Washington Trust Advisors, Inc. Portfolio Holdings by Sector
Washington Trust Advisors, Inc.
- $1.09 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
META GOOG GOOGL SPOT DASH PINS 6 stocks |
$108,357
9.96% of portfolio
|
1
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
FNDX VOO VUG SPY FNDF VTV HYG VEA 108 stocks |
$108,301
9.96% of portfolio
|
28
|
26
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$67,462
6.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL AXP MA DFS COF 6 stocks |
$61,881
5.69% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MSFT PLTR ORCL CHKP ADBE SNPS SQ 18 stocks |
$61,690
5.67% of portfolio
|
6
|
5
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD BDX ISRG HAE ALC 5 stocks |
$59,583
5.48% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CHWY EBAY BABA MELI 5 stocks |
$51,114
4.7% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR GVA APG 3 stocks |
$47,863
4.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A SLF ACGL HIG EQH AIG 7 stocks |
$45,630
4.2% of portfolio
|
2
|
2
|
1
|
1
|
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG NCLH RCL EXPE CCL 5 stocks |
$37,440
3.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SNOW DOCU GWRE CRM SHOP NOW WDAY 29 stocks |
$34,062
3.13% of portfolio
|
12
|
10
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$33,120
3.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL PPG MTX SHW DD LYB EMN 9 stocks |
$31,872
2.93% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV TMO ICLR ILMN NEOG DHR IDXX NEO 9 stocks |
$27,020
2.48% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$23,272
2.14% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN QCOM INTC AMD ADI MRVL 15 stocks |
$22,118
2.03% of portfolio
|
7
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS MSGE NFLX WBD LYV 5 stocks |
$21,255
1.95% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD TXRH YUM CMG YUMC WING PTLO 8 stocks |
$20,186
1.86% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW PEN ABT GMED ALGN SYK BSX MDT 12 stocks |
$19,824
1.82% of portfolio
|
3
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN VRTX NVO ALNY AXSM ALDX BMRN INSM 26 stocks |
$19,095
1.76% of portfolio
|
9
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
ZBRA CSCO LITE VIAV 4 stocks |
$17,411
1.6% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV PFE LLY MRK AMGN BMY GILD 10 stocks |
$14,876
1.37% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL ETN GE CSWI EMR ITT FELE OTIS 14 stocks |
$14,509
1.33% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX RYN WY SBAC 5 stocks |
$12,717
1.17% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SU SHEL IMO CVE 6 stocks |
$11,865
1.09% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV PHR HQY PRVA 4 stocks |
$10,560
0.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
INVH UDR ESS AVB 4 stocks |
$9,571
0.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C BBVA 5 stocks |
$8,358
0.77% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE SHOO 2 stocks |
$8,352
0.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$8,214
0.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$7,828
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BR CTSH ACN FISV EPAM PAY CDW 9 stocks |
$6,284
0.58% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ENB WMB EPD LNG 5 stocks |
$6,231
0.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$4,238
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$4,154
0.38% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX EXPD ZTO CYRX 5 stocks |
$3,798
0.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,644
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL KMB UL COTY 5 stocks |
$3,455
0.32% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$2,991
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN RRR 2 stocks |
$2,669
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA TDG GD CW HWM LMT AXON 14 stocks |
$2,313
0.21% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR GS MS JEF LPLA SCHW HLI RJF 8 stocks |
$2,211
0.2% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK LNT ED DTE D EIX PEG 13 stocks |
$1,771
0.16% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
NBTB AROW MTB USB PNC TFC HDB PNFP 12 stocks |
$1,391
0.13% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO ICE FDS CME SPGI 5 stocks |
$1,342
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX CNI 4 stocks |
$1,329
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,199
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,077
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP BK CEF CSWC BX KKR MAIN EOS 14 stocks |
$1,037
0.1% of portfolio
|
2
|
3
|
- |
1
|
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ TMUS CMCSA CABO LBRDK VOD 7 stocks |
$990
0.09% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EXR PSA REXR 4 stocks |
$786
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR JCI BECN AAON 5 stocks |
$772
0.07% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM XPEV 3 stocks |
$763
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB BKR LBRT AROC TDW 5 stocks |
$664
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CVS 3 stocks |
$631
0.06% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL PGR TRV L 4 stocks |
$536
0.05% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP SRE MGEE 3 stocks |
$493
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
INGR CPB GIS FRPT BRBR SMPL KHC 7 stocks |
$489
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$457
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$398
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
NRT COP EOG EQT MTDR OXY FANG 7 stocks |
$389
0.04% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA RE 2 stocks |
$340
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC WTW AJG AON 4 stocks |
$319
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$289
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM CLH 2 stocks |
$264
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$228
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN VTRS EMBC 4 stocks |
$212
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR CTVA 2 stocks |
$167
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
BEP 1 stocks |
$159
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK AWR 2 stocks |
$145
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA SWK ROLL 3 stocks |
$133
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DDD DELL STX 3 stocks |
$105
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ASML ENTG ONTO 5 stocks |
$97
0.01% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY DKS GPC CASY 4 stocks |
$92
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$89
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO EA 2 stocks |
$64
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
GATX WSC HRI 3 stocks |
$56
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS LZ 2 stocks |
$51
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET MFC 2 stocks |
$49
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
GHC 1 stocks |
$48
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$45
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$44
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FLEX GLW 2 stocks |
$40
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$39
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU BOOT ROST AEO 5 stocks |
$37
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O NNN 3 stocks |
$36
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL CSGP 2 stocks |
$35
0.0% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$34
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN MHO TPH 3 stocks |
$33
0.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY PFGC 2 stocks |
$32
0.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS MAT 2 stocks |
$30
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$28
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
VNT TDY KEYS 3 stocks |
$21
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$19
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$17
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
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO 2 stocks |
$14
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Infrastructure Operations | Industrials
ACA 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE REZI 2 stocks |
$13
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP CCK 2 stocks |
$12
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$11
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$11
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK ALGT 2 stocks |
$11
0.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$11
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$10
0.0% of portfolio
|
- | - | - | - |
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 |
$5
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
LNW DKNG 2 stocks |
$5
0.0% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
$5
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$4
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$4
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT OPTT 2 stocks |
$3
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
|