← 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
876
MWA
Monograph Wealth Advisors
California
$268K $0 2 0.02% Maintained
877
MFWP
Mosaic Family Wealth Partners
Missouri
$268K +$390K 1 0.02% New
878
CA
Cornerstone Advisory
Maryland
$268K +$447K 1 0.02% New
879
HM Payson & Co
HM Payson & Co
Maine
$267K -$185 4 0% Reduced
880
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$266K +$73.9K 1 0.03% Increased
881
IA
Inspire Advisors
Idaho
$265K +$72.2K 1 0.02% Increased
882
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$265K $0 1 0% Maintained
883
KWM
Keebeck Wealth Management
Illinois
$264K -$91.2K 1 0.03% Reduced
884
NorthRock Partners
NorthRock Partners
Minnesota
$263K -$532K 2 0% Reduced
885
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$263K -$113K 1 0% Reduced
886
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$262K +$130K 1 0.01% Increased
887
CI
Cigna Investments
Connecticut
$262K +$16.5K 1 0.03% Increased
888
BSCCG
Blue Sky Capital Consultants Group
California
$262K -$3.96M 1 0.11% Reduced
889
RCSA
REYL & Cie S.A.
Switzerland
$260K +$302K 1 0.3% New
890
Quotient Wealth Partners
Quotient Wealth Partners
Texas
$260K +$18.3K 1 0.01% Increased
891
HCM
Hollencrest Capital Management
California
$258K -$15.9K 9 0.02% Reduced
892
Klingman & Associates
Klingman & Associates
New York
$256K -$744K 1 0.01% Reduced
893
NWMG
National Wealth Management Group
Ohio
$254K -$2.47K 1 0.08% Reduced
894
SCS Capital Management
SCS Capital Management
Massachusetts
$253K +$254K 3 0% Increased
895
RPCONE
Retirement Planning Company of New England
Rhode Island
$252K -$17.4K 1 0.09% Reduced
896
CAG
Carroll Advisory Group
Texas
$247K -$86.8K 1 0.08% Reduced
897
TWM
TSA Wealth Management
Texas
$247K +$1.65K 1 0.07% Increased
898
QL
Quarry LP
New York
$246K +$371K 11 0.02% Increased
899
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$245K -$73.1K 1 0% Reduced
900
CWP
Cyndeo Wealth Partners
Florida
$245K -$27K 1 0.01% Reduced