Washington Trust Advisors, Inc.

CIK: 0001900099Latest portfolio: $1.3B · Q4 2025

Holdings

585

Total Value

$1.3B

New Positions

22

Closed Positions

124

#StockSharesValue% PortfolioChangeType
1
AAPLApple
287,747$78.2M5.98%-6,392
2
PWRQuanta Services
169,886$71.7M5.48%-4,357
3
GOOGAlphabet Cl C
213,543$67.0M5.12%-4,709
4
GOOGLAlphabet Cl A
160,115$50.1M3.83%-2,308
5
AMZNAmazon
211,016$48.7M3.72%-3,211
6
VVisa
138,787$48.7M3.72%-2,264
7
METAMeta Platforms
73,534$48.5M3.71%-1,205
8
PANWPalo Alto Networks
243,054$44.8M3.42%-4,566
9
BKNGBooking Holdings
7,635$40.9M3.12%-125
10
BRK/BBerkshire Hathaway B
74,703$37.5M2.87%-1,697
11
NVDANVIDIA
179,011$33.4M2.55%-10,371
12
DEDeere & Co
66,186$30.8M2.35%-896
13
IQVIQVIA Holdings
131,774$29.7M2.27%-1,880
14
RMEResMed
122,565$29.5M2.26%-1,498
15
UBERUber Technologies
293,446$24.0M1.83%-2,983
16
REGNRegeneron Pharmaceuticals
29,424$22.7M1.74%-301
17
MSFTMicrosoft
46,727$22.6M1.73%-358
18
JJacobs Solutions
161,204$21.4M1.63%-2,401
19
FNDXSchwab Fundamental U.S. Large Company ETF
753,367$20.5M1.57%-4,479
20
BDXBecton Dickinson
96,044$18.6M1.42%+103
21
PEPPepsiCo
121,419$17.4M1.33%-3,053
22
VOOVanguard S&P 500 Index Fd ETF
26,455$16.6M1.27%+2K
23
DISWalt Disney Company
138,786$15.8M1.21%-2,445
24
BEPCBrookfield Renewable Corp
405,912$15.6M1.19%-7,126
25
SBUXStarbucks
177,496$14.9M1.14%-4,524

Quarterly Changes

New Positions

Closed Positions

  • AQLTCLOSED
    $787.1M
  • ARMCLOSED
    $707.0M
  • ULCLOSED
    $88.4M
  • FISVCLOSED
    $68.2M
  • EACLOSED
    $57.3M
  • IWSCLOSED
    $55.1M
  • IRMCLOSED
    $54.0M
  • GMCLOSED
    $38.7M
  • CVNACLOSED
    $37.5M
  • KAICLOSED
    $36.6M

Increased Positions

NameSharesChange
BND48K+21K
BN32K+11K
DFAI45K+10K
EW138K+7K
JPST8K+5K
SCHP107K+5K
VTEB179K+5K
NFLX5K+5K
DFUS36K+5K
FNDF192K+3K

Decreased Positions

NameSharesChange
SPHR103K-75051
APD45K-21239
NVDA179K-10371
INVH254K-10330
BEPC406K-7126
AAPL288K-6392
GOOG214K-4709
PANW243K-4566
SBUX177K-4524
FNDX753K-4479

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.822644770333852e+176T)
Industrials0.0% ($7.170130814882933e+145T)
Healthcare0.0% ($2.970322710186381e+139T)
Consumer Cyclical0.0% ($4.870540889149469e+79T)
Unknown0.0% ($3.75482952237742e+64T)
Consumer Defensive0.0% ($1.7425929334812527e+54T)
Utilities0.0% ($1.5562156060235028e+50T)
Communication Services0.0% ($6.700950115485382e+45T)
Energy0.0% ($9.674547165857436e+41T)
Basic Materials0.0% ($1.0993108806482012e+33T)
Real Estate0.0% ($9.137704525497658e+32T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 3, 2026$1.3B726
Q3 2025Nov 10, 2025$1.3T827
Q2 2025Jul 31, 2025$1.2T768
Q1 2025Apr 25, 2025$1.1T773
Q4 2024Feb 6, 2025$1.2T803
Q3 2024Nov 1, 2024$1160.6T849
Q2 2024Jul 25, 2024$1088.1T851
Q1 2024May 7, 2024$1090.9T855
Q4 2023Jan 18, 2024$1044.3T864
Q3 2023Oct 18, 2023$974.5T882
Q2 2023Jul 27, 2023$1031.3T854
Q1 2023May 4, 2023$982.3T995
Q4 2022Feb 8, 2023$915.0T1,002
Q3 2022Oct 14, 2022$1.1T1,154
Q2 2022Jul 25, 2022$1.1T1,177
Q1 2022May 5, 2022$1.4T1,336
Q4 2021Feb 11, 2022$1.5T1,343

Fund Information

CIK0001900099
Most Recent FilingFeb 3, 2026
Number of Filings17

Washington Trust Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.3B across 585 holdings. The largest position is Apple (AAPL), representing 6.0% of the portfolio. Compared to the previous quarter, the fund opened 23 new positions and closed 126 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.