Filed: 2/6/2025ACC: 0001900099-25-000001
📋 What this filing means
WASHINGTON TRUST ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 665 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
665
Positions
$1.20B
Total AUM (reported)
8.94M
Total Shares
Allocation by class
STOCK$1.05B87.7%
ETF$113.02M9.4%
REIT$28.14M2.4%
ADR$5.03M0.4%
CEF$411.0K0.0%
Portfolio Concentration
Top 3$187.31M15.7%
4–10$296.91M24.8%
11–25$319.14M26.7%
Rest$392.69M32.8%
Top 3 weight
15.7%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 8.94M
Sole
Full voting authority
8.32M
shares
% of voting shares93.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
626.16K
shares
% of voting shares7.0%
Investment Discretion (by position count)
Sole285
Shared0
Other380
Dominant voting typeSole · 93.0% of voting shares
Institutional Holdings665
Rows:
Apple
OTRShares311.22K
TypeSH
Market value$77.94M
6.52%
Sole
298.63K
Shared
0.00
None
12.59K
Quanta Services
SOLEShares190.97K
TypeSH
Market value$60.35M
5.05%
Sole
186.97K
Shared
0.00
None
4K
Amazon
OTRShares223.45K
TypeSH
Market value$49.02M
4.10%
Sole
212.72K
Shared
0.00
None
10.73K
Meta Platforms
OTRShares81.69K
TypeSH
Market value$47.83M
4.00%
Sole
79.49K
Shared
0.00
None
2.20K
Palo Alto Networks
OTRShares254.75K
TypeSH
Market value$46.35M
3.88%
Sole
249.87K
Shared
0.00
None
4.88K
Visa
OTRShares144.75K
TypeSH
Market value$45.75M
3.82%
Sole
139.05K
Shared
0.00
None
5.70K
Alphabet Cl C
OTRShares231.11K
TypeSH
Market value$44.01M
3.68%
Sole
224.35K
Shared
0.00
None
6.76K
Booking Holdings
OTRShares8.23K
TypeSH
Market value$40.90M
3.42%
Sole
8.08K
Shared
0.00
None
155.00
Berkshire Hathaway B
OTRShares82.91K
TypeSH
Market value$37.58M
3.14%
Sole
82.43K
Shared
0.00
None
479.00
Alphabet Cl A
OTRShares182.13K
TypeSH
Market value$34.48M
2.88%
Sole
174.04K
Shared
0.00
None
8.09K
Deere & Co
OTRShares69.51K
TypeSH
Market value$29.45M
2.46%
Sole
68.49K
Shared
0.00
None
1.02K
ResMed
SOLEShares128.68K
TypeSH
Market value$29.43M
2.46%
Sole
125.97K
Shared
0.00
None
2.71K
IQVIA Holdings
OTRShares136.41K
TypeSH
Market value$26.81M
2.24%
Sole
135.09K
Shared
0.00
None
1.32K
NVIDIA
OTRShares187.76K
TypeSH
Market value$25.21M
2.11%
Sole
175.22K
Shared
0.00
None
12.54K
Jacobs Solutions
SOLEShares168.43K
TypeSH
Market value$22.51M
1.88%
Sole
168.12K
Shared
0.00
None
310.00
Becton Dickinson
OTRShares96.64K
TypeSH
Market value$21.92M
1.83%
Sole
95.58K
Shared
0.00
None
1.06K
Regeneron Pharmaceuticals
OTRShares29.29K
TypeSH
Market value$20.86M
1.74%
Sole
28.72K
Shared
0.00
None
572.00
Air Products
OTRShares68.19K
TypeSH
Market value$19.78M
1.65%
Sole
67.16K
Shared
0.00
None
1.03K
PepsiCo
OTRShares127.92K
TypeSH
Market value$19.45M
1.63%
Sole
125.99K
Shared
0.00
None
1.93K
Zebra Tech
SOLEShares50.05K
TypeSH
Market value$19.33M
1.62%
Sole
49.71K
Shared
0.00
None
332.00
Uber Technologies
OTRShares318.30K
TypeSH
Market value$19.20M
1.61%
Sole
311.33K
Shared
0.00
None
6.96K
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
DFNDShares784.18K
TypeSH
Market value$18.57M
1.55%
Sole
656.62K
Shared
0.00
None
127.56K
Starbucks
OTRShares192.46K
TypeSH
Market value$17.56M
1.47%
Sole
190.48K
Shared
0.00
None
1.98K
Walt Disney Company
OTRShares147.42K
TypeSH
Market value$16.42M
1.37%
Sole
144.16K
Shared
0.00
None
3.26K
Vanguard S&P 500 Index Fd ETF
DFNDShares23.46K
TypeSH
Market value$12.64M
1.06%
Sole
13.28K
Shared
0.00
None
10.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AppleOTR | Stock | 311.22K | SH | $77.94M 6.52% | 298.63K | 0.00 | 12.59K |
Quanta ServicesSOLE | Stock | 190.97K | SH | $60.35M 5.05% | 186.97K | 0.00 | 4K |
AmazonOTR | Stock | 223.45K | SH | $49.02M 4.10% | 212.72K | 0.00 | 10.73K |
Meta PlatformsOTR | Stock | 81.69K | SH | $47.83M 4.00% | 79.49K | 0.00 | 2.20K |
Palo Alto NetworksOTR | Stock | 254.75K | SH | $46.35M 3.88% | 249.87K | 0.00 | 4.88K |
VisaOTR | Stock | 144.75K | SH | $45.75M 3.82% | 139.05K | 0.00 | 5.70K |
Alphabet Cl COTR | Stock | 231.11K | SH | $44.01M 3.68% | 224.35K | 0.00 | 6.76K |
Booking HoldingsOTR | Stock | 8.23K | SH | $40.90M 3.42% | 8.08K | 0.00 | 155.00 |
Berkshire Hathaway BOTR | Stock | 82.91K | SH | $37.58M 3.14% | 82.43K | 0.00 | 479.00 |
Alphabet Cl AOTR | Stock | 182.13K | SH | $34.48M 2.88% | 174.04K | 0.00 | 8.09K |
Deere & CoOTR | Stock | 69.51K | SH | $29.45M 2.46% | 68.49K | 0.00 | 1.02K |
ResMedSOLE | Stock | 128.68K | SH | $29.43M 2.46% | 125.97K | 0.00 | 2.71K |
IQVIA HoldingsOTR | Stock | 136.41K | SH | $26.81M 2.24% | 135.09K | 0.00 | 1.32K |
NVIDIAOTR | Stock | 187.76K | SH | $25.21M 2.11% | 175.22K | 0.00 | 12.54K |
Jacobs SolutionsSOLE | Stock | 168.43K | SH | $22.51M 1.88% | 168.12K | 0.00 | 310.00 |
Becton DickinsonOTR | Stock | 96.64K | SH | $21.92M 1.83% | 95.58K | 0.00 | 1.06K |
Regeneron PharmaceuticalsOTR | Stock | 29.29K | SH | $20.86M 1.74% | 28.72K | 0.00 | 572.00 |
Air ProductsOTR | Stock | 68.19K | SH | $19.78M 1.65% | 67.16K | 0.00 | 1.03K |
PepsiCoOTR | Stock | 127.92K | SH | $19.45M 1.63% | 125.99K | 0.00 | 1.93K |
Zebra TechSOLE | Stock | 50.05K | SH | $19.33M 1.62% | 49.71K | 0.00 | 332.00 |
Uber TechnologiesOTR | Stock | 318.30K | SH | $19.20M 1.61% | 311.33K | 0.00 | 6.96K |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFDFND | ETF | 784.18K | SH | $18.57M 1.55% | 656.62K | 0.00 | 127.56K |
StarbucksOTR | Stock | 192.46K | SH | $17.56M 1.47% | 190.48K | 0.00 | 1.98K |
Walt Disney CompanyOTR | Stock | 147.42K | SH | $16.42M 1.37% | 144.16K | 0.00 | 3.26K |
Vanguard S&P 500 Index Fd ETFDFND | ETF | 23.46K | SH | $12.64M 1.06% | 13.28K | 0.00 | 10.18K |
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