Washington Trust Advisors, Inc.
- SEC CIK
- 0001900099
- Latest filing
- Jul 29, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 31, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 635
- −5 vs. Q1 2025
- Portfolio value
- $1.23B
- +$105.2M (+9.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PWRQuanta Services, Inc. | COM | 187,590 | $70.9M | 5.8% | −641−0.3% | Reduced | History |
| AAPLApple Inc. | Stock | 300,822 | $61.7M | 5.0% | −2,823−0.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 76,884 | $56.7M | 4.6% | −1,410−1.8% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 249,813 | $51.1M | 4.1% | −617−0.2% | Reduced | History |
| VVisa Inc. | Stock | 143,503 | $51.0M | 4.1% | −996−0.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 219,872 | $48.2M | 3.9% | −457−0.2% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 8,064 | $46.7M | 3.8% | −48−0.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 221,326 | $39.3M | 3.2% | −5,482−2.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 77,859 | $37.8M | 3.1% | −273−0.3% | Reduced | History |
| DEDeere & Co | Stock | 68,555 | $34.9M | 2.8% | −96−0.1% | Reduced | History |
| RMDResmed Inc | COM | 127,973 | $33.0M | 2.7% | −342−0.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 193,234 | $30.5M | 2.5% | +3,832+2.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 172,728 | $30.4M | 2.5% | −5,938−3.3% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 304,996 | $28.5M | 2.3% | −10,437−3.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 47,971 | $23.9M | 1.9% | +511+1.1% | Added | History |
| JJacobs Solutions Inc. | COM | 166,792 | $21.9M | 1.8% | −632−0.4% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 136,551 | $21.5M | 1.7% | +107+0.1% | Added | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 779,628 | $19.1M | 1.6% | −3,279−0.4% | Reduced | – |
| APDAir Products & Chemicals, Inc. | Stock | 67,311 | $19.0M | 1.5% | −256−0.4% | Reduced | History |
| DISWalt Disney Co | Stock | 144,901 | $18.0M | 1.5% | −1,756−1.2% | Reduced | History |
| SBUXStarbucks Corp | Stock | 187,334 | $17.2M | 1.4% | −1,284−0.7% | Reduced | History |
| PEPPepsiCo Inc | Stock | 127,385 | $16.8M | 1.4% | −528−0.4% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 95,949 | $16.5M | 1.3% | +210.0% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 29,961 | $15.7M | 1.3% | +435+1.5% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 49,941 | $15.4M | 1.3% | +247+0.5% | Added | History |
| BEPCBrookfield Renewable Corp | CL A EX SUB VTG | 426,251 | $14.0M | 1.1% | +486+0.1% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 23,797 | $13.5M | 1.1% | +421+1.8% | Added | – |
| SNOWSnowflake Inc. | Stock | 58,133 | $13.0M | 1.1% | +734+1.3% | Added | History |
| VEEVVeeva Systems Inc | Stock | 45,057 | $13.0M | 1.1% | −441−1.0% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 54,718 | $12.1M | 1.0% | −130.0% | Reduced | History |
| CHWYChewy, Inc. | CL A | 279,088 | $11.9M | 1.0% | −761−0.3% | Reduced | History |
| ECLEcolab Inc. | Stock | 42,715 | $11.5M | 0.9% | −93−0.2% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 17,938 | $9.75M | 0.8% | +25+0.1% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 21,543 | $9.44M | 0.8% | −47−0.2% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 31,328 | $9.08M | 0.7% | −288−0.9% | Reduced | History |
| NKENIKE, Inc. | Stock | 127,076 | $9.03M | 0.7% | −4,470−3.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 83,071 | $8.96M | 0.7% | −2,083−2.4% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 112,962 | $8.83M | 0.7% | +73+0.1% | Added | History |
| INVHInvitation Homes Inc. | COM | 267,750 | $8.78M | 0.7% | −1,651−0.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,624 | $8.42M | 0.7% | +313+2.4% | Added | History |
| WMTWalmart Inc. | Stock | 85,218 | $8.33M | 0.7% | +75+0.1% | Added | History |
| XYLXylem Inc. | COM | 64,017 | $8.28M | 0.7% | +1,047+1.7% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 110,316 | $8.20M | 0.7% | −34,280−23.7% | Reduced | History |
| SPHRSphere Entertainment Co. | CL A | 192,444 | $8.04M | 0.7% | −468−0.2% | Reduced | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 184,651 | $7.39M | 0.6% | +1,534+0.8% | Added | – |
| AREAlexandria Real Estate Equities, Inc. | COM | 98,792 | $7.18M | 0.6% | +14,172+16.7% | Added | History |
| JNJJohnson & Johnson | Stock | 45,706 | $6.98M | 0.6% | −210−0.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 21,786 | $6.42M | 0.5% | −61−0.3% | Reduced | History |
| KMIKinder Morgan, Inc. | Stock | 202,345 | $5.95M | 0.5% | −1,461−0.7% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,382 | $5.72M | 0.5% | +359+1.1% | Added | – |
| PENPenumbra Inc | COM | 20,786 | $5.33M | 0.4% | +110+0.5% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 61,441 | $4.96M | 0.4% | +2,817+4.8% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 13,128 | $4.05M | 0.3% | −50.0% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,309 | $4.05M | 0.3% | +50+0.4% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 54,049 | $3.75M | 0.3% | −481−0.9% | Reduced | History |
| ABTAbbott Laboratories | Stock | 26,992 | $3.67M | 0.3% | −60−0.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $3.64M | 0.3% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 51,403 | $3.64M | 0.3% | −2,440−4.5% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 59,496 | $3.39M | 0.3% | −391−0.7% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 17,034 | $3.16M | 0.3% | −139−0.8% | Reduced | History |
| PGProcter & Gamble Co | Stock | 18,339 | $2.92M | 0.2% | +60+0.3% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 105,996 | $2.83M | 0.2% | +330+0.3% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 57,395 | $2.81M | 0.2% | +973+1.7% | Added | – |
| DEODiageo PLC | SPON ADR NEW | 27,325 | $2.76M | 0.2% | −1,010−3.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 6,982 | $2.56M | 0.2% | +4+0.1% | Added | History |
| ETNEaton Corp plc | Stock | 7,125 | $2.54M | 0.2% | +351+5.2% | Added | History |
| MTNVail Resorts Inc | COM | 16,126 | $2.53M | 0.2% | −506−3.0% | Reduced | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,244 | $2.51M | 0.2% | +299+2.0% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,489 | $2.49M | 0.2% | −117−1.1% | Reduced | – |
| ALGNAlign Technology Inc | COM | 12,914 | $2.45M | 0.2% | +11,709+971.7% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 21,896 | $2.21M | 0.2% | −398−1.8% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 22,660 | $2.03M | 0.2% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 7,752 | $2.00M | 0.2% | −553−6.7% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 26,630 | $1.96M | 0.2% | −302−1.1% | Reduced | – |
| DOCUDocuSign, Inc. | Stock | 24,810 | $1.93M | 0.2% | +7,797+45.8% | Added | History |
| EVREvercore Inc. | CLASS A | 7,045 | $1.90M | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,675 | $1.90M | 0.2% | +201+3.1% | Added | – |
| AXPAmerican Express Co | Stock | 5,857 | $1.87M | 0.2% | −100−1.7% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,187 | $1.68M | 0.1% | +100+0.5% | Added | – |
| LOWLowes Companies Inc | Stock | 6,849 | $1.52M | 0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 10,328 | $1.51M | 0.1% | +58+0.6% | Added | History |
| BLKBlackRock, Inc. | Stock | 1,375 | $1.44M | 0.1% | −119−8.0% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,332 | $1.41M | 0.1% | −1,107−24.9% | Reduced | – |
| GMEDGlobus Medical Inc | Stock | 23,840 | $1.41M | 0.1% | −3,296−12.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,215 | $1.38M | 0.1% | −142−6.0% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 31,777 | $1.35M | 0.1% | −3,215−9.2% | Reduced | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 21,433 | $1.33M | 0.1% | −125−0.6% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 2,442 | $1.29M | 0.1% | +214+9.6% | Added | History |
| MCOMoodys Corp | Stock | 2,555 | $1.28M | 0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 14,912 | $1.24M | 0.1% | −2,543−14.6% | Reduced | – |
| MCDMcDonalds Corp | Stock | 4,188 | $1.22M | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 24,647 | $1.19M | 0.1% | 00.0% | Unchanged | – |
| FDXFedEx Corp | Stock | 5,176 | $1.18M | 0.1% | −65−1.2% | Reduced | History |
| CSWCSW Industrials, Inc. | COM | 4,100 | $1.18M | 0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 42,038 | $1.11M | 0.1% | +9,480+29.1% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,711 | $1.10M | 0.1% | +44+1.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 4,767 | $1.10M | 0.1% | +59+1.3% | Added | History |
| PFEPfizer Inc | Stock | 44,720 | $1.08M | 0.1% | −2,817−5.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 2,696 | $1.05M | 0.1% | −30−1.1% | Reduced | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,766 | $1.04M | 0.1% | −19−0.5% | Reduced | – |
Sold out since Q1 2025 (21)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 773 | $198.7K | <0.1% | – |
| KKRKKR & Co. Inc. | COM | 573 | $66.2K | <0.1% | History |
| ORLYO Reilly Automotive Inc | Stock | 40 | $56.9K | <0.1% | History |
| DFSDiscover Financial Services | COM | 100 | $17.1K | <0.1% | History |
| ALLEAllegion plc | ORD SHS | 101 | $13.2K | <0.1% | History |
| BECNQxo Building Products, Inc. | COM | 93 | $11.5K | <0.1% | History |
| SWKStanley Black & Decker, Inc. | COM | 149 | $11.5K | <0.1% | History |
| AVYAvery Dennison Corp | COM | 58 | $10.3K | <0.1% | History |
| ENTGEntegris Inc | COM | 115 | $10.1K | <0.1% | History |
| CDWCDW Corp | COM | 60 | $9.62K | <0.1% | History |
| OXYOccidental Petroleum Corp | Stock | 133 | $6.57K | <0.1% | History |
| REXRRexford Industrial Realty, Inc. | COM | 132 | $5.17K | <0.1% | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 243 | $4.82K | <0.1% | History |
| IDXXIDEXX Laboratories Inc | COM | 10 | $4.38K | <0.1% | History |
| LOARLoar Holdings Inc. | COM SHS | 56 | $3.96K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 51 | $3.81K | <0.1% | – |
| VIAVViavi Solutions Inc. | COM | 242 | $2.71K | <0.1% | History |
| KEYSKeysight Technologies, Inc. | Stock | 17 | $2.56K | <0.1% | History |
| TECHBIO-TECHNE Corp | COM | 36 | $2.11K | <0.1% | History |
| AEOAmerican Eagle Outfitters Inc | COM | 112 | $1.30K | <0.1% | History |
| ALRMAlarm.com Holdings, Inc. | COM | 11 | $612 | <0.1% | History |