Creative Planning

Основные владения компаниями

Компания Доля, %
Crexendo, Inc. 3.52
United Homes Group, Inc. 3.29
Coeptis Therapeutics Holdings, Inc. 1.89
BP Prudhoe Bay Royalty Trust 1.26
Fidelity D & D Bancorp, Inc. 1.08
Longeveron Inc. 1.06
Blackstone Secured Lending Fund 1.05
AudioEye, Inc. 0.93
NSTS Bancorp, Inc. 0.85
TELUS International (Cda) Inc. 0.67
Flux Power Holdings, Inc. 0.59
Willamette Valley Vineyards, Inc. 0.31
STRATA Skin Sciences, Inc. 0.29
Vaxxinity, Inc. 0.25
AgeX Therapeutics, Inc. 0.19
The India Fund, Inc. 0.18
The Gabelli Equity Trust Inc. 0.18
Novan, Inc. 0.13
bioAffinity Technologies, Inc. 0.11
Cingulate Inc. 0.04

Компании по секторам

Сектор Количество
Healthcare 9
Financials 3
Technology 2
Communication Services 1
Consumer Cyclical 1
Energy 1
Industrials 1
Telecom 1