← All themes Digital Assets

Corporate Crypto Treasuries

Some listed companies hold cryptocurrency as a primary treasury asset, so their shares trade largely on the coin price rather than on the operating business. The structure adds leverage in both directions.

63 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
826
Westwood Holdings Group
Westwood Holdings Group
Texas
$343K +$499K 1 0% New
827
Discipline Wealth Solutions
Discipline Wealth Solutions
South Carolina
$343K +$2.9K 1 0.03% Increased
828
State of Wyoming
State of Wyoming
Wyoming
$340K -$139K 8 0.03% Reduced
829
Savvy Advisors Inc
Savvy Advisors Inc
New York
$339K -$111K 1 0.01% Reduced
830
Cardiff Park Advisors
Cardiff Park Advisors
California
$339K +$97.3K 1 0.03% Increased
831
Accurate Wealth Management
Accurate Wealth Management
Florida
$337K +$182K 1 0.03% Increased
832
SageView Advisory Group
SageView Advisory Group
California
$332K $0 1 0.01% Maintained
833
RA
Raffles Associates
New York
$327K -$76.5K 1 0.28% Reduced
834
CenterBook Partners
CenterBook Partners
Connecticut
$325K +$542K 1 0.02% New
835
Clear Creek Financial Management
Clear Creek Financial Management
Washington
$325K -$322K 1 0.02% Reduced
836
Davenport & Co
Davenport & Co
Virginia
$324K -$255K 1 0% Reduced
837
Simplicity Wealth
Simplicity Wealth
New Jersey
$322K -$113K 1 0.01% Reduced
838
BFA
Brendel Financial Advisors
New Hampshire
$320K +$280K 1 0.15% New
839
SC
Summa Corp
Texas
$319K $0 1 0.1% Maintained
840
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$319K +$119K 1 0% Increased
841
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$316K +$5.79K 7 0.01% Increased
842
ACM
Aster Capital Management
United Arab Emirates
$316K +$276K 2 0.07% New
843
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$314K +$203K 1 0.03% Increased
844
AO
Advisor OS
Illinois
$312K -$3.47K 2 0.02% Reduced
845
New York Life Investment Management
New York Life Investment Management
New York
$304K +$507K 1 0% New
846
Northwest Wealth Management
Northwest Wealth Management
Iowa
$302K +$149K 2 0.04% Increased
847
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$300K -$25.2K 8 0.01% Reduced
848
GSIAS
Garden State Investment Advisory Services
New Jersey
$299K $0 2 0.05% Maintained
849
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$299K +$4.5K 1 0% Increased
850
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$297K -$24.6K 13 0.01% Reduced