Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Whalen Wealth Management Inc.

Industry Market Value
Percent
13 - Oil And Gas Extraction 919,116 0.83
15 - Building Construction General Contractors And Operative Builders 804,499 0.72
16 - Heavy Construction Other Than Building Construction Contractors 1,265,260 1.14
17 - Construction Special Trade Contractors 407,862 0.37
20 - Food And Kindred Products 593,122 0.53
28 - Chemicals And Allied Products 3,679,667 3.31
29 - Petroleum Refining And Related Industries 1,102,740 0.99
30 - Rubber And Miscellaneous Plastics Products 478,469 0.43
32 - Stone, Clay, Glass, And Concrete Products 408,874 0.37
35 - Industrial And Commercial Machinery And Computer Equipment 3,567,891 3.21
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 5,449,630 4.91
37 - Transportation Equipment 1,827,268 1.65
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 2,308,015 2.08
40 - Railroad Transportation 619,277 0.56
49 - Electric, Gas, And Sanitary Services 1,028,489 0.93
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 736,873 0.66
53 - General Merchandise Stores 1,057,931 0.95
59 - Miscellaneous Retail 2,129,439 1.92
60 - Depository Institutions 2,975,147 2.68
61 - Non-depository Credit Institutions 316,534 0.29
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 33,453,310 30.13
63 - Insurance Carriers 2,189,012 1.97
67 - Holding And Other Investment Offices 1,089,464 0.98
70 - Hotels, Rooming Houses, Camps, And Other Lodging Places 844,148 0.76
73 - Business Services 11,121,266 10.02
78 - Motion Pictures and Film 1,038,515 0.94
87 - Engineering, Accounting, Research, Management, And Related Services 408,448 0.37
Industry Not Reported 29,201,489 26.30
Total 111,021,755 100.00