Filed: 4/25/2025ACC: 0001900099-25-000002
📋 What this filing means
WASHINGTON TRUST ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 642 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
642
Positions
$1.13B
Total AUM (reported)
8.84M
Total Shares
Allocation by class
STOCK$977.85M86.8%
ETF$113.23M10.0%
REIT$30.99M2.8%
ADR$4.21M0.4%
CEF$387.8K0.0%
Portfolio Concentration
Top 3$165.93M14.7%
4–10$276.42M24.5%
11–25$307.28M27.3%
Rest$377.03M33.5%
Top 3 weight
14.7%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 8.84M
Sole
Full voting authority
8.20M
shares
% of voting shares92.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
641.76K
shares
% of voting shares7.3%
Investment Discretion (by position count)
Sole286
Shared0
Other356
Dominant voting typeSole · 92.7% of voting shares
Institutional Holdings642
Rows:
Apple
OTRShares303.64K
TypeSH
Market value$67.45M
5.99%
Sole
291.38K
Shared
0.00
None
12.27K
Visa
OTRShares144.50K
TypeSH
Market value$50.64M
4.49%
Sole
138.53K
Shared
0.00
None
5.96K
Quanta Services
SOLEShares188.23K
TypeSH
Market value$47.84M
4.25%
Sole
184.23K
Shared
0.00
None
4K
Meta Platforms
OTRShares78.29K
TypeSH
Market value$45.13M
4.01%
Sole
76.08K
Shared
0.00
None
2.22K
Palo Alto Networks
OTRShares250.43K
TypeSH
Market value$42.73M
3.79%
Sole
245.69K
Shared
0.00
None
4.74K
Amazon
OTRShares220.33K
TypeSH
Market value$41.92M
3.72%
Sole
209.87K
Shared
0.00
None
10.46K
Berkshire Hathaway B
OTRShares78.13K
TypeSH
Market value$41.61M
3.69%
Sole
77.74K
Shared
0.00
None
390.00
Booking Holdings
OTRShares8.11K
TypeSH
Market value$37.37M
3.32%
Sole
7.96K
Shared
0.00
None
152.00
Alphabet Cl C
OTRShares226.81K
TypeSH
Market value$35.43M
3.15%
Sole
220.40K
Shared
0.00
None
6.41K
Deere & Co
OTRShares68.65K
TypeSH
Market value$32.22M
2.86%
Sole
67.63K
Shared
0.00
None
1.02K
ResMed
SOLEShares128.31K
TypeSH
Market value$28.72M
2.55%
Sole
125.60K
Shared
0.00
None
2.71K
Alphabet Cl A
OTRShares178.67K
TypeSH
Market value$27.63M
2.45%
Sole
170.69K
Shared
0.00
None
7.97K
IQVIA Holdings
OTRShares136.44K
TypeSH
Market value$24.06M
2.14%
Sole
135.03K
Shared
0.00
None
1.42K
Uber Technologies
OTRShares315.43K
TypeSH
Market value$22.98M
2.04%
Sole
309.27K
Shared
0.00
None
6.16K
Becton Dickinson
OTRShares95.93K
TypeSH
Market value$21.97M
1.95%
Sole
95.58K
Shared
0.00
None
351.00
NVIDIA
OTRShares189.40K
TypeSH
Market value$20.53M
1.82%
Sole
178.40K
Shared
0.00
None
11.01K
Jacobs Solutions
SOLEShares167.42K
TypeSH
Market value$20.24M
1.80%
Sole
167.11K
Shared
0.00
None
310.00
Air Products
OTRShares67.57K
TypeSH
Market value$19.93M
1.77%
Sole
66.54K
Shared
0.00
None
1.03K
PepsiCo
OTRShares127.91K
TypeSH
Market value$19.18M
1.70%
Sole
125.91K
Shared
0.00
None
2K
Regeneron Pharmaceuticals
OTRShares29.53K
TypeSH
Market value$18.73M
1.66%
Sole
28.89K
Shared
0.00
None
638.00
Starbucks
OTRShares188.62K
TypeSH
Market value$18.50M
1.64%
Sole
186.64K
Shared
0.00
None
1.98K
Schwab Fundamental U.S. Large Company ETF
DFNDShares782.91K
TypeSH
Market value$18.48M
1.64%
Sole
655.90K
Shared
0.00
None
127K
Microsoft
OTRShares47.46K
TypeSH
Market value$17.82M
1.58%
Sole
44.02K
Shared
0.00
None
3.44K
Walt Disney Company
OTRShares146.66K
TypeSH
Market value$14.48M
1.28%
Sole
143.50K
Shared
0.00
None
3.15K
Zebra Tech
SOLEShares49.69K
TypeSH
Market value$14.04M
1.25%
Sole
49.36K
Shared
0.00
None
332.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AppleOTR | Stock | 303.64K | SH | $67.45M 5.99% | 291.38K | 0.00 | 12.27K |
VisaOTR | Stock | 144.50K | SH | $50.64M 4.49% | 138.53K | 0.00 | 5.96K |
Quanta ServicesSOLE | Stock | 188.23K | SH | $47.84M 4.25% | 184.23K | 0.00 | 4K |
Meta PlatformsOTR | Stock | 78.29K | SH | $45.13M 4.01% | 76.08K | 0.00 | 2.22K |
Palo Alto NetworksOTR | Stock | 250.43K | SH | $42.73M 3.79% | 245.69K | 0.00 | 4.74K |
AmazonOTR | Stock | 220.33K | SH | $41.92M 3.72% | 209.87K | 0.00 | 10.46K |
Berkshire Hathaway BOTR | Stock | 78.13K | SH | $41.61M 3.69% | 77.74K | 0.00 | 390.00 |
Booking HoldingsOTR | Stock | 8.11K | SH | $37.37M 3.32% | 7.96K | 0.00 | 152.00 |
Alphabet Cl COTR | Stock | 226.81K | SH | $35.43M 3.15% | 220.40K | 0.00 | 6.41K |
Deere & CoOTR | Stock | 68.65K | SH | $32.22M 2.86% | 67.63K | 0.00 | 1.02K |
ResMedSOLE | Stock | 128.31K | SH | $28.72M 2.55% | 125.60K | 0.00 | 2.71K |
Alphabet Cl AOTR | Stock | 178.67K | SH | $27.63M 2.45% | 170.69K | 0.00 | 7.97K |
IQVIA HoldingsOTR | Stock | 136.44K | SH | $24.06M 2.14% | 135.03K | 0.00 | 1.42K |
Uber TechnologiesOTR | Stock | 315.43K | SH | $22.98M 2.04% | 309.27K | 0.00 | 6.16K |
Becton DickinsonOTR | Stock | 95.93K | SH | $21.97M 1.95% | 95.58K | 0.00 | 351.00 |
NVIDIAOTR | Stock | 189.40K | SH | $20.53M 1.82% | 178.40K | 0.00 | 11.01K |
Jacobs SolutionsSOLE | Stock | 167.42K | SH | $20.24M 1.80% | 167.11K | 0.00 | 310.00 |
Air ProductsOTR | Stock | 67.57K | SH | $19.93M 1.77% | 66.54K | 0.00 | 1.03K |
PepsiCoOTR | Stock | 127.91K | SH | $19.18M 1.70% | 125.91K | 0.00 | 2K |
Regeneron PharmaceuticalsOTR | Stock | 29.53K | SH | $18.73M 1.66% | 28.89K | 0.00 | 638.00 |
StarbucksOTR | Stock | 188.62K | SH | $18.50M 1.64% | 186.64K | 0.00 | 1.98K |
Schwab Fundamental U.S. Large Company ETFDFND | ETF | 782.91K | SH | $18.48M 1.64% | 655.90K | 0.00 | 127K |
MicrosoftOTR | Stock | 47.46K | SH | $17.82M 1.58% | 44.02K | 0.00 | 3.44K |
Walt Disney CompanyOTR | Stock | 146.66K | SH | $14.48M 1.28% | 143.50K | 0.00 | 3.15K |
Zebra TechSOLE | Stock | 49.69K | SH | $14.04M 1.25% | 49.36K | 0.00 | 332.00 |
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