Washington Trust Advisors, Inc.

RIA/Wealth

Washington Trust Advisors, Inc. is a RIA/Wealth based in Wellesley, MA led by Kathleen Ryan, reporting $2.0B in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).

PresidentKathleen Ryan

Portfolio Value: $1.3B
Positions: 689
Top Holding: AAPL at 5.7%
Last Reported: Q3 2025

Address20 William St, Suite 135, Wellesley, MA, 02481, United States

Top Holdings

Largest long holdings in Washington Trust Advisors, Inc.'s portfolio (39.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$74.9M	5.70%	-$1.7M Sold	0.00% 294.1K shares	Q4 2021 Held for 3y 11m
2 Quanta Services PWR	Engineering & Construction Industrials	$72.2M	5.49%	-$5.5M Sold	0.12% 174.2K shares	Q4 2021 Held for 3y 11m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$54.9M	4.18%	-$1.6M Sold	0.00% 74.7K shares	Q4 2021 Held for 3y 11m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$53.2M	4.04%	-$748.7K Sold	0.00% 218.3K shares	Q4 2021 Held for 3y 11m
5 Palo Alto Networks, Inc. PANW	Software - Infrastructure Technology	$50.4M	3.84%	-$446.5K Sold	0.04% 247.6K shares	Q4 2021 Held for 3y 11m
6 Visa V	Financial - Credit Services Financial Services	$48.2M	3.66%	-$837.1K Sold	0.01% 141.1K shares	Q4 2021 Held for 3y 11m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$47.0M	3.58%	-$1.2M Sold	0.00% 214.2K shares	Q4 2021 Held for 3y 11m
8 Booking Holdings Inc. BKNG	Travel Services Consumer Cyclical	$41.9M	3.19%	-$1.6M Sold	0.02% 7.8K shares	Q4 2021 Held for 3y 11m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$39.5M	3.00%	-$2.5M Sold	0.00% 162.4K shares	Q4 2021 Held for 3y 11m
10 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$38.4M	2.92%	-$733.5K Sold	0.00% 76.4K shares	Q4 2021 Held for 3y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Washington Trust Advisors, Inc.'s latest filing

See all changes

GthenC

Market Value

$1.3B

Prior: $1.2B

Q/Q Change

+6.68%

+$82.3M

Net Flows % of MV

+0.691%

Turnover Ratio

3.0%

New Purchases

57 stocks

$16.1M

Added To

176 stocks

+$27.5M

Sold Out Of

27 stocks

$696.6K

Reduced Holdings

169 stocks

-$33.8M

Increased Positions

Position	Shares Δ	Change
1 DFNM Dimensional National Municipal Bond DFNM	New	0 → 81.5K +$3.9M
2 Dimensional US High Profitability DUHP	New	0 → 64.0K +$2.4M
3 Dimensional International Value DFIV	New	0 → 37.7K +$1.7M
4 OUNZ VanEck Merk Gold Trust OUNZ	New	0 → 43.0K +$1.6M
5 Dimensional International High Profitability DIHP	New	0 → 49.1K +$1.5M

Decreased Positions

Position	Shares Δ	Change
1 TransDigm Group TDG	Sold	166.0 → 0 −$252.4K
2 LPL Financial Holdings LPLA	Sold	199.0 → 0 −$74.8K
3 Fair Isaac FICO	Sold	35.0 → 0 −$64.3K
4 Ingersoll Rand IR	Sold	705.0 → 0 −$58.6K
5 Cintas CTAS	Sold	227.0 → 0 −$50.6K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Washington Trust Advisors, Inc.

View analytics

GthenA

Sector Allocation

Technology

19.80%

Communication Services

13.40%

Industrials

12.20%

Healthcare

12.00%

ETF

11.90%

Consumer Cyclical

10.40%

Financial Services

9.30%

Consumer Defensive

2.70%

Basic Materials

2.40%

Real Estate

2.20%

Utilities

1.40%

Energy

1.30%

Market Cap Distribution

Mega Cap (> $200B)

41.61%

Large Cap ($10B - $200B)

42.42%

Mid Cap ($2B - $10B)

2.96%

Small Cap ($300M - $2B)

0.06%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

12.92%

Portfolio Concentration

Top 10 Holdings %

39.61%

Top 20 Holdings %

59.33%

Top 50 Holdings %

84.04%

Top 100 Holdings %

93.66%