Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Palo Alto Wealth Advisors, Llc

Industry Market Value
Percent
35 - Industrial And Commercial Machinery And Computer Equipment 2,898,702,000 2.47
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 270,651,000 0.23
37 - Transportation Equipment 484,836,000 0.41
59 - Miscellaneous Retail 751,464,000 0.64
60 - Depository Institutions 672,825,000 0.57
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 33,526,965,000 28.57
67 - Holding And Other Investment Offices 6,047,209,000 5.15
73 - Business Services 30,339,359,000 25.86
Industry Not Reported 42,339,571,000 36.09
Total 117,331,582,000 100.00