Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Heritage Oak Wealth Advisors Llc

Industry Market Value
Percent
13 - Oil And Gas Extraction 219,682 0.11
20 - Food And Kindred Products 1,646,119 0.83
21 - Tobacco Products 411,298 0.21
28 - Chemicals And Allied Products 2,213,804 1.12
29 - Petroleum Refining And Related Industries 490,533 0.25
30 - Rubber And Miscellaneous Plastics Products 350,621 0.18
35 - Industrial And Commercial Machinery And Computer Equipment 4,442,140 2.25
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 11,183,390 5.65
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 1,031,154 0.52
42 - Motor Freight Transportation And Warehousing 383,864 0.19
50 - Wholesale Trade-durable Goods 600,892 0.30
51 - Wholesale Trade-non-durable Goods 590,110 0.30
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 702,606 0.36
53 - General Merchandise Stores 54,783,248 27.69
56 - Apparel And Accessory Stores 745,346 0.38
59 - Miscellaneous Retail 1,129,546 0.57
60 - Depository Institutions 18,500,414 9.35
61 - Non-depository Credit Institutions 2,795,980 1.41
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 17,280,216 8.74
63 - Insurance Carriers 4,218,896 2.13
64 - Insurance Agents, Brokers, And Service 564,097 0.29
67 - Holding And Other Investment Offices 730,873 0.37
72 - Personal Services 394,843 0.20
73 - Business Services 2,246,622 1.14
79 - Amusement And Recreation Services 2,485,705 1.26
Industry Not Reported 67,684,027 34.21
Total 197,826,026 100.00