WT
| |
Washington Trust Advisors, Inc.13F | |
| Washington Trust Advisors, Inc. | |
| Last update 2025-04-25 | 640 Stocks (28 new) |
| Value $1.13 Bil | Turnover 1 % |
Washington Trust Advisors, Inc... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 303,645 | 67,448.7 | -2.43% | 5.990 | -0.16% | 0.000 | +15.85% | -15.96% | 3,135,776.7 | Hardware | |
V | Visa Inc | 144,499 | 50,641.1 | -0.17% | 4.490 | -0.01% | 0.010 | +14.38% | +13.22% | 696,696.3 | Credit Services | |
PWR | Quanta Services Inc | 188,231 | 47,844.6 | -1.43% | 4.250 | -0.07% | 0.130 | +57.38% | +22.19% | 57,175.1 | Construction | |
META | Meta Platforms Inc | 78,294 | 45,125.3 | -4.16% | 4.010 | -0.17% | 0.000 | +39.25% | +22.89% | 1,806,167.0 | Interactive Media | |
PANW | Palo Alto Networks Inc | 250,430 | 42,733.4 | -1.70% | 3.790 | -0.07% | 0.040 | +32.13% | +10.69% | 134,306.9 | Software | |
AMZN | Amazon.com Inc | 220,329 | 41,919.8 | -1.40% | 3.720 | -0.06% | 0.000 | +27.51% | +1.86% | 2,372,436.3 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 78,132 | 41,611.5 | -5.76% | 3.690 | -0.18% | 0.000 | -2.52% | +5.46% | 1,031,246.8 | Insurance | |
BKNG | Booking Holdings Inc | 8,112 | 37,373.9 | -1.47% | 3.320 | -0.05% | 0.020 | +37.25% | +17.50% | 189,252.0 | Travel & Leisure | |
GOOG | Alphabet Inc | 226,808 | 35,434.2 | -1.86% | 3.150 | -0.07% | 0.000 | +19.12% | -6.54% | 2,147,949.9 | Interactive Media | |
DE | Deere & Co | 68,651 | 32,221.5 | -1.24% | 2.860 | -0.03% | 0.030 | +20.92% | +21.24% | 138,200.3 | Farm & Heavy Construction Machinery |
Washington Trust Advisors, Inc.'s Historical Top Holdings Breakdowns
Washington Trust Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UPS | United Parcel Service Inc | 2025-03-31 | Reduce Reduce | -0.80% | 109.66 ($119.57) 136.26 | $100.85 | -15.66% | Reduce -77.35% | 22,294 | -76,141 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.69% | 375.39 ($407.71) 447.2 | $497.72 | 22.08% | Add 77.55% | 47,460 | 20,730 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.18% | 442.66 ($486.15) 534.52 | $478.03 | -1.67% | Reduce -5.76% | 78,132 | -4,779 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.17% | 576.36 ($645.17) 736.67 | $718.35 | 11.34% | Reduce -4.16% | 78,294 | -3,399 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.16% | 209.68 ($231.67) 247.1 | $209.95 | -9.38% | Reduce -2.43% | 303,645 | -7,573 | |
ARE | Alexandria Real Estate Equities Inc | 2025-03-31 | Add Add | +0.09% | 92.51 ($97.93) 102.81 | $75.04 | -23.37% | Add 14.27% | 84,620 | 10,565 | |
IBTF |
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
| 2025-03-31 | New Buy New Buy | +0.07% | 23.29 ($23.34) 23.38 | $23.30 | -0.17% | New holding | 35,842 | 35,842 | |
PWR | Quanta Services Inc | 2025-03-31 | Reduce Reduce | -0.07% | 236.71 ($288.97) 358.03 | $385.80 | 33.51% | Reduce -1.43% | 188,231 | -2,735 | |
PANW | Palo Alto Networks Inc | 2025-03-31 | Reduce Reduce | -0.07% | 167.82 ($184.92) 208.28 | $201.42 | 8.92% | Reduce -1.7% | 250,430 | -4,319 | |
GMED | Globus Medical Inc | 2025-03-31 | Reduce Reduce | -0.07% | 69.68 ($82.63) 93.32 | $55.97 | -32.26% | Reduce -26.01% | 27,136 | -9,538 |
Washington Trust Advisors, Inc. Total Holding History ($B)
Washington Trust Advisors, Inc.'s Asset Allocation
Washington Trust Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Washington Trust Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Washington Trust Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Washington Trust Advisors, Inc.'s Holdings Heat Map
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Washington Trust Advisors, Inc.'s Holdings Bubble Chart
Washington Trust Advisors, Inc. News
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