Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WALLINGTON ASSET MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
742,395 |
$30,965k |
|
MICROSOFT CORP (594918104)
|
136,824 |
$18,329k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
87,003 |
$17,788k |
|
HOME DEPOT INC (437076102)
|
82,827 |
$17,226k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
212,951 |
$16,670k |
|
MEDTRONIC PLC (G5960L103)
|
153,732 |
$14,972k |
|
VISA INC COM CL A (92826C839)
|
85,844 |
$14,898k |
|
TJX COMPANIES INC (872540109)
|
274,274 |
$14,504k |
|
V F CORP (918204108)
|
165,642 |
$14,469k |
|
JOHNSON & JOHNSON (478160104)
|
91,905 |
$12,801k |
|
Linde PLC (G5494J103)
|
62,813 |
$12,613k |
|
3M CO (88579Y101)
|
69,060 |
$11,971k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
266,976 |
$11,354k |
|
HONEYWELL INTL INC (438516106)
|
61,648 |
$10,763k |
|
Facebook Inc (30303M102)
|
53,604 |
$10,346k |
|
BERKLEY W R CORP (084423102)
|
148,380 |
$9,783k |
|
Amazon.com Inc (023135106)
|
5,076 |
$9,612k |
|
Phillips 66 (718546104)
|
101,323 |
$9,478k |
|
PEPSICO INC (713448108)
|
65,811 |
$8,630k |
|
Apple Inc (037833100)
|
43,063 |
$8,523k |
|
Alphabet Inc (02079K107)
|
7,868 |
$8,505k |
|
SPDR GOLD TR GOLD (78463V107)
|
63,204 |
$8,419k |
|
Bank of America Corp. (060505104)
|
288,347 |
$8,362k |
|
UNITEDHEALTH GRP INC (91324P102)
|
32,330 |
$7,889k |
|
UNION PAC CORP (907818108)
|
43,472 |
$7,352k |
|
AMGEN INC (031162100)
|
35,934 |
$6,622k |
|
ConocoPhillips (20825C104)
|
105,359 |
$6,427k |
|
GOLDMAN SACHS GROUP (38141G104)
|
31,321 |
$6,408k |
|
CVS HEALTH CORP (126650100)
|
111,570 |
$6,079k |
|
Bank of New York Mellon Corp. (064058100)
|
129,597 |
$5,722k |
|
FNF GROUP (31620R303)
|
141,918 |
$5,719k |
|
AFLAC INC (001055102)
|
103,756 |
$5,687k |
|
Autodesk Inc (052769106)
|
31,200 |
$5,082k |
|
DISNEY WALT CO (254687106)
|
34,045 |
$4,754k |
|
COLGATE PALMOLIVE CO (194162103)
|
63,697 |
$4,565k |
|
Exxon Mobil Corp (30231G102)
|
57,957 |
$4,441k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
311,240 |
$4,202k |
|
BAXTER INTL INC (071813109)
|
50,036 |
$4,098k |
|
DOMINION ENERGY INC (25746U109)
|
46,579 |
$3,601k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
11,853 |
$3,429k |
|
CITIZENS FINANCIAL (174610105)
|
72,240 |
$2,554k |
|
Boeing Co/The (097023105)
|
6,231 |
$2,268k |
|
BLACK KNIGHT INC (09215C105)
|
30,192 |
$1,816k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
4,300 |
$771k |
|
KONTOOR BRANDS INC (50050N103)
|
23,397 |
$656k |
|
LILLY ELI & CO (532457108)
|
4,888 |
$525k |
|
NIKE INC (654106103)
|
5,900 |
$495k |
|
AVANOS MEDICAL INC (05350V106)
|
7,328 |
$320k |
|
MCCORMICK & CO INC (579780206)
|
2,000 |
$310k |
|
Chevron Corp (166764100)
|
2,517 |
$302k |
|
BRIGHTHOUSE FINL INC COM (10922N103)
|
7,884 |
$289k |
|
MERCK & CO INC (58933Y105)
|
2,973 |
$249k |
|
IDEX CORP (45167R104)
|
1,400 |
$241k |
|
CUMMINS INC (231021106)
|
1,400 |
$240k |
|
RESIDEO TECHNOLOGIES (76118Y104)
|
9,884 |
$217k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
940 |
$213k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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