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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$67.4 Million 6.2% of portfolio
303,645
Q1 2025 Reduced 2.43%
$575B
$50.6 Million 4.66% of portfolio
144,499
Q1 2025 Reduced 0.17%
$56.5B
$47.8 Million 4.4% of portfolio
188,231
Q1 2025 Reduced 1.43%
$1.58T
$45.1 Million 4.15% of portfolio
78,294
Q1 2025 Reduced 4.16%
$58.9B
$42.7 Million 3.93% of portfolio
250,430
Q1 2025 Reduced 1.7%
$2.32T
$41.9 Million 3.85% of portfolio
220,329
Q1 2025 Reduced 1.4%
$622B
$41.6 Million 3.83% of portfolio
78,132
Q1 2025 Reduced 5.76%
$229B
$37.4 Million 3.44% of portfolio
8,112
Q1 2025 Reduced 1.47%
$1.17T
$35.4 Million 3.26% of portfolio
226,808
Q1 2025 Reduced 1.86%
$153B
$32.2 Million 2.96% of portfolio
68,651
Q1 2025 Reduced 1.24%
$39.2B
$28.7 Million 2.64% of portfolio
128,315
Q1 2025 Reduced 0.29%
$1.14T
$27.6 Million 2.54% of portfolio
178,666
Q1 2025 Reduced 1.9%
$34.8B
$24.1 Million 2.21% of portfolio
136,444
Q1 2025 Added 0.03%
$182B
$23 Million 2.11% of portfolio
315,433
Q1 2025 Reduced 0.9%
$51.7B
$22 Million 2.02% of portfolio
95,928
Q1 2025 Reduced 0.73%
$416B
$20.5 Million 1.89% of portfolio
189,402
Q1 2025 Added 0.87%
$201B
$19.2 Million 1.76% of portfolio
127,913
Q1 2025 Reduced -0.0%
$60.1B
$18.7 Million 1.72% of portfolio
29,526
Q1 2025 Added 0.81%
$111B
$18.5 Million 1.7% of portfolio
188,618
Q1 2025 Reduced 2.0%
$3.77T
$17.8 Million 1.64% of portfolio
47,460
Q1 2025 Added 77.55%
$221B
$14.5 Million 1.33% of portfolio
146,657
Q1 2025 Reduced 0.52%
$17B
$14 Million 1.29% of portfolio
49,694
Q1 2025 Reduced 0.7%
$108B
$11.9 Million 1.1% of portfolio
54,731
Q1 2025 Reduced 2.09%
$77.1B
$10.9 Million 1.0% of portfolio
42,808
Q1 2025 Reduced 0.22%
$40.1B
$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%
$87.9B
$9.43 Million 0.87% of portfolio
144,596
Q1 2025 Reduced 0.86%
$19.9B
$9.39 Million 0.86% of portfolio
269,401
Q1 2025 Reduced 0.69%
$4.25B
$9.1 Million 0.84% of portfolio
279,849
Q1 2025 Added 1.78%
$181B
$8.87 Million 0.82% of portfolio
17,913
Q1 2025 Reduced 7.12%
$95B
$8.35 Million 0.77% of portfolio
131,546
Q1 2025 Added 1.95%
$67.9B
$8.39 Million 0.77% of portfolio
57,399
Q1 2025 Reduced 0.46%
$47.2B
$8.18 Million 0.75% of portfolio
112,889
Q1 2025 Reduced 0.46%
$13.2B
$7.83 Million 0.72% of portfolio
84,620
Q1 2025 Added 14.27%
$855B
$7.76 Million 0.71% of portfolio
31,616
Q1 2025 Reduced 0.64%
$439B
$7.61 Million 0.7% of portfolio
45,916
Q1 2025 Reduced 3.26%
$260B
$7.47 Million 0.69% of portfolio
85,143
Q1 2025 Added 1.86%
$23.6B
$7.52 Million 0.69% of portfolio
62,970
Q1 2025 Added 5.27%
$1.13B
$6.32 Million 0.58% of portfolio
192,912
Q1 2025 Reduced 1.22%
$60.6B
$5.81 Million 0.53% of portfolio
203,806
Q1 2025 Reduced 8.31%
$8.79B
$5.53 Million 0.51% of portfolio
20,676
Q1 2025 Reduced 0.35%
$253B
$5.43 Million 0.5% of portfolio
21,847
Q1 2025 Reduced 0.87%
$126B
$4.01 Million 0.37% of portfolio
13,133
Q1 2025 Reduced 1.6%
$429B
$3.99 Million 0.37% of portfolio
5
Q4 2024 New
$301B
$3.86 Million 0.35% of portfolio
53,843
Q1 2025 Reduced 0.64%
$331B
$3.6 Million 0.33% of portfolio
17,173
Q1 2025 Added 0.03%
$220B
$3.59 Million 0.33% of portfolio
27,052
Q1 2025 Reduced 6.78%
$280B
$3.37 Million 0.31% of portfolio
54,530
Q4 2024 Reduced 0.86%
$375B
$3.12 Million 0.29% of portfolio
18,279
Q1 2025 Reduced 2.98%

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
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