Wallington Asset Management, LLC Diversified Active

CIK: 0001426754 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 25, 2023

Total Value ($000): $462 (100.0% shares, 0.0% debt)

Holdings (76)

TJX TJX Companies Inc. 5.3%
Value ($000) $24 Shares 307,259 Est. Cost $39.60 Unrealized +78.6%
IJR iShares Core S&P Small-Cap ETF 5.2%
Value ($000) $24 Shares 252,580 Est. Cost $91.39 Unrealized
MSFT Microsoft Corp. 4.7%
Value ($000) $22 Shares 90,126 Est. Cost $30.65 Unrealized +663.7%
Linde PLC 4.6%
Value ($000) $21 Shares 65,357 Est. Cost $293.28 Unrealized
WRB W.R. Berkley Corp. 4.1%
Value ($000) $19 Shares 263,417 Est. Cost $25.13 Unrealized +77.1%
JNJ Johnson & Johnson 4.1%
Value ($000) $19 Shares 108,069 Est. Cost $75.58 Unrealized +107.8%
UNH UnitedHealth Group Inc. 4.0%
Value ($000) $18 Shares 34,656 Est. Cost $238.31 Unrealized +110.0%
HON Honeywell International Inc. 3.6%
Value ($000) $17 Shares 78,076 Est. Cost $84.20 Unrealized +112.3%
AAPL Apple Inc. 3.5%
Value ($000) $16 Shares 123,964 Est. Cost $87.19 Unrealized +61.4%
V Visa Inc. Class A 3.4%
Value ($000) $16 Shares 75,340 Est. Cost $226.47 Unrealized -13.0%
UNP Union Pacific Corp. 3.3%
Value ($000) $15 Shares 72,679 Est. Cost $114.89 Unrealized +65.5%
PEP PepsiCo Inc. 3.0%
Value ($000) $14 Shares 75,763 Est. Cost $67.80 Unrealized +137.3%
Medtronic PLC 2.9%
Value ($000) $13 Shares 173,163 Est. Cost $125.18 Unrealized
BAC Bank of America Corp. 2.9%
Value ($000) $13 Shares 404,533 Est. Cost $31.06 Unrealized +2.1%
AMT American Tower Corp. 2.9%
Value ($000) $13 Shares 63,034 Est. Cost $248.33 Unrealized -24.8%
PSX Phillips 66 2.7%
Value ($000) $12 Shares 118,235 Est. Cost $47.83 Unrealized +91.0%
PLGIX Principal Large-Cap Growth Fun 2.5%
Value ($000) $12 Shares 895,679 Est. Cost $21.27 Unrealized
GS Goldman Sachs Group Inc. 2.4%
Value ($000) $11 Shares 32,300 Est. Cost $144.13 Unrealized +123.1%
CVS CVS Health Corp. 2.4%
Value ($000) $11 Shares 118,658 Est. Cost $42.91 Unrealized +100.3%
HD Home Depot Inc. 2.2%
Value ($000) $10 Shares 32,637 Est. Cost $72.07 Unrealized +290.2%
AMGN Amgen Inc. 2.2%
Value ($000) $10 Shares 38,582 Est. Cost $89.48 Unrealized +171.3%
GLD SPDR Gold Trust 2.1%
Value ($000) $10 Shares 56,977 Est. Cost $164.28 Unrealized
BP BP PLC (ADR) 2.0%
Value ($000) $9 Shares 258,488 Est. Cost $24.50 Unrealized
LOW Lowe's Companies Inc. 1.9%
Value ($000) $9 Shares 43,270 Est. Cost $102.36 Unrealized +83.8%
XOM Exxon Mobil Corp. 1.9%
Value ($000) $9 Shares 77,947 Est. Cost $55.73 Unrealized +72.8%
IAU iShares Gold Trust 1.6%
Value ($000) $7 Shares 214,787 Est. Cost $32.61 Unrealized
AMZN Amazon.com Inc. 1.5%
Value ($000) $7 Shares 81,210 Est. Cost $122.49 Unrealized -19.4%
GOOG Alphabet Inc. Class C 1.4%
Value ($000) $6 Shares 71,136 Est. Cost $112.14 Unrealized -15.5%
CL Colgate-Palmolive Co. 1.2%
Value ($000) $6 Shares 69,833 Est. Cost $46.17 Unrealized +51.0%
AVUV Avantis U.S. Small-Cap Value E 1.1%
Value ($000) $5 Shares 68,290 Est. Cost $0.07 Unrealized
TROIX T. Rowe Price Overseas Stock F 1.1%
Value ($000) $5 Shares 463,050 Est. Cost $10.44 Unrealized
OIEJX JPMorgan Equity Income Fund R6 1.0%
Value ($000) $5 Shares 206,467 Est. Cost $22.50 Unrealized
AFL Aflac Inc. 1.0%
Value ($000) $5 Shares 63,591 Est. Cost $28.36 Unrealized +120.4%
PANW Palo Alto Networks Inc. 0.9%
Value ($000) $4 Shares 30,531 Est. Cost $80.29 Unrealized 0.0%
VFSUX Vanguard Short-Term Inv Grade 0.9%
Value ($000) $4 Shares 421,765 Est. Cost $10.08 Unrealized
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $4 Shares 9,962 Est. Cost $429.09 Unrealized
DIS The Walt Disney Co. 0.8%
Value ($000) $4 Shares 42,652 Est. Cost $75.36 Unrealized +24.0%
META Meta Platforms Inc. (Facebook 0.8%
Value ($000) $3 Shares 28,928 Est. Cost $357.67 Unrealized -67.4%
D Dominion Energy Inc. 0.7%
Value ($000) $3 Shares 56,032 Est. Cost $47.66 Unrealized +12.6%
JDMNX Janus Henderson Enterprise Fun 0.6%
Value ($000) $3 Shares 22,683 Est. Cost $156.23 Unrealized
RHHBY Roche Holdings Ltd. (ADR) 0.4%
Value ($000) $2 Shares 51,142 Est. Cost $40.65 Unrealized
LLY Eli Lilly & Co. 0.4%
Value ($000) $2 Shares 5,094 Est. Cost $78.87 Unrealized +338.4%
WFSPX iShares S&P 500 Index Fund K 0.4%
Value ($000) $2 Shares 3,698 Est. Cost $496.11 Unrealized
PRSVX T. Rowe Price Small-Cap Value 0.3%
Value ($000) $1 Shares 27,463 Est. Cost $59.47 Unrealized
ICSFX Invesco Comstock Fund R6 0.3%
Value ($000) $1 Shares 48,444 Est. Cost $26.26 Unrealized
Invesco Developing Markets Fun 0.3%
Value ($000) $1 Shares 35,987 Est. Cost $34.47 Unrealized
BA Boeing Co. 0.2%
Value ($000) $1 Shares 5,850 Est. Cost $83.90 Unrealized +94.9%
IVW iShares S&P 500 Growth ETF 0.2%
Value ($000) $1 Shares 16,460 Est. Cost $75.10 Unrealized
HLIEX JPMorgan Equity Income Fund I 0.2%
Value ($000) $1 Shares 42,450 Est. Cost $23.36 Unrealized
VSMAX Vanguard Small-Cap Index Fund 0.2%
Value ($000) $1 Shares 7,987 Est. Cost $102.56 Unrealized
IVICMKS Invesco V.I. Comstock Fund VIT 0.1%
Value ($000) $1 Shares 17,858 Est. Cost $34.62 Unrealized
VTIAX Vanguard Total Intl Stock Inde 0.1%
Value ($000) $1 Shares 21,963 Est. Cost $26.26 Unrealized
Black Knight Inc. 0.1%
Value ($000) $1 Shares 9,282 Est. Cost $71.99 Unrealized
SPYV SPDR Portfolio S&P 500 Value E 0.1%
Value ($000) $1 Shares 13,920 Est. Cost $31.74 Unrealized
VVASTIV Vanguard Short-Term Corporate 0.1%
Value ($000) $1 Shares 47,327 Est. Cost $11.16 Unrealized
VCSH Vanguard Short-Term Corporate 0.1%
Value ($000) $1 Shares 6,925 Est. Cost $66.08 Unrealized
JPM JPMorgan Chase & Co. 0.1%
Value ($000) $1 Shares 3,784 Est. Cost $117.65 Unrealized 0.0%
FCNTX Fidelity Contrafund 0.1%
Value ($000) $0 Shares 39,653 Est. Cost $16.76 Unrealized
VFIAX Vanguard 500 Index Fund Adm 0.1%
Value ($000) $0 Shares 1,158 Est. Cost $307.93 Unrealized
NKE Nike Inc. 0.1%
Value ($000) $0 Shares 3,400 Est. Cost $41.60 Unrealized +129.1%
QAAGXX T. Rowe Price Blue Chip Growth 0.1%
Value ($000) $0 Shares 9,268 Est. Cost $64.52 Unrealized
VWENX Vanguard Wellington Fund Adm 0.1%
Value ($000) $0 Shares 5,424 Est. Cost $0.07 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $0 Shares 2,630 Est. Cost $119.69 Unrealized
SPYG SPDR Portfolio S&P 500 Growth 0.1%
Value ($000) $0 Shares 6,980 Est. Cost $52.31 Unrealized
CNQ Canadian Natural Resources Ltd 0.1%
Value ($000) $0 Shares 6,200 Est. Cost $13.30 Unrealized +88.7%
CMI Cummins Inc. 0.1%
Value ($000) $0 Shares 1,400 Est. Cost $145.47 Unrealized +51.8%
MKC McCormick & Co. Inc. 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $62.96 Unrealized +18.9%
IEX IDEX Corp. 0.1%
Value ($000) $0 Shares 1,400 Est. Cost $142.68 Unrealized +50.5%
MRK Merck & Co. Inc. 0.1%
Value ($000) $0 Shares 2,666 Est. Cost $71.23 Unrealized +30.3%
AEGFX American Funds Europacific Gro 0.1%
Value ($000) $0 Shares 5,583 Est. Cost $48.01 Unrealized
NVDA Nvidia Corp. 0.1%
Value ($000) $0 Shares 1,832 Est. Cost $14.65 Unrealized 0.0%
CQP Cheniere Energy Partners LP 0.1%
Value ($000) $0 Shares 4,166 Est. Cost $53.29 Unrealized
ELV Elevance Health Inc. 0.0%
Value ($000) $0 Shares 400 Est. Cost $484.45 Unrealized 0.0%
EIBIX Eaton Vance Income Fund of Bos 0.0%
Value ($000) $0 Shares 33,237 Est. Cost $5.49 Unrealized
VFSTX Vanguard Short-Term Inv Grade 0.0%
Value ($000) $0 Shares 16,227 Est. Cost $10.09 Unrealized
UTI Universal Technical Institute 0.0%
Value ($000) $0 Shares 14,250 Est. Cost $8.20 Unrealized -19.5%