WASHINGTON TRUST ADVISORS, INC.

PrivateCIK: 1900099

Location

WELLESLEY, MA

684

Positions

$1.24B

Total AUM (reported)

8.93M

Total Shares

Allocation by class

STOCK$1.05B84.8%

ETF$161.98M13.1%

REIT$18.27M1.5%

ADR$7.55M0.6%

CEF$334.5K0.0%

Portfolio Concentration

Top 3$217.62M17.6%

4–10$279.17M22.6%

11–25$308.86M25.0%

Rest$431.12M34.9%

Top 3 weight

17.6%

Top 10 weight

40.2%

Voting Authority Distribution

Total shares with voting rights: 8.93M

Sole

Full voting authority

7.56M

% of voting shares84.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.38M

% of voting shares15.4%

Investment Discretion (by position count)

Sole279

Shared0

Other405

Dominant voting typeSole · 84.6% of voting shares

Institutional Holdings684

Rows:

Quanta Services

OTR

Stock

Shares157.96K

TypeSH

Market value$86.72M

7.01%

Sole

153.97K

Shared

0.00

None

3.99K

Apple

OTR

Stock

Shares280.81K

TypeSH

Market value$71.27M

5.76%

Sole

265.65K

Shared

0.00

None

15.17K

Alphabet Cl C

OTR

Stock

Shares207.85K

TypeSH

Market value$59.63M

4.82%

Sole

200.84K

Shared

0.00

None

7.02K

Alphabet Cl A

OTR

Stock

Shares156.16K

TypeSH

Market value$44.91M

3.63%

Sole

148.59K

Shared

0.00

None

7.57K

Amazon

OTR

Stock

Shares207.55K

TypeSH

Market value$43.23M

3.50%

Sole

197.95K

Shared

0.00

None

9.60K

Visa

OTR

Stock

Shares135.92K

TypeSH

Market value$41.08M

3.32%

Sole

129.46K

Shared

0.00

None

6.45K

Meta Platforms

OTR

Stock

Shares71.75K

TypeSH

Market value$41.05M

3.32%

Sole

69.57K

Shared

0.00

None

2.18K

Palo Alto Networks

OTR

Stock

Shares243.48K

TypeSH

Market value$39.04M

3.16%

Sole

238.40K

Shared

0.00

None

5.08K

Deere & Co

OTR

Stock

Shares63.63K

TypeSH

Market value$35.84M

2.90%

Sole

62.58K

Shared

0.00

None

1.05K

Berkshire Hathaway B

OTR

Stock

Shares71.02K

TypeSH

Market value$34.03M

2.75%

Sole

70.38K

Shared

0.00

None

639.00

Booking Holdings

OTR

Stock

Shares7.53K

TypeSH

Market value$31.71M

2.56%

Sole

7.38K

Shared

0.00

None

152.00

NVIDIA

OTR

Stock

Shares178.43K

TypeSH

Market value$31.12M

2.52%

Sole

167.19K

Shared

0.00

None

11.24K

ResMed

OTR

Stock

Shares119.82K

TypeSH

Market value$26.90M

2.17%

Sole

117.10K

Shared

0.00

None

2.72K

Regeneron Pharmaceuticals

OTR

Stock

Shares28.73K

TypeSH

Market value$22.20M

1.80%

Sole

28.07K

Shared

0.00

None

670.00

IQVIA Holdings

OTR

Stock

Shares128.77K

TypeSH

Market value$21.96M

1.78%

Sole

127.31K

Shared

0.00

None

1.46K

Schwab Fundamental U.S. Large Company ETF

DFND

ETF

Shares739.59K

TypeSH

Market value$20.60M

1.67%

Sole

618.27K

Shared

0.00

None

121.32K

Uber Technologies

OTR

Stock

Shares286.24K

TypeSH

Market value$20.59M

1.66%

Sole

281.51K

Shared

0.00

None

4.73K

Jacobs Solutions

OTR

Stock

Shares157.37K

TypeSH

Market value$20.03M

1.62%

Sole

156.81K

Shared

0.00

None

552.00

Microsoft

OTR

Stock

Shares51.37K

TypeSH

Market value$19.02M

1.54%

Sole

47.56K

Shared

0.00

None

3.81K

PepsiCo

OTR

Stock

Shares118.36K

TypeSH

Market value$18.38M

1.49%

Sole

116.81K

Shared

0.00

None

1.56K

Vanguard S&P 500 Index Fd ETF

DFND

ETF

Shares27.80K

TypeSH

Market value$16.61M

1.34%

Sole

18.94K

Shared

0.00

None

8.86K

Brookfield Renewable Corp

SOLE

Stock

Shares392.81K

TypeSH

Market value$15.65M

1.27%

Sole

390.25K

Shared

0.00

None

2.56K

Starbucks

OTR

Stock

Shares171.82K

TypeSH

Market value$15.39M

1.24%

Sole

169.53K

Shared

0.00

None

2.29K

Becton Dickinson

OTR

Stock

Shares96.03K

TypeSH

Market value$15.10M

1.22%

Sole

95.58K

Shared

0.00

None

448.00

Exxon Mobil

OTR

Stock

Shares80.21K

TypeSH

Market value$13.61M

1.10%

Sole

76.02K

Shared

0.00

None

4.19K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Quanta ServicesOTR	Stock	157.96K	SH	$86.72M 7.01%	153.97K	3.99K
AppleOTR	Stock	280.81K	SH	$71.27M 5.76%	265.65K	15.17K
Alphabet Cl COTR	Stock	207.85K	SH	$59.63M 4.82%	200.84K	7.02K
Alphabet Cl AOTR	Stock	156.16K	SH	$44.91M 3.63%	148.59K	7.57K
AmazonOTR	Stock	207.55K	SH	$43.23M 3.50%	197.95K	9.60K
VisaOTR	Stock	135.92K	SH	$41.08M 3.32%	129.46K	6.45K
Meta PlatformsOTR	Stock	71.75K	SH	$41.05M 3.32%	69.57K	2.18K
Palo Alto NetworksOTR	Stock	243.48K	SH	$39.04M 3.16%	238.40K	5.08K
Deere & CoOTR	Stock	63.63K	SH	$35.84M 2.90%	62.58K	1.05K
Berkshire Hathaway BOTR	Stock	71.02K	SH	$34.03M 2.75%	70.38K	639.00
Booking HoldingsOTR	Stock	7.53K	SH	$31.71M 2.56%	7.38K	152.00
NVIDIAOTR	Stock	178.43K	SH	$31.12M 2.52%	167.19K	11.24K
ResMedOTR	Stock	119.82K	SH	$26.90M 2.17%	117.10K	2.72K
Regeneron PharmaceuticalsOTR	Stock	28.73K	SH	$22.20M 1.80%	28.07K	670.00
IQVIA HoldingsOTR	Stock	128.77K	SH	$21.96M 1.78%	127.31K	1.46K
Schwab Fundamental U.S. Large Company ETFDFND	ETF	739.59K	SH	$20.60M 1.67%	618.27K	121.32K
Uber TechnologiesOTR	Stock	286.24K	SH	$20.59M 1.66%	281.51K	4.73K
Jacobs SolutionsOTR	Stock	157.37K	SH	$20.03M 1.62%	156.81K	552.00
MicrosoftOTR	Stock	51.37K	SH	$19.02M 1.54%	47.56K	3.81K
PepsiCoOTR	Stock	118.36K	SH	$18.38M 1.49%	116.81K	1.56K
Vanguard S&P 500 Index Fd ETFDFND	ETF	27.80K	SH	$16.61M 1.34%	18.94K	8.86K
Brookfield Renewable CorpSOLE	Stock	392.81K	SH	$15.65M 1.27%	390.25K	2.56K
StarbucksOTR	Stock	171.82K	SH	$15.39M 1.24%	169.53K	2.29K
Becton DickinsonOTR	Stock	96.03K	SH	$15.10M 1.22%	95.58K	448.00
Exxon MobilOTR	Stock	80.21K	SH	$13.61M 1.10%	76.02K	4.19K

Page 1 of 28

…