WASHINGTON TRUST ADVISORS, INC.

PrivateCIK: 1900099

Location

WELLESLEY, MA

700

Positions

$1.40B

Total AUM (reported)

9.23M

Total Shares

Allocation by class

STOCK$1.19B85.1%

ETF$185.24M13.2%

REIT$13.79M1.0%

ADR$9.14M0.7%

CEF$450.3K0.0%

Portfolio Concentration

Top 3$260.66M18.6%

4–10$343.85M24.6%

11–25$329.53M23.5%

Rest$465.55M33.3%

Top 3 weight

18.6%

Top 10 weight

43.2%

Voting Authority Distribution

Total shares with voting rights: 9.23M

Sole

Full voting authority

7.77M

% of voting shares84.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.46M

% of voting shares15.8%

Investment Discretion (by position count)

Sole290

Shared0

Other410

Dominant voting typeSole · 84.2% of voting shares

Institutional Holdings700

Rows:

Quanta Services

OTR

Stock

Shares138.83K

TypeSH

Market value$89.20M

6.37%

Sole

134.87K

Shared

0.00

None

3.96K

Apple

OTR

Stock

Shares261.41K

TypeSH

Market value$87.06M

6.22%

Sole

248.73K

Shared

0.00

None

12.68K

Palo Alto Networks

OTR

Stock

Shares212.45K

TypeSH

Market value$84.41M

6.03%

Sole

208.69K

Shared

0.00

None

3.76K

Alphabet Cl C

OTR

Stock

Shares197.68K

TypeSH

Market value$67.36M

4.81%

Sole

190.64K

Shared

0.00

None

7.03K

Alphabet Cl A

OTR

Stock

Shares147.96K

TypeSH

Market value$50.91M

3.64%

Sole

140.68K

Shared

0.00

None

7.28K

Meta Platforms

OTR

Stock

Shares67.74K

TypeSH

Market value$49.13M

3.51%

Sole

65.49K

Shared

0.00

None

2.26K

Amazon

OTR

Stock

Shares196.94K

TypeSH

Market value$49.07M

3.51%

Sole

187.82K

Shared

0.00

None

9.12K

Visa

OTR

Stock

Shares128.98K

TypeSH

Market value$46.35M

3.31%

Sole

123.76K

Shared

0.00

None

5.22K

NVIDIA

OTR

Stock

Shares188.08K

TypeSH

Market value$42.95M

3.07%

Sole

175.91K

Shared

0.00

None

12.17K

Deere & Co

OTR

Stock

Shares56.72K

TypeSH

Market value$38.09M

2.72%

Sole

55.84K

Shared

0.00

None

873.00

Berkshire Hathaway B

OTR

Stock

Shares64.88K

TypeSH

Market value$32.30M

2.31%

Sole

64.17K

Shared

0.00

None

702.00

IQVIA Holdings

OTR

Stock

Shares116.19K

TypeSH

Market value$31.24M

2.23%

Sole

115.09K

Shared

0.00

None

1.10K

Booking Holdings

OTR

Stock

Shares178.72K

TypeSH

Market value$29.12M

2.08%

Sole

175.52K

Shared

0.00

None

3.20K

Microsoft

OTR

Stock

Shares51.36K

TypeSH

Market value$26.34M

1.88%

Sole

47.40K

Shared

0.00

None

3.96K

ResMed

OTR

Stock

Shares115.50K

TypeSH

Market value$25.54M

1.82%

Sole

113.29K

Shared

0.00

None

2.21K

Schwab Fundamental U.S. Large Company ETF

DFND

ETF

Shares737.61K

TypeSH

Market value$23.21M

1.66%

Sole

616.81K

Shared

0.00

None

120.80K

Vanguard S&P 500 Index Fd ETF

DFND

ETF

Shares31.05K

TypeSH

Market value$21.76M

1.55%

Sole

22.05K

Shared

0.00

None

8.99K

Jacobs Solutions

OTR

Stock

Shares152.31K

TypeSH

Market value$20.60M

1.47%

Sole

151.73K

Shared

0.00

None

583.00

Regeneron Pharmaceuticals

OTR

Stock

Shares25.82K

TypeSH

Market value$19.58M

1.40%

Sole

25.24K

Shared

0.00

None

579.00

Uber Technologies

OTR

Stock

Shares275.53K

TypeSH

Market value$18.88M

1.35%

Sole

271.57K

Shared

0.00

None

3.96K

Snowflake

SOLE

Stock

Shares53.52K

TypeSH

Market value$18.17M

1.30%

Sole

53.23K

Shared

0.00

None

287.00

Becton Dickinson

OTR

Stock

Shares95.50K

TypeSH

Market value$17.09M

1.22%

Sole

95.14K

Shared

0.00

None

360.00

Zebra Tech

SOLE

Stock

Shares42.70K

TypeSH

Market value$15.94M

1.14%

Sole

42.48K

Shared

0.00

None

222.00

Starbucks

OTR

Stock

Shares160.58K

TypeSH

Market value$15.09M

1.08%

Sole

158.29K

Shared

0.00

None

2.29K

PepsiCo

OTR

Stock

Shares115.74K

TypeSH

Market value$14.67M

1.05%

Sole

114.60K

Shared

0.00

None

1.13K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Quanta ServicesOTR	Stock	138.83K	SH	$89.20M 6.37%	134.87K	3.96K
AppleOTR	Stock	261.41K	SH	$87.06M 6.22%	248.73K	12.68K
Palo Alto NetworksOTR	Stock	212.45K	SH	$84.41M 6.03%	208.69K	3.76K
Alphabet Cl COTR	Stock	197.68K	SH	$67.36M 4.81%	190.64K	7.03K
Alphabet Cl AOTR	Stock	147.96K	SH	$50.91M 3.64%	140.68K	7.28K
Meta PlatformsOTR	Stock	67.74K	SH	$49.13M 3.51%	65.49K	2.26K
AmazonOTR	Stock	196.94K	SH	$49.07M 3.51%	187.82K	9.12K
VisaOTR	Stock	128.98K	SH	$46.35M 3.31%	123.76K	5.22K
NVIDIAOTR	Stock	188.08K	SH	$42.95M 3.07%	175.91K	12.17K
Deere & CoOTR	Stock	56.72K	SH	$38.09M 2.72%	55.84K	873.00
Berkshire Hathaway BOTR	Stock	64.88K	SH	$32.30M 2.31%	64.17K	702.00
IQVIA HoldingsOTR	Stock	116.19K	SH	$31.24M 2.23%	115.09K	1.10K
Booking HoldingsOTR	Stock	178.72K	SH	$29.12M 2.08%	175.52K	3.20K
MicrosoftOTR	Stock	51.36K	SH	$26.34M 1.88%	47.40K	3.96K
ResMedOTR	Stock	115.50K	SH	$25.54M 1.82%	113.29K	2.21K
Schwab Fundamental U.S. Large Company ETFDFND	ETF	737.61K	SH	$23.21M 1.66%	616.81K	120.80K
Vanguard S&P 500 Index Fd ETFDFND	ETF	31.05K	SH	$21.76M 1.55%	22.05K	8.99K
Jacobs SolutionsOTR	Stock	152.31K	SH	$20.60M 1.47%	151.73K	583.00
Regeneron PharmaceuticalsOTR	Stock	25.82K	SH	$19.58M 1.40%	25.24K	579.00
Uber TechnologiesOTR	Stock	275.53K	SH	$18.88M 1.35%	271.57K	3.96K
SnowflakeSOLE	Stock	53.52K	SH	$18.17M 1.30%	53.23K	287.00
Becton DickinsonOTR	Stock	95.50K	SH	$17.09M 1.22%	95.14K	360.00
Zebra TechSOLE	Stock	42.70K	SH	$15.94M 1.14%	42.48K	222.00
StarbucksOTR	Stock	160.58K	SH	$15.09M 1.08%	158.29K	2.29K
PepsiCoOTR	Stock	115.74K	SH	$14.67M 1.05%	114.60K	1.13K

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