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
$3.81T
$77.9 Million 6.76% of portfolio
311,218
Q4 2024 Reduced 0.98%
$42.7B
$60.4 Million 5.24% of portfolio
190,966
Q4 2024 Reduced 1.74%
$2.33T
$49 Million 4.25% of portfolio
223,450
Q4 2024 Reduced 0.8%
$1.62T
$48.2 Million 4.18% of portfolio
81,693
Q4 2024 Reduced 1.46%
$58.9B
$46.4 Million 4.02% of portfolio
254,749
Q4 2024 Added 94.32%
$575B
$45.7 Million 3.97% of portfolio
144,750
Q4 2024 Reduced 2.12%
$1.13T
$44 Million 3.82% of portfolio
231,109
Q4 2024 Reduced 2.14%
$199B
$40.9 Million 3.55% of portfolio
8,233
Q4 2024 Reduced 2.31%
$614B
$37.6 Million 3.26% of portfolio
82,911
Q4 2024 Added 6,838.16%
$1.1T
$34.5 Million 2.99% of portfolio
182,130
Q4 2024 Reduced 3.46%
$144B
$29.5 Million 2.56% of portfolio
69,512
Q4 2024 Reduced 1.33%
$34.7B
$29.4 Million 2.55% of portfolio
128,683
Q4 2024 Reduced 1.37%
$36.7B
$26.8 Million 2.33% of portfolio
136,409
Q4 2024 Reduced 2.85%
$327B
$25.2 Million 2.19% of portfolio
187,763
Q4 2024 Added 0.3%
$64.4B
$21.9 Million 1.9% of portfolio
96,635
Q4 2024 Added 0.07%
$71.2B
$20.9 Million 1.81% of portfolio
29,290
Q4 2024 Reduced 0.3%
$198B
$19.5 Million 1.69% of portfolio
127,919
Q4 2024 Reduced 2.09%
$18.3B
$19.3 Million 1.68% of portfolio
50,045
Q4 2024 Reduced 1.69%
$157B
$19.2 Million 1.67% of portfolio
318,296
Q4 2024 Reduced 1.93%
$0
$18.6 Million 1.61% of portfolio
784,183
Q4 2024 Added 190.28%
$127B
$17.5 Million 1.52% of portfolio
192,459
Q4 2024 Reduced 2.61%
$199B
$16.4 Million 1.42% of portfolio
147,421
Q4 2024 Reduced 1.63%
$0
$12.6 Million 1.1% of portfolio
23,462
Q4 2024 Reduced 1.27%
$88.2B
$12.4 Million 1.08% of portfolio
145,856
Q4 2024 Reduced 2.67%
$83.4B
$12.4 Million 1.08% of portfolio
98,435
Q4 2024 Reduced 4.73%
$3.05T
$11.3 Million 0.98% of portfolio
26,730
Q4 2024 Added 2.29%
$88.2B
$10.3 Million 0.89% of portfolio
55,900
Q4 2024 Reduced 3.17%
$208B
$10.1 Million 0.87% of portfolio
19,287
Q4 2024 Reduced 3.38%
$74.7B
$10.1 Million 0.87% of portfolio
42,904
Q4 2024 Reduced 1.85%
$91B
$9.76 Million 0.85% of portfolio
129,031
Q4 2024 Reduced 5.9%
$32.8B
$9.63 Million 0.84% of portfolio
45,818
Q4 2024 Reduced 1.53%
$447B
$9.29 Million 0.81% of portfolio
86,350
Q4 2024 Added 0.96%
$4.19B
$9.21 Million 0.8% of portfolio
274,960
Q4 2024 Reduced 1.25%
$0
$9.01 Million 0.78% of portfolio
21,951
Q4 2024 Reduced 0.93%
$59.9B
$8.9 Million 0.77% of portfolio
57,662
Q4 2024 Reduced 1.31%
$19.3B
$8.67 Million 0.75% of portfolio
271,271
Q4 2024 Reduced 2.53%
$46.9B
$8.4 Million 0.73% of portfolio
113,410
Q4 2024 Reduced 1.95%
$0
$8.35 Million 0.72% of portfolio
14,251
Q4 2024 Reduced 0.21%
$281B
$7.55 Million 0.66% of portfolio
83,588
Q4 2024 Reduced 0.24%
$808B
$7.63 Million 0.66% of portfolio
31,821
Q4 2024 Reduced 1.05%
$15.5B
$7.22 Million 0.63% of portfolio
74,055
Q4 2024 Added 57.55%
$1.05B
$6.95 Million 0.6% of portfolio
195,287
Q4 2024 Reduced 1.75%
$405B
$6.86 Million 0.6% of portfolio
47,465
Q4 2024 Reduced 2.84%
$23.4B
$6.94 Million 0.6% of portfolio
59,815
Q4 2024 Added 514.31%
$0
$6.33 Million 0.55% of portfolio
190,601
Q4 2024 Added 0.53%
$59.1B
$6.09 Million 0.53% of portfolio
222,289
Q4 2024 Reduced 15.66%
$0
$5.44 Million 0.47% of portfolio
32,139
Q4 2024 Reduced 0.37%
$10.1B
$4.93 Million 0.43% of portfolio
20,749
Q4 2024 Reduced 3.52%
$229B
$4.84 Million 0.42% of portfolio
22,038
Q4 2024 Reduced 1.38%

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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