Wallington Asset Management, LLC Diversified Active

CIK: 0001426754 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 14, 2014

Total Value ($000): $284,283 (100.0% shares, 0.0% debt)

Holdings (121)

EFA iShares MSCI EAFE Index 4.7%
Value ($000) $13,297 Shares 197,873 Est. Cost $57.66 Unrealized
DIS Walt Disney Co. 4.2%
Value ($000) $12,077 Shares 150,826 Est. Cost $56.29 Unrealized +23.8%
HON Honeywell International Inc. 3.7%
Value ($000) $10,659 Shares 114,906 Est. Cost $53.45 Unrealized +21.1%
CVS CVS Caremark Corp. 3.7%
Value ($000) $10,546 Shares 140,874 Est. Cost $41.54 Unrealized +23.0%
United Technologies Corp. 3.3%
Value ($000) $9,510 Shares 81,394 Est. Cost $94.41 Unrealized
GLD SPDR Gold Trust 3.3%
Value ($000) $9,409 Shares 76,122 Est. Cost $123.60 Unrealized
MSFT Microsoft Corp. 3.1%
Value ($000) $8,739 Shares 213,202 Est. Cost $26.95 Unrealized +16.0%
UNP Union Pacific Corp. 3.0%
Value ($000) $8,413 Shares 44,831 Est. Cost $57.16 Unrealized +19.4%
EMC Corp. 2.8%
Value ($000) $8,097 Shares 295,386 Est. Cost $23.77 Unrealized
MMM 3M Co. 2.8%
Value ($000) $8,042 Shares 59,282 Est. Cost $61.47 Unrealized +24.1%
KMB Kimberly-Clark Corp. 2.8%
Value ($000) $7,958 Shares 72,180 Est. Cost $63.07 Unrealized +10.0%
CL Colgate-Palmolive Co. 2.7%
Value ($000) $7,788 Shares 120,048 Est. Cost $44.51 Unrealized +7.6%
AMGN Amgen Inc. 2.6%
Value ($000) $7,505 Shares 60,851 Est. Cost $73.34 Unrealized +18.5%
PEP Pepsico Inc. 2.6%
Value ($000) $7,485 Shares 89,637 Est. Cost $56.06 Unrealized +1.4%
JNJ Johnson & Johnson 2.5%
Value ($000) $7,182 Shares 73,118 Est. Cost $60.08 Unrealized +10.9%
VFC VF Corp. 2.5%
Value ($000) $7,173 Shares 115,910 Est. Cost $49.67 Unrealized +13.4%
General Electric Co. 2.5%
Value ($000) $7,100 Shares 274,250 Est. Cost $23.31 Unrealized
Praxair Inc. 2.5%
Value ($000) $7,060 Shares 53,903 Est. Cost $116.26 Unrealized
KR Kroger Co. 2.3%
Value ($000) $6,601 Shares 151,220 Est. Cost $13.44 Unrealized +18.3%
PSX Phillips 66 Co. 2.2%
Value ($000) $6,157 Shares 79,900 Est. Cost $38.25 Unrealized +30.2%
WFC Wells Fargo & Co. 2.1%
Value ($000) $6,028 Shares 121,199 Est. Cost $27.40 Unrealized +21.9%
Medtronic Inc. 2.1%
Value ($000) $5,926 Shares 96,296 Est. Cost $52.15 Unrealized
USB U.S. Bancorp 2.1%
Value ($000) $5,913 Shares 137,965 Est. Cost $22.41 Unrealized +22.0%
INTC Intel Corp. 1.9%
Value ($000) $5,475 Shares 212,090 Est. Cost $17.23 Unrealized +8.4%
AMT American Tower Corp. 1.8%
Value ($000) $5,227 Shares 63,840 Est. Cost $61.59 Unrealized 0.0%
TJX TJX Companies Inc. 1.7%
Value ($000) $4,948 Shares 81,590 Est. Cost $25.75 Unrealized 0.0%
HD Home Depot Inc. 1.7%
Value ($000) $4,816 Shares 60,863 Est. Cost $56.23 Unrealized +7.1%
AFL Aflac Inc. 1.7%
Value ($000) $4,782 Shares 75,854 Est. Cost $20.16 Unrealized +19.0%
MET MetLife Inc. 1.7%
Value ($000) $4,768 Shares 90,307 Est. Cost $24.97 Unrealized +24.4%
CSCO Cisco Systems Inc. 1.6%
Value ($000) $4,607 Shares 205,523 Est. Cost $15.24 Unrealized +0.4%
XOM Exxon Mobil Corp. 1.6%
Value ($000) $4,531 Shares 46,385 Est. Cost $53.74 Unrealized +8.1%
KSS Kohl's Corp. 1.5%
Value ($000) $4,333 Shares 76,288 Est. Cost $49.51 Unrealized +8.3%
PNC PNC Financial Services Group 1.4%
Value ($000) $3,960 Shares 45,513 Est. Cost $56.79 Unrealized 0.0%
IWM iShares Russell 2000 Index Fun 1.4%
Value ($000) $3,917 Shares 33,667 Est. Cost $97.74 Unrealized
COP ConocoPhillips 1.4%
Value ($000) $3,916 Shares 55,661 Est. Cost $40.83 Unrealized +11.2%
Stericycle 1.3%
Value ($000) $3,664 Shares 32,250 Est. Cost $110.57 Unrealized
SPDR Barclays High Yield Bond 1.3%
Value ($000) $3,651 Shares 88,360 Est. Cost $41.32 Unrealized
SLB Schlumberger Ltd. 1.2%
Value ($000) $3,476 Shares 35,650 Est. Cost $64.68 Unrealized +1.2%
GS Goldman Sachs Group Inc. 1.2%
Value ($000) $3,318 Shares 20,251 Est. Cost $120.68 Unrealized +10.8%
TEVA Teva Pharmaceutical Industries 1.1%
Value ($000) $3,229 Shares 61,100 Est. Cost $39.16 Unrealized
BAX Baxter International Inc. 1.1%
Value ($000) $3,158 Shares 42,926 Est. Cost $30.40 Unrealized -0.2%
Questar Corp. 1.1%
Value ($000) $3,064 Shares 128,852 Est. Cost $23.68 Unrealized
EnCana Corp. 0.9%
Value ($000) $2,456 Shares 114,858 Est. Cost $17.38 Unrealized
VWO Vanguard MSCI Emerging Markets 0.7%
Value ($000) $1,849 Shares 45,563 Est. Cost $38.96 Unrealized
SPY SPDR S&P 500 (ETF) 0.5%
Value ($000) $1,556 Shares 8,322 Est. Cost $168.83 Unrealized
QEP Resources Inc. 0.4%
Value ($000) $1,279 Shares 43,447 Est. Cost $27.77 Unrealized
CVE Cenovus Energy Inc. 0.4%
Value ($000) $1,082 Shares 37,413 Est. Cost $22.39 Unrealized -7.4%
BA Boeing Co. 0.3%
Value ($000) $944 Shares 7,526 Est. Cost $80.37 Unrealized +39.0%
WRB W.R. Berkley Corp. 0.3%
Value ($000) $810 Shares 19,470 Est. Cost $9.26 Unrealized 0.0%
TXN Texas Instruments Inc. 0.2%
Value ($000) $572 Shares 12,130 Est. Cost $31.94 Unrealized 0.0%
INTU Intuit Inc. 0.2%
Value ($000) $509 Shares 6,550 Est. Cost $69.23 Unrealized 0.0%
LLY Eli Lilly & Co. 0.2%
Value ($000) $489 Shares 8,301 Est. Cost $42.33 Unrealized +5.2%
Express Scripts Inc. 0.2%
Value ($000) $454 Shares 6,048 Est. Cost $73.30 Unrealized
Covidien PLC 0.2%
Value ($000) $440 Shares 5,968 Est. Cost $73.73 Unrealized
CMCSA Comcast Corp. 0.1%
Value ($000) $391 Shares 7,808 Est. Cost $19.96 Unrealized 0.0%
Johnson Controls Inc. 0.1%
Value ($000) $339 Shares 7,160 Est. Cost $47.35 Unrealized
CNQ Canadian Natural Resources Ltd 0.1%
Value ($000) $292 Shares 7,600 Est. Cost $8.76 Unrealized +19.7%
MeadWestvaco Corp. 0.1%
Value ($000) $249 Shares 6,626 Est. Cost $34.12 Unrealized
BEN Franklin Resources Inc. 0.1%
Value ($000) $243 Shares 4,490 Est. Cost $32.15 Unrealized 0.0%
NKE Nike Inc. 0.1%
Value ($000) $236 Shares 3,200 Est. Cost $26.53 Unrealized +22.7%
CMI Cummins Inc. 0.1%
Value ($000) $209 Shares 1,400 Est. Cost $81.53 Unrealized +24.2%
Tyco International Ltd. 0.1%
Value ($000) $180 Shares 4,250 Est. Cost $42.35 Unrealized
MRK Merck & Co. Inc. 0.1%
Value ($000) $162 Shares 2,849 Est. Cost $30.02 Unrealized +19.1%
GIS General Mills Inc. 0.1%
Value ($000) $155 Shares 3,000 Est. Cost $31.98 Unrealized +3.1%
HYG iShares iBoxx High Yld Corpora 0.1%
Value ($000) $150 Shares 1,588 Est. Cost $94.46 Unrealized
MKC McCormick & Co. Inc. 0.1%
Value ($000) $143 Shares 2,000 Est. Cost $28.19 Unrealized -5.0%
IEX IDEX Corp. 0.0%
Value ($000) $131 Shares 1,800 Est. Cost $45.08 Unrealized +38.1%
RYN Rayonier Inc. 0.0%
Value ($000) $122 Shares 2,654 Est. Cost $55.39 Unrealized
CVX Chevron Corp. 0.0%
Value ($000) $109 Shares 917 Est. Cost $71.35 Unrealized -1.4%
RIG Transocean Ltd. 0.0%
Value ($000) $95 Shares 2,309 Est. Cost $50.97 Unrealized -14.7%
BRK/B Berkshire Hathaway Inc. Class 0.0%
Value ($000) $93 Shares 742 Est. Cost $110.02 Unrealized +6.2%
MLM Martin Marietta Materials Inc. 0.0%
Value ($000) $90 Shares 700 Est. Cost $93.00 Unrealized +12.1%
Pentair Ltd. 0.0%
Value ($000) $78 Shares 982 Est. Cost $57.98 Unrealized
DIA SPDR Dow Jones Industrial Aver 0.0%
Value ($000) $72 Shares 437 Est. Cost $166.34 Unrealized
The ADT Corporation Co. 0.0%
Value ($000) $63 Shares 2,120 Est. Cost $39.70 Unrealized
Mallinckrodt plc 0.0%
Value ($000) $45 Shares 713 Est. Cost $44.51 Unrealized
Vectren Corp. 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $33.65 Unrealized
CNO CNO Financial Group 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $14.10 Unrealized 0.0%
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $35 Shares 400 Est. Cost $27.55 Unrealized +11.5%
IWN iShares Russell 2000 Value Ind 0.0%
Value ($000) $34 Shares 334 Est. Cost $101.80 Unrealized
T AT&T Inc. 0.0%
Value ($000) $32 Shares 903 Est. Cost $10.85 Unrealized 0.0%
SCHB Schwab US Broad Martket ETF 0.0%
Value ($000) $27 Shares 588 Est. Cost $45.92 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $27 Shares 611 Est. Cost $44.19 Unrealized
ABBV AbbVie Inc. 0.0%
Value ($000) $26 Shares 500 Est. Cost $31.49 Unrealized 0.0%
PowerShares Dynamic Pharmaceut 0.0%
Value ($000) $22 Shares 390 Est. Cost $56.41 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $22 Shares 600 Est. Cost $36.67 Unrealized
IWO iShares Russell 2000 Growth In 0.0%
Value ($000) $21 Shares 157 Est. Cost $133.76 Unrealized
AAPL Apple Inc. 0.0%
Value ($000) $21 Shares 40 Est. Cost $13.16 Unrealized +26.0%
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $20 Shares 85 Est. Cost $235.29 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $19 Shares 500 Est. Cost $28.85 Unrealized +6.5%
RWR SPDR Dow Jones Reit Fund 0.0%
Value ($000) $19 Shares 246 Est. Cost $77.24 Unrealized
ACCO Acco Brands Corp. 0.0%
Value ($000) $18 Shares 2,953 Est. Cost $4.71 Unrealized -9.1%
HAL Halliburton Co. 0.0%
Value ($000) $17 Shares 290 Est. Cost $33.21 Unrealized +28.8%
ITW Illinois Tool Works Inc. 0.0%
Value ($000) $16 Shares 200 Est. Cost $49.85 Unrealized +22.9%
Linear Technology Corp. 0.0%
Value ($000) $15 Shares 300 Est. Cost $36.67 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $14 Shares 140 Est. Cost $61.55 Unrealized +13.2%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $14 Shares 257 Est. Cost $54.47 Unrealized
WMT Wal-Mart Stores Inc. 0.0%
Value ($000) $14 Shares 185 Est. Cost $19.98 Unrealized -0.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $13 Shares 175 Est. Cost $74.29 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $13 Shares 380 Est. Cost $34.21 Unrealized
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $11 Shares 806 Est. Cost $13.13 Unrealized 0.0%
PG Procter & Gamble Co. 0.0%
Value ($000) $10 Shares 125 Est. Cost $56.51 Unrealized 0.0%
MCD McDonalds Corp. 0.0%
Value ($000) $10 Shares 100 Est. Cost $70.27 Unrealized 0.0%
St. Jude Medical Inc. 0.0%
Value ($000) $10 Shares 155 Est. Cost $45.16 Unrealized
FE Firstenergy Corp. 0.0%
Value ($000) $10 Shares 304 Est. Cost $24.57 Unrealized -21.7%
BK Bank of New York Mellon Corp. 0.0%
Value ($000) $9 Shares 241 Est. Cost $21.22 Unrealized +16.7%
PowerShares QQQ Trust 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
NSC Norfolk Southern Corp. 0.0%
Value ($000) $8 Shares 81 Est. Cost $57.67 Unrealized +23.8%
Anglogold Ashanti Ltd. (ADR) 0.0%
Value ($000) $7 Shares 400 Est. Cost $15.00 Unrealized
ZBH Zimmer Holdings Inc. 0.0%
Value ($000) $7 Shares 75 Est. Cost $67.30 Unrealized +24.2%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
VLO Valero Energy Corp. 0.0%
Value ($000) $6 Shares 110 Est. Cost $24.01 Unrealized +36.6%
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
M Macy's Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.60 Unrealized 0.0%
SJNK SPDR Barclays Short-Term High 0.0%
Value ($000) $5 Shares 170 Est. Cost $29.41 Unrealized
DVN Devon Energy Corp. 0.0%
Value ($000) $5 Shares 75 Est. Cost $37.00 Unrealized +12.7%
PFF iShares US Preferred Stock Fun 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
iShares Gold Trust 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
FCX Freeport-McMoran Copper & Gold 0.0%
Value ($000) $4 Shares 110 Est. Cost $24.45 Unrealized +16.4%