Wallington Asset Management, LLC Diversified Active

CIK: 0001426754 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 14, 2023

Total Value ($000): $499 (100.0% shares, 0.0% debt)

Holdings (81)

MSFT Microsoft Corp. 5.2%
Value ($000) $26 Shares 90,436 Est. Cost $30.65 Unrealized +713.9%
IJR iShares Core S&P Small-Cap ETF 5.0%
Value ($000) $25 Shares 255,970 Est. Cost $90.18 Unrealized
TJX TJX Companies Inc. 4.8%
Value ($000) $24 Shares 307,629 Est. Cost $39.60 Unrealized +91.0%
LIN Linde PLC 4.7%
Value ($000) $23 Shares 65,637 Est. Cost $322.30 Unrealized 0.0%
VEA Vanguard FTSE Developed Market 4.3%
Value ($000) $21 Shares 471,210 Est. Cost $0.05 Unrealized
AAPL Apple Inc. 4.1%
Value ($000) $20 Shares 123,846 Est. Cost $87.19 Unrealized +66.9%
V Visa Inc. Class A 3.4%
Value ($000) $17 Shares 75,225 Est. Cost $226.47 Unrealized -3.8%
JNJ Johnson & Johnson 3.4%
Value ($000) $17 Shares 108,839 Est. Cost $75.58 Unrealized +95.7%
WRB W.R. Berkley Corp. 3.3%
Value ($000) $16 Shares 263,183 Est. Cost $25.13 Unrealized +65.6%
UNH UnitedHealth Group Inc. 3.3%
Value ($000) $16 Shares 34,666 Est. Cost $238.31 Unrealized +91.9%
HON Honeywell International Inc. 3.0%
Value ($000) $15 Shares 77,665 Est. Cost $84.20 Unrealized +109.8%
UNP Union Pacific Corp. 2.9%
Value ($000) $15 Shares 73,064 Est. Cost $114.89 Unrealized +64.8%
Medtronic PLC 2.8%
Value ($000) $14 Shares 174,753 Est. Cost $125.18 Unrealized
PEP PepsiCo Inc. 2.8%
Value ($000) $14 Shares 76,533 Est. Cost $68.71 Unrealized +131.0%
AMT American Tower Corp. 2.6%
Value ($000) $13 Shares 63,682 Est. Cost $247.74 Unrealized -23.5%
PLGIX Principal Large-Cap Growth Fun 2.5%
Value ($000) $13 Shares 857,335 Est. Cost $21.27 Unrealized
PSX Phillips 66 2.4%
Value ($000) $12 Shares 118,805 Est. Cost $47.83 Unrealized +91.6%
BAC Bank of America Corp. 2.3%
Value ($000) $12 Shares 405,913 Est. Cost $31.06 Unrealized -1.6%
GS Goldman Sachs Group Inc. 2.1%
Value ($000) $11 Shares 32,520 Est. Cost $144.13 Unrealized +124.5%
AVUV Avantis U.S. Small-Cap Value E 2.1%
Value ($000) $11 Shares 141,920 Est. Cost $0.07 Unrealized
GLD SPDR Gold Trust 2.1%
Value ($000) $10 Shares 56,887 Est. Cost $164.28 Unrealized
BP BP PLC (ADR) 2.0%
Value ($000) $10 Shares 260,048 Est. Cost $24.50 Unrealized
HD Home Depot Inc. 1.9%
Value ($000) $10 Shares 32,317 Est. Cost $72.07 Unrealized +295.0%
AMGN Amgen Inc. 1.9%
Value ($000) $9 Shares 38,562 Est. Cost $89.48 Unrealized +150.4%
CVS CVS Health Corp. 1.8%
Value ($000) $9 Shares 119,188 Est. Cost $42.91 Unrealized +75.2%
LOW Lowe's Companies Inc. 1.7%
Value ($000) $9 Shares 43,350 Est. Cost $102.36 Unrealized +87.8%
XOM Exxon Mobil Corp. 1.7%
Value ($000) $9 Shares 78,932 Est. Cost $56.28 Unrealized +78.0%
AMZN Amazon.com Inc. 1.7%
Value ($000) $8 Shares 81,110 Est. Cost $122.49 Unrealized -21.1%
IAU iShares Gold Trust 1.6%
Value ($000) $8 Shares 217,012 Est. Cost $32.27 Unrealized
GOOG Alphabet Inc. Class C 1.5%
Value ($000) $7 Shares 71,606 Est. Cost $112.14 Unrealized -14.5%
META Meta Platforms Inc. 1.2%
Value ($000) $6 Shares 29,058 Est. Cost $357.67 Unrealized -52.7%
PANW Palo Alto Networks Inc. 1.2%
Value ($000) $6 Shares 30,671 Est. Cost $80.29 Unrealized +5.5%
CL Colgate-Palmolive Co. 1.1%
Value ($000) $5 Shares 69,963 Est. Cost $46.17 Unrealized +50.7%
TROIX T. Rowe Price Overseas Stock F 1.0%
Value ($000) $5 Shares 419,632 Est. Cost $10.44 Unrealized
OIEJX JPMorgan Equity Income Fund R6 0.9%
Value ($000) $5 Shares 207,565 Est. Cost $22.50 Unrealized
DIS The Walt Disney Co. 0.9%
Value ($000) $4 Shares 43,072 Est. Cost $75.36 Unrealized +30.7%
AFL Aflac Inc. 0.8%
Value ($000) $4 Shares 63,261 Est. Cost $28.36 Unrealized +126.6%
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $4 Shares 9,843 Est. Cost $429.09 Unrealized
VFSUX Vanguard Short-Term Inv Grade 0.8%
Value ($000) $4 Shares 396,888 Est. Cost $10.08 Unrealized
D Dominion Energy Inc. 0.6%
Value ($000) $3 Shares 56,642 Est. Cost $47.69 Unrealized +6.1%
JDMNX Janus Henderson Enterprise Fun 0.5%
Value ($000) $2 Shares 17,587 Est. Cost $156.23 Unrealized
WFSPX iShares S&P 500 Index Fund K 0.4%
Value ($000) $2 Shares 3,943 Est. Cost $465.31 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 5,148 Est. Cost $81.50 Unrealized +304.8%
Invesco Developing Markets Fun 0.3%
Value ($000) $1 Shares 36,312 Est. Cost $34.47 Unrealized
PRSVX T. Rowe Price Small-Cap Value 0.3%
Value ($000) $1 Shares 27,253 Est. Cost $59.47 Unrealized
VSMAX Vanguard Small-Cap Index Fund 0.3%
Value ($000) $1 Shares 14,160 Est. Cost $57.89 Unrealized
ICSFX Invesco Comstock Fund R6 0.3%
Value ($000) $1 Shares 47,718 Est. Cost $26.26 Unrealized
BA Boeing Co. 0.2%
Value ($000) $1 Shares 5,850 Est. Cost $83.90 Unrealized +147.6%
AXBIX American Century Muni Bond Fun 0.2%
Value ($000) $1 Shares 101,172 Est. Cost $0.01 Unrealized
IVW iShares S&P 500 Growth ETF 0.2%
Value ($000) $1 Shares 15,470 Est. Cost $75.10 Unrealized
HLIEX JPMorgan Equity Income Fund I 0.2%
Value ($000) $1 Shares 42,558 Est. Cost $23.36 Unrealized
VTIAX Vanguard Total Intl Stock Inde 0.1%
Value ($000) $1 Shares 23,664 Est. Cost $24.38 Unrealized
SPYV SPDR Portfolio S&P 500 Value E 0.1%
Value ($000) $1 Shares 15,970 Est. Cost $27.67 Unrealized
IVICMKS Invesco V.I. Comstock Fund VIT 0.1%
Value ($000) $1 Shares 17,841 Est. Cost $34.62 Unrealized
VCSH Vanguard Short-Term Corporate 0.1%
Value ($000) $1 Shares 8,035 Est. Cost $56.96 Unrealized
VVASTIV Vanguard Short-Term Corporate 0.1%
Value ($000) $1 Shares 47,280 Est. Cost $11.16 Unrealized
Black Knight Inc. 0.1%
Value ($000) $1 Shares 9,154 Est. Cost $71.99 Unrealized
FCNTX Fidelity Contrafund 0.1%
Value ($000) $1 Shares 39,653 Est. Cost $16.76 Unrealized
SWPPX Schwab S&P 500 Index Fund 0.1%
Value ($000) $1 Shares 8,171 Est. Cost $0.06 Unrealized
NVDA Nvidia Corp. 0.1%
Value ($000) $1 Shares 1,832 Est. Cost $14.65 Unrealized +47.6%
JPM JPMorgan Chase & Co. 0.1%
Value ($000) $0 Shares 3,784 Est. Cost $117.65 Unrealized +8.9%
SPYG SPDR Portfolio S&P 500 Growth 0.1%
Value ($000) $0 Shares 8,460 Est. Cost $43.16 Unrealized
VFIAX Vanguard 500 Index Fund Adm 0.1%
Value ($000) $0 Shares 1,158 Est. Cost $307.93 Unrealized
QAAGXX T. Rowe Price Blue Chip Growth 0.1%
Value ($000) $0 Shares 9,259 Est. Cost $64.52 Unrealized
NKE Nike Inc. 0.1%
Value ($000) $0 Shares 3,400 Est. Cost $41.60 Unrealized +180.5%
FUGAX Fidelity Advisor Utilities Fun 0.1%
Value ($000) $0 Shares 10,318 Est. Cost $0.04 Unrealized
VWENX Vanguard Wellington Fund Adm 0.1%
Value ($000) $0 Shares 5,424 Est. Cost $0.07 Unrealized
CNQ Canadian Natural Resources Ltd 0.1%
Value ($000) $0 Shares 6,200 Est. Cost $13.30 Unrealized +89.2%
CMI Cummins Inc. 0.1%
Value ($000) $0 Shares 1,400 Est. Cost $145.47 Unrealized +56.7%
MKC McCormick & Co. Inc. 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $62.96 Unrealized +13.0%
IEX IDEX Corp. 0.1%
Value ($000) $0 Shares 1,400 Est. Cost $142.68 Unrealized +53.3%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $0 Shares 2,450 Est. Cost $119.69 Unrealized
AEGFX American Funds Europacific Gro 0.1%
Value ($000) $0 Shares 5,722 Est. Cost $46.84 Unrealized
OSTIX Osterweis Strategic Income Fun 0.1%
Value ($000) $0 Shares 28,376 Est. Cost $0.01 Unrealized
MRK Merck & Co. Inc. 0.1%
Value ($000) $0 Shares 2,666 Est. Cost $71.23 Unrealized +38.5%
EIBIX Eaton Vance Income Fund of Bos 0.0%
Value ($000) $0 Shares 34,254 Est. Cost $5.33 Unrealized
VFSTX Vanguard Short-Term Inv Grade 0.0%
Value ($000) $0 Shares 16,267 Est. Cost $10.09 Unrealized
UTI Universal Technical Institute 0.0%
Value ($000) $0 Shares 14,250 Est. Cost $8.20 Unrealized -13.1%
Griffin Realty Trust Cl E 0.0%
Value ($000) $0 Shares 10,478 Est. Cost $0.01 Unrealized
FS Energy and Power Fund 0.0%
Value ($000) $0 Shares 14,495 Est. Cost $0.00 Unrealized