Washington Trust Advisors, Inc.
CIK: 1900099SEC EDGAR →
Portfolio Value
$243.3B
Holdings
684
As of
Q1 2026
New Positions
684
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab Fundamental U.S. Large Company ETF | 739,590 | $20.6B | 8.47% |
| 2 | Uber Technologies | 286,237 | $20.6B | 8.46% |
| 3 | Brookfield Renewable Corp | 392,812 | $15.6B | 6.43% |
| 4 | Starbucks | 171,816 | $15.4B | 6.33% |
| 5 | Walt Disney Company | 134,135 | $12.9B | 5.31% |
| 6 | Edwards Lifesciences | 133,815 | $10.7B | 4.40% |
| 7 | Schwab Fundamental International Equity ETF | 191,340 | $9.4B | 3.85% |
| 8 | Vanguard Tax-Exempt Bond ETF | 174,138 | $8.7B | 3.57% |
| 9 | Chewy | 276,785 | $7.5B | 3.07% |
| 10 | Kinder Morgan | 195,839 | $6.6B | 2.70% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 207 | $103.3B | 42.4% |
| Consumer Cyclical | 55 | $30.7B | 12.6% |
| Technology | 83 | $27.9B | 11.5% |
| Healthcare | 65 | $19.2B | 7.9% |
| Utilities | 25 | $18.2B | 7.5% |
| Communication Services | 24 | $14.3B | 5.9% |
| Energy | 32 | $9.5B | 3.9% |
| Real Estate | 27 | $7.6B | 3.1% |
| Consumer Defensive | 32 | $6.3B | 2.6% |
| Industrials | 75 | $4.0B | 1.7% |
| Unknown | 36 | $1.5B | 0.6% |
| Basic Materials | 23 | $841.7M | 0.3% |