Filed: 11/10/2025ACC: 0001900099-25-000007
📋 What this filing means
WASHINGTON TRUST ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 688 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
688
Positions
$1.31B
Total AUM (reported)
9.32M
Total Shares
Allocation by class
STOCK$1.12B84.9%
ETF$161.51M12.3%
REIT$28.54M2.2%
ADR$8.03M0.6%
CEF$402.9K0.0%
Portfolio Concentration
Top 3$201.99M15.4%
4–10$318.56M24.2%
11–25$339.92M25.9%
Rest$453.73M34.5%
Top 3 weight
15.4%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 9.32M
Sole
Full voting authority
7.94M
shares
% of voting shares85.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.38M
shares
% of voting shares14.8%
Investment Discretion (by position count)
Sole305
Shared0
Other383
Dominant voting typeSole · 85.2% of voting shares
Institutional Holdings688
Rows:
Apple
OTRShares294.14K
TypeSH
Market value$74.90M
5.70%
Sole
278.17K
Shared
0.00
None
15.97K
Quanta Services
SOLEShares174.24K
TypeSH
Market value$72.21M
5.49%
Sole
170.32K
Shared
0.00
None
3.92K
Meta Platforms
OTRShares74.74K
TypeSH
Market value$54.89M
4.18%
Sole
72.47K
Shared
0.00
None
2.26K
Alphabet Cl C
OTRShares218.25K
TypeSH
Market value$53.16M
4.04%
Sole
211.07K
Shared
0.00
None
7.18K
Palo Alto Networks
OTRShares247.62K
TypeSH
Market value$50.42M
3.84%
Sole
242.83K
Shared
0.00
None
4.79K
Visa
OTRShares141.05K
TypeSH
Market value$48.15M
3.66%
Sole
134.61K
Shared
0.00
None
6.44K
Amazon
OTRShares214.23K
TypeSH
Market value$47.04M
3.58%
Sole
204.51K
Shared
0.00
None
9.72K
Booking Holdings
OTRShares7.76K
TypeSH
Market value$41.90M
3.19%
Sole
7.62K
Shared
0.00
None
145.00
Alphabet Cl A
OTRShares162.42K
TypeSH
Market value$39.49M
3.00%
Sole
155.12K
Shared
0.00
None
7.30K
Berkshire Hathaway B
OTRShares76.40K
TypeSH
Market value$38.41M
2.92%
Sole
75.86K
Shared
0.00
None
535.00
NVIDIA
OTRShares189.38K
TypeSH
Market value$35.33M
2.69%
Sole
177.26K
Shared
0.00
None
12.12K
ResMed
SOLEShares124.06K
TypeSH
Market value$33.96M
2.58%
Sole
121.35K
Shared
0.00
None
2.71K
Deere & Co
OTRShares67.08K
TypeSH
Market value$30.67M
2.33%
Sole
66.03K
Shared
0.00
None
1.05K
Uber Technologies
OTRShares296.43K
TypeSH
Market value$29.04M
2.21%
Sole
290.39K
Shared
0.00
None
6.04K
IQVIA Holdings
SOLEShares133.65K
TypeSH
Market value$25.39M
1.93%
Sole
132.30K
Shared
0.00
None
1.35K
Jacobs Solutions
OTRShares163.60K
TypeSH
Market value$24.52M
1.87%
Sole
163.19K
Shared
0.00
None
411.00
Microsoft
OTRShares47.09K
TypeSH
Market value$24.39M
1.86%
Sole
42.18K
Shared
0.00
None
4.90K
Schwab Fundamental U.S. Large Company ETF
DFNDShares757.85K
TypeSH
Market value$19.93M
1.52%
Sole
630.03K
Shared
0.00
None
127.82K
Becton Dickinson
OTRShares95.94K
TypeSH
Market value$17.96M
1.37%
Sole
95.58K
Shared
0.00
None
364.00
Air Products
OTRShares65.75K
TypeSH
Market value$17.93M
1.36%
Sole
64.76K
Shared
0.00
None
985.00
PepsiCo
OTRShares124.47K
TypeSH
Market value$17.48M
1.33%
Sole
122.54K
Shared
0.00
None
1.93K
Regeneron Pharmaceuticals
OTRShares29.73K
TypeSH
Market value$16.71M
1.27%
Sole
29.06K
Shared
0.00
None
669.00
Walt Disney Company
OTRShares141.23K
TypeSH
Market value$16.17M
1.23%
Sole
139.08K
Shared
0.00
None
2.15K
Starbucks
OTRShares182.02K
TypeSH
Market value$15.40M
1.17%
Sole
179.88K
Shared
0.00
None
2.14K
Vanguard S&P 500 Index Fd ETF
DFNDShares24.55K
TypeSH
Market value$15.04M
1.14%
Sole
15.30K
Shared
0.00
None
9.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AppleOTR | Stock | 294.14K | SH | $74.90M 5.70% | 278.17K | 0.00 | 15.97K |
Quanta ServicesSOLE | Stock | 174.24K | SH | $72.21M 5.49% | 170.32K | 0.00 | 3.92K |
Meta PlatformsOTR | Stock | 74.74K | SH | $54.89M 4.18% | 72.47K | 0.00 | 2.26K |
Alphabet Cl COTR | Stock | 218.25K | SH | $53.16M 4.04% | 211.07K | 0.00 | 7.18K |
Palo Alto NetworksOTR | Stock | 247.62K | SH | $50.42M 3.84% | 242.83K | 0.00 | 4.79K |
VisaOTR | Stock | 141.05K | SH | $48.15M 3.66% | 134.61K | 0.00 | 6.44K |
AmazonOTR | Stock | 214.23K | SH | $47.04M 3.58% | 204.51K | 0.00 | 9.72K |
Booking HoldingsOTR | Stock | 7.76K | SH | $41.90M 3.19% | 7.62K | 0.00 | 145.00 |
Alphabet Cl AOTR | Stock | 162.42K | SH | $39.49M 3.00% | 155.12K | 0.00 | 7.30K |
Berkshire Hathaway BOTR | Stock | 76.40K | SH | $38.41M 2.92% | 75.86K | 0.00 | 535.00 |
NVIDIAOTR | Stock | 189.38K | SH | $35.33M 2.69% | 177.26K | 0.00 | 12.12K |
ResMedSOLE | Stock | 124.06K | SH | $33.96M 2.58% | 121.35K | 0.00 | 2.71K |
Deere & CoOTR | Stock | 67.08K | SH | $30.67M 2.33% | 66.03K | 0.00 | 1.05K |
Uber TechnologiesOTR | Stock | 296.43K | SH | $29.04M 2.21% | 290.39K | 0.00 | 6.04K |
IQVIA HoldingsSOLE | Stock | 133.65K | SH | $25.39M 1.93% | 132.30K | 0.00 | 1.35K |
Jacobs SolutionsOTR | Stock | 163.60K | SH | $24.52M 1.87% | 163.19K | 0.00 | 411.00 |
MicrosoftOTR | Stock | 47.09K | SH | $24.39M 1.86% | 42.18K | 0.00 | 4.90K |
Schwab Fundamental U.S. Large Company ETFDFND | ETF | 757.85K | SH | $19.93M 1.52% | 630.03K | 0.00 | 127.82K |
Becton DickinsonOTR | Stock | 95.94K | SH | $17.96M 1.37% | 95.58K | 0.00 | 364.00 |
Air ProductsOTR | Stock | 65.75K | SH | $17.93M 1.36% | 64.76K | 0.00 | 985.00 |
PepsiCoOTR | Stock | 124.47K | SH | $17.48M 1.33% | 122.54K | 0.00 | 1.93K |
Regeneron PharmaceuticalsOTR | Stock | 29.73K | SH | $16.71M 1.27% | 29.06K | 0.00 | 669.00 |
Walt Disney CompanyOTR | Stock | 141.23K | SH | $16.17M 1.23% | 139.08K | 0.00 | 2.15K |
StarbucksOTR | Stock | 182.02K | SH | $15.40M 1.17% | 179.88K | 0.00 | 2.14K |
Vanguard S&P 500 Index Fd ETFDFND | ETF | 24.55K | SH | $15.04M 1.14% | 15.30K | 0.00 | 9.25K |
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