.1%00.0%Unchanged–
BLKBlackRock, Inc.COM1,536$1.06M0.1%+22+1.5%AddedHistory
PMPhilip Morris International Inc.Stock10,598$1.03M0.1%−800−7.0%ReducedHistory
iShares Tr464288612INTRM GOV CR ETF9,500$977.5K0.1%−1,000−9.5%Reduced–
PPGPPG Industries IncStock6,384$946.7K0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock10,465$945.9K0.1%−1,432−12.0%ReducedHistory
UNPUnion Pacific CorpStock4,593$939.8K0.1%00.0%UnchangedHistory
MCOMoodys CorpStock2,676$930.5K0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (131)

Positions held at the end of Q1 2023 that are gone from this filing.

The largest 100 of 131 by value last quarter.

Positions of Washington Trust Advisors, Inc. sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
COINCoinbase Global, Inc.COM CL A8,124$548.9K0.1%History
VLYValley National BancorpCOM8,936$82.6K<0.1%History
FLICFirst of Long Island CorpCOM5,290$71.4K<0.1%History
First Tr Exch Traded FD III33739N108MANAGD MUN ETF1,122$57.1K<0.1%–
AAgilent Technologies, Inc.COM324$44.8K<0.1%History
AZNAstraZeneca PLCSPONSORED ADR394$27.3K<0.1%History
STTState Street CorpCOM356$26.9K<0.1%History
TTETotalEnergies SESPONSORED ADS453$26.8K<0.1%History
OMFOneMain Holdings, Inc.COM714$26.5K<0.1%History
MUSAMurphy USA Inc.COM99$25.5K<0.1%History
EXCExelon CorpStock597$25.0K<0.1%History
DXCMDexcom IncCOM204$23.7K<0.1%History
AAPAdvance Auto Parts IncCOM187$22.7K<0.1%History
VSTVistra Corp.Stock896$21.5K<0.1%History
AMHAmerican Homes 4 RentCL A623$19.6K<0.1%History
APAAPA CorpStock540$19.5K<0.1%History
MTGMgic Investment CorpCOM1,417$19.0K<0.1%History
MUMicron Technology IncStock311$18.8K<0.1%History
DXCDXC Technology CoStock707$18.1K<0.1%History
BLMNBloomin' Brands, Inc.COM677$17.4K<0.1%History
SIXSix Flags Entertainment CorpCOM642$17.1K<0.1%History
EQHEquitable Holdings, Inc.COM657$16.7K<0.1%History
GENGen Digital Inc.Stock965$16.6K<0.1%History
NENoble Corp plcORD SHS A419$16.5K<0.1%History
ALKAlaska Air Group, Inc.COM394$16.5K<0.1%History
HESHess CorpStock115$15.2K<0.1%History
SONYSony Group CorpSPONSORED ADR166$15.0K<0.1%History
EEFTEuronet Worldwide, Inc.COM128$14.3K<0.1%History
AGNCAGNC Investment Corp.REIT1,278$12.9K<0.1%History
WPMWheaton Precious Metals Corp.COM265$12.8K<0.1%History
BKIBlack Knight, Inc.COM214$12.3K<0.1%History
CNHCNH Industrial N.V.SHS801$12.3K<0.1%History
UNVRUnivar Solutions Inc.COM284$9.95K<0.1%History
OLNOLIN CorpStock178$9.88K<0.1%History
STSensata Technologies Holding plcSHS176$8.80K<0.1%History
AMATApplied Materials IncStock69$8.48K<0.1%History
ARK Innovation ETF00214Q104ETF201$8.11K<0.1%–
AESIAtlas Energy Solutions Inc.COM CLASS A440$7.49K<0.1%History
CORCencora, Inc.Stock46$7.37K<0.1%History
WECWec Energy Group, Inc.Stock76$7.21K<0.1%History
LLoews CorpCOM122$7.08K<0.1%History
CMSCMS Energy CorpCOM111$6.81K<0.1%History
GTNGray Media, IncCOM758$6.61K<0.1%History
BXBlackstone Inc.COM75$6.59K<0.1%History
HSICHenry Schein IncCOM78$6.36K<0.1%History
MSIMotorola Solutions, Inc.Stock22$6.29K<0.1%History
PENGPenguin Solutions, Inc.SHS363$6.26K<0.1%History
ETREntergy CorpCOM58$6.25K<0.1%History
HBANHuntington Bancshares IncCOM550$6.16K<0.1%History
LYFTLyft, Inc.CL A COM658$6.10K<0.1%History
LKQLKQ CorpCOM107$6.07K<0.1%History
SNASnap-on IncCOM23$5.68K<0.1%History
RFRegions Financial CorpCOM303$5.62K<0.1%History
MIDDMIDDLEBY CorpCOM38$5.57K<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock41$5.30K<0.1%History
MCHPMicrochip Technology IncStock63$5.28K<0.1%History
LECOLincoln Electric Holdings IncCOM31$5.24K<0.1%History
AMEAmetek IncCOM36$5.23K<0.1%History
HUBBHubbell IncCOM21$5.11K<0.1%History
MLMMartin Marietta Materials IncCOM14$4.97K<0.1%History
RJFRaymond James Financial IncCOM53$4.94K<0.1%History
AZOAutoZone IncCOM2$4.92K<0.1%History
SLGNSilgan Holdings IncCOM91$4.88K<0.1%History
Liberty Media Corp531229409COM A SIRIUSXM173$4.86K<0.1%–
APHAmphenol CorpCL A59$4.82K<0.1%History
FBINFortune Brands Innovations, Inc.COM75$4.41K<0.1%History
IEXIdex CorpCOM19$4.39K<0.1%History
RPMRPM International IncCOM50$4.36K<0.1%History
LHLabcorp Holdings Inc.COM NEW19$4.36K<0.1%History
CPAYCorpay, Inc.COM20$4.22K<0.1%History
AYIAcuity Inc. (DE)Stock23$4.20K<0.1%History
RLRalph Lauren CorpCL A36$4.20K<0.1%History
PKGPackaging Corp of AmericaStock30$4.17K<0.1%History
JBLJabil IncStock47$4.14K<0.1%History
JAZZJazz Pharmaceuticals plcSHS USD28$4.10K<0.1%History
CFGCitizens Financial Group IncCOM130$3.95K<0.1%History
SYNHSyneos Health, Inc.CL A110$3.92K<0.1%History
FCNCAFirst Citizens Bancshares IncCL A4$3.89K<0.1%History
CSLCarlisle Companies IncCOM17$3.84K<0.1%History
TKRTimken CoCOM47$3.84K<0.1%History
WRBBerkley W R CorpCOM61$3.80K<0.1%History
DGXQuest Diagnostics IncCOM26$3.68K<0.1%History
AMCXAMC Global Media Inc.CL A209$3.67K<0.1%History
GDDYGoDaddy Inc.CL A46$3.58K<0.1%History
PPLIPeople IncCOM NEW69$3.56K<0.1%History
USFDUS Foods Holding Corp.COM95$3.51K<0.1%History
HBIHanesbrands Inc.COM666$3.50K<0.1%History
TROWPrice T Rowe Group IncStock31$3.50K<0.1%History
WWayfair Inc.CL A100$3.43K<0.1%History
CBRECbre Group, Inc.CL A46$3.35K<0.1%History
NTRSNorthern Trust CorpCOM38$3.35K<0.1%History
CRICarters IncCOM45$3.24K<0.1%History
STZConstellation Brands, Inc.Stock14$3.16K<0.1%History
KRKroger CoStock64$3.16K<0.1%History
CTRACoterra Energy Inc.Stock126$3.09K<0.1%History
KIMKimco Realty CorpCOM158$3.09K<0.1%History
NFGNational Fuel Gas CoStock53$3.06K<0.1%History
WPCW. P. Carey Inc.COM39$3.02K<0.1%History
VOYAVoya Financial, Inc.COM42$3.00K<0.1%History
NWLNewell Brands Inc.Stock240$2.99K<0.1%History