Washington Trust Advisors, Inc. Portfolio Holdings by Sector
Washington Trust Advisors, Inc.
- $1.19 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
META GOOG GOOGL SPOT DASH PINS 6 stocks |
$126,655
10.66% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
FNDX VOO VUG SPY FNDF VTV HYG VEA 108 stocks |
$116,710
9.83% of portfolio
|
29
|
27
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MSFT ORCL PLTR CHKP SQ CRWD FFIV 18 stocks |
$76,283
6.42% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR GVA APG 3 stocks |
$70,950
5.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$61,733
5.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL AXP MA COF 5 stocks |
$61,236
5.16% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CHWY EBAY BABA MELI 5 stocks |
$60,203
5.07% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD BDX ISRG HAE ALC 5 stocks |
$59,307
4.99% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG NCLH RCL CCL EXPE 5 stocks |
$46,769
3.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SNOW DOCU GWRE CRM INTU SHOP NOW 28 stocks |
$44,884
3.78% of portfolio
|
8
|
7
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A EQH SLF HIG ACGL 6 stocks |
$41,505
3.49% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$35,905
3.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN QCOM INTC AMD ADI TSM 15 stocks |
$32,414
2.73% of portfolio
|
5
|
5
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL PPG MTX SHW DD IFF LYB 10 stocks |
$31,576
2.66% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS MSGE NFLX WBD LYV 5 stocks |
$26,322
2.22% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV TMO ICLR ILMN DHR NEOG A NEO 9 stocks |
$24,103
2.03% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW PEN ABT ALGN GMED SYK MDT BSX 13 stocks |
$22,000
1.85% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$20,709
1.74% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
ZBRA CSCO LITE 3 stocks |
$19,153
1.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD TXRH CMG YUM WING YUMC PTLO 8 stocks |
$18,853
1.59% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL ETN GE CSWI EMR ITT FELE OTIS 14 stocks |
$16,552
1.39% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN VRTX ALNY NVO AXSM ALDX ARWR INSM 25 stocks |
$16,089
1.35% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV PFE LLY MRK AMGN BMY NVS 10 stocks |
$13,532
1.14% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV PHR HQY PRVA 4 stocks |
$13,001
1.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX RYN WY SBAC 5 stocks |
$12,871
1.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL SU IMO CVE 6 stocks |
$10,322
0.87% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C BBVA 5 stocks |
$9,777
0.82% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$9,089
0.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON SHOO 3 stocks |
$9,060
0.76% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
INVH UDR ESS AVB 4 stocks |
$8,952
0.75% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BR CTSH ACN FISV EPAM PAY FLYW 8 stocks |
$7,237
0.61% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$7,175
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ENB WMB EPD LNG 5 stocks |
$6,365
0.54% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$4,261
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$4,078
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,045
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX EXPD CYRX 4 stocks |
$3,448
0.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL KMB UL COTY 5 stocks |
$3,248
0.27% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR GS MS LPLA JEF SCHW HLI RJF 8 stocks |
$2,924
0.25% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$2,775
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA TDG CW GD HWM AXON LMT 15 stocks |
$2,666
0.22% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN RRR 2 stocks |
$2,543
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK LNT DTE ED D EIX PEG 13 stocks |
$1,714
0.14% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO ICE FDS CME SPGI 5 stocks |
$1,443
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
NBTB AROW MTB USB PNC TFC HDB PNFP 12 stocks |
$1,416
0.12% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX CNI 4 stocks |
$1,317
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,315
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,188
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP BK CEF CSWC BX EOS MAIN SEIC 12 stocks |
$1,042
0.09% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA TMUS LBRDK CABO TLK VOD 8 stocks |
$977
0.08% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR JCI AAON 4 stocks |
$942
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM XPEV 3 stocks |
$894
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EXR PSA 3 stocks |
$739
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB BKR LBRT AROC TDW 5 stocks |
$541
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP SRE MGEE 3 stocks |
$535
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL PGR TRV L 4 stocks |
$519
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$487
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
INGR CPB GIS FRPT BRBR SMPL KHC 7 stocks |
$467
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$462
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CVS 3 stocks |
$419
0.04% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
NRT COP EOG EQT MTDR FANG 6 stocks |
$403
0.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA RE 2 stocks |
$344
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$317
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC WTW AJG AON 4 stocks |
$294
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM CLH 2 stocks |
$262
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$229
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN VTRS EMBC 4 stocks |
$204
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR CTVA 2 stocks |
$197
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
BEP 1 stocks |
$183
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK AWR 2 stocks |
$137
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ASML ONTO 4 stocks |
$127
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DDD DELL STX NTAP 4 stocks |
$118
0.01% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA ROLL 2 stocks |
$113
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$98
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$89
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
EA TTWO NTES 3 stocks |
$73
0.01% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
GATX WSC HRI 3 stocks |
$60
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS LZ 2 stocks |
$56
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK HSIC 2 stocks |
$56
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT OPTT 2 stocks |
$51
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
GHC 1 stocks |
$47
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET MFC 2 stocks |
$46
0.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FLEX GLW 2 stocks |
$43
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$40
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC CASY BBY DKS 4 stocks |
$38
0.0% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O NNN 3 stocks |
$38
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX BOOT LULU ROST 4 stocks |
$37
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL CSGP 2 stocks |
$36
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$36
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS MAT 2 stocks |
$35
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY PFGC 2 stocks |
$34
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN MHO TPH 3 stocks |
$31
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$25
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
VNT TDY 2 stocks |
$21
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$20
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$17
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Infrastructure Operations | Industrials
ACA 1 stocks |
$15
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$15
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
LNW DKNG 2 stocks |
$14
0.0% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK ALGT RYAAY 3 stocks |
$14
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO 2 stocks |
$14
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$10
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK IP 2 stocks |
$8
0.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$7
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
LAD 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$5
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
REZI 1 stocks |
$4
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
PEB 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|