Washington Trust Advisors, Inc. Portfolio Holdings

Washington Trust Advisors, Inc.

  • $1.15 Billion
  • Q4 2024

Washington Trust Advisors, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.15 Billion distributed in 803 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.9M, Quanta Services, Inc. with a value of $60.4M, Amazon Com Inc with a value of $49M, Meta Platforms, Inc. with a value of $48.2M, and Palo Alto Networks Inc with a value of $46.4M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $1.13B to 1.15B. Also it can be appreciated an additional of 38 stocks purchases and 17 closed positions.

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

Portfolio value $1.15 Billion
Technology: $223 Million
Healthcare: $158 Million
Communication Services: $152 Million
Consumer Cyclical: $138 Million
Industrials: $129 Million
Financial Services: $118 Million
ETFs: $113 Million
Consumer Defensive: $40.6 Million
Other: $80.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.6 Million 1.61% of portfolio
784,183
Q4 2024 Added 190.28%
$0
$12.6 Million 1.1% of portfolio
23,462
Q4 2024 Reduced 1.27%
$0
$9.01 Million 0.78% of portfolio
21,951
Q4 2024 Reduced 0.93%
$0
$8.35 Million 0.72% of portfolio
14,251
Q4 2024 Reduced 0.21%
$0
$6.33 Million 0.55% of portfolio
190,601
Q4 2024 Added 0.53%
$0
$5.44 Million 0.47% of portfolio
32,139
Q4 2024 Reduced 0.37%
$0
$4.46 Million 0.39% of portfolio
56,758
Q4 2024 Added 7.66%
$0
$3.78 Million 0.33% of portfolio
13,054
Q4 2024 Reduced 1.93%
$0
$2.73 Million 0.24% of portfolio
105,566
Q4 2024 Added 89.5%
$0
$2.74 Million 0.24% of portfolio
57,269
Q4 2024 Added 0.6%
$0
$2.49 Million 0.22% of portfolio
10,377
Q4 2024 Added 5.79%
$0
$2.43 Million 0.21% of portfolio
15,028
Q4 2024 Added 0.22%
$0
$2.28 Million 0.2% of portfolio
45,418
Q4 2024 Reduced 14.93%
$0
$1.93 Million 0.17% of portfolio
26,903
Q4 2024 Added 36.46%
$0
$1.71 Million 0.15% of portfolio
22,660
Q4 2024 Reduced 14.04%
$0
$1.71 Million 0.15% of portfolio
4,254
Q4 2024 Reduced 9.08%
$0
$1.65 Million 0.14% of portfolio
6,520
Q4 2024 Reduced 0.05%
$0
$1.38 Million 0.12% of portfolio
2,348
Q4 2024 Added 2.04%
$0
$1.22 Million 0.11% of portfolio
17,415
Q4 2024 Reduced 14.33%
$0
$1.16 Million 0.1% of portfolio
28,727
Q2 2024 Added 6,077.85%
$0
$1.03 Million 0.09% of portfolio
3,662
Q4 2024 Added 4.99%
$0
$1.04 Million 0.09% of portfolio
16,755
Q4 2024 Added 0.98%
$0
$1.03 Million 0.09% of portfolio
24,647
Q4 2024 Reduced 0.65%
$0
$847,000 0.07% of portfolio
28,550
Q4 2024 Added 100.0%
$0
$809,000 0.07% of portfolio
4,374
Q4 2024 Added 20.66%
$0
$721,000 0.06% of portfolio
6,260
Q3 2024 Reduced 0.59%
$0
$647,000 0.06% of portfolio
12,065
Q4 2024 Added 9.55%
$0
$641,000 0.06% of portfolio
23,476
Q4 2024 Added 351.9%
$0
$662,000 0.06% of portfolio
15,033
Q4 2024 Reduced 12.41%
$0
$703,000 0.06% of portfolio
6,107
Q4 2024 Added 0.35%
$0
$592,000 0.05% of portfolio
14,316
Q3 2024 Added 2.43%
$0
$551,000 0.05% of portfolio
2,619
Q4 2023 New
$0
$456,000 0.04% of portfolio
3,455
Q2 2024 Added 2.31%
$0
$503,000 0.04% of portfolio
14,546
Q4 2021 New
$0
$296,000 0.03% of portfolio
6,148
Q4 2024 Added 56.72%
$0
$392,000 0.03% of portfolio
21,228
Q4 2024 Added 100.0%
$0
$324,000 0.03% of portfolio
5,087
Q4 2021 New
$0
$294,000 0.03% of portfolio
5,433
Q4 2023 Reduced 8.47%
$0
$331,000 0.03% of portfolio
1,600
Q2 2023 Reduced 11.11%
$92.6B
$314,000 0.03% of portfolio
1,299
Q4 2024 Added 213.01%
$0
$357,000 0.03% of portfolio
3,182
Q1 2023 Added 84.46%
$0
$389,000 0.03% of portfolio
1,963
Q4 2024 Added 16.5%
$0
$275,000 0.02% of portfolio
1,044
Q4 2024 Added 0.48%
$0
$173,000 0.02% of portfolio
9,535
Q1 2024 Reduced 39.46%
$0
$208,000 0.02% of portfolio
773
Q4 2021 New
$0
$274,000 0.02% of portfolio
4,224
Q4 2024 Added 4.71%
$0
$208,000 0.02% of portfolio
2,057
Q4 2024 Reduced 3.97%
$0
$275,000 0.02% of portfolio
10,337
Q4 2024 Added 3.67%
$0
$242,000 0.02% of portfolio
10,000
Q4 2024 Added 73.79%

Summary

  • Portfolio
  • No. of Stocks 803
  • Current Value $1.15 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 127 stocks
  • Sold out of 17 stocks
  • Reduced holdings in 178 stocks
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