Washington Trust Advisors, Inc. Reduced Holdings in Q2 2025

Washington Trust Advisors, Inc.

  • $1.19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.82K
- 0.93%
$172.42 - $223.89 $487K - $632K
301K $61.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-273
- 0.35%
$483.48 - $539.8 $132K - $147K
77.9K $37.8M
PEP
Pepsico Inc

Consumer Defensive
-528
- 0.41%
$128.02 - $151.37 $67.6K - $79.9K
127K $16.8M
SBUX
Starbucks Corp

Consumer Cyclical
-1.28K
- 0.68%
$79.69 - $99.41 $102K - $128K
187K $17.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-34.3K
- 23.71%
$57.41 - $74.81 $1.97M - $2.56M
110K $8.2M
XOM
Exxon Mobil Corp

Energy
-2.08K
- 2.45%
$99.93 - $119.04 $208K - $248K
83.1K $8.96M
APD
Air Products & Chemicals, Inc.

Basic Materials
-256
- 0.38%
$248.61 - $294.96 $63.6K - $75.5K
67.3K $19M
JNJ
Johnson & Johnson

Healthcare
-210
- 0.46%
$146.36 - $159.82 $30.7K - $33.6K
45.7K $6.98M
INVH
Invitation Homes Inc.

Real Estate
-1.65K
- 0.61%
$30.53 - $35.47 $50.4K - $58.6K
268K $8.78M
GMED
Globus Medical Inc

Healthcare
-3.3K
- 12.15%
$55.82 - $75.5 $184K - $249K
23.8K $1.41M
CVX
Chevron Corp

Energy
-910
- 12.76%
$133.73 - $168.51 $122K - $153K
6.22K $890K
UPS
United Parcel Service Inc

Industrials
-398
- 1.79%
$91.92 - $110.2 $36.6K - $43.9K
21.9K $2.21M
KO
Coca Cola CO

Consumer Defensive
-2.44K
- 4.53%
$68.37 - $73.9 $167K - $180K
51.4K $3.64M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.61K
- 46.63%
$121.58 - $136.74 $196K - $220K
1.84K $250K
DEO
Diageo PLC

Consumer Defensive
-1.01K
- 3.56%
$99.86 - $115.75 $101K - $117K
27.3K $2.76M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.23K
- 29.09%
$166.82 - $194.23 $205K - $239K
2.99K $581K
UNH
Unitedhealth Group Inc

Healthcare
-18
- 2.03%
$274.35 - $599.47 $4.94K - $10.8K
867 $270K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.11K
- 24.94%
$320.42 - $424.58 $355K - $470K
3.33K $1.41M
MTN
Vail Resorts Inc

Consumer Cyclical
-506
- 3.04%
$131.42 - $164.64 $66.5K - $83.3K
16.1K $2.53M
PFE
Pfizer Inc

Healthcare
-2.82K
- 5.93%
$21.59 - $24.84 $60.8K - $70K
44.7K $1.08M
FDX
Fedex Corp

Industrials
-65
- 1.24%
$198.07 - $245.17 $12.9K - $15.9K
5.18K $1.18M
IEMG
Ishares Inc

ETFs
-1.84K
- 15.06%
N/A
10.4K $556K
ADBE
Adobe Inc.

Technology
-238
- 76.28%
$340.0 - $420.68 $80.9K - $100K
74 $28K
IEFA
Ishares Tr

ETFs
-2.54K
- 14.57%
$67.83 - $84.09 $172K - $214K
14.9K $1.24M
SU
Suncor Energy Inc

Energy
-1.48K
- 22.48%
$31.54 - $41.04 $46.5K - $60.5K
5.09K $190K
BSX
Boston Scientific Corp

Healthcare
-542
- 72.07%
$89.7 - $107.41 $48.6K - $58.2K
210 $22K
NEOG
Neogen Corp

Healthcare
-386
- 3.2%
$4.39 - $8.59 $1.69K - $3.32K
11.7K $55K
IWS
Ishares Russell Midcap Value E

ETFs
-343
- 46.54%
$110.58 - $132.14 $37.9K - $45.3K
394 $52K
SNPS
Synopsys Inc

Technology
-81
- 64.8%
$380.9 - $517.66 $30.9K - $41.9K
44 $22K
FISV
Fiserv Inc

Technology
-228
- 23.15%
N/A
757 $94K
DDD
3 D Systems Corp

Technology
-2.06K
- 4.89%
$1.37 - $2.55 $2.82K - $5.25K
40.1K $61K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-151
- 52.8%
$99.37 - $134.05 $15K - $20.2K
135 $15K
ELV
Elevance Health, Inc.

Healthcare
-15
- 4.59%
$372.27 - $452.69 $5.58K - $6.79K
312 $121K
DD
Du Pont De Nemours, Inc.

Basic Materials
-189
- 18.81%
$55.13 - $75.25 $10.4K - $14.2K
816 $55K
DOW
Dow Inc.

Basic Materials
-324
- 25.39%
$25.81 - $34.89 $8.36K - $11.3K
952 $25K
FICO
Fair Isaac Corp

Technology
-9
- 20.45%
$1503.62 - $2206.01 $13.5K - $19.9K
35 $63K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-302
- 1.12%
$72.02 - $73.82 $21.8K - $22.3K
26.6K $1.96M
TGT
Target Corp

Consumer Defensive
-156
- 67.53%
$88.76 - $105.77 $13.8K - $16.5K
75 $7K
DFAE
Dimensional ETF Tr

ETFs
-1.07K
- 22.52%
$22.87 - $28.95 $24.6K - $31.1K
3.7K $106K
CRM
Salesforce, Inc.

Technology
-75
- 7.81%
$236.26 - $291.15 $17.7K - $21.8K
885 $241K
IWR
Ishares Russell Mid Cap ETF

ETFs
-264
- 22.09%
$74.88 - $91.97 $19.8K - $24.3K
931 $85K
XLV
Select Sector Spdr Fund Health

ETFs
-38
- 6.18%
$128.77 - $144.3 $4.89K - $5.48K
577 $77K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-135
- 53.57%
$54.08 - $68.32 $7.3K - $9.22K
117 $6K
MRVL
Marvell Technology, Inc.

Technology
-195
- 71.43%
$49.38 - $79.97 $9.63K - $15.6K
78 $6K
TMUS
T Mobile Us, Inc.

Communication Services
-20
- 10.53%
$220.99 - $268.54 $4.42K - $5.37K
170 $40K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-34
- 12.98%
$90.21 - $112.66 $3.07K - $3.83K
228 $20K
DHR
Danaher Corp

Healthcare
-34
- 9.19%
$174.64 - $205.16 $5.94K - $6.98K
336 $66K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-43
- 55.13%
$167.22 - $212.42 $7.19K - $9.13K
35 $6K
QCOM
Qualcomm Inc

Technology
-141
- 5.73%
$124.66 - $159.48 $17.6K - $22.5K
2.32K $369K
Activity Summary
Buys All Purchases 168 New Holdings 16 Increased Positions 152 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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