Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Summit Wealth Partners, LLC

Industry Market Value
Percent
10 - Metal Mining 218,492 0.04
20 - Food And Kindred Products 632,259 0.12
21 - Tobacco Products 1,062,586 0.20
28 - Chemicals And Allied Products 6,285,120 1.21
29 - Petroleum Refining And Related Industries 699,100 0.13
35 - Industrial And Commercial Machinery And Computer Equipment 5,955,897 1.15
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 3,546,484 0.68
37 - Transportation Equipment 1,110,236 0.21
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 720,465 0.14
48 - Communications 350,769 0.07
49 - Electric, Gas, And Sanitary Services 1,623,533 0.31
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 601,631 0.12
53 - General Merchandise Stores 214,589 0.04
58 - Restaurants, Dining, Eating And Drinking Places 419,484 0.08
59 - Miscellaneous Retail 801,405 0.15
60 - Depository Institutions 321,047,517 61.82
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 274,096 0.05
63 - Insurance Carriers 1,241,703 0.24
64 - Insurance Agents, Brokers, And Service 24,522,120 4.72
70 - Hotels, Rooming Houses, Camps, And Other Lodging Places 248,600 0.05
73 - Business Services 4,708,079 0.91
78 - Motion Pictures and Film 380,169 0.07
80 - Health Services 239,077 0.05
87 - Engineering, Accounting, Research, Management, And Related Services 396,761 0.08
Industry Not Reported 142,033,252 27.35
Total 519,333,424 100.00