Portfolio (Quarterly)
Guide ↗
WASHINGTON TRUST Co
· CIK 0001079736| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NULV | NUVEEN ESG LARGE-CAP VAL ETF | — | 10,260 | $462K | 0.01% | SOLD |
| 2 | APOS | APOLLO GLOBAL MANAGEMENT INC | Financial Services | 2,130 | $308K | 0.01% | SOLD |
| 3 | QQQJ | INVESCO NASDAQ NEXT GEN 100 | — | 7,907 | $291K | 0.01% | SOLD |
| 4 | FISV | FISERV INC | Technology | 4,026 | $270K | 0.01% | SOLD |
| 5 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 1,300 | $226K | 0.01% | SOLD |
| 6 | TSLA | TESLA INC | Consumer Cyclical | 485 | $218K | 0.01% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC-A | Technology | 1,205 | $214K | 0.01% | SOLD |
| 8 | IWN | ISHARES RUSSELL 2000 VALUE E | — | 1,131 | $205K | 0.01% | SOLD |
| 9 | CWI | SPDR MSCI ACWI EX-US | — | 5,700 | $205K | 0.01% | SOLD |
| 10 | A | AGILENT TECHNOLOGIES INC | Healthcare | 1,481 | $202K | 0.01% | SOLD |
| 11 | CEG | CONSTELLATION ENERGY | Utilities | 569 | $201K | 0.01% | SOLD |
| 12 | — | Unilever ADR Reptg 1 | — | 3,063 | $200K | 0.01% | SOLD |
Sector Allocation
Technology
31.3%
Financial Services
19.5%
Industrials
12.2%
Communication Services
9.6%
Consumer Cyclical
9.2%
Healthcare
8.7%
Consumer Defensive
5.2%
Utilities
1.8%
Real Estate
1.5%
Energy
0.7%