Washington Trust Advisors, Inc. Portfolio Holdings by Sector
Washington Trust Advisors, Inc.
- $1.26 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FNDX VOO VUG SPY VTEB FNDF VTV HYG 134 stocks |
$153,453
12.15% of portfolio
|
  69  
|
  21  
|
  26  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL SPOT DASH PINS 6 stocks |
$147,766
11.7% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MSFT ORCL PLTR CHKP SQ CRWD FFIV 20 stocks |
$76,873
6.09% of portfolio
|
  5  
|
  6  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$74,909
5.93% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR APG GVA 3 stocks |
$72,247
5.72% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD BDX ISRG ANGO ALC HAE RGEN 7 stocks |
$59,885
4.74% of portfolio
|
  4  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CHWY MELI CVNA EBAY SE BABA JD 8 stocks |
$58,758
4.65% of portfolio
|
  5  
|
  3  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL AXP MA COF 5 stocks |
$57,145
4.53% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SNOW DOCU GWRE CRM SHOP INTU NOW 28 stocks |
$44,986
3.56% of portfolio
|
  10  
|
  10  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A EQH HIG SLF ACGL 6 stocks |
$42,220
3.34% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG NCLH RCL CCL EXPE 5 stocks |
$41,998
3.33% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TXN INTC AMD ADI MU 16 stocks |
$37,703
2.99% of portfolio
|
  5  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$31,999
2.53% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL PPG MTX SHW DD IFF LYB 8 stocks |
$30,668
2.43% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV TMO ICLR ILMN NEOG DHR A GH 10 stocks |
$28,221
2.24% of portfolio
|
  2  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS MSGE NFLX WBD LYV 5 stocks |
$24,875
1.97% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW PEN ABT ALGN GMED SYK MDT ZBH 13 stocks |
$22,324
1.77% of portfolio
|
  7  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$21,154
1.68% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL ETN GE CSWI EMR ITT FELE OTIS 14 stocks |
$18,517
1.47% of portfolio
|
  3  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
ZBRA CSCO CRDO LITE 4 stocks |
$18,258
1.45% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD CMG TXRH YUM YUMC WING PTLO 8 stocks |
$18,017
1.43% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN VRTX NVO AXSM ARWR MRUS ALDX GMAB 24 stocks |
$17,048
1.35% of portfolio
|
  9  
|
  6  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV PFE LLY MRK AMGN BMY GILD 10 stocks |
$15,866
1.26% of portfolio
|
  4  
|
  4  
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV PRVA HQY PHR 4 stocks |
$13,341
1.06% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX IRM RYN WY SBAC 6 stocks |
$11,376
0.9% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C BBVA 5 stocks |
$10,470
0.83% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL SU IMO CVE 6 stocks |
$10,127
0.8% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$9,400
0.74% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE SHOO 2 stocks |
$8,755
0.69% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$8,491
0.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
INVH UDR ESS AVB 4 stocks |
$7,898
0.63% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BR CTSH ACN FISV EPAM PAY FLYW 8 stocks |
$6,864
0.54% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI WMB ENB EPD LNG 5 stocks |
$6,102
0.48% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC ONTO 4 stocks |
$4,933
0.39% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$4,550
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,278
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$4,039
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR GS MS JEF HLI SCHW RJF 7 stocks |
$3,354
0.27% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX EXPD ZTO 4 stocks |
$3,090
0.24% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL KMB UL 4 stocks |
$3,009
0.24% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA GD CW AXON HWM LMT BWXT 13 stocks |
$2,730
0.22% of portfolio
|
  3  
|
  7  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK LNT DTE ED D EIX XEL 15 stocks |
$1,900
0.15% of portfolio
|
  4  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$1,766
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
NBTB MTB AROW USB WBS PNC TFC HDB 15 stocks |
$1,699
0.13% of portfolio
|
  10  
|
  2  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN RRR 2 stocks |
$1,603
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO ICE SPGI CME FDS 5 stocks |
$1,444
0.11% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM XPEV 3 stocks |
$1,360
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,349
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX CNI 4 stocks |
$1,336
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,149
0.09% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK AMP CEF CSWC BX MAIN EOS ARES 13 stocks |
$1,113
0.09% of portfolio
|
  3  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ TMUS CMCSA CABO LBRDK TLK VOD 8 stocks |
$960
0.08% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR JCI AAON 4 stocks |
$843
0.07% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EXR PSA 3 stocks |
$705
0.06% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB BKR LBRT AROC TDW 5 stocks |
$562
0.04% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP SRE MGEE 3 stocks |
$550
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL TRV L PGR 4 stocks |
$527
0.04% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
INGR FRPT CPB GIS BRBR KHC SMPL 7 stocks |
$521
0.04% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$481
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$468
0.04% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
NRT COP EOG EQT MTDR FANG 6 stocks |
$431
0.03% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CVS CI 4 stocks |
$414
0.03% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA RE 2 stocks |
$335
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$275
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR CTVA 2 stocks |
$269
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC WTW AON 3 stocks |
$261
0.02% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM CLH 2 stocks |
$253
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$252
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
BEP CEG 2 stocks |
$220
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN VTRS 3 stocks |
$191
0.02% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH FLEX GLW 3 stocks |
$147
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA SWK ROLL 3 stocks |
$138
0.01% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK AWR 2 stocks |
$137
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL STX NTAP DDD 4 stocks |
$106
0.01% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$92
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$88
0.01% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
EA TTWO NTES 3 stocks |
$85
0.01% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
GATX WSC HRI 3 stocks |
$66
0.01% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN MHO TPH PHM 4 stocks |
$66
0.01% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
GHC 1 stocks |
$58
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK HSIC 2 stocks |
$56
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$49
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET MFC 2 stocks |
$47
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$46
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$43
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL CSGP 2 stocks |
$38
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS MAT 2 stocks |
$36
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY PFGC 2 stocks |
$36
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX BOOT ROST 3 stocks |
$35
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
VNT TDY BMI 3 stocks |
$28
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC CASY 2 stocks |
$25
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK ALGT RYAAY 3 stocks |
$22
0.0% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$21
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$19
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O NNN 2 stocks |
$19
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$19
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Infrastructure Operations | Industrials
ACA 1 stocks |
$18
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$17
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO 2 stocks |
$16
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 |
$11
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
|
|
Security & Protection Services | Industrials
REZI 1 stocks |
$10
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK IP 2 stocks |
$10
0.0% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG LNW 2 stocks |
$9
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
LAD 1 stocks |
$8
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
LZ 1 stocks |
$8
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
MHK IRBT 2 stocks |
$6
0.0% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
PEB 1 stocks |
$3
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT OPTT 2 stocks |
$2
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|