Washington Trust Bank Diversified Active

CIK: 0000861787 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $675,930 (100.0% shares, 0.0% debt)

Holdings (170)

PCAR PACCAR INC 22.8%
Value ($000) $154,135 Shares 1,807,400 Est. Cost $27.75 Unrealized +65.6%
MSFT MICROSOFT CORP 4.3%
Value ($000) $29,159 Shares 138,636 Est. Cost $50.69 Unrealized +296.1%
AAPL Apple Inc 4.0%
Value ($000) $27,158 Shares 234,502 Est. Cost $84.79 Unrealized +25.0%
IVV ISHARES 3.1%
Value ($000) $21,053 Shares 62,645 Est. Cost $201.32 Unrealized
AMZN Amazon.com Inc 2.4%
Value ($000) $16,377 Shares 5,201 Est. Cost $92.31 Unrealized +70.8%
AMD ADVANCED MICRO DEV 2.3%
Value ($000) $15,629 Shares 190,618 Est. Cost $53.02 Unrealized +40.0%
ADBE Adobe Inc 1.9%
Value ($000) $13,125 Shares 26,763 Est. Cost $296.23 Unrealized +57.0%
COST Costco Wholesale Corp 1.8%
Value ($000) $12,432 Shares 35,021 Est. Cost $128.09 Unrealized +141.3%
UNH UnitedHealth Group Inc 1.7%
Value ($000) $11,200 Shares 35,923 Est. Cost $113.28 Unrealized +148.2%
TMO Thermo Fisher Scientific Inc 1.6%
Value ($000) $10,739 Shares 24,323 Est. Cost $176.05 Unrealized +131.4%
HD Home Depot Inc/The 1.5%
Value ($000) $10,455 Shares 37,649 Est. Cost $98.98 Unrealized +140.1%
AMAT APPLIED MATERIALS 1.5%
Value ($000) $10,333 Shares 173,820 Est. Cost $30.32 Unrealized +94.2%
ABBV AbbVie Inc 1.5%
Value ($000) $10,186 Shares 116,293 Est. Cost $47.26 Unrealized +61.5%
NKE NIKE INC 1.5%
Value ($000) $10,169 Shares 81,001 Est. Cost $75.55 Unrealized +31.9%
PANW Palo Alto Networks Inc 1.5%
Value ($000) $10,159 Shares 41,506 Est. Cost $37.36 Unrealized +11.3%
V VISA INC 1.5%
Value ($000) $10,047 Shares 50,239 Est. Cost $164.02 Unrealized +17.2%
SBUX STARBUCKS CORP 1.5%
Value ($000) $9,993 Shares 116,314 Est. Cost $43.68 Unrealized +62.1%
PG Procter & Gamble Co/The 1.5%
Value ($000) $9,972 Shares 71,748 Est. Cost $65.46 Unrealized +77.7%
META Facebook Inc 1.4%
Value ($000) $9,677 Shares 36,951 Est. Cost $104.45 Unrealized +145.2%
BRK/A BERKSHIRE HATHAWAY 1.4%
Value ($000) $9,280 Shares 29 Est. Cost $207817.73 Unrealized +47.7%
JPM JPMorgan Chase & Co 1.4%
Value ($000) $9,213 Shares 95,704 Est. Cost $58.60 Unrealized +45.8%
DIS Walt Disney Co/The 1.3%
Value ($000) $9,006 Shares 72,587 Est. Cost $88.23 Unrealized +38.4%
GOOGL ALPHABET INC 1.3%
Value ($000) $8,791 Shares 5,998 Est. Cost $39.68 Unrealized +90.6%
DE Deere & Co 1.3%
Value ($000) $8,674 Shares 39,136 Est. Cost $130.06 Unrealized +38.2%
MDT Medtronic PLC 1.3%
Value ($000) $8,584 Shares 82,603 Est. Cost $60.89 Unrealized +41.6%
ELV Anthem Inc 1.3%
Value ($000) $8,455 Shares 31,477 Est. Cost $173.38 Unrealized +44.2%
AMT American Tower Corp 1.2%
Value ($000) $8,328 Shares 34,450 Est. Cost $112.97 Unrealized +91.8%
USB US BANCORP 1.1%
Value ($000) $7,616 Shares 212,455 Est. Cost $32.58 Unrealized -11.2%
IWR BlackRock Fund Advisors 1.1%
Value ($000) $7,116 Shares 124,023 Est. Cost $73.77 Unrealized
STZ Constellation Brands Inc 1.0%
Value ($000) $7,085 Shares 37,387 Est. Cost $127.82 Unrealized +30.6%
UNP Union Pacific Corp 1.0%
Value ($000) $6,994 Shares 35,527 Est. Cost $142.32 Unrealized +15.8%
PGR PROGRESSIVE CP(OH) 1.0%
Value ($000) $6,855 Shares 72,410 Est. Cost $64.87 Unrealized +17.9%
RSG Republic Services Inc 1.0%
Value ($000) $6,736 Shares 72,153 Est. Cost $45.50 Unrealized +82.5%
NEE NEXTERA ENERGY 0.9%
Value ($000) $6,349 Shares 22,872 Est. Cost $23.62 Unrealized +155.2%
GS GOLDMAN SACHS GRP 0.9%
Value ($000) $6,251 Shares 31,104 Est. Cost $168.40 Unrealized +6.3%
ICE INTERCONTINENTAL EXCHANGE 0.9%
Value ($000) $6,236 Shares 62,329 Est. Cost $84.10 Unrealized +9.4%
PCH PotlatchDeltic Corp 0.9%
Value ($000) $6,034 Shares 143,320 Est. Cost $41.71 Unrealized
PNC PNC Financial Services Group I 0.9%
Value ($000) $5,976 Shares 54,371 Est. Cost $81.88 Unrealized +8.3%
LHX L3Harris Technologies Inc 0.7%
Value ($000) $4,446 Shares 26,176 Est. Cost $167.48 Unrealized -6.1%
PLD Prologis Inc 0.6%
Value ($000) $4,366 Shares 43,391 Est. Cost $40.97 Unrealized +110.3%
Linde PLC 0.6%
Value ($000) $4,356 Shares 18,293 Est. Cost $175.94 Unrealized
AWK American Water Works Co Inc 0.6%
Value ($000) $4,345 Shares 29,989 Est. Cost $115.09 Unrealized +11.1%
DLR Digital Realty Trust Inc 0.6%
Value ($000) $4,254 Shares 28,981 Est. Cost $75.80 Unrealized +63.8%
BALL BALL CORP 0.5%
Value ($000) $3,377 Shares 40,626 Est. Cost $65.36 Unrealized +10.3%
MA MASTERCARD INC 0.5%
Value ($000) $3,351 Shares 9,908 Est. Cost $80.44 Unrealized +292.4%
VTI Vanguard ETF/USA 0.5%
Value ($000) $3,149 Shares 18,492 Est. Cost $110.62 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $2,752 Shares 18,481 Est. Cost $82.07 Unrealized +54.7%
MDU MDU RES GROUP INC 0.4%
Value ($000) $2,693 Shares 119,720 Est. Cost $8.12 Unrealized -9.8%
BRK/B Berkshire Hathaway Inc 0.4%
Value ($000) $2,542 Shares 11,940 Est. Cost $181.54 Unrealized +12.7%
Pioneer Natural Resources Co 0.4%
Value ($000) $2,428 Shares 28,241 Est. Cost $126.09 Unrealized
KMI Kinder Morgan Inc 0.4%
Value ($000) $2,406 Shares 195,115 Est. Cost $12.71 Unrealized -20.4%
E TRADE FINANCIAL 0.3%
Value ($000) $2,298 Shares 45,910 Est. Cost $36.61 Unrealized
Nuveen Closed-End Funds/USA 0.3%
Value ($000) $2,243 Shares 143,200 Est. Cost $15.28 Unrealized
VLO Valero Energy Corp 0.3%
Value ($000) $2,119 Shares 48,903 Est. Cost $46.81 Unrealized -9.0%
VXUS VANGUARD ETF/USA 0.3%
Value ($000) $1,933 Shares 37,048 Est. Cost $51.29 Unrealized
UBER Uber Technologies Inc 0.3%
Value ($000) $1,845 Shares 50,562 Est. Cost $29.67 Unrealized +11.3%
ROK ROCKWELL AUTOMATION 0.3%
Value ($000) $1,783 Shares 8,081 Est. Cost $150.86 Unrealized +35.0%
IWO BlackRock Fund Advisors 0.3%
Value ($000) $1,705 Shares 7,696 Est. Cost $143.47 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,668 Shares 27,938 Est. Cost $38.80 Unrealized +35.9%
EFA BlackRock Fund Advisors 0.2%
Value ($000) $1,628 Shares 25,589 Est. Cost $64.77 Unrealized
FFIV F5 Networks Inc 0.2%
Value ($000) $1,614 Shares 13,147 Est. Cost $106.96 Unrealized +25.7%
GBCI Glacier Bancorp Inc 0.2%
Value ($000) $1,596 Shares 49,804 Est. Cost $18.98 Unrealized +53.6%
WCN Waste Connections Inc 0.2%
Value ($000) $1,576 Shares 15,187 Est. Cost $74.62 Unrealized +29.2%
PFE Pfizer Inc 0.2%
Value ($000) $1,541 Shares 41,992 Est. Cost $19.97 Unrealized +35.7%
MCD MCDONALD'S CORP 0.2%
Value ($000) $1,541 Shares 7,020 Est. Cost $114.13 Unrealized +58.9%
BA BOEING CO 0.2%
Value ($000) $1,541 Shares 9,320 Est. Cost $157.10 Unrealized +8.5%
ABT Abbott Laboratories 0.2%
Value ($000) $1,517 Shares 13,938 Est. Cost $38.83 Unrealized +137.8%
CVX Chevron Corp 0.2%
Value ($000) $1,491 Shares 20,709 Est. Cost $72.71 Unrealized -8.5%
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $1,481 Shares 19,200 Est. Cost $58.07 Unrealized +16.0%
TSLA Tesla Inc 0.2%
Value ($000) $1,377 Shares 3,210 Est. Cost $98.79 Unrealized +19.5%
MMM 3M Co 0.2%
Value ($000) $1,335 Shares 8,340 Est. Cost $94.04 Unrealized +17.4%
MRK Merck & Co Inc 0.2%
Value ($000) $1,333 Shares 16,060 Est. Cost $38.63 Unrealized +70.7%
LLY Eli Lilly and Co 0.2%
Value ($000) $1,325 Shares 8,947 Est. Cost $61.84 Unrealized +135.7%
GLW CORNING INC 0.2%
Value ($000) $1,257 Shares 38,800 Est. Cost $16.65 Unrealized +60.1%
ISTB iShares ETFs/USA 0.2%
Value ($000) $1,254 Shares 24,320 Est. Cost $50.50 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,237 Shares 51,368 Est. Cost $15.76 Unrealized +38.4%
VTIP VANGUARD ETF/USA 0.2%
Value ($000) $1,193 Shares 23,385 Est. Cost $49.47 Unrealized
T AT&T INC 0.2%
Value ($000) $1,174 Shares 41,162 Est. Cost $13.29 Unrealized +17.1%
INTC Intel Corp 0.2%
Value ($000) $1,169 Shares 22,586 Est. Cost $26.91 Unrealized +72.9%
CAT Caterpillar Inc 0.2%
Value ($000) $1,126 Shares 7,546 Est. Cost $93.34 Unrealized +35.9%
AAXJ ISHARES TRUST 0.2%
Value ($000) $1,068 Shares 13,845 Est. Cost $59.06 Unrealized
VZ VERIZON COMMUN 0.2%
Value ($000) $1,060 Shares 17,805 Est. Cost $30.59 Unrealized +39.2%
PEP PEPSICO INC 0.2%
Value ($000) $1,035 Shares 7,469 Est. Cost $70.07 Unrealized +64.4%
VB Vanguard ETF/USA 0.2%
Value ($000) $1,033 Shares 6,714 Est. Cost $118.80 Unrealized
VXF Vanguard Group Inc/The 0.1%
Value ($000) $998 Shares 7,696 Est. Cost $91.42 Unrealized
CSCO CISCO SYSTEMS 0.1%
Value ($000) $900 Shares 22,850 Est. Cost $22.86 Unrealized +62.1%
VUG Vanguard ETF/USA 0.1%
Value ($000) $882 Shares 3,873 Est. Cost $103.94 Unrealized
IYW ISHARES 0.1%
Value ($000) $881 Shares 2,927 Est. Cost $136.95 Unrealized
VWO Vanguard ETF/USA 0.1%
Value ($000) $873 Shares 20,194 Est. Cost $35.61 Unrealized
NVDA NVIDIA Corp 0.1%
Value ($000) $867 Shares 1,602 Est. Cost $0.53 Unrealized +2106.2%
AMGN Amgen Inc 0.1%
Value ($000) $856 Shares 3,368 Est. Cost $113.31 Unrealized +84.9%
VO Vanguard ETF/USA 0.1%
Value ($000) $855 Shares 4,848 Est. Cost $165.02 Unrealized
IWN ISHARES 0.1%
Value ($000) $853 Shares 8,589 Est. Cost $103.30 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $840 Shares 11,190 Est. Cost $58.43 Unrealized +0.7%
BMY BRISTOL-MYRS SQUIB 0.1%
Value ($000) $835 Shares 13,859 Est. Cost $42.68 Unrealized +13.9%
VNQ VANGUARD 0.1%
Value ($000) $784 Shares 9,925 Est. Cost $73.90 Unrealized
IBM INTL BUSINESS MCHN 0.1%
Value ($000) $779 Shares 6,401 Est. Cost $103.38 Unrealized -9.2%
CSX CSX CORP 0.1%
Value ($000) $761 Shares 9,797 Est. Cost $16.31 Unrealized +40.7%
GOOG Alphabet Inc 0.1%
Value ($000) $682 Shares 464 Est. Cost $46.12 Unrealized +64.2%
HON Honeywell International Inc 0.1%
Value ($000) $665 Shares 4,039 Est. Cost $74.24 Unrealized +79.4%
IWM ISHARES 0.1%
Value ($000) $654 Shares 4,364 Est. Cost $124.25 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $652 Shares 27,708 Est. Cost $34.64 Unrealized -37.0%
XOM Exxon Mobil Corp 0.1%
Value ($000) $636 Shares 18,550 Est. Cost $57.13 Unrealized -43.4%
C Citigroup Inc 0.1%
Value ($000) $617 Shares 14,314 Est. Cost $39.73 Unrealized +3.2%
MO Altria Group Inc 0.1%
Value ($000) $591 Shares 15,289 Est. Cost $31.88 Unrealized -14.7%
IFF INTL FLAVORS&FRAG 0.1%
Value ($000) $579 Shares 4,732 Est. Cost $109.29 Unrealized -1.7%
IJR BlackRock Fund Advisors 0.1%
Value ($000) $564 Shares 8,025 Est. Cost $56.56 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $550 Shares 4,679 Est. Cost $55.65 Unrealized +71.0%
VEA Vanguard ETF/USA 0.1%
Value ($000) $548 Shares 13,390 Est. Cost $39.98 Unrealized
KMB KIMBERLY-CLARK CP 0.1%
Value ($000) $541 Shares 3,661 Est. Cost $74.11 Unrealized +66.6%
CMCSA Comcast Corp 0.1%
Value ($000) $528 Shares 11,432 Est. Cost $28.11 Unrealized +33.8%
TJX TJX Cos Inc/The 0.1%
Value ($000) $511 Shares 9,178 Est. Cost $39.82 Unrealized +25.7%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $497 Shares 3,568 Est. Cost $104.37 Unrealized +19.8%
AVGO Broadcom Inc 0.1%
Value ($000) $490 Shares 1,346 Est. Cost $24.28 Unrealized +22.1%
WMT Walmart Inc 0.1%
Value ($000) $485 Shares 3,463 Est. Cost $26.45 Unrealized +56.2%
SYK Stryker Corp 0.1%
Value ($000) $474 Shares 2,275 Est. Cost $93.40 Unrealized +96.6%
VNQI VANGUARD ETF/USA 0.1%
Value ($000) $464 Shares 9,538 Est. Cost $55.41 Unrealized
TGT Target Corp 0.1%
Value ($000) $459 Shares 2,920 Est. Cost $66.19 Unrealized +79.3%
D DOMINION RES(VIR) 0.1%
Value ($000) $455 Shares 5,760 Est. Cost $50.10 Unrealized +23.8%
SPY SSgA Funds Management Inc 0.1%
Value ($000) $441 Shares 1,315 Est. Cost $270.89 Unrealized
IVW ISHARES 0.1%
Value ($000) $440 Shares 1,905 Est. Cost $130.82 Unrealized
KO Coca-Cola Co/The 0.1%
Value ($000) $438 Shares 8,862 Est. Cost $30.99 Unrealized +31.7%
XLU SELECT SECTOR SPDR 0.1%
Value ($000) $435 Shares 7,314 Est. Cost $54.26 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $434 Shares 20,357 Est. Cost $14.61 Unrealized +11.9%
IJK BlackRock Fund Advisors 0.1%
Value ($000) $423 Shares 1,768 Est. Cost $178.73 Unrealized
FIS Fidelity National Information 0.1%
Value ($000) $395 Shares 2,684 Est. Cost $67.81 Unrealized +90.0%
NSC Norfolk Southern Corp 0.1%
Value ($000) $376 Shares 1,756 Est. Cost $77.12 Unrealized +133.3%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $374 Shares 3,992 Est. Cost $36.61 Unrealized +132.8%
IVE ISHARES 0.0%
Value ($000) $335 Shares 2,980 Est. Cost $103.57 Unrealized
L Brands Inc 0.0%
Value ($000) $327 Shares 10,263 Est. Cost $26.05 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $303 Shares 791 Est. Cost $251.30 Unrealized +30.9%
ROST Ross Stores Inc 0.0%
Value ($000) $301 Shares 3,221 Est. Cost $38.71 Unrealized +119.2%
SO Southern Co/The 0.0%
Value ($000) $301 Shares 5,548 Est. Cost $33.60 Unrealized +29.6%
IJJ BlackRock Fund Advisors 0.0%
Value ($000) $294 Shares 2,177 Est. Cost $109.78 Unrealized
XLI SSgA Funds Management Inc 0.0%
Value ($000) $287 Shares 3,731 Est. Cost $64.47 Unrealized
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $277 Shares 2,709 Est. Cost $62.42 Unrealized +32.4%
RTX Raytheon Technologies Corp 0.0%
Value ($000) $275 Shares 4,783 Est. Cost $54.61 Unrealized -1.7%
ETN Eaton Corp PLC 0.0%
Value ($000) $274 Shares 2,678 Est. Cost $76.25 Unrealized +17.0%
TRV TRAVELERS CO INC 0.0%
Value ($000) $262 Shares 2,426 Est. Cost $109.63 Unrealized -6.5%
IWF ISHARES/USA 0.0%
Value ($000) $260 Shares 1,198 Est. Cost $142.31 Unrealized
APD Air Products and Chemicals Inc 0.0%
Value ($000) $259 Shares 872 Est. Cost $197.04 Unrealized +27.8%
GD GEN DYNAMICS CORP 0.0%
Value ($000) $252 Shares 1,826 Est. Cost $126.90 Unrealized +3.3%
PPL PPL Corp 0.0%
Value ($000) $248 Shares 9,128 Est. Cost $20.29 Unrealized +6.9%
TWLO Twilio Inc 0.0%
Value ($000) $247 Shares 1,000 Est. Cost $160.56 Unrealized +53.5%
AEP American Electric Power Co Inc 0.0%
Value ($000) $243 Shares 2,981 Est. Cost $41.30 Unrealized +64.2%
EXEL Exelixis Inc 0.0%
Value ($000) $242 Shares 9,878 Est. Cost $23.18 Unrealized +0.7%
JCI Johnson Controls International 0.0%
Value ($000) $241 Shares 5,881 Est. Cost $35.18 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $239 Shares 2,625 Est. Cost $76.84 Unrealized +8.5%
SCZ BlackRock Fund Advisors 0.0%
Value ($000) $233 Shares 3,946 Est. Cost $62.27 Unrealized
LQD ISHARES 0.0%
Value ($000) $229 Shares 1,700 Est. Cost $123.53 Unrealized
NVR NVR Inc 0.0%
Value ($000) $225 Shares 55 Est. Cost $3860.26 Unrealized 0.0%
VAW VANGUARD ETF/USA 0.0%
Value ($000) $225 Shares 1,670 Est. Cost $120.36 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $219 Shares 1,020 Est. Cost $173.71 Unrealized 0.0%
WAFD Washington Federal Inc 0.0%
Value ($000) $218 Shares 10,460 Est. Cost $16.31 Unrealized +20.3%
LEN LENNAR CORP 0.0%
Value ($000) $216 Shares 2,645 Est. Cost $65.87 Unrealized 0.0%
IRM Iron Mountain Inc 0.0%
Value ($000) $214 Shares 7,985 Est. Cost $23.72 Unrealized -6.3%
MCK McKesson Corp 0.0%
Value ($000) $214 Shares 1,438 Est. Cost $139.25 Unrealized +5.4%
IWP BlackRock Fund Advisors 0.0%
Value ($000) $213 Shares 1,233 Est. Cost $121.73 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $212 Shares 124 Est. Cost $1497.60 Unrealized +15.4%
CBSH Commerce Bancshares Inc/MO 0.0%
Value ($000) $211 Shares 3,742 Est. Cost $41.89 Unrealized -1.9%
MDLZ Kraft Foods Inc 0.0%
Value ($000) $211 Shares 3,670 Est. Cost $32.84 Unrealized +47.9%
KHC Kraft Heinz Co/The 0.0%
Value ($000) $208 Shares 6,951 Est. Cost $21.10 Unrealized +22.7%
IEF ISHARES TR 0.0%
Value ($000) $207 Shares 1,700 Est. Cost $121.76 Unrealized
GAP Gap Inc/The 0.0%
Value ($000) $196 Shares 11,530 Est. Cost $12.22 Unrealized +0.5%
CENTURYTEL INC 0.0%
Value ($000) $136 Shares 13,429 Est. Cost $20.13 Unrealized
General Electric Co 0.0%
Value ($000) $128 Shares 20,521 Est. Cost $24.54 Unrealized
Red Lion Hotels Corp 0.0%
Value ($000) $97 Shares 45,166 Est. Cost $5.83 Unrealized
MAC Macerich Co/The 0.0%
Value ($000) $72 Shares 10,545 Est. Cost $6.83 Unrealized
M Macy's Inc 0.0%
Value ($000) $68 Shares 11,966 Est. Cost $13.56 Unrealized -50.8%
Ideanomics Inc 0.0%
Value ($000) $11 Shares 12,396 Est. Cost $0.89 Unrealized