Washington Trust Advisors, Inc.
CIK: 0001900099SEC EDGAR →
Portfolio Value
$1.3B
Holdings
585
As of
Q4 2025
New Positions
80
Closed Positions
27
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple | 287,747 | $78.2M | 5.98% |
| 2 | Quanta Services | 169,886 | $71.7M | 5.48% |
| 3 | Alphabet Cl C | 213,543 | $67.0M | 5.12% |
| 4 | Alphabet Cl A | 160,115 | $50.1M | 3.83% |
| 5 | Amazon | 211,016 | $48.7M | 3.72% |
| 6 | Visa | 138,787 | $48.7M | 3.72% |
| 7 | Meta Platforms | 73,534 | $48.5M | 3.71% |
| 8 | Palo Alto Networks | 243,054 | $44.8M | 3.42% |
| 9 | Booking Holdings | 7,635 | $40.9M | 3.12% |
| 10 | Berkshire Hathaway B | 74,703 | $37.5M | 2.87% |
Quarterly Changes
Top Buys
New Positions (23)
$232K · 4K shares
$204K · 4K shares
$85K · 1K shares
$46K · 479 shares
$39K · 489 shares
$34K · 181 shares
$30K · 1K shares
$26K · 208 shares
$21K · 177 shares
$20K · 5K shares
$19K · 445 shares
$14K · 130 shares
$11K · 69 shares
$11K · 105 shares
$9K · 90 shares
$9K · 187 shares
$5K · 367 shares
$4K · 284 shares
$4K · 51 shares
$3K · 8 shares
$2K · 16 shares
$2K · 61 shares
$2K · 154 shares
Closed Positions (126)
$787K · 34K shares
$707K · 5K shares
$88K · 1K shares
$68K · 529 shares
$57K · 284 shares
$55K · 394 shares
$54K · 530 shares
$39K · 635 shares
$38K · 99 shares
$37K · 123 shares
$36K · 108 shares
$32K · 137 shares
$31K · 747 shares
$30K · 513 shares
$27K · 145 shares
$19K · 213 shares
$18K · 197 shares
$18K · 100 shares
$17K · 152 shares
$15K · 58 shares
$15K · 207 shares
$15K · 160 shares
$15K · 49 shares
$14K · 282 shares
$13K · 103 shares
$13K · 313 shares
$13K · 226 shares
$12K · 178 shares
$12K · 163 shares
$12K · 194 shares
$12K · 114 shares
$11K · 36 shares
$11K · 119 shares
$11K · 242 shares
$11K · 118 shares
$10K · 26 shares
$10K · 275 shares
$10K · 314 shares
$10K · 385 shares
$9K · 63 shares
$9K · 63 shares
$9K · 89 shares
$9K · 381 shares
$9K · 93 shares
$9K · 193 shares
$9K · 53 shares
$9K · 154 shares
$9K · 821 shares
$8K · 251 shares
$8K · 137 shares
$8K · 167 shares
$8K · 33 shares
$8K · 26 shares
$8K · 402 shares
$8K · 163 shares
$8K · 47 shares
$8K · 89 shares
$7K · 276 shares
$7K · 108 shares
$7K · 265 shares
$7K · 607 shares
$7K · 121 shares
$7K · 115 shares
$7K · 168 shares
$7K · 107 shares
$6K · 31 shares
$6K · 186 shares
$6K · 133 shares
$6K · 497 shares
$6K · 30 shares
$6K · 77 shares
$6K · 416 shares
$6K · 32 shares
$5K · 198 shares
$5K · 219 shares
$5K · 41 shares
$5K · 102 shares
$5K · 56 shares
$5K · 379 shares
$5K · 26 shares
$5K · 67 shares
$5K · 79 shares
$5K · 326 shares
$5K · 33 shares
$5K · 40 shares
$4K · 184 shares
$4K · 41 shares
$4K · 41 shares
$4K · 106 shares
$4K · 168 shares
$4K · 22 shares
$4K · 29 shares
$4K · 351 shares
$4K · 96 shares
$4K · 333 shares
$4K · 68 shares
$3K · 9 shares
$3K · 209 shares
$3K · 64 shares
$3K · 36 shares
$3K · 49 shares
$3K · 9 shares
$3K · 194 shares
$2K · 106 shares
$2K · 48 shares
$2K · 33 shares
$2K · 49 shares
$2K · 274 shares
$2K · 78 shares
$2K · 81 shares
$2K · 119 shares
$2K · 72 shares
$2K · 253 shares
$2K · 141 shares
$2K · 125 shares
$1K · 83 shares
$1K · 160 shares
$1K · 913 shares
$1K · 41 shares
$1K · 205 shares
$953 · 50 shares
$900 · 32 shares
$708 · 19 shares
$50 · 14 shares
$38 · 1 shares
$1 · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 70 | $252.8M | 19.3% |
| Financial Services | 198 | $242.5M | 18.5% |
| Communication Services | 22 | $192.5M | 14.7% |
| Industrials | 62 | $157.0M | 12.0% |
| Healthcare | 58 | $136.8M | 10.5% |
| Consumer Cyclical | 37 | $131.0M | 10.0% |
| Unknown | 29 | $76.9M | 5.9% |
| Consumer Defensive | 25 | $36.9M | 2.8% |
| Basic Materials | 18 | $23.4M | 1.8% |
| Real Estate | 20 | $20.5M | 1.6% |
| Utilities | 24 | $20.1M | 1.5% |
| Energy | 22 | $18.0M | 1.4% |