Wallington Asset Management as of Sept. 30, 2024
Portfolio Holdings for Wallington Asset Management
Wallington Asset Management holds 99 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard FTSE Developed Market Etf (VEA) | 6.8 | $49M | 926k | 52.81 | |
Microsoft Corporation (MSFT) | 5.8 | $42M | 97k | 430.30 | |
Linde (LIN) | 4.7 | $34M | 71k | 476.86 | |
TJX Companies (TJX) | 4.5 | $32M | 273k | 117.54 | |
iShares Core S&P Small-Cap ETF Etf (IJR) | 4.4 | $32M | 270k | 116.96 | |
Apple (AAPL) | 4.3 | $31M | 132k | 233.00 | |
W.R. Berkley Corporation (WRB) | 3.2 | $23M | 399k | 56.73 | |
Visa (V) | 3.1 | $22M | 81k | 274.95 | |
UnitedHealth (UNH) | 2.9 | $21M | 36k | 584.69 | |
Union Pacific Corporation (UNP) | 2.6 | $19M | 77k | 246.48 | |
Facebook Inc cl a (META) | 2.5 | $18M | 32k | 572.44 | |
Honeywell International (HON) | 2.5 | $18M | 85k | 206.70 | |
Phillips 66 (PSX) | 2.5 | $18M | 134k | 131.45 | |
Medtronic (MDT) | 2.4 | $17M | 193k | 90.03 | |
Amazon (AMZN) | 2.4 | $17M | 92k | 186.34 | |
Goldman Sachs (GS) | 2.4 | $17M | 35k | 495.10 | |
American Tower Reit (AMT) | 2.3 | $16M | 70k | 232.56 | |
Avantis U.S. Small-Cap Value E Etf (AVUV) | 2.0 | $14M | 150k | 95.95 | |
Johnson & Johnson (JNJ) | 2.0 | $14M | 88k | 162.06 | |
Alphabet Inc Class C cs (GOOG) | 1.9 | $14M | 83k | 167.18 | |
iShares MSCI Emerging Market e Etf (EMXC) | 1.9 | $14M | 227k | 61.11 | |
Palo Alto Networks (PANW) | 1.9 | $14M | 40k | 341.81 | |
Amgen (AMGN) | 1.9 | $14M | 42k | 322.20 | |
iShares Gold Trust Etf (IAU) | 1.9 | $13M | 267k | 49.70 | |
SPDR Gold Trust Etf (GLD) | 1.8 | $13M | 54k | 243.07 | |
Principal Large-Cap Growth Fun Etf (PLGIX) | 1.8 | $13M | 621k | 20.86 | |
Lowe's Companies (LOW) | 1.7 | $12M | 44k | 270.84 | |
Deere & Company (DE) | 1.5 | $11M | 27k | 417.32 | |
Cummins (CMI) | 1.5 | $11M | 34k | 323.79 | |
Exxon Mobil Corporation (XOM) | 1.5 | $11M | 91k | 117.22 | |
Bank of America Corporation (BAC) | 1.5 | $11M | 263k | 39.68 | |
BP (BP) | 1.1 | $8.2M | 262k | 31.39 | |
Colgate-Palmolive Company (CL) | 1.0 | $7.5M | 72k | 103.80 | |
CVS Caremark Corporation (CVS) | 1.0 | $7.2M | 114k | 62.88 | |
Home Depot (HD) | 0.9 | $6.8M | 17k | 405.20 | |
AFLAC Incorporated (AFL) | 0.9 | $6.7M | 60k | 111.80 | |
Pepsi (PEP) | 0.9 | $6.1M | 36k | 170.04 | |
JPMorgan Equity Income Fund R6 Etf (OIEJX) | 0.7 | $5.0M | 191k | 26.03 | |
Walt Disney Company (DIS) | 0.7 | $4.7M | 49k | 96.19 | |
T. Rowe Price Overseas Stock F Etf (TROIX) | 0.6 | $4.6M | 329k | 13.91 | |
Kenvue (KVUE) | 0.6 | $4.5M | 196k | 23.13 | |
Micron Technology (MU) | 0.6 | $4.4M | 43k | 103.72 | |
Vanguard Short-Term Inv Grade Etf (VFSUX) | 0.6 | $4.3M | 411k | 10.46 | |
Eli Lilly & Co. (LLY) | 0.5 | $3.9M | 4.4k | 886.04 | |
Spdr S&p 500 Etf Etf (SPY) | 0.5 | $3.4M | 5.9k | 573.73 | |
NVIDIA Corporation (NVDA) | 0.4 | $3.1M | 26k | 121.44 | |
iShares S&P 500 Index Fund K Etf (WFSPX) | 0.4 | $2.8M | 4.2k | 674.87 | |
Janus Henderson Enterprise Fun Etf (JDMNX) | 0.4 | $2.6M | 17k | 153.66 | |
Roche Holding (RHHBY) | 0.3 | $1.9M | 47k | 39.95 | |
Invesco Comstock Fund R6 Etf (ICSFX) | 0.2 | $1.8M | 57k | 31.07 | |
T. Rowe Price Small-Cap Value Etf (PRSVX) | 0.2 | $1.5M | 27k | 57.70 | |
Invesco Developing Markets Fun Etf | 0.2 | $1.3M | 32k | 41.40 | |
T. Rowe Price Dividend Growth Etf (PDGIX) | 0.2 | $1.2M | 14k | 82.25 | |
Vanguard Small-Cap Index Fund Etf (VSMAX) | 0.1 | $1.1M | 9.5k | 113.73 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $1.1M | 5.0k | 210.92 | |
JPMorgan Equity Income Fund I Etf (HLIEX) | 0.1 | $951k | 37k | 26.02 | |
SPDR Portfolio S&P 500 Value E Etf (SPYV) | 0.1 | $911k | 17k | 52.84 | |
Berkshire Hathaway (BRK.B) | 0.1 | $854k | 1.9k | 460.13 | |
SPDR Portfolio S&P 500 Growth Etf (SPYG) | 0.1 | $813k | 9.8k | 82.96 | |
Vanguard Total Intl Stock Inde Etf (VTIAX) | 0.1 | $801k | 23k | 34.81 | |
iShares S&P 500 Growth ETF Etf (IVW) | 0.1 | $792k | 8.3k | 95.77 | |
Boeing Company (BA) | 0.1 | $745k | 4.9k | 152.07 | |
Fidelity Contrafund Etf (FCNTX) | 0.1 | $732k | 35k | 21.10 | |
T. Rowe Price Blue Chip Growth Etf (QAAGXX) | 0.1 | $651k | 8.6k | 75.36 | |
Vanguard Short-Term Corporate Etf (VCSH) | 0.1 | $636k | 8.0k | 79.45 | |
Vanguard 500 Index Fund Adm Etf (VFIAX) | 0.1 | $616k | 1.2k | 531.95 | |
Invesco V.I. Comstock Fund VIT Etf | 0.1 | $587k | 13k | 45.41 | |
Avago Technologies | 0.1 | $580k | 3.4k | 172.62 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $533k | 3.2k | 165.73 | |
Health Care Select Sector SPDR Etf (XLV) | 0.1 | $482k | 3.1k | 153.94 | |
Canadian Natural Resources (CNQ) | 0.1 | $433k | 13k | 33.24 | |
Schwab S&P 500 Index Fund Etf (SWPPX) | 0.1 | $416k | 4.7k | 89.17 | |
Merck & Co (MRK) | 0.1 | $392k | 3.4k | 113.66 | |
T. Rowe Price Small-Cap Value Etf (PRVIX) | 0.1 | $374k | 6.5k | 57.56 | |
KKR & Co | 0.0 | $351k | 2.7k | 130.58 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $340k | 4.1k | 82.20 | |
Coca-Cola Company (KO) | 0.0 | $337k | 4.7k | 71.81 | |
Vanguard Short-Term Corporate Etf | 0.0 | $332k | 27k | 12.28 | |
IDEX Corporation (IEX) | 0.0 | $300k | 1.4k | 214.29 | |
Vanguard Institutional Index F Etf (VINIX) | 0.0 | $284k | 599.00 | 474.12 | |
Tesla Motors (TSLA) | 0.0 | $280k | 1.1k | 261.68 | |
Abbvie (ABBV) | 0.0 | $277k | 1.4k | 197.72 | |
Procter & Gamble Company (PG) | 0.0 | $270k | 1.6k | 172.97 | |
Anthem (ELV) | 0.0 | $263k | 506.00 | 519.76 | |
MasterCard Incorporated (MA) | 0.0 | $251k | 509.00 | 493.12 | |
American Funds Europacific Gro Etf (AEGFX) | 0.0 | $251k | 4.2k | 59.89 | |
Dick's Sporting Goods (DKS) | 0.0 | $250k | 1.2k | 208.33 | |
Wal-Mart Stores (WMT) | 0.0 | $243k | 3.0k | 80.60 | |
Janus Henderson VIT Enterprise Etf (JAAGX) | 0.0 | $232k | 3.2k | 73.26 | |
Technology Select Sector SPDR Etf (XLK) | 0.0 | $230k | 1.0k | 225.49 | |
Nike (NKE) | 0.0 | $230k | 2.6k | 88.46 | |
American Express Company (AXP) | 0.0 | $225k | 829.00 | 271.41 | |
Marathon Petroleum Corp (MPC) | 0.0 | $222k | 1.4k | 162.64 | |
Oracle Corporation (ORCL) | 0.0 | $222k | 1.3k | 170.25 | |
Netflix (NFLX) | 0.0 | $216k | 305.00 | 708.20 | |
Eaton Vance Income Fund of Bos Etf (EIBIX) | 0.0 | $213k | 41k | 5.26 | |
Cheniere Energy Partners (CQP) | 0.0 | $203k | 4.2k | 48.73 | |
Vanguard Short-Term Inv Grade Etf (VFSTX) | 0.0 | $176k | 17k | 10.49 | |
Fs Energy And Power Fund | 0.0 | $51k | 15k | 3.48 |