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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) |
|---|
| CIK | Period |
|---|---|
| 0001426754 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 0.0 | |
| Linde PLC | 147,499.4 | 0.0 | |
| TJX Companies Inc /DE/ | 67,345.6 | 0.0 | |
| Apple Inc | 2,382,844.0 | 0.0 | |
| VISA Inc | 419,260.5 | 0.0 | |
| Berkley W R Corp | 18,322.2 | 0.0 | |
| Phillips 66 | 42,745.7 | 0.0 | |
| UnitedHealth Group Inc | 477,004.0 | 0.0 | |
| Honeywell International Inc | 119,775.0 | 0.0 | |
| Union Pacific Corp | 133,995.4 | 0.0 | |
| Amazon Com Inc | 1,092,997.8 | 0.0 | |
| Facebook Inc | 434,852.0 | 0.0 | |
| Goldman Sachs Group Inc | 102,858.9 | 0.0 | |
| Medtronic Holdings Ltd | 118,520.9 | 0.0 | |
| Alphabet Inc | 1,482,566.4 | 0.0 | |
| Palo Alto Networks Inc | 49,011.6 | 0.0 | |
| American Tower Corp /MA/ | 117,747.1 | 0.0 | |
| Amgen Inc | 130,083.0 | 0.0 | |
| Johnson & Johnson | 465,600.2 | 0.0 | |
| SPDR Gold Trust | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Exxon Mobil Corp | 385,508.3 | 0.0 | |
| Lowes Companies Inc | 111,668.6 | 0.0 | |
| Deere & Co | 94,490.3 | 0.0 | |
| BP PLC | 93,834.6 | 0.0 | |
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| 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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|---|---|---|
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MV Capital Management Inc
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|
MD | 1.1 |
|
The Prosperity Consulting Group LLC
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MD | 1.1 |
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Apriem Advisors
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1.0 | |
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9258 Wealth Management LLC
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