Creative Planning

Основные владения компаниями

Компания Доля, %
Crexendo, Inc. 3.51
United Homes Group, Inc. 3.29
Coeptis Therapeutics Holdings, Inc. 1.89
Blackstone Secured Lending Fund 1.28
BP Prudhoe Bay Royalty Trust 1.26
Fidelity D & D Bancorp, Inc. 1.07
Longeveron Inc. 1.06
AudioEye, Inc. 0.93
NSTS Bancorp, Inc. 0.85
Goldman Sachs BDC, Inc. 0.64
Willamette Valley Vineyards, Inc. 0.63
STRATA Skin Sciences, Inc. 0.29
Vaxxinity, Inc. 0.25
The Gabelli Equity Trust Inc. 0.22
AgeX Therapeutics, Inc. 0.19
bioAffinity Technologies, Inc. 0.13
Novan, Inc. 0.13
Nutex Health, Inc. 0.11
Cingulate Inc. 0.04
GoldMining Inc. 0.02

Компании по секторам

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