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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.46 Million 0.39% of portfolio
56,758
Q4 2024 Added 7.66%
$123B
$3.91 Million 0.34% of portfolio
13,346
Q4 2024 Added 1.58%
$0
$3.78 Million 0.33% of portfolio
13,054
Q4 2024 Reduced 1.93%
$61B
$3.63 Million 0.32% of portfolio
28,583
Q4 2024 Reduced 6.03%
$6.48B
$3.53 Million 0.31% of portfolio
18,857
Q4 2024 Reduced 5.33%
$469B
$3.4 Million 0.3% of portfolio
5
Q4 2024 New
$297B
$3.37 Million 0.29% of portfolio
54,188
Q4 2024 Reduced 4.2%
$221B
$3.28 Million 0.28% of portfolio
29,020
Q4 2024 Added 0.46%
$248B
$3.23 Million 0.28% of portfolio
54,530
Q4 2024 Reduced 0.86%
$395B
$3.16 Million 0.27% of portfolio
18,840
Q4 2024 Reduced 5.68%
$371B
$3.05 Million 0.26% of portfolio
17,167
Q4 2024 Added 1.0%
$5.67B
$3.03 Million 0.26% of portfolio
36,674
Q4 2024 Added 0.13%
$0
$2.73 Million 0.24% of portfolio
105,566
Q4 2024 Added 89.5%
$359B
$2.77 Million 0.24% of portfolio
7,133
Q4 2024 Added 1.06%
$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
$2.28 Million 0.2% of portfolio
45,418
Q4 2024 Reduced 14.93%
$203B
$2.28 Million 0.2% of portfolio
4,388
Q4 2024 Added 241.21%
$0
$1.93 Million 0.17% of portfolio
26,903
Q4 2024 Added 36.46%
$8.1B
$2.01 Million 0.17% of portfolio
7,245
Q2 2024 Reduced 1.36%
$141B
$1.95 Million 0.17% of portfolio
7,899
Q3 2024 Reduced 0.62%
$202B
$1.84 Million 0.16% of portfolio
6,211
Q4 2024 Added 0.47%
$118B
$1.68 Million 0.15% of portfolio
5,048
Q4 2024 Added 6.27%
$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
$1.67 Million 0.14% of portfolio
21,361
Q4 2024 Reduced 9.26%
$17.7B
$1.57 Million 0.14% of portfolio
17,409
Q4 2024 Reduced 4.76%
$0
$1.65 Million 0.14% of portfolio
6,520
Q4 2024 Reduced 0.05%
$4.52B
$1.48 Million 0.13% of portfolio
4,200
Q2 2024 Reduced 2.33%
$59.9B
$1.54 Million 0.13% of portfolio
5,466
Q4 2024 Reduced 2.81%
$0
$1.38 Million 0.12% of portfolio
2,348
Q4 2024 Added 2.04%
$223B
$1.4 Million 0.12% of portfolio
8,364
Q4 2024 Reduced 1.4%
$785B
$1.41 Million 0.12% of portfolio
3,503
Q4 2024 Added 67.53%
$0
$1.22 Million 0.11% of portfolio
17,415
Q4 2024 Reduced 14.33%
$147B
$1.28 Million 0.11% of portfolio
48,144
Q4 2024 Reduced 2.18%
$15.1B
$1.29 Million 0.11% of portfolio
6,158
Q4 2024 Reduced 0.13%
$225B
$1.21 Million 0.11% of portfolio
4,188
Q2 2024 Reduced 3.94%
$0
$1.16 Million 0.1% of portfolio
28,727
Q2 2024 Added 6,077.85%
$84.2B
$1.21 Million 0.1% of portfolio
2,555
Q1 2024 Reduced 3.98%
$195B
$1.19 Million 0.1% of portfolio
10,270
Q4 2024 Reduced 2.0%
$322B
$1.03 Million 0.09% of portfolio
7,109
Q4 2024 Reduced 0.06%
$0
$1.03 Million 0.09% of portfolio
3,662
Q4 2024 Added 4.99%
$177B
$988,000 0.09% of portfolio
2,726
Q4 2024 Reduced 1.62%
$144B
$1.07 Million 0.09% of portfolio
4,700
Q4 2024 Added 0.69%
$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%
$796B
$867,000 0.08% of portfolio
1,124
Q4 2024 Added 6.95%
$66.9B
$966,000 0.08% of portfolio
7,797
Q3 2024 Reduced 2.43%
$236B
$861,000 0.07% of portfolio
8,659
Q4 2024 Added 0.07%

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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