Washington Trust Advisors, Inc. Portfolio Holdings

Washington Trust Advisors, Inc.

  • $1.09 Billion
  • Q1 2025

Washington Trust Advisors, Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.09 Billion distributed in 773 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $67.4M, Visa Inc. with a value of $50.6M, Quanta Services, Inc. with a value of $47.8M, Meta Platforms, Inc. with a value of $45.1M, and Palo Alto Networks Inc with a value of $42.7M.

Examining the 13F form we can see an decrease of $65.2M in the current position value, from $1.15B to 1.09B. Also it can be appreciated an additional of 29 stocks purchases and 2 closed positions.

Below you can find more details about Washington Trust Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.09 Billion
Technology: $209 Million
Healthcare: $152 Million
Communication Services: $131 Million
Consumer Cyclical: $125 Million
Financial Services: $123 Million
ETFs: $113 Million
Industrials: $109 Million
Consumer Defensive: $40 Million
Other: $85.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$67.4 Million 6.2% of portfolio
303,645
Q1 2025 Reduced 2.43%
$548B
$50.6 Million 4.66% of portfolio
144,499
Q1 2025 Reduced 0.17%
$41.1B
$47.8 Million 4.4% of portfolio
188,231
Q1 2025 Reduced 1.43%
$1.23T
$45.1 Million 4.15% of portfolio
78,294
Q1 2025 Reduced 4.16%
$53.6B
$42.7 Million 3.93% of portfolio
250,430
Q1 2025 Reduced 1.7%
$1.93T
$41.9 Million 3.85% of portfolio
220,329
Q1 2025 Reduced 1.4%
$691B
$41.6 Million 3.83% of portfolio
78,132
Q1 2025 Reduced 5.76%
$192B
$37.4 Million 3.44% of portfolio
8,112
Q1 2025 Reduced 1.47%
$997B
$35.4 Million 3.26% of portfolio
226,808
Q1 2025 Reduced 1.86%
$139B
$32.2 Million 2.96% of portfolio
68,651
Q1 2025 Reduced 1.24%
$34.5B
$28.7 Million 2.64% of portfolio
128,315
Q1 2025 Reduced 0.29%
$967B
$27.6 Million 2.54% of portfolio
178,666
Q1 2025 Reduced 1.9%
$27.9B
$24.1 Million 2.21% of portfolio
136,444
Q1 2025 Added 0.03%
$154B
$23 Million 2.11% of portfolio
315,433
Q1 2025 Reduced 0.9%
$58.5B
$22 Million 2.02% of portfolio
95,928
Q1 2025 Reduced 0.73%
$277B
$20.5 Million 1.89% of portfolio
189,402
Q1 2025 Added 0.87%
$184B
$19.2 Million 1.76% of portfolio
127,913
Q1 2025 Reduced -0.0%
$64.6B
$18.7 Million 1.72% of portfolio
29,526
Q1 2025 Added 0.81%
$96.2B
$18.5 Million 1.7% of portfolio
188,618
Q1 2025 Reduced 2.0%
$0
$18.5 Million 1.7% of portfolio
782,907
Q1 2025 Reduced 0.16%
$2.92T
$17.8 Million 1.64% of portfolio
47,460
Q1 2025 Added 77.55%
$165B
$14.5 Million 1.33% of portfolio
146,657
Q1 2025 Reduced 0.52%
$12.8B
$14 Million 1.29% of portfolio
49,694
Q1 2025 Reduced 0.7%
$0
$12 Million 1.1% of portfolio
23,376
Q1 2025 Reduced 0.37%
$98.2B
$11.9 Million 1.1% of portfolio
54,731
Q1 2025 Reduced 2.09%
$67.9B
$10.9 Million 1.0% of portfolio
42,808
Q1 2025 Reduced 0.22%
$32B
$10.5 Million 0.97% of portfolio
45,498
Q1 2025 Reduced 0.7%
$452B
$10.1 Million 0.93% of portfolio
85,154
Q1 2025 Reduced 1.39%
$75.6B
$9.43 Million 0.87% of portfolio
144,596
Q1 2025 Reduced 0.86%
$20.7B
$9.39 Million 0.86% of portfolio
269,401
Q1 2025 Reduced 0.69%
$4.1B
$9.1 Million 0.84% of portfolio
279,849
Q1 2025 Added 1.78%
$182B
$8.87 Million 0.82% of portfolio
17,913
Q1 2025 Reduced 7.12%
$72.6B
$8.35 Million 0.77% of portfolio
131,546
Q1 2025 Added 1.95%
$50.7B
$8.39 Million 0.77% of portfolio
57,399
Q1 2025 Reduced 0.46%
$47B
$8.18 Million 0.75% of portfolio
112,889
Q1 2025 Reduced 0.46%
$0
$8.01 Million 0.74% of portfolio
21,590
Q1 2025 Reduced 1.64%
$12.4B
$7.83 Million 0.72% of portfolio
84,620
Q1 2025 Added 14.27%
$714B
$7.76 Million 0.71% of portfolio
31,616
Q1 2025 Reduced 0.64%
$404B
$7.61 Million 0.7% of portfolio
45,916
Q1 2025 Reduced 3.26%
$258B
$7.47 Million 0.69% of portfolio
85,143
Q1 2025 Added 1.86%
$20.9B
$7.52 Million 0.69% of portfolio
62,970
Q1 2025 Added 5.27%
$0
$7.45 Million 0.68% of portfolio
13,311
Q1 2025 Reduced 6.6%
$0
$6.62 Million 0.61% of portfolio
183,117
Q1 2025 Reduced 3.93%
$904M
$6.32 Million 0.58% of portfolio
192,912
Q1 2025 Reduced 1.22%
$60.4B
$5.81 Million 0.53% of portfolio
203,806
Q1 2025 Reduced 8.31%
$11.4B
$5.53 Million 0.51% of portfolio
20,676
Q1 2025 Reduced 0.35%
$0
$5.53 Million 0.51% of portfolio
32,023
Q1 2025 Reduced 0.36%
$208B
$5.43 Million 0.5% of portfolio
21,847
Q1 2025 Reduced 0.87%
$0
$4.62 Million 0.43% of portfolio
58,624
Q1 2025 Added 3.29%

Summary

  • Portfolio
  • No. of Stocks 773
  • Current Value $1.09 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 130 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 187 stocks
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