Wallington Asset Management, LLC Diversified Active

CIK: 0001426754 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 15, 2017

Total Value ($000): $322,316 (100.0% shares, 0.0% debt)

Holdings (57)

VEA Vanguard FTSE Developed Market 5.7%
Value ($000) $18,532 Shares 507,179 Est. Cost $36.61 Unrealized
MSFT Microsoft Corp. 4.7%
Value ($000) $15,062 Shares 242,386 Est. Cost $28.60 Unrealized +88.6%
IJR iShares Core S&P Small Cap ETF 4.2%
Value ($000) $13,660 Shares 99,330 Est. Cost $123.42 Unrealized
MMM 3M Co. 3.6%
Value ($000) $11,538 Shares 64,613 Est. Cost $63.65 Unrealized +66.8%
KR Kroger Co. 3.3%
Value ($000) $10,713 Shares 310,418 Est. Cost $22.26 Unrealized +21.2%
General Electric Co. 3.1%
Value ($000) $10,025 Shares 317,246 Est. Cost $24.13 Unrealized
HD Home Depot Inc. 3.1%
Value ($000) $9,971 Shares 74,365 Est. Cost $62.37 Unrealized +65.8%
AMGN Amgen Inc. 3.0%
Value ($000) $9,620 Shares 65,798 Est. Cost $77.68 Unrealized +47.2%
JNJ Johnson & Johnson 3.0%
Value ($000) $9,584 Shares 83,188 Est. Cost $62.32 Unrealized +44.0%
CVS CVS Health Corp. 2.9%
Value ($000) $9,358 Shares 118,593 Est. Cost $41.93 Unrealized +45.6%
MDT Medtronic plc 2.9%
Value ($000) $9,260 Shares 129,998 Est. Cost $58.37 Unrealized +6.8%
UNP Union Pacific Corp. 2.8%
Value ($000) $9,168 Shares 88,429 Est. Cost $66.39 Unrealized +21.0%
TXN Texas Instruments Inc. 2.7%
Value ($000) $8,746 Shares 119,855 Est. Cost $39.85 Unrealized +39.2%
TJX TJX Companies Inc. 2.7%
Value ($000) $8,716 Shares 116,011 Est. Cost $27.01 Unrealized +23.1%
DIS The Walt Disney Co. 2.7%
Value ($000) $8,662 Shares 83,108 Est. Cost $56.97 Unrealized +59.2%
AMT American Tower Corp. 2.6%
Value ($000) $8,333 Shares 78,850 Est. Cost $64.88 Unrealized +33.1%
GLD SPDR Gold Trust 2.5%
Value ($000) $8,145 Shares 74,312 Est. Cost $123.49 Unrealized
PSX Phillips 66 Co. 2.4%
Value ($000) $7,859 Shares 90,945 Est. Cost $40.50 Unrealized +44.8%
PEP Pepsico Inc. 2.4%
Value ($000) $7,756 Shares 74,130 Est. Cost $56.06 Unrealized +41.6%
VFC VF Corp. 2.4%
Value ($000) $7,654 Shares 143,475 Est. Cost $52.50 Unrealized -1.2%
KMB Kimberly-Clark Corp. 2.3%
Value ($000) $7,316 Shares 64,104 Est. Cost $63.49 Unrealized +33.2%
Praxair Inc. 2.1%
Value ($000) $6,812 Shares 58,127 Est. Cost $117.18 Unrealized
GS Goldman Sachs Group Inc. 2.0%
Value ($000) $6,591 Shares 27,526 Est. Cost $126.94 Unrealized +32.2%
HON Honeywell International Inc. 2.0%
Value ($000) $6,518 Shares 56,260 Est. Cost $55.41 Unrealized +52.0%
VWO Vanguard FTSE Emerging Markets 1.8%
Value ($000) $5,823 Shares 162,746 Est. Cost $37.01 Unrealized
META Facebook Inc. 1.7%
Value ($000) $5,627 Shares 48,908 Est. Cost $113.65 Unrealized +7.3%
GOOG Alphabet Inc. Class C 1.7%
Value ($000) $5,535 Shares 7,172 Est. Cost $37.69 Unrealized +2.6%
MET MetLife Inc. 1.6%
Value ($000) $5,277 Shares 97,929 Est. Cost $25.49 Unrealized +32.3%
XOM Exxon Mobil Corp. 1.6%
Value ($000) $5,034 Shares 55,771 Est. Cost $54.27 Unrealized +7.2%
AAPL Apple Inc. 1.5%
Value ($000) $4,903 Shares 42,331 Est. Cost $26.09 Unrealized 0.0%
WRB W.R. Berkley Corp. 1.5%
Value ($000) $4,863 Shares 73,120 Est. Cost $11.35 Unrealized +28.7%
FNF Fidelity National Financial In 1.5%
Value ($000) $4,764 Shares 140,270 Est. Cost $16.72 Unrealized -0.4%
SJNK SPDR Barclays Short-Term High 1.5%
Value ($000) $4,736 Shares 171,105 Est. Cost $28.07 Unrealized
AFL Aflac Inc. 1.4%
Value ($000) $4,399 Shares 63,204 Est. Cost $20.16 Unrealized +41.2%
CL Colgate-Palmolive Co. 1.3%
Value ($000) $4,351 Shares 66,483 Est. Cost $44.59 Unrealized +24.2%
SLB Schlumberger Ltd. 1.3%
Value ($000) $4,137 Shares 49,280 Est. Cost $64.65 Unrealized -2.5%
V Visa Inc. 1.3%
Value ($000) $4,072 Shares 52,189 Est. Cost $72.67 Unrealized +3.8%
COP ConocoPhillips 1.2%
Value ($000) $3,784 Shares 75,464 Est. Cost $41.26 Unrealized -15.7%
D Dominion Resources Inc. 1.1%
Value ($000) $3,548 Shares 46,325 Est. Cost $44.67 Unrealized +10.7%
BAC Bank of America Corp. 1.0%
Value ($000) $3,241 Shares 146,640 Est. Cost $15.68 Unrealized 0.0%
ADBE Adobe Systems Inc. 0.9%
Value ($000) $2,971 Shares 28,860 Est. Cost $92.83 Unrealized +14.0%
iShares Gold Trust 0.9%
Value ($000) $2,804 Shares 253,030 Est. Cost $11.93 Unrealized
BAX Baxter International Inc. 0.7%
Value ($000) $2,286 Shares 51,546 Est. Cost $30.90 Unrealized +28.6%
Dell Technologies Inc. Class V 0.6%
Value ($000) $1,904 Shares 34,645 Est. Cost $47.79 Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $1,737 Shares 7,770 Est. Cost $181.82 Unrealized
AMZN Amazon.com Inc. 0.4%
Value ($000) $1,266 Shares 1,688 Est. Cost $33.07 Unrealized +18.5%
BA Boeing Co. 0.3%
Value ($000) $1,094 Shares 7,026 Est. Cost $80.37 Unrealized +68.0%
TEVA Teva Pharmaceutical Industries 0.3%
Value ($000) $857 Shares 23,640 Est. Cost $39.16 Unrealized
QEP Resources Inc. 0.2%
Value ($000) $585 Shares 31,797 Est. Cost $27.77 Unrealized
IVW iShares S&P 500 Growth Index E 0.2%
Value ($000) $524 Shares 4,300 Est. Cost $107.91 Unrealized
CVE Cenovus Energy Inc. 0.1%
Value ($000) $464 Shares 30,668 Est. Cost $22.39 Unrealized -43.0%
CMCSA Comcast Corp. 0.1%
Value ($000) $451 Shares 6,537 Est. Cost $20.15 Unrealized +33.1%
LLY Eli Lilly & Co. 0.1%
Value ($000) $414 Shares 5,633 Est. Cost $42.59 Unrealized +50.8%
IJK iShares S&P Mid Cap 400 Growth 0.1%
Value ($000) $383 Shares 2,100 Est. Cost $157.08 Unrealized
NKE Nike Inc. 0.1%
Value ($000) $325 Shares 6,400 Est. Cost $41.60 Unrealized +9.6%
Halyard Health Inc. 0.1%
Value ($000) $316 Shares 8,546 Est. Cost $45.51 Unrealized
CNQ Canadian Natural Resources Ltd 0.1%
Value ($000) $242 Shares 7,600 Est. Cost $6.95 Unrealized +51.6%