Washington Trust Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
688
Total value ($000)
$1,314,204
Net value change ($000)
+82,349 (6.7%)
New positions
80
Sold out positions
27
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 13,894 35.4%
AAPL 13,177 21.3%
GOOGL 9,045 29.7%
VTEB 5,893 209.4%
NVDA 4,806 15.7%
ASML 4,768 15380.6%
DFNM 3,909 NEW
IQV 3,867 18.0%
SPHR 3,042 37.8%
J 2,593 11.8%
Top Reduces (Value $000, Stocks/ETFs)
BKNG -4,783 -10.2%
DE -4,186 -12.0%
V -2,799 -5.5%
META -1,860 -3.3%
ISRG -1,822 -18.7%
DIS -1,798 -10.0%
SBUX -1,766 -10.3%
AMT -1,564 -12.9%
PYPL -1,375 -16.8%
AMZN -1,200 -2.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type