Wallington Asset Management, LLC Diversified Active

CIK: 0001426754 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 22, 2024

Total Value ($000): $654 (100.0% shares, 0.0% debt)

Holdings (87)

VEA Vanguard FTSE Developed Market 6.9%
Value ($000) $45 Shares 910,745 Est. Cost $0.05 Unrealized
MSFT Microsoft Corp. 6.3%
Value ($000) $41 Shares 92,625 Est. Cost $36.19 Unrealized +1052.9%
LIN Linde PLC 4.6%
Value ($000) $30 Shares 68,699 Est. Cost $324.13 Unrealized +32.8%
TJX TJX Companies Inc. 4.5%
Value ($000) $29 Shares 265,781 Est. Cost $40.24 Unrealized +145.2%
IJR iShares Core S&P Small-Cap ETF 4.3%
Value ($000) $28 Shares 264,688 Est. Cost $87.82 Unrealized
AAPL Apple Inc. 4.0%
Value ($000) $26 Shares 124,462 Est. Cost $88.31 Unrealized +109.6%
V Visa Inc. Class A 3.1%
Value ($000) $21 Shares 78,312 Est. Cost $227.24 Unrealized +19.2%
WRB W.R. Berkley Corp. 3.1%
Value ($000) $20 Shares 258,561 Est. Cost $25.35 Unrealized +101.2%
PSX Phillips 66 2.8%
Value ($000) $18 Shares 130,399 Est. Cost $53.65 Unrealized +160.3%
UNH UnitedHealth Group Inc. 2.7%
Value ($000) $18 Shares 34,450 Est. Cost $243.71 Unrealized +94.1%
HON Honeywell International Inc. 2.7%
Value ($000) $17 Shares 81,187 Est. Cost $86.88 Unrealized +111.6%
UNP Union Pacific Corp. 2.6%
Value ($000) $17 Shares 74,356 Est. Cost $117.52 Unrealized +91.9%
AMZN Amazon.com Inc. 2.5%
Value ($000) $16 Shares 85,037 Est. Cost $122.76 Unrealized +49.6%
META Meta Platforms Inc. 2.4%
Value ($000) $16 Shares 30,915 Est. Cost $356.60 Unrealized +35.5%
GS Goldman Sachs Group Inc. 2.4%
Value ($000) $15 Shares 34,149 Est. Cost $152.15 Unrealized +178.5%
Medtronic PLC 2.2%
Value ($000) $14 Shares 183,435 Est. Cost $120.76 Unrealized
GOOG Alphabet Inc. Class C 2.2%
Value ($000) $14 Shares 78,692 Est. Cost $114.38 Unrealized +47.7%
PLGIX Principal Large-Cap Growth Fun 2.0%
Value ($000) $13 Shares 662,313 Est. Cost $20.63 Unrealized
AVUV Avantis U.S. Small-Cap Value E 2.0%
Value ($000) $13 Shares 147,134 Est. Cost $0.07 Unrealized
iShares MSCI Emerging Market e 2.0%
Value ($000) $13 Shares 220,730 Est. Cost $0.05 Unrealized
PANW Palo Alto Networks Inc. 2.0%
Value ($000) $13 Shares 37,796 Est. Cost $91.36 Unrealized +63.7%
AMT American Tower Corp. 2.0%
Value ($000) $13 Shares 65,806 Est. Cost $245.29 Unrealized -28.1%
AMGN Amgen Inc. 1.9%
Value ($000) $13 Shares 40,719 Est. Cost $97.46 Unrealized +186.6%
JNJ Johnson & Johnson 1.9%
Value ($000) $12 Shares 85,435 Est. Cost $79.03 Unrealized +79.0%
GLD SPDR Gold Trust 1.8%
Value ($000) $12 Shares 54,723 Est. Cost $164.28 Unrealized
IAU iShares Gold Trust 1.7%
Value ($000) $11 Shares 251,639 Est. Cost $28.00 Unrealized
XOM Exxon Mobil Corp. 1.5%
Value ($000) $10 Shares 86,351 Est. Cost $59.82 Unrealized +84.0%
LOW Lowe's Companies Inc. 1.5%
Value ($000) $10 Shares 44,090 Est. Cost $103.32 Unrealized +114.2%
DE Deere & Co. 1.5%
Value ($000) $10 Shares 26,000 Est. Cost $380.47 Unrealized 0.0%
BP BP PLC (ADR) 1.5%
Value ($000) $10 Shares 265,038 Est. Cost $24.50 Unrealized
BAC Bank of America Corp. 1.4%
Value ($000) $9 Shares 235,248 Est. Cost $31.77 Unrealized +15.9%
CMI Cummins Inc. 1.4%
Value ($000) $9 Shares 32,257 Est. Cost $270.35 Unrealized +2.1%
CVS CVS Health Corp. 1.1%
Value ($000) $7 Shares 116,475 Est. Cost $43.16 Unrealized +35.6%
CL Colgate-Palmolive Co. 1.0%
Value ($000) $7 Shares 70,207 Est. Cost $46.17 Unrealized +92.9%
PEP PepsiCo Inc. 0.9%
Value ($000) $6 Shares 35,839 Est. Cost $70.69 Unrealized +129.6%
HD Home Depot Inc. 0.8%
Value ($000) $6 Shares 16,010 Est. Cost $75.24 Unrealized +335.3%
AFL Aflac Inc. 0.8%
Value ($000) $5 Shares 60,590 Est. Cost $28.36 Unrealized +193.0%
MU Micron Technology Inc. 0.8%
Value ($000) $5 Shares 40,715 Est. Cost $125.19 Unrealized 0.0%
WFSPX iShares S&P 500 Index Fund K 0.8%
Value ($000) $5 Shares 7,924 Est. Cost $230.42 Unrealized
OIEJX JPMorgan Equity Income Fund R6 0.7%
Value ($000) $5 Shares 200,129 Est. Cost $22.06 Unrealized
DIS The Walt Disney Co. 0.7%
Value ($000) $5 Shares 48,162 Est. Cost $77.57 Unrealized +36.0%
TROIX T. Rowe Price Overseas Stock F 0.7%
Value ($000) $4 Shares 340,056 Est. Cost $10.33 Unrealized
VFSUX Vanguard Short-Term Inv Grade 0.6%
Value ($000) $4 Shares 405,261 Est. Cost $9.94 Unrealized
LLY Eli Lilly & Co. 0.5%
Value ($000) $4 Shares 3,962 Est. Cost $81.50 Unrealized +870.5%
KVUE Kenvue Inc. 0.5%
Value ($000) $4 Shares 196,235 Est. Cost $21.04 Unrealized -13.6%
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $4 Shares 6,446 Est. Cost $429.09 Unrealized
JDMNX Janus Henderson Enterprise Fun 0.4%
Value ($000) $2 Shares 16,900 Est. Cost $146.24 Unrealized
NVDA NVIDIA Corp. 0.3%
Value ($000) $2 Shares 15,820 Est. Cost $92.46 Unrealized +9.3%
ICSFX Invesco Comstock Fund R6 0.3%
Value ($000) $2 Shares 56,150 Est. Cost $22.43 Unrealized
RHHBY Roche Holdings Ltd. (ADR) 0.2%
Value ($000) $2 Shares 46,502 Est. Cost $40.65 Unrealized
PRSVX T. Rowe Price Small-Cap Value 0.2%
Value ($000) $1 Shares 26,682 Est. Cost $57.47 Unrealized
Invesco Developing Markets Fun 0.2%
Value ($000) $1 Shares 32,716 Est. Cost $34.47 Unrealized
HLIEX JPMorgan Equity Income Fund I 0.1%
Value ($000) $1 Shares 40,768 Est. Cost $23.10 Unrealized
VSMAX Vanguard Small-Cap Index Fund 0.1%
Value ($000) $1 Shares 9,237 Est. Cost $54.26 Unrealized
BA Boeing Co. 0.1%
Value ($000) $1 Shares 4,999 Est. Cost $83.90 Unrealized +112.4%
SPYV SPDR Portfolio S&P 500 Value E 0.1%
Value ($000) $1 Shares 17,150 Est. Cost $14.50 Unrealized
SPYG SPDR Portfolio S&P 500 Growth 0.1%
Value ($000) $1 Shares 9,800 Est. Cost $21.47 Unrealized
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $1 Shares 8,270 Est. Cost $75.10 Unrealized
VTIAX Vanguard Total Intl Stock Inde 0.1%
Value ($000) $1 Shares 21,876 Est. Cost $21.83 Unrealized
JPM JPMorgan Chase & Co. 0.1%
Value ($000) $1 Shares 3,494 Est. Cost $118.93 Unrealized +59.1%
FCNTX Fidelity Contrafund 0.1%
Value ($000) $1 Shares 34,688 Est. Cost $16.76 Unrealized
QAAGXX T. Rowe Price Blue Chip Growth 0.1%
Value ($000) $1 Shares 9,493 Est. Cost $62.73 Unrealized
PDGIX T. Rowe Price Dividend Growth 0.1%
Value ($000) $1 Shares 8,843 Est. Cost $0.07 Unrealized
VCSH Vanguard Short-Term Corporate 0.1%
Value ($000) $1 Shares 7,935 Est. Cost $37.83 Unrealized
VFIAX Vanguard 500 Index Fund Adm 0.1%
Value ($000) $1 Shares 1,158 Est. Cost $307.93 Unrealized
IVICMKS Invesco V.I. Comstock Fund VIT 0.1%
Value ($000) $1 Shares 13,108 Est. Cost $34.62 Unrealized
CNQ Canadian Natural Resources Ltd 0.1%
Value ($000) $0 Shares 12,400 Est. Cost $24.36 Unrealized +45.4%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $327.72 Unrealized +24.7%
SWPPX Schwab S&P 500 Index Fund 0.1%
Value ($000) $0 Shares 4,665 Est. Cost $0.06 Unrealized
AEGFX American Funds Europacific Gro 0.1%
Value ($000) $0 Shares 5,957 Est. Cost $43.81 Unrealized
PRVIX T. Rowe Price Small-Cap Value 0.1%
Value ($000) $0 Shares 6,444 Est. Cost $0.05 Unrealized
VVASTIV Vanguard Short-Term Corporate 0.0%
Value ($000) $0 Shares 25,628 Est. Cost $6.53 Unrealized
MRK Merck & Co. Inc. 0.0%
Value ($000) $0 Shares 2,456 Est. Cost $71.23 Unrealized +70.9%
MKC McCormick & Co. Inc. 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $62.96 Unrealized +10.7%
IEX IDEX Corp. 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $142.68 Unrealized +49.6%
VINIX Vanguard Institutional Index F 0.0%
Value ($000) $0 Shares 599 Est. Cost $0.39 Unrealized
KKR & Co. Inc. 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $0.08 Unrealized
DKS Dick's Sporting Goods Inc. 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $163.58 Unrealized +22.7%
ELV Elevance Health Inc. 0.0%
Value ($000) $0 Shares 400 Est. Cost $481.84 Unrealized +6.6%
Broadcom Inc. 0.0%
Value ($000) $0 Shares 133 Est. Cost $1.61 Unrealized
JAAGX Janus Henderson VIT Enterprise 0.0%
Value ($000) $0 Shares 3,159 Est. Cost $0.07 Unrealized
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $0 Shares 1,420 Est. Cost $0.15 Unrealized
CQP Cheniere Energy Partners LP 0.0%
Value ($000) $0 Shares 4,166 Est. Cost $0.05 Unrealized
KO Coca-Cola Co. 0.0%
Value ($000) $0 Shares 3,208 Est. Cost $58.89 Unrealized 0.0%
EIBIX Eaton Vance Income Fund of Bos 0.0%
Value ($000) $0 Shares 39,507 Est. Cost $4.62 Unrealized
VFSTX Vanguard Short-Term Inv Grade 0.0%
Value ($000) $0 Shares 16,639 Est. Cost $8.74 Unrealized
FS Energy and Power Fund 0.0%
Value ($000) $0 Shares 14,650 Est. Cost $0.00 Unrealized