This page shows an industry breakdown of all the investments of Heritage Financial Services, LLC
| Industry |
Market Value
| Percent |
|---|
| 01
- Agricultural Production - Crops |
22,000 |
0.01 |
| 10
- Metal Mining |
28,000 |
0.02 |
| 13
- Oil And Gas Extraction |
35,000 |
0.02 |
| 14
- Mining And Quarrying Of Nonmetallic Minerals, Except Fuels |
168,000 |
0.09 |
| 16
- Heavy Construction Other Than Building Construction Contractors |
6,000 |
0.00 |
| 17
- Construction Special Trade Contractors |
0 |
0.00 |
| 20
- Food And Kindred Products |
1,771,000 |
0.99 |
| 21
- Tobacco Products |
32,000 |
0.02 |
| 23
- Apparel And Other Finished Products Made From Fabrics And Similar Materials |
5,000 |
0.00 |
| 24
- Lumber And Wood Products, Except Furniture |
4,000 |
0.00 |
| 25
- Furniture And Fixtures |
12,000 |
0.01 |
| 26
- Paper And Allied Products |
219,000 |
0.12 |
| 27
- Printing, Publishing, And Allied Industries |
55,000 |
0.03 |
| 28
- Chemicals And Allied Products |
6,969,000 |
3.88 |
| 29
- Petroleum Refining And Related Industries |
1,232,000 |
0.69 |
| 30
- Rubber And Miscellaneous Plastics Products |
33,000 |
0.02 |
| 33
- Primary Metal Industries |
177,000 |
0.10 |
| 34
- Fabricated Metal Products, Except Machinery And Transportation Equipment |
243,000 |
0.14 |
| 35
- Industrial And Commercial Machinery And Computer Equipment |
5,033,000 |
2.80 |
| 36
- Electronic And Other Electrical Equipment And Components, Except Computer Equipment |
1,947,000 |
1.09 |
| 37
- Transportation Equipment |
748,000 |
0.42 |
| 38
- Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks |
1,342,000 |
0.75 |
| 39
- Miscellaneous Manufacturing Industries |
1,000 |
0.00 |
| 40
- Railroad Transportation |
329,000 |
0.18 |
| 42
- Motor Freight Transportation And Warehousing |
25,000 |
0.01 |
| 44
- Water Transportation |
67,000 |
0.04 |
| 45
- Transportation By Air |
109,000 |
0.06 |
| 46
- Pipelines, Except Natural Gas |
4,000 |
0.00 |
| 47
- Transportation Services |
14,000 |
0.01 |
| 48
- Communications |
676,000 |
0.38 |
| 49
- Electric, Gas, And Sanitary Services |
2,411,000 |
1.34 |
| 50
- Wholesale Trade-durable Goods |
69,000 |
0.04 |
| 51
- Wholesale Trade-non-durable Goods |
156,000 |
0.09 |
| 52
- Building Materials, Hardware, Garden Supply, And Mobile Home Dealers |
451,000 |
0.25 |
| 53
- General Merchandise Stores |
830,000 |
0.46 |
| 55
- Automotive Dealers And Gasoline Service Stations |
35,000 |
0.02 |
| 56
- Apparel And Accessory Stores |
52,000 |
0.03 |
| 57
- Home Furniture, Furnishings, And Equipment Stores |
16,000 |
0.01 |
| 58
- Restaurants, Dining, Eating And Drinking Places |
815,000 |
0.45 |
| 59
- Miscellaneous Retail |
689,000 |
0.38 |
| 60
- Depository Institutions |
1,748,000 |
0.97 |
| 61
- Non-depository Credit Institutions |
17,000 |
0.01 |
| 62
- Security And Commodity Brokers, Dealers, Exchanges, And Services |
50,390,000 |
28.08 |
| 63
- Insurance Carriers |
2,732,000 |
1.52 |
| 64
- Insurance Agents, Brokers, And Service |
109,000 |
0.06 |
| 65
- Real Estate |
29,000 |
0.02 |
| 67
- Holding And Other Investment Offices |
144,000 |
0.08 |
| 70
- Hotels, Rooming Houses, Camps, And Other Lodging Places |
18,000 |
0.01 |
| 72
- Personal Services |
21,000 |
0.01 |
| 73
- Business Services |
2,937,000 |
1.64 |
| 78
- Motion Pictures and Film |
22,000 |
0.01 |
| 79
- Amusement And Recreation Services |
203,000 |
0.11 |
| 80
- Health Services |
198,000 |
0.11 |
| 87
- Engineering, Accounting, Research, Management, And Related Services |
43,000 |
0.02 |
| Industry Not Reported |
94,001,000 |
52.39 |
| Total |
179,442,000 |
100.00 |
|---|
