$975 Million is the total value of Washington Trust Advisors, Inc.'s 882 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 26.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BDX | Buy | BECTON DICKINSON & CO | $24,957,195 | -2.0% | 96,535 | +0.1% | 2.56% | +3.7% |
| RMD | Buy | RESMED INC | $20,207,027 | -28.8% | 136,654 | +5.3% | 2.07% | -24.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $19,769,134 | -4.8% | 69,757 | +0.6% | 2.03% | +0.8% |
| APTV | Buy | APTIV PLC | $12,188,683 | -2.9% | 123,630 | +0.5% | 1.25% | +2.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $9,752,544 | -14.9% | 59,304 | +0.4% | 1.00% | -9.9% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $9,702,308 | -14.0% | 405,276 | +13.3% | 1.00% | -9.0% |
| VEEV | Buy | VEEVA SYS INC | $8,466,979 | +4.5% | 41,617 | +1.6% | 0.87% | +10.7% |
| ECL | Buy | ECOLAB INC | $7,983,145 | -7.6% | 47,126 | +1.9% | 0.82% | -2.2% |
| MSGE | Buy | SPHERE ENTERTAINMENT COcl a | $6,855,649 | +41.8% | 184,490 | +4.5% | 0.70% | +50.1% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $5,043,584 | -26.5% | 72,800 | +0.1% | 0.52% | -22.1% |
| MTN | Buy | VAIL RESORTS INC | $5,036,903 | -11.0% | 22,700 | +1.0% | 0.52% | -5.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,699,673 | +0.6% | 32,407 | +0.9% | 0.48% | +6.4% |
| CHWY | Buy | CHEWY INCcl a | $4,440,413 | -33.1% | 243,177 | +44.7% | 0.46% | -29.1% |
| ABBV | Buy | ABBVIE INC | $2,500,184 | +10.8% | 16,773 | +0.1% | 0.26% | +17.4% |
| HD | Buy | HOME DEPOT INC | $2,186,159 | -1.6% | 7,235 | +1.2% | 0.22% | +4.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $2,009,363 | +5.1% | 29,155 | +10.5% | 0.21% | +11.4% |
| PFE | Buy | PFIZER INC | $1,865,088 | -2.0% | 56,228 | +8.4% | 0.19% | +3.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,219,300 | +10.5% | 4,584 | +14.3% | 0.12% | +16.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,092,960 | +19.2% | 2,545 | +23.7% | 0.11% | +25.8% |
| MRK | Buy | MERCK & CO INC | $1,007,828 | -10.6% | 9,789 | +0.2% | 0.10% | -5.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,007,929 | -6.5% | 6,756 | +9.1% | 0.10% | -1.9% |
| UNP | Buy | UNION PAC CORP | $942,084 | +0.2% | 4,626 | +0.7% | 0.10% | +6.6% |
| CAT | Buy | CATERPILLAR INC | $882,358 | +16.6% | 3,232 | +5.1% | 0.09% | +24.7% |
| CSWI | Buy | CSW INDUSTRIALS INC | $858,676 | +2483.4% | 4,900 | +2350.0% | 0.09% | +2833.3% |
| RTX | Buy | RTX CORPORATION | $815,061 | -24.9% | 11,325 | +2.3% | 0.08% | -20.0% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $708,360 | +514.8% | 22,653 | +561.6% | 0.07% | +563.6% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $673,173 | +6.3% | 1,335 | +1.4% | 0.07% | +13.1% |
| EQIX | Buy | EQUINIX INC | $652,909 | -5.2% | 899 | +2.3% | 0.07% | 0.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $616,198 | +8.0% | 1,217 | +11.2% | 0.06% | +14.5% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $532,221 | -9.2% | 9,170 | +0.1% | 0.06% | -3.5% |
| CRM | Buy | SALESFORCE INC | $514,407 | -2.3% | 2,537 | +1.8% | 0.05% | +3.9% |
| PEN | New | PENUMBRA INC | $500,996 | – | 2,071 | +100.0% | 0.05% | – |
| QCOM | Buy | QUALCOMM INC | $475,338 | -2.5% | 4,280 | +4.5% | 0.05% | +4.3% |
| BA | Buy | BOEING CO | $433,225 | +6.6% | 2,260 | +17.4% | 0.04% | +12.8% |
| HON | Buy | HONEYWELL INTL INC | $420,099 | -6.4% | 2,274 | +5.2% | 0.04% | 0.0% |
| NOW | Buy | SERVICENOW INC | $416,904 | -0.0% | 746 | +0.5% | 0.04% | +7.5% |
| FELE | New | FRANKLIN ELEC INC | $410,458 | – | 4,600 | +100.0% | 0.04% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $405,783 | +7.4% | 5,847 | +12.9% | 0.04% | +13.5% |
| INGR | Buy | INGREDION INC | $372,838 | +201.0% | 3,789 | +224.1% | 0.04% | +216.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $298,099 | +10.8% | 6,723 | +3.8% | 0.03% | +19.2% |
| WFC | Buy | WELLS FARGO CO NEW | $288,064 | +42.1% | 7,050 | +48.4% | 0.03% | +50.0% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $296,441 | +116.6% | 10,083 | +168.9% | 0.03% | +130.8% |
| AVGO | Buy | BROADCOM INC | $238,961 | +78.6% | 288 | +87.0% | 0.02% | +92.3% |
| AROW | Buy | ARROW FINL CORP | $241,855 | -13.0% | 14,210 | +3.0% | 0.02% | -7.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $239,280 | +233.1% | 524 | +249.3% | 0.02% | +257.1% |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $242,173 | +5.3% | 1,668 | +0.6% | 0.02% | +13.6% |
| TMUS | Buy | T-MOBILE US INC | $235,004 | +3.8% | 1,678 | +2.9% | 0.02% | +9.1% |
| MTX | Buy | MINERALS TECHNOLOGIES INC | $202,612 | +778.0% | 3,700 | +825.0% | 0.02% | +950.0% |
| AMP | Buy | AMERIPRISE FINL INC | $200,446 | +34.7% | 608 | +35.7% | 0.02% | +50.0% |
| ALL | Buy | ALLSTATE CORP | $191,626 | +15.6% | 1,720 | +13.2% | 0.02% | +25.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $189,909 | +227.5% | 1,847 | +262.9% | 0.02% | +216.7% |
| FISV | Buy | FISERV INC | $178,930 | -9.7% | 1,584 | +0.9% | 0.02% | -5.3% |
| ENB | Buy | ENBRIDGE INC | $172,296 | -9.3% | 5,137 | +0.5% | 0.02% | 0.0% |
| Buy | BROOKFIELD ASSET MANAGMT LTD | $164,200 | +7299.7% | 4,925 | +7142.6% | 0.02% | – | |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $166,294 | -4.5% | 1,875 | +10.9% | 0.02% | 0.0% |
| MDT | Buy | MEDTRONIC PLC | $164,714 | -4.7% | 2,102 | +7.1% | 0.02% | 0.0% |
| NTR | New | NUTRIEN LTD | $165,270 | – | 2,676 | +100.0% | 0.02% | – |
| BAC | Buy | BANK AMERICA CORP | $152,737 | -4.5% | 5,578 | +0.1% | 0.02% | 0.0% |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $156,550 | +14.1% | 7,201 | +54.8% | 0.02% | +23.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $144,397 | +255.3% | 817 | +276.5% | 0.02% | +275.0% |
| NFLX | Buy | NETFLIX INC | $139,514 | -5.1% | 369 | +10.5% | 0.01% | 0.0% |
| NI | Buy | NISOURCE INC | $133,495 | -6.1% | 5,409 | +4.0% | 0.01% | 0.0% |
| SRE | Buy | SEMPRA | $122,318 | -5.5% | 1,798 | +102.2% | 0.01% | 0.0% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $119,100 | +1163.5% | 2,269 | +1219.2% | 0.01% | +1100.0% |
| SYK | Buy | STRYKER CORPORATION | $113,682 | +2.1% | 416 | +14.0% | 0.01% | +9.1% |
| CSWC | Buy | CAPITAL SOUTHWEST CORP | $114,500 | +58.0% | 5,000 | +36.1% | 0.01% | +71.4% |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $112,068 | -2.9% | 3,300 | +900.0% | 0.01% | 0.0% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $105,993 | -10.2% | 3,331 | +362.0% | 0.01% | 0.0% |
| EIX | Buy | EDISON INTL | $108,480 | -8.5% | 1,714 | +0.4% | 0.01% | 0.0% |
| ADSK | Buy | AUTODESK INC | $105,938 | +1.7% | 512 | +0.6% | 0.01% | +10.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $102,318 | -2.6% | 2,399 | +1.7% | 0.01% | 0.0% |
| WDAY | Buy | WORKDAY INCcl a | $95,609 | +26.7% | 445 | +33.2% | 0.01% | +42.9% |
| DTE | Buy | DTE ENERGY CO | $83,798 | -1.0% | 844 | +9.8% | 0.01% | +12.5% |
| SNA | New | SNAP ON INC | $89,271 | – | 350 | +100.0% | 0.01% | – |
| ADBE | Buy | ADOBE INC | $83,114 | +38.2% | 163 | +32.5% | 0.01% | +50.0% |
| ASML | Buy | ASML HOLDING N V | $80,981 | -8.4% | 138 | +13.1% | 0.01% | -11.1% |
| CW | Buy | CURTISS WRIGHT CORP | $81,877 | +6.6% | 419 | +0.2% | 0.01% | +14.3% |
| CNQ | Buy | CANADIAN NAT RES LTD | $73,466 | +288.6% | 1,136 | +238.1% | 0.01% | +300.0% |
| TJX | Buy | TJX COS INC NEW | $81,192 | +53.7% | 913 | +46.5% | 0.01% | +60.0% |
| INTU | Buy | INTUIT | $63,743 | +13.8% | 125 | +2.5% | 0.01% | +40.0% |
| GILD | Buy | GILEAD SCIENCES INC | $64,824 | +4.2% | 865 | +7.2% | 0.01% | +16.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $61,796 | +154.4% | 480 | +162.3% | 0.01% | +200.0% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $55,229 | +1.0% | 1,046 | +3.5% | 0.01% | +20.0% |
| ADI | Buy | ANALOG DEVICES INC | $58,310 | -10.0% | 333 | +0.3% | 0.01% | 0.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $55,119 | -2.4% | 338 | +4.0% | 0.01% | +20.0% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $46,835 | +5.1% | 324 | +42.7% | 0.01% | +25.0% |
| COP | Buy | CONOCOPHILLIPS | $52,952 | +259.9% | 442 | +211.3% | 0.01% | +400.0% |
| GIS | Buy | GENERAL MLS INC | $52,472 | +113.8% | 820 | +156.2% | 0.01% | +150.0% |
| New | GSK PLCsponsored adr | $52,780 | – | 1,456 | +100.0% | 0.01% | – | |
| IDXX | Buy | IDEXX LABS INC | $45,594 | +5.6% | 104 | +20.9% | 0.01% | +25.0% |
| IYF | New | ISHARES TRu.s. finls etf | $48,594 | – | 650 | +100.0% | 0.01% | – |
| JEF | New | JEFFERIES FINL GROUP INC | $45,129 | – | 1,232 | +100.0% | 0.01% | – |
| L | New | LOEWS CORP | $50,648 | – | 800 | +100.0% | 0.01% | – |
| LULU | Buy | LULULEMON ATHLETICA INC | $45,377 | +12.2% | 118 | +10.3% | 0.01% | +25.0% |
| NVO | Buy | NOVO-NORDISK A Sadr | $47,653 | +12.4% | 524 | +100.0% | 0.01% | +25.0% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $45,020 | -10.3% | 457 | +0.9% | 0.01% | 0.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $50,525 | +161.0% | 331 | +200.9% | 0.01% | +150.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $42,684 | -3.9% | 190 | +3.8% | 0.00% | 0.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $43,461 | +538.9% | 354 | +555.6% | 0.00% | +300.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $38,591 | +8.9% | 42 | +13.5% | 0.00% | +33.3% |
| SYY | Buy | SYSCO CORP | $35,272 | +14.5% | 534 | +28.7% | 0.00% | +33.3% |
| BKR | Buy | BAKER HUGHES COMPANYcl a | $40,728 | +16.9% | 1,153 | +4.6% | 0.00% | +33.3% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $37,354 | -20.7% | 702 | +1.6% | 0.00% | -20.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $33,420 | +204.3% | 352 | +214.3% | 0.00% | +200.0% |
| MET | Buy | METLIFE INC | $25,416 | +23.2% | 404 | +10.7% | 0.00% | +50.0% |
| WAB | New | WABTEC | $33,688 | – | 317 | +100.0% | 0.00% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $24,464 | +43.1% | 1,100 | +83.3% | 0.00% | +50.0% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $33,008 | +74.5% | 934 | +125.1% | 0.00% | +50.0% |
| Buy | HALEON PLCspon ads | $24,658 | +350.5% | 2,960 | +353.3% | 0.00% | +200.0% | |
| SAP | Buy | SAP SEspon adr | $19,092 | +1.9% | 148 | +8.0% | 0.00% | 0.0% |
| VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $15,626 | -4.6% | 166 | +0.6% | 0.00% | 0.0% |
| IAC | New | IAC INC | $15,117 | – | 300 | +100.0% | 0.00% | – |
| BX | New | BLACKSTONE INC | $22,393 | – | 209 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INC | $16,301 | – | 69 | +100.0% | 0.00% | – |
| New | GXO LOGISTICS INCORPORATED | $19,590 | – | 334 | +100.0% | 0.00% | – | |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $24,303 | +651.0% | 228 | +533.3% | 0.00% | – |
| PINS | Buy | PINTEREST INCcl a | $19,164 | +2.1% | 709 | +3.4% | 0.00% | 0.0% |
| PXD | Buy | PIONEER NAT RES CO | $17,100 | +21.4% | 74 | +8.8% | 0.00% | +100.0% |
| EDR | Buy | ENDEAVOR GROUP HLDGS INC | $15,821 | -15.9% | 795 | +1.1% | 0.00% | 0.0% |
| EOG | Buy | EOG RES INC | $19,268 | +53.1% | 152 | +38.2% | 0.00% | +100.0% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $19,140 | +379.8% | 848 | +398.8% | 0.00% | – |
| DXCM | New | DEXCOM INC | $14,888 | – | 160 | +100.0% | 0.00% | – |
| Buy | KENVUE INC | $18,293 | +205.0% | 911 | +301.3% | 0.00% | +100.0% | |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $17,376 | -7.4% | 321 | +2.2% | 0.00% | 0.0% |
| COTY | Buy | COTY INC | $15,095 | -9.4% | 1,376 | +1.5% | 0.00% | 0.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $21,784 | +12.0% | 198 | +15.1% | 0.00% | 0.0% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $10,320 | +329.3% | 113 | +276.7% | 0.00% | – |
| AVTR | Buy | AVANTOR INC | $5,502 | +12.5% | 261 | +9.7% | 0.00% | – |
| New | LIBERTY MEDIA CORP DEL | $9,266 | – | 149 | +100.0% | 0.00% | – | |
| AVY | New | AVERY DENNISON CORP | $13,518 | – | 74 | +100.0% | 0.00% | – |
| GM | Buy | GENERAL MTRS CO | $12,265 | -11.9% | 372 | +3.0% | 0.00% | 0.0% |
| New | LIBERTY MEDIA CORP DEL | $7,002 | – | 275 | +100.0% | 0.00% | – | |
| PRVA | Buy | PRIVIA HEALTH GROUP INC | $6,463 | +8.1% | 281 | +22.7% | 0.00% | 0.0% |
| KKR | New | KKR & CO INC | $10,780 | – | 175 | +100.0% | 0.00% | – |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $14,577 | +206.6% | 176 | +238.5% | 0.00% | – |
| New | TKO GROUP HOLDINGS INCcl a | $12,441 | – | 148 | +100.0% | 0.00% | – | |
| REZI | Buy | RESIDEO TECHNOLOGIES INC | $5,072 | -1.0% | 321 | +10.7% | 0.00% | – |
| DOCS | Buy | DOXIMITY INCcl a | $5,784 | -34.2% | 273 | +5.4% | 0.00% | 0.0% |
| GMAB | New | GENMAB A/Ssponsored ads | $5,891 | – | 167 | +100.0% | 0.00% | – |
| TPR | Buy | TAPESTRY INC | $11,213 | +1.5% | 390 | +51.2% | 0.00% | 0.0% |
| NEM | Buy | NEWMONT CORP | $12,416 | +33.5% | 336 | +54.1% | 0.00% | 0.0% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $5,714 | +15.8% | 14 | +16.7% | 0.00% | – |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $10,441 | +24.2% | 118 | +21.6% | 0.00% | 0.0% |
| KDP | Buy | KEURIG DR PEPPER INC | $8,588 | +27.1% | 272 | +25.9% | 0.00% | 0.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $5,888 | -12.1% | 44 | +10.0% | 0.00% | 0.0% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $9,441 | -5.9% | 227 | +8.1% | 0.00% | 0.0% |
| WING | Buy | WINGSTOP INC | $8,093 | +18.9% | 45 | +32.4% | 0.00% | 0.0% |
| MOH | Buy | MOLINA HEALTHCARE INC | $13,616 | +12.5% | 42 | +5.0% | 0.00% | 0.0% |
| ZI | Buy | ZOOMINFO TECHNOLOGIES INC | $9,906 | +3.8% | 604 | +60.6% | 0.00% | 0.0% |
| LBTYK | New | LIBERTY GLOBAL PLC | $5,717 | – | 308 | +100.0% | 0.00% | – |
| Exit | HILLMAN SOLUTIONS CORP | $0 | – | 0 | +100.0% | 0.00% | – | |
| LBRDA | New | LIBERTY BROADBAND CORP | $2,819 | – | 31 | +100.0% | 0.00% | – |
| New | LIBERTY MEDIA CORP DEL | $2,055 | – | 64 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL | $1,022 | – | 32 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL | $2,545 | – | 45 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL | $3,182 | – | 125 | +100.0% | 0.00% | – | |
| MRVI | Buy | MARAVAI LIFESCIENCES HLDGS I | $2,010 | -4.3% | 201 | +18.9% | 0.00% | – |
| New | HASHICORP INC | $4,772 | – | 209 | +100.0% | 0.00% | – | |
| FITB | Buy | FIFTH THIRD BANCORP | $1,457 | -0.7% | 58 | +3.6% | 0.00% | – |
| EVBG | Buy | EVERBRIDGE INC | $2,073 | -8.3% | 92 | +9.5% | 0.00% | – |
| PSA | Buy | PUBLIC STORAGE | $4,480 | +39.5% | 17 | +54.5% | 0.00% | – |
| Buy | ASPEN TECHNOLOGY INC | $3,561 | +32.8% | 17 | +6.2% | 0.00% | – | |
| RJF | New | RAYMOND JAMES FINL INC | $1,507 | – | 15 | +100.0% | 0.00% | – |
| CBAY | New | CYMABAY THERAPEUTICS INC | $2,282 | – | 153 | +100.0% | 0.00% | – |
| CCK | New | CROWN HLDGS INC | $2,328 | – | 26 | +100.0% | 0.00% | – |
| SXT | Buy | SENSIENT TECHNOLOGIES CORP | $3,566 | +0.3% | 61 | +22.0% | 0.00% | – |
| SLAB | Buy | SILICON LABORATORIES INC | $3,477 | +46.9% | 30 | +100.0% | 0.00% | – |
| SONO | Buy | SONOS INC | $4,235 | +16.3% | 328 | +47.1% | 0.00% | – |
| SUI | Buy | SUN CMNTYS INC | $4,130 | +2.1% | 35 | +12.9% | 0.00% | – |
| TFX | Buy | TELEFLEX INCORPORATED | $3,243 | -4.3% | 17 | +21.4% | 0.00% | – |
| New | CAVA GROUP INC | $2,175 | – | 71 | +100.0% | 0.00% | – | |
| CAE | Buy | CAE INC | $4,554 | +45.3% | 195 | +39.3% | 0.00% | – |
| BIGC | Buy | BIGCOMMERCE HLDGS INC | $3,149 | +57.4% | 319 | +58.7% | 0.00% | – |
| New | ATLANTA BRAVES HLDGS INC | $36 | – | 1 | +100.0% | 0.00% | – | |
| ATKR | Buy | ATKORE INC | $4,856 | +72.0% | 33 | +83.3% | 0.00% | – |
| ARGX | New | ARGENX SEsponsored adr | $3,219 | – | 7 | +100.0% | 0.00% | – |
| New | APOGEE THERAPEUTICS INC | $2,045 | – | 96 | +100.0% | 0.00% | – | |
| RE | New | EVEREST GROUP LTD | $2,459 | – | 7 | +100.0% | 0.00% | – |
| LBTYA | New | LIBERTY GLOBAL PLC | $1,747 | – | 102 | +100.0% | 0.00% | – |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $4,196 | +12.0% | 42 | +27.3% | 0.00% | – |
| New | NOBLE CORP PLC | $2,460 | – | 49 | +100.0% | 0.00% | – | |
| STE | Buy | STERIS PLC | $3,125 | +28.3% | 14 | +27.3% | 0.00% | – |
| New | ODDITY TECH LTD | $1,985 | – | 70 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 6.6% |
| QUANTA SVCS INC | 8 | Q3 2023 | 4.7% |
| ALPHABET INC | 8 | Q3 2023 | 3.5% |
| VISA INC | 8 | Q3 2023 | 3.7% |
| PALO ALTO NETWORKS INC | 8 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.8% |
| IQVIA HLDGS INC | 8 | Q3 2023 | 3.4% |
| AMAZON COM INC | 8 | Q3 2023 | 3.1% |
| DEERE & CO | 8 | Q3 2023 | 3.6% |
| RESMED INC | 8 | Q3 2023 | 3.0% |
View Washington Trust Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-27 |
| 13F-HR/A | 2023-05-11 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-11 |
View Washington Trust Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.