Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Trevian Wealth Management LLC

Industry Market Value
Percent
30 - Rubber And Miscellaneous Plastics Products 203,000 0.19
35 - Industrial And Commercial Machinery And Computer Equipment 1,762,000 1.69
37 - Transportation Equipment 322,000 0.31
45 - Transportation By Air 392,000 0.38
58 - Restaurants, Dining, Eating And Drinking Places 364,000 0.35
59 - Miscellaneous Retail 1,384,000 1.33
60 - Depository Institutions 2,286,000 2.19
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 26,506,000 25.42
63 - Insurance Carriers 374,000 0.36
65 - Real Estate 146,000 0.14
73 - Business Services 11,497,000 11.03
78 - Motion Pictures and Film 638,000 0.61
Industry Not Reported 58,386,000 56.00
Total 104,260,000 100.00