Composition of Holdings by Industry
This page shows an industry breakdown of all the investments of Welch Financial Planning, LLC
| Industry |
Market Value | Percent |
|---|---|---|
| 28 - Chemicals And Allied Products | 1,062,543 | 0.77 |
| 30 - Rubber And Miscellaneous Plastics Products | 289,660 | 0.21 |
| 34 - Fabricated Metal Products, Except Machinery And Transportation Equipment | 512,909 | 0.37 |
| 35 - Industrial And Commercial Machinery And Computer Equipment | 2,438,120 | 1.78 |
| 36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment | 983,751 | 0.72 |
| 37 - Transportation Equipment | 12,957,202 | 9.44 |
| 53 - General Merchandise Stores | 287,159 | 0.21 |
| 59 - Miscellaneous Retail | 268,919 | 0.20 |
| 60 - Depository Institutions | 25,111,329 | 18.29 |
| 62 - Security And Commodity Brokers, Dealers, Exchanges, And Services | 3,765,468 | 2.74 |
| 63 - Insurance Carriers | 3,300,400 | 2.40 |
| 67 - Holding And Other Investment Offices | 874,786 | 0.64 |
| 73 - Business Services | 2,601,146 | 1.89 |
| Industry Not Reported | 82,851,023 | 60.34 |
| Total | 137,304,415 | 100.00 |
