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| Wallington Asset Management LLC
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| |
|---|---|
| CRD # | 143360 |
| SEC # | 801-67613 |
| CIK # | 0001426754 |
| AUM | $1.1 BB (2024-03-28) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 317-575-8670 |
| Address | 8900 Keystone Crossing Indianapolis, IN 46240-2134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.0 | |
| LIN | 147,499.4 | 0.0 | |
| TJX | 67,345.6 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| V | 419,260.5 | 0.0 | |
| WRB | 18,322.2 | 0.0 | |
| PSX | 42,745.7 | 0.0 | |
| UNH | 477,004.0 | 0.0 | |
| HON | 119,775.0 | 0.0 | |
| UNP | 133,995.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 49.7 |
| (b) Individuals (high net worth individuals) | 177 | 825.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 136.5 |
| (h) Charitable organizations | 12 | 28.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 1,050.7 |
| By Discretionary | ||
| Discretionary | 839 | 1,050.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 839 | 1,050.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,050.7 | |
| Total | 839 | 1,050.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001426754] |
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