Washington Trust Advisors, Inc. Incresed Positions in Q4 2024

Washington Trust Advisors, Inc.

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81.7K
+ 6838.16%
$442.29 - $483.08 $36.1M - $39.5M
82.9K $37.6M
XYL
Xylem Inc.

Industrials
50.1K
+ 514.31%
$116.02 - $137.45 $5.81M - $6.88M
59.8K $6.94M
NVDA
Nvidia Corp

Technology
560
+ 0.3%
$117.0 - $148.88 $65.5K - $83.4K
188K $25.2M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
27.1K
+ 57.55%
$97.29 - $122.68 $2.63M - $3.32M
74.1K $7.22M
PANW
Palo Alto Networks Inc

Technology
124K
+ 94.32%
$181.96 - $405.9 $22.5M - $50.2M
255K $46.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.1K
+ 241.21%
$501.29 - $612.85 $1.56M - $1.9M
4.39K $2.28M
TSLA
Tesla, Inc.

Consumer Cyclical
1.41K
+ 67.53%
$213.65 - $479.86 $302K - $678K
3.5K $1.41M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.19K
+ 36.46%
$71.75 - $75.11 $516K - $540K
26.9K $1.93M
GMED
Globus Medical Inc

Healthcare
49
+ 0.13%
$69.79 - $85.61 $3.42K - $4.19K
36.7K $3.03M
ADP
Automatic Data Processing Inc

Industrials
208
+ 1.58%
$280.08 - $307.97 $58.3K - $64.1K
13.3K $3.91M
GLD
Spdr Gold Trust

ETFs
884
+ 213.01%
$236.59 - $257.5 $209K - $228K
1.3K $314K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.3K
+ 351.9%
$26.93 - $84.95 $492K - $1.55M
23.5K $641K
VB
Vanguard Small Cap ETF

ETFs
568
+ 5.79%
$233.76 - $261.58 $133K - $149K
10.4K $2.49M
AXP
American Express CO

Financial Services
29
+ 0.47%
$267.35 - $305.57 $7.75K - $8.86K
6.21K $1.84M
USB
Us Bancorp \De\

Financial Services
3.42K
+ 1038.6%
$43.98 - $53.66 $150K - $183K
3.75K $179K
AVGO
Broadcom Inc.

Technology
3
+ 0.15%
$159.67 - $250.0 $479 - $750
2.03K $471K
IWD
Ishares Russell 1000 Val ETF

ETFs
749
+ 20.66%
$183.23 - $199.79 $137K - $150K
4.37K $809K
IWP
Ishares Russell Mid Cap Growth

ETFs
860
+ 99.54%
$116.4 - $138.52 $100K - $119K
1.72K $218K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.23K
+ 56.72%
$46.48 - $51.32 $103K - $114K
6.15K $296K
WFC
Wells Fargo & Company

Financial Services
169
+ 2.48%
$54.98 - $77.35 $9.29K - $13.1K
6.99K $490K
ETN
Eaton Corp PLC

Industrials
298
+ 6.27%
$326.96 - $377.52 $97.4K - $113K
5.05K $1.68M
VBK
Vanguard Small Cap Growth ETF

ETFs
174
+ 4.99%
$264.18 - $304.19 $46K - $52.9K
3.66K $1.03M
FISV
Fiserv Inc

Technology
704
+ 283.87%
N/A
952 $119K
XLY
Select Sector Spdr Consumer Di

ETFs
378
+ 1260.0%
$194.8 - $239.43 $73.6K - $90.5K
408 $91K
MNST
Monster Beverage Corp

Consumer Defensive
1.39K
+ 40.62%
$49.24 - $56.38 $68.2K - $78.1K
4.8K $252K
QCOM
Qualcomm Inc

Technology
662
+ 36.8%
$150.4 - $178.04 $99.6K - $118K
2.46K $378K
IEMG
Ishares Inc

ETFs
1.05K
+ 9.55%
N/A
12.1K $647K
XLV
Select Sector Spdr Fund Health

ETFs
432
+ 236.07%
$136.28 - $154.74 $58.9K - $66.8K
615 $84K
IVV
Ishares Core S&P 500 ETF

ETFs
47
+ 2.04%
$570.51 - $610.59 $26.8K - $28.7K
2.35K $1.38M
VBR
Vanguard Small Cap Value ETF

ETFs
278
+ 16.5%
$197.36 - $217.3 $54.9K - $60.4K
1.96K $389K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 2.71%
$873.59 - $994.69 $17.5K - $19.9K
758 $694K
TDG
Trans Digm Group Inc

Industrials
53
+ 28.96%
$1239.0 - $1442.53 $65.7K - $76.5K
236 $299K
VT
Vanguard Total World Stk Index

ETFs
273
+ 379.17%
$117.09 - $123.07 $32K - $33.6K
345 $40K
EPD
Enterprise Products Partners L.P.

Energy
800
+ 38.1%
$28.66 - $34.43 $22.9K - $27.5K
2.9K $90K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
19
+ 43.18%
$1146.59 - $1270.6 $21.8K - $24.1K
63 $74K
MSFT
Microsoft Corp

Technology
599
+ 2.29%
$406.35 - $454.46 $243K - $272K
26.7K $11.3M
COP
Conocophillips

Energy
255
+ 57.69%
$95.12 - $114.72 $24.3K - $29.3K
697 $69K
MS
Morgan Stanley

Financial Services
34
+ 3.94%
$104.42 - $134.99 $3.55K - $4.59K
898 $112K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
284
+ 27.9%
$55.73 - $66.16 $15.8K - $18.8K
1.3K $78K
ORCL
Oracle Corp

Technology
168
+ 6.88%
$165.41 - $192.43 $27.8K - $32.3K
2.61K $434K
TXN
Texas Instruments Inc

Technology
93
+ 4.6%
N/A
2.12K $411K
SQ
Block, Inc.

Technology
42
+ 5.58%
$65.06 - $98.92 $2.73K - $4.15K
795 $67K
T
At&T Inc.

Communication Services
149
+ 0.88%
$21.22 - $23.88 $3.16K - $3.56K
17.1K $388K
NI
Nisource Inc.

Utilities
63
+ 1.12%
$33.74 - $38.25 $2.13K - $2.41K
5.69K $209K
MA
Mastercard Inc

Financial Services
8
+ 2.37%
$491.3 - $536.15 $3.93K - $4.29K
345 $181K
TPR
Tapestry, Inc.

Consumer Cyclical
34
+ 5.07%
$43.54 - $66.18 $1.48K - $2.25K
704 $45K
VMC
Vulcan Materials CO

Basic Materials
48
+ 30.0%
$237.95 - $292.31 $11.4K - $14K
208 $53K
UNH
Unitedhealth Group Inc

Healthcare
153
+ 18.7%
$485.52 - $625.25 $74.3K - $95.7K
971 $491K
DFAS
Dimensional ETF Tr U S Small C

ETFs
190
+ 4.71%
$63.58 - $71.15 $12.1K - $13.5K
4.22K $274K
Activity Summary
Buys All Purchases 165 New Holdings 38 Increased Positions 127 Sells All Sells 195 Reductions 178 Sold out 17 Options Calls 0 Puts 0
Track This Portfolio

Track Washington Trust Advisors, Inc. Portfolio

Follow Washington Trust Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Washington Trust Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Washington Trust Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email