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| Happy Holidays!! thanks for using AUM13F!! |
| Wallington Asset Management LLC
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| CRD # | 143360 |
| SEC # | 801-67613 |
| CIK # | 0001426754 |
| AUM | $1.2 B (2025-07-25) |
| Employees | 18 (50% Investors, 0% Brokers) |
| Phone | 317-575-8670 |
| Address | 8900 Keystone Crossing Indianapolis, IN 46240-2134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001426754 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 42.4 | ||
| Linde PLC | 34.2 | ||
| Berkley W R Corp | 29.9 | ||
| TJX Companies Inc /DE/ | 27.7 | ||
| Apple Inc | 27.2 | ||
| Facebook Inc | 25.0 | ||
| VISA Inc | 24.2 | ||
| Goldman Sachs Group Inc | 21.2 | ||
| Amazon Com Inc | 20.8 | ||
| Honeywell International Inc | 20.2 | ||
| Union Pacific Corp | 18.2 | ||
| Medtronic Holdings Ltd | 17.4 | ||
| Palo Alto Networks Inc | 17.3 | ||
| iShares Comex Gold Trust | 17.2 | ||
| Phillips 66 | 16.0 | ||
| American Tower Corp /MA/ | 15.9 | ||
| Alphabet Inc | 15.1 | ||
| SPDR Gold Trust | 14.5 | ||
| Johnson & Johnson | 13.7 | ||
| Deere & Co | 13.6 | ||
| Amgen Inc | 11.8 | ||
| Cummins Inc | 11.4 | ||
| Exxon Mobil Corp | 10.4 | ||
| Cisco Systems Inc | 10.0 | ||
| Lowes Companies Inc | 9.9 | ||
| Bank of America Corp /DE/ | 8.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 51.0 |
| (b) Individuals (high net worth individuals) | 186 | 948.5 |
| (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 | 15 | 133.7 |
| (h) Charitable organizations | 11 | 18.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 853 | 1,151.7 |
| By Discretionary | ||
| Discretionary | 853 | 1,151.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 853 | 1,151.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,151.7 | |
| Total | 853 | 1,151.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001426754] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Great Waters Wealth Management
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|
MN | 1.2 |
|
Evermay Wealth Management LLC
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VA | 1.2 |
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Chatterton & Associates the Wealth Management Team Inc
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CA | 1.2 |
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Paul Winkler Inc
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TN | 1.2 |
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New England Professional Planning Group Inc
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RI | 1.2 |
|
Centennial Securities Company Inc
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MI | 1.2 |
|
Beacon Retirement Planning Services Inc
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TX | 1.1 |
|
Allied Investment Advisors LLC
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MT | 1.1 |
|
Midwest Capital Advisors LLC
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|
MI | 1.1 |
|
Armstrong Fleming & Moore Inc
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DC | 1.1 |