Titelia

Holdings of Washington Trust Advisors, Inc.

608 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 41.3 % of the equity sleeve

Sector breakdown

  • Technology 16.4 %
  • Industrials 14.3 %
  • Communication 13.3 %
  • Health care 11.1 %
  • Financials 8.9 %
  • Consumer discretionary 8.6 %
  • Consumer staples 3.2 %
  • Funds 2.2 %
  • Materials 1.9 %
  • Energy 1.8 %
  • Real estate 0.9 %
  • Utilities 0.2 %
  • Unattributed 17.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • NL 0.5 %
  • GB 0.1 %
  • DK 0.0 %
  • MX 0.0 %
  • TW 0.0 %
  • ES 0.0 %
  • ID 0.0 %
  • KY 0.0 %
  • IN 0.0 %
  • IL 0.0 %
  • IE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5901.2B $99.39 %
2NL26.1M $0.51 %
3GB51M $0.09 %
4DK244.9K $0.00 %
5MX243.8K $0.00 %
6TW129.8K $0.00 %
7ES110.4K $0.00 %
8ID15.7K $0.00 %
9KY15.6K $0.00 %
10IN13.6K $0.00 %
11IL11.9K $0.00 %
12IE11.1K $0.00 %

Positions

RankCompanySharesValueWeight
1Quanta Services Inc 157,96086.7M $
2Apple Inc 280,81471.3M $
3Alphabet Inc 207,85559.6M $
4Alphabet Inc 156,16544.9M $
5Amazon.com Inc 207,55043.2M $
6Visa Inc 135,91741.1M $
7Meta Platforms Inc 71,74541M $
8Palo Alto Networks Inc 243,48339M $
9Deere & Co 63,63035.8M $
10Berkshire Hathaway Inc 71,01534M $
11Booking Holdings Inc 7,53231.7M $
12NVIDIA Corp 178,43331.1M $
13ResMed Inc 119,82426.9M $
14Regeneron Pharmaceuticals, Inc. 28,73522.2M $
15IQVIA Holdings Inc 128,76922M $
16Schwab Fundamental U.S. Large Company ETF 739,59020.6M $
17Uber Technologies Inc 286,23720.6M $
18Jacobs Solutions Inc 157,36620M $
19Microsoft Corp 51,36919M $
20PepsiCo Inc 118,36418.4M $
21Vanguard S&P 500 ETF 27,80216.6M $
22Starbucks Corp 171,81615.4M $
23Becton Dickinson & Co 96,02515.1M $
24Exxon Mobil Corp 80,20913.6M $
25Walt Disney Co/The 134,13512.9M $
26Johnson & Johnson 45,87611.2M $
27Air Products and Chemicals Inc 37,93611M $
28Edwards Lifesciences Corp 133,81510.7M $
29Ecolab Inc 39,91710.6M $
30Sphere Entertainment Co 90,44410.6M $
31Walmart Inc 83,18010.3M $
32S&P Global Inc 22,4669.6M $
33Zebra Technologies Corp 45,2489.5M $
34Schwab Fundamental International Equity Etf 191,3409.4M $
35Snowflake Inc 60,0209.1M $
36Vanguard Growth ETF 20,7079M $
37American Tower Corp 51,4378.9M $
38JPMorgan Chase & Co 29,9928.8M $
39Vanguard Tax-Exempt Bond Index ETF 174,1388.7M $
40Xylem Inc/NY 69,0618.3M $
41Veeva Systems Inc 46,3688.1M $
42Intuitive Surgical Inc 16,9667.8M $
43Chewy Inc 276,7857.5M $
44Vanguard Value ETF 33,8766.6M $
45Kinder Morgan, Inc. 195,8396.6M $
46NIKE Inc 118,4796.3M $
47Penumbra Inc 18,6866.1M $
48ASML Holding NV 4,6446.1M $
49Invitation Homes Inc 236,6445.9M $
50International Business Machines Corp. 20,7925M $
51iShares Trust 62,8615M $
52Vanguard Total Stock Market ETF 15,1474.9M $
53State Street SPDR S&P 500 ETF Trust 6,8554.5M $
54Cisco Systems, Inc. 52,2064.1M $
55Vanguard FTSE Developed Markets ETF 61,4253.9M $
56DFA Dimensional National Municipal Bond ETF 82,0873.9M $
57Waters Corp 13,0313.9M $
58Coca-Cola Co/The 50,7493.9M $
59Berkshire Hathaway Inc 53.6M $
60Vanguard Total Bond Market ETF 48,4783.6M $
61AbbVie Inc 16,3693.6M $
62Vanguard Small-Cap ETF 11,4443M $
63Vanguard Index Funds 15,7022.9M $
64Abbott Laboratories 27,2662.8M $
65Schwab US TIPS ETF 101,6962.7M $
66Tempus AI Inc 59,8192.7M $
67Automatic Data Processing Inc 12,7462.6M $
68Dimensional ETF Trust 35,9152.5M $
69Procter & Gamble Co/The 17,5142.5M $
70Dimensional ETF Trust 70,6562.4M $
71Dimensional ETF Trust 61,1712.2M $
72Home Depot Inc/The 6,6342.2M $
73United Parcel Service Inc 21,2572.1M $
74GE Vernova Inc 2,3722.1M $
75Dimensional ETF Trust 53,0262.1M $
76General Electric Co 7,2662.1M $
77Evercore Inc 6,7832M $
78Align Technology Inc 11,2121.9M $
79Caterpillar Inc 2,6461.9M $
80RTX Corp 9,6451.9M $
81VanEck Merk Gold ETF 41,0931.9M $
82Dimensional International Value ETF 34,2951.8M $
83Globus Medical Inc 20,7561.8M $
84Vanguard Mid-Cap Growth ETF 6,8521.8M $
85American Express Co 5,7851.7M $
86FedEx Corp 4,9011.7M $
87VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 20,4741.6M $
88Lowe's Cos Inc 6,7251.6M $
89Arrowhead Pharmaceuticals Inc 25,2741.6M $
90Dimensional ETF Trust 37,5061.6M $
91Alexandria Real Estate Equities, Inc. 32,3831.5M $
92PayPal Holdings Inc 32,8931.5M $
93Schwab US Dividend Equity ETF 46,1451.4M $
94Thermo Fisher Scientific Inc 2,8701.4M $
95McDonald's Corp. 4,2871.3M $
96Blackrock Inc 1,3261.3M $
97Pfizer Inc 45,2831.3M $
98Dimensional U S Small Cap ETF 16,9391.2M $
99iShares Core S&P Mid-Cap ETF 17,5191.2M $
100Dimensional ETF Trust 30,2951.2M $