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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$131B
$4.01 Million 0.37% of portfolio
13,133
Q1 2025 Reduced 1.6%
$442B
$3.99 Million 0.37% of portfolio
5
Q4 2024 New
$313B
$3.86 Million 0.35% of portfolio
53,843
Q1 2025 Reduced 0.64%
$0
$3.64 Million 0.34% of portfolio
13,259
Q1 2025 Added 1.57%
$335B
$3.6 Million 0.33% of portfolio
17,173
Q1 2025 Added 0.03%
$235B
$3.59 Million 0.33% of portfolio
27,052
Q1 2025 Reduced 6.78%
$268B
$3.37 Million 0.31% of portfolio
54,530
Q4 2024 Reduced 0.86%
$386B
$3.12 Million 0.29% of portfolio
18,279
Q1 2025 Reduced 2.98%
$0
$3.04 Million 0.28% of portfolio
59,887
Q1 2025 Added 4.57%
$61.3B
$2.97 Million 0.27% of portfolio
28,335
Q1 2025 Reduced 0.87%
$0
$2.8 Million 0.26% of portfolio
56,422
Q1 2025 Added 24.23%
$0
$2.84 Million 0.26% of portfolio
105,666
Q1 2025 Added 0.09%
$377B
$2.56 Million 0.24% of portfolio
6,978
Q1 2025 Reduced 2.17%
$6.32B
$2.66 Million 0.24% of portfolio
16,632
Q1 2025 Reduced 11.8%
$74.7B
$2.45 Million 0.23% of portfolio
22,294
Q1 2025 Reduced 77.35%
$0
$2.4 Million 0.22% of portfolio
14,945
Q1 2025 Reduced 0.55%
$0
$1.98 Million 0.18% of portfolio
26,932
Q1 2025 Added 0.11%
$4.65B
$1.99 Million 0.18% of portfolio
27,136
Q1 2025 Reduced 26.01%
$0
$1.85 Million 0.17% of portfolio
22,660
Q4 2024 Reduced 14.04%
$129B
$1.84 Million 0.17% of portfolio
6,774
Q1 2025 Added 34.19%
$264B
$1.66 Million 0.15% of portfolio
8,305
Q1 2025 Reduced 0.71%
$224B
$1.6 Million 0.15% of portfolio
5,957
Q1 2025 Reduced 4.09%
$140B
$1.6 Million 0.15% of portfolio
6,849
Q1 2025 Reduced 13.29%
$0
$1.66 Million 0.15% of portfolio
21,087
Q1 2025 Reduced 1.28%
$0
$1.6 Million 0.15% of portfolio
4,439
Q1 2025 Added 4.35%
$0
$1.58 Million 0.15% of portfolio
6,474
Q1 2025 Reduced 0.71%
$204B
$1.36 Million 0.13% of portfolio
10,270
Q4 2024 Reduced 2.0%
$9.57B
$1.41 Million 0.13% of portfolio
7,045
Q1 2025 Reduced 2.76%
$15.5B
$1.38 Million 0.13% of portfolio
17,013
Q1 2025 Reduced 2.27%
$0
$1.32 Million 0.12% of portfolio
2,357
Q1 2025 Added 0.38%
$59.3B
$1.28 Million 0.12% of portfolio
5,241
Q1 2025 Reduced 4.12%
$221B
$1.31 Million 0.12% of portfolio
4,188
Q2 2024 Reduced 3.94%
$0
$1.35 Million 0.12% of portfolio
34,992
Q1 2025 Added 21.81%
$162B
$1.33 Million 0.12% of portfolio
2,667
Q1 2025 Reduced 39.22%
$0
$1.32 Million 0.12% of portfolio
17,455
Q1 2025 Added 0.23%
$4.71B
$1.2 Million 0.11% of portfolio
4,100
Q1 2025 Reduced 2.38%
$281B
$1.19 Million 0.11% of portfolio
7,132
Q1 2025 Added 0.32%
$136B
$1.2 Million 0.11% of portfolio
47,537
Q1 2025 Reduced 1.26%
$88.9B
$1.19 Million 0.11% of portfolio
2,555
Q1 2024 Reduced 3.98%
$139B
$1.11 Million 0.1% of portfolio
4,708
Q1 2025 Added 0.17%
$0
$1.08 Million 0.1% of portfolio
24,647
Q4 2024 Reduced 0.65%
$11.8B
$1.06 Million 0.1% of portfolio
6,048
Q1 2025 Reduced 1.79%
$0
$952,000 0.09% of portfolio
3,785
Q1 2025 Added 3.36%
$767B
$933,000 0.09% of portfolio
1,130
Q1 2025 Added 0.53%
$0
$970,000 0.09% of portfolio
16,624
Q1 2025 Reduced 0.78%
$278B
$841,000 0.08% of portfolio
5,300
Q1 2025 Reduced 0.19%
$189B
$899,000 0.08% of portfolio
2,726
Q4 2024 Reduced 1.62%
$0
$837,000 0.08% of portfolio
35,842
Q1 2025 New
$0
$910,000 0.08% of portfolio
32,558
Q1 2025 Added 38.69%

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
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