Filed: 7/31/2025ACC: 0001900099-25-000003
📋 What this filing means
WASHINGTON TRUST ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 635 equity positions with a total reported market value of $1.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
635
Positions
$1.23B
Total AUM (reported)
8.75M
Total Shares
Allocation by class
STOCK$1.08B87.3%
ETF$122.24M9.9%
REIT$29.82M2.4%
ADR$4.34M0.4%
CEF$405.8K0.0%
Portfolio Concentration
Top 3$189.39M15.4%
4–10$308.94M25.1%
11–25$327.48M26.6%
Rest$406.05M33.0%
Top 3 weight
15.4%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 8.75M
Sole
Full voting authority
8.11M
shares
% of voting shares92.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
645.09K
shares
% of voting shares7.4%
Investment Discretion (by position count)
Sole283
Shared0
Other352
Dominant voting typeSole · 92.6% of voting shares
Institutional Holdings635
Rows:
Quanta Services
SOLEShares187.59K
TypeSH
Market value$70.92M
5.76%
Sole
183.66K
Shared
0.00
None
3.92K
Apple
OTRShares300.82K
TypeSH
Market value$61.72M
5.01%
Sole
288.53K
Shared
0.00
None
12.29K
Meta Platforms
OTRShares76.88K
TypeSH
Market value$56.75M
4.61%
Sole
74.66K
Shared
0.00
None
2.22K
Palo Alto Networks
OTRShares249.81K
TypeSH
Market value$51.12M
4.15%
Sole
245.12K
Shared
0.00
None
4.69K
Visa
OTRShares143.50K
TypeSH
Market value$50.95M
4.14%
Sole
137.48K
Shared
0.00
None
6.02K
Amazon
OTRShares219.87K
TypeSH
Market value$48.24M
3.92%
Sole
209.91K
Shared
0.00
None
9.97K
Booking Holdings
OTRShares8.06K
TypeSH
Market value$46.68M
3.79%
Sole
7.91K
Shared
0.00
None
151.00
Alphabet Cl C
OTRShares221.33K
TypeSH
Market value$39.26M
3.19%
Sole
215.32K
Shared
0.00
None
6K
Berkshire Hathaway B
OTRShares77.86K
TypeSH
Market value$37.82M
3.07%
Sole
77.47K
Shared
0.00
None
390.00
Deere & Co
OTRShares68.56K
TypeSH
Market value$34.86M
2.83%
Sole
67.50K
Shared
0.00
None
1.05K
ResMed
SOLEShares127.97K
TypeSH
Market value$33.02M
2.68%
Sole
125.26K
Shared
0.00
None
2.71K
NVIDIA
OTRShares193.23K
TypeSH
Market value$30.53M
2.48%
Sole
181.89K
Shared
0.00
None
11.35K
Alphabet Cl A
OTRShares172.73K
TypeSH
Market value$30.44M
2.47%
Sole
165.38K
Shared
0.00
None
7.35K
Uber Technologies
OTRShares305K
TypeSH
Market value$28.46M
2.31%
Sole
298.96K
Shared
0.00
None
6.04K
Microsoft
OTRShares47.97K
TypeSH
Market value$23.86M
1.94%
Sole
44.35K
Shared
0.00
None
3.62K
Jacobs Solutions
OTRShares166.79K
TypeSH
Market value$21.92M
1.78%
Sole
166.38K
Shared
0.00
None
411.00
IQVIA Holdings
SOLEShares136.55K
TypeSH
Market value$21.52M
1.75%
Sole
135.20K
Shared
0.00
None
1.35K
Schwab Fundamental U.S. Large Company ETF
DFNDShares779.63K
TypeSH
Market value$19.13M
1.55%
Sole
651.99K
Shared
0.00
None
127.64K
Air Products
OTRShares67.31K
TypeSH
Market value$18.99M
1.54%
Sole
66.33K
Shared
0.00
None
980.00
Walt Disney Company
OTRShares144.90K
TypeSH
Market value$17.97M
1.46%
Sole
141.70K
Shared
0.00
None
3.20K
Starbucks
OTRShares187.33K
TypeSH
Market value$17.17M
1.39%
Sole
185.35K
Shared
0.00
None
1.98K
PepsiCo
OTRShares127.39K
TypeSH
Market value$16.82M
1.37%
Sole
125.45K
Shared
0.00
None
1.94K
Becton Dickinson
OTRShares95.95K
TypeSH
Market value$16.53M
1.34%
Sole
95.58K
Shared
0.00
None
372.00
Regeneron Pharmaceuticals
OTRShares29.96K
TypeSH
Market value$15.73M
1.28%
Sole
29.29K
Shared
0.00
None
669.00
Zebra Tech
SOLEShares49.94K
TypeSH
Market value$15.40M
1.25%
Sole
49.61K
Shared
0.00
None
332.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Quanta ServicesSOLE | Stock | 187.59K | SH | $70.92M 5.76% | 183.66K | 0.00 | 3.92K |
AppleOTR | Stock | 300.82K | SH | $61.72M 5.01% | 288.53K | 0.00 | 12.29K |
Meta PlatformsOTR | Stock | 76.88K | SH | $56.75M 4.61% | 74.66K | 0.00 | 2.22K |
Palo Alto NetworksOTR | Stock | 249.81K | SH | $51.12M 4.15% | 245.12K | 0.00 | 4.69K |
VisaOTR | Stock | 143.50K | SH | $50.95M 4.14% | 137.48K | 0.00 | 6.02K |
AmazonOTR | Stock | 219.87K | SH | $48.24M 3.92% | 209.91K | 0.00 | 9.97K |
Booking HoldingsOTR | Stock | 8.06K | SH | $46.68M 3.79% | 7.91K | 0.00 | 151.00 |
Alphabet Cl COTR | Stock | 221.33K | SH | $39.26M 3.19% | 215.32K | 0.00 | 6K |
Berkshire Hathaway BOTR | Stock | 77.86K | SH | $37.82M 3.07% | 77.47K | 0.00 | 390.00 |
Deere & CoOTR | Stock | 68.56K | SH | $34.86M 2.83% | 67.50K | 0.00 | 1.05K |
ResMedSOLE | Stock | 127.97K | SH | $33.02M 2.68% | 125.26K | 0.00 | 2.71K |
NVIDIAOTR | Stock | 193.23K | SH | $30.53M 2.48% | 181.89K | 0.00 | 11.35K |
Alphabet Cl AOTR | Stock | 172.73K | SH | $30.44M 2.47% | 165.38K | 0.00 | 7.35K |
Uber TechnologiesOTR | Stock | 305K | SH | $28.46M 2.31% | 298.96K | 0.00 | 6.04K |
MicrosoftOTR | Stock | 47.97K | SH | $23.86M 1.94% | 44.35K | 0.00 | 3.62K |
Jacobs SolutionsOTR | Stock | 166.79K | SH | $21.92M 1.78% | 166.38K | 0.00 | 411.00 |
IQVIA HoldingsSOLE | Stock | 136.55K | SH | $21.52M 1.75% | 135.20K | 0.00 | 1.35K |
Schwab Fundamental U.S. Large Company ETFDFND | ETF | 779.63K | SH | $19.13M 1.55% | 651.99K | 0.00 | 127.64K |
Air ProductsOTR | Stock | 67.31K | SH | $18.99M 1.54% | 66.33K | 0.00 | 980.00 |
Walt Disney CompanyOTR | Stock | 144.90K | SH | $17.97M 1.46% | 141.70K | 0.00 | 3.20K |
StarbucksOTR | Stock | 187.33K | SH | $17.17M 1.39% | 185.35K | 0.00 | 1.98K |
PepsiCoOTR | Stock | 127.39K | SH | $16.82M 1.37% | 125.45K | 0.00 | 1.94K |
Becton DickinsonOTR | Stock | 95.95K | SH | $16.53M 1.34% | 95.58K | 0.00 | 372.00 |
Regeneron PharmaceuticalsOTR | Stock | 29.96K | SH | $15.73M 1.28% | 29.29K | 0.00 | 669.00 |
Zebra TechSOLE | Stock | 49.94K | SH | $15.40M 1.25% | 49.61K | 0.00 | 332.00 |
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